Full transcript
Intro
0:00I think there are a lot of people who do
0:01not like what I'm saying. I am one of
0:03the most polarizing figures in the world
0:05right now. But I'm trying to prepare
0:07everyone. And what I want to explain
0:09[music] to you today, Stephen, is why
0:11the world is collapsing. Because having
0:14studied patterns of history and global
0:15supply chains, I now recognize and have
0:17a framework to predict the future. And I
0:20brought to you three, four, five
0:21predictions structured around 9/11.
0:23>> So what are your predictions? I've been
0:25dying to know. My first prediction, if
0:27there is another 911 attack, it will be
0:29an attack on the US financial
0:32infrastructure. Imagine one day you open
0:34your iPhone and you're looking to buy a
0:37coffee and all the money your bank
0:39account has been wiped out and they
0:40don't know when or how long it will take
0:42them to retrieve it. I believe that's
0:44what [music] makes Americans most
0:45vulnerable and therefore the most easily
0:47traumatized.
0:48>> What's prediction number two?
0:49>> Is that Lion Messi will become president
0:51of Argentina.
0:52>> Oh wow. I wasn't expecting that. And
0:53also, do you think Trump is going to
0:55have a third term? [music] Let's take a
0:56friendly ban and say $100. Trump gets a
0:57third term. There'll be a siege to New
0:59York City. Prediction three. My third
1:00prediction is that are you sure? You
1:03don't think that the US would actually
1:04do that?
1:05>> Well, I understand a lot of this is
1:08going to be extremely pessimistic, but
1:10we are living in a time of not just war,
1:14but also the regression of civilization.
1:16We've basically [music] hit the height
1:18of technological advancement. The word
1:20collapse you use there is a strong word.
1:22>> Yes. I am positive that we are seeing
1:25the collapse of civilization. All the
1:27stuffing that we have might have seen on
1:29television, it is coming to us in our
1:31lives and the world is essentially
1:34running out of time and I will paint a
1:36clear and simple picture of what is
1:38about to come. What would have to be the
1:40case for none of these sort of
1:41catastrophic things to take place.
1:42>> Well, the only that gives me hope is
1:45before this episode starts, I have a
1:46small favor to ask you. Two months ago,
1:4861% of the people that watch this
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1:54you've ever liked any of the videos
1:55we've made on this channel, if you like
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1:58quick favor and hit the subscribe
1:59button? It helps this channel more than
2:01you know, and the bigger the channel
2:02gets, the more we can invest in the
2:04guests and the production. Thank you and
2:05enjoy this episode.
Where Is the World Heading?
2:10Professor Chang,
2:12what is front of mind for you at the
2:14moment? Your energy is giving me some
2:17things on my mind. What is that?
2:20>> I think that we are living in
2:25a time when the world is collapsing.
2:30And so what I want to explain to you
2:34today, Stephen, is how we got to the
2:37world that we are in and why it is
2:40collapsing.
2:42So first thing I want to explain to you
2:45is the um petro dollar system which is
2:48the basis for the global economy. So
2:51let's go back to the year 1945 and this
2:54is the end of World War II and the
2:56United States is dominant. The United
2:59States will manufacture
3:03goods for Europe and for Japan which
3:06were destroyed in World War II. So what
3:09the United States said is we will lend
3:12you the US dollars in order to purchase
3:16the goods that we will export to you but
3:19you have to promise to pay us back in
3:21gold. And the United States became
3:24complacent. They were spending money
3:26they shouldn't have been spending.
3:28United States went from a credit nation
3:30to a debtor nation. So in the year 1971,
3:35Richard Nixon said that the US dollar
3:39would no longer be pegged to the gold.
3:43And so the question now was if the US
3:45dollar is no longer pegged to gold, then
3:48what is the value of the US dollar? So
3:52Richard Nixon had to create demand for
3:55the US dollar. And so three things
3:58happened after the something called the
4:00Nixon shock. 1977 in shock. Okay. So the
4:04first was a creation of a petro dollar.
4:06So Saudi Arabia and other countries in
4:09the Middle East agreed to sell their oil
4:13only in US dollars. So if you want to
4:16buy oil energy, you need US dollars.
4:20Late 70s, early 80s,
4:23China said the same thing. If you want
4:26our cheap manufactured goods, you have
4:29to pay in US dollars.
4:32Mid80s was something called a pla cord
4:35where Japan agreed to take all its
4:41savings and buy US treasuries.
4:45>> So it's essentially they're buying a a
4:48promise from the US. All this is based
4:53on promises, right? The US dollar is a
4:56contract. It's a promise. China promises
5:00to give you manufactured goods and Saudi
5:03Arabia promises to give you oil. This
5:07system, the petro dollar system create
5:09the world that we live in today. So, let
5:11me explain why. All right. So, this is a
5:18semiconductor.
5:19All right? And it's a basis of all
5:21technology of all computer. And there
5:24are three critical elements in a
5:27semiconductor. Silicon,
5:30they are gallium and they are
5:34germanmanium. Okay. There are many more
5:37elements but these are the three most
5:39critical and these three together allow
5:44uh semiconductors to achieve almost
5:46impossible
5:48technology. For example, pre precision
5:51missiles, satellite communication are
5:53all based on these three elements
5:56working together.
5:59Why we have these three elements in
6:01place is because of this global system.
6:04Because
6:06silicon is mainly manufactured in China
6:11about 60 70% of the world silicon comes
6:13from China. 70% of gallium comes from
6:17China. 90% of the world's germanmanium
6:19comes from China. Now for semiconductors
6:24to work the process is this. The United
6:27States mainly in California, Nvidia or
6:32Apple, they will design very advanced
6:36semiconductor chips to power the iPhone
6:39to power video games. Then United States
6:43will send this chip design over to
6:47Taiwan and Malaysia for the manufacturer
6:51of these chips.
6:54The Netherlands and Japan will create
6:56machines to print out these
6:58semiconductors. So a company in the
7:00Netherlands called ASML,
7:04they manufacture lithography machines
7:06that are worth $400 million each. Then
7:09these lethog machines and the chip
7:11design go to Taiwan, primarily Taiwan,
7:13but also Malaysia as well in order to
7:17manufacture these chips and then these
7:20chips are then sent to China to be put
7:23into appliances.
7:25So when you see this semiconductor,
7:28you're not just seeing a piece of metal
7:31and plastic. You're really seeing the
7:34world converging together. So I want you
7:37to remember this formula and this will
7:39help us explain how the world works.
7:40This formula is very simple.
7:42Technological progress is correlated
7:46with
7:48specialization
7:49times globalization.
7:51This is the formula. Okay. So it's very
7:55simple. All technolog technological
7:57progress is premised on more countries
8:00being able to specialize and these
8:03countries being able to trade freely
8:05with each other. And what makes this all
8:07possible is global trade that is
8:11supported by two things. The first of
8:14course is the US dollar. The second
8:16thing that's most important is is the US
8:18military hegemony.
8:20>> Hegemony meaning
8:21>> meaning there there are no pair
8:23competitor. There is no one who can
8:25challenge the United States in control
8:28of the seas.
8:29>> So you're coming now to the point of why
8:31you think because the the claim at the
8:33top was that the world is collapsing.
8:35>> Exactly. I bring this all up because we
8:38need to appreciate what technological
8:40innovation is. If techn technological
8:42innovation is specialization times
8:45globalization
8:46then we are living in a time of not just
8:50war but also the regression of
8:54civilization.
8:55So in other words my argument to you
8:57today is we've basically hit the apex
9:02the height of technological advancement.
9:07We cannot go any further because in
9:12order for technology to progress, you
9:14need greater specialization and you need
9:16greater globalization. But what we're
9:19seeing right now is this war in Iran, it
9:23will cause a chain of events that will
9:25force all nations to
9:28become much more general. Okay? So you
9:30will see a decline in specialization and
9:33they'll become much more nationalistic.
9:34They will need to create self-sufficient
9:36supply chains. So you will see a decline
9:38in globalization and therefore
9:40technology the progress will have to
9:43decline.
9:43>> The word collapse you use though is a
9:45strong word.
9:46>> Yes.
9:48>> Is that the word you meant?
9:49>> That's exactly the word I meant. We are
9:51living not through World War II. We are
9:55not living through a shifting of the
9:57global order. We are we will live
10:00through over the next 20 years the
10:02collapse of civilization itself.
10:04>> The collapse of civilization itself.
10:07>> Yes.
10:09>> Are you sure?
10:10>> I am positive that we are seeing um the
10:13collapse of civilization.
What Would a Collapse of Civilization Actually Look Like?
10:15>> Give me some definition around the
10:16collapse of civilization because people
10:17could infer that as oh you know the the
10:19dollar is not going to be as strong or
10:21they could say okay we're not going to
10:22innovate as much or I don't know if your
10:23prices are going to go up. But the
10:24collapse of civilization.
10:26>> Yes. So, let's go back to World War II.
10:30Okay, in World War II, if you lived in
10:33Europe or Asia, it really seemed like
10:36the end of the world. Tens of millions
10:39of people died in that war. But at the
10:43same time, you had a superpower that was
10:47emergent, the United States of America.
10:48So at the end of World War II, America
10:50was so powerful that it was able at the
10:54end of World War II to create a new
10:56world order and basically finance and
11:00defend this new world order called Pax
11:03Americana. And we are seeing the last
11:06days of Pax Americana. And then you ask
11:09yourself, well then let China emerge or
11:14maybe Russia will emerge or maybe Israel
11:17will will emerge to replace Pax
11:19Americana.
11:20And unfortunately
11:23what we know is that systems in decline,
11:27empires in decline do not go willingly.
11:30Okay. So the historical analogy I would
11:32use is the Bronze Age collapse because
11:36the Bronze Age was very similar to this
11:40period in our history when the entire
11:43world was globalized because in order to
11:45make bronze you needed both copper and
11:47tin and these places were found in
11:49different places of the world and that
11:51allowed for global integration. But
11:54because of global in integration over
11:57time you that led to massive inequality,
12:01debt and polarization.
12:03And so when the system collapsed, the
12:05entire world collapsed. So I I would
12:08argue the closest historical analogy
12:10that we have
12:13um to today is a bronze age collapse.
12:16What was life like in the Bronze Age
12:17collapse or how was it different pre-B
12:20bronze age collapse versus post bronze
12:22age collapse? So during the branch
12:25collapse what happened was
12:30there was a perfect series of crises
12:33that caused systematic collapse. Okay.
12:35The first was
12:38change in weather patterns climate
12:40changed which led to famine primarily in
12:45Europe. Okay. We have famine and people
12:47are starving. What do people do? They
12:49migrate. Okay. They migrate to areas
12:54that have food and that this this place
12:57is primarily going to be Anatolia and
13:00Egypt.
13:01These migrants
13:04overwhelm the systems of Egypt and
13:08Anatolia
13:09and this would cause a cascading effect
13:11where the entire world lost order. These
13:17migrants were called the sea peoples and
13:19they were destroying traditional
13:21hierarchies and authorities.
13:24And once that happened then the very
13:27fundamental elements of civilization
13:29disappear. So if we apply this analogy
13:33to today then I'm going to paint for you
13:35a scenario
13:37uh of what might happen. All right. So
13:39we have this war in the Middle East that
13:42is only expanding. It's bringing in more
13:45and more countries. So, as you may know,
13:50um, since we last spoke, basically all
13:53of Iran's proxies have been brought into
13:56the war. This includes the Houthis,
13:59which occupies this part of Yemen.
14:01>> So, the Houthis are a group of military
Who Are the Houthis—and Why Do They Matter?
14:04that are in favor of Iran.
14:06>> The Houthies are an ethnic group in
14:10Yemen. And Yemen is a country that is
14:13divided according to tribes. The thing
14:16about the Houthies is first of all they
14:18live in the mountains. So it's almost
14:20impossible to dislodge the Houthies.
14:23Saudi Arabia be a tried for 5 years. It
14:25didn't work. The other thing about the
14:26Houthis is they are a Shia tribe people.
