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Diplomatic Failures and the Unsuccessful Campaign to Quell Iran. Guest: Peter Berkowitz. Berkowitz criticizes the administration for failing to prepare the American public for the Iranian conflict through major policy speeches. He highlights a split between Vance's negotiations with Iran and Rubio's Israel-Lebanon framework. Finally, he compares the current MOU to failed Gaza deals, suggesting the IRGC will never abandon its core mission of war. 81787
SCHEDULE OF THE JOHN BATCHELOR SHOW, 6-30-261893 HMS INFLEXIBLEThe Sloppy Memo of Understanding and Iran's Control of the Strait of Hormuz. Guest: Jonathan Schanzer.Batchelor and Schanzer discuss a "sloppily" written Memo of Understanding that allows Iran to project control over the Strait of Hormuz. Schanzer notes that while shipping continues, markets remain anxious because Iran is effectively holding international energy hostage. He criticizes the international community's lack of response to this global threat. 1Indefinite IDF Deployments in the Levant and the Strengthening of Turkey. Guest: Jonathan Schanzer. Schanzer explains that the IDF will remain in Lebanon and Syria indefinitely to destroy Hezbollah's massive underground tunnel complexes. He notes that Marco Rubio negotiated a framework emphasizing Lebanese sovereignty. Additionally, Ambassador Tom Barrack is reportedly pressuring Israel while seeking to empower Turkey as Iran's regional influence weakens. 2Volkswagen Layoffs and the Debate Over German Military Conscription. Guest: Judy Dempsey and Thaddeus McCotter. Judy Dempsey reports on the crisis at Volkswagen, where 100,000 workers face layoffs due to the global shift toward electric vehicles and Chinese competition. These layoffs will ripple through Germany's network of small suppliers. Thaddeus McCotter and Dempsey discuss how these economic shifts compare to the American auto industry's transformation. 3The Ankara NATO Summit and Ukraine's Offensive Against Russia. Guest: Judy Dempsey and Thaddeus McCotter. Dempsey and McCotter preview the NATO summit in Ankara, which Donald Trump may attend to reward President Erdoğan with fighter jets. The conversation highlights Ukraine's successful drone strikes on Russian refineries and resupply lines. Putin faces pressure from both domestic hawks and a population suffering under war-induced rationing. 4The Escalating Persecution of Christians Within the Islamic Republic of Iran. Guest: Mariam Wahba. Mariam Wahba describes how the Iranian regime is using current regional tensions as a pretext to clamp down on domestic Christians. The regime specifically targets converts, labeling them as "Zionist" mercenaries and national security threats. Imprisonment of Christians has surged sixfold as the regime seeks scapegoats for its international military setbacks. 5Iranian Drones and the Proxy War in the Sudan Conflict. Guest: Mariam Wahba. Wahba reports that Iranian drones are fueling a stalemate in Sudan's brutal civil war. Iran sells these weapons for revenue and to gain potential port access on the Red Sea near the Houthis. Egypt is intervening to prevent Islamist victories on its border, while the conflict devolves into a multi-power proxy war. 6Critiquing the 14-Point Memo of Understanding and Operation Epic Fury. Guest: Peter Berkowitz. Peter Berkowitz analyzes the 14-point Memo of Understanding, contrasting Secretary Marco Rubio's "peace through strength" approach with Vice President JD Vance's "restraint." He argues "Operation Epic Fury" failed because it did not secure the Strait of Hormuz before the ceasefire. Berkowitz notes that the administration's goals for the Iranian people became confused during operations. 7Diplomatic Failures and the Unsuccessful Campaign to Quell Iran. Guest: Peter Berkowitz. Berkowitz criticizes the administration for failing to prepare the American public for the Iranian conflict through major policy speeches. He highlights a split between Vance's negotiations with Iran and Rubio's Israel-Lebanon framework. Finally, he compares the current MOU to failed Gaza deals, suggesting the IRGC will never abandon its core mission of war. 8The UK's Changing Guard: Andy Burnham and the Defense Budget Black Hole. Guest: Gregory Copley. Gregory Copley discusses the rise of Andy Burnham in Britain following Keir Starmer's "complete detachment" from the electorate. Burnham must address a massive 45-million-pound black hole in the defense budget. The discussion also covers the intractable problem of illegal immigration across the English Channel and the lack of cooperation from France. 9Chilly Conflicts and Fractured Leadership in the Strait of Hormuz. Guest: Gregory Copley. Copley describes the current situation in the Strait of Hormuz as a "chilly conflict" where Iranian leadership remains fractured and indecisive. While supertankers sail through, both the US and Iran are using the ceasefire to rebuild their depleted arsenals. Copley notes that the IRGC is increasingly taking power away from Iran's clerical leadership. 10Global Defense Shifts in a Multipolar World and the End of Intervention. Guest: Gregory Copley. Copley examines the shift toward a multipolar world as countries like Canada and Turkey reduce their dependency on US weapon systems. This "reversion to sovereignty" allows middle powers to play a more independent role. Copley observes that the US is stepping back from its role as the "cop on the beat" except in existential matters. 11King Charles III and the Revitalization of the Royal Navy. Guest: Gregory Copley. Copley highlights King Charles III's personal connection to the Royal Navy and his efforts to revitalize the service. Despite budget constraints, the UK is building new capital ships and submarines to maintain maritime power. The King's involvement is seen as crucial for maintaining military morale and national defense during periods of governmental incompetence. 12Disparate Impact, Merit-Based Admissions, and Federal Contracting Reforms. Guest: Michael Toth. Michael Toth discusses the historical use of "disparate impact" as a mechanism for discrimination in university admissions. He details the current administration's efforts to root out racial preferences in federal contracting. Toth argues for a return to merit-based standards to restore the principle of equal justice. 