The Bulwark Podcast - Michael Weiss and Jonathan Cohn: Animal House at the Pentagon
Episode Date: June 26, 2025Trump was so awestruck by Israel's intel infiltration and air supremacy over Iran that he just had to give himself an executive producer credit. And he's casting his appointees to help create a Hollyw...ood ending—including using his Val Kilmer-esque SecDef to spike the success of the long-teased, "secret" military operation. At the same time, Trump is having trouble leveraging the intelligence community's confirmation of what happened in Iran since he's spent a decade undermining its credibility among his supporters. Plus, NATO gets a little cringe toward Daddy Trump, Ukraine doesn't get the same credit as Israel, and the low-down on the Republican bill that would close rural hospitals and cut healthcare for 11 million people. Jon Cohn and Michael Weiss join Tim Miller. show notes Jon's latest on the reconciliation bill Michael on Israel's intel infiltration and air dominance over Iran The Dutch queen mocking trump
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All right, everybody, we got a double dip for you today. We are going to get nerdy. We've got my
friend Michael Weiss on foreign policy and Jonathan Cohen talking about the breaking news happening
on the Hill with regards to, you know, whatever we're calling the bill, the reconciliation bill,
the big turd, the big ugly, you know how it is. So I'm excited. Stick around for both. Up next, Michael Weiss.
Hello and welcome to the Bulwark Podcast. I'm your host, Tim Miller.
We are welcoming back one of our faves.
He's the editor of the Insider, which just won an Emmy on Wednesday,
along with 60 Minutes,
which still existed last year, and Der Spiegel for their joint investigation into Havana syndrome,
which is associated with brain injuries and such. We're going to talk about that in a second. It's
Michael Weiss. What's up, man? Congrats. Do you get the hardware? Were you enough involved to have
the actual hardware? I was talking to the Spiegel guys today and I said,
you know, we don't get to keep the statue,
but at least we get the data point on our Wikipedia pages,
which in this day and age, you know, I'll take it, right?
You should get a fake statue, I think.
I would get an imitation statue.
Gold wrapped in chocolate or chocolate wrapped in gold.
Yeah, that's the statue I'll get.
That's good.
Yeah, it's cool.
No, we didn't.
I had no idea we were even nominated until very late last week and then thought,
eh, whatever.
And Michael Ray, the producer of that segment, messaged us last night and it
was just a photo of him holding the Emmy.
So I'm like, oh, okay.
It's a nice way to come home from Barcelona.
The birds are awake.
They're congratulating you.
Oh, you can hear them now? Yeah. The birds are awake. They're congratulating you. Oh, you can hear them now?
Yeah, the birds are awake.
Sorry, man.
I thought we had them covered and they went to sleep.
The listeners love your little menagerie in the background.
It brings a little joy in the darkness.
I've got to do one thing though.
Can we just do, we have so much news to cover, but since you got the Emmy for Havana Syndrome
coverage, I'm a little bit of a tin pot conspiracy theorist
on Havana syndrome. So can you give me the one paragraph on it? Where are you at on it?
Well, I'll give you some news actually, which hasn't been reported yet, which is even better than
the one line anti-conspiracy theory, Precy. As the Biden administration was turning off the lights in the White House, they had
a meeting at the NSC at which Mahabharata, I think the number three guy under Sullivan
was there, but some other members of the National Security Council, invited five very well known
within the community, the intelligence community victims of AHA, including Mark Palmaropoulos,
who's a good friend of mine.
Love Mark.
Yep, a guy called, who's in the media as Adam,
or known as Patient Zero.
He was one of the first victims hit in Havana, Cuba.
And the NSC meeting, they were brought
into the Situation Room and told,
you were right, quote unquote.
Really?
Yes, and I can tell you, not only that, you were right, meaning you were hit by a directed energy
device.
This is not some sociogenic or psychosomatic phenomenon.
There is evidence that has now come through to the IC, including new collection, which
substantiates the fact that possibly a foreign state actor, no points
for guessing which one, is responsible for doing this to American servicemen and women
abroad.
And more to the point, some of the members of the National Security Council at that meeting
drafted an op-ed for the Washington Post, which was cleared and ready to go.
The title of it was, We Believe Them,
them referring to the victims.
Why?
And at the last minute, Jake Sullivan spiked that up
from being published.
I think Jake wants to come on the pod,
so that'd be great.
You'd have to ask him.
Yeah, there's more to come on this,
including things that are kind of kicking around
in insider editorial chats,
new evidence that we've compiled.
I mean, our investigation took well over a year and we basically attributed or implicated, I should
say.
I'm going to be very conservative in my judgments here, my intelligence assessments, because
I know we're going to be talking about that in a minute.
GRU Unit 29155, which is the Russians' assassination and sabotage squad.
They were responsible for poisoning Serga and Julia Skripal,
blowing up ammunition and weapons depots across Europe as far back as 2011 in Bulgaria and then
the Czech Republic a few years later. And we just exposed them as having had a hacker department
that nobody knew about, which was pioneering the kind of hybrid warfare schemes that are now
pioneering the kind of hybrid warfare schemes that are now just everywhere and doing it in Ukraine.
So not only hacking into Ukrainian critical infrastructure networks, but recruiting fifth columnists on Telegram, paying them money to fire bomb the home of Ukrainian minister or dog graffiti
on the walls of Kiev, basically suggesting that the government is collapsing
and the only salvation is Russia.
They were doing this before the full-scale invasion.
So 29155, their remit is explicitly kinetic.
They're not doing pure espionage.
So if they come to town, they might be there to do reconnaissance and they might be there
to kind of get a lay of the land, but that means something is going to go bump in the
night, right?
So that itself was very indicative to us
that if they're in the places where these victims were hit,
and we managed to find two victims
who could positively identify known members of Unit 29155
in the vicinity where they were,
one was Frankfurt, Germany in 2014,
the other was Tbilisi, Georgia,
just a couple years ago,
that indicates that there's some there there.
So put a pin in this because I assess with medium confidence that there is going to be
more coming to light, both at the governmental level, but also in the media level in the
near future.
Huh.
All right.
We'll keep an eye on this.
I'm disappointed.
I'm in the market for a conspiracy theory I can really just dig into because conspiracy theories serve you well in the market for conspiracy theory I can really, you know, kind of just dig into
because conspiracy theories serve you well in the podcast space, you know?
I mean, Joe Rogan is crushing, you know, there's a lot of people who do very well there.
And unfortunately, I'm kind of a conventional wisdom type guy, you know, I think, which
is limiting my ceiling a little bit.
So I'm in the market for conspiracy theories, but I'm happy for that reporting and for Mark. It was that so much that I just believed that
there was a, I feel like an extended group. There was the core five people where it was
like something was wrong here. And then there was other people who were like, I think I
have it too. And that I think is what led to me to the tin pot conspiracy.
And believe me, coming at this blindly, if all I had to go on were the messages I received
in my proton mail since I published that investigation, I would definitely be more inclined to suggest
that this is tinfoil hat material.
Mossad is zapping me with death rays in the streets of Chicago, this kind of thing.
But I just want to emphasize, not everybody who thinks they've got AHAI, which stands
for anomalous health incidents, has got it.
The subset we're looking at, it's very small, half a dozen victims.
We have examined their medical records.
They were all diagnosed with traumatic brain injuries.
We have done extensive interviews with them, including with Mark, know their backgrounds,
know where they worked, know what they were doing, even if they were under diplomatic
cover, nudge nudge.
These are not people that just simply concocted a fairy tale in order for what?
Maybe eventually down the line, get the US government to pay them $100,000 when if they're
high ranking CIA officers abroad, when they retire, they stand to make orders of magnitude
more than that going into the private sector.
Many of these people were so badly hurt that they became medically retired.
They cannot function day to day in office jobs.
Some of them wear weighted vests because they have vertigo.
Some of them, including Adam, patient zero, is legally blind in one eye.
Some of them have service animals to get around.
