The Diary Of A CEO with Steven Bartlett - The Man Who Predicted The Iran War: The Next 9/11 Will Target Your Bank Account! | Professor Jiang
Episode Date: September 14, 2026Could war and global trade breakdowns trigger a modern Bronze Age collapse? Uncover the hidden geopolitical forces dismantling the American empire and what this shift means for our future. Professor J...iang Xueqin is a renowned geopolitical analyst and Yale educated scholar who applies rigorous historical patterns and game theory to forecast the world's most catastrophic conflicts. He returns to reveal the hidden vulnerabilities of our modern civilization by mapping the intricate connections between natural resources, military hegemony, and global supply chains. This urgent analysis provides a framework to help everyday people find meaning and resilience amidst the impending global chaos. In this episode, he explains: ■ The Innovation Equation: Why technological progress is strictly dictated by specialization multiplied by globalization. ■ The Petrodollar Collapse: How the entire global economy relies on US military hegemony and the Middle East. ■ The Hubris Trap: Why mass, resources, and technology eventually become a nation's greatest weaknesses. ■ The Next Geopolitical Flashpoints: How severe water scarcity and shifting demographics in the Global South will trigger mass migration, intense polarization, and potential civil wars across Western societies. ■ The Financial 9/11: Why the next catastrophic terror attack won't target physical buildings, but rather critical financial data servers designed to wipe out bank accounts. Chapters 00:00:00 Intro 00:02:20 Where Is the World Heading? 00:10:26 What Would a Collapse of Civilization Actually Look Like? 00:14:13 Who Are the Houthis—and Why Do They Matter? 00:16:52 Why This Is Different From the Iraq War 00:23:20 Why Is It So Hard to Believe a Collapse Could Happen? 00:26:44 Could War Actually Reach American Shores? 00:30:07 Ads 00:38:52 How Immigration Could Push Politics Further Right 00:41:45 What Happens Next With Iran? 00:42:47 How Iran Could Disrupt Global Trade 00:44:29 The Iran Prediction—and What Happens Next 00:46:22 Could This Trigger a Massive Migration Crisis? 00:47:47 What Would Trump Do Next? 00:48:57 Can Trump Back Out of This War? 00:49:57 Prediction #1: Could New York City Face a Siege? 00:53:34 When Could This Conflict Actually Happen? 00:58:22 Prediction #2: An Attack on U.S. Financial Infrastructure 01:02:23 Ads 01:03:28 Why Getting Back Into the U.S. Could Become a Problem 01:09:56 Prediction #3: Messi Becomes President of Argentina 01:12:47 Why China and Japan Could Go to War 01:20:57 How Far Would the U.S. Go to Defend Taiwan? 01:21:42 Could Russia Invade the Baltics? 01:25:32 Can Russia Make a Deal Instead of Going to War? 01:26:59 Does Trump Actually Want Ukraine to Win? 01:29:13 What Could Stop These Global Conflicts From Spreading? 01:35:42 How the Average Person Can Prepare for What’s Coming 01:41:03 How AI Changes the Global Power Struggle 01:42:46 Why AI Surveillance Could Be the Bigger Threat 01:46:33 The Biggest Personal Challenge—and How to Overcome It Follow Professor Jiang: YouTube - https://link.thediaryofaceo.com/4JsRjcX Instagram - https://link.thediaryofaceo.com/8w2GsYk X - https://link.thediaryofaceo.com/CpR2Wf5 Substack (geo-political analysis) - https://link.thediaryofaceo.com/3wjOVqX The Diary Of A CEO: ◼ Join DOAC circle here - https://doaccircle.com/ ◼ Buy The Diary Of A CEO book here - https://link.thediaryofaceo.com/BWjLTZK ◼ Shop The Diary Of A CEO collection: https://thediary.com/collections/shop ◼ Get email updates - https://link.thediaryofaceo.com/5IB1H6E ◼ Follow Steven - https://link.thediaryofaceo.com/AGU9QP4 Sponsors: Bon Charge: https://boncharge.com/DOAC for 20% off Stan - Visit https://coach.stan.store/?ref=stevenbartlett&utm_source=youtube&utm_medium=podcast&utm_campaign=episode11 Shopify - https://shopify.com/bartlett
Transcript
Discussion (0)
I think there are a lot of people who do not like what I'm saying.
I am one of the most polarizing figures in the world right now.
But I'm trying to prepare everyone.
And what I want to explain to you today, Stephen, is why the world is collapsing.
Because having studied patterns of history and global supply chains,
I now recognize and I have a framework to predict the future.
And I brought to you three four or five predictions, structured around 9-11.
So what are your predictions? I've been dying to know.
My first prediction, if there is another 9-11 attack, it will be an attack.
on the U.S. financial infrastructure.
Imagine one day you open your iPhone
and you're looking to buy a coffee
and all the money in your bank account has been wiped out
and they don't know when or how long
it will take them to retrieve it.
I believe that's what makes Americans most vulnerable
and therefore the most easily traumatized.
What's prediction number two?
Is that Lana Messi will become president of Argentina.
Oh wow, I wasn't expecting that.
And also, do you think Trump is going to have a third term?
Let's defend it in a $100.
Trump gets a third term to be a siege of New York City.
Prediction 3.
My third prediction is that...
Are you sure?
You don't think that the US
would actually do that very much?
Well, I understand a lot of this is going to be extremely pessimistic.
But we are living in a time of not just war,
but also the regression of civilization.
We basically hit the height of technological advancement.
The word collapse you use, there is a strong word.
Yes.
I am positive that we are seeing the collapse of civilization.
All this is something that we might have seen on television.
it is coming to us in our lives.
And the world is essentially running out of time.
And I will paint a clear and simple picture
of what is about to come.
What would have to be the case
for none of these sort of catastrophic things to take place?
Well, the only thing that gives me hope is...
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Thank you so, so, so much.
Professor Chung,
What is front of mind for you at the moment?
Your energy is giving me something's on my mind.
What is that?
I think that we are living in a time when the world is collapsing.
And so what I want to explain to you today, Stephen, is how we got to the world that we are in and why it is collapsing.
So first thing I want to explain to you is the petrodollars system.
which is the basis for the global economy.
So let's go back to the year 1945.
And this is the end of World War II,
and the United States is dominant.
The United States will manufacture goods for Europe and for Japan,
which were destroyed in World War II.
So what the United States said is,
we will lend you the U.S. dollars in order to purchase the goods that we will
export to you, but you have to promise to pay us back in gold.
And the United States became complacent.
They were spending money they shouldn't have been spending.
The United States went from a credit nation to a debtor nation.
So in the year of 1971, Richard Nixon said that the US dollar would no longer be pegged to the gold.
And so the question now was, if the US dollar is no longer pegged to gold,
then what is the value of the U.S. dollar? So Richard Nixon had to create demand for the U.S.
dollar. And so three things happened after the something called Nixon Shock, 19071 Nixon Shock.
So the first was a creation of a petro dollar. So Saudi Arabia and other countries in the Middle East agreed to sell their oil only in U.S. dollars.
So if you want to buy oil, energy, you need U.S. dollars.
Late 70s, early 80s, China said the same thing.
If you want our cheap manufactured goods, you have to pay in U.S. dollars.
Mid-80s was something called a plastic cord, where Japan agreed to take all its savings and buy U.S. treasuries.
So it's essentially they're buying a promise from the U.S.?
All this is based on promises, right?
The U.S. dollar is a contract.
It's a promise.
China promises to give you manufactured goods,
and Saudi Arabia promises to give you oil.
This system, the petrol dollar system,
create the world that we live in today.
So let me explain why.
All right.
So this is a semiconductor, right?
And it's a basis of all technology, of all computer.
And there are three critical elements in a semiconductor.
Silicon, they are gallium, and they are germanium.
There are many more elements, but these are the three most critical.
And these three together allow semiconductors to achieve almost impossible technology.
For example, precision missiles, satellite communication are all based on these three elements working together.
Why we have these three elements in place is because of this global system.
because silicon is mainly manufactured in China.
About 60, 70% of the world's silicon comes from China.
70% of gallium comes from China.
90% of the world's germanium comes from China.
Now, for semiconductors to work, the process is this.
The United States, mainly in California,
invidia or Apple,
they will design very advanced
semiconductor chips to power the iPhone
to power video games.
Then the United States will send this chip design
over to Taiwan and Malaysia
for the manufacture of these chips.
The Netherlands and Japan will create machines
to print out these semiconductors.
So a company in the Netherlands called
A-S-ML, they manufacture lithography machines that are worth $400 million each.
Then these lithogical machines and the chip design go to Taiwan, primarily Taiwan, but
also Malaysia as well, in order to manufacture these chips.
And then these chips are then sent to China to be put into appliances.
So when you see this semiconductor, you're not just seeing a piece of metal and plastic.
you're really seeing the world converging together.
So I want you to remember this formula,
and this will help us explain how the world works.
This formula is very simple.
Technological progress is correlated with specialization times globalization.
This is the formula.
So it's very simple.
All technological progress is premise on more countries
being able to specialize
and these countries
being able to trade freely with each other.