13The Mystery of Third-Party Litigation Finance and its Taxation. Guest: Michael Toth. Toth explains the emergence of third-party litigation finance, where external financial institutions fund tort cases against American companies. He notes this practice is uniquely American and creates a new market for legal conflict. Toth recommends that the Treasurytax these business gains at ordinary income rates rather than treating them as capital gains. 14Domestic Politics, Midterm Perils, and the SAVE Act. Guest: Thaddeus McCotter. Thaddeus McCotter analyzes the upcoming midterms, noting that Democrats have reframed "inflation" as "affordability" to distance themselves from economic policies. He discusses the internal "civil wars" within both parties, including the rise of Democratic Socialists and divisions within the MAGA movement. The "SAVE Act" is highlighted as the president's primary political solution. 15Affordability, Energy Prices, and the Short-Term Gains of Midterm Politics. Guest: Thaddeus McCotter. McCotter observes that all foreign policy eventually becomes domestic, especially through the lens of energy costs. He warns that the administration might prioritize short-term gas price relief over long-term strategic interests in the Middle East. Consequently, providing sanctions relief to Iran could allow the regime to continue funding global terrorism and its nuclear program. 16
Edmund Fitton-Brown and Bill Roggio discuss the instability of the Iran MOU and the upcoming Doha talks. He contrasts this with a balanced Israel-Lebanon framework that aims to marginalize Hezbollah. However, the MOU's vague language allows Iran to claim legitimate control over the Strait of Hormuz. 121950
SCHEDULE JOHN BATCHELOR SHOW, 6-29-2026.1950Hussain Haqqani and Bill Roggio discuss the fragile US-Iran ceasefire and a flawed memorandum concerning the Strait of Hormuz. Roggio argues the agreement effectively grants Iran control, while Haqqani notes GCC countries feel excluded and wary of de-escalation on Iranian terms. The US lacks a plan to force Iranian understanding of consequences. 1Hussain Haqqani and Bill Roggio examine regional dynamics, noting the Iranian system remains unchanged despite the Supreme Leader's death. Haqqani describes the US-Iran memorandum as a "damp squib" that ignores fundamental security issues. Roggio suggests Saudi Arabia feels "stuck" with the US but may reconsider its primary regional backing. 2Ernesto Araújo addresses the Venezuelan earthquake and the Maduro regime's inability to manage the crisis, calling leadership a "gangster gathering." He sees international aid as a chance for accountability and renewal. He also questions why the US hesitates to allow democratic leader María Machado to return home. 3Ernesto Araújo discusses recent democratic victories in Colombia and Peru, characterizing them as a rejection of organized crime and socialism. He criticizes media bias for framing these shifts as a "right-wing drift" while ignoring the deep-seated corruption of regional leaders like Lula da Silva. 4Jonathan Schanzer and Bill Roggio analyze Iran's perceived "escalation dominance" in the Strait of Hormuz after the US lifted its naval blockade. Schanzer argues Iran uses the waterway as leverage to derail nuclear talks. Roggio critiques the US admission that there is no military solution to the waterway. 5Jonathan Schanzer and Bill Roggio investigate reports of damaged historic sites in Iran, suggesting they are Iranian information operations. Schanzer explains that many sites were actually torched by protesters rejecting Islamism. He also notes the morality police are doubling down on control following recent ceasefire stunts. 6David Daoud explores the Israel-Lebanon security deal and the IDF's destruction of a major Hezbollah arsenal. Daoud explains the concept of "pilot zones" where the Lebanese Armed Forces must perform demonstrably before territorial expansion. He notes Hezbollah wants a pragmatic end to pain but rejects normalization. 7David Daoud and Bill Roggio analyze "pilot zones" as a mechanism to hold Lebanon's feet to the fire regarding Hezbollah's disarmament. Daoud warns that if the US prioritizes quiet with Iran, these zones could become pressure tactics against Israel rather than mechanisms for actual Lebanese performance. 8Richard Epstein critiques the Supreme Court's 6-3 decision allowing the President to fire independent commission heads. Epstein argues this undermines the separation of powers between prosecution and adjudication. He warns that "presidential accountability" is an illusion in such a unitary power structure. 9John Hardie and Bill Roggio report on Russian fuel shortages caused by Ukrainian long-range drone strikes on refineries. Hardie notes this crisis breaks Putin's "social contract" of stability for passivity. Despite economic trouble, Putin maintains maximalist war demands due to inflated military reports from his general staff. 10Edmund Fitton-Brown critiques the UN's "toxic obsession" with Israel and its lack of evidence regarding genocide claims. Fitton-Brown highlights how China and Russia manipulate the UN system to avoid scrutiny. He notes Israel is uniquely targeted by permanent commissions while worse regimes go free. 11Edmund Fitton-Brown and Bill Roggio discuss the instability of the Iran MOU and the upcoming Doha talks. He contrasts this with a balanced Israel-Lebanon framework that aims to marginalize Hezbollah. However, the MOU's vague language allows Iran to claim legitimate control over the Strait of Hormuz. 12Henry Sokolski examines the stalemate over Iran's nuclear program following a previous B2 raid. Sokolski notes Iranrefuses IAEA inspections at damaged uranium enrichment sites. He warns of massive plutonium risks at the Bushehrplant and calls for public hearings on regional nuclear restraint. 13Ahmad Sharawi documents Hamas's presence in Turkey, where senior operatives enjoy sanctuary to plot attacks in the West Bank. Sharawi notes Turkey provides a permissive environment to weaken Israel's regional freedom. Hamas maintains leadership and financing networks despite being whittled down in Gaza. 14David Maxwell and Gordon Chang analyze North Korea's "salami slicing" strategy in the DMZ designed to normalize its activities. Maxwell warns Kim Jong-un seeks to divide the US-South Korea alliance. He urges a superior political warfare strategy to expose and strangulate North Korea's malign activities. 15Gordon Chang challenges China's manufacturing numbers as "science fiction" and the promotion of robotics to hide massive youth unemployment. Chang explains that Xi Jinping prioritizes manufacturing over consumption to keep the population dependent. He also warns of rising state-promoted xenophobia against foreigners. 16