14:31Now they're Shia Muslim and they're
14:33Sunni Muslim. The vast majority of
14:35Muslim in the world are Sunni. about 90%
14:38of the entire global Muslim population.
14:41The Shia are about 10%. And as a result,
14:44because they're the the minority, the
14:46Shia are much more fanatical than the
14:50Sunni. And this has always been
14:51historically true. They believe in
14:53martyrdom. So in other words, uh the the
14:56Houthies will fight to the death.
14:58They're not afraid of death. Okay. And
15:01the third thing about the Houthies that
15:02we need to appreciate is they control
15:07this critical
15:09choke point called the Bab El Mandad
15:13Strait. This is this is the Red Sea. So
15:16a lot of trade has to go through the Red
15:20Sea. Now what we know is Iran has
15:23already closed off the sh of hummus
15:28and the easiest and cheapest way for
15:31Saudi Arabia to get its oil to East Asia
15:35and South South Asia is by the sea. So
15:41Saudi Arabia cannot actually transport
15:43its oil. Okay. So that's the first group
15:47that is now involved in this war.
15:49Houthis. Then you have Hezbollah, okay,
15:53which is in Lebanon right here. [snorts]
15:57And they are now fighting Israel.
15:59Hezbollah is also a Shia group. So they
16:02are also very fanatical. And then you
16:04also have Iraq, the Shia militias that
16:08are basically their own independent
16:10militaries. So all four are have been
16:14brought into the war. You have Iran, you
16:16have the Houthis, you have Hezbollah,
16:19you have the Shia militia in Iraq. Why
16:23is this important? Because they span the
16:26entire Middle East. And so we are now
16:30seeing expansion of the war and over
16:33time what might happen is more and more
16:35nations have to be brought into the war
16:37to protect their own interests. How is
16:40this different from, you know, I grew up
Why This Is Different From the Iraq War
16:42with this Iraq war
16:43>> and there was lots of conflict in the
16:44Middle East. There was always fighting
16:45going on and it's it feels like it's
16:47been a function of my my childhood is
16:49that the Middle East are always fighting
16:50in some capacity somewhere and it you
16:53know eventually there's a piece in Iraq
16:57and the war kind of stops and ISIS is
16:59decapitated or whatever and it just kind
17:01of moves around a little bit.
17:02>> Yeah, great question. But what's
17:04happening today is very different from
17:0620 2003. 2003, United States went in to
17:10get decapitate Saddam Hussein and his
17:13government. And that was easy to do
17:16because you had a government that was
17:18not very popular amongst uh the people.
17:22So, America specializes in shock and awe
17:26military tactics.
17:28The problem today is you have four
17:32different groups. You have the IRGC in
17:35Iran. You have the Houthi in Yemen. You
17:40have Hezbollah in Lebanon. You have the
17:43Shia militia in Iraq. They are
17:47decentralized.
17:48They are fanatical and they share a
17:52similar esquetology. They share a
17:54similar religious framework.
17:57And as a result, what we know is
18:00the United States military is not very
18:03good at fighting guerilla insurgents.
18:07We know because of what happened in
18:08Afghanistan as well as Iran. These two
18:12are what is often referred to as TW as
18:15fervor wars where the United States
18:17spent trillions of dollars over over 20
18:19years to try to squash insurgents and
18:23they failed miserably. So
18:26because these four groups are
18:28coordinating but they're decentralized.
18:31This means that this war can only expand
18:35over time. Now Saudi Arabia is feels
18:39threatened by the Houthis. So what Saudi
18:42Arabia has done is most recently it's
18:44signed something called the Mecca
18:46Accords.
18:48Turkey and Pakistan. Okay. So Turkey and
18:53Pakistan and Saudi Arabia now must come
18:55to each other's defense. And it seems to
18:58me of these three countries, Saudi
19:00Arabia will be the first to invoke this
19:04mutual defense pact against the
19:06Houthies. So you can see a situation
19:09where Pakistan, Turkey, and Saudi Arabia
19:11is brought into war to try to dislodge
19:14the Houthies. But we know that the
19:17Houthies in a mountain retreat are
19:20almost invincible.
19:22So this war can only expand. And the
19:25Houthies in response what they can do is
19:28destroy the energy infrastructure of
19:30Saudi Arabia. The Houthies have
19:32ballistic missiles. They have drones.
19:35And Saudi Arabia is this giant lake of
19:39gasoline ready to be blown up or lit up
19:41by the Houthies at any time.
19:44>> You know, back in the early 2000s, there
19:45was the alqaeda, there was ISIS, there
19:48was, you know, there was still Hezbollah
19:50in Hamas. So, how is how is this
19:52different? because there was lots of
19:54military militant groups.
19:55>> Great question. Okay.
19:57Why this is different is there is active
20:01coordination amongst these groups. So
20:04al-Qaeda, ISIS, they were working
20:06separately. But the there are three
20:09proxies, okay? You have the Houthis, you
20:11have the Hezbollah in Lebanon, you have
20:13the Shia militia, they all report back
20:16to the IRGC in Iran. And here's the
20:19kicker. This is really important. Both
20:22China
20:24and Russia are supporting Iran in this
20:28conflict.
20:30China is supporting Iran through the
20:32Belone initiative. Basically
20:34transporting goods to Iran through this
20:36corridor and Russia is supporting Iran
20:40through the Caspian Sea. As a result,
20:43Iran in theory could fight this war
20:46indefinitely. Okay, that's one thing
20:49that we have to appreciate. there's a
20:51clear alliance in place to make sure
20:55that Iran and its proxies can withstand
20:59this war. The other thing that's really
21:02important for us to appreciate is like
21:04the Middle East, it is the heart and
21:08center of the petro dollar system. It
21:10takes all these barrels of oil in the
21:15GCC countries and transports them to
21:20India, Pakistan,
21:24China,
21:27Japan.
21:28Okay.
21:30And what then happens is the the East
21:34Asia takes these barrels of oil energy.
21:38Um, could you put the the mirror
21:40brothers in Japan?
21:41>> What are these little figurines you're
21:42asking me to put in Japan?
21:43>> So, this represents Japan's contribution
21:46to the global economy. So, it takes
21:48energy from the Middle East and turns
21:50them into manufactured products,
21:52consumer electronic products for the
21:53world to consume. It makes these in US
21:56dollars and China, Japan and the GCC all
22:00invest their access savings in the
22:04United States which allows United States
22:07to focus on innovation to create places
22:09like New York City. New York City is
22:10also a very specialized area because it
22:13basically is a financial center of the
22:15world. Okay. So all this is a petro
22:20dollar system. As you can see, the
22:22system is dependent on free trade. But
22:26once the oil stops flowing, then what
22:31happens is China, Japan are no longer
22:34able to make the manufactured goods they
22:37need to export
22:39and United States loses all these
22:42recycled US dollars.
22:45So the three biggest buyers of US
22:49treasuries basically the three biggest
22:52financiers of the of the US economy
22:55basically the AI bubble are Japan the
22:59GCC and China. So we will see a
23:02cascading effect of theft where maybe in
23:05a few months time the system collapses.
23:08Do you know what professor? One [snorts]
Why Is It So Hard to Believe a Collapse Could Happen?
23:10of the reasons why I think it's quite
23:12hard for and I'm going to be completely
23:13honest. People can take this as they
23:14take it, but it's just me being honest.
23:16One of the reasons why it's quite hard
23:17to [snorts]
23:19believe that, you know, the world is is
23:22going to collapse and that this is going
23:24to be like the Bronze Age collapse. I
23:27was I was actually reading about the
23:28Bronze Age collapse after you mentioned
23:29it. And what I I pulled up here says,
23:31"The late Bronze Age collapse was a
23:33rapid, violent, and widespread societal
23:35breakdown that occurred in the Eastern
23:36Mediterranean between approximately
23:391,200 and 1,150 B.CE. Before the
23:42collapse, the region was heavily
23:43globalized. Major superpowers like the
23:46Egyptians, etc., etc., were deeply inter
23:48interconnected through diplomacy, royal
23:51marriages, and complex international
23:53trade networks. But within a span of
23:54just 50 years, almost every significant
23:56city in the Eastern Mediterranean was
23:59destroyed and many were never rebuilt.
24:03And there's a map which I'll throw up on
24:05the screen which shows this breakdown. I
24:09here's my honesty. As a 34 year old, I
24:12have lived a very charmed life.
24:15>> Charmed life.
24:16>> Yeah.
24:17>> As it relates to his, you know, history
24:19and the things that happened in history.
24:21So when we hear these things that you
24:23know the society will break down,
24:24there'll be civil collapse, we don't
24:26really have a reference point as like
24:28Gen Z's and millennials really our
24:31parents and their parents they have you
24:32know reference points from World War II
24:34etc in the 1940s etc but we don't really
24:36have them. So it seems all to be quite
24:38you know that can't happen to us. Yeah,
24:40you're absolutely right. And I think a
24:42lot of the issue is
24:46the world has been constructed in a way
24:48to maintain the privileges of the
24:53western populations. An example I use is
24:57um you say
24:59that we've lived a charm life. Well, if
25:02you've been if you lived in Iraq,
25:06Afghanistan, these places, you do not
25:08live a charm life. Yeah,
25:09>> because United States came and attacked
25:11you for no particular reason and they
25:14destroyed the very infrastructure of
25:17your society. Even today, Iraq and
25:20Afghanistan are engulfed in political
25:23violence and war and political
25:25assassinations. And so, you've never
25:26known if you were a child in Iraq or
25:30Afghanistan and even in Africa, you've
25:34you never known peace, stability, and
25:36prosperity. So the inequality in the
25:39world is stark and we in the west have
25:44been extremely privileged to be
25:46sheltered from a lot of the chaos in the
25:49world. In fact, the US empire is
25:51designed to ensure the populations never
25:54have to suffer the tragedy and suffering
25:58of other people. And what I'm trying to
26:00say is this US empire is breaking down
26:05and there's nothing that we can do to
26:07stop it. So all the stuffing that that
26:09we might have seen on television, it is
26:12coming to us in our lives and we need to
26:16be aware of it.
26:17>> When you say it's coming to us in our
26:19lives, it's coming to us in our lives.
26:21the same political violence, the same
26:24chaos, the same political polarization
26:27that has infested the rest of the world.
26:32Do you think war is coming to our
Could War Actually Reach American Shores?
26:35shores? Because we now live in a post
26:37new nuclear bomb era.
26:39>> Yes.
26:39>> And that seems to have created in a
26:41weird way a bit of peace, right,
26:43>> between superpowers.
26:44>> So, I'm going to go to the screen,
26:46>> okay? And I'm going to paint you a
26:49picture of our global supply chains and
26:54what it means for global supply chains
26:56to break down using a few maps. And
27:00these maps, I hope, will paint a clear
27:04and simple picture of what it what is
27:07about to come.
27:07>> Can I ask you a questions before we go
27:08to the screen? Sure. Have you always
27:10been pessimistic about the future?
27:13>> No.
27:13>> When did you become pessimistic about
27:15the future?
27:16I became very pessimistic about the
27:19future after Brexit and the election of
27:23Donald Trump
27:26because
27:28I was an immigrant
27:30who grew up in a very poor family. My
27:33father was a dishwasher and he was a
27:35dishwasher for 30 years before we
27:36retired. We're so poor we couldn't even
27:39afford a car. We never took any
27:41indications. But I worked hard. I got
27:44into Yale University, one of the best
27:47colleges in the world. And not only
27:48that, but I went there on a full
27:49scholarship. So from my perspective, the
27:53world was perfect. It was a meritocracy.
27:56It was a place that rewarded talent and
27:58hard work. So I believed
28:01that the world was governed by reason,
28:05by logic, by science, by truth, by good
28:09people.
28:11And when Brexit and the election of
28:14Donald Trump happened, I was
28:16traumatized.
