Megathreats That Could Spark WW3: Trump vs Biden, Israel-Palestine & Russia-Ukraine | Ian Bremmer
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Political analyst Ian Bremmer describes 2024 as a period of extreme geopolitical turbulence, characterizing it as the "Voldemort of years" due to three concurrent conflicts: Israel-Hamas, Russia-Ukraine, and an internal crisis within the United States. While acknowledging that a full-scale US civil war is unlikely given current economic strength and lack of lockdown conditions, Bremmer warns that America faces its most significant threat from itself in the form of a democracy in crisis. He argues that social media acts as an existential danger by amplifying disinformation and deepening polarization to levels unseen in other advanced democracies like Japan or Germany. The erosion of trust in institutions such as Congress, the judiciary, public schools, and religious organizations has left many Americans feeling unmoored, creating a fertile ground for conspiracy theories that could lead to civil disobedience and social instability following either election outcome. The stakes of the upcoming US election are exceptionally high due to Donald Trump's legal challenges; if he loses, Bremmer predicts severe disruption as his supporters may reject the legitimacy of the result, potentially leading to violence in red states supported by local police or military elements. Conversely, a Biden victory could trigger massive unrest among disenfranchised MAGA voters who view the administration as an existential threat. Internationally, these domestic dynamics pose risks far exceeding those from conflicts like Russia-Ukraine; Bremmer notes that global leaders are more concerned about US election instability than direct confrontation in Taiwan or Ukraine. If Trump wins, he would likely prioritize ending investigations against him by politicizing federal agencies, potentially transforming the US into a system resembling Hungary or Peru where rule of law is structurally compromised and elections become harder to contest fairly. Bremmer also addresses the global implications for ongoing wars, suggesting that while direct World War III involving nuclear powers remains unlikely due to mutual restraint guardrails, regional conflicts are poised to intensify without resolution. In Ukraine, he predicts a grim future where Kyiv may be forced into partition or lose significant territory as Russian pressure mounts and US support wavers under either administration; this could lead to NATO fragmentation if European allies feel abandoned by the United States. Meanwhile, in the Middle East, Bremmer argues that violence is driven not just by ideology but by desperation among Palestinians who lack economic opportunity for their children. He posits that without a viable path providing hope and prosperity for future generations, groups like Hamas will continue to resort to terror as a galvanizing force against perceived oppressors, making long-term peace impossible without substantial investment from Gulf states and the West alongside Israeli security guarantees. Ultimately, Bremmer concludes that while guardrails prevent immediate global nuclear war between major powers like Russia and China, there are no effective mechanisms stopping the deterioration of US democracy or the escalation of regional conflicts in Ukraine and Gaza. He expresses concern over the weaponization of the judicial system against Trump through politically motivated indictments but maintains that even if a pardon were issued after an election loss to ensure national healing, the structural damage to American institutions would be permanent. The interview underscores a critical need for authenticity and understanding rather than agreement, urging individuals to recognize how algorithms manipulate their reality while acknowledging that without addressing deep-seated inequality and institutional distrust, the US risks becoming increasingly sclerotic and unrepresentative of its citizens' needs.
Read the full video transcript
You are living in a period of extreme
geopolitical turbulence. Israel is at
war with Hamas, Russia is at war with
Ukraine, and today's guest believes that
America is about to be at war with
itself. In this interview, we cover
chances of US Civil War, how you're
being lied to, the major threats to
democracy, the odds of World War III,
the different ramifications between a
Trump or Biden victory, AI, and more.
So, join me in welcoming political
analyst Ian Bremmer.
You've called this year the Voldemort of
years because there are three wars,
three wars that we're going to be
talking about. We've got Israel-Hamas
ongoing, we've got Russia-Ukraine
ongoing, and we've now got the United
States versus itself, which you've said
could kick off at any moment. So, what I
want to ask is
is it really that bad? Like, in
modern-day America, could we actually
find ourselves in civil war? Uh no. Uh
in in fact, in fact,
since since you're asking that question,
I I literally just a few moments ago
responded to someone.
It was
um
David Rothkopf. I did not have
full-fledged civil war on my bingo card
for 2024. I think I need a new bingo
card. And I wrote, I would definitely
stick with your old bingo card. So, no.
Uh I understand that we have like 25
governors that are all lined up saying
got to defend the border and don't want
to listen to Supreme Court. Uh this is
not about civil war.
This is about a democracy in crisis. Uh
this is about two sides that are very
antagonistic towards each other. Um the
stakes are very high, especially for the
leaders of both of these political
parties.
Um and there is no effort to engage in
diplomacy.
There's no effort to see things from the
perspective of the other side. And in
fact, they really don't even share basic
understanding of political facts. And
when you look at that and you compare it
to Russia versus Ukraine or Israel
versus Hamas, then you start to see that
there is a real line through of
comparison. Uh, and that that is
unfortunate. It's It's not that we're
going to start blowing ourselves up.
It's more that we aren't capable of
having a free and fair election that the
entire country believes in anymore. And
and that's kind of foundational to a a
well-functioning democracy.
Uh, but uh, but unfortunately, that's
not where we are this year.
Okay.
Definitely what I was hoping you were
going to say, but now set the table for
us. Um, when I read the report that you
put out, you list the United States
against itself as the number one threat
that we face. Um,
why? Walk me through the when you talk
about uh, you've said social media is an
existential threat to democracy.
Um, obviously, we've got Trump versus
Biden as the likely race. What are the
pieces that are on this, maybe
chessboard is a better analogy, um, that
have you listing this as the number one
concern? Well, first, let's Let me
explain what it means to be number one.
So, what's the methodology behind my
madness, right? Um, and uh,
I you know, I what we're looking at,
we're measuring likelihood,
imminence, and impact.
And and so, I mean, if you look at this
year's report,
Africa's not in it.
Why not? I mean, all sorts of horrible
things that are really risky are
happening in Africa,
the economic and diplomatic and security
impact on the rest of the world is
negligible.
And and I'm you know, I'm sorry to have
to say that,
but it it is what it is. Like I can't
make it other than what it is. Um and
where it in the United States, you know,
the the fact that the US democratic
process is pretty broken
and that that is having a significant
impact on policies that the US enacts
with massive implications for the rest
of the world because the US is by far
the strongest economy in the world. It's
by far the strongest military in the
world. Like that's why there's such
outsized impact from the United States.
It's a big deal. So, for example,
Trump has not yet got the nomination. He
will, right? I mean, I think that's
pretty much 100% short of a really
unforeseen health event. I There's
really no mechanism for anyone to get
for for Nikki Haley to get a single
state. Uh I expect that she'll drop out
before South Carolina because she's not
going to want to lose her home state by
30 points. I think she's politically
savvy enough to avoid that fate. Um but
even before Trump gets the nomination,
just by putting his thumb on the scale
and saying, "I don't want a deal
uh on the border
in return for $61 billion of Ukraine aid
because I want to run on that issue
against Biden who's failing on the
border right now." And Mitch McConnell,
who is no Trump fan, but is now loyal
because Trump now owns the Republican
Party again, gets on board. And the
Speaker of the House gets on board. And
so, what happens to Ukraine? You're not
getting that 61 billion. So, is that a
risk of Ukraine or is that a risk of the
United States? Oh, Oh, a risk of the
United States.
And you know, I spend a lot of my time
talking to leaders of different
governments around the world. They are
maximally concerned about this Chinese
leadership. Far more concerned about the
US election than the than the election
in Taiwan, for example, where so many
people were saying, "Oh, it could be
war. It could be confrontation." No,
they're worried about the US.
The Europeans are worried about the US.
The Mexicans and Canadians are worried
about the US. So, that that's why there
are such major knock-on implications
from this election.
All right, when they say they're
worried, what is the the doomsday
scenario for people? So, there's
assuming that you're right, there is
Trump is going to be running against
Biden. One of the two is going to win.
Uh if you were to to play out the
scenarios,
uh one, let me ask you, if the election
were held today, who would win?
Uh I'd say uh Trump would win today
fairly handily.
Uh I would say for in November right
now, my view is 60/40 Trump, but I have
very low confidence in saying that
because there's so much that can happen
in the next 9 months.