MeidasTouch host Ben Meiselas reports on Donald Trump's health collapsing as he escalates the disastrous war in Iran and rips to shreds the MOU. Visit https://meidasplus.com for more! Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast Cult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices
Sign up for my next FREE A.I. class here: https://tombilyeu.com/leverage-ai-july-9?utm_campaign=ai-masterclass&utm_source=x&utm_medium=social&utm_content=post-260407-1ITU: Ready to break through your biggest business bottleneck? Apply to work with me 1:1 - https://impacttheory.co/SCALEWelcome back to The Tom Bilyeu Show with cohost, Drew, where we dive deep into the world's most pressing news and the underlying mechanisms shaping our society. In today's packed episode, Tom unpacks the latest geopolitical escalations between the U.S. and Iran, analyzing the breakdown of negotiations and the growing risk of conflict in the Middle East. We'll also cover Ukraine's relentless strikes on Russian oil infrastructure, and what it means to back a nuclear-armed dictator into a corner.Shifting focus to domestic policy, Tom breaks down the California billionaire wealth tax—what it signals about America's political climate, why it may have disastrous economic consequences, and the mechanisms behind rising resentment toward the billionaire class. The conversation explores both sides of the wealth tax debate, addressing the emotional and practical grievances fueling the populist moment.We'll also tackle Europe's deadly heat wave, examining how draconian regulations and lack of innovation are costing lives, plus a bizarre turn as China trolls Europe with air-conditioned pig pens. And as always, we spotlight stories that reveal deeper cultural trends—from citizen vigilantes in Mexico to rampant fraud in American government spending.Get ready for a thought-provoking journey through policy, economics, and the psyche behind the headlines—because understanding the “why” is the first step to creating real impact.Chapters:00:00 MOU dispute over the Strait07:17 US-Iran conflict analysis14:42 Skepticism on Iran negotiations20:28 Tensions and grievances with Iran22:06 Alienating Allies and Regional Impact31:16 Russia's WWII sacrifice and impact36:47 Newsom positioning for 2028 election37:52 Economic influence of billionaires46:16 AOC on wealth inequality52:39 Frustrations with the economy57:41 Impact of Budget Policies on Workers59:42 Discussing job market leverage01:09:18 Taxing inherited assets fairly01:15:06 The fisherman's simple lifestyle01:19:54 History repeats and innovation's role01:25:59 France's excess deaths and AC debate01:26:56 Innovations in tackling climate change01:34:34 Fraud in NGO funding01:39:47 Ad hominem attacks in populism01:42:47 Promoting the AI masterclassSponsors:Truemed: Check your eligibility and start saving at https://truemed.com/impactEthos: Get a free quote at https://ethos.com/impactIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactATT Business: Switch to AT&T Business at business.att.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Europe's equity rally has surprised many investors. Our Europe Head of Research Product Paul Walsh and Chief European Equity Strategist Marina Zavolock discuss potential outcomes of the broadening market.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research Products here in Europe. Marina Zavolock: And I'm Marina Zavolock, Chief European Equity Strategist. Paul Walsh: And today, we're looking at whether European equities have more room to broaden – as markets assess the implications of a potential U.S.-Iran deal and a reopening of the Strait of Hormuz.It's Monday, June the 29th at 10am in London. Marina, it's always great having you on. And for our listeners out there, I think they'd be interested to hear that if we look at Europe's performance year-to-date, it's now on a par to the S&P. So, both indices are up somewhere between 7 and 8 percent year-to-date. So, Europe is starting to stage something of a comeback from the conflict lows. And so, what's driving this? And are we beginning to see inflows into Europe again? Marina Zavolock: So, I'm going to give a two-part answer to this. Firstly, Europe has a lot of the same exposure as the U.S., so that is part of the reason… I know that Europe has this kind of reputation for not having a lot of tech exposure; but we do have tech exposure… Paul Walsh: We do. Marina Zavolock: Not to the same degree as the U.S., but, let me just give you some numbers here. So, we have a number of sectors heavily exposed to the AI CapEx boom. These are led primarily by the semis sector in Europe, tech hardware, cap goods, and metals and mining; specifically, copper has a link to AI as well. And those sectors, let's say roughly they make up at this point about 15 percent weight of our index. And if you look at that year-to-date performance that's on par with the U.S., almost 90 percent of it is made up from these sectors.Paul Walsh: Yes. Marina Zavolock: So, these sectors have moved just as aggressively as many of the AI pockets within the U.S. That's the answer that's kind of similar to the U.S. The answer that's a bit different is that we get from time to time, over the years actually, but we had a very big one earlier this year. We get these waves of interest in Europe because investors start to think about diversification. So… Paul Walsh: That's right. The broadening. Marina Zavolock: Yes. So, they... And we've called for broadening recently on the back of this, Iran-U.S. MOU. But this broadening has other drivers as well. So when we felt this wave of interest in diversification, and we saw the flows coming into Europe earlier this year, the driver was initially because the Mag7 was kind of going choppy and sideways. So, that just drove diversification out of Mag7 and into equal-weighted S&P, but that also always benefits Europe. Or tends to benefit Europe. But also, we had this wave of interest in real assets earlier this year; and Europe has a higher share of real assets than the U.S. Now, at this moment, I am sensing that we are getting