And what makes this all possible is
global trade.
That is supported by two things.
The first, of course, is the U.S. dollar.
The second thing that's most important
is the U.S. military hegemony.
Hegemony meaning?
Meaning there are no pair competitor.
There is no one who can challenge
the United States in control of the seas.
So you're coming now to
point of why you think, because the claim at the top was that the world is collapsing.
Exactly. I bring this all up because we need to appreciate what technological innovation is.
If technological innovation is specialization times globalization, then we are living in a time of not just war, but also the regression of civilization.
So in other words, my argument to you today is we've basically hit the eighth.
impacts the height of technological advancement.
We cannot go any further because in order for technology to progress, you need greater
specialization and you need greater globalization.
But what we're seeing right now is this war in Iran, it will cause a chain of events
that will force all nations to become much more general.
So you will see a decline in specialization
and they'll become much more nationalistic.
They will need to create sufficient supply chains.
So you will see a decline in globalization
and therefore technology, the progress will have to decline.
The word collapse you use there is a strong word.
Yes.
Is that the word you meant?
That's exactly what I meant.
We are living not through World War III.
We are not living through a shifting of the global order.
we are, we will live through the next 20 years, the collapse of civilization itself.
The collapse of civilization itself?
Yes.
Are you sure?
I am positive that we are seeing the collapse of civilization.
Give me some definition around the collapse of civilization because people could infer that
as oh, you know, the dollar's not going to be as strong or they could say, okay, we're not
going to innovate as much or I don't know if your prices are going to go up, but the collapse of
civilization.
Yes.
So let's go back to World War II.
In World War II, if you lived in Europe or Asia, it really seemed like the end of the world.
Tens of millions of people died in that war.
But at the same time, you had a superpower that was emerging, the United States of America.
So at the end of War II, America was so powerful that it was able, at the end of World War II,
to create a new world order and basically finance
and defend this new world order called Pax Americana.
And we are seeing the last days of Pax Americana.
And then you ask yourself, well, then let China emerge,
or maybe Russia will emerge, or maybe Israel will emerge
to replace Pax Americana.
And unfortunately, what we know is
that systems in decline, empires in decline, do not go willingly.
So the historical analogy I would use is the Bronze Age collapse.
Because the Bronze Age was very similar to this period in our history
when the entire world was globalized.
Because in order to make bronze, you need both copper and tin.
And these places were found in different places of the world.
And that allowed for global integration.
But because of global integration, over time, that led to massive inequality, debt, and polarization.
And so when the system collapsed, the entire world collapse.
So I would argue the closest historical analogy that we have to today is a Bronze Age collapse.
What was life like in the Bronze Age collapse, or how was it different pre-Bronze age collapse versus post-bronzeage collapse?
So during the branch, it's collapse, what happened was there was a perfect series of crises that caused systematic collapse.
The first was change in weather patterns, climate changed, which led to famine primarily in Europe.
We have famine and people are starving.
What do do people do?
They migrate.
Okay, they migrate to areas that have food.
And this place is primarily going to be Anatolia and Egypt.
These migrants overwhelm the systems of Egypt and Anatolia,
and this would cause a cascading effect
where the entire world lost order.
These migrants were called the Sea Peoples,
and they were destroying traditional hierarchies and authorities.
And once that happened, then the very fundamental elements of civilization disappeared.
So if we apply this analogy to today,
then I'm going to paint for you a scenario of what might happen.
So we have this war in the Middle East that is only expanding.
It's bringing in more and more countries.
So, as you may know, since we last spoke, basically all Iran's proxies have been brought into the war.
This includes the Houthis, which occupies this part of Yemen.
So the Houthis are a group of military that are in favor of Iran?
The Houthis are an ethnic group in Yemen.
And Yemen is a country that is divided according to tribes.
The thing about the Houthis is, first of all, they live in the mountains, so it's almost impossible to dislodge the Houthis.
It started maybe a tribe for five years.
It didn't work.
The other thing about the Houthis is they are a Shia tribe people.
Now, they're Shia Muslim and there's Sunni Muslim.
The vast majority of Muslim in the world are Sunni, about 90% of the entire global Muslim population.
The Shia are about 10%.
And as a result, because they're the minority, the Shia are much more fanatical than the Sunni.
And this has always been historically true.
They believe in martyrdom.
So in other words, the Houthis will fight to the death.
They're not afraid of death.
Okay.
And the third thing about the Houthis that we need to appreciate is they control this critical choke point called the Bab
El-Mandad straight.
This is the Red Sea.
So a lot of trade has to go through the Red Sea.
Now, what we know is Iran has already closed off the shit of Hummus.
And the easiest and cheapest way for Saudi Arabia to get its oil to East Asia and South Asia is by the sea.
So Saudi Arabia cannot actually transport its oil.
So that's the first group that is now involved in this war, the Houthis.
Then you have Hesbalah, which is in Lebanon, right here.
And they are now fighting Israel.
Hesbala is also a Shia group.
So they are also very fanatical.
And then you also have Iraq, the Shia militias,
that are basically their own independent militaries.
So all four are being brought into the war.
Now you have Iran, you have the Houthis, you have Hezbollah, you have the Shia militia in Iraq.
Why is this important?
Because they spend the entire Middle East.
And so we are now seeing expansion of the war.
And over time, what might happen is more and more nations have been brought into the war to
protect their own interests.
How is this different from, you know, I grew up with this Iraq war,
and there was lots of conflict in the Middle East.
There was always fighting going on, and it feels like it's been a function of my childhood
is that the Middle East are always fighting in some capacity somewhere.
And, you know, eventually there's a peace in Iraq, and the war kind of stops,
and ISIS is decapitated or whatever, and it just kind of moves around a little bit.
Yeah, great question.
But what's happening today is very different from 2003.
In 2003, the United States went in to get decapitate Saddam Hussein and his government.
And that was easy to do because you had a government.
That was not very popular amongst the people.
So America specializes in shock and all military tactics.
The problem today is you have four different groups.
You have the IRGC in Iran.
you have the Houthis in Yemen
You have Hezbollah
In Lebanon
You have the Shia militia in Iraq
They are decentralized
They are fanatical
And they share a similar eschatology
They share a similar religious framework
And as a result
What we know is
The United States military is not very good
At fighting guerrilla insurgents
We know because of what happened in Afghanistan as well as Iran.
These two are what is often referred to as forever wars,
where the United States spent $20 dollars over 20 years to try to squash insurgents,
and they failed miserably.
So because these four groups are coordinating, but they're decentralized,
this means that this war can only expand over time.
Now, Saudi Arabia feels threatened by the Houthis.
So what Saudi Arabia has done is, most recently,
it's something called the Mecca courts, Turkey and Pakistan.
Okay?
So Turkey and Pakistan and Saudi Arabia now must come to each other's defense.
And it seems to me, all these three countries,
Saudi Arabia will be the first to invoke this mutual defense pact.
against the Houthis.
So you can see a situation where Pakistan, Turkey, and Saudi Arabia is brought into war to try to dislodge the Houthis.
But we know that the Houthis in a mountain retreat are almost invincible.
So this war can only expand.
And the Houthis in response, what they can do is destroy the energy infrastructure of Saudi Arabia.
The Houthis have ballistic missiles, they have drones.
And Saudi Arabia is this giant lake of gasoline ready to be blown up or lit up by the hoofies at any time.
You know, back in the early 2000s, there was the Al-Qaeda, there was ISIS, there was still Hezbollah and Hamas.
So how is this different? Because there was lots of military, militant groups.
Great question, okay.
Why this is different is there is after coronation amongst these groups.
So al-Qaeda, ISIS, they were working separately.
But there are three proxies, okay?
You have the Houthis, you have the Hezbollah in Lebanon, you have the Shia militia.
They all report back to the IRGC in Iran.
And here's the kicker.
This is really important.
Both China and Russia are supporting Iran in this conflict.
China is supporting Iran through the Belt and Roan.
initiative, basically transporting goods to Iran through this corridor, and Russia is supporting
Iran through the Caspian Sea. As a result, Iran, in theory, could fight this war indefinitely.
Okay? That's one thing that we have to appreciate. There's a clear alliance in place to make sure
that Iran and its proxies can withstand this war. The other thing that's really important for us to
appreciate is that the Middle East, it is the heart and center of the petrol dollar system.
It takes all these bureaus of oil in the GCC countries and transports them to India, Pakistan,
China, Japan, okay? And what then happens is the, the, the,
The East Asia takes these barrels of oil energy.
Can you put the Middle Brothers in Japan?
What are these little figurines you're asking me to put in Japan?
So this represents Japan's contribution to the global economy.
So it takes energy from the Middle East and turns them into manufactured products,
consumer electronic products for the world to consume.
It makes these in US dollars.
And China, Japan, and the GCC all invests their access savings in the United States.
States, which allows the United States to focus on innovation, to create places like New York
City. New York City is also a very specialized area because it basically is the financial center
of the world. Okay. So all this is a petal dollar system. As you can see, the system is dependent on
free trade. But once the oil stops flowing, then what happens is China, Japan,
are no longer able to make the manufacture goods they need to export,
and the United States loses all these recycled U.S. dollars.