Mhm, fair. Okay, so
uh let's run those scenarios. What
one, talk to me about the lead-up
because um that's the thing I think is
is a huge litmus test. If you were to
ask me what I've spent the most time
thinking about, it's what does it look
like in a world with AI at the level
that it's at in uh an election that is
so contentious and so high-stakes
globally, what does that look like? Uh
but then also, um I want to specifically
walk through the scenarios of what does
the world look like, say, in the
immediate 6 months after a Trump
victory? What does the world look like
in an immediate 6 months after a Biden
victory?
Well, so first of all, um the stakes are
so much higher for these individual
leaders.
If Trump loses, he's going to jail.
Uh and I mean, we've got 91 indictments.
There will almost certainly be
convictions, at least in the Washington
D.C. case, before the election, though
he'll be out on bail. But, so the stakes
for Trump are far higher
than they were before. That means the
implications of him losing are is
something he needs to avoid at all
costs. The efforts that he and many of
his supporters will take to avoid that,
and maybe even to interfere with that,
um are far greater than they would have
been in 2020 or in 2016.
Um and uh certainly the impact, if Biden
wins, of Trump then going to jail, and
taking the government taking that action
against him, after you will have heard
the entire Republican Party saying that
these cases are fake, and they're
politicized, and they're trumped up, and
they're a witch hunt, and they will say
that because they will all be loyal to
and endorsing Trump, has the potential
to have far more disruption from saying
that the election was rigged. So,
assuming it's not a massive landslide
where you can't get away with saying
that, Trump would still say it, but that
you can't doesn't make sense.
Um then, you know, I do think there's a
much greater likelihood that you will
have civil disobedience, social
instability, violence, um in a lot of
red states and a lot of red cities, and
unwillingness to accept a Biden
administration as legitimate president
in 2025. I think that's a very big uh
and real possibility. Now, if if Trump
wins,
um there are several things that are
really different this time around from
2016.
Uh one thing that is different is his
priorities. Uh he is His first priority
has to be to end all of the
investigations against him, to
politicize
the DOJ
and the FBI and the IRS that he believes
are already politicized against him.
And and in impose
um his own uh loyalists
on those uh in the bureaucracies of
those organizations
uh so that he can go after his enemies
that want to lock him up. He's going to
want to lock them up. Um and and indeed
there are many senior advisors to Biden
that feel like they're likely to be
imprisoned if Trump is able to pull that
off. So we're talking here something
that looks a lot more like Peru
or Hungary um than looks like Canada or
Japan or Germany, right? And and we're
we're normalizing all of this because,
you know, we're getting used to it over
a number of years. We're like, "Okay,
well, now we have presidents that get
impeached a couple times and the
impeachment's kind of broken. It's only
political. So okay, that's the way it
works." And, you know, we see what
happened with the speaker of the house
who's thrown out by a small number um of
uh of of uh caucusing
uh members of his own party and that
means that you can't promote legislation
that they don't like. That's the way it
works now. That's not the way it's
worked historically and it's not the way
a functional democracy works, but in
this environment if Trump wins, that is
what we're looking at. And then there's
also the international environment,
which is very very different. 2016 to
2020, there really weren't any major
global crises going on while Trump was
president. This time around, Trump will
be president with a minimum of two major
wars that are going on.
Um and he's promised he will end the war
in Ukraine on the first day. He says it
it's a it's just a talking point. He
says it all the time. What he means is
that he will force the Ukrainians to
accept the present delineation of land.
And when they refuse, um they will be
cut off. They'll say, "You get a
ceasefire for that. Well, they say no.
This is an existential crisis for NATO
and for the EU because there are a lot
of frontline countries that think that
that is an unacceptable outcome. But
there are others, like Hungary and
Slovakia, as well as political movements
inside Europe that are gaining in
popularity, like the new National Front
in France or like the Alternative for
Deutschland in Germany, that will be
aligned with Trump,
not with their governments.
And Trump will reach out to them in
directly engaged foreign policy,
something that absolutely isn't
happening right now under the Biden
administration. And And we've had for
the last several years a very
coordinated NATO and transatlantic
relationship. This suddenly becomes an
immediate crisis for the Europeans and
for NATO.
So, I mean, just to, you know, play out
a little bit of what that means, that's
that's some of what we should be
thinking about and that's certainly a
lot of what American allies are thinking
about as we head into this election
season.
Mhm. Okay, so I want to go back to the
civil unrest. So, if Biden is elected,
um what do you like let's use 2020 as
our benchmark. So, we had a lot of civil
unrest in 2020
having lived through it in LA where a
lot of it was popping off. It It was
serious,
um but certainly seeing that sort of
move through the system, obviously we
were nowhere near that spilling over
into a civil war.
That to me feels like peak sort of
tinder
pile given that we had all been locked
down and so there was there was a just a
a sort of screaming sense of injustice
everywhere.
And then you get to January 6th,
which I guess technically was 2021.
Um and again, now we've been locked up
even longer. And there
there's a real undercurrent of not only
is there a massive amount of social
injustice, but there's also
um
the government may actually be coming
tyrannical.
And so
that felt like a a powder keg moment
that I don't feel like we will have in
2024's election barring an economic
turn.
Um
So, if you had to to gauge off of
the instability that we had in that
period versus what you expect after this
election,
um if if Biden wins, where where do you
peg that level of reaction? Yeah, I
think first of all, I think the global
challenges are much greater than the
domestic ones. So, you you you mentioned
the point, you know, barring an economic
uh unforeseen issue in the US. The US
performance of the US economy is
actually quite strong right now. Now,
people don't necessarily feel that way
because the the leading indicator that
determines how you feel about the
economy in the US is what your political
affiliation is. Which is senseless, but
is true. Um and and and that gets to the
problem of democracy, the you know,
completely different information
environments. But you certainly do not
have people locked down under the
pandemic. You certainly do not have an
economy that is in crisis. Uh but other
economies around the world are going to
get hit very badly by this. This is This
is a US democracy in crisis is a much
bigger problem for the economies in
Europe for example, or in Asia for
example, uh than they are for the United
States.
Uh and that is, you know, meaningful,
but the report the risk report that we
write is a global report. It's not just
a report that looks at the United States
domestically. So, I do think it is the
geopolitical backdrop of this
instability
um and the erosion of political
institutions in the United States that
poses a big issue. I mean, remember
Trump came in last time around and he
pulls the US out of the Trans-Pacific
Partnership, this is ends those
negotiations, pulls the US out of the uh
the Paris climate talks, pulls the US
out of the Iranian nuclear deal, um all
of these things, but they happen in
peacetime. And so it doesn't really
matter that much.
That happens in wartime when people are
feeling crises and when other countries
are feeling major economic stress after
3 years of pandemic, that's a very
different story.
So, if anything, this would make me more
structurally bullish on the dollar.
Um and on the US stock market because in
a world that is much more unstable,
you're going to the cleanest dirty
shirt.
And and that's not crypto. Right? I
mean, it's not NFTs.
Uh and it's certainly not China.
I'm sorry. It's certainly not China, uh
which is facing very serious So so
serious economic challenges that they're
they they really don't want Trump. And
they they had no problem with Trump in
2016, and this time around they're
saying we can't handle the chaos.
We we just want a stable election.
You know? So, that that is really
interesting. I don't think there'll be
another January 6th because everything
will be locked down around that. They
that the the preparations for that will
be in place. Um I think it's much more
likely the kind of instability we'll see
will be much more like what we had in
Portland, Oregon.
Um but again, in red states uh where you
have large numbers of disenfranchised
MAGA types um who are many of whom um
are armed,
uh many of whom uh will see a Biden
administration as a second Biden
administration as an absolute
destruction of everything that they see
as holy.
Um and and they will likely be supported
by a lot of local police
uh, and maybe some local members of the
armed forces.
Uh, and that uh, that's a fairly serious
impact in my view. Uh, that's the
biggest thing that I think is likely to
come about, um, in a in a in a
relatively narrow uh, Biden win. There
will where there will be massive
information that people that oppose
Biden will believe that the election was
stolen.
And was stolen badly. And they'll be And
that disinformation will also be
magnified by artificial intelligence,
which we already seen with those Biden
fake Biden robo calls in New Hampshire.