that pickup in broadening interest once again from my feedback with investors. You had this MOU, which was the initial trigger. You have oil prices, broadly, they're falling. That's helpful as well. But I think the biggest driver of what's driving this diversification interest at this moment is actually the volatility that we're seeing in the AI complex. Paul Walsh: Mm. Marina Zavolock: So, what a lot of the feedback I'm getting these days from investors that are coming back to Europe after focusing primarily on the U.S. is, ‘Look, I have a lot of AI in my portfolio. I like my AI exposure. I'm not looking to get rid of it or to sell it, but incrementally, I'm a little bit worried about this volatility. And I'm looking to broaden my exposure. What do you like in Europe to help me diversify away from this kind of volatility that we're seeing now?' Paul Walsh: And I think that's a great segue, Marina, to my second question, because with Europe having really kept pace with the S&P year-to-date, the question that really is going to be asked is the sustainability of that relative performance. And when we think about a backdrop here in Europe of pretty low economic growth, the market continues to be worried about rate hikes given recent inflationary dynamics. And as you've articulated there, tech has played a very significant role here in Europe as well in terms of driving markets higher. So, you've alluded to it in a few of your comments already, but how sustainable do we see this as being? Marina Zavolock: It depends on AI, to be honest with you. So, if AI starts to really move up at an aggressive pace like it was earlier this year, then it's hard for Europe to outperform given our exposure. But if that starts to move up at a more moderate pace, Europe has a chance to do very well. Paul Walsh: Mm. Marina Zavolock: I think there's a lot of misperceptions when it comes to European equities. And outside of AI, actually there's quite a lot of strength. So, misperception one, you've mentioned it, which is basically: Oh, look at our PMIs, look at our GDP growth. Why bother with European equities? I think this is maybe what some U.S. investors may think. But just like in the U.S., the equities market, and maybe even more so, the equities market in Europe – it is not the economy. Paul Walsh: Mm. Marina Zavolock: So, we just published our global exposure guide over this past weekend, which Morgan Stanley has been running 29 iterations of this guide. Europe's exposure to Europe is pretty much at historical lows over decades. Europe's exposure to Europe as a percent of revenues is now 45 percent of revenues … Paul Walsh: Yeah. Marina Zavolock: ... is European exposed. The rest is very global, including the U.S. Um, Europe, uh, Of that 45 percent domestic, a lot of that is banks, some defensive sectors. Only a very small sliver is actually consumer-oriented sectors that would see earnings downgrades on the back of ECB hiking, for example. So, I think people may also be surprised to know that consensus earnings growth for Europe this year is over 16 percent. Paul Walsh: Mm. Marina Zavolock: It's really healthy. Paul Walsh: It's pretty healthy. Marina Zavolock: I know the U.S. is over 20, but Europe is over 16 percent. These kinds of ideas of, you know – we have a shortage of energy and therefore our earnings are going to be down – they're misperceptions. Because actually, as long as oil doesn't spike to, I don't know, [$]150. If it stays within a healthy range, call it [$]70 to 90, that's actually a very good environment for Europe because we have a lot of real assets. We have the banks which benefit from higher inflation because they trade on the steepness of the curve. And we have some AI exposure. If you add up those three things, which all benefit from inflation, that's 60 percent of our earnings pie.Paul Walsh: Right. Marina Zavolock: Hence, Europe's actually doing really well. And I'll just mention one other thing. Earlier this year, we broke out of a structural downtrend discount; that range that we were trading in versus the U.S. So, for almost 10 years, Europe's discount was just going wider and wider and wider and wider. And as of January 1st, this year, on a like-for-like basis, so sector neutral excluding Mag7, we broke out of that structural downtrend, and we keep seeing a narrowing. Paul Walsh: Yeah. Marina Zavolock: So, if you're going to broaden, it actually makes a lot of sense to look at Europe, where we have these discounts, and we have value, and we have growth. Paul Walsh: Yeah. So, the point there being the relative valuation discount of Europe to the U.S. has been actually closing a little bit more recently. Final question from my side. You have obviously recently refreshed your sector model. We have talked about the broadening in our conversation today. What are you advocating to your clients out there in terms of relative sector preferences? Marina Zavolock: Yeah. So, we run a data-driven model. Just briefly, we look at things like earnings revisions breadth – works really well as a leading indicator in Europe; a leading indicator for future earnings as well. Consensus price target revisions breadth, balance sheet measures. We look at a number of different things, AI exposure. And basically, I'll just give you the top sectors in our model now. Semis number one, metals and mining number two, led by copper. Paul Walsh: Mm-hmm. Marina Zavolock: Banks number three. I think banks, for me, it's a key diversification play. Paul Walsh: Yes. Marina Zavolock: A big differentiator. And trading on 10 times PE with very high distributions, buybacks and dividends, low teens earnings growth upgrades. Front of the line on AI adoption and seeing that ROI coming through. Cap goods, number four, that's also led by AI exposure. Paul Walsh: Yeah. Marina Zavolock: And then I'll just mention lastly, utilities is an overweight as well. That's also a little bit AI linked, but very, very under-owned; lagging the trends we've seen in the U.S. And broader based in terms of the positives there because we also have this drive for renewables, which is coming back. Paul Walsh: Marina, always, we value your insights highly. Thanks as always for taking the time to talk. Marina Zavolock: Great speaking with you, Paul. Paul Walsh: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen. And please do share the podcast with a friend or colleague today.