So the three biggest buyers of U.S. treasuries,
basically the three biggest financiers of the U.S. economy,
basically the AI bubble are Japan, the GCC, and China.
So we will see a cascading effect.
where maybe in a few months time, the system collapses.
Do you know what, Professor, one of the reasons why I think it's quite hard for,
and it's going to be completely honest, people can take this as they take it,
but it's just me being honest.
One of the reasons why it's quite hard to believe that, you know,
the world is going to collapse and that this is going to be like the Bronze Age collapse.
I was actually reading about the Bronze Age collapse after you mentioned it,
and what I pulled up here says the late Bronze Age collapse was a rapid, violent,
widespread societal breakdown that occurred in the eastern Mediterranean between approximately
1,200 and 1,150 BCE. Before the collapse, the region was heavily globalised. Major superpowers,
like the Egyptians, etc., etc., were deeply interconnected through diplomacy, royal marriages,
and complex international trade networks. But within a span of just 50 years, almost every
significant city in the eastern Mediterranean was destroyed, and many were never rebuilt. And
there's a map which I'll throw up on the screen which shows this breakdown.
I, here's my honesty.
As a 34 year old, I have lived a very charmed life.
Charmed life.
Yeah.
As it relates to history and the things that happened in history.
So when we hear these things that, you know, the society will break down, there'll be civil collapse.
We don't really have a reference point as like Gen Zs and millennials, really.
Our parents and their parents, they have, you know, reference points from World War II.
etc in the 1940s etc but we don't really have them so it seems all to be quite you know that can't
happen to us yeah you're absolutely right and i think a lot of the issue is
the world has been constructed in a way to maintain the privileges of the western populations
an example i use is um you say that we've lived a charm life well if you've been if you lived
in Iraq, Afghanistan, these places, you do not live a charm life.
Yeah.
Because the United States came and attacked you for no particular reason.
And they destroyed the very infrastructure of your society.
Even today, Iraq and Afghanistan are engulfed in political violence and war and political
assassinations.
And so you've never known if you were a child in Iraq or Afghanistan.
dead. And even in Africa, you've never known peace, stability, and prosperity. So the
inequality in the world is stark. And we in the West have been extremely privileged to be sheltered
from a lot of the chaos in the world. In fact, the U.S. empire is designed to ensure the populations
never have to suffer the tragedy and suffering of other people. And what I'm trying to say is
this U.S. Empire is breaking down.
And there's nothing that we can do to stop it.
So all this is something that we might have seen on television,
it is coming to us in our lives.
And we need to be aware of it.
When you say it's coming to us in our lives,
it's coming to us in our lives.
The same political violence, the same chaos,
the same political polarization that has infested the rest of all.
of the world.
Do you think war is coming to our shores?
Because we now live in a post-new nuclear bomb era.
Yes.
And that seems to have created, in a weird way, a bit of peace.
Right.
Between superpowers.
So I'm going to go to the screen.
Okay.
And I'm going to paint you a picture of our global supply chains and what it means
for global supply chains to break down using a few maps.
And these maps, I hope.
will paint a clear and simple picture of what it, what is about to come.
Can I ask you a question just before you go to the screen?
Sure.
Have you always been pessimistic about the future?
No.
When did you become pessimistic about the future?
I became very pessimistic about the future after Brexit and the election of Donald Trump.
Because I was an immigrant who grew up in a very poor family.
My father was a dishwasher, and he was a dishwasher for 30 years before we retired.
We're so poor, we couldn't even afford a car.
We never took any indications.
But I worked hard.
I got into Yale University.
One of the best colleges in the world.
And not only that, but I went there on a full scholarship.
So from my perspective, the world was perfect.
It was a meritocracy.
It was a place that rewarded talent and hard work.
So I believe that the world was governed by reason, by logic, by science, by truth, by good people.
And when Brexit and the election of Donald Trump happened, I was traumatized.
Brexit was the British people turning away from globalization.
The election of Donald Trump, from my perspective, was the American rejects.
of meritocracy, of reason, of truth, of order.
And when that happened, it sort of told me what I believed about the world didn't really work.
And when those things happened, that forced me to reflect deeply on why the world was breaking down.
and those events lend me to today.
Because what I'm trying to do is I'm trying to figure out patterns of history,
principles of society that allow us to better understand ourselves.
And that's why I drew you this formula.
Because traditionally, we understood innovation as maybe coming from universities.
And having studied history, having studied global supply chains,
I now recognize that, no, technology just comes.
from specialization and globalization.
And this not only is an analysis of the current world,
but it also gives us a framework to predict the future, right?
So if in the time of war, specialization and globalization break down,
then in theory, technology should break down as well.
And that's what I'm trying to do.
I'm trying to figure out how and why we are where we are today.
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So this is a summary
of the global supply chain
network and we can see how it involves
the entire world. You are not
able to build some
conductors unless you have a globalized
economy. So there's been a lot of talk
about China controlling the
elements, right? So China
manufacturers about
70% of the world silicon and rare earths, China controls about 70% of rare earths.
What people don't appreciate is it works both ways, okay?
So China does export a lot of silicon and rare earths,
but it also needs to import a lot of helium in order to sustain its semiconductor manufacturing process.
The reason why is helium cools these semiconductors in a way
to allow it for
too many manufacture, okay?
So helium is a cooling agent.
Another thing that people don't appreciate is
people think that China has a monopoly on rare earths,
but America in a place called Spruce Pine,
Spruce Pine, North Carolina,
this area has a monopoly on high-quality quartz.
It controls about 90% of the world's high-quality quartz,
which you need in the Silicon.
manufacturing process as well.
Okay. So if these nations start to stop trading with each other, technology would cease to
progress. Now, something to keep in mind is it's not just semiconductors that are dependent on
the global supply chain. Food is also very dependent on the global supply chain. So what we're
seeing is a stark contrast between the north and the south. So the north, okay?
produces most of the world's fertilizer.
And the South, okay, primarily Africa, the Middle East and South America,
they import a lot of the fertilizer.
This map shows you much more clearly, okay?
So ammonia is a very important component of fertilizer.
And as you can see, most of the ammonium production plants are actually in the north of the world,
Canada, United States, Europe, China, Russia.
So the South, the global South is dependent on the North for food.
In a time of war, when global supply chains break down,
the North might lose access to fancy wireless smartphones.
The South will face famine.
Why is this important?
Because the world is rife with conflict.
The main issue that we will face next 20 years is not oil.
It's actually water.
All right.
So this map that we're seeing right now
is actually telling us
where the next major geoprital flashpoints are.
So basically, if you see red on the map,
it means this place has water scarcity issues.
And the red issues tell us exactly where wars will erupt.
Okay.
So even if you're not saying,
States, if you look at the western part of the United States, they do have water scarcity issues.
And actually, if you go to the Western United States, Colorado, California, Arizona,
these places, they're fighting over the Colorado River.
Because the Colorado River is what supplies most of their water.
You go to the Middle East, and you know that the Middle East, it's almost like a dynamite
ready to explode.
And what this war will do is aggravate.
the tensions in the Middle East. India itself is facing water shortages, which brings it into conflict
with China. Okay. So this one map, if you can just see it, it basically tells you where the next
geopolitical flashpoints will be. It means a place that is most likely to go to war or have conflict
or political violence with the next 20 years. Okay. But also here is North East Asia.
Japan is here, North Korea is here, okay?
So that's another major flashpoint.
So this is what, over the next 20 years,
where war is most likely to break out.
But what's important to appreciate is
once war breaks out,
there are third order effects
causing conflict to spread around the world.
This is a really important map for us to appreciate it as well.
This map tells us fertility,
rates around the world. As you can see, Africa has the world's highest fertility rate, followed by
the Middle East. So they're having the most children per couples? That's right. Why is this a problem?
Because if you go back to the previous map, this area is also where there is the most geopolitical
tension. And so if there are more and more children, young people being born here, they have no choice
but to migrate. And where would they migrate? Probably to
Europe. And you're like, well, okay, well, then what Europe should do is turtle up.
Europe should build walls and prevent these migrants from reaching Europe.
But Europe has its own problem, which is the aging crisis.
Okay. So look at what's happening where the fastest aging populations are in fact in the most
developed nations, including Japan.
Europe and North America.
So if you have an aging population,
you need to provide cheap healthcare nursing.
What does that mean?
It means you have to let in more immigrants
in order to surface the aging population.
And what will happen then is domestic conflict,
where you have more migration into Western societies,
which brings them into conflict with the native populations.
and therefore it is possible you have civil war as well as political violence
and even the possibility of revolution.
Okay?
So these maps collectively paint a very grim picture of the world that we're living in.
On this page here about immigration causing civil war political violence revolution,
Well, it just be the case, as we're seeing, that these Western societies will increase the elect right-wing political parties, which is kind of what we're seeing.
We're seeing parties in the UK like reform, surge.
I think there was news yesterday in Germany of the political party there.
I mean, we're seeing the same in the United States as well.
That's a fantastic point.