Just the tip of the iceberg. There were
voters that were told with a Biden
voice, uh, and they were targeted
directly with their real phone numbers
and their real names, you know, you are,
um, not to go out. We don't want you to
go and vote, uh, in the primary. Um,
because that's we want you to vote in
the general election, not in the
primary. That's That's artificial
intelligence, real cheap, and there are
lots of bad actors in the country and
outside of the country that would love
to foment chaos, um, through through
those mechanisms.
Yeah, there there's no doubt about that.
That, uh, in my layman's stance, were I
putting out my report of risks, um, AI
causing just a massive disinformation
campaign in the build-up to the 2024
election continuing to bifurcate people
into different camps, uh, where we don't
share any facts. That that is the thing
that freaks me out and I think that
that's going to get better before it
gets worse. Sorry, that's going to get
worse before it gets better.
Uh, and yeah, so But the the reason that
we put that in the US risk and not in
the AI risk is because, uh, it is the
vulnerability of the US and the the the
already the willingness to believe
conspiracy theories, the the dysfunction
and fragmentation of the political
system that makes the US election so
singularly vulnerable to those sorts of
attacks. Those attacks would not work in
Japan. They would not work in Germany.
Like people would not go out onto the
streets with pitchforks in response to
that. The United States increasingly
different.
That's interesting.
Uh tell me more about that. Why why are
we more likely to be easily divided than
Japan or Germany or anybody else? Yeah,
well, I mean it's it's kind of the Trump
question. See, I don't see Trump as the
principal risk. I see him as a symptom.
So why is the United States the country
that has elected Trump and now might
elect him a second time? Why isn't that
happening in other advanced industrial
democracies? Why do the Americans talk
about stop the steal and none of that
happened even after Brexit in the UK?
The domestic political system basically
runs the same way. What why is that
happening? Um and there are a lot of
things that people talk about. They talk
about inequality. They talk about
identity politics, but those things
exist. Demographics changing. Those
things exist in a lot of other
countries. Maybe not to the same degree.
The US is more unequal economically
today than the rest of the OECD, but not
by a massive amount. Um I think that the
bigger issue
is that the United States is the country
where it's social institutions
have most uh eroded. So I mean the US is
a a country that historically has been
by far the most religious and
God-fearing. A- and and yet in the last
40 years, church membership has fallen
off a cliff in the United States. Uh
belief in the church, trust in the
church has gone way down just like
belief in in Congress.
Um the belief in the public school
system has gone way down in the US, just
like belief um in the judiciary. Um and
I think that the the fact that those
institutions have really eroded in a
country that is much more driven by
individualism
and entrepreneurship
and unfettered capitalism, which has
driven incredible growth in the US and
it's why the US is leading the world in
AI and other countries are behind. I
mean, we we're we're the country with
Elon Musk and and he wasn't even born in
the US, but he knew that this was the
place he could make it. And Jeff Bezos
and Bill Gates and we have those people.
But we're also the one where so many
Americans feel unmoored. They feel like
nature got them. They've got they've got
genetics, but they don't have nurture
anymore.
Whether it's the atomized family
um or it's the lack of national service
um or it's just the civic institutions
all falling apart. And now in the last
10 years, nurture has been replaced by
something. It's been replaced by
algorithms.
And we have we know we're the country
that has all the influencers, we're the
country is where everybody wants to be a
personal brand. Um but we're also the
country that has so many of our young
people uh wanting to engage in self harm
uh and even suicide um because they're
spending all their time on social media
where they're they're being
algorithmically disintermediated
from the rest of society and only
engaging with people that they already
agree with um or things that make them
angry.
Um both of which you know are great for
the corporate business model
but our an
anathema
to creating civic adults
to raising a nation that connects with
each other. I think if I had to point to
one thing
that has really eroded American
democracy, it would be that. I think
that that's where the US is going.
Are are we just ahead of the curve or do
you think that there's something unique
about either the cultural fabric of
America or something else that has
governmental policies that have made us
more vulnerable than somebody else? I I
think it's both. I mean I mean you see
this happening. I mean Canada, it's
definitely happening too. You know, you
saw Ottawa and the truckers riots and
Rebel News and there's a lot of
misinformation in Canada, too. And
democracy in Canada has eroded somewhat,
nowhere near as much as the US. Um
Japan,
uh almost not at all. Sense of community
in Japan is so much stronger. It's
basically a single-party democracy. Um I
There was a very interesting uh
um event in Japan that you may have
seen. It was a couple of months ago.
There was a Japan Airlines
um
aircraft uh that uh hit um a I think it
was a Japanese Coast Guard smaller plane
that was routed right in front of where
this plane was about to to land or take
off and and and the plane caught on
fire. 330-plus
people passengers were on the plane.
Every single one of them got off
within like 5 minutes.
And not only did they follow the
instructions
uh of the stewards um and and
stewardesses like literally immediately,
not one of them
took a bag
off the plane
because they were told not to. Now,
yeah, you that is inconceivable to me on
a United flight.
I I mean, is it Should I
Is it unpopular for me to say that some
of this is cultural? I mean, am I going
to get canceled for that? I travel to
Japan all the time. I know that is
different.
I mean, the Americans we're we're just a
really individual-oriented
society. And so, I do think that some of
this is different. Some of this is
actually unique to what make what makes
Americans tick.
Um and and as a consequence, when the
social contract starts eroding, and when
the American political and economic
system starts doesn't work as well for a
lot of Americans, they feel left behind,
they feel forgotten, it's going to hurt
American society a lot more.
Right? Because you just Because that
that safety net
and some of that safety net is
cognitive. Some of that safety net is
emotional.
Um it's just not there for people
in a way that I think it is in a lot of
other countries. I think it is in a more
collectivist Germany, for example, than
it is in the United States.
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Mhm. Yeah, so if you're going to get
canceled for that, let me join you in
the cancellation.
It is self-evident to me that culture
plays a huge part in um everything, just
life full stop, period, in general. When
we talk about nature versus nurture,
that's effectively what we're talking
about. The nurture being the culture.
Could be the culture of your family, the
culture of your city, town, whatever. Or
the thing nobody is talking nearly
enough about, the culture of the class
that you were born into and thusly
raised in. Um, if I were to and I
admittedly have not thought about this
before, so I'll be very interested to
get your take on this, but as I was
listening to you talk, the thing that
jumped to mind as to why uh, Japan,
which I I am I am just a a literal file.
I could not love them anymore. They are
a hyper conservative culture.
So, I think that speaks a lot about
that. They're also a more collectivist
culture. You see yourself as integrated
into the whole more than somebody that's
going to stand out. What I think is
happening in America right now, and
again, this is I'm thinking through this
in real time, is that we are an
individualistic culture that has really
done extraordinarily
well with, um, capitalism, but the Gini
coefficient is real. And as the gap
between the poorest among us and the
richest among us grows wider, you are
going to get people, even though by
global standards,
uh, lower-income people in America are
still way better off than lower-income
people elsewhere. But it doesn't feel
like that if you're broke and you are
cleaning Jeff Bezos' third mega-mansion.
And so, that that reality is what I
think we're watching play out now. And
you have some people that are crying out
for collectivism, and you have other
people that are still staunchly
individualistic. Now, you've talked
about something I've I've not heard
anybody else talk about,
which is that one of the big concerns on
the global stage for what's happening in
America, the division in America, and
why it's so problematic, is all of a
sudden, uh,
identity politics is steering a lot of
the policy and the the sort of how you
can expect America to behave
versus economics. And previously, the
rest of the world could just go,
"America's going to do whatever's in
their economic best interest." Easy
enough to predict. Cool. I know the
script and I may hate it. I may be
violently opposed, but at least it's
predictable. Whereas now, the
instability inside of our own country is
causing our politicians to really have
to look inward to be very cognizant of
an increasingly divided um constituency.