I mean, it's not a joke.
I got to get Mark on the pod now.
I owe him one.
I got to get Mark on the pod.
You should get Mark on the pod.
Yeah.
I mean, he's been doing yeoman's work kind of
advocating on this issue for a long time. And, you know, as I said, don't take my word for it.
Biden's NSC, you were right. And he tweeted that actually, Mark, last night,
alluding to this meeting that was had, which nobody was meant to report on, but there you go.
All right. Breaking news on the board pod.
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All right. Speaking of Intel, as you referenced earlier, I think that's the main thing to talk about today. Following the attack on the Iranian nuclear program last week, Trump comes out immediately
the day after and says, it's been obliterated, it's done.
Hague South echoes him.
Cain was more judicious.
Now as the days pass, we have dueling reports out there.
DIA has a report.
So before we get into kind of the meta of all of it, as somebody who has to test to
work through all this stuff as part of your day job, what do you assess to be what we
think is the truth of the situation at this point?
And the truth might be that we just don't know.
I don't know.
What do you assess is the truth?
I mean, look, I think it's likely that they inflicted severe damage on the physical facilities
of Iran's nuclear program.
If you watched the chairman of Joint Chiefs, Kane today, his press conference, which followed
Heg that's sort of, you know, drunken.
We've got a highlight reel from Pete's coming up here in a second.
Yeah.
I mean, it's just like, it's like Animal House has taken over the Pentagon.
It's like Animal House has taken over the Pentagon. It's great. No, Kane actually went through a very meticulous point by point with video, PowerPoint, explaining
how these massive ordnance penetrators work and why it would not necessarily reflect the
extent of the damage underground looking at satellite footage alone.
There is very all likelihood that all the centrifuges at Fordow were completely wiped out.
I mean, these things spin so fast,
they are in such a sensitive environment
that even taking out the power generators,
this is David Albright's hypothesis,
you know, American physicist who studies this stuff
more closely than almost anybody,
even taking out the power generators
and literally forcing the centrifuges to stop spinning
at such a high speed, eventually what happens is they hit these resonances and then they
crash against the wall and are destroyed.
It's very likely, I would say, Fordow has been damaged to the point almost of disrepair.
It's not operational.
However, the things that we don't know and the things that are going to take time to
kind of piece together are, where is the highly enriched uranium that even JD Vance alluded to possibly having gone missing?
One thesis is that it is actually buried under the rubble in Fordow or in other nuclear facilities
that were similarly bombed not just by the Americans but also by the Israelis in a
before that 10- day long campaign.
And you know, a lot of this is going to depend on signals intelligence.
So what the US and its allies, including the Israelis, are collecting from the Iranian
side.
Keep in mind, the Iranians are doing their own battle damage assessment.
They don't necessarily know how badly their program has been degraded or destroyed.
So this is all happening in real time.
Right.
And you have Donald Trump now in a sort of desperate mode
to get the intelligence community to ratify his sort of shoot
from the hip, shall we say?
Bombastic.
Bombastic comments about Fordo being completely, quote,
obliterated.
He's coming out and actually disclosing classified intelligence, again, compromising the Israelis
the way he did in his first term in that famous meeting with Lavrov in the Oval Office about,
you know, an imminent ISIS plot, which was uncovered by the Israelis and passed to the
Americans, which Trump then told the Russians about.
He said that the Israelis have assets in place on the ground in Iran. Now, that's not such a surprise or mystery. How is it that, for instance-
I've been able to figure that out from New Orleans.
Yeah. Well, I mean, the Israelis kind of came out and said we had a three-story,
or the Iranians, I think, came out rather and said there's a three-story drone warehouse in
southern Tehran operated by Mossad. How the hell did that get built without people in place?
So you've got now Barnea, the chief of Mossad, saying that there were, quote, hundreds of
Mossad operatives on the ground who will remain in Iran for the foreseeable future, which
is also kind of a bold statement, designed to psychologically vitiate the Iranians, make
them go crazy with counterintelligence and paranoia, which they're already doing.
They're arresting hundreds of Iranians.
They accuse of espionage.
I'm sure some of those people, most of those people, in fact, are probably innocent.
But the point is there was such a high level of infiltration by the Israeli side that there
will be, not in the next hour or even days, but weeks and months to come, a much better
assessment of the state of this program.
But the fact remains, these massive ordinance penetrators
were built for a single purpose,
which was to take out Fordot in the event
that the United States had a military option
that it was going to prosecute in Iran.
So I'm a little bit skeptical of people who are saying,
well, you know, Trump is saying X, therefore Y must be true.
No, we find ourselves in a situation,
and I tweeted about this.
This is a guy who has spent a decade plus trying to convince the American electorate that the U.S.
intelligence community is fatally compromised, deceitful, ideologically motivated, and nothing
that comes out of their mouth can be trusted. He would rather take the word of Vladimir Putin about what the Russian special services
are doing than listen to his own CIA, NSA, and ODNI.
Now all of a sudden he finds himself in a situation where he needs this intelligence
community to come out and confirm what is probably true, that the US military inflicted
a great deal of damage on Iran's nuclear program.
But lo and behold, his electorate, or at least the MAGA constituency, thinks everything out
of the IC is bullshit.
Here you have Tulsi Gabbard, who was famously anti-intervention, testified before Congress
that Iran was not that close to developing a nuclear weapon.
Its program had advanced, but it was still a ways away.
Now completely reversing herself, basically for job security reasons.
I mean, she was-
And she's been banned from there's a Senate hearing on this today where they're sending
Hague Seth and not Tulsi.
Right.
So, I mean, you know, can you blame people for being a little bit skeptical that maybe
she's not telling the truth?
And also, you know, John Ratcliffe, the director of CIA, puts out a statement, official CIA statement,
saying this program has been severely damaged.
Okay.
But then he personally tweets from his own Twitter account, Donald Trump deserves the
Nobel Peace Prize.
This is North Korean levels of lickspittle personality cult behavior coming from professionals whose one job is
to be completely dispassionate and analytically rigorous, right?
Now they are becoming PR agents.
Secretive.
Yes, exactly.
So, you know, this is the frustration, those of us who've been saying this is actually
how intelligence gathering works as opposed to what crazies on the far left and the far
right have been saying, whether it's about Russian interference in our elections or hacking operations or
indeed Havana syndrome and the stuff that I've spent my career working on.
Now we find ourselves saying, well, this is your bed that you made for yourselves.
Now you all have to lie in it.
No one's going to believe a word out of your mouth.
Here's a question, and I was talking about this with JVL last night, is the other element to this
is now, what do you make of this actually? I'll just put it as a question. The U.S. and Israel
now kind of at cross purposes about the Intel assessment, because frankly, you know, I've been
talking to a lot of military experts and like the Iranian nuclear program could not be completely
eliminated just from air campaigns.
And that was just the assessment that everybody had across the aisle.
You could injure it, you could delay it, but you couldn't obliterate it just from an air
campaign.
And so Israel, who has an acute security interest here, in the way that we don't, even if you're
even Ted Cruz is like on Fox, you know, like they
might bomb Los Angeles.
Okay, I don't actually don't think that's that's a wrong movie.
That's not real.
So Israel, which has an acute security interest in making sure they don't continue to expand
the program, will be incentivized to want to potentially do more, you know, military
action as new information arises. Meanwhile, now, in order to, you know,
run cover for Trump's bombast, like the US and our interest is now towards like concocting
intelligence to make it seem like everything is, everything is dandy. Like, doesn't that
eventually create some issues? What do you think of that? Yeah, it does.
And it's not even that the IC is necessarily concocting scenarios.
This might be credible.
This might be rooted in very good human and SIGINT, but nobody's going to believe it because
it is being framed as just a public relations exercise.
The reason this is happening, and let's be clear, the Defense Intelligence Agency, which
I'm being generous when I say this, is sort of considered the redheaded stepchild of the
intelligence community.
I mean, there's a reason Mike Flynn was the head of DIA at one point, right?