28:18Brexit was the British people turning
28:21away from globalization. The election of
28:23Donald Trump from my perspective was the
28:28American rejection of meritocracy, of
28:32reason, of truth, of of order. And when
28:36that happened, it sort of told me
28:40what I believe about the world
28:43didn't really work. And when those
28:47things happened, that forced me to
28:51reflect deeply on
28:54why the world was was breaking down. And
28:56those events led me to today. Because
28:59what I'm trying to do is I'm trying to
29:02figure out patterns of history,
29:05principles of society
29:07that allow us to better understand
29:09ourselves. And that's why I drew you
29:12this formula because traditionally we
29:15understood innovation as maybe coming
29:17from universities.
29:19And having studied history, having
29:21studied global supply chains, I now
29:23recognize that no technology just comes
29:25from specialization and globalization.
29:28And this not only is an analysis of the
29:31current world, but it also gives us a
29:34framework to predict the future, right?
29:37So if in a time of war,
29:40commercialization, globalization break
29:42down, then in theory, technology should
29:45break down as well. Okay? And that's
29:47what what what I'm trying to I'm trying
29:48to figure out how and why we are we
29:51where we are today.
29:52>> So, you wanted to draw something on the
29:54whiteboard.
29:54>> Okay. Right.
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30:59Much of the reason most people haven't
31:01posted content or built their personal
31:02brand is because it's hard and it's
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31:08something before, there's so many
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32:00>> So this is a summary of the global
32:03supply chain network and we can see how
32:06it involves the entire world. You are
32:09not able to build semiconductors unless
32:12you have a globalized economy. So
32:15there's been a lot of talk about China
32:18controlling the elements, right? So,
32:21China manufactures about uh 70% of the
32:24world's silicon and rare earths, China
32:28controls about 70% of rare earths. What
32:30people don't appreciate is it works both
32:33ways. Okay? So, China does export a lot
32:37of silicon and rare earths, but it also
32:40needs to import a lot of helium in order
32:43to sustain its semiconductor
32:45manufacturing process. The reason why is
32:48helium cools these semiconductors in a
32:52way um to to allow it for to be
32:54manufactured. Okay. So, helium is a
32:56cooling agent. Another thing that people
32:58don't appreciate is people think that
33:00China has a monopoly on rare earths, but
33:03America in a place called Spruce Pine,
33:07Spruce Pine,
33:08North Carolina.
33:11This area has monopoly on high quality
33:15quartz. It controls about 90% of the
33:18world's high quality quarts which you
33:21need in the silicon manufacturing
33:23process as well. Okay. So if these
33:27nations start to stop trading with each
33:29each other technology would cease to
33:31progress. Now something to keep in mind
33:35is it's not just semiconductors that are
33:37dependent on the global supply chain.
33:39Food is also very dependent on the glo
33:42global supply chain. So what we're
33:44seeing is a stark contrast between the
33:47north and the south. So the north, okay,
33:52produces
33:54most of the world's fertilizer
33:58and the south, okay, primarily Africa,
34:01the Middle East and South America, they
34:04import a lot of the fertilizer. This map
34:07shows it much more clearly. Okay, so
34:09ammonia is a very important component of
34:11fertilizer. And as you can see, most of
34:13the ammonium production plants are
34:15actually in the north of the world.
34:16Canada, United States, Europe, China,
34:20Russia. [snorts] So the south, the
34:24global south is dependent on the north
34:26for food. In a time of war, when global
34:30supply chains break down, the north
34:32might lose access to fancy wireless
34:36smartphones. The south will face famine.
34:38Okay? Why is this important?
34:41because the world is rife with conflict.
34:45The main issue that we're we will face
34:48next 20 years is not oil. It's actually
34:50water. All right. So, this map that
34:54we're seeing right now is actually
34:56telling us where the next major
34:59geopolitical flash points are. So
35:02basically if you see red on the map it
35:08means this place has water scarcity
35:11issues and the red issues tell us
35:14exactly where wars will erupt. Okay. So,
35:19even the United States, if you look at
35:21the western part of the United States,
35:22they do have water scarcity issues. And
35:25actually, if you go to uh the western
35:27United States, Colorado, California,
35:29Arizona, these places, they're fighting
35:31over the Colorado River because the
35:35Colorado River is what supplies most of
35:37their water. You go to the Middle East
35:40and you know that the Middle East is
35:44almost like a dynamite ready to explode.
35:47And what this war will do is aggravate
35:49all the tensions in the Middle East.
35:52India itself is facing water shortages
35:56which brings it into conflict with
35:58China. Okay. So this one map if you can
36:00just see it, it basically tells you um
36:04where the next geopolitical flash points
36:06will be. It means a place that is most
36:08likely to go to war or have conflict or
36:11political violence with the next 20
36:13years. Okay. But also here is north uh
36:18east Asia. Japan is here. North Korea is
36:22here. Okay. So that's another major
36:24flash point. So this is what over the
36:27next 20 years where war is most likely
36:30to break out. Okay. But what's important
36:32to appreciate is once war breaks out
36:35there are third order effects
36:38um causing conflict to spread around the
36:41world. Okay. This is a really important
36:45map for us to appreciate as well. This
36:47map tells us fertility rates around the
36:50world. As you can see, Africa has the
36:54world's highest fertility rate followed
36:57by the Middle East. Okay.
37:00>> So, they're having the most children per
37:02couples.
37:02>> That's right. Why is this a problem?
37:04Because if you go back to the previous
37:05map, this area is also where there is
37:08the most geopolitical tension. And so if
37:11there are more and more children, young
37:13people being born here, they have no
37:15choice but to migrate. And where will
37:17they migrate? Probably to Europe. And
37:20you're like, well, okay, well then what
37:25Europe should do is turtle up. Europe
37:29should build walls and prevent these
37:32migrants from reaching Europe. But
37:34Europe has its own problem, which is the
37:38aging crisis. Okay. So, look at what's
37:41happening where the fastest aging
37:43populations are in fact in the most
37:47developed nations including Japan,
37:50Europe, and North America. So, if you
37:55have an aging population, you need to
37:57provide cheap health care, nursing. What
38:01What does that mean? It means you have
38:02to let in more immigrants in order to
38:04surface
38:05the aging population.
38:08And what will happen then is domestic
38:11conflict where you have more migration
38:14into western societies which brings them
38:17into conflict with the native
38:18populations and therefore it is possible
38:21you have civil war as well as political
38:24violence
38:26and even the possibility of revolution.
38:31Okay. So these maps collectively paint a
38:36very grim picture of the world that
38:40we're we're living in.
How Immigration Could Push Politics Further Right
38:41>> On this page here about immigration
38:44causing civil war political violence,
38:46revolution, won't it just be the case as
38:49we're seeing that these western
38:51societies will increas
38:53right-wing political parties, which is
38:56kind of what we're seeing. We're seeing,
38:57you know, parties in the UK like reform
38:59surge. I think there was news yesterday
39:01in Germany of the the political party
39:03there. We're seeing I mean we're seeing
39:04the same in the United States as well.
39:06>> That that's a fantastic point. That's
39:08that's exactly what we're seeing. We're
39:09seeing the AFD surge in Germany. You
39:12know, MAGA being very dominant in the
39:15United States. We're seeing Vox in
39:17Spain. So, in theory, what's going to
39:20happen is these countries become much
39:22more right-wing and then they block out
39:25immigration because that that is their
39:27main policy platform. And that should
39:29stop the civil war.
39:31>> The problem is what do you do about your
39:34aging population?
39:35>> Robots.
39:36>> Exactly. Right. That's what you would
39:38think. But what we're seeing is a
39:40breakdown in global supply chains.
39:41Robots depend on copper,
39:46right? Which you get from Chile, Peru,
39:51China, Australia. These are pretty far
39:53away places from Europe and United
39:56States, right? You also need lithium
39:59which you get from the lithium triangle
40:01again pretty far away. You also need
40:05silicon which is u mainly manufactured
40:09in China. You need rare earths which
40:11again is really manufactured in China.
40:13You have this you have this huge issue
40:14where in theory you could use robots but
40:17in the but when global supply chain
40:19breaks down you have to figure out the
40:21cheapest way to resolve the labor issue
40:23and the cheapest solution is
40:26immigration. Right? People I had to say
40:28this, but people are much cheaper and
40:31much more expendable than robots.
40:36So,
40:38I know this is a bit scary. I know this
40:43is really depressing, okay? But
40:47what if the United States were able to
40:50win this war in Iran and conduct regime
40:55change? Then our problems are solved.
40:59Right now, Iran is under the control of
41:04the United States and we're back to
41:08globalization where oil is able to flow
41:11to South uh Asia to East Asia and then
41:17they manufacture goods and then recycle
41:20their profits into the economy. And with
41:24all this money, AI is able to innovate
41:27to a point where we achieve AGI and then
41:30we solve all the world's problems. Okay.
41:33So what happens next with this whole
What Happens Next With Iran?
41:36Iran situation?
41:38>> So unfortunately
41:40it has now des momentum. All right. So
41:44let me explain what is most likely to
41:46happen. Okay. So you have Iran
41:52and you are now controlling the Shamus,
41:53right? You have the Houthis and they
41:56control the Bao and Mandad Strait. You
42:00have Hespala which can threaten the Suez
42:02Canal. You have the Shia militias
42:06that can also threaten the
42:08Mediterranean. Right? From a game theory
42:11perspective,
42:13what Iran should do next is take the
42:17initiative and disrupt all global trade.
42:21And the reason why is the US empire is
42:25based on the petro dollar. It's based on
42:27global trade. When you disrupt global
42:30trade at the same time, there's no way
42:33for the United States to respond.
42:35>> How could they disrupt global trade?
How Iran Could Disrupt Global Trade
42:37what they can do is start to attack
42:40randomly. Okay. So what who can do is
42:45attack Saudi Arabia?
42:47Um Iraq can um attack Israel. Iran can
42:53attack the moves. Uh Hezbollah can
42:56attack the Sewish canal. Okay? And why
42:58you do that is you're creating
43:00uncertainty and chaos in the global
43:03trade system. Why is that important?
43:06Because the global trade system is built
43:08on confidence
43:11and that's what drives insurance. Okay?
43:13So if you're an insurance company,
43:14you're like, "Oh my god, these countries
43:16are sorry, these [snorts] actors are
43:18completely out of control. The United
43:19States has lost control over the
43:21situation." You can no longer ensure
43:24global shipping. If you can't ensure
43:27global shipping, global shipping ceases
43:29to work. All right? So this is a madman
43:33theory and this is Iran's best play
43:36moving forward. And the reason why is
43:38the United States does not have the
43:41military capacity to respond to a
43:45coordinated random strike across the
43:48Middle East.
43:48>> So is this your prediction? Is this what
43:50happens next?
43:51>> I don't want to make this prediction
43:53just because there are lots of factors I
43:55do not know. Okay. So, so first of all,
43:58I don't know politically what the
44:01situation is in Iran. Certainly, the
44:03IRGC would want to do this, but there
44:06are political factions within Iran who
44:09would think this is too provocative, and
44:11it's possible the entire world would
44:13unite against Iran if Iran were to do
44:16this.
44:17>> So, what is your prediction in terms of
The Iran Prediction—and What Happens Next
44:19Iran and what happens next?
44:20>> My prediction is this will only
44:23escalate. How it will escalate, I don't
44:26know. Okay. But the trump card to use a
44:30pun for Iran is to start to disrupt
44:35global trade. But United States has a
44:38response and this response is to attack
44:44Iran's critical civil infrastructure
44:47which includes dissalination plants and
44:50power plants. And this would be worse
44:53than using a nuclear weapon on Iran
44:55because without power plants, the people
44:58in Tran, a city of about 10 million
45:00people, they face starvation because a
45:02lot of this food is refrigerated.
45:05This is how the war becomes almost
45:09civilization destroying. If Iran were to
45:12completely disrupt global trade and if
45:14the United States were to destroy the
45:16power plants of Iran,
45:18>> obviously that would be horrific and uh
45:20sort of inconceivably horrifying for the
45:22people that live in Iran, the innocent
45:23people that are caught in the middle of
45:24this. You don't think that the US will
45:26actually do that though, right?
45:28>> I think the United States will be forced
45:30to do it.
45:30>> You think they'll be forced to do it?