And they now have to make policies that
maybe are not economically the best
policy, but they soothe the most people
that vote for them. Absolutely. I mean,
industrial policy is has become a much
greater driver. And it doesn't matter if
it's helping or hurting the American
economy. And even that's even true when
you talk about American consumers and
taxpayers. I mean, think about how many
folks have been behind higher tariffs on
Chinese goods. And Trump said, "They're
paying for that. They're paying for
that." No, they're not. American
consumers are paying for that. But it is
politically completely toxic to talk
about reducing tariffs against Chinese
exports to the US. And it doesn't matter
what the economic sensibility of that
happens to be. And and we can play that
through in all I'm all in favor of
investing in American human capital and
infrastructure. I think the Chips Act
was great. I'm glad we're rebuilding
bridges again. You know, I mean, Lord
knows we need to be, you know, have have
a high-speed rail system. I I'd I'm I'd
like it to be private sector, but if the
public sector can help make it happen
faster, God bless. Uh those things are
happening, but at the global level, the
Americans are now politically throwing
all sorts of wrenches into
globalization.
And in part, that's because a lot of
Americans feel like they didn't benefit
from globalization. So, why should we
support that? You know, you're going to
take my job and my livelihood and you're
going to send it to China? Screw you.
I'm not going to support that. And and
it is true that if the American economy
grows like Topsy, uh but the middle
class and the working class is treated
like cannon fodder, um then they're not
going to be very interested in promoting
your policy. So, globalization is
absolutely great for the United States,
but globalism sucks for the average
American. And and that is where you see
policy makers like Trump and Bernie
Sanders, frankly, and AOC, it's both
sides of the spectrum making bank in
this environment. Because people out
there, so many people say the system
doesn't work, they're lying to me, so I
want someone who's going to break
things.
I want someone who's going to take the
fight because otherwise, it's never
going to get fixed. And Trump is someone
who you know, just by dint of the fact
that he drives the establishment so
insane. He drives the media so insane,
he drives the political leaders so
insane, that you know that he's really
fighting those guys. So, if you really
feel like things are broken in the US
and all it you only thing you see is a
small small pocket of people that keep
benefiting, it's never hitting you,
you're willing to have roll the dice on
someone that's going to be a chaos
agent. And and Trump is that. Trump is
that.
Is the system broken and are they lying
to us?
Um
I think that the American system in many
ways, um is unrepresentative
of the average American. I mean, just
the fact that um the the US is now of
all of the OECD economies, the US
country the US is the country where you
can best predict a person's wealth
as an adult on the basis of their
parents' wealth.
More than any other OECD economy. And
when you and I were kids, that wasn't
true.
That is that's a sign of a broken
system.
Um the I thought that the the Varsity
Blues case
when we saw all of these entitled adults
doing everything they could to make sure
their kids were getting into Ivy League
schools and thinking they were doing
nothing wrong because that's the way the
system works, that is in my mind the
sign of an unrepresentative system.
Um you know, I I we see examples of that
all the time.
And and I I do think the fact that the
average American doesn't trust their
political institutions anymore
um is not the fault of the working
class.
That that's the fault of the people that
have been leaders, and it's not just a
communications failure. It is an
execution failure.
They just haven't made it work for
enough Americans. And people are taking
advantage of that, and there's a lot of
disinformation.
Um and I I do believe that I mean a
number of policies we've seen in the
last few years are going to move the
needle over time. I was a big fan of the
Inflation Reduction Act, and by the way,
more red state jobs than blue state jobs
under the Inflation Reduction Act, which
was a bipartisan piece of legislation.
But that will take 10 or 20 years before
it actually starts to change the way
people think about their opportunities.
It doesn't happen overnight, not when
for 40-50 years they've been on the
wrong side of that. So, you know, I I do
think that there are big things. You
look at how much money there is in the
American political system, the billions
of dollars that are spent on election
cycles that go for more than a year, and
they are spending that money, and a lot
of that money is dark money. We can't
even find out who's behind it and where
it's going, and we know that the purpose
of that money is to perpetuate special
interests in their ability to capture
the regulatory process and make
politicians work for them and not the
average American.
I mean, when we see things even like the
NRA, and and we know that the average
American wants a different policy, but
it can't happen because there's too much
money that pays to ensure that it
doesn't. And that happens, by the way,
with teachers unions and police unions,
too.
Uh you know, and ensuring that the
system is broken and doesn't work
properly for their kids. Yeah. I That is
for me a sign of a system that is deeply
sclerotic, that is unrepresentative.
It's It's not completely unfunctional.
And and and partially because we're so
wealthy, and we have so much
entrepreneurship, and we're in such a
wonderful location geographically, and
we have so many natural resources. I
mean, there's so many things that
America has going for it that you can
tolerate a lot of things that are really
broken in your political system, and and
the country can still work. But
honestly, is America's political system
in crisis? Yes. I think it is. I think
it is.
Um and and I say that as someone who has
a lot of friends in government,
Democrats and Republicans, who I think
are trying to do the right thing. But
the system is pretty broken right now.
Yeah, I think it is.
All right. So, are they lying to us?
Who's they?
Mhm. People are going to say the elites,
the the government, uh
mainstream media. We'll start there,
those two.
Uh I think that a lot of the we must
consume
um the the presumptions of what goes
behind capitalism.
Let Let me give you an example. You know
how how much young people care about
climate.
You know how much they care about the
environment.
They've been lied to. We've been lied to
for decades by very, very powerful
organizations
that had a lot to lose
by admitting
that climate change was happening,
that it was transformative in bad ways,
and that they were responsible for it.
Yeah. Are they lying to us? Yeah. And
then by the way, when they finally
admitted it, they still did everything
they could privately to prevent us from
taking action that would have made this
a lot cheaper to deal with, a lot less
costly to deal with. Are they lying to
us? Yeah.
Did the tobacco companies lie to us
um about the fact that the products that
they were selling, they were trying to
addict us to, um were going to kill us?
Yeah, they lied. They lied to us. Were
the food companies lying to us when they
did everything possible to ensure the
production of
salty and sweet and fatty, because
that's what we would buy more of for our
short-term interest, and sell them in
bigger and bigger quantities? Were they
lying to Yeah, they were lying to us.
They're not taking care of us. They're
treating us um as products.
They're treating us as things that are
useful to them. And were there members
of government that happily went along
with that because they were on the
payroll of those lobbies? Yes, of
course.
Absolutely. And I think that like my mom
raising me, she was aware of that. She
wasn't going to make a sophisticated
argument. She wasn't going to develop a
documentary. But at base level, she
understood that the advertisements that
we were seeing and the campaign speeches
that we were digesting were not good for
her kids.
She I think she fundamentally understood
that and she was angry about it. She
accepted it. That's the way the system
kind of worked but they were all trying
to screw each other. But she also
recognized and you said it yourself how
how you were born in terms of class as
people who didn't have the education,
didn't have the network, didn't have the
money that we were going to get screwed.
That's not what America's supposed to be
about. America's supposed to be the
country where everyone can make it.
That's the American dream is. And fewer
Americans believe in the American dream
today. Now, that's accurate. It's harder
to actually have upward mobility in this
environment. People a country that has
been very optimistic that historically
large majorities of Americans when
pulled would say, "I'm going to make it
to the top 10% and if I don't, my kids
will." I mean, so many people saying
that if it wasn't conceivably true, but
they believed it. And and that made you
happier.
And and it made you happy in part
because you did kind of trust a lot of
those people that were elites.
And and that has gone away in my view.
Absolutely, it has.
Do you think the same they lied to us
about things like um masks
because they really believe that we have
to get people to believe this to protect
them?
I
really
really was disappointed with Fauci.
Um I mean, it was pretty clear
that he was
marketing
to Americans because he thought he knew
better and that we couldn't handle the
truth.
Um and of course when you do that in the
near term and you find out in the long
term what that does is it helps the
conspiracy theorists.
Right? I mean, it's true that there was
a lot that Americans really didn't know
about this disease in the early stages.
But I mean, you know, saying, "Hey, an
N95 is the best thing to do, but we
don't want you wearing those because we
really need those for the people that
are in, you know, sort of critical
hospital care and the rest." Like, I
think that's what he should have said.
I I I don't think he should have lied to
Americans um in the early days because I
think it did enormous damage, especially
because of the political divisions in
this country. I think the CDC has taken
a massive hit of trust and has become
politicized in the United States, and we
need to be able to believe our doctors
and our scientists. We need that.
So, yeah, I I I feel like um you know,
other you know, Fauci, I've been to
Fauci's office. I interviewed him a
couple of times for my own show. And
he's a very charismatic guy, and he's
friendly, and he's smart, and he touches
you when he talks, and but I mean, his
office was a shrine.