They came out with an early preliminary assessment, graded quote, low confidence, that said that
actually we kind of nicked it, but we only set the program back a couple of months.
Yeah.
CNN, New York Times, Washington Post, they all ran with this as any reporter covering
national security would do.
If I got my hands on a document or I was read by a source, this is an IC finding.
I would report it because it's newsworthy.
It's in the public interest.
And to the credit of these journalists, because Trump is now going after them hammer and tong,
demanding Natasha Bertrand be fired from CNN,
they did frame it correctly.
They said, look, this is a low intelligence assessment,
it's early days, there's gonna be more
as BDAs come in, et cetera, et cetera.
But what happens is, and a lot of this falls to sub editors
and just the nature of a 24 hour digitally driven news cycle,
you read a headline that says, US Intel says, Iran program still doing dandy, not knocked out, just a few months. To the layman,
that sounds like, well, this has just been a complete anticlimactic disaster. We went to war
with Iran and didn't even accomplish our objectives. No. Again, asteris, asteris, asteris. It all
depends on what comes later. Now, the Israelis, who, as we've discussed, have a very extensive and sophisticated intelligence
gathering program such that they have infiltrated the Iranian regime, and I would rate the Iranian
intelligence service probably second in the region, at least up until recently, they have
two interests now.
One, what are the facts?
What actually happened?
Because as you point
out, this is an overriding national security concern for themselves. Two, how can we help
craft the media narrative to back up Donald Trump and what he's trying to do, which is
to suggest that a military option was successful? And it's very difficult to parse the facts
from the bullshit.
When we're getting facts and when we're getting Donald Trump.
Exactly.
I mean, a lot of this will come out eventually.
It also is kind of one of the weaknesses of having just like an insecure, bloviating idiot
as the president, right?
Where it's like, and we're going to get into this in the NATO stuff, right?
If countries didn't feel like they had to rub Donald Trump's belly to make him feel
good to get America to be nice to them, then maybe we would be getting more accurate, straight
information from countries that are allies rather than sucking up.
Trump has also made himself a hostage to fortune.
He goes in with a 30-minute military operation, comes out.
I know everyone wants to call him daddy, but if anybody, if you should be calling daddy, it's
the B two bombers. I mean, I've never seen such sort of
pornographic exaltation in military hardware in my life. I
mean, everybody's like, Oh, my God, these players are amazing.
And they're built for its purpose. And they've done it.
And the pilots are the pilots, you know, they're, they're like
pole dancing inside the cockpit of the fucking plane. I mean,
it's, it's just, it's obscene, right?
Okay, fine.
So he gets his bright, shiny moment and then he's like, mission accomplished, we're all
done here.
Well, what if it wasn't accomplished, at least to the satisfaction of what he believes is
necessary?
Does that mean you're going to do it again and thus contradict everything you've just
said?
And it puts the Israelis in a bind too, because if they feel there is a need for further military
Action either renew the ground the aerial campaign or a ground operation. I mean their plan B going forward
From even before this I mean they planned for this for 20 years their plan B
In the event that the United States did not do what it's just done was send in a commando team with
sufficient air cover, which the Israelis had established with air supremacy after 36 hours
of bombing Iran, and try to take out Fordo from within.
So you mine the place, you go inside, you just blow the whole thing up.
If they have to do that, then again, nobody will ever believe a word out of the US government.
The IC will be completely and utterly discredited, except maybe this leaker from the DIA or the
NSC, or probably more likely a congressional staffer who got the DIA assessment who leaked
it.
Up will be down, black will be white, and the conspiracy theory that Trump has been
pushing for so many years will sort of become a self-fulfilling
prophecy, right?
The IC is now fatally compromised and we don't, and this is going to have detrimental effects,
not just on Israel, Iran, but on other things like Ukraine, Russia, China, Taiwan, shenanigans
that the North Koreans could get up to.
I mean, you name it, right?
So we've, we've, he sort of put himself in a box here and it's gonna be very difficult
for him to struggle his way out.
You've referenced it now as I believe
animal house and pole dancing.
And so I think we just gotta give the people what they want.
Pete DeGeseth had a press conference this morning
that Donald Trump called one of the greatest,
most professional, most confirming in quotes, unclear
why, press conferences he has ever seen.
And so I want folks to judge for themselves a little bit.
Here are a couple of clips from Pete Hexeth this morning.
How many stories have been written about how hard it is to, I don't know, fly a plane for
36 hours?
Has MSNBC done that story?
Has Fox? Have we done the story how hard that is? Have
we done it two or three times?
Let me read the bottom line here. President Trump directed the most complex and secretive
military operation in history. And it was a resounding success resulting in a ceasefire
agreement and the end of the 12-day war.
It's like a combo between an executive producer at Fox yelling at his underlings
combined with Sean Spicer. Like a little Sean Spicer.
What's also funny is in Kane's presentation, I mean, this is a very serious guy,
as is accomplished military officer.
Despite the fact that Trump refuses to call him by anything except a name.
Well, he calls himself that, to be fair.
But you can see the desperation for that sort of cinematic Hollywood quality because he
goes, and I just let it be known that in the Air Force base in Missouri where these planes
took off, there is no volleyball tournaments and no football on the beach.
Okay, so now we're talking about Top Gun, which if you recall, I mean, it was basically
the greatest product ever produced, soft power exercise by the military industrial complex,
not Air Force, by the way, Navy.
But so like, they wanted this thing to end with a shirtless Val Kilmer high-fiving Tom
Cruz on a beach saying, I'll be a wingman any day, man.
That's how this is supposed to go.
It's all TV.
It's all spectacle.
It's all pageantry.
People are like, why is he beating up on Bibi?
Why is he so upset on the tarmac headed off to the Hague NATO summit a couple days ago
saying the Israelis and the Iranians don't know what the fuck they're doing?
It's because-
He's messing with the script.
He's messing with the script.
This was not the Hollywood ending, right?
Don't screw with my ceasefire, my perfect, beautiful ceasefire.
Season two's cliffhanger is not yet.
Don't get ahead of yourselves here.
This is a guy, look, he's a product of television and the tabloid press, controlling his own
narrative since he was an outer borough real estate developer desperate to make the show
in Manhattan, right? For him, geopolitics and foreign affairs is the same, there's no
different. If it's not, it's not sort of tidally written up, like a Netflix series, it's just,
it's not worth it. So anybody who's going to spoil his pageantry is going to come down,
he's going to come down extremely hard on it, be it the Israelis, the Iranians or whomever.
You know, I was young. Baluda, what were the character's names in Animal House?
That wasn't really a big Animal House man.
Blutarski?
Blutarski, I think.
Blutarski, yeah.
I can't, you know, I've watched that movie so many times and it's actually based on my
alma mater so I should know this.
Okay.
Well, here's Blutarski.
That's a big fail for you, Michael Weiss.
It's a huge one.
Here's one more clip from Blutarski.
He's yelling at his former, I guess maybe a sorority girl that didn't give him the attention
he wanted.
Let's listen.
There were satellite photos that showed more than a dozen trucks there two days in advance.
Are you certain none of that highly enriched uranium was moved?
Of course, we're watching every single aspect, but Jennifer, you've been about the worst.
The one who misrepresents the most intentionally what the president says.
I'm familiar.
I was the first to report about the ventilation shafts on Saturday night.
And in fact, I was the first to describe the B-2 bombers, the refueling, the entire mission
with great accuracy.
Jennifer Griffin throwing down at her former colleague there.
It's crazy.
Fox News reporter, superb reporter by the way, who's had to push back against her own
network.
Maybe the only good reporter left over there, honestly.
He's attacking her.
I mean, again, it's playing the man or in this case, the woman, not the ball as they
say, right? man or in this case the woman, not the ball, as they say.
If you work in government, especially if you work in the Pentagon and you're waging war,
which usually tends to go sideways a bit or maybe more than a bit, you have to put up
with these sort of critical and in some cases severely skeptical questions.