45:31>> Yes. According to game theory, they will
45:33be forced to behave like this because
45:36we need to appreciate
45:39this formula where the more power you
45:43have, the less imagination, empathy you
45:46have. You and so the idea is you don't
45:50think killing millions of Iranians
45:53is a too heavy a price. It's all worth
45:57it if you can maintain the empire. The
46:00hubris
46:02leads you to believe that the gods favor
46:04you and you ultimately win and triumph
46:07in this great struggle.
46:10>> Don't you create a huge migration crisis
Could This Trigger a Massive Migration Crisis?
46:12where people start fleeing from Iran up
46:15into Europe because they are starving.
46:19>> Exactly. Right. Not just Iran, but
46:22Africa as well because they've lost
46:23access to cheap energy and fertilizer.
46:25So you have all this migration into
46:29Europe which would overwhelm European
46:33the European social fabric which would
46:35overwhelm the European state. But
46:39unfortunately, this has been happening
46:42at a much slower pace ever since 2014
46:45when for whatever reason the United
46:47States chose to destroy
46:51Libya and cause civil war in Syria which
46:54caused millions to migrate into Europe.
46:57And as you remember the Europeans in the
47:00generosity accepted all these migrants
47:02which is leading which has led to
47:06tremendous social friction and political
47:07tension in Europe today.
47:08>> So your prediction here if we conclude
47:10then is that the US won't win this quote
47:12unquote war in the Middle East because
47:14they can't defeat Iran and its proxies.
47:17But also your conclusion is that this is
47:19going to continue to escalate in the
47:21Middle East.
47:21>> Yes. And already what we're seeing are
47:24other actors being drawn into the war.
47:27So the so the most recent news is South
47:29Korea has authorized a naval contingent
47:32to go and try to secure the home moves.
47:34>> What would you do if you were Donald
What Would Trump Do Next?
47:36Trump?
47:39[laughter]
47:39>> I mean [gasps] um what would I do if I
47:42were Donald Trump? I would push all in.
47:45I would start attacking power plants in
47:48uh Iran because
47:51if I take any half measures,
47:54I would just look weak and I'm only
47:56going to create more problems. I would
47:58only incentivize
48:00Iran and its allies to be more
48:03provocative, to be more aggressive. So
48:06if I'm Donald Trump and I'm in this
48:08situation, I would just push all in.
48:10>> You would end up killing millions of
48:12Iranians theoretically.
48:14Well, I start this war, right? Then I
48:18have to win this war because I can't
48:20lose this war. I refuse to lose this
48:22war. I mean, again, I I understand the
48:25concerns. Okay? But if you want to
48:27understand how these lead leaders think,
48:29this formula gives you
48:32the best window into into the
48:35psychology, which is because of so much
48:37power, they lose the capacity to imagine
48:40different possibilities and have empathy
48:42for the suffering of the people in the
48:44world.
48:45>> Couldn't they just back out? Couldn't
Can Trump Back Out of This War?
48:47they just couldn't Donald Trump just say
48:48do a big press conference where he says,
48:50"We won this war in Iran. We've
48:51destroyed their military, their naval
48:52bases. It's done. and Iran will no
48:55longer have a nuclear weapons.
48:57>> The entire petro dollar system is
49:00premised on two things. The US dollar as
49:03the world reserve currency and the aura
49:08of inevitability and invincibility of
49:10the US military.
49:11>> If they look like they are beatable,
49:14then the the US as its image is
49:17sufficiently tarnished.
49:19>> Right.
49:21What are your predictions? I've been
49:22dying to know. So I brought to you three
49:25predictions and because we are so close
49:28to the anniversary of 911 in New York
49:31City um I um structured these
49:35predictions around the anniversary and
49:37so these will be three fun but
49:40horrifying predictions. Okay. All right.
49:42So my prediction number one is there
49:45will be a siege of New York City. All
Prediction #1: Could New York City Face a Siege?
49:47right. So let me explain my logic. I was
49:50here last time and I said that Donald
49:53Trump will get a third term and he's
49:56been joking about it. He's been talking
49:58a lot about it. He's been socialing
50:02about it. And so let's imagine what
50:07happens if Trump gets a third term.
50:10Well, you would have a lot of pissed-off
50:12people, especially in the major cities
50:15of Los Angeles, San Francisco, Boston,
50:18Chicago, and New York City. We should
50:21probably just pause there because there
50:22is a a constitutional ban on serving
50:26three terms. The primary barrier being
50:28the 22nd amendment, which was ratified
50:31in 1951 by Franklin D. Roosevelt, um,
50:34who won four elections. It establishes a
50:36strict term limit for the presidency and
50:38the text in the 22nd amendment
50:40explicitly says no person shall be
50:42elected to the office of the president
50:43more than twice.
50:46So how could that happen? Well,
50:50let's just say there is a national
50:52emergency
50:54and the president is forced to suspend
50:57the constitution.
50:59Then he could theoretically
51:02have his third term. It's also possible
51:05that in 2028 he decides to run as the
51:08vice president and have his son Don Jr.
51:13run at the top of the ticket and then
51:15once the election is over then Don Jr.
51:19would resign and then Donald Trump would
51:22become the president and there's nothing
51:24in the constitution that prevents him
51:26from doing that. So there are two
51:28possibilities. There isn't anything in
51:30the constitution that allows the US
51:32president to suspend the constitution in
51:34a in a time of a national emergency.
51:37>> It's president. Um so for example during
51:39the American civil war Iran Lincoln was
51:42able to suspend habius corpus
51:45which is a constitutional right in the
51:47US constitution.
51:49And during World War II Franklin Delano
51:53Roosevelt also did many unconscious
51:55things. for example, interning the
51:57Japanese population uh in caps. [snorts]
52:00There's nothing the Supreme Court could
52:01do against uh this uh because a lot of
52:06US politics is convention. It's agreed
52:09upon norms. But if a US president is
52:13like, well, screw these conventions.
52:17There's nothing anyone else can do about
52:18it. All right. So let's imagine, okay,
52:22just for for the sake of this argument,
52:24Trump gets a third term. What will
52:26happen is these cities that are
52:29democratic
52:30will be an open revolt, meaning they
52:32will refuse to pay taxes to the federal
52:34government, but they will also not
52:36welcome ICE federal agents into their
52:38cities,
52:40which creates conflict between local law
52:43enforcement and federal law enforcement.
52:46And historically, if that were to happen
52:48then the president, US president usually
52:51thinks that he has responsibility to
52:53quash this insurrection, right? And so
52:57this would over time lead to the siege
53:00of New York City where may maybe federal
53:04forces along with possibly militias from
53:07other states, possibly red states that
53:10favor Trump. They would try to besiege
53:12New York City by cutting off the food
53:15supply and water supply to New York
53:16City. And this will be a conflict that
53:19could go on for years and years.
53:21>> And what year would that take place?
When Could This Conflict Actually Happen?
53:232028.
53:25It could happen right after um Trump
53:28secures his third term.
53:29>> Do you think Trump is going to have a
53:30third term?
53:32>> Um do you want to bet?
53:33>> Yeah,
53:34>> I think he'll get a third term.
53:36>> How much you want to bet?
53:36>> Let's take a friend bet and say $100.
53:39>> Do you know said this before, but I
53:41actually did have a bet with two random
53:43guys on Facebook. I don't use Facebook,
53:45but I had to bet with two random guys on
53:47Facebook a couple of years ago. They
53:48told me that after Donald Trump had lost
53:51the election to Joe Biden, they told me
53:53that he was going to stay in power. And
53:55so I said, "There's no way he stays in
53:56power."
53:57>> And they said, "No, he will." So they
53:58and then they offered me a bet. They
54:00said, "£1,000 each. We bet you he's
54:02going to stay in power." They were like
54:03queuing on people. And I said, "Fine."
54:05And they actually did pay me when he he
54:07came out of power. They they transferred
54:08me $1,000 each. I gave it to charity.
54:10But so I'm more than happy to make
54:11another bet if you want to make a bet.
54:12>> Yeah, let's do it. $100. $100.
54:14>> $100. And you're betting that Trump gets
54:16a third term?
54:17>> Yes. I think he'll be in power after
54:192028. Is that fair? Like like he'll be
54:22in power after 2028.
54:23>> When's the election?
54:24>> Well, the election should be November
54:264th, 2028.
54:28But I I didn't say he would win the
54:29election. I I just said he he would get
54:30a third term.
54:31>> So, you're saying that he will refuse to
54:34leave office or find another way to
54:37remain president beyond the date of the
54:40inauguration?
54:41>> Yes. I'm saying that uh on January 21,
54:442029, Trump will still be in the White
54:46House. Okay, I'll take that bet.
54:48>> Okay,
54:48>> if everyone's clear. And please do uh
54:50remind me to cash in, lads.
54:52>> $100.
54:53>> Okay, [laughter] $100 may not be worth
54:55anything at that time, but that's $100.
54:57Okay.
54:58>> Okay.
54:58>> All right. So, again, we are just
55:01assuming
55:02for the sake of argument that Trump is
55:04in office in his third term. There will
55:06be political violence uh across United
55:09States, primarily in New York City. And
55:12if the federal authority is being
55:15challenged by a city or lo local state
55:18authority, then the president will take
55:20this very seriously and send in forces
55:22to quash this insurrection. Maybe other
55:26cities will be much more compliant. But
55:29New York City has a very charismatic
55:31mayor in Zohan Madani and New Yorkers.
55:35You don't want to mess with New Yorkers.
55:36When they get angry, they get really,
55:38really angry. So, so this I think uh is
55:43uh very likely if Trump gets a third
55:44term, there'd be a siege in New York
55:46City.
55:46>> He would almost [snorts] be 83 years
55:48old.
55:49>> I mean, we say that, but like the amount
55:52of energy he has, right? The fact of the
55:54matter is the guy eats cheeseburgers
55:58every day. He gives a press conference
56:01almost every day. He's always on social
56:03media tweeting out something stupid. For
56:05example, he's tweeted out that, you
56:07know, all of North America is now the
56:09USA. I'm not sure if you've seen that
56:11yet. And he's talking about taking over
56:15Canada and Greenland and Cuba. So, I
56:18don't know where he gets his his energy,
56:20but he seems really energetic.
56:22I'm not sure if you've ever interviewed
56:24Obama.
56:25>> Michelle Obama.
56:26>> Okay. But like if you just look at the
56:27picture of Obama in 2008, he was a
56:31really handsome,
56:33really young, very vibrant man in 2008.
56:38You fast forward eight years and he came
56:40out just decrepit. Okay, he he was he
56:44had aged like at least 20 years in his
56:46office. [snorts] Donald Trump, for
56:49whatever reason,
56:51has not aged that much.
56:54hair dye and fake tan.
56:57>> He So, there's something really weird
57:00about Donald Trump, which is a lot of US
57:04journalists in Washington DC have his
57:06direct personal cell phone number and
57:09they can call him and they will talk for
57:11an hour.
57:13Like the guy is the president of the
57:15United States. And if you are just an
57:19average Washington journalist, you can
57:22call him and talk to him for for an hour
57:24a day. There are journalists who go to
57:26the White House to interview him and
57:28says like we try to get we try to like
57:30leave like an hour ago, but he he made
57:32us stay and talk to him some more. He
57:34would not let us leave. So I don't know
57:36where he gets his energy from, but he's
57:38extreme extremely energetic and he loves
57:42that attention.
57:44>> Okay. What's prediction number two?
57:46>> So again, we are approaching the
57:49anniversary of 911 and there are a lot
57:52of people who fear there will be another
57:56911 attack on the United States just
57:59because you have a lot of actors that
58:01are very angry at the United States and
58:05who may want to seek vengeance against
58:08the American people. In that case, if
58:10there is another 911 attack on the
Prediction #2: An Attack on U.S. Financial Infrastructure
58:13United States, I believe it will be an
58:16attack on the US financial
58:19infrastructure.
58:20Okay. So, let me explain my reasoning.
58:22What was 911? 911 was an act committed
58:26by terrorists in order to traumatize the
58:29population into self-destructive
58:31violence.
58:33Is that a fair statement?