That's exactly what we're seeing.
We're seeing the AFD surge in Germany, you know, MAGA being very dominant in the United States.
We're seeing Vox in Spain.
So in theory, what's going to happen is these countries become much more right-wing,
and then they block out immigration, because that is your main policy platform.
And that should stop the civil.
The problem is, what do you do about your aging population?
Robots.
Exactly, right?
That's what you would think.
But what we're seeing is a breakdown in global supply chain.
Robots depend on copper.
Right? Which you get from Chile, Peru, China, Australia. These are pretty far away places from Europe and the United States, right? You also need lithium, which you get from the lithium triangle. Again, pretty far away. You also need silicon, which is mainly manufactured in China. You need rare earths, which again is really manufactured in China. So you have had this huge issue where in theory, you could
use robots. But when global supply chain breaks down, you have to figure out the cheapest way
to resolve the labor issue. And the cheapest solution is immigration. People, I had to say this,
but people are much cheaper and much more expandable than robots. So I know this is a bit scary. I know
this is really depressing. But what if the United States?
States were able to win this war in Iran and conduct regime change, then our problems are solved, right?
Now Iran is under control of the United States, and we're back to globalization, where oil is able to flow to South Asia, to East Asia, and then they manufacture goods.
and then recycle their profits into the issue economy.
And with all this money, AI is able to innovate to a point where we achieve AI.
And then we solve all the worst problems, okay?
So what happens next with this whole Iran situation?
So unfortunately, it has now developed its own momentum.
All right?
So let me explain what is most likely to happen.
Okay.
So you have Iran and you are now controlling the Shrefhumus, right?
You have the Houthis and they control the Ba'ao and Mandat Strait.
You have Hezbollah, which can threaten the Suez Canal.
You have the Shia militias that can also threaten the Mediterranean.
Right?
From a game theory perspective, what Iran should do next is take the initiative
and disrupt all global trade.
The reason why is
the U.S. Empire is based on a petrol dollar.
It's based on global trade.
When you disrupt global trade
at the same time,
there's no way for the United States to respond.
How could they disrupt global trade?
What they can do is start to attack randomly.
Okay?
So what, who's he going to do is attack Saudi Arabia?
Iraq can attack Israel.
Iran can attack the travel moves.
Hezbollah can attack the Suez Canal, okay?
And while you do that is you're creating uncertainty and chaos in the global trade system.
Why is that important?
Because the global trade system is built on confidence.
And that's what drives insurance, okay?
So if you're an insurance company, you're like, oh my God, these countries,
sorry, these actors are completely out of control.
The United States has lost control over the situation.
You can no longer ensure global shipping.
If you can't ensure global shipping,
global shipping ceases to work.
All right?
So this is the madman theory,
and this is Iran's best play moving forward.
And the reason why is the United States
does not have the military capacity
to respond to a coordinated,
random strike across the Middle East.
So is this your prediction?
Is this what happens next?
I don't want to make this prediction
just because there are lots of factors I do not know.
Okay?
So first of all, I don't know politically
what the situation is in Iran.
Certainly the IRDC would want to do this,
but there are political factions within Iran
who would think this is too provocative.
And it's possible the entire world
would unite against Iran
if Iran were to do this.
So what is your prediction in terms of Iran and what happens next?
My prediction is this will only escalate.
How it will escalate?
I don't know.
But the Trump card, to use a pun, for Iran is to start to disrupt global trade.
But the United States has a response.
And this response is to attack Iran's critical.
civil infrastructure, which includes
desalination plants and power plants.
And this would be worse than using a nuclear weapon on Iran.
Because without power plants,
the people in Tehran, a city of about 10 million people,
they face starvation because a lot of this food is refrigerated.
This is how the war becomes almost civilization destroying.
If Iran were to completely disrupt global trade
and if the United States were to destroy the power plants of Iran.
Obviously, that would be horrific and sort of inconceivably horrifying
for the people that live in Iran, the innocent people that are caught in the middle of this.
You don't think that the US will actually do that, though, right?
I think the United States will be forced to do it.
You think they'll be forced to do it?
Yes, according to game theory, they will be forced to behave like this
because we need to appreciate this formula
where the more power you have,
the less imagination empathy you have.
And so the idea is,
you don't think killing millions of Iranians
is a too heavier price.
It's all worth it if you can maintain the empire.
The hubris leads you to believe that the gods favor you.
And you ultimately win and triumph in this great struggle.
Don't you create a huge migration crisis where people start fleeing from Iran up into Europe because they are starving?
Exactly, right? Not just Iran, but Africa as well because they've lost access to cheap energy and fertilizer.
So you have all this migration into Europe, which would overwhelm the European social fabric, which would overwhelm the European social fabric, which would overwhelm the European state.
but, unfortunately, this has been happening
at a much slower pace ever since 2014
when, for whatever reason, the United States
chose to destroy Libya
and cause a civil war in Syria,
which caused millions to migrate into Europe.
And as you remember, the Europeans in the generosity
accepted all these migrants,
which is leading, which has led to tremendous social friction
and political tension in Europe today.
So your prediction here, if we conclude then,
is that the US won't win this, quote, unquote, war in the Middle East.
Yes.
Because they can't defeat around in its proxies.
But also your conclusion is that this is going to continue to escalate in the Middle East.
Yes.
And already what we're seeing are other actors being drawn into the war.
So the most recent news is South Korea has authorized a naval contingent
to go and try to secure the Strait of Huss.
What would you do if you were a double-trop?
I mean, what would I do if I were Donald Trump?
I would push all in.
I would start attacking power plants in Iran
because if I take any half measures,
I would just look weak and I'm only going to create more problems.
I would only incentivize Iran and its allies
to be more provocative, to be more aggressive.
So if I'm Donald Trump and I'm in this situation,
I would just push all in.
You'd end up giving millions of Iranians, theoretically.
Well, I start this war, right?
Then I have to win this war because I can't lose this war.
I refuse to lose this war.
I mean, again, I understand the concerns, okay?
But if you want to understand how these leaders think,
this formula gives you the best window into the psychology,
which is, because of so much power,
they lose the capacity to imagine different possibilities
and have empathy for the suffering of the people in the world.
Couldn't they just back out?
Can they just, can Donald Trump just say,
do a big press conference where he says,
we won this war in Iran,
they've destroyed their military, their naval bases,
it's done, and Iran will no longer have a nuclear weapon?
The entire petal dollar system is premised on two things.
The U.S. dollar as the World Reserve currency
and the or,
of inevitability and invincibility of the U.S. military.
If they look like they are beatable,
then the U.S. as its image is sufficiently tarnished.
Right.
What are your predictions?
I've been dying to know.
So I brought to you three predictions.
And because we are so close to the anniversary of 9-11 in New York City,
I structured these predictions around the anniversary.
And so these will be three fun but horrifying predictions.
Okay.
All right.
So my prediction number one is there will be a siege of New York City.
All right.
So let me explain my logic.
I was here last time.
And I said that Donald Trump will get a third term.
And he's been joking about it.
He's been talking a lot about it.
He's been social truthing about it.
And so let's imagine what happens.
if Trump gets a third term. Well, you would have a lot of pissed off people,
especially in the major cities of Los Angeles, San Francisco, Boston, Chicago, and New York City.
We should probably just pause there because there is a constitutional ban on serving three terms.
The primary barrier being the 22nd Amendment, which was ratified in 1951 by Franklin D. Roosevelt,
who won four elections.
It establishes a strict term limit for the presidency,
and the text in this 22nd Amendment explicitly says,
no person shall be elected to the office of the president more than twice.
So how could that happen?
Well, let's just say there is a national emergency,
and the president is forced to suspend the Constitution,
then he could theoretically have his third.
term. It's also possible that in 2008, he decides to run as the vice president and have his son,
Don Jr. run at the top of the ticket. And then once the election is over, then Don Jr. would
resign and then Donald Trump would become the president. And there's nothing in the Constitution
that prevents him from doing that. So there are two possibilities. There isn't anything in the
Constitution allows the U.S. President to suspend the Constitution in a time of a national emergency?
It's president. So, for example, during the American Civil War, everyone Lincoln was able to suspend
Hapius Corpus, which is a constitutional right in the U.S. Constitution. And during World War II,
Franklin Delano Roosevelt also did many unconstitutional things. For example, interning the Japanese population in caps.
There's nothing this report could do against this
Because a lot of U.S. politics is convention
It's agreed upon norms
But if a U.S. president is like
Well, screw these conventions
There's nothing anyone else can do about it.
All right.
So let's imagine, okay, just for the sake of this argument,
Trump gets a third term.
What will happen is these cities that are Democratic
will be an open revolt,
meaning they will refuse to pay taxes
to the federal government,
but they will also not welcome
ICE federal agents
into their cities,
which creates conflict
between local law enforcement
and federal law enforcement.
And historically, if that would happen,
then the president,
U.S. president,
usually thinks that he has
responsibility to quash this insurrection.
Right?
And so this would over time
lead to the siege of New York City
where maybe federal forces
along with possibly malicious from other states,
possibly red states that favor Trump,
they would try to besiege New York City
by cutting off the food supply and water supply
to New York City.