MeidasTouch host Ben Meiselas reports on Donald Trump going silent and hiding on Sunday as the MOU with Iran collapses. Go to https://Ground.News/MTN to cut through misinformation, critically analyze the news shaping our lives and hold the media accountable. Save 40% off unlimited access to Ground News with my link or scan the QR code on screen. Visit https://meidasplus.com for more! MeidasTouch relies on SnapStream to record, watch, monitor, and clip the news. Get a FREE TRIAL of SnapStream by clicking here: https://go.snapstream.com/affiliate/meidastouch/meidasnews?utm_campaign=4490308-affiliate2025&utm_content=customerpartner Support the MeidasTouch Network: https://patreon.com/meidastouch Add the MeidasTouch Podcast: https://podcasts.apple.com/us/podcast/the-meidastouch-podcast/id1510240831 Buy MeidasTouch Merch: https://store.meidastouch.com Follow MeidasTouch on Twitter: https://twitter.com/meidastouch Follow MeidasTouch on Facebook: https://facebook.com/meidastouch Follow MeidasTouch on Instagram: https://instagram.com/meidastouch Follow MeidasTouch on TikTok: https://tiktok.com/@meidastouch Learn more about your ad choices. Visit megaphone.fm/adchoices
MeidasTouch host Ben Meiselas reports on Donald Trump's 12:30 AM Meltdown as his war against Iran returns and he has fully violated the MOU by striking Iran multiple times since Friday. Visit https://meidasplus.com for more! Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast Cult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices
Ron breaks down the fine details of Trump's Iran deal, the MOU, and how the MOU is different from Obama's JCPOA. Since this episode was recorded, Iranian forces struck a cargo vessel in the Strait of Hormuz. In response, the U.S. struck Iranian missile and drone storage locations. At the time of release, we are still waiting to see if Iran will face consequences for violating the ceasefire agreement. Is this a step toward peace in the Middle East or a band-aid? With America 250 on the horizon, Ron takes a look at how Americans view their country, patriotism, and the definition of freedom. One poll shows a shocking gap between Democrats and Republicans. Finally, Ron answers some viewer questions on a variety of topics, including the World Cup, finances, and how to discipline a child. Check out David Barton's books: https://www.amazon.com/stores/author/B001JOZJUM Share the Arrows 2026 is on October 10 in Dallas, Texas! Tickets are on sale now at: https://sharethearrows.com Share the Arrows is sponsored by: A'del Natural Cosmetics: AdelNaturalCosmetics.com Range Leather: RangeLeather.com/ALLIE We Heart Nutrition: WeHeartNutrition.com Buy Allie's book "Toxic Empathy: How Progressives Exploit Christian Compassion": https://www.toxicempathy.com – Time Codes 0:00 Introduction 1:33 Trump's Iran Deal 17:15 Differences From Obama's Iran Nuclear Deal 23:23 America 250 Polls 40:48 Viewer Q & A – Today's Sponsors: Geviti | Go to gogeviti.com/allie and use code ALLIE for 20% off. Episodes You May Like: Ep 1348 | No Pay for Politicians During Shutdowns, Republicans to Gain Seats After Redistricting, and Advice to Go Debt-Free | Ron Simmons https://podcasts.apple.com/us/podcast/ep-1348-no-pay-for-politicians-during-shutdowns-republicans/id1359249098?i=1000768110421 Ep 1312 | Prophecy Fulfilled? Iran Strikes & the End Times https://podcasts.apple.com/us/podcast/ep-1312-prophecy-fulfilled-iran-strikes-the-end-times/id1359249098?i=1000753109932 --- ► Buy Allie's book, "You're Not Enough (& That's Okay): Escaping the Toxic Culture of Self-Love": https://alliebethstuckey.com/book ► Subscribe to the podcast: iTunes: https://apple.co/2UVssnP Spotify: https://spoti.fi/2FwkXxj ► Connect with Allie on Social Media: https://twitter.com/conservmillen https://www.instagram.com/alliebstuckey/ https://facebook.com/allieBlazeTV/ ► Relatable merchandise – use promo code 'ALLIE10' for a discount: https://shop.blazemedia.com/collections/allie-stuckey
MeidasTouch host Ben Meiselas reports on Donald Trump panicking as the Iran strikes backfire and the MOU has totally fallen apart. Visit https://meidasplus.com for more! Remember to subscribe to ALL the MeidasTouch Network Podcasts:MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcastLegal AF: https://www.meidastouch.com/tag/legal-afMissTrial: https://meidasnews.com/tag/miss-trialThe PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcastCult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassanThe Weekend Show: https://www.meidastouch.com/tag/the-weekend-showThe Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-showMajority 54: https://www.meidastouch.com/tag/majority-54On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellmanUncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices
Andy is flying solo today on The McCarthy Report, and his discusses the pitfalls and errors in Trump's MOU with Iran. This podcast was edited and produced by Sarah Colleen Schutte. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Our U.S. Public Policy Strategist Ariana Salvatore joins our Deputy Global Head of Research Michael Zezas to consider the consumer outlook and how it may impact the November midterm elections. Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Morgan Stanley's U.S. Public Policy Strategist. Michael Zezas: And I'm Mike Zezas, Deputy Global Head of Research. Ariana Salvatore: Today, we'll be discussing the consumer outlook, policy catalysts, and what it could mean for the 2026 midterm elections. It's Thursday, June 25th at 9am in New York. Mike, you're on the road, obviously not in New York City this week. Why don't you tell us a little bit about the conference that you're at, and then we can get into some of the topics that have come up in your conversations. Michael Zezas: Yeah. I'm down in South Carolina at Morgan Stanley's Captains of the Consumer Industry Conference, where we put together investors and leadership of key consumer companies in the U.S. to learn about each other in a more informal way, brainstorm… And it's been really interesting. We've had a lot of meetings with leadership from different prominent consumer companies throughout the U.S. And it's been really fascinating to hear how the consumer's been quite resilient. But in general, one pattern that sticks out is rising concern about lower-income consumers' behavior starting to lag in meaningful way higher-income consumers' behavior. You're starting to see substitution and sort of more selectivity amongst lower-income households, a pattern that began a bit last year as a lot of these companies would report with higher tariffs. That seems to have continued with higher gas prices driven by the conflict in the Middle East. So, there's a lot of discussion and concern about how durable it is. And in particular, if there are some policy choices here that might alleviate some of that pressure and bring some fundamental strength to what is a challenged segment of the consumer market right now. Ariana Salvatore: Let's talk a little bit more about tariffs. It's our economists' view that we've mostly gotten through the tariff pass-through. Is that the sentiment that you're hearing from corporates and the clients that you're talking to? Michael Zezas: It is. Well, it's certainly the hope. And I guess the follow-up questions here are: once some of the temporary tariff authority that was put into place after the Supreme Court struck down the use of IEEPA, will there be a restoration of those tariff levels? And will the USMCA negotiations create higher tariffs? So, Ariana, what's your thoughts there? Is