I I can't remember the last time I had
seen an office that had so many
commendations and photos with him and
every political leader from every walk
of life that he had had like on every
wall, floor to ceiling. And, you know, I
look I
that I've seen that, you know, that that
the fact that you want to show off the
fact that you have a lot of access uh
can can serve many purposes. And um you
know, if as long as you're focused first
and foremost on content, first and
foremost on the science, but I fear uh
that at least the Fauci that I met um
was focusing more on the media, the
attention, the brand, the power,
and less on the outcomes. And I think
that did a lot of damage. I I This is
just my personal impression. I'm not a
doctor. I'm not a scientist, right? I'm
just being honest with you and telling
you what I think because you asked me
the question. Um I mean, we went through
this pandemic, and that should have been
an opportunity for us to invest more in
early stage warning. Um and in
education. Um and in strengthening the
World Health Organization, for example,
and none of that happened. It it all it
did was breed more mistrust. Now, thank
God we have some extraordinary
scientists in the private sector uh like
in Moderna and like in Pfizer and others
that were able to develop vaccines like
with incredible speed and are now using
those technologies to do all sorts of
new things that are helping us with
cancer and Alzheimer's and you name it,
but but the government um and and the
mistrust that average Americans, average
citizens have in in what the doctors are
telling us, especially those that are
like on TV and that have some level of,
you know, we're we're the elite doctors
that you're supposed to listen to, I
think that you'll listen to your own GC,
uh but you you won't uh I mean GP, but
you you won't listen uh to those guys. I
think it's a horrible thing.
Yeah, one of the things that I I talked
to people about a lot is, "Hey, look,
you lying is a powerful tactic,
uh but be careful because if you use it,
it will work sometimes and then other
times you will just become known as a
liar.
And when I look at the division that
we're going through right now and what
is it, you know, about this moment? And
I can't speak to whether the rest of the
world is falling prey to the same thing
or not, but um
in in a world where anybody can pick up
their phone and live stream to the rest
of the world, your lies are going to be
found out terrifyingly fast and that is
going to absolutely erode your
credibility. And on top of that, um
now you get into a position where
there's just the level of disdain and
distrust that people are going to have
creates the the level of animosity
towards the government that we're seeing
now. And that's where you get that
powder keg where all of a sudden a
country
which has a host of problems just all
come together at one moment
really starts to be super unnerving. But
when I look out at at what I would want
people to take away cuz I I have a I'm
very much an individualistic thinker in
that I think at the level of the
individual. So I'm not good at what
you're good at which is global
geopolitics. Like you see how all the
puzzle pieces add up.
What I understand is is the person. And
so I will say look everybody of course
you know that people are lying to you.
It it is a tool in everyone's arsenal
and the vast majority of humans are
going to deploy that tool even if only
to
make you feel like your ass doesn't look
big in those jeans, right? It's just the
it it is going to be used. So the thing
that you can do is not be as gullible. I
never thought I would be interviewing
people on geopolitics.
But once I started feeling like
society's beginning to fray and it's
beginning to fray because people are not
building their own internal model of
what they believe the world is. They're
letting the algorithms do that for them.
They don't understand how they're being
manipulated and therefore they become
easy to manipulate. And so the thing
that I'm hoping to do with the show
because all I've ever wanted to do is
empower people to make decisions to make
their life better.
And I suddenly realized that people
really need to understand how the game
works. Once you understand how the game
works, hopefully you can stop being mad
about it and just start doing something
about it.
But speaking of doing something about
it, when you look at so we've got two
wars that are happening right now, one
potential war in air quotes cuz you made
it very clear you don't actually think
that America's going to be in a hot
civil war. Right.
Um but how does this all play out? Like
I've heard you talk about Ukraine is
just going to have to accept that that
they are partitioned.
But also I felt like you had some
anxiety about Trump coming in and just
being like you're going to have to
accept that you're partitioned. Um what
is
what is the Oh man, you you talk about
uh the risk assessment that you guys do
is based on fact not preference. So
knowing that you're not about to lay out
your preference
Yeah, yeah. what do you think is is the
actual path forward? And and and this
also I mean that last point
and Israel, Hamas. That last point just
links so much with what you were saying
before. Like I I have no problem with
being wrong. At the end of the year we
go back and we see how we did on all
this stuff and we you know see like how
that affects when we do get stuff wrong,
what do we why did we get it wrong, what
do how what lessons do we take away from
it. But the authenticity is absolutely
critical.
You know, I mean for someone who's not a
part of a political party and and who
travels all over the world, I I feel
like you know 5 10 years ago I spent
most of my time talking with and
engaging with elites because I thought
well those are the people with power and
that's going to have the biggest impact
in affecting change. But in an
environment as you say Tom, where so
many people are being you know driven by
misinformation, becoming angry, becoming
polarized, I feel like I have to spend a
lot more of my time just talking to
people.
Right? Just like being authentic about
what's happening in the world. And you
know, it's not easy to you know sort of
ball that up into pro-Trump or pro-Biden
or pro-American or pro-anything,
frankly. But we need more of that. And
we we need people that are prepared to
like meet people where they are, listen
to them, and talk about what we think is
really happening in the world. And it's
okay if you don't agree with all of it
because it's not about agreeing, it's
about understanding. That's all it is.
And so there, you're right. I mean, I I
don't want Ukraine to be partitioned. I
don't think it's fair. I mean, I'm an
American. I support the underdog. Like I
like the 16 seed for March Madness.
That's who I root for, right? The
Ukrainians is the little country that
didn't have much of a military.
And the Russians just invaded them,
tried to take out their leader. So I
don't want them to have to lose their
country.
But it's going to happen.
I mean, at the very least, I I don't see
the territory that Russia's occupying
now, I see no way that they're going to
be able to get it back. Now,
no one's going to force them to accept
that publicly.
But the reality
is
they're having a harder time fighting.
When they started the war,
um the average Ukrainian recruit was 26
years old.
Today, it's mid-40s.
Whoa. I don't think they're going to be
able to keep fighting for another couple
years this way. If the Russians,
assuming the Russians keep piling and
piling and piling, you know, people at
them. Russia's a much bigger economy.
They have a much bigger population.
Um and the Ukrainians are going to get
more desperate. They already see that
they're not getting the additional
support from the US. They're running out
of like ammo.
They're running out of missiles.
They still have air defense, which is
really important. Uh but, you know, so
at a minimum, they're stuck with 18% of
their territory that the Russians are
occupying.
And and potentially,
they could get a lot worse than that.
Potentially, the Russians cuz the
Russians have not said we're prepared to
sit there. They're still able to attack
Russian ships in the Black Sea. Russians
can say, "We're moving to Odessa.
We're taking that. We're securing the
Black Sea for ourselves.
We're going to take more potshots at the
Ukrainian leadership until Zelenskyy's
gone."
And Zelenskyy might well go if he's not
able to keep fighting. Uh you already
see the fraying of the Ukrainian
political system, opposition to
Zelenskyy from the mayor of Kyiv, from
the head of the armed forces, because
things aren't going so well. So, I mean,
the the risk is that. The risk is that
this war that the United States has
taken the lead and has consolidated all
of its allies to provide support for
Ukraine, and Biden said, "We will be
there as long as it takes." And within
months, he he changes that to well,
well, we're going to do as much as we
can.
That is a very different message for
Zelenskyy.
It's also a very different message for
the Europeans, the front-line Europeans
who are going to have to deal with
Russian disinformation,
um and infrastructure attacks, and cyber
attacks, and and have all of these
troops
that are right there on their border.
So, this is a very dangerous thing. I
don't think it's going to it it's not
World War III. It doesn't lead to Russia
attacking NATO,
but it could lead to NATO starting to
fragment,
becoming much weaker, especially if
Trump becomes president. But even if he
doesn't, if if Biden is no longer able
to provide leadership that the Europeans
can rely on to ensure that Ukraine can
defend itself,
they're going to start falling apart on
this stuff. So, that's that's the
Russia-Ukraine side. The Middle East
side
is kind of a different story,
because here Israel, you know, is is the
more powerful country. Like, um
Palestine's not a country. Um and and
but Israel's the more powerful uh
player.