This guy just doesn't want to hear it. Again, where's my high five on the beach, Jennifer?
I just spiked the ball.
Where's my, hey, bro, good shot.
That's what this guy has desk before.
He doesn't want to hear, gee, maybe some highly enriched uranium went skedaddling in the back
of Toyota Hiluxes at some point.
It's just not the script.
He's very emotional.
Yes. He's very emotional and defensive and sensitive. We do honor the pilots
here at the Bullhawk. They did great work and we do honor our servicemen and women.
I want to offer you just kind of the biggest picture view of this. We got some feedback
yesterday from a valued confidant. I've been deeply torn about the whole thing, you know?
And at times I've been wanting to,
look, I don't like the Ayatollah.
I don't want Iran to have a nuclear weapon.
I don't particularly think
it was an acute national security concern for us
in like the short term, where it was like an urgent matter.
But at the same time, I've been, you know,
even though Pete doesn't want to admit it,
like they've been getting credit. Like people have been, you know, saying, Pete doesn't want to admit it, like they've been
getting credit. Like people have been, you know, saying this was a good mission, heck
of a job. The feedback I got was that like, really in the grand scheme of things, like
yes, it was successful. Like the bombs, like the narrow element of did bombs hit building?
Like, and did the building have bad material was kind of a yes, that's good. Like, is Israel safer than it was two weeks ago?
Yes, which is good.
That said, looked at it from another way, wasn't completely successful and it can't
be.
Like, you can't just take out Iran's nuclear system from the air.
They lied about it right off the top.
Israel did most of the heavy lifting here and like we did the one thing they couldn't
do.
There wasn't really a great threat to the US acutely. And now you could argue maybe the threats are higher. You're
already seeing this. They're having to take some of their immigration goons at the FBI and CIA and
redirect them back towards, you know, terror threats. Trump doesn't have any interest in the
long-term goals that might make the region safer. He's not, He doesn't want freedom for people in the Middle East.
He's happy to have other autocrats running places. And so at that biggest level, like,
fuck this. No, it was not a success. What would you say to that framing of the situation?
Again, my objective here has been very narrow, which is I want to follow the reporting and I don't
want to speculate or even offer any kind of editorial comment.
I don't know if this is going to pay off in the long run.
Nobody does.
The thing that bugs me is everybody who is extremely sure that Israel and the United
States were not going to go to war with Iran, and then they did, then became extremely sure
exactly what Iran was going to do in response, right? And you know, I was hearing doomsday scenarios, World War III
is going to break out, and what did the Iranians do? You know, they rocketed our
airbase in Qatar, giving the Qataris and the United States advance notice. So we
had cleared out most of our personnel and most of our hardware, and everything
was intercepted. It was a damn squib exercise designed basically to show their people to save face internally
because this regime has been, I mean, eviscerated.
I think the one takeaway I think I'm okay in making now is if there is a positive outcome
of all of this, it has to demonstrate that a regime that has been built up, both in its own internal mythology and, frankly speaking, in the minds of Western
military analysts and subject matter experts for decades as an impregnable fortress, an
empire in the remaking. You know, Qasem Soleimani, and I was susceptible to this too. Qasem Soleimani, he was a superb intelligence officer and military commander, and he did
build an incredibly effective proxy apparatus across the region.
His death, which happened, again, Donald Trump bombed him and took him out when nobody thought
anybody in the United States would ever take out the Quds Force commander, I think lead was the first domino to fall and to show that actually Iran is quite hollow
and it's quite weak.
And obviously October 7th and the sort of multi-theater operations that the Israelis
have waged, not just against Hamas and Gaza, but most specifically Hezbollah in Lebanon.
I mean, they neutered Hezbollah to such a degree that Hezbollah came out repeatedly and said, we will not defend Iran in this war because they did not
come to our rescue when Israel assassinated Hassan Nasrallah, Secretary General, the entire
upper echelon command structure of Hezbollah, and then famously with the Pager Mossad military
intelligence Pager explosions, took off the balls of, you know,
the middle cadres of Hezbollah.
So Israel has, in the last two and a half years, essentially chipped away at the IRGC's
power projection project and really demonstrated in a way that the emperor has no clothes.
Now, that doesn't mean that Iran is not a threat and there's lots of things they can
do.
Yeah. Just really quick on the Israel thing though, because that, I guess that Iran is not a threat, and there's lots of things they can do. Yeah.
Just really quick on the Israel thing though, because I guess that is the point I was trying
to make, is that what really this was, was Donald Trump watching his stories and seeing
that Israel had been very successful at this, and now coming in and being like, I want a
bit of the credit now.
Right.
And it's kind of like, well.
Coming back to the Hollywood or. Right. And it's kind of like, well. Coming back to the sort of Hollywood, yeah, the Hollywood or TV metaphor.
He saw a fantastic season one series and he wanted an executive producer credit on that.
And the Israelis, their purpose in going to war with Iran, I wrote a piece about this.
It was one, first and foremost, to try and degrade or destroy Iran's nuclear program,
but also to take out their ballistic
missile capacity, eliminate all air defense systems, which they've more or less done.
I've seen different projections or assessments that anywhere between 50% and two-thirds of
Iran's missile launchers have been destroyed in this 12-day campaign.
That's huge, right?
Because that's the other.
Their conventional capability was seen to be quite formidable up until recently.
But the second order priority for the Israelis was to telegraph to the United States, come
on in, the water's fine.
You can do this too.
You know, we've cleared the path for you.
Which is basically what worked.
It was so tantalizing a prospect to Donald Trump that all he would have to do is, you
know, drop half a dozen bombs and go home.
That they played him sort of magically in that way. Donald Trump that all he would have to do is drop half a dozen bombs and go home, that
they played him sort of magically in that way.
We'll see if they can keep doing that.
I think that, I guess that's my point, is that that prospect becomes potentially a little
more challenging depending on what happens inside Iran in the next little bit.
Yeah, but look, I just want to also emphasize, I'm kind of with you on, well, what is the
immediate threat to the United States
with the state of Iran's nuclear program as it was prior to two weeks ago?
One thing I would push back on is, and we get this wrong a lot, a lot of the commentariat
in the United States sees Iran as the best friend we just haven't made yet, right?
Not made.
Much like a lot of the commentariat in the United States sees Russia as the best friend
we just haven't paid yet.
I just want to remind people, Iran has done some pretty horrific things, including, I
mean, one of the IRGC generals that the Israelis assassinated was in charge of the Hezbollah
project to blow up Jews in Argentina in 1994, the AMIA cultural center bombing.
It was pretty horrible, right?
I mean, they were also in charge-
That guy's pretty old, so it's probably easy to target him.
He's probably's pretty horrible. Right? I mean, they were also in charge- That guy's pretty old, so it's probably easy to target him.
He's probably walking pretty slow.
Yeah.
A lot of these guys are sort of graying mains of the Islamic revolution, right?
But they're hard to replace for that reason because they have so much experience.
Leave aside what they've done to Israelis, to Jews, to Americans, what they've done to
other people in the region, including Sunni Arabs in Syria.
I mean, without Hezbollah on the ground,
Bashar al-Assad's bacon, I mean,
he would have been cooked in 2023, 2024, right?
So Iran came to his rescue on the ground,
Russia came to his rescue in the air.
You see how that worked out in the long term
after October 7th, when again,
Israel completely destroyed Hezbollah,
ran bombing campaigns galore for 10
years inside Syrian airspace. Again, another piece of conventional wisdom was the Syrian regime has
the most formidable air defenses in the region. If you want to make an Israeli military officer
laugh, tell him about Syria's formidable air defenses. That was their backyard for 10 years.
And internally, inside Iran, what they do to their own people is pretty horrific, right?
So I shed no tears for seeing IRGC personnel wiped out.
I shed no tears for seeing Iranian ballistic missiles destroyed.
I think, yes, a lot of variables and, to coin a phrase, unknown unknowns going forward.