there any concern for companies that they're going to start needing to deal with a re-escalation of tariff costs relative to what we experienced, say, last year? Ariana Salvatore: Yeah, I think to answer that question, we need to dig into this under the surface a little bit and understand what types of tariffs that we're talking about. So, to your question on the USMCA, we see that largely as a story of continuity, right? So, the USMCA exemption has been in place since the deal was signed, right? And since Trumpimposed those Section 301 tariffs, we think that's likely to stay the case. That means the vast majority of the goods trade between the U.S., Mexico, and Canada is right now not subject to the 301 tariffs. Now, on the other hand, we have existing Section 232 tariffs in place on not just sectors like steel and aluminum, but a bunch of other goods, too, and we're supposed to get more of those investigations wrapped up in the next week or so. So, on that front, I do think there could be some potential room for escalation, but more broadly speaking, we think the direction of travel is relatively stable, if not slightly lower, because, as you mentioned, the IEEPA tariffs that were replaced by the Section 122s have to get replaced again end of July, right? So that Section 122 authority was a temporary authority. The president is going to have to replace that with a mix of Section 232 and 301. It's been our view that when that happens, there could be some alleviation for very specific pockets of goods that fall into really neither bucket, right? So,they're not necessarily critical for national security, and they're coming from countries that are difficult to maintain a Section 301 investigation on. So, it's actually very nuanced under the surface. I would say in the aggregate level, what we think is that you're going to see the tariff rate stay somewhere around 8 to 9 percent on a headline basis; if not directionally, maybe a little bit lower throughout the course of this year. Michael Zezas: Got it. And I think that message has been music to the ears of a lot of these companies. And I've been doing these meetings with our chief economist, Michael Gapen, who has said that that's contributing to what he forecasts as being a meaningfuldeceleration in inflation into the end of the year. Certainly an inflation level lower than what the aggregate Fed forecast isat the moment. Another question that comes up is whether or not the recent decrease in oil prices, which should feed through into lower gasoline prices, is durable. If that's something that could be counted on, because obviously these companies are thinking about it being a potential tailwind to demand going into the second half of the year. How do you think about that, Ariana? Ariana Salvatore: The MOU that the U.S. and Iran signed, I would say was a welcome development for markets. But that being said, there are a number of paths to re-escalation, in our view. Really four things to keep an eye on, kind of outstanding questions or uncertainties. The first is on execution risk of the MOU itself. It's very light on details. We need to see more about how exactly the Strait of Hormuz is going to reopen, if there's going to be a servicing fee, a tolling regime, et cetera. That was a red line of the United States. But again, implementation there is a big question. The second is on the calibration or divergence between the U.S. and Israel in terms of their objectives. We identified that early in the conflict as a potential indicator of how long this could possibly last, and I think it's equally as important in assessing how long the ceasefire or the MOU could stay in place. The third thing I would say we need to learn more about is the role of Congress in all of this. So, some Republican lawmakers actually pushed back against the MOU, saying it didn't go far enough to advance U.S. interests. Now Congress has a more limited role when it comes to the actual MOU implementation itself. Remember, the JCPOA, the Iran nuclear deal in 2015, didn't go through Congress either. But Congress can exert some more power come the fall when we start talking about defense appropriations, right? The Pentagon is asking for $1.5 trillion. [$]300 billion of that is supplemental war funding. And so, I think if you see Republicans push back, that's going to be an easy forum for them to do so. And the last point is on the negotiations themselves. So, the MOU is a 60-day ceasefire throughout which both parties are supposed to be discussing the nuclear question. Now, looking back at historical context here, the JCPOA took about 20 months to negotiate start to finish. This is a very compressed timeframe, and again, obviously potential risk for escalationas we see these negotiations go on the next few months. So, Mike, I would say, like I said before, markets are definitely seeing this as a welcome development, but that doesn't mean it's without execution risk. Across the board, our outlook actually expected a normalization of flows by the end of June, so we're kind of pulling things up by about two weeks. That means that the outlook basically remains intact, but with marginal upside as this is a slightly more constructive outlook. Michael Zezas: Got it. So net net, there's still plenty of execution risk going on, but the trend is at least towards easing of some of these policy pressures that have been impacting the consumer. And it's also been interesting that a lot of the conversations have led to questions about artificial intelligence. Now, at this conference last year, a lot of the discussion about artificial intelligence was around how these companies were implementing it to create new marketing opportunities, create efficiencies inside of their operations. This year, a lot of the discussion is actually about the macro trend around artificial intelligence, the acknowledgment of the industrial build-out around this new technology and how that is buoying investment and employment – and therefore consumption. And so, the policy concern or consideration from some of these companies is whether or not there are upcoming electoral issues, either in the midterms or in the next election cycle, that might change the dynamic around the AI industrial build-out. Are there signs that would show that a tougher regulatory regime? Data center construction bans that these things might take on a bipartisan flavor? And so right now, I think that's a very difficult question to answer. There is obviously some level of concern about if policy might change this dynamic around the AI industrial build-out that really has kind of helped the economy deal with some other external shocks from policy, namely what's going on in the Middle East and trade policy changes before that Ariana Salvatore: Yeah, to that point, this question around AI pushback, especially on data center build-out, has been a big theme in the elections. Thus far, it's really been dealt with on more of a state and local level. But our view is that it's been kind of bubbling up to the national level. Efforts there are nascent, but I don't think they're going away anytime soon. So obviously something that we're going to watch heading into November because it matters a lot for corporates and for investors alike. Mike, maybe we'll leave it there. Thanks so much for taking the time to talk. Michael Zezas: And thanks for taking the time to talk to me. Ariana Salvatore: And thanks for listening. If you enjoy the show, please leave us a review wherever you listen. And share Thoughts on the Market with a friend or colleague today.