58:34>> I don't really know. Is that was that
58:36the
58:36>> So, let's parse the statement. 911 was
58:41an attempt to traumatize the American
58:44population into selfdestructive
58:47violence. What I mean by that is you're
58:49taking the symbols of American power,
58:51which are like these airplanes
58:53>> as well as the Twin Towers. These are
58:55symbols of American power
58:56>> and the Pentagon.
58:58>> And the Pentagon and the White House and
59:01you're destroying them.
59:03And for the longest time, American
59:06people believed that these are symbols
59:09of American invisibility, our planes,
59:12our the Pentagon, the Twin Towers. And
59:15to see them destroyed like that would
59:17traumatize the population. In fact, it
59:19did traumatize many, many people.
59:23And the idea is you traumatize them into
59:26a self-destructive violence, which means
59:28like they want vengeance. And so what
59:30did they do? They went to the Middle
59:32East, fought against the Taliban and
59:34Afghanistan, then went to attack Iraq,
59:37then this war spread to Syria, Libya,
59:40and we can say that these 20 years of
59:43these forever wars in the Middle East
59:45have been very destructive for the
59:46United States. It's caused a huge fiscal
59:49deficit. It's caused uh the American
59:52military to lose a lot of prestige. It's
59:54caused a lot of corruption in Washington
59:56DC. It's been very bad for the United
59:58States. All right. So, if you're at the
1:00:01terrorist and you look at 911, you're
1:00:02like, "Okay, well, I want to do the same
1:00:04thing, which is like I want to
1:00:06traumatize people into self-destructive
1:00:08violence. How can I do so? Well, I need
1:00:11to traumatize them, right? Me flying
1:00:15planes into the new the the new twin
1:00:18towers doesn't do that because people
1:00:19are now used to they've they've been
1:00:21normalized into this sort of violence.
1:00:25So how can I induce trauma into people?
1:00:30Well, there are different possibilities
1:00:32you can use, right? So let's do a
1:00:34thought experiment. What would happen if
1:00:38one day you open your iPhone and you're
1:00:42looking to
1:00:44buy a coffee?
1:00:46Well, you scan your iPhone and it
1:00:50doesn't read and you're like, well,
1:00:52there might be a problem with the bank.
1:00:53You call the bank. you can't get food to
1:00:54the bag. And like after hours and hours
1:00:57of frantic anxiety, you finally
1:00:59recognize that there's an attack on
1:01:03critical US financial data servers. And
1:01:06so all the money in your bank account
1:01:09has been wiped out and they don't know
1:01:11when or how long it will take them to
1:01:13retrieve it. Would you feel
1:01:17>> concern?
1:01:18I would say you would feel more than
1:01:20concern. I would say you would feel a
1:01:21lot of anger and anxiety and
1:01:24frustration.
1:01:24>> That must be hard to do. Surely taking
1:01:27out the financial infrastructure for
1:01:28everybody for a long enough period of
1:01:31time where they start to feel real world
1:01:33consequences.
1:01:33>> Would you say 911 was hard to do?
1:01:36>> Yeah,
1:01:37>> I would say so as well. I can possibly
1:01:39imagine them doing this. So there is
1:01:42certain creativity to these people and I
1:01:47would not rule that out. But I'm just
1:01:49saying if another 911 happens, it is
1:01:51possible what we'll see is the
1:01:55destruction of the US financial
1:01:58infrastructure, which would drive
1:02:00millions of people into a mad frenzy.
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1:03:16now. You said to me at the top of the
Why Getting Back Into the U.S. Could Become a Problem
1:03:18conversation you're having difficulty
1:03:19getting back into the United States
1:03:21recently.
1:03:22>> Yes. What do you mean by that?
1:03:24>> So I think there are a lot of people who
1:03:27do not like what I'm saying. I would say
1:03:29I am one of the most polarizing figures
1:03:32in the world right now. So, uh, the
1:03:35story is that the Iran war happened in
1:03:39March and it made me famous and I was
1:03:44really afraid that this fame would annoy
1:03:48and frustrate a lot of Americans and so
1:03:51I uh decided that I should not actually
1:03:54go to United States at this point
1:03:55because it's most likely that I come
1:03:57here and I could be held in detention by
1:04:00customs. I could be deported. And so
1:04:03that time period was uh extremely um
1:04:08scary for me. And I I refused all offers
1:04:12to come to United States. There were
1:04:13quite a few people who wanted me to fly
1:04:14United States to be interviewed. So then
1:04:17what happened is over the summer the war
1:04:19started to die down. thought, okay, let
1:04:21me fly to Canada where my family is. And
1:04:24I'm in Toronto and I'm going to try to
1:04:28enter United States by ear from Toronto.
1:04:31So on August 5th, I went to to the
1:04:34Toronto airport, Pearson. It was like
1:04:367:00 in the morning because I had an
1:04:37early flight to Los Angeles. [snorts] I
1:04:40told them that I was going to go on the
1:04:41Theo Von show for and I'll be in the
1:04:43United States for 2 weeks. Uh which was
1:04:46all true. So, so when when I'm at
1:04:49customs, the immigration officer asked
1:04:52me a lot of questions, but I I handle
1:04:53all these questions pretty smoothly.
1:04:55Then he asked me, "Do you have a travel
1:04:57letter for your son?" Because my son
1:04:59Chris, who's 8 years old, he's traveling
1:05:01with me. And I'm like, "What is a travel
1:05:03letter?" And again, this this like 7:00
1:05:05in the morning, so my brain's not
1:05:06working. He's like, "Call your wife."
1:05:09Like, "Okay." So, I try to call my wife.
1:05:11My wife is in the shower. And so then
1:05:14the immigration officer says, "Okay, you
1:05:16have you have to go into secondary to be
1:05:18interrogated to make sure that your son
1:05:20Chris is traveling with you willingly."
1:05:23So we go to we go to into secondary and
1:05:25it's like 7:00 in the morning and my
1:05:26flight's at 8:30 and we're waiting for
1:05:28like an hour and I'm freaking out
1:05:31because it seems like we're we'll miss
1:05:33our flight. And during this hour I'm
1:05:35texting my wife and she's given me the
1:05:38birth certificate. She's given me all
1:05:40the materials I need to prove that this
1:05:41son that Chris is is my son. And then um
1:05:45at the very last minute we get called
1:05:46and a minute a minute I'm able to
1:05:48resolve the issue. And I tell him I'm
1:05:50going to go on the field von show and uh
1:05:53I'll be there for two weeks.
1:05:56So, I'm in the United States and I get
1:05:58contact from other podcasts to do
1:06:01interviews and I travel around the
1:06:03United States and I I forget about the
1:06:06two week promise to the um immigration
1:06:09authorities because uh I'm not sure if
1:06:11you know the law but I'm Canadian I'm
1:06:13I'm a Canadian citizen and therefore I
1:06:15don't need a visa to come United States.
1:06:17You know, if if you say I'm coming for
1:06:18two weeks but you stay a month, it's
1:06:20usually not an issue. I go back to
1:06:23Toronto and I come back to do this
1:06:24podcast. And so yesterday
1:06:28I am put in yesterday I'm ready. Okay. I
1:06:31have my travel letter. I have my son's
1:06:34birth birth certificate and I go to
1:06:36immigration officer and they still put
1:06:37me in uh secondary. But basically, I
1:06:40think what happened was
1:06:42I said certain things during my podcast
1:06:45interviews that piss off some really
1:06:48powerful people in the United States. A
1:06:52lot of things that I said were related
1:06:54to something called the clean brick
1:06:55memo, which you have. The Queen Greek
1:06:58memo was published in 1996
1:07:02and it laid out a plan for how Israel
1:07:05can become the dominant hegeimad in the
1:07:08Middle East. It's written by a study
1:07:11group and part of the study group there
1:07:13were two individuals. They were Richard
1:07:15Pearl and others five. These two would
1:07:21in the George W administration sorry
1:07:23George W. Bush administration go working
1:07:27in the Pentagon and these two along with
1:07:28Paul Wolfitz were the chief architects
1:07:31of Iraq war. So I named these people and
1:07:35I explained how this war in Iran follows
1:07:38from the clean brick memo and the goal
1:07:39is to establish Israel as the regional
1:07:41hedgeimon and I think this is what got
1:07:44me into a lot of trouble.
1:07:45>> Why do you think that got you into a lot
1:07:47of trouble?
1:07:47>> Because I'm a Canadian. when I come into
1:07:50the country, they usually don't bother
1:07:51me. And so for them to question me, I
1:07:57think it was because some top officials
1:08:01basically requested that I be put in
1:08:03secondary every time I come to the
1:08:04United States. And I I also believe this
1:08:06because I have a friend Max Bumantho who
1:08:09is a very good US journalist and he was
1:08:12in Iran covering Kam's funeral. In
1:08:16response um a social media influencer
1:08:20named Laura Loomer
1:08:23demanded his arrest. And so when
1:08:26Maxville came into the country and he is
1:08:29a US citizen by the way, his devices
1:08:31were confiscated.
1:08:34And now Max Bumo is suing the Department
1:08:37of Homeland Security for
1:08:40illegally uh confiscating his devices.
1:08:44And so I think that we live in a time
1:08:46when unfortunately the empire is in
1:08:49decline and because of hubris and
1:08:52arrogance they are trying to silence
1:08:54their critics rather than accept our
1:08:57constructive criticisms.
1:09:00>> Okay. So it's a theory.
1:09:01>> Absolutely. Right. They never told me
1:09:03why I was put in secondary, but he
1:09:06hinted at me that every time I come to
1:09:09United States, I will be put into
1:09:12secondary to make sure that I'm coming
1:09:15United States for legitimate reasons.
1:09:17Also, he hitted at me that it is
1:09:19possible that once my I94 expires in 6
1:09:22months, they will not renew it, meaning
1:09:24they will not let allow me in the
1:09:25country anymore. I hope I come back to
1:09:28United States. I I have the deepest
1:09:30admiration for the American people. I
1:09:32think that the Americans are the most
1:09:34open and generous people in the world.
1:09:36But at the same time, I do appreciate
1:09:39that we are living in very interesting
1:09:42times.
1:09:44>> Prediction three.
Prediction #3: Messi Becomes President of Argentina
1:09:45>> Okay. My third prediction
1:09:47is that
1:09:49Lionel Messi will become president of
1:09:51Argentina.
1:09:53>> Oh wow. I wasn't expecting that.
1:09:54>> Yeah. So I wanted three new predictions
1:09:56that were fun and interesting for us to
1:09:59uh discuss. So why I make this
1:10:01prediction is
1:10:04that Argentina
1:10:06is working very closely with the United
1:10:08States and Israel at this moment. You
1:10:12are a British citizen, so you will
1:10:14appreciate that
1:10:16Argentina
1:10:18has recently demanded the return of the
1:10:20Faullands.
1:10:22And Donald Trump has voiced support to
1:10:27Argentina.
1:10:29So I'm asking myself, why are they so
1:10:32concerned about the Folklands?
1:10:35And not only that, but if you've been
1:10:38following the news, Hav Malay has become
1:10:41very close with Benjamin Benjamin
1:10:42Netanyahu. Argentina and Israel have
1:10:45very strong relations. In fact,
1:10:48Argentina is welcoming Israeli
1:10:50investment and immigration into
1:10:54Argentina.
1:10:56And apparently if you are an Israeli
1:10:58citizen and you go into Argentina and
1:11:01again you can fact check this but from
1:11:03what I understand you have immediate
1:11:05access to their healthcare as well as
1:11:06pension which makes actually no sense
1:11:09because they're not Argentina citizens
1:11:10right so it seems very much that
1:11:13Argentina is working very close with
1:11:16Israel and the United States and the
1:11:19reason why why I think that is and
1:11:21Argentina are working very close
1:11:22together is right now there's almost a
1:11:25civil war in Israel, when Misianic Jews
1:11:29who believe this war in the Middle East
1:11:33will usher in the end times and the
1:11:34coming of the Messiah, and secular Jews
1:11:37who are like, "These people are insane."