But again, it is a very useful exercise, especially
for intelligence gatherers to see how Iran is able or unable to fight a conventional campaign
against a peer adversary, or in this case, I would say a much more superior adversary,
which is Israel. And I think that was part of the sort of exercise here for the Israelis to
demonstrate to the world, this is not a powerful, strong regime anymore.
They are at the most vulnerable, strategically at their weakest that they have ever been
since 1979.
And you know, okay, maybe that was worth the price of admission alone.
Pete Slauson Move on to NATO, really quick.
Within NATO meetings, there are two things I want to talk about.
One is related to this in the Middle East. What are my takeaways? And I understand that there's not an unlimited number of patriots
in the world, patriot missiles. There are hopefully an unlimited number of people who have patriotism
in their heart, but not an unlimited number of patriot missiles in the world. But watching how
easily we rebuffed the fake Iranian attack in Qatar and Bahrain. My initial response was, again, it's like,
well, weren't those resources better served in Ukraine? Why aren't we helping Ukraine
more? Why aren't we helping Ukraine more? Russia seems to me to be a more acute threat
than Iran. Neither of them are particularly, but there's a war happening in Europe on the
European mainland where Russia took out a
passenger train earlier this week in a hospital and a school.
And at NATO, Trump, I guess, it's always like Trump expresses openness to everything.
If you're ever like, will you consider this?
He says, yes, no matter whether it's a good thing or a bad thing.
But he did express some openness to providing air defenses to Ukraine.
Have you learned anything from the NATO meeting?
Is there any potential cavalry coming for Ukraine?
Okay.
So here's the sort of most optimistic gloss I can give you.
Number one, let's start with Lindsey Graham and Richard Blumenthal's big bunker-busting
sanctions.
Oh my God.
The most optimistic gloss you can give me starts with Lindsey Graham.
That's not encouraging.
Yeah, well, okay.
So this is sort of at Lindsey Graham's expense, but the ending is a little happier than it
might seem.
Okay.
He's been going on and on about this bill, which would impose 500% tariffs on any country
that imports Russian oil, gas, uranium, or petroleum products for months now, right?
He's got an 84 Senate member veto-proof majority on board to pass this thing if it's up for
a floor vote.
The House usually follows the Senate in this regard.
Why hasn't it been put up?
The conventional wisdom would have you believe it's because Donald Trump does not want any
sanctions.
It's true to a degree.
Donald Trump does not want any sanctions, and he's been very clear about that.
It's why Marco Rubio publicly says no sanctions, but privately tells everybody we need sanctions
on Russia.
The other reason, though, and here's where you get the nitty-gritty of congressional
bureaucracy doesn't really come out in the Western reporting, is that the bill was drafted
horribly, and it was so broad in scope that it would be unenforceable.
More to the point, it actually penalizes European countries that agreed with us when we imposed
our sanctions policy to wind down their dependency on Russian energy.
Instead, we're going to beat up the people who said, we agree with you.
It's just going to take us time to get our house in order and become energy independent
and put sanctions on them, which makes no sense, especially at a time when the US-European divide is widening and the Russians are exploiting that chasm.
Their messaging now is not that the United States is evil.
It's that the Europeans are fascists and, oh, Russia, we are the great ally of the United
States in defeating fascism.
Why are they doing that?
Because they see that NATO, the transatlantic relationship is kind of, it's on the skits.
Right now there is an effort to rewrite the Graham bill and tighten it up and make it
actually not just enforceable, but really crippling to the Russian economy.
More to the point, if that thing does pass, and again, it's veto proof, so even if Trump
says, I don't like it, well, too bad.
You've got enough senators who go with it, unless he really applies the pressure and
threatens to primary them up.
But 84 is a lot, right?
If it passes, it puts paid to any notion of a US-Russian reset or rapprochement, or I
think more ambitiously, strategic realignment with Russia, which has been the real danger.
So let's see.
Yeah, for me, I'm probably less than 50% this thing would get done. But there is a sort of more nuance here than perhaps comes
out in the reporting.
The second thing I would say is, speaking
of this divide between the US and Europe,
I don't like it when NATO Secretary General calls
Donald Trump daddy.
OK?
I especially don't like it when the White House
tweets daddy's home.
Just really quick, just for people who did that,
because I didn't see, I was not watching the fucking live press conference
And so I was like why did the NATO secretary call Trump daddy and Trump was doing the stupid thing that he's been doing where
He's like the Ukraine and Russia like two kids fighting on the playground. No, no, no, Israel Iran
Oh, sorry this time it was Israel Iran. They were fighting on the playground. Yeah
Well same same metaphor he's used and it it's like, sometimes you got to let them fight it out, you know, and let
them blood each other up a little bit. And then Rudo is like, well, no, sometimes daddy
has to use certain language and tell him to stop.
Daddy. Yeah. I was like, you know, dude, you're from the Netherlands. There are places in
the red light district of Amsterdam where you can work through some shit, where you
don't have to be referring to the President of the United States as daddy.
But now the White House is just taking this up.
They're tweeting this out.
Maybe the Dutch.
The Dutch are so weird with their eating.
Like you, there are two things that I don't like in this world, which is that people that
are intolerant of other people's cultures and the Dutch, they have a weird culture,
and it might not have translated right.
Daddy might have a different meaning.
No. Well, yeah, I think there might be a bit of a disconnect in Dutch English there.
On the psychosexual element?
Yeah. I mean, the Dutch language to begin with is sort of somebody invented at three
o'clock in the morning with Pete Hegs' drinking.
He didn't know how you did it.
Yeah, I know.
We have an unserious problem.
We have an unserious problem when the secretary general of NATO is calling the president of
the United States daddy.
However, however, look, let us say like, Ed, I want to inject a little nuance here.
Has it been the case that other allies in NATO have not contributed their fair share
to defense spending so that the benchmark was, I think,
two, 3% of your GDP has to go to defense.
Donald Trump came in and arbitrarily raised that threshold
to 5%, pulled it out of his ass.
But all of a sudden, everyone at NATO has affirmed
that's the benchmark we want to reach, except the Spanish.
Except the Spanish, got it.
No, they're socialists, and I was just in Spain,
and I can tell you.
And Trump also still doesn't understand
how the system works.
He keeps being like, why won't Spain pay the 5%?
I'm like, it's not dues like a country club.
It's not dues, right.
It's a guideline, not a requirement.
But the fact that they've all committed to do this, the fact that across the board, European
allies are spending more.
I mean, Germany is now, you know, Schultz, when the full scale invasion came out, he
gave this speech known as the Zeitinventa speech, or the turning point speech.
And it was all sort of smoke and mirrors because Schultz was terrified of Russia and terrified,
frankly, of his own policy toward Ukraine, which was actually robust security assistance.
The Germans have given more to Ukraine than any country in Europe, and it's not even close.
But in comes the new chancellor, Friedrich Merz, who's actually putting some flesh on
the bones. And Zeit Inwende is now a thing.
Germany is set to spend, I think it's 3.5% by 20, just in a couple of years' time.
They've committed another $8 billion to security assistance or 8 billion euro to security assistance
to Ukraine for 2025.
Merz is serious about German national defense and also recognizes the threat posed by Russia.
This is all to the good.
So, if coming away from the Hague is flattering daddy and patting him on the head and saying,
without you and without your brilliant bunker busting bombs in Iran, we'd all be nuclear
ash and we'll do whatever you want.
If that gets the Europeans not only to spend more on defense, but also and more critically
The Europeans spend more on defense without flattering them.
Well, you would think man, you would think I mean, I don't know.
The energy I was looking forward to shout out the Dutch.
Did you see the Queen of the Netherlands, like mocking his mouth movements?
Yes, I'll put a little link for people who need a little joy.
But also, as a conclusion to that, if it also keeps Trump happy with respect to the trans-Atlantic
relationship, and he said, I think at one point, I came here, literally before he arrived
in The Hague, he was asked, would you enforce Article 5?