They're they're by far the most powerful
military player in the region, both
offensively and defensively, not to
mention their 100 nukes that they've
never
formally admitted to, but they have.
Uh and so, the question here is to what
extent is this war going to expand,
because a lot of people are getting
angry, because there's an axis of
resistance that the Houthis are leading
and they're continuing to take shots
including just a couple hours ago
against like a British vessel this time
around. And so you can't actually have
shipping
through the Red Sea and the Americans
are now hitting them in Yemen. And
that's expanding as a separate kind of
auxiliary war. And then you have the
Iranians providing military support um
to militants in Syria and Iraq who are
hitting American bases. And so far there
haven't been any American servicemen or
women killed, but if they do that's a
red line. And the Americans will hit
back very hard and maybe Iran. And the
Israelis are are more likely to get
involved uh in a war with Iranians. They
just engaged in strikes that killed five
Iranian members of the Islamic
Revolutionary Guard Corps um in Syria.
And the Iranians said that's
unacceptable, we're going to hit you
back. So, you know, Netanyahu knows if
he leaves office he's going to jail. So
he'll do a lot to keep the war going.
And the Americans are trying to get them
out. So I mean there're just lots of
ways that this can get worse. Not to
mention the fact that we're radicalizing
millions and millions of Muslims around
the world on the basis of all of this
violence that is happening. So I mean
this is this is a tough one. And and by
the way just just so we don't only have
a negative conversation. I mean the
report is about top risks, so of course
the bias is to focus on the risks.
But there are ways that both of these
wars
could be resolved more sustainably.
On Ukraine
if
the Americans and Europeans take the
assets that have been frozen
of Russia and seize them
and use them to rebuild Ukraine, helping
Ukraine get into the European Union,
which all 27 members approved, and the
Americans and Europeans provide some
hard security guarantees for the
remaining 82% of the territory that
Russia has, um before, let's say, the
75th NATO anniversary happening in
Washington in July, then nothing is
going to make Ukraine whole. They won't
get their land back, but the Ukrainians
in that rump state will have a better
future than they would have ever had
before Russia invaded. Again, it doesn't
make up for the war crimes and the
Ukrainians dead and displaced. Nothing
will ever do that, but Ukraine will have
a future. That will be a win,
ultimately, ultimately, long-term for
Ukraine. And with Israel and Hamas, I
mean, the Saudis still want to normalize
relations with Israel. Israel is in a
very strong geopolitical position. If
you can get rid of Netanyahu, who
opposes a two-state solution,
and you can degrade Hamas, and Israel
will have a buffer zone with security
inside Gaza, small, but they'll focus
far more on defense than Netanyahu ever
did, and they promise the Palestinians
have the ability to get a state, even if
they don't have an army.
So, the security will be provided by a
multinational force funded probably by
the Gulf states, but they'll get a
state. They'll be able to govern
politically West Bank and Gaza, and in
return, the Saudis normalize their
relations with Israel. And Israel
becomes stronger and wealthier, and
there is more peace across the region.
Now, I don't, unfortunately, Tom, I
don't think either of those are the
baseline scenarios. And the timing, the
window for those things to happen, is
narrow, right? Because the more the
violence happens, the more the
likelihood is that it spirals out of
control. Um but both are possible. And
and and even better,
people involved in these conflicts at
the highest levels know that these
things are possible and are working to
try to make them happen. So, all is not
doom
even when we talk about these two major
wars that are causing so much
hardship um and and sorrow um in in the
Gaza
think the odds are?
What What do you think the odds are that
the um the Israel-Hamas conflict spills
outside of Gaza?
Oh, I mean, it's already happening, so
that's 100%. Give me a Give me a
narrower question that I can answer. Uh
so, do you think that the US is going to
attack Yemen over the Houthis? They've
already done that. Um the Americans are
now attacking Yemen directly, but
they're not yet attacking the
leadership. By the time this comes out,
so today is what? We're taping this on
the uh 26th. So, they may well start
attacking the leadership by the time it
comes out. That is on the Deterrence is
not working, so it is escalating.
Um the real question, I think, is what's
the likelihood that the Americans and
Iran start getting involved in a direct
shooting war of some sort. Will there be
American attacks on Iran?
And, you know, also will American
servicemen and women get killed on the
back on the back of attacks that Iran is
supporting? Those are the Those are the
big tripwires. That That's what gets you
$150 oil, global recession, Trump
becomes president no matter what in that
environment, right? What's the
likelihood of that?
Let's put it this way, it's not 50%,
it's not 5%. Uh if I were handicapping
it, I'd probably say right now 20.
And but it's gone up
in the last 2 months.
Cuz we've taken these incremental steps
in the region
that have brought us closer
to that kind of conflict.
That's That's I guess the best way I can
say.
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What do you How do you see this playing
out? So, um young people the world over
seem very much to be on the Palestinian
side, very much uh
an aggressor-victim mentality. They're
going to take the side of the um the
oppressed people as they perceive it, no
matter what, right, wrong, indifferent,
doesn't matter. You've got a bully in in
the I'm obviously generalizing, but you
you have that narrative playing out and
it's really captured the imagination of
a lot of people around the world. Um
do you see that playing out where every
day young people are gaining more power,
every day the governments are having to
um
to offer concessions to them? How does
that play out in the US? Cuz I have to
imagine if the the US's support of
Israel faltered, that would have huge
consequences in terms of how that plays
out in the region. Do you think that
read is right? Um do you think anything
like that could actually happen? Uh
I It is inconceivable to me that Biden
would materially reduce support for
Israel.
Uh
US support's about 12%
of Israel's defense spend in peacetime.
So, it's important, but it's not
existential.
Um Biden uh is a pro-Zionist and has
been for decades. So, I mean, he's
personally very committed to the state
of Israel.
Uh though he can't stand Netanyahu,
that's a different story. There is um a
lot of reason for the US to have that
relationship that has nothing to do with
this war. Intelligence sharing, for
example, that's very important and uh
engaging in mutual efforts against
would-be terrorist organizations,
rogues, and the rest. I mean, that is
the Israel is not an an unuseful ally to
the United States. It's not all take.
Um
but you are right uh that the young
people in the United States uh are much
more strongly supporting the Palestinian
cause.
And that the Democrats are more inclined
to support the Palestinians, not Hamas,
but the Palestinians, than they are to
support Israel. And that is new.
Um and and Biden is losing support,
especially among Arab Americans
um voters in in states like um Ohio
and Michigan and Pennsylvania. Um and
that really matters because in some of
those states um the the support he has
lost is greater than the margin of
victory he had in 2020. Just from that
constituency. So, he he knows this is a
problem for him. So, he wants the war to
be over soon.
Uh uh over. He at least wants it to move
to a much lower intensity of day-to-day
fighting. He's not calling for a
ceasefire, but but he is calling for a
shift in operations. And he also doesn't
believe that the Israeli government has
a strategic goal in mind when they say
destroy Hamas. He's trying They're
trying to figure out, well, to what end?
Like, what does it mean to destroy
Hamas? And the Americans dealt with this
after 9/11. It's a war on terror. What
does it mean to win against terror,
right? I mean, just it's very hard to
destroy an idea. And Hamas is as much a
movement, a political movement, as it is
a terrorist organization.
Um and it's really hard to destroy. You
can kill the leaders, though they
haven't yet.
Um but it's really hard to destroy Hamas
and not have something come up that is
just as problematic with even more
supporters a year later or 3 years
later.
Um
Now, I I look, I I also understand that
part of the reason that there's so much
um opposition to Israel is because
there's just a lot more Muslims than
Jews in the world. I mean, you've got
well over a billion Muslims and you've
got a, you know, what is it? 20 million
Jews or whatever. I mean, it's just not
It ain't close.
And I mean, you know, you look at the
algorithms in TikTok and you see what
the young people are digesting on social
media and it's overwhelmingly
pro-Palestine. It's overwhelmingly
anti-Jewish. And anti-Semitism is a
thing and it was growing significantly
even before all of this. And
Yeah, so you tried to report before
before
October 7th that I was like, what what?
Uh it had not made my radar. Why do you
think it was going up before their
response to the attacks?