1:11:40And so, the only way to resolve this
1:11:42conflict is by exporting secular Jews
1:11:46elsewhere. And it seems to me, um,
1:11:48Argentina is a very good place to export
1:11:51them. So, but then you're like, okay,
1:11:54how do you get the people of Argentina
1:11:57to accept this massive immigration into
1:12:02into Argentina from Israel? Because
1:12:03Israel is not very popular in Argentina.
1:12:07I think the best way is to make Lionelo
1:12:10Messi the president of Argentina and his
1:12:14popularity will be enough to let all
1:12:17these Israelis into the country. Him as
1:12:20well as the reclaiming of the Faulland
1:12:22Islands, right? These two things, you
1:12:24know, the God of Argentina becomes
1:12:27president and Argentina reclaims the
1:12:29Faullands from the British. And I'm I
1:12:32apologize to you as as a British
1:12:34citizen.
1:12:35>> It's okay. I like Missy. Um, you you
Why China and Japan Could Go to War
1:12:38also mentioned to me that you think
1:12:39Japan is going to go to war with China.
1:12:41Well, China is going to go to war with
1:12:42Japan.
1:12:42>> Yes.
1:12:43>> What makes you think that?
1:12:44>> Well, because every Chinese believes
1:12:46this. [laughter]
1:12:47>> Yes. So, it's the funniest thing, but
1:12:48like for the longest time, people
1:12:51believe that China will eventually
1:12:54invade Taiwan. This is what's very
1:12:56commonly accepted in the West. But if
1:13:01you actually go to China, no Chinese
1:13:03actually believes this and no Taiwanese
1:13:05actually believes this because um this
1:13:08is not the way that China actually goes
1:13:11about its foreign policy. It does not go
1:13:13and invade other countries or in its
1:13:16most recent history it has not been that
1:13:19aggressive. The last war that China
1:13:21fought was in Vietnam. This was was in
1:13:23the mid early 80s. Okay, so this is a
1:13:25long time. [gasps] But if you go to
1:13:28China today,
1:13:30everyone believes that China and Japan
1:13:34will go to war. And to appreciate this,
1:13:38you have to understand the geography of
1:13:40Southeast Asia.
1:13:41>> Should you try to throw something up on
1:13:43the screen?
1:13:43>> Yeah. Okay. So, what I want to do is use
1:13:47geography to explain why conflict
1:13:50between China and Japan is inevitable at
1:13:55this point. Okay. So you have Japan,
1:13:59okay? And you have China.
1:14:03Okay. So the first thing to appreciate
1:14:05is that these are two very different
1:14:07countries. China is a land power that is
1:14:11self-sufficient.
1:14:13Japan is a sea power that is dependent
1:14:18on resources from abroad. So
1:14:20historically, China was primarily an
1:14:23agricultural nation. Japan in order to
1:14:26survive engage in piracy. So the
1:14:28Japanese have always been pretty
1:14:30militaristic. They have a very they had
1:14:32a cyber culture for the longest time.
1:14:34They were always at war with each other.
1:14:37Um and the Japanese people are extremely
1:14:39resilient and cohesive because the
1:14:42geography of Japan is very unstable.
1:14:44There's lots of earthquakes. There's lot
1:14:46tsunamis. So they have to work together
1:14:47as a people in order to survive. This is
1:14:51important because this war in Iran is
1:14:55affecting both China and Japan. China
1:14:58will probably have to de-industrialize.
1:15:01But if Japan doesn't do anything, then
1:15:04it's possible in the next 50 years Japan
1:15:07cease to exist. Because not only is
1:15:09Japan dependent on energy and imports
1:15:12and resources from overseas, but has an
1:15:15aging population, it has the most
1:15:17elderly population in the world. So in a
1:15:21time of war, when the United States is
1:15:23no longer able to give you protection,
1:15:26Japan needs to create resource colonies.
1:15:30And historically, Southeast Asia right
1:15:32here
1:15:34has been the main resource colony of
1:15:36Japan. If it doesn't have Southeast
1:15:39Asia, the United States now becomes the
1:15:42main benefactor of Japan. And Japan
1:15:46doesn't want to be in that position
1:15:47because that's what happened in World
1:15:48War II when uh Japan got most of its
1:15:51energy from the United States. And when
1:15:52the United States embargoled Japan,
1:15:54Japan was forced to declare war on the
1:15:57United States. Okay? Okay. So, United
1:15:58States can provide Japan with all its
1:16:01energy needs, but that would make Japan
1:16:03completely subservient. So, Japan wants
1:16:06to basically access the resources of
1:16:08Southeast Asia. There's a problem
1:16:10though, and that problem is called
1:16:11Taiwan.
1:16:13Taiwan is right in the middle
1:16:17of the South China Sea. And if China and
1:16:21Taiwan were to reunify, what China
1:16:25couldn't do now is embargo Japan. I'm
1:16:28not saying China will do so, but I'm
1:16:30saying that China has the option of
1:16:32doing so. And that's and Japan sees that
1:16:35as a threat to it existence. In fact, um
1:16:38a few
1:16:39>> say embargo. What does embargo mean?
1:16:41>> Embargo means you blockade. Okay.
1:16:44>> But if they did this, wouldn't the whole
1:16:46hell would break loose? You know, Japan
1:16:48are going to attack China. Taiwan, it's
1:16:51going to get messy. It's going to
1:16:52impact. I'm not saying that China would
1:16:54embargo Japan, but I'm saying it has the
1:16:56option of doing so.
1:16:57>> But you are saying that China is going
1:16:59to attack Japan.
1:17:00>> No, no, no, no. I'm saying there's a
1:17:01conflict between between these two
1:17:02nations.
1:17:03>> Okay. I thought you said it was
1:17:04inevitable.
1:17:05>> Yes. So, so let me explain how how this
1:17:07would draw, how this will play out.
1:17:09Okay. So,
1:17:11Japan sees Taiwan, the Taiwan issue as
1:17:15vital to its national security interest.
1:17:16And that's what exactly what Prime
1:17:18Minister Taki said a few months ago. And
1:17:20when she made that statement, China
1:17:23overreacted. So before you had millions
1:17:26of tourists from China visiting Japan a
1:17:29year. Now most of them are not allowed
1:17:32to go to Japan.
1:17:35And it's very likely that China and
1:17:37Japan will have a conflict over Taiwan.
1:17:42Now the thing to remember is it does not
1:17:45benefit any nation here to a war because
1:17:49as you point out all chaos would break
1:17:51out. What you need to do is create
1:17:55leverage to negotiate better terms.
1:17:58Okay. So what Japan is doing is saying
1:18:00okay look we can't take on China
1:18:04directly because China is too powerful
1:18:06but what what we can do is build
1:18:09alliances to possibly challenge and if
1:18:14we have to embargo China right so what
1:18:17Japan is doing is build alliance with
1:18:18the Philippines
1:18:21and Australia
1:18:23and India
1:18:27and together these four nations even
1:18:29without the United States they could in
1:18:32theory choose to embargo China
1:18:37right what Japan needs is access to
1:18:39Southeast Asia because that will be the
1:18:42main source of its resources going into
1:18:45the future so that is the scenario being
1:18:47played out now China does not want to
1:18:51come into a conflict with Japan why
1:18:54because China is seen as the big bad
1:18:57dragon in this area and if China is seen
1:19:00as too provocative that would basically
1:19:04incentivize all of Southeast Asia to
1:19:06gang up on China. So you can see
1:19:09alliance between India, Southeast Asia,
1:19:11Taiwan, Philippines, Australia, South
1:19:15Korea, North Korea, Japan versus China.
1:19:18Okay. So the way to resolve this issue
1:19:23is to use a proxy
1:19:26in order to threaten Japan in order to
1:19:30uh develop more leverage
1:19:32over Japan in negotiations,
1:19:34>> right? And that proxy of course is North
1:19:37Korea.
1:19:39So, North Korea
1:19:41has the potential to shell South Korea
1:19:45because most of the population of South
1:19:47Korea lives within 20 minutes of North
1:19:50Korea. And so, in theory, North Korea
1:19:52could flatten Soul in just a day. Okay.
1:19:55Most of North Korean artillery is
1:19:57actually by the border. What North Korea
1:20:00could also do is lobby missiles into the
1:20:03Sea of Japan and rattle the Japanese.
1:20:06Okay, so this is the dynamic being
1:20:08played out where Japan through its
1:20:11proxies primarily Philippines is
1:20:14challenging Chinese naval dominance in
1:20:17the South China Sea and China will use
1:20:19North Korea as a proxy to threaten South
1:20:22Korea and Japan. Over time, as the
1:20:27United States retreats from uh the
1:20:31Asia-Pacific, this conflict between
1:20:33China and Japan will get worse and
1:20:35worse. And the reason main reason why is
1:20:39it is in the strategic best interest of
1:20:41the United States to ferment as much
1:20:43tension between China and Japan as
1:20:45possible.
How Far Would the U.S. Go to Defend Taiwan?
1:20:46>> But it could compromise Taiwan. No,
1:20:49>> who cares?
1:20:51>> The US care about Taiwan?
1:20:52>> No, it doesn't. I thought that's who we
1:20:54get all of our semiconductors from.
1:20:56>> But what does Trump want to do? He wants
1:20:59the Taiwanese to move their
1:21:01semiconductor industry to the United
1:21:03States. And that's already happening
1:21:05where TSMC,
1:21:07the main semiconductor u company in
1:21:10Taiwan, is open a I believe it's 2020 20
1:21:14billion new factory in Arizona. So if
1:21:18there's a conflict between China and
1:21:21Japan, the the tension becomes worse and
1:21:23worse, the Taiwanese semiconductor
1:21:24industry, it would be forced to relocate
1:21:27the United States, would be in the best
1:21:29interests of the Americans.
Could Russia Invade the Baltics?
1:21:32>> You also think that um Russia are going
1:21:35to invade the Baltics.
1:21:37>> Yeah. Okay. So now we'll shift focus and
1:21:40go into Europe. All right. Okay. But but
1:21:44is this pretty clear?
1:21:45>> Yes, it is clear.
1:21:46>> Okay. Right now you have NATO or Europe
1:21:53supporting Ukraine
1:21:56in its war against Russia.
1:22:01Okay. And most of this war is actually
1:22:04happening in eastern Ukraine. And Russia
1:22:08seems to be winning a lot of territory
1:22:11in eastern Ukraine. But everybody's
1:22:14saying that Ukraine are fighting back
1:22:16really really well.
1:22:17>> The reason why is what Ukraine has
1:22:19chosen to do in these past few months
1:22:21which has which has changed the contours
1:22:23of the war is Ukraine is using drones to
1:22:26attack Russia's energy infrastructure
1:22:29>> and just hitting Russia in general is
1:22:31making the people of Russia change their
1:22:32perception.
1:22:32>> Exactly. Right. So before this conflict
1:22:35was contained to eastern Ukraine, it
1:22:39didn't affect the people of Russia. In
1:22:40fact, it really was helping the economy
1:22:43of Russia because Russia could still
1:22:45export its oil around the world. Now,
1:22:48Ukraine, what Ukraine is doing is using
1:22:50drones to attack the war refineries of
1:22:54Russia, which is causing economic pain
1:22:57on the Russian people and this is making
1:23:00uh Putin increasingly unpopular. Okay?
1:23:04So, the contour of the war has changed.
1:23:06So if you're Russia and you're looking
1:23:08at this, you think your enemy is not
1:23:11Ukraine. You think your enemy is NATO
1:23:14Europe. Why? Because Ukraine the drones
1:23:18are being manufactured
1:23:21in Germany
1:23:23and the UK and other places as well. So
1:23:27in theory, Ukraine could fight this war
1:23:30to infinity because its manufacturing
1:23:33hub is in Europe. Europe is is is also
1:23:37providing Ukraine with infinite
1:23:38financing as well as intelligence. Okay.