And he was sort of like, no, no, no.
Or there's multiple interpretations of Article 5.
No, there's one interpretation.
An attack on one is an attack on all.
We come to collective defense.
Now he comes away saying, well, the scales
are falling from my eyes, and these free-loading welfare
queens of Europe have flattered me and polished my throne
and praised me to such a degree that suddenly,
eh, I might actually come to their defense
if they get attacked.
It's not great, but given the low threshold for good news these days, it's not a bad result
either.
It's cringe to watch this.
Nobody I know in the NatSec world likes to see the Europeans kowtowing and basically
treating Trump like the authoritarian of authoritarian dictator who has
led Europe to war time and time again.
But they understand that unfortunately right now, Europe has not got, and not because of
a lack of economic capacity, but political will has taken a long time for the Europeans
to get to sort of see the future here.
They have not got the ability to stand on their own two feet just yet.
So they have to keep the United States sweet
If only to receive weapons from us to buy weapons
Which they can then donate to the Ukrainians and also to make sure that the messaging on NATO and article 5 is good
Are we giving Patriots to Ukraine according to Trump? He is looking into trying to find more
They're few and far between honestly. This is the problem
We are looking to source them from other countries such as Israel because these batteries are
hard to find.
It is tough.
But keep in mind, too, just one last point, if I may.
Trump is dazzled and completely impressed by the military genius of Israel bombing Iran
and taking out their aircraft and air defense systems and ballistic missile launchers in
Iranian territory, less impressed by Ukraine going into Russia with FPV drones and taking
out Russia's fleet, or at least part of Russia's fleet of strategic bombers.
So it's the same principle, kill the archer instead of shooting down the arrows.
But when Ukraine does it, it's a no-no.
When Israel does it, it's, I got a piece of this action myself, right?
Very last thing, are we going to have an Abraham Accord expansion? Why do I keep seeing tweets
about that?
Witkoff is teasing it. My guess, they're trying to work something with the Saudis.
They're trying to work something with the Syrians, to be honest. If the former lieutenant
of Al-Qaeda in Iraq recognizes the state of Israel before Saudi Arabia does, I will...
Yeah. Okay. Welcome to the Middle East! We'll keep an eye on that. Michael Weiss, thank
you as always. Appreciate your judiciousness, your 1980s movies references,
and we'll see you soon. Thanks, man. Anytime. Everybody stick around for
Jonathan Cohn. All right. He writes the breakdown newsletter for the bulwark. It's new. You better be getting
it. It is extremely valuable. It makes me smarter. He also has books, which include
the 10-year war, Obamacare, and the unfinished crusade for universal It's my new-ish colleague, Jonathan Cohn. How you doing, man?
Hey, I'm just trying to keep up with everything and decide if I have to republish the book
on the 10-year war as like the 18-year war, the 20-year war, I guess we'll see.
It shows the limits of creating names such as this. You know, the president has decided the Israel-Iran
war is the 12-day war. We were just talking about that. It might turn out to be a little
longer than 12 days. We'll see how it goes. And you and Trump have very little in common,
but in this case, maybe you might be learning a lesson together.
Yeah, not that much in common. But hey, you know, I'll take a lesson wherever I can get
it. So there you go.
One of my favorite quiz questions to ask my MAGA family members is,
or friends or whoever people I encounter, is what is a trait that Donald Trump has that you would
want your child to emulate? You have two children. Can you answer that? Do you have anything? Do you
have a single trait of Donald Trump's you wish your child would emulate?
Oh boy. A trait of Donald Trump that I... This is hard.
I will say this.
I think something he does well as a politician, which is probably a good thing in life, which
is if he's intent on doing something, he doesn't let people dissuade him that easily.
I mean, I think in the reality that we live in, I'd prefer people dissuade him from most
of the things he wants to do.
But that ability to kind of block out the noise and believe that you're doing the right thing and
Pursue it I think is a valuable quality and I frankly wish
More leaders who I do like and agree with had that quality. So there you go self-confidence self-confidence
There you go. That's it. You can put up a little you know something in the bathroom in the guest bathroom
That's like a little affirmation about Donald
Trump that your children can admire. I'm sure they'll be very excited to hear this clip.
All right. You have a newsletter out this morning called The Big Beautiful Rush Job
about the BBB. You write that the goal is to start the voting process this weekend and
get a bill on Trump's desk by July 4th. That's eight days from now. Not nearly enough time
for Republican
lawmakers to figure out exactly what's in the bill.
It feels like we've been here before.
And that was complicated, kind of as you were publishing by this rule from the parliamentarian
that says that some of these Medicaid cuts don't fit within the rules, which we can get
into a lot of nerdy stuff about what the Senate could do about that.
But I guess just talking about the difference between Obamacare and this, because Obamacare
kind of had a reputation for getting rushed.
We got to pass the bill to see what's in it or whatever the famous Pelosi quote was.
Talk about the comparison between that and the degree with which they're trying to jam
this through.
Yeah.
I mean, there's that famous Pelosi quote that always comes up in these discussions.
And people are like, look, they secretly passed Obamacare.
They crafted it behind closed doors.
Nobody knew who was in it, which could not be farther from the truth.
They spent a year debating that bill.
There were long committee hearings in five congressional committees, hundreds of hours
of testimony, days and days of floor debate in
sort of multiple stages.
It was all sort of, you know, on the front pages, debated for months.
And for better or worse, a lot of the stuff that was said about the bill was wrong or
was exaggerated, but there was a lot of discussion.
The death panels, did the death panels ever come?
I was kind of having a secret interest in that.
Well, no, although we may get some now.
So you know, stay tuned from this bill, this Republican bill.
For better or worse, the process took a long time.
To the frustration, by the way, of the Obama White House, I mean, Rahm Emanuel was tearing
his hair out because it was taking so long to get this bill through.
And there was these long negotiations, the finance committee.
The quote that Pelosi gave that everyone used was basically she was saying, look, there's
been so much controversy, so much misinformation.
When you're finally done with this bill, people will see that what we're actually doing doesn't
match up.
There are no death panels, to take that example.
That was a year.
What are we doing here?
Go back to Memorial Day weekend, the week before Memorial Day when the House passed
their version.
They literally got language out.
They put the language of the final language of the book.
They were negotiating quietly what they were going to do, and they put it out on a Sunday
night.
I can't remember if it was Thursday or Friday they finally voted, but five days, five days
for a massive tax cut, huge cuts to healthcare, cuts to food assistance, by the way, ripping
out a generational investment in clean energy along the way just for kicks.
Now we're over in the Senate and they're doing the same thing.
We don't have final language yet.
Forget the Congressional Budget Office trying to do an assessment of it.
They're talking about, this is Thursday, they want to have a vote over the
weekend.
I mean, that is just bonkers.
Of course, if you go that quickly, of course the public's not going to understand what's
in this bill.
Of course, people aren't going to have time to analyze it.
Honestly, I'd be shocked if most of the senators and representatives voting on this really know in a kind of deep way
what's in this bill.
So let's zoom out and then talk about what is in the bill
and then we can kind of get into the parliamentarian
and the wrangling.
It's like super complicated bill by design.
What they've done is on the certain terms,
in terms of what they're doing to health care,
they've packaged all these provisions, these
targeted things that sound super complicated, you know, repeal the Medicaid eligibility
rule and change.
You don't need to know anything about that.
There's like a really simple way to think about what this bill would do, which is it's
going to take a trillion dollars out of government healthcare programs.
So a trillion dollars out of Medicaid and out of the Affordable Care Act, Obamacare. It's going to take a trillion dollars out of government health care programs. So a trillion dollars out of Medicaid and out of the Affordable Care Act, Obamacare.
It's going to take a trillion dollars.
That's a lot of money.
People, you don't know your budget figures.
Trust me, that's a big, big chunk of money in the federal budget.
Because they do that, a lot of people are going to lose health care.
There's an estimate from the Congressional Budget Office, 11 million people lose health
insurance.