Trump's proposed Memorandum of Understanding (MoU) between the U.S. and Iran is so dreadful that even the network that helped get him elected cannot muster much enthusiasm for it.The producers at Fox & Friends trotted out several experts who said the pending agreement was worse than no deal between the two countries. Brian Kilmeade even snapped an experienced military expert who tried to downplay the agreement's shortcomings.Sean Hannity shifted his focus to criticizing the newly opened Obama Presidential Center rather than try to promote the deeply flawed MoU. The cast of The Five spoke about it in vague terms but spent far more time and effort on what they were called the socialist revolution in the Democratic Party.The only holdout was Jesse Watters; a man so dim he once asked during an episode of The Five if seals could breathe out of water. Seals are covered in fur and have puppy-like faces - two obvious signs of mammalian traits.In the four and a half years I've covered Fox News I have never seen the network abandon Donald J. Trump as they did last week. Normally Fox will simply ignore stories it cannot spin as it did during the Israel-Hamas conflict, the many scandals surrounding the Epstein files, and countless embarrassing gaffes and alarming social media posts made by President Trump.Instead of pretending the MoU didn't exist multiple Fox News hosts and guests openly criticized it. It was shocking to witness as this is incredibly unusual for a network that thanked its viewers for voting for Trump and enthusiastically celebrated his inauguration.Fox News is the Trump administration in many ways as over 20 former Fox News hosts or contributors have government positions in the president's second term. While several former Trump officials, such as Kayleigh McEnany and Kellyanne Conway are now Fox News employees.There is no line between the propaganda network and the president's mind as Trump has been known to change policy soon after a Fox News host suggests it on air. The president has also posted slogans, conspiracy theories and policy ideas on social media minutes after they were broadcast on Fox News.Most of the pushback against Trump's MoU came from the folks on Fox & Friends. The corporate heads at Fox News have the most influence over the popular morning show than any other programming.It seems that the corporate leadership or even the Murdoch family is trying to send the president a message since they know he's a devoted fan of the morning show.Other topics the network spent a lot of airtime covering last week:* The socialist takeover of the Democratic Party* European World Cup attendees falling in love with America* Liberals lack of patriotism* How the FBI foiled a terrorist attack planned for the UFC fight at the White House.There was little talk of the affordability crisis or domestic issues, but Fox did mention that Ukraine managed to strike military targets in Moscow. Fox has gone weeks without including much of anything about the Russian invasion of Ukraine.This week's newsletter is solely dedicated to how the network framed the pending MoU between the United States and Iran. It's so unusual for Fox News to openly criticize the Trump administration that I felt it was far more important to cover this than the usual ‘Democrats are terrible' schtick on the network. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit decodingfoxnews.substack.com/subscribe
//The Wire//2300Z June 25, 2026// //ROUTINE// //BLUF: TWO MAJOR EARTHQUAKES STRIKE VENEZUELA, WIDESPREAD DEVASTATION REPORTED. SEPARATE EARTHQUAKE STRIKES JAPAN. HORMUZ CRISIS CONTINUES AS IRAN STRIKES MERCHANT FOR TAKING UNAUTHORIZED ROUTE THROUGH STRAIT. OIL PRODUCTION SHUT DOWN IN IRAQ DUE TO LACK OF TANKERS TO OFFLOAD CRUDE.// -----BEGIN TEARLINE------International Events-Venezuela: Yesterday afternoon two major earthquakes struck just west of Caracas. The first earthquake struck shortly after 4:00pm local time, and was estimated to be a magnitude of 7.2. Less than one minute later, a separate earthquake struck in nearly the same area, measuring a magnitude of 7.5. Widespread destruction has been reported throughout La Guaira, the coastal metropolitan area that was closest to the epicenter of the quakes. Many structures within Caracas also experienced heavy damage, or were destroyed outright by the earthquakes, and major rescue and recovery operations are underway.Analyst Comment: This disaster is already one of the worst ever recorded in South America, and so far the casualty count is expected to be in the thousands. Right now, the latest figures estimate roughly 11,000 missing with thousands of people currently entrapped within collapsed buildings. Due to the complete devastation throughout much of the region, the true scale of yesterday's earthquakes may take some time to become known, though the videos that have emerged so far indicate devastation on an unfathomable scale.Japan: Overnight, another earthquake was reported off the coast of the northern province of Iwate. An earthquake with an estimated magnitude of 7.2 struck just offshore, however not much damage was reported due to the remote nature of the epicenter.-----END TEARLINE-----Analyst Comments: In the Middle East, the situation has become complicated on multiple fronts. Firstly, the peace talks continue, which at this point is good news all on it's own, even if rhetoric has been flying all around. None of this rhetoric is trustworthy at the moment, but progress appears to be made toward solidifying a final deal.Another point of confusion or contention over the past 24 hours has been the complicated management of the Strait of Hormuz. Oil is flowing to some degree, and though the number of tankers transiting crude out of the Gulf is nowhere near historic norms, progress is progress. This progress was briefly derailed this morning, after Iranian forces conducted a drone strike on one vessel which was attempting to take the southern route through Omani waters. Ships have been disregarding Iranian demands to take the northern route for a few days, and this morning Iranian patience apparently ran out, and one vessel was hit. How the US responds to this will be notable, but right now the complicating factors are the discrepancies of which routes are being used by ships.More broadly, global oil futures have fallen sharply since the announcement of the MOU being signed, and gas prices are subsequently falling. However, gas prices still remain at around $4.00 per gallon nationwide, because there is still a large discrepancy between the futures prices, and the actual delivery price of crude that is being pumped off of tankers into the United States right now. As a result it is important to understand how long this recovery process will take. For instance, yesterday the West Qurna 2 petroleum facility in Iraq (one of the largest oil fields in the world) had to shut down production, because their storage tanks are full, and there are no tankers available to load onto for export. This is simply due to timing...nothing moves fast when it comes to moving tankers around the world. This is why the world may breathe a sigh of relief that the war appears to be over at this point, but we're not out of the woods just yet. The next major questions will be whether or not the complex balance of oil production and maritime shipping can stabilize before the more serious impacts arrive. And now that the Iranians have continued to demonstrate that they are willing to enforce their control of the Strait with explosives, this crisis is certainly not over.Analyst: S2A1 Research: https://publish.obsidian.md/s2underground Disclaimer: No LLMs were used in the writing of this report. //END REPORT//
The details are leaking out, and the political world is in an absolute frenzy!