1:23:42So, if you're Russia, you're like, "Wait
1:23:43a minute here. Over time, we can't
1:23:46possibly win this war of attrition
1:23:48because we're funding Europe and
1:23:50Europe's manufacturing
1:23:52capacity is well protected behind the
1:23:55NATO alliance." Okay. So what I need to
1:23:58do is provoke NATO and Europe into
1:24:03coming into Ukraine. Basically force
1:24:06them out of their shell shell, right?
1:24:10And so what's been happening is Germany
1:24:13and Russia have been in conflict these
1:24:16past few months. In early August,
1:24:19there's a drone attack on Libig airport.
1:24:22Okay, Libig airport.
1:24:26and the Germans blamed the Russians and
1:24:28in response the Germans closed down the
1:24:31Russ Russian consulate in Bond as well
1:24:34as remove certain Russians from uh
1:24:37Germany. Russia is retaliating by
1:24:40closing the German consulate in St.
1:24:42Petersburg and the Russian foreign
1:24:46minister S Lav have have said we are in
1:24:50a similar situation to 1941. What
1:24:53happened in 1941? the Germans invaded
1:24:54Russia. Okay, so in other words, Russia
1:24:58recognizes that if they just leave
1:25:01Europe alone and just fight this war in
1:25:03Ukraine, they will lose in the end, so
1:25:06they must force and provoke Europe into
1:25:09mass mobilization to defend Ukraine. And
1:25:13one way to do that is by hitting
1:25:18critical manufacturing infrastructure
1:25:20within Europe. Do you think Russia
Can Russia Make a Deal Instead of Going to War?
1:25:22Russia's next move is to attack within
1:25:25NATO, Germany, the UK, etc.?
1:25:28>> It has no choice. It It has to do this.
1:25:30>> Can't it just do a deal with Trump?
1:25:33Like, you know, they're trying to do a
1:25:34deal at the moment, aren't they? Jared
1:25:35Kushner is apparently trying to get a
1:25:36deal done between Ukraine and Russia.
1:25:37And so, if the United States, do you
1:25:42want peace between Europe and Russia, or
1:25:45do you want war between Europe and
1:25:47Russia? Well, from a gameplay
1:25:49perspective, you're better off with war.
1:25:52Why? Because if there's war, Russia
1:25:55can't sell it energy overseas.
1:25:58United States has monopoly over energy
1:26:00now, right?
1:26:00>> This causes global instability, though.
1:26:03If there's a war here, then it's going
1:26:04to impact the US in a big way.
1:26:06>> Well, then why the United States invade
1:26:08Iran, right? Because they thought it
1:26:10would be an overnight Venezuela
1:26:12situation where you decapitate the
1:26:13leadership, everyone rises up, you have
1:26:14a favorable leader in the country that
1:26:17you is subservient to you.
1:26:18>> Great. Exactly. And this is exactly how
1:26:22the empire thinks, right? We already
1:26:24used this formula, right? Yeah.
1:26:25>> Now, if we apply this formula to Europe
1:26:28situation, then the thinking is, well,
1:26:31Putin is a paper tiger. He is very
1:26:34unpopular at home. If we just force this
1:26:37war for another two months, if we
1:26:40continue to attack the energy
1:26:41infrastructure of Russia, then
1:26:42eventually people will rise up and
1:26:44overthrow Putin. Right? The same logic.
Does Trump Actually Want Ukraine to Win?
1:26:48>> So therefore, Trump wants the Ukraine to
1:26:51win
1:26:53or he wants Ukraine to keep doing what
1:26:54they're doing.
1:26:55>> Well, Trump personally doesn't care,
1:26:59right? Because the more war there is,
1:27:02the more the Europeans are forced to
1:27:04rely on American energy.
1:27:07>> Okay?
1:27:08>> So, if you're Putin, what you need to do
1:27:12is force the Europeans into war in
1:27:15Ukraine. Why? Because there's only
1:27:18really only one path to victory in this
1:27:20scenario.
1:27:22The path of victory is to cause
1:27:25instability
1:27:26and violence
1:27:29in Europe. Okay. The idea is if you
1:27:33force Europe to mass mobilize, the
1:27:36people would rather overthrow the
1:27:39government than agree to take up arms
1:27:41against Russia. That's a theory. Okay.
1:27:44But Russia has exactly one path to
1:27:46victory and that is to cause as much
1:27:48instability and violence as possible
1:27:50within Europe. The best way to do that
1:27:52is by forcing the Europeans to mass
1:27:55mobilize their population. Okay? But for
1:27:57that to happen, what Russia needs to do
1:28:00first is declare total war.
1:28:04What total war means is the mass
1:28:06mobilization
1:28:08of your society. So what's important for
1:28:10us to appreciate is so far Russia has
1:28:13not declared war on Ukraine. It is a
1:28:16special military operation
1:28:19which means that Russia is relying on
1:28:22volunteers to fight this war. In a time
1:28:25of total war, Russia could mobilize its
1:28:29ADA population. And we estimate there
1:28:32are at least three million
1:28:36reser in Russia ready to be called up to
1:28:40arms. Mass mobilization in Russia would
1:28:43force mass mobilization in Europe. And
1:28:46this is how the war is most likely uh
1:28:50will most likely turn out.
1:28:53I mean I guess the other thing that's I
1:28:55mean listen professor there's a sounds
1:28:58like there's a lot of conflict on the
1:28:59way
1:29:00>> there's an acceleration underway
What Could Stop These Global Conflicts From Spreading?
1:29:02>> what would have to be true for us to sit
1:29:04here in 2036
1:29:06and for there not to have been a
1:29:08conflict between China and Japan for the
1:29:12uh Iran situation to have cooled off the
1:29:14Ukraine war is either you know where it
1:29:16is now or it's uh regressed the clean
1:29:20memo that's changed history.
1:29:22>> So what what are you saying spec
1:29:24specifically? What would have to be the
1:29:26case for none of these sort of
1:29:27catastrophic things to take place?
1:29:28>> Okay, in the year 1995, okay, this was
1:29:31published in 1996. Now Yahoo came in
1:29:34power in Israel in 1996. In 1995, we
1:29:38lived in a world of neoliberalism,
1:29:40something called Washington Census. And
1:29:42the idea is we have developed a new
1:29:46model of history. If people just traded
1:29:51with each other and consumers just
1:29:54bought goods, we would have peace
1:29:56forever. Okay, this is what we call
1:29:59neoliberalism, Washington consensus.
1:30:02And Bill Clinton
1:30:04was the main proponent
1:30:07of this idea. And in order to achieve
1:30:10this vision for global peace, what he
1:30:14did was promote the Oslo peace process
1:30:18which sought to create a two-state
1:30:19solution and bring peace in the Middle
1:30:23East. Right? The two-state solution is
1:30:24the Palestinians and the Israelis agreed
1:30:26to live side by side. And at that time
1:30:29the main thinking was
1:30:32that once peace happened in the Middle
1:30:35East once a two-state solution was
1:30:37created then they would start to trade
1:30:38with each other. Israel and Palestine be
1:30:42brought into the GCC and they would be
1:30:46part of the global supply chain and once
1:30:49prosperity comes to Israel and Palestine
1:30:52they would have no need to ever hate
1:30:56each other again. This is called the
1:30:58also peace process. Okay. And again at
1:31:00that time this was just how policymakers
1:31:03in Washington understood the world
1:31:05right? It worked in China. It worked in
1:31:08Japan. It worked in Germany. The Japan
1:31:11and Germany were these really militant
1:31:13nation states. But then we allowed them
1:31:15to trade. We allowed their consumers to
1:31:17have air conditioning SUVs and now
1:31:19they're just really peaceful people. So
1:31:21why can't we do the same thing in Israel
1:31:24and Palestine? So what is the clean
1:31:26break theory? What? What in a sentence?
1:31:29>> The clean brick theory is this.
1:31:31Netanyahu came into power and basically
1:31:34his argument is we can never ever trust
1:31:39the Arabs not to hate us. We are
1:31:42Israelis.
1:31:44We have been promised this land by God.
1:31:48And the Arabs see us as enemies. And
1:31:54whatever we do, they will always hate
1:31:56us. So screw peace, screw compromise.
1:32:00Let us become the regional hedgemon
1:32:03because that is our manifest destiny.
1:32:06That is what God told us to do. That is
1:32:08what is written in the Bible. And that's
1:32:10what we were born to do. Okay? And this
1:32:12is something called the clean brick
1:32:14memo. And the clean brick memo had three
1:32:17major pillars that have that have all
1:32:19been achieved today. Okay? The first
1:32:21pillar is stop the also peace process.
1:32:24Do not give more land to the
1:32:26Palestinians because the Palestinians
1:32:29are animals and the way to treat animals
1:32:31is by beating the crap out of them.
1:32:34Okay. Do not treat them nicely. They
1:32:36will
1:32:38um
1:32:39they will hate you.
1:32:40>> So wait, are you saying that the way to
1:32:42stop all of the pessimism that we talked
1:32:44about happening is by the clean break
1:32:47theory succeeding?
1:32:49>> No. No, no, no. What I said was in 1995
1:32:52there was already a theory in place
1:32:53called neol liberalism that offered a
1:32:55solution to the Israel Palestine issue
1:32:59that has been plaguing the Middle East
1:33:01for the past few decades. And if they
1:33:03had follow that through then we live in
1:33:05a very different time.
1:33:06>> Okay. So to to my question my question
1:33:08is and what would have to be the case
1:33:10for this all the things you've described
1:33:12the the the wars and the conflict not to
1:33:14happen.
1:33:15>> Right. What would have happened is the
1:33:17United States had pressured Israel into
1:33:21seeking peace with the Arab nations.
1:33:23>> Okay. So the US need to get Israel to be
1:33:27friends with the Arab nations.
1:33:29>> Yes. You force it because Israel simply
1:33:31dependent on you for technology, for
1:33:34financing, for arms. Israel is the
1:33:38biggest recipient of American foreign
1:33:41policy uh aid. So, just for those that
1:33:44want to know what the clean break theory
1:33:46is, it was it's called a clean break, a
1:33:49new strategy for securing the realm. It
1:33:51refers to a prominent 1996 policy
1:33:53documented um and then prepared for
1:33:56Benjamin Netanyahu by a study group led
1:33:59by American neoonservative strategists.
1:34:02Um did he read this me memo?
1:34:05>> He commissioned it.
1:34:06>> He commissioned it. Okay. And the key
1:34:08objectives of the clean break are, as
1:34:10you said, the first one, abandoning land
1:34:12for peace, which advocated for moving
1:34:13away from the Oslo Accords framework,
1:34:16shifting to a posture of peace through
1:34:18strength and peace for peace without
1:34:20giving up any territory. Number two,
1:34:21regional dominance. It recommended
1:34:23transcending the Israel Palestine
1:34:24conflict by focusing on weakening
1:34:26regional adversaries, specifically
1:34:28advocating for the containment or
1:34:30removal of hostile regimes in Iraq and
1:34:32Syria, and dismantling the Iraq Syria
1:34:34Hezbollah access. And lastly, preemptive
1:34:37action. It urged Israel to abandon
1:34:39defensive containment policies in favor
1:34:41of proactive offensive strategies. And
1:34:44that's exactly what Israel is doing
1:34:45today. This is what Israel has done for
1:34:48the past 30 years. It has promoted
1:34:51regime change in Syria, in Iraq.
1:34:54>> And so the conclusion here is to stop
1:34:56this sort of conflict escalating,
1:34:58they have to reverse course with this
1:35:00strategy.
1:35:01>> The US needs to contain Israel. Yes.
1:35:04Okay.
1:35:06But what I'm arguing is it's too late
1:35:08because you you've already unleashed
1:35:10these structural forces that will
1:35:12collapse the global trade system. In
1:35:14which case, it's every nation for
1:35:17itself. I mean, you you've already
1:35:19created the conditions for Japan and
1:35:22China to go to war. You've already
1:35:24created conditions for Germany and
1:35:25Russia to go to war. It's no longer you
1:35:28can't put the gene back back in the
1:35:30bottle again.