On top of that, we have millions more who are going to have to pay more for healthcare
because they're going to have to pay higher premiums in Obamacare.
They'll have higher cost sharing.
This is going to hurt people.
We can argue about any of the individual changes here.
This is a good one.
This is a bad one.
This one won't be so bad.
There's room for debate on all this stuff.
When you take that much healthcare away from that many people, they're going to suffer.
They're going to have higher bills.
We're talking about a lot of low-income people, working-class people, some middle-class people.
They're going to have trouble paying their rent.
They're going to have trouble paying their grocery bills.
And they're not going to be able to go to the doctor.
And some of them are going to just go into deeper financial distress and
some are going to get sick and die.
Like a lot of reporters, I've been spending a lot of time interviewing people about this.
This week I was interviewing a woman from Pennsylvania.
She's a home care worker, right?
She cares for an elderly woman who can't get around.
She cooks, she moves her on the bed, she lifts her into a wheelchair.
She makes $14 an hour.
She can't afford health insurance, so she relies on Medicaid.
She also relies on food assistance.
By the way, Medicaid pays the agency for the care for the elderly, that then pays her salary.
You cut Medicaid and it affects her.
She's going to feel it.
She's in her 50s.
She's got a shoulder thing from all the lifting.
She's got some cardiac problems.
And maybe she gets to find a free clinic.
She can get the basic care, but she
can't get to the cardiologist.
She can't get to the orthopedist.
Best case scenario, she's in a lot more physical pain
at her work.
Worst case scenario, she can't work.
Worst, worst case scenario, she gets a heart attack,
something awful, and she dies.
And that kind of thing is going to happen.
I mean, that is what we're talking about with this bill.
We were talking about this last night and the next level.
I don't really understand why they're doing it.
I just don't.
Can you make heads or tails of this?
You've just been like, I guess, let's put it this way.
There are the people on the Hill, the congressional guys will have their own
self-identity. Maybe they just think government should be smaller so they're for any cuts or
maybe they feel guilty about how bad this is going to bust the debt so they feel like they
got to do something to save face. That's all kind of psychological analysis. Like the analysts, like you like read like the, you know, the
conservative analysts. Like what is the defense? I can't even find like a compelling defense
of doing it the way they're doing it. What have you seen anything?
Yeah, yeah, there is there is. So I mean, I want to acknowledge like there is a like
principled conservative argument, right? And I actually I respect people come out and make
these arguments. I think it's important to argue these things
in American politics now.
And they would say, you know, put in these money,
these programs in general aren't that efficient.
We could spend our money better.
We should have a smaller government.
We need lower taxes.
It's better for the economy.
And they think, you know, maybe there are trade-offs.
Maybe some people lose healthcare.
It's worth it in the end.
I mean, I don't believe that, but you know,
that's an argument we can have and we should have, and that's
why we have two parties to make these arguments.
In addition to that, there is a more detailed analytic argument that has been put forward.
There are some think tanks out there that have been making these arguments that basically
say, look, there's a lot of fraud.
There's a lot of people on these programs who don't deserve to be on these programs.
They don't really satisfy the eligibility.
There's waste and abuse.
These changes in this bill are going to cut down on it.
It will get rid of the people on Medicaid or on Obamacare who don't really qualify but
are getting in because they've managed to deceive somebody.
Then there's a separate argument about the work requirements is a second set of arguments,
which is that we think we should condition health benefits on work and the work requirements will a second set of arguments, which is that we think we should condition
health benefits on work and the work requirements will do that.
Those are the two big arguments.
I mean, there's others, but I'd say those are the two big ones.
I guess my point is that unlike some of the other big changes that have been made, if
you just go back to... I'm trying to think of another unpopular thing
that I was for on the conservative side,
the Social Security Privatization Plan, how about this?
The Social Security Privatization Plan had a lot of,
you know, very serious economists, think tank folks
who were excited about it and like made the case
about why this would be better for the budget longterm
and why it'd be better for people.
There were a lot of people on the Hill, like that is not really the case about why this would be better for the budget long-term and why it'd be better for people. There are a lot of people on the hill though. That is not really the case here. You
really have to kind of dig through for people. Do you feel that way or am I just missing it?
Is it somewhere outside of my bubble? I don't see anybody that's super excited about this.
There are people that are really excited about the fantasy that it's only waste, fraud, and abuse.
That's what I keep seeing is the defense of that it's only waste, fraud, and abuse.
That's what I keep seeing is the defense of it.
It's, oh, we're just getting rid of the waste, fraud, and abuse.
That's not true.
What about a defense on the merits of the actual program?
I think you're mostly right in picking up on something real here, which I think speaks
to the way this debate has evolved, which is he kind of go back 20 years, 25 years in the health care debate,
Republicans versus Democrats.
He had a lot of really heavy hitter kind of economists
and analyzed people places like American Enterprise Institute
where they would advise like John McCain
when he ran for president, for example.
There's some very formidable
conservative health care economists
on that side of the aisle.
Thing was those conservative economists, a lot of them, I think of one woman in particular
named Gail Walensky, she just passed away like a year ago, really brilliant woman.
She actually ran Medicare and Medicaid under Bush one, so under Bush 41.
Really formidable.
The thing was, she didn't hate, like she wasn't like totally against
government health care and she was, you know, government playing a role in health care. She
didn't want to screw the uninsured, right? I mean, she thought we should do something to cover people.
She has had a kind of conservative, more conservative spin on it. And I remember when they got to the
Affordable Care Act debate, I mean, she interviewed, I remember interviewing her at the time. She's like,
yeah, you know, I don't, I don't like, I think it's too much government regulation spending, but
okay, you know, put me in a room with a liberal economist.
I bet we could figure something out.
No space for that in the Republican Party of Donald Trump and MAGA.
They just want nothing to do with this stuff.
Most of the really serious, who would have been serious conservative intellectuals on
this 10, 20 years ago, they're not in the Republican Party anymore.
They're not welcome in the Republican Party.
They're either on an island by themselves or a lot of them have started advising Democrats.
I know this all sounds vaguely familiar.
There are exceptions.
There's this one think tank called Paragon Institute, which is run by a guy who was in
a top healthcare advisor in the first Trump White House, Brian Blase.
Very serious guy.
Knows what he's talking about.
As much as any
person or think tank, you know, they've been sort of responsible for putting out the material on
this. So there is, he's there, there's a handful of other people you can find in some of these
groups. But for the most part, the really serious people aren't part of the Republican
universe anymore. All right, congrats, Brian Blaze, PhD. I'm just checking him out. Nice haircut.
I want to talk about two more things for others,
the real effects of what you expect based on kind of
what we know about the bill now on people,
and then, you know, kind of this parliamentary debate
that's gonna be raging over the next few days.
So just unlike the primary and secondary effects,
and you mentioned the anecdote of the woman,
what exactly are the programs and the impacts
that people are going to feel?
So, I mean, the biggest cuts in this bill are to Medicaid and the Affordable Care Act
Obamacare. And there's sort of two kind of sets of really big. So one is a kind of whole,
there's a lot of new rules and new procedures for what you need to do to sort of qualify and stay
eligible for these programs, right? More paperwork, which is great,
which is very conservative.
Right, right, I mean, you know, we're supposed to-
Anti-abundance.
It really is.
But that's sort of the point here is that, you know,
the sort of the theory of the, oh, we have all this waste,
we have all this fraud,
we need to really carefully screen every single person
and make them file their income every month, et cetera,
to sort of make sure that, you know,
we're not getting somebody who doesn't
belong on the program.
You can do that.
Look, there are.
Any large program, there are people who aren't eligible for various reasons.
Certainly, there's a good, smart way to avoid that.
What they've done here is basically say, we're just going to throw up a lot more paperwork,
put all these more procedures, and we know what happens because we've tried this before.
It's obvious if you've ever had to deal with a government agency, you know how this works.
It's just so easy for errors to come up.