And this would be a conflict that could go on for years and years.
And what year would that take place in 2008?
It could happen right after
Trump Securities' third.
term. Do you think Trump is going to have a third term? Do you want to bet? Yeah. I think he'll get
a third term. How much do you want to bet? Let's take a friendly bet and say $100. Do you know what? I've
said this before, but I actually did have a bet with two random guys on Facebook. I don't use Facebook,
but I had a bet with two random guys on Facebook a couple of years ago. They told me that after Donald
Trump had lost the election to Joe Biden, they told me that he was going to stay in power.
And so I said, there's no way he stays in power. And they said, no, he will. So,
So then they offered me a bet.
They said a thousand pounds each.
We bet you he's going to stay in power.
They were like queuing on people.
And I said, fine.
And they actually did pay me when he came out of power.
They transferred me $1,000 each.
I gave it to charity.
So I'm more than happy to make another bet if you want to make a bet.
Yeah, let's do it.
$100, $100.
$100.
And you're betting that Trump gets the third term.
Yes.
I think he'll be in power after 2028.
Is that fair?
Like, he'll be in power after 2028.
When's the election?
Well, the election should be November 4th, 2028.
But I didn't say he would win the election.
I just said he would get a third term.
So you're saying that he will refuse to leave office or find another way to remain president beyond the date of the inauguration?
Yes, I'm saying that on January 21, 29, Trump will still be in the White House.
Okay, I'll take that bad.
Okay.
If everyone's clear.
And please do remind me to cash in, lads.
$100.
Okay.
$100 may not be worth anything at that time, but $100,000.
all this, okay? All right. So again, we are just assuming for the sake of argument that Trump is in
office in his third term, there will be political violence across the United States, primarily in New York
City. And if the federal authorities being challenged by a city or local state authority,
then the president will take this very seriously and send in forces to quash this insurrection.
maybe other cities will be much more compliant,
but New York City has a very charismatic mayor in Zohan Madani,
and New Yorkers, you don't have mess with New Yorkers.
When they get angry, they get really, really angry.
So this, I think, is very likely if Trump gets a third term,
to be a siege of New York City.
He would almost be 83 years old.
I mean, we say that, but the amount of energy he has, right?
The fact of the matter is the guy eats cheese burgers every day.
He gives a press conference almost every day.
He's always on social media tweeting out something stupid.
For example, he's tweeted out that, you know, all of North America is now the USA.
I'm not sure if you've seen that yet.
And he's talking about taking over Canada and Greenland and Cuba.
So I don't know where he gets his energy, but he seems really energetic.
I'm not sure if you've ever interviewed Obama
Michelle Obama
Okay but like
If you just looked at the picture
Obama in 2008
He was a really handsome
Really young very vibrant man
In 2008
You fast for it eight years
And he came out
Just decrepit
Okay
He was he had aged like at least 20 years
In his office
Donald Trump for whatever reason
has not age that much.
Hair dying fake term?
So there's something really weird about Donald Trump,
which is a lot of U.S. journalists in Washington, D.C.,
have his direct personal cell phone number.
And they can call him, and they will talk for an hour.
Like, the guy is the president of the United States.
And if you are just an average watch,
Russian journalists.
You can call him and talk to him for an hour a day.
There are journalists who go to the White House interview him and says, like, we try to get,
we try to like leave, like an hour ago.
But he made a stay and talked to him some more.
He went on his leave.
So I don't know where he gets his energy from, but he's extremely energetic.
And he loves that attention.
Okay.
What's prediction number two?
So again, we are approaching the anniversary.
of 9-11.
And there are a lot of people who fear there will be another 9-11 attack on the United States
just because you have a lot of actors that are very angry at the United States
and who may want to seek vengeance against the American people.
In that case, if there is another 9-11 attack on the United States,
I believe it will be an attack on the U.S. financial infrastructure.
Okay, so let me explain my reasoning. What was 9-11? 9-11 was an act committed by terrorists in order to traumatize the population into self-destructive violence. Is that a fair statement? I don't really know. Is that, was that the...
So let's parse the statement. 9-11 was an attempt to traumatize the American population into self-destructive violence. What I mean by that is you're taking a sense.
symbols of American power, which are like these airplanes, as well as the Twin Towers.
These are symbols of American power.
And the Pentagon.
And the Pentagon and the White House.
And you're destroying them.
And for the longest time, American people believe that these are symbols of American
invincibility, our planes, are the Pentagon, the Twin Towers.
And to see them destroy like that would traumatize the population.
In fact, it did traumatize many, many people.
And the idea is you traumatized them into a self-destructive violence,
which means they want vengeance.
And so what do they do?
They went to the Middle East, fought against the Taliban in Afghanistan,
then went to attack Iraq, then this war spread to Syria, Libya.
And we can say that these 20 years of these former wars in the Middle East
have been very destructive for the United States.
It's caused a huge fiscal deficit.
It's caused the American military to lose a lot of prestige.
It's caused a lot of corruption in Washington, D.C.
It's been very bad for the United States.
All right.
So if you're at the terrorists and you look at 9-11, you're like, okay, well, I want to do the same thing,
which is like, I want to traumatize people into self-destruct of violence.
How can I do so?
Well, I need to traumatize them, right?
me flying planes into the new twin towers doesn't do that because people are now used to they've they've been normalized into this sort of violence so how can I induce trauma into people well there are different possibilities you can use right so let's do a thought experiment what would happen if one day you open your iPhone and you're looking to
buy a coffee.
Well, you scan your iPhone
and it doesn't read.
And you're like, well,
there might be a problem with a bag.
You call the bag.
You can't get food to the bag.
And like after hours and hours
of frantic anxiety,
you finally recognize that
there was an attack
on critical U.S.
financial data servers.
And so all the money in your bank account
has been wiped out.
And they don't know when
or how long
it will take them to retrieve it.
What do you feel?
Concerned?
I would say you would feel more than concerned.
I would say you would feel a lot of anger and anxiety and frustration.
But that must be hard to do.
Surely taking out the financial infrastructure for everybody
for a long enough period of time
where they start to feel real world consequences.
Would you say 9-11 was hard to do?
Yeah.
I would say so as well.
I can possibly imagine them doing this.
So there is certain creativity to these people.
And I would not rule that out.
But I'm just saying if another 9-11 happens, it's possible what we'll see is the destruction of the U.S. financial infrastructure, which would drive most of people into a mad frenzy.
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You said to me at the top of the conversation,
you're having difficulty getting back into the United States recently.
Yes.
What do you mean by that?
So I think there are a lot of people who do not like what I'm saying.
I would say I am one of the most polarizing figures in the world right now.
So the story is that the Iran war happened
in March, and it made me famous.
And I was really afraid that this fame would annoy and frustrate a lot of Americans.
And so I decided that I should not actually go to the United States at this point,
because it's most likely that I come here.
I could be held in detention by customs.
I could be deported.
And so that time period was extremely scary,
for me and I refuse all offers to come to the United States.
There were quite a few people who wanted me to fly to the United States to be interviewed.
So then what happens over the summer, the war daughter started to die down.
I thought, okay, let me fly to Canada where my family is.
And I'm in Toronto and I'm going to try to enter the United States by ear from Toronto.
So on August 5th, I went to the Toronto airport Pearson.
It was like 7 o'clock in the morning because I had an early flight to Lerner,
Los Angeles. I told them that I was going to go on the Phil Vaughn show for, and I'll be in the United States for two weeks, which was all true. So when I'm at customs, the immigration officer asked me a lot of questions, but I handle all these questions pretty smoothly. Then he asked me, do you have a travel letter for your son? Because my son, Chris, who is eight years old, he's traveling with me. And I'm like, what is a travel letter? And again, this is like seven o'clock in the morning. So my brain's not working. He's like, call your.
wife. Like, okay, so I try to call my wife. My wife is in a shower. And so then the immigration
officer is, okay, you have to go into secondary to be interrogated to make sure that your son, Chris,
is traveling with you willingly. So we go into secondary and it's like 7 o'clock in the morning
and my flight's at 8.30. And we're waiting for like an hour. And I'm freaking out because it seems
like we'll miss our flight. And during this hour, I'm texting my wife and she's giving me
the birth certificate, she's given me all the materials I need to prove that this son,
that Chris is my son.
And then at the very last minute, we get called and a minute, a minute I'm able to resolve
the issue.
And I tell him, I'm going to go on the Theo Vonn Show and I'll be there for two weeks.
So I'm in the United States and I get contact from other podcasts to do interviews.
And I travel on the United States.
And I forget about the two-week promise to the,
immigration authorities because
I'm not sure if you know the law
but I'm a Canadian citizen
and therefore I don't need a visa to come
to the United States. You know, if you say
I'm coming for two weeks but you stay a month
it's usually not an issue.
I go back to Toronto and I come back
to do this podcast and so
yesterday I am put in
yesterday I'm ready, okay? I have my travel
letter. I have my son's birth certificate
and I go to immigration officer
and they still put me in
secondary. But basically, I think what happened was I said certain things during my podcast interviews
that piss off some really powerful people in the United States. A lot of things that I said
were related to something called a clean brick memo, which you have. The clean brick memo was
published in 1996 and it laid out a plan for how Israel can become the dominant hedgermod
in the Middle East.