I I think social media um was a big
component of it. I I think
media though push
an anti-Semitic
stance? Tr- traffic in white
nationalism, traffic in um
anti-Semitism, making it so much easier.
You're not going to a physical meeting.
You're digesting this information
yourself. A lot of people don't want to
do this sort of stuff publicly. You're
making it so much easier for people to
blame the Jews for stuff. People that
might have some of those thoughts
occasionally internally that they don't
share and suddenly they have a Reddit
board that they can connect on. Suddenly
they have memes that they can post and
listen to. They're people they can
follow.
I I do think that matters a lot.
So, I mean clearly, um I think that's a
big piece of it. And I mean you look at,
you know, the the the uh
that crazy person behind the Tree of
Life massacre and and what these what he
was digesting. Uh you look at, you know,
whenever you see um the manifestos
that are being put together uh by by so
so many of these people that are
engaging in mass shootings. And you find
that their their minds have been filled
with this incredibly horrible
disinformation, great replacement theory
and all of this stuff. And okay, it's
not all social media. Well, I guess
Tucker Carlson's on social media now,
but before that he was on Fox. Uh he was
part of it, too. There were a lot of
people that were traffic trafficking um
in in incredibly anti-human
um and and truly dangerous
um information um and and and motivating
angry young people
um to become far more toxic.
I I I I think that's what we're looking
at.
Mhm.
Okay, so then um I have a really uh
simplistic take, but I think this is
bulletproof on
um not how you get to
um
stopping the current conflict between
Israel and Hamas, but uh what the
solution must be. I think by its nature
the following statement is true. The
only way you're ever going to end that
conflict is to create
a situation where
Palestinians have so much economic
opportunity that they believe their
children's future will be brighter than
theirs. And I have a feeling I have a
belief a base assumption that the way
the human mind works, when you believe
that to be true about your kids, all of
a sudden your focus just goes to that.
I'm going to
help make sure that my kids' life is
better. Now, when you believe that the
only way to do that, because you don't
have economic opportunity, is to kill
the person that's holding you down, then
all of a sudden the ideology of the
religions and all that stuff comes into
play and and you use that as a
galvanizing force, but it actually isn't
thinking through this in real time. Bear
with me, everybody. Uh that actually
isn't the cause. That is the the thing
that you use to um the story that you
use to bring everybody together to
galvanize on. But what's what's actually
going on under the hood
is that you don't believe your children
have a future, and you need a thing you
can do to get you that. And when the
when the right answer is educate my
kids, work really hard, give them an
opportunity, you do that. When the
answer is attack
uh the person you believe to be the
oppressor, then you do that. And so um
I'm I read this book called Silk Roads.
I don't know if you've read it. Man,
you'd have a way better uh take on it
than me. Uh but it it lays out a really
fascinating look at history, and it goes
through this period, I forget what
years, but I think before a thousand AD,
uh where um Jews and um Muslims got
along just fine. And the way the author
explained it, and forgive me, I'm
forgetting his name, but the way he
explained it was when a when a society
is confident in its own identity and
secure in its future, it's completely
welcoming and tolerant. And it is only
when it loses its sense of who they are,
what they stand for, and they become
insecure about their future, that now
all of a sudden you need somebody to
hate.
Man, I really feel like that's right.
Now, I get it that that is so simplistic
from a this is all we have to do. Doing
it will be brutally difficult. But my
thing is if you put a plan on the table
that does not involve economic
opportunity that allows people to really
feel like, "Oh my god, if I really work,
my kids' life will be amazing." If you
don't do that, you will never solve this
problem. Yeah, I look I I I think that
there were a lot of people
that believed that the Middle East was
getting resolved
uh because Israel had peace and broke
through with the UAE
and Bahrain and Morocco, the Abraham
Accords, and then the Chinese
facilitated Iran and Saudi Arabia
opening and normalizing. And then the
fight that happened between Qatar and
the UAE and the Saudis, the Gulf
Cooperation Council splitting up, that
got fixed. So, I mean, people were
feeling, "Hey, the Middle East is like,
you know, we're seeing momentum. We've
got peace." And of course, the problem
was that those millions of Palestinians
were feeling like everyone had forgotten
about them. They had no future, no
opportunity, uh hunger in Gaza, no
proper education, no ability to travel,
no ability to have a proper employment,
certainly no opportunity for the kids.
And in the West Bank, the Palestinians
losing more and more and more territory
illegally settled by the Israelis.
Um and so, you know, we may have stopped
talking about the Palestinians, but the
Palestinians didn't stop hurting. In
fact, they were getting angrier and
angrier and angrier. And that does not
in any way justify anything that has
happened uh in terms of Hamas.
Uh I mean, that the the acts of October
7th were heinous.
And Hamas is a terrorist organization,
and I agree they should be destroyed.
But you're it's not surprising
that lots of Palestinians will turn to
violence
when they have no opportunities afforded
to them and their children.
So,
the the future
requires
that the Palestinians have a place
that not only they can govern,
but that they can make lives for
themselves. And and that means the West
is going to have to invest,
and most importantly, the Gulf states
who are super rich
are going to have to invest, but the
politics have to be made feasible for
that investment to take place.
And the Israelis have to have security
that allows that investment to take
place. So, there are a lot of moving
pieces, and there's a lot more incentive
now
for the Americans and the Gulf states
and even a lot of Israelis to take that
seriously in a way that everyone hadn't
bothered. I mean, the Saudis were about
to normalize with Israel before October
7th, and they didn't demand a two-state
solution. They just wanted some window
dressing. Let's just give the
Palestinians some money because the view
was, "Hey, it's not urgent. So, as long
as we show our people that we're we're
care about the Palestinians, we don't
have to fix anything." They're not
saying that now. Now they're saying,
"No, we we've actually got to do some
serious work so that this doesn't happen
again."
Like, the Saudis are saying never again,
right? And that's important. So, if you
get everyone in the region saying never
again and they put their money where
their mouths are,
and they're willing to expend some
political capital, then you have a
solution. But but you know, let's also
keep in mind that the Israelis have
themselves been super radicalized by
October 7th. A lot of those young people
that were tortured and raped and killed
were the most progressive. They were in
a dance rave. This wasn't These aren't
the settler populations. These are the
people that most wanted peace with the
Palestinians. And now you killed them,
and you killed their kids. And so,
they're they They super angry, and they
are very strongly in favor of more
military action against the radicals.
And if a bunch of a bunch of civilians
get caught up in it, well, that's the
fault of Hamas, too.
And and the Palestinians, I mean, when
you've done what you've done to them
over the last 4 months, right? I mean,
we're talking about tens of thousands
that have been killed. We're talking
about, you know, over a million that
have been displaced.
Um I mean, you've leveled big pieces of
Gaza completely unlivable. It's going to
take a long time to get over that.
Uh it's going to take a It's not just
about investing
in Gaza. It's also about finding a way
to build trust
um and connect bridges that have been
completely blown up. So, this is a
That's why I'm saying I'm not I think
there is a path, but I don't pretend to
be optimistic about that path.
Mm. Yeah. Yeah, that that makes too much
sense.
The Ukraine situation is very similar.
Like, even if you give them a state that
works with and it's reconstructed,
they're still going to hate the Russians
for a very long time. And I mean, like,
hate in a genocidal kind of way. Hate
the way the Armenians hated the Turks
after the genocide, right? And that's a
dangerous when you radicalize that many
people, that's a dangerous environment.
Like, what's the likelihood that in 5
years' time there's going to be an IRA
type Ukrainian paramilitary organization
that's just trying to blow up Russians.
I think it's fairly high that that's
going to happen
given what's just occurred over the last
2 years.
Yeah, so uh and then I share that
concern. Um I try to be optimistic. I
think things rarely work out as poorly
as you fear they might. And so, um I
will pose a question knowing that
somehow, someway, I believe that we're
going to avoid it, but I'd love to hear
a thoughtful take. How What are the
potential guardrails that if um you get
Israel just will not back down. Uh
Ukraine, let's say Trump comes into
power, Ukraine it gets divided. Uh NATO
begins to back off cuz they realize the
US is no longer um going to be the the
big dog there. Uh
the Houthis keep going and so we end up
bombing directly uh Yemen. Uh we get
into an open conflict with Iran.