Their agencies are underfunded, so they can't deal with problems as they come up.
Think of who you're dealing with here.
You're dealing with a population that's probably a lot of people, seasonal workers, they have
trouble getting documentation to show that they're working.
You have a lot of people, maybe they don't have great access to technology, they don't
know how to use technology, especially to get to older cohorts.
The polite word in the policy world is friction.
We put friction in the process of getting on these programs.
It's really what we want.
We want to make it as hard as possible for people to get healthcare.
That's great.
More friction in the process.
Yeah, got it.
Literally, that's what we're doing here.
Then there's straight up cuts.
This doesn't get enough attention because to the extent that people are paying attention,
we talk about the work requirements or whatever.
They're actually just straight up cuts, especially when you see a really in the Affordable Care
Act part where they're changing the standards for what insurance has to cover or how much
assistance you can get through a tax credit.
The formula is tweaked.
Again, it's one of these things that if you look at it, you have no idea.
But it's going to mean if you're a kind of working class, you buy coverage through healthcare.gov
and right now with your tax credit, you're spending $200 a month or something on your
insurance. Well, now you're going to go ahead and to get that same insurance, you'd have to pay
more or you can keep paying the $200, but suddenly you're going to discover that your
copay at the pharmacy is double what it was.
That's the primary effect.
The other thing you said, the way the formula is working, there are also changes in formulas
for the states in a big way. That is why you see a lot of the rural hospitals formulas work. There are also changes in the formulas for the states in a big way, and that is why you see a lot of
the rural hospitals freaking out.
Because that is another, I think, real tangible impact
potentially that folks are gonna feel.
Because if there's different formula going to these states
and the states are getting less money,
well, that's gonna come out of something.
Yeah, and the rural hospital pieces, there's a reason we keep hearing about it in the news.
Rural hospitals, just the finances of rural hospitals, it's really tough.
It's tough to make money as a rural hospital.
They've really become dependent on Medicaid.
Depending on how these cuts go through, a lot of them are going to struggle.
We've already had rural hospitals closing.
You're going to see more rural hospitals closing.
I think this is so important because it shows how, even if you're not on Medicaid, even
if you have good employer insurance, how this can affect you.
Imagine you live in rural Nebraska or Louisiana or Michigan, where I live.
Let's say there's no upper peninsula.
You have one hospital in a 50, 60 mile radius.
Your upper peninsula in Michigan will do my state.
Your upper peninsula is the winter,
and you're pregnant, you're due,
and suddenly you gotta go in,
three weeks early you're in labor,
and it's the snowstorm.
And now the hospital that was there isn't there anymore.
They don't do maternity services, let's say, or whatever.
So you can have the best insurance. You can be very well off. You can never touch Medicaid or Obamacare. Doesn't matter. You
still got to drive in a blinding snowstorm, 60, 70, 80 miles, which is probably not what you want
to be doing when you're in labor, or especially if you're hopefully not, but you're in some kind
of distress. So this affects everybody, even people who aren't dependent on these programs.
Our minds go to these totally opposite places you're in the upper peninsula
it's a snowstorm I'm thinking that like you're down in the bayou
and it's like you got to get up to Homa you know you're down there in Meadow
anyway yeah it's that's ugly.
All right, so the news this morning was essentially, how do I explain this in a way that takes
out as much jargon as possible?
In order to pass this thing with only 50 votes, because there are only 53 Republican senators,
you can't have the 60, you can't overcome the filibuster.
You can do that through this system called reconciliation.
Most of the big budget and tax bills that have been passed in my adult life have come through reconciliation. Reconciliation
comes with certain rules about what can be included in it and what can't. There are also some rules on
how much can add to the deficit. This is a little bit easier to get around.
There's a parliamentarian in the Senate that looks at it and is like, well, this can fit in
reconciliation. This can't. There's some news this morning. The parliamentarian in the Senate that kind of looks at it and is like, well, this can fit in reconciliation, this can't.
There's some news this morning that the parliamentarian essentially said that a big part of these
Medicaid changes cannot be included in the bill, which means that the Republicans are
either going to have to say, fuck you, parliamentarian, and vote to overrule them, or some of these
cuts won't be included in the bill, which maybe creates political problems.
Is that a good assessment?
That was a really good explanation,
better than probably what I would have come up with.
But yeah, I mean, basically.
So what are the parts that are then now
gonna be debated over, as far as you can tell?
So there was a piece last night,
a big piece that got cut out,
which was, I'm not even gonna try to explain this one
This one revolved like this is I literally when I wrote about this
I I had to put it and I just finally gave up and I put it in a footnote because it was so
Complicated and the footnote was like I think broke the record for longest footnote in the history of bulwark footnotes
In the footnotes on the bulwark just read the footnotes, yeah, you know
But they're called I'll just say it has something to do with something called cost sharing reductions.
If you really care about it, just Google it and parliamentarian, you can read all about
it.
They've knocked out about 150.
Well, I don't know the exact number because, as always, these things, they don't say this
thing is out and this is how many dollars you lose because it's not always clear.
It's one to one, but it could be like $100 billion, maybe more.
Then this morning, there was a whole list of pieces they knocked out, the single biggest
one of which was a change to something called provider taxes, which is the thing you were
referring to a little while ago, which has to do with how states get money from the federal
government and that sort of budget gimmick they've traditionally used to get a little
more.
I spoke to some budget analysts this morning as this was breaking. Their feeling was you kind of put those two together, you're
looking at somewhere between 250 to $400 billion in cuts that just got taken off the table.
Now, again, what do they do? Do they just overrule the parliamentarian? I think Trump just like five
minutes before I got on, I think said, can you believe the parliamentarian? I think Trump just five minutes before I got on said, can you believe the parliamentarian?
It's the deep state whatever.
I think Thune, who's the majority leader in the Senate, has already said we don't want
to overrule the parliamentarian, although they did it once already for something unrelated
a couple weeks ago with the California environment, overriding a California rule on emissions
and cars for pollution.
So they could overrule it, they could not overrule it and try to reword.
It's a lawyerly thing, so you can try sometimes to restructure, reword the provision so that
it can get the okay.
They can look for other cuts or, I'm just going to throw this out there as a wild idea,
they could just not cut Medicaid as much.
I mean, that's
possible.
Well, that'll be something to watch. So of the total amount of cuts, it's what, like
a third, essentially?
I mean, it's a lot, right? I mean, we're talking a trillion dollars in total cuts to healthcare
roughly. So if you're, you know, dang, yeah, I mean, you're somewhere between a quarter
and 40%, maybe. And again, we'll see, it always takes a few
hours for everyone to figure out the numbers, but at least based on what we last heard,
yeah.
All right. We'll keep monitoring it. They just kind of jam this thing out over the weekend.
We will keep everybody posted. But it's one of these things where, and your news letter
kind of framed it like this about how TV news has not covered this as much, given the real
impact it's going to have on people as compared to you know some other things in the craziness of our political world
right now and part of it is just because of this like this stuff is like very
complicated right like it's complicated to do but of all of the stuff that Trump
is doing like it might be the thing that ends up affecting people's lives the
most directly so we're gonna keep working on it Jonathan's covering it read his newsletter and we'll be talking to you soon. All right. Thank you
so much to Jonathan Cohn and Michael Weiss. We will see you all back here tomorrow. We've
got another doubleheader tomorrow. It's going to be a good one. Stick around. We'll see
you then. Peace. Rather than the pinch, listen to her howl, girl
Rather than the tension, making you detest, girl
Highway to the danger zone
Ride to the danger zone
I'll take you running through the danger zone
Heading into twilight, spreading out her wings tonight
She got you jumping off the deck, shoving into overdrive
Highway through the dangers I own
I'll take you running through the dangers I own
I'll never say hello to you until you get it on the red line, oh lord You'll never know what you can do until you get outside of the UK.
No!
The Bulldog Podcast is produced by Katie Cooper with Audio Engineering and Editing by Jason Brown.