It's written by a study group,
and part of the study group,
there were two individuals.
They were Richard Pearl,
and that there's five.
These two would
in the George W.
administration,
sorry, George W. Bush administration,
go working in the Pentagon.
And these two, along with Paul Wolfowitz,
were the chief architects of Iraq War.
So I named these people,
and I explained how this war in Iran
follows from the clean brick memo
and the goal is to establish Israel
as the regional hegemon
and I think this is what got me into a lot of trouble.
Why do you think that got you into a lot of trouble?
Because I'm a Canadian,
when I come into the country,
they usually don't bother me.
And so for them to question me,
I think it was because
some top officials
basically requested that I'd be put in secondary
every time I come in the United States.
And I also believe this because
of a friend Max Blumenthal, who is a very good U.S. journalist, and he was in Iran covering Kamene's funeral.
In response, a social media influencer named Laura Lumer demanded his arrest.
And so when Max Blubleau came into the country, and he is a U.S. citizen, by the way, his devices were confiscated.
And now Max Blumenfo is suing.
the Department of Homeland Security for illegally confiscating his devices.
And so I think that we live in a time when, unfortunately, the empire is in decline.
And because of hubris and arrogance, they are trying to silence their critics rather than accept our constructive criticisms.
Okay. So it's a theory.
Absolutely. They never told me while I was pretty secondary, but he hinted at me.
that every time I come in the United States,
I will be put into secondary
to make sure that I'm coming to United States
for legitimate reasons.
Also, he hinted at me that it is possible
that once my I-94 expires in six months,
they will not renew it,
meaning they will not allow me in the country anymore.
I hope I come back to the United States.
I have the deepest admiration for the American people.
I think that the Americans
are the most open and generous people in the world,
but at the same time,
I do appreciate that we are living in very interesting times.
Prediction three.
Okay.
My third prediction is that Lionel Messi will become present of Argentina.
Oh, wow.
I wasn't expecting that.
Yeah.
So I wanted three new predictions that were fun and interesting for us to discuss.
So why I make this prediction is that Argentina,
is working very closely with the United States and Israel at this moment.
You are a British citizen, so you will appreciate that Argentina has recently demanded
the return of the Falklands.
And Donald Trump has voiced support to Argentina.
So I'm asking myself, why are they so concerned about the Falklands?
And not only that, but if you've been following the news,
however Malay has become very close with Benjamin Netanyahu.
Argentina and Israel have very strong relations.
In fact, Argentina is welcoming Israeli investment and immigration into Argentina.
And apparently, if you are an Israeli citizen and you go into Argentina,
again, you can fact check this.
But from what I understand, you have immediate access to the health care as well as pension,
which makes actually no sense because they're not Argentina's citizens, right?
So it seems very much that Argentina is working very close with Israel and the United States.
And the reason why I think that Israel and Argentina are working very close together is right now there's almost a civil war in Israel.
when Mesanic Jews who believe this war in the Middle East
will usher in the end times in the coming of Messiah
and secular Jews who are like these people are insane.
And so the only way to resolve this conflict
is by exporting secular Jews elsewhere.
And it seems to me Argentina is a very good place to export them.
So, but then you're like, okay, how do you get
the people of Argentina to accept this massive immigration into Argentina from Israel.
Because Israel is not very popular in Argentina.
I think the best way is to make Lionel Messi the president of Argentina.
And his popularity will be enough to let all these Israelis into the country.
Him as well as the reclaiming of the Falkland Islands, right, these two things.
You know, the god of Argentina becomes president, and Argentina reclaims the Falklands from the British.
And I apologize to you as a British citizen.
It's okay. I like Missy.
You also mentioned to me that you think Japan is going to go to war with China, or China's going to go to war with Japan.
Yes.
What makes you think that?
Well, because every Chinese believes this.
Yes.
So it's a funniest thing.
But, like, for the longest time, people believe that China will eventually end.
invade Taiwan. This is what's very commonly accepted in the West. But if you actually go to China,
no Chinese actually believes this and no Taiwanese actually believes this because this is not
the way that China actually goes about its foreign policy. It does not go and invade other countries.
Or in its most recent history, it has not been that aggressive. The last war that China fought was in
Vietnam, and this was in the mid-early 80s. Okay, so it's a long time. But if you go to China today,
everyone believes that China and Japan will go to war. And to appreciate this, you have to understand
the geography of Southeast Asia. To try to throw something up on the screen? Yeah. Okay. So what I want
to do is use geography to explain why conflict between China and China, and, you know, and, you know,
And Japan is inevitable at this point.
Okay, so you have Japan.
Okay, and you have China.
Okay, so the first thing to appreciate is that these are two very different countries.
China is a land power that is self-sufficient.
Japan is a sea power that is dependent on resources from abroad.
So historically, China was probably under the agricultural.
cultural nation, Japan in order to survive, engage in piracy. So the Japanese have always been
pretty militaristic. They have a very, they had a cyber culture for the longest time. They were
always at war with each other. And the Japanese people are extremely resilient and cohesive because
the geography of Japan is very unstable. There's lots of earthquakes. There's a lot of tsunamis.
So they have to work together to people in order to survive. This is important because this
War in Iran, it's affecting both China and Japan.
China will probably have to de-industrialize,
but if Japan doesn't do anything,
then it's possible in the next 50 years
Japan ceased to exist
because not only is Japan dependent on energy
and imports and resources from overseas,
but as an aging population.
It has the most elderly population in the world.
So in a time of war,
when the United States is longer able to give you protection,
Japan needs to create resource colonies.
And historically, Southeast Asia right here,
has been the main resource colony of Japan.
If it does not have Southeast Asia,
the United States now becomes the main benefactor of Japan.
And Japan doesn't want to be in that position
because that's what happened in World War II
when Japan got most of its energy from the United States.
States and when the United States embargoed Japan, Japan was forced to declare war on the United States.
Okay, so the United States can provide Japan with all its energy needs, but that would make Japan
completely subservient. So Japan wants to basically access the resources of Southeast Asia.
There's a problem, though, and that problem is called Taiwan. Taiwan is right in the middle
of the South China Sea. And if China and Taiwan were, you know,
to reunify, what China could do now is embargo Japan.
I'm not saying China will do so,
but I'm saying that China has the option of doing so,
and Japan sees that as a threat to its existence.
In fact, a few months ago...
When you say embargo?
What does embargo mean?
Embargo means you blockade, okay?
But if they did this, wouldn't the whole hell would break loose?
You know, Japan are going to attack China,
that Taiwan, it's going to get messy, it's going to impact trade.
So I'm not saying that China would embargo with Japan,
but I'm saying it has the option of doing so.
But you are saying that China is going to attack Japan?
No, no, no, no.
I'm saying there's a conflict between these two nations.
Okay, I thought you said it was inevitable.
Yes.
So let me explain how this would draw, how this will play out, okay?
So Japan sees Taiwan, the Taiwan issue,
as vital to its national security interests.
And that's exactly what Prime Minister Takehichi said a few months,
ago. And when she made that statement, China overreacted. So before you had millions of tourists from China
visiting Japan a year, now most of them are not allowed to go to Japan. And it's very likely that
China and Japan will have a conflict over Taiwan. Now, the thing to remember is it does not benefit
any nation here to go to war
because as you point out, all chaos would break out.
What you need to do is create leverage
to negotiate better terms.
So what Japan is doing is saying,
okay, look, we can't take on China directly.
China is too powerful.
But what we can do is build alliances
to possibly challenge
and if we have to embargo China.
So what Japan is doing is built on lines with the Philippines and Australia and India.
And together, these four nations, even with the United States, they could, in theory, choose to embargo China.
What Japan needs is access to Southeast Asia because that would be the main source of its resources going into the future.
So that is a scenario being played out.
Now, China does not want to come into a conflict with Japan.
Why?
Because China is seen as the big bad dragon in this area.
And if China is seen as too provocative,
that would basically incentivize all Southeast Asia to gang up on China.
So you can see alliance between India, Southeast Asia, Taiwan, Philippines, Australia,
South Korea, North Korea, Japan versus China.
Okay. So the way to resolve this issue is use of proxy in order to threaten Japan in order to develop more leverage over Japan and negotiations.
And that proxy, of course, is North Korea. So North Korea has the potential to shell South Korea because most of the population of South Korea,
lives within 20 minutes of North Korea.
And so in theory, North Korea could flatten Seoul in just a day.
Okay, most of North Korean artillery is actually by the border.
What North Korea could also do is lobby missiles into the sea of Japan and rattle the Japanese.
Okay?
So this is the dynamic being played out, where Japan, through its proxies,
probably in the Philippines, is challenging Chinese naval dominance in the sub-China Sea.
and China will use North Korea as a proxy to threaten South Korea and Japan.
Over time, as the United States retreats from the Asia Pacific,
this conflict between China and Japan will get worse and worse.