Uh
China sees their opportunity to if the
the I I don't know if he got elected or
not, but I know that there was a
pro-independence
person running for election in Taiwan.
Like
there there are so many things on the
table right now that speak to
instability.
What are the guardrails that stop us
from ending up in World War III?
Well, I mean, first of all, um one
guardrail is that the Russians are very
uninterested in getting into a fight
with a NATO country directly.
And and that's how you get real conflict
between nuclear-armed powers. Um when,
for example, uh when there was a uh a a
rocket that went just across the
Ukrainian border into Poland and killed
two Polish um
villagers. I think they were farmers.
Um the it turned out that it was um a
Ukrainian uh
defense air defense missile that that
misfired. But the Russians did
everything they could immediately to
show photographs and whatnot to say,
"Hey, hey, hey, hey, this wasn't us.
This wasn't us." Where you can imagine
the Russians who are angry that the
Poles are facilitating all these weapons
to be sent to Ukraine um to use against
Russians, you know, might have said
nothing or might have even, you you said
said, "Well, so what?" I mean, you know,
that this is what happens. If you're
going to send all these missiles and
kill our citizens, then you know, you're
you're basically a belligerent in the
war. They didn't do that. They they've
been very careful not to get involved in
a direct war against NATO. So, I mean,
you know, the lessons should be learned
is Ukraine not in NATO? That's why
they're vulnerable to the Russians
killing them. That's why Finland and
Sweden wanted to join NATO is because
they understand that that actually means
something that after 2014 when the
Russians came into Crimea, you know,
maybe the West should have responded
more seriously than they did. You know,
so that's a guardrail. Um
a second guardrail, the two most
powerful countries in the world, US and
China, really don't want a crisis.
They just don't. They're trying very
hard to keep uh a a any any conflict
limited from escalation. That's why
you're seeing all the
military-to-military engagement that has
recently started up again. Um that's why
since mid-October the uh Chinese decided
to stop with all of their near miss
overflight next to American aircraft uh
that were doing exercises and uh freedom
of navigation patrols uh off of the
Chinese border in international airspace
uh avoiding the potential for direct
conflict. Um part of that is because the
US knows that they're dealing with two
wars and they don't need any more
fighting. Part of it is because China
has economic problems and it is trying
to ensure that not everyone leaves China
in terms of investment and
geopolitically in Asia, uh they're
driving a bunch of countries towards the
United States on security. India,
Indonesia,
uh Japan, South Korea. I mean, all of
these things. So, um I think that's a
guardrail.
Um
but those guardrails
do not prevent these wars from getting
worse. They prevent World War III,
but they don't prevent the wars from
getting worse. So, the US conflict
US versus itself in 2024, there's
nothing preventing US institutions from
continuing to deteriorate. There's
nothing stopping US democracy from
experiencing a much worse crisis. We
don't have guardrails against that.
Unfortunately, we should, we don't. Um
there are no guardrails that are
preventing uh Zelenskyy from losing
power,
from more of Ukraine being taken over by
Russia. There are no guardrails right
now that are preventing the war between
Israel and Hamas from spilling over more
broadly into the Middle East. So, as
much as I think the likelihood of global
war is thankfully actually very low,
the likelihood that these serious
conflicts are going to continue to
intensify is actually very high.
Yeah, that is uh that's very
nerve-wracking and uh I am reminded why
you call this the Voldemort of years. Um
so,
let me ask
if Trump gets elected,
is that an existential threat to
democracy?
Um
I think that if Trump is elected,
there will be a permanent amount of
damage done to the US
political system
that will be very hard to come back
from.
Uh I do not believe the US will become a
dictatorship.
I certainly don't believe we'll see
civil war,
but I think the US political system will
look more like something between Poland
and Hungary. And what I mean by that is
that rule of law will take a structural
hit.
Um the party in power will end up with
structural advantages that will make it
very hard for the opposition to come
back.
It will make it very hard to have free
and fair elections um that can be
contested effectively. So, right now
we can have a free and fair election but
the majority of American people have
questions.
And a significant minority of the
American people think it's fake.
The people that lose.
But we can still have them.
I think if Trump wins there is a
reasonable chance that it will be
materially harder to have a free and
fair election in the United States. I
think that's a big problem.
Do you think that the government is
being um
weaponized against Trump right now?
Um I think that there are some decisions
that have been made
um that are politically unjust
against Trump.
Um I think that
it is that does not describe a strategic
effort of the Biden administration
across the board. But for example, um I
believe that the uh felony case in New
York
on financial charges brought against
Trump
is an illegitimate case.
And I've had that conversation with
high-level Democratic attorneys who
agree. Uh a politicized case that would
be a misdemeanor if it was a regular US
citizen, but because it's Trump, it has
been raised to a felony. I think that is
unjust. I think that is a weaponization
of the US judicial system against the
former president.
Um I think the Washington and Georgia
cases are completely just and have
merit.
Um
I think that uh
there has been a level of disinformation
um against Trump from some political
figures on the Democratic Party um that
run with headlines without doing
research and then end up looking stupid
as a consequence.
Um and I think that unfortunately, like
if you've got 91 indictments and most of
the cases legitimate, but one of them
really isn't um
that really hurts your ability to make
the argument on the other cases. It's
like you said before, you know, if
you're caught in a lie once in this
environment, people are going to
mistrust you on all of those other
cases, even though your reputation has
been sterling in those other cases,
right? Um I think that the Colorado
decision um Supreme Court decision to
try to throw Trump off the ballot and
Maine as well, I think was illegitimate.
Um I mean, it'll be overturned in the
Supreme Court in my view
uh but I mean, Trump whether or not you
consider Trump an insurrectionist he was
he's was indict he was impeached for
insurrection.
He was not convicted. That was
overturned.
And there are none of the indictments
that he is presently facing are charging
him for insurrection. So, I don't
understand what the taking him off the
ballot for me, that was politicized
um by the Colorado Supreme Court. And I
I I I I
if I were a Trump supporter um that
would seem unfair to me. That would seem
like a witch hunt to me. That would
motivate me to fight against these guys,
right? Um
but I also believe that Trump did
everything he could to actually overturn
a free and fair election. Did everything
he could. And he failed.
But if he could have succeeded, he would
have succeeded. And I I cannot I mean
the fact everything I just told you does
not compare.
These are not, you know, apples and
apples we're talking about. I mean,
you've got a guy, the former president,
that tried to overturn a free and fair
election. That's foundational to
American democracy. And in any
well-functioning democracy, if that guy
is trying to run for president and looks
like he's going to win, that should be
the number one issue you're discussing.
Right? Because it that's a bigger deal
than anything else. It's a bigger deal
than the economy. It's a bigger deal
than the border. It's a bigger deal than
abortion. It is literally the biggest
deal in a well-functioning democracy.
There's only one problem, and that is
that the United States is not a
well-functioning democracy. So, it is
not the biggest deal because people
don't think it's the biggest deal.
That's a problem. They don't value
the facts or the democracy the way they
need to.
Yeah, that's a that's a big can of worms
with uh in terms of what we value.
Do you think that when Nixon uh was
caught doing something illegal that the
way that they handled that by pardoning
him so the country could move on was the
right answer?
Yes, absolutely. And I would hope that
if um Biden wins and Trump is going to
jail uh that he would pardon Trump. I
think that would be the right thing to
do for the country.
Yeah, that's really, really interesting.
I I only have the question, I don't have
an answer, but I will just say
off-ramps, everybody. Off-ramps, whether
you're talking about Putin, whether
you're talking about the Palestinians.
Got to have them. Got to have them. Yep.
Ian Bremmer, it is always a pleasure.
Where can people follow you? Uh they can
follow me Ian Bremmer on Twitter, uh
gzeromedia.com
with like our regular newsletter that
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me up, you'll probably find me
someplace.
I love it, man. Thank you so much for
taking the time. Everybody, if you have
not already, be sure to subscribe. And
until next time, my friends, be
legendary. Take care. Peace.
If you liked this conversation, check
out this episode to learn more. When
when I hear people say it doesn't feel
like World War III has started.
World War II, when it started, also
didn't feel like World War II had
started for America. If you recall,
America didn't get involved in World War
II until after all of Europe had
basically been involved.