How the Average Person Can Prepare for What’s Coming
1:35:32>> What does this mean? you know, a lot of
1:35:33mo most of us aren't involved in
1:35:34politics. So, um, we just kind of watch
1:35:36this stuff and we have to sort of figure
1:35:38out what to do with our our families and
1:35:40our lives
1:35:42in spite of this sort of craziness that
1:35:43we see in the news and the global
1:35:45conflict and all that stuff. What is the
1:35:46advice that you have for the average
1:35:48person?
1:35:49>> The best advice I can give to the
1:35:51average person is believe in God. So, I
1:35:58am a product of the meritocracy. I
1:36:00received the best education in the world
1:36:02and I feel the best education in the
1:36:06world makes you think the world is
1:36:09materialistic. God doesn't exist. And as
1:36:12a result, in my 20s and 30s and 40s, I
1:36:16was a deeply
1:36:18angry, depressed, frustrated
1:36:22person because if God doesn't exist,
1:36:25there's no order and structure to what's
1:36:28going on and it's just complete chaos
1:36:32and there can be no hope or light in
1:36:35chaos.
1:36:37And because
1:36:39I married a wonderful woman who I think
1:36:42is really an angel, because I have like
1:36:44three beautiful children, I do believe
1:36:48there's a plan and a structure and order
1:36:52and reason to the world. And I've come
1:36:56in the past two years, and it's only
1:36:59been recent, okay? It's only been the
1:37:00past two years when I have a true belief
1:37:04in God.
1:37:05>> So, it's all going to be okay.
1:37:07Yes. Great. Yes. But you need to believe
1:37:12in God and you need to focus on your
1:37:17family. Then it will be all right.
1:37:20>> So don't focus on protesting in the
1:37:23streets or elections or any of those
1:37:25things.
1:37:27If you believe in God and you focus on
1:37:31your family, sometimes you're compelled
1:37:34to take action. Because I believe in
1:37:37God, I live a life following one simple
1:37:42principle, which is speak the truth. Why
1:37:46am I on your show? Why did I spend the
1:37:50past month
1:37:52um going on so many different podcasts?
1:37:54Because it's important people know the
1:37:56truth. If you really believe in God, if
1:37:59you really focus on your family, you
1:38:01have a personal and moral responsibility
1:38:04to speak the truth. If you know what's
1:38:07going to happen, then speak it. Why are
1:38:09you doing this? What good will do? It
1:38:12doesn't matter. It's just like your
1:38:14faith in God
1:38:17compels you to live the truth to and to
1:38:20speak the truth and to spread the the
1:38:22truth. So just because you believe in
1:38:25God doesn't mean okay now I believe in
1:38:27God and now I can just sit back and hide
1:38:30in my room and play computer games all
1:38:32day doesn't mean that. It means if you
1:38:34truly believe in God and you believe
1:38:35there's a plan then you have to take
1:38:37action and you have to participate in
1:38:40the world because why else would God
1:38:42create you?
1:38:44So why is God letting all of this stuff
1:38:46happen? When I look around the world I
1:38:48see lots of wars and conflict. Russia,
1:38:50Ukraine, the Middle East, lots of other
1:38:51things breaking out at the moment. Why
1:38:53would God let this happen?
1:38:56>> What is the path to wisdom?
1:39:01>> Struggle, pain, failure.
1:39:03>> Yeah.
1:39:04>> Can we just have the wisdom without
1:39:05them?
1:39:06>> Well, or could you? [laughter]
1:39:09[snorts]
1:39:10>> So, we've got a lesson to learn.
1:39:11>> We have many lessons to learn. But if
1:39:13you are truly a spiritual person,
1:39:17you're thankful for this time because
1:39:21this struggle, this suffering will allow
1:39:25us to transcend ourselves.
1:39:27Where are we here to make a lot of money
1:39:30and drive fast cars? Are we here to
1:39:33learn what it means to be truly human?
1:39:36To learn what love is? To develop a
1:39:41deeper connection with God?
1:39:43I mean, I think we're here first and
1:39:47foremost to be truly human. And that
1:39:50means living a life of love, empathy,
1:39:52and imagination. And so, we go back to
1:39:55that formula where if you have too much
1:39:56wealth, you have too much fame, you have
1:39:58too much power, it's impossible for you
1:40:01to truly have imagination, empathy, and
1:40:04love.
1:40:05So, how do you correct this? Will you
1:40:07create a world of crisis? Because in a
1:40:10world of crisis, everyone, you and me,
1:40:13we're forced to look deep down and ask
1:40:14ourselves, what is truly important to
1:40:17me?
1:40:20What gives me happiness? What is meaning
1:40:22and purpose in my life? And I think the
1:40:25answer is it's my love for the people
1:40:29around me. And that's the answer that we
1:40:31will all come to. And once we come to
1:40:33this um answer, then I think that is the
1:40:36great spiritual awakening that could
1:40:37possibly redeem all of humanity.
1:40:40>> Professor, what's the most um pertinent
1:40:43thing that's front of mind for you at
1:40:44the moment that we haven't talked about?
1:40:46>> Well, I mean, we did talk about the
1:40:48coming conflict between China and Japan,
1:40:50and I worry a lot about that.
How AI Changes the Global Power Struggle
1:40:52>> What about AI? We didn't talk about that
1:40:54and that's kind of overlaid on all of
1:40:55the stories we've talked about because
1:40:56it's to do with robotics, it's energy,
1:40:58it's semiconductors, chips, it's US,
1:41:01China. Yeah. So that's a great question.
1:41:05Um and so if we go back and talk about
1:41:07global supply chains, this formula is
1:41:09very important to understand. Technology
1:41:11equals specialization times
1:41:12globalization. So in a time when global
1:41:17supply chains are breaking down in time
1:41:19of war AI cannot make that leap into
1:41:22AGI. So what will happen is
1:41:26AI will be repurposed as a control grid
1:41:31rather than AI developing the
1:41:34intelligence necessary to reduce
1:41:36scarcity to solve the most pressing
1:41:41medical problems of humanity. uh to
1:41:43solve climate change. AI will be re
1:41:46repurposed to monitor and surveil all of
1:41:51us.
1:41:52>> I think that's going to happen
1:41:52irrespective of, you know, I think
1:41:56governments are going to be increasingly
1:41:58interested in and capable of monitoring
1:42:00all of us all the time cuz we have
1:42:02cameras. We're here in New York City at
1:42:03the moment. There's cameras everywhere.
1:42:04They're just a little bit dumb. They
1:42:06don't really talk to each other.
1:42:08>> Yep. And
1:42:09>> with AI, they can all talk to each
1:42:10other. professor's walking down the
1:42:12street and he's off his way to this
1:42:13hotel and now he's in a hotel and
1:42:15>> I agree that is the most likely trend.
1:42:19But what I'm saying is all these crises
1:42:22will accelerate this trend because let's
1:42:25just say you have a siege of New York
1:42:27City. Well, Palunteer will use this
1:42:30opportunity develop um autonomous drone
1:42:32warfare that is controlled by AI.
1:42:34>> So is that your big concern with AI? Is
Why AI Surveillance Could Be the Bigger Threat
1:42:36it surveillance?
1:42:37>> That's not the big risk I see. The big
1:42:40risk I see is how AI can cheapen
1:42:46the human experience. How AI is almost
1:42:49dehumanizing because what people like
1:42:54Ellen Mus and Peter Theo and Soman are
1:42:56saying is computers are so much smarter
1:42:58than us. And it could be true that AI
1:43:04will eventually be able to do
1:43:06mathematics, do medical diagnostics much
1:43:10more efficiently than we are. But
1:43:12ultimately, we as humans, we're here to
1:43:14love, imagine, and have and be kind to
1:43:17other people. And that is what the human
1:43:19experience is. And if we focus too much
1:43:22on AI, that diverts and distracts us
1:43:25from our true mission, which is one of
1:43:28spiritual growth.
1:43:32Our true mission is spiritual growth.
1:43:37What do you um what gives you hope?
1:43:40Well, the only thing that gives me hope
1:43:42um
1:43:44um are my children,
1:43:47right? you met Chris, but I'm here
1:43:52because of Chris. Honestly, if I didn't
1:43:55have children, first of all, I don't
1:43:57think I would be this successful because
1:43:59I wouldn't have much purpose and meaning
1:44:01in my life. But honestly, at the same
1:44:04time, I think that while children and I
1:44:06were suddenly this famous, I would
1:44:08become very corrupted very fast. I would
1:44:10just focus on the fame. I would try to
1:44:12make as much money as possible because
1:44:14while children the only purpose in life
1:44:16is competition against others, right? To
1:44:18prove that I am materally more
1:44:19successful than other people. And so I
1:44:22would just try to to uh make as much
1:44:25money as possible for myself in my 50
1:44:28minutes of fame. But now that I have
1:44:30children, I'm more much more concerned
1:44:32about building a legacy
1:44:35for them and setting a good example.
1:44:38>> Are you worried about Chris's future?
1:44:39>> I'm not. You know,
1:44:41>> I'm not all worried about his future.
1:44:43>> Why?
1:44:44>> Because my wife and I have loved him to
1:44:48the best of our ability. And the fact
1:44:51that we love him gives him the
1:44:53confidence to live his life to the
1:44:57fullest. We see every day Chris as a
1:45:00gift from God.
1:45:02>> But if the world is collapsing in your
1:45:04words, and Chris is in that world,
1:45:06>> Yeah.
1:45:06>> are you not concerned?
1:45:07>> I'm not at all concerned.
1:45:10Because we are here in order to have a
1:45:14spiritual awakening and
1:45:17all the crises they will induce deep
1:45:21reflection
1:45:22in order for us to fulfill our purpose.
1:45:25I don't know why Chris is here. When
1:45:27Chris was 2 years old, he literally told
1:45:30us, "Mom, dad, I'm from a I'm I'm from
1:45:33another world." And he named that world
1:45:35and I'm just an alien visiting you guys.
1:45:38And my wife and I, we weren't surprised.
1:45:40We're like, "We knew this." Yeah. We
1:45:42knew you were an alien. We We knew you
1:45:43came from from another world. And we
1:45:45knew that you came here to experience
1:45:49humanity for all our faults and all for
1:45:52all our problems. And we see you. We
1:45:57love you, but we will do whatever we can
1:46:00to empower you on your mission. And we
1:46:02going to try our best because ultimately
1:46:04it's your life. It's your mission. And
1:46:07we cannot ever control you. Love is
1:46:12about trust. Love is about liberation.
1:46:16Liberation from your own anxieties and
1:46:19liberation from the need to control
1:46:21others.
The Biggest Personal Challenge—and How to Overcome It
1:46:22Professor, we have a closing tradition
1:46:24where the last guest leaves a question
1:46:25for the next not knowing who they're
1:46:26leaving it for. The question left for
1:46:28you is, what is your biggest challenge
1:46:30and how are you working on fixing it?
1:46:34My biggest challenge is my fear, my
1:46:39doubt, my paralysis. I
1:46:43went to um the US border yesterday and
1:46:47now I'm afraid that I will never be
1:46:50allowed back in the United States after
1:46:52I I leave. I'm afraid that I might get
1:46:54banned from a lot of countries because
1:46:56all I do is talk trash about different
1:46:58countries. I've talked trash talk trash
1:47:00about China. I've talked trash about
1:47:01Canada. I've talked trash about the
1:47:03United States. If I got banned from all
1:47:04three countries, I'd be in a lot of
1:47:06trouble. And so, my constant challenge
1:47:10is to maintain my faith in God, maintain
1:47:14my faith in my family, maintain uh my
1:47:17faith in in my purpose.
1:47:19>> I hope you do. And you have a wonderful
1:47:20son. He's so He's so um
1:47:24curious is the vibe that I got from him.
1:47:27>> He's a gift from God.
1:47:29>> Very very curious. I just met him in the
1:47:30green room then and he was like he's
1:47:32playing with some Play-Doh and lots of
1:47:33toys and stuff like that and I'm not
1:47:35surprised that he is your son from the
1:47:3715 seconds I spent with him [laughter]
1:47:39cuz he's very very curious and clearly
1:47:41going to be a very smart young man. So
1:47:43congratulations. Thank you.
1:47:45>> YouTube have this new crazy algorithm
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