And the main reason why is it is in the strategic best interest of the United States
to foment as much tension between China and Japan as possible.
But it could compromise Taiwan, no?
Who cares?
The U.S. care about Taiwan.
No, it doesn't.
I thought that's true.
We get all of our semiconductors from.
But what does Trump want to do?
He wants Taiwanese to move their semiconductor industry to the United States.
And that's already happening where TSM, the main semiconductor company in Taiwan,
is open a, I believe it's $20 billion, new factory.
in Arizona.
So if there's a conflict
between China and Japan,
the tension becomes worse and worse,
the Taiwanese semiconductor industry
would be forced to relocate
the United States,
which would be in the best interests
of the Americans.
You also think that
Russia are going to invade
the Baltics.
Yeah. Okay. So now we'll shift
focus and go into Europe.
All right. Okay, but
is this pretty clear?
Yes, it is clear.
Okay, right now you have NATO or Europe supporting Ukraine in its war against Russia.
Okay?
And most of this war is actually happening in eastern Ukraine,
and Russia seems to be winning a lot of territory in eastern Ukraine.
But everybody's saying that Ukraine are fighting back really, really well.
The reason why is what Ukraine has chosen to do in these past,
few months, which has changed the contours of the war is Ukraine is using drones to attack
Russia's energy infrastructure. And just hitting Russia in general is making the people of Russia
change their perception. Exactly, right? So before this conflict was contained to eastern
Ukraine, it didn't affect the people of Russia. In fact, it really was helping the economy of
Russia because Russia could still export its oil around the world. Now Ukraine, what Ukraine is doing
is using drones to attack the war refineries of Russia, which is causing economic pain on
the Russian people. And this is making Putin increasingly unpopular. So the contour of the war has
changed. So if you're Russia and you're looking at this, you think your enemy is not Ukraine.
You think your enemy is NATO Europe. Why? Because Ukraine, the drones are being manufactured
in Germany and the UK,
and other places as well.
So in theory, Ukraine could fight this war to infinity
because its manufacturing hub is in Europe.
Europe is also providing Ukraine with infinite financing
as well as intelligence.
Okay?
So if you're Russia, you're like, wait a minute here.
Over time, we can't possibly win this war of attrition
because we're fighting Europe
and Europe's manufacturing
capacity is well protected
behind the NATO alliance.
So what I need to do
is provoke NATO and Europe
into coming into Ukraine
basically forced them out of their shell.
And so what's been happening is
Germany and Russia have been in conflict
these past few months.
in early August, there was a drone attack on Lipsic Airport, okay?
Lipsic Airport.
And the Germans blame the Russians.
And in response, the Germans closed down the Russian consulate in Bond,
as well as remove certain Russians from Germany.
Russia is retaliating by closing the German consulate in St. Petersburg.
And the Russian foremanister, Saigail Lava, have said,
we are in a similar situation to
1941. What happened in 1941? The Germans
invaded Russia. Okay? So in other words
Russia recognizes that if they just leave Europe
alone and just fight this war in Ukraine, they will
lose in the end so they must force and provoke
Europe into mass mobilization to defend Ukraine.
And one way to do that is by hitting
critical manufacturing infrastructure
within Europe.
Do you think Russia's next move
is to attack within NATO,
Germany, the UK, etc?
It has no choice.
It has to do this.
Can I just do a deal with Trump?
Like, you know, they're trying to do a deal
at the moment, aren't they?
Jared Kushner is apparently trying to get a deal
done between Ukraine and Russia and...
So, in the United States,
do you want peace between Europe and Russia
or do you want war between Europe and
Russia. Well, from a game theory perspective, you're rid off with war. Why? Because if there's war,
Russia can't sell its energy overseas. The United States has monopoly over energy now.
This causes global instability, though. If there's a war here, then it's going to impact the US
in a big war. Well, then why the United States invade Iran, right? Because they thought it would be
an overnight Venezuela situation where you decapitate the leadership. Everyone rises up. You have a
favorable leader in the country that is subservient to you?
Great, exactly.
And this is exactly how the empire thinks, right?
We already use this formula, right?
Yeah.
Now, if we apply this formula to Europe's situation,
then the thinking is, well, Putin is a paper tiger.
He is very unpopular at home.
If we just force this war for another two months,
if we continue to attack the energy infrastructure of Russia,
then eventually the people will rise up and overthrow.
Putin. Right? The same logic. So therefore Trump wants the Ukraine to win or he wants Ukraine
to keep doing what they're doing? Well, Trump personally doesn't care, right? Because the more war
there is, the more the Europeans are forced to rely on American energy. Okay. So if you're Putin,
what you need to do is force the Europeans into
to war in Ukraine.
Why?
Because there's really only one path to victory in this scenario.
The path of victory is to cause instability and violence in Europe.
The idea is if you force Europe to mass mobilize,
the people would rather overfall the government
than agree to take up arms against Russia.
That's a theory.
But Russia has exactly one path to victory, and that is to cause as much instability and violence as possible within Europe.
And the best way to do that is by forcing the Europeans to mass mobilize their population.
But for that to happen, what Russia needs to do first is declare total war.
What total war means is the mass mobilization of your society.
So what's important for us to appreciate is so far Russia has not declared war on Ukraine.
It is a special military operation, which means that Russia is relying on volunteers to fight this war.
In a time of total war, Russia could mobilize its adult population, and we estimate there are at least 3 million reservists in Russia ready to.
to be called up to arms.
Mass mobilization in Russia
would force mass mobilization in Europe.
And this is how the war
is most likely,
well, most likely turn out.
I mean, I guess the other thing that's,
I mean, listen, Professor,
there's, sounds like there's a lot of conflict on the way.
There's an acceleration underway.
What would have to be true
for us to sit here in 2036
and for there not to have been a conflict
between China and Japan for the Iran situation to have cooled off.
The Ukraine war is either where it is now or it's regressed.
The Klinvik Memo.
That's changed history.
So what are you saying specifically?
What would have to be the case for none of these sort of catastrophic things to take place?
Okay.
In the year 1995, this was published in 1996.
Now Yahoo came in power in Israel in 1996.
In 1995, we lived in a world of neoliberalism, something called Washington Consensus.
And the idea is we have developed a new model of history.
If people just trade it with each other and consumers just bought goods, we would have peace forever.
This is what we call it neoliberalism, Washington Census.
and Bill Clinton was the main proponent of this idea.
And in order to achieve this vision for global peace,
what he did was promote the Oslo peace process,
which sought to create a two-state solution
and bring peace in the Middle East.
The two-state solution is the Palestinians and Israelis
agreed to live side by side.
And at that time, the main thinking was
that once peace happened in the Middle East,
once a two-state solution was created,
then they would start to trade with each other.
Israel and Palestine, we brought into the GCC,
and they would be part of the global supply chain.
And once prosperity comes to Israel and Palestine,
they would have no need to ever hate each other again.
This is called the also peace process.
Okay?
And again, at that time, this was just how policymakers in Washington understood the world.
Right?
It worked in China.
It worked in Japan.
It worked in Germany.
The Japan and Germany were these really militant nation states.
But then we allowed them to trade.
We allow their consumers to have air conditioning, SUVs.
And now they're just really peaceful people.
So why can't we do the same thing in Israel and Palestine?
So what is the clean break theory?
In a sentence?
The clean brick theory is this.
Nahyahu came into power and basically his argument is
we can never ever trust the Arabs not to hate us.
We are Israelis.
We have been promised this land by God.
And the Arabs see us as enemies
and whatever we do, they will always hate us.
So screw peace, screw compromise, let us become the regional hedgeron because that is our manifest destiny.
That is what God told us to do.
That is what is written in the Bible.
And that's what we were born to do.
And this is something called the Clean Brick Memo.
And the Clean Brick Memo had three major pillars that have all been achieved today.
The first pillar is stop the auto peace process.
do not give more land
of Pasadenaans because
the Pasadenaans are animals.
And the way to treat animals is by
being the crap out of them.
Do not treat them nicely.
They will
hate you.
So, wait, are you saying that the way
to stop all of the pessimism that we talked about
happening is by
the clean break theory succeeding?
No, no, no, no.
What I said was in 1995,
there was already a theory in place
called neoliberalism that offered a solution to the Israel-Palestine issue
that has been plaguing the Middle East for the past few decades.
And if they had thought that through, then we'll live in a very different time.
Okay, so to my question, my question is, and what would have to be the case for this,
all the things you've described, the wars and the conflict, not to happen?
Right.
What would have happened is the United States had pressure Israel into seeking peace with the Arab nations.
Okay, so the US need to get Israel to be friends with the Arab nations?
Yes, you force it because Israel simply dependent on you for technology, for financing, for arms.
Israel is the biggest recipient of American foreign policy aid.
So just for those that want to know what the clean break theory is, it's called a clean break, a new strategy for securing the realm.
It refers to a prominent 1996 policy documented
and then prepared for Benjamin Netanyahu
by a steady group led by American neo-conservative strategists.
Did he read this memo?
He commissioned it.
He commissioned it, okay.
And the key objectives of the clean break
are, as you said, the first one,
abandoning land for peace,
which advocated for moving away from the Oslo Accords framework,
shifting to a posture of peace through strength
and peace for peace without giving up any term.
Number two, regional dominance are recommended transcending the Israel-Palestine conflict by focusing on weakening regional adversaries,
specifically advocating for the containment or removal of hostile regimes in Iraq and Syria and Syria-Hasbalah axis.
And lastly, preemptive action.
It urged Israel to abandon defensive containment policies in favor of proactive, offensive strategies.
And that's exactly what Israel is doing today.
This is what Israel has done for the past 30 years.
as promoted regime change in Syria, in Iraq.
And so the conclusion here is to stop this sort of conflict escalating,
they have to reverse course with this strategy.
The U.S. needs to contain Israel, yes.
Okay.
But what I'm arguing is it's too late
because you've already unleashed these structural forces
that will collapse the global trade system,
in which case it's every nation for itself.
I mean, you've already created the conditions for Japan
and China to go to war,
you've already created conditions
for Germany and Russia to go to war.
It's no longer,
you can't put the genie back in the bottle again.
What does this, you know,
a lot of, most of us aren't involved in politics.
So we just kind of watch this stuff
and we have to sort of figure out
what to do with our families and our lives
in spite of this sort of craziness
that we see in the news and the global conflict
and all that stuff. What is the advice that you have
to all the average person?
The best advice I can give,
to the average person is believe in God.
So I am a product of the meritocracy.
I received the best education in the world,
and I feel the best education in the world
makes you think the world is materialistic.
God doesn't exist.
And as a result, in my 20s and 30s and 40s,
I was a deeply angry, depressed,
frustrated person.
Because if God doesn't exist,
there's no order and structure
to what's going on.
And it's just complete chaos.
And there can be no hope
or light in chaos.
And because I married a wonderful woman
who I think is really an angel
because I have like three beautiful children,
I do believe there's a plan
and a structure and order and reason to the world.
And I've come in the past two years.
And it's only been recent, okay?
It's only been in the past two years
when I have a true belief in God.
So it's all going to be okay?
Yes.
Great.
Yes.
But you need to believe in God
and you need to focus on your family.
then it will be our right.
So don't focus on protesting in the streets or elections or any of those things?
If you believe in God and you focus on your family,
sometimes you're compelled to take action.
Because I believe in God,
I live a life following one simple principle,
which is speak the truth.
Why am I on you?
your show. Why did I spend the past month going on so many different podcasts? Because it's important
people know the truth. If you really believe in God, if you really focus on your family,
you have a personal and moral responsibility to speak the truth. If you know what's going to
happen, then speak it. Why are you doing this? What good will do? It doesn't matter. It's just like
your faith in God compels you.
to live the truth and to speak the truth and to spread the truth.
So just because you believe in God doesn't mean, okay, now I believe in God and now I can just sit back and hide in my room and play computer games all day.
It doesn't mean that.
It means if you truly believe in God and you believe there's a plan, then you have to take action and you have to participate in the world because why else would God create you?
So why is God letting all of this stuff happen?
When I look around the world, I see lots of wars and conflict.
Russia, Ukraine, the Middle East, lots of other things breaking out at the moment.
Why would God let this happen?
What is the path to wisdom?
Struggle, pain, failure.
Yeah.
Can we just have the wisdom without, though?
Well, could you?
So we've got a lesson to learn.
We have many lessons to learn.
But if you are truly a spiritual person, you're thankful for this time.
because this struggle, the suffering,
will allow us to transcend ourselves.
Are we here to make a lot of money and drive fast cars?
Are we here to learn what it means to be truly human,
to learn what love is,
to develop a deeper connection with God?
I mean, I think we're here first and foremost
to be truly human.
That means living a life of love, empathy, and imagination.
And so we go back to that formula
where if you have too much wealth,
you have too much fame, you have too much power,
it's impossible for you to truly have imagination,
empathy, and love.
So how do you correct this?
Will you create a word of crises?
Because in a word of crises,
everyone, you and me,
were forced to look deep down and ask yourselves,
what is truly important to me?
What gives me happiness?
What is meaning and purpose in my life?
And I think the answer is,
it's my love for the people around me.
And that's the answer that we'll all come to.
And once we come to this answer,
then I think that is the great spiritual awakening
that could possibly redeem of humanity.
Professor, what's the most pertinent thing
that's front of mind for you at the moment
that we haven't talked about.
Well, I mean, we did talk about the coming conflict between China and Japan, and I worry a lot about that.
What about AI? We didn't talk about that. And that's kind of overlaid on all of the stories we talked about,
because it's to do with robotics, it's energy, it's semiconductors, chips, it's U.S., China.
Yeah. So that's a great question. And so if we go back and talk about global supply chains,
this formula is very important to understand. Technology equals specialization times globalization.
So in a time when global supply chains are breaking down, in time of war, AI cannot make that leap into AGI.
So what will happen is AI will be repurposed as a control grid rather than AI developing the intelligence necessary to reduce scarcity to solve the most pressing medical problems of humanity.
to solve climate change, AI will be, we purpose to monitor and surveil all of us.
I think that's going to happen irrespective of, you know, I think governments are going to be
increasingly interested in and capable of monitoring all of us all the time.
Because we have cameras, we're here in New York City at the moment, there's cameras everywhere,
they're just a little bit dumb. They don't really talk to each other.
Yep.
With AI, they can all talk to each other.
That's right.
So professors walking down the street and he's off his way to this hotel and now he's in a hotel.
I agree that is the most likely trend.
But what I'm saying is all these crises will accelerate this trend.
Because let's just say you have a siege of New York City.
Well, Palantir will use this opportunity to develop autonomous drone warfare that is controlled by AI.
So is that your big concern with AI is surveillance?
That's not the big risk I see.
The big risk I see is how AI can cheapen the human experience,
how AI is almost dehumanizing.
Because what people like L.M.S. and Peter Thiel and St. Oman are saying is computers are so much smarter than us.
And it could be true that AI will eventually be able to do mathematics, do medical diagnostics,
much more efficiently than we are.
But ultimately, we as humans,
we're here to love, imagine,
and be kind to other people.
And that is what the human experience is.
And if we focus too much on AI,
that diverts and distracts us
from our true mission,
which is one of spiritual growth.
Our true mission is spiritual growth.
What gives you hope?
Well, the only thing that gives me hope,
are my children, right?
You met Chris,
but I'm here because of Chris.
Honestly, if I didn't have children,
first of all, I don't think I would be this successful
because I wouldn't have much purpose and meaning in my life.
But honestly, at the same time,
I think that while children and I was suddenly this famous,
I would become very corrupted very fast.
I would just focus on the fame,
I would try to make as much money as possible because while children,
the only purpose in life is competition against others, right?
To prove that I am materially more successful than other people.
And so I would just try to make as much money as possible for myself
in my 50 minutes of fame.
But now that children, I'm much more concerned about building a legacy for them
and sending a good example.
Are you worried about Chris's future?
I'm not.
You know.
I'm not all worried about his future.
Why?
Because my wife and I have loved him to the best of our ability.
And the fact that we love him gives him the confidence to live his life to the fullest.
We see every day Chris as a gift from God.
But if the world is collapsing in your words and Chris is in that world, are you not concerned?
I'm not at all concerned.
because we are here in order to have a spiritual awakening
and all the crises
they will induce deep reflection
in order for us to fulfill our purpose.
I don't know why Chris is here.
When Chris was two years old,
he literally told us,
mom, dad, I'm from another world
and he named that world
and I'm just an alien visiting you guys.
And my wife and I, we weren't surprised.
We were like, we knew this, yeah.
We knew you were an alien.
We knew you came from another world.
And we knew that you came here to experience humanity for all our faults and all for our problems.
And we see you.
We love you, but we will do whatever we can to empower you on your mission.
And we're going to try our best because ultimately it's your life.
It's your mission.
and we cannot ever control you.
Love is about trust.
Love is about liberation,
liberation from your own anxieties
and liberation from the need to control others.
Professor, we have a closing tradition
where the last guest leaves a question for the next,
not knowing who they're leaving it from.
The question left for you is what is your biggest challenge
and how are you working on fixing it?
My biggest challenge is my fear, my doubt, my paralysis.
I went to the U.S. border yesterday.
And now I'm afraid that I will never be allowed back in the United States after I leave.
I'm afraid that I might get banned from a lot of countries because all I do is talk trash
about different countries.
I've talked trash about China.
I've talked trashed about Canada.
I've talked trash about the United States
If I got banned from all three countries,
I've been in a lot of trouble.
And so my constant challenge
is to maintain my faith in God,
maintain my faith in my family,
maintain my faith in my purpose.
I hope you do,
and you have a wonderful son.
He's so curious
is the vibe that I got from him.
He's a gift from God.
Very, very curious.
I just met him in the green room then
and he was like,
he's playing with some playday.
and lots of toys and stuff like that.
And I'm not surprised that he is your son from the 15 seconds I spent with him
because he's very, very curious and clearly going to be a very smart young man.
So congratulations.
Thank you.