The political establishment is in absolute chaos, and we are blowing the lid off the massive stories the mainstream media refuses to cover!
Subscribe to our YouTube channel On our political radar this week… AI created satire (in case you couldn’t figure that out!) There are dead ducks everywhere. In Switzerland, it could well be J.D. Vance's presidential ambitions as the 60-day pause in Trump's War is looking shakier by the day. In Lansing, it's the almost invisible but now dead campaign of state Senate GOP Leader Aric Nesbitt's gubernatorial campaign, with the final blow coming from Donald Trump. And in the nation's capitol, it's literally dead ducks … at least three of them spotted in the Trump-created algae-laden cesspool also known as the Reflecting Pool. In addition to the Nesbitt departure, there are a few other developments in the GOP race for Governor. Donald Trump has given is “Full and Complete Endorsement” to John James, and Perry Johnson is spending more of his millions on a massive statewide advertising blitz. Expect Mike Cox to do the same State House Speaker Matt Hall says there's agreement on a framework for a state budget … you might call it a Memorandum of Understanding (MOU). But as Vance and the two real estate developers are learning in Switzerland, there's a big gap between an MOU and actual results. There's big news about the 250th national birthday celebration in Washington D.C. In addition to a riveting 90-minute rant from Trump, you can look forward to a performance from renowned country singer Alexis Wilson … best known for her ongoing role as Kash Patel's girlfriend. President Trump had another hissy fit this week, delaying the signing of a bipartisan housing bill. He announced he won’t sign the legislation until the Senate passes his voter suppression bill which he calls the SAVE Act. The bipartisan 21st Century Road to Housing Act, aiming to ease the U.S. housing affordability crisis by streamlining construction rules, promoting local innovation and restricting large investor purchases. It passed by overwhelming majorities in both chambers. Trump clearly places a higher priority on voter suppression than housing for Americans who aren’t wealthy like him. Michigan Attorney General Dana Nessel is celebrating a reversal by Homeland Security, which says it has cancelled plans to turn a warehouse in Romulus into a prison for undocumented immigrants. Former Homeland Director Kristi Noem spent more than $1-billion buying 10 warehouses … all of them for prices well above their appraised value. Taxpayers will lost hundreds-of-millions as a result of Noem's hugely unpopular program. In New York City, the Mamdani slate swept the very Democratic city. In two non-Big Apple races, the winners for Democrats included women military veterans … including Vice Admiral Jenny LaCore, who was fired last year by Defense Secretary Pete Hegseth as part of his purge of top military officers. She's running for the seat formerly held by Nancy Mace who opted to run for Governor (which she lost). Republicans will clearly try to brand the entire Democratic Party as captive of Mamdani Democratic Socialists. Does that work for them? And since our last episode, a celebration…but only if your name is Trump. Carvana or CarMax has delivered Donald Trump's new ride. It’s a slightly used imported gold-encrusted airplane (a.k.a. $400-million bribe from Qatar), tastefully detailed with a whole lot of electronic do-dads, all paid for by U.S. taxpayers at a cost of around a billion dollars. Trump plans to keep it as his White House going-away bauble. This moment of joy in MAGAvillemoved us to create a musical tribute to Donald's Golden Dream Machine which, for our YouTube viewers, also includes a brief photo tour of the free-but-not-really-free gift to Trump. Joining the podcast is law professor, author, podcast co-host and MS NOW legal analyst Barbara McQuade. When she's not teaching future lawyers at the University of Michigan or fulfilling her multiple media commitments, Barb is a prolific author. Her latest book's title gives a concise summary of what follows: “The Fix: Saving America from the Corruption of a Mob-Style Government.” The book is number one on the Amazon's national and international security rankings, and lucky number 13 on this week's New York Times non-fiction best sellers. Barb is pure Michigan: born in Detroit, two degrees from the University of Michigan, and a devout fan of Detroit and U of M sports teams. ⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️ Greed, Grift$ and Grab$: The Trump Crime Family Chronicles ⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️ ⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️ A Republic, If You Can Keep It is sponsored in part by
MeidasTouch host Ben Meiselas reports on Marco Rubio rushing to the Middle East to try and undermine the MOU and get JD Vance fired. Get 20% off all IQBAR products. Text TRUTH to 64000. (Message and data rates may apply) Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast Cult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices
Ben Shapiro- The Iran MOU's Bad. It's Not The End of The Story. President Trump's Memorandum of Understanding with Iran isn't a final deal… and that's a good thing; we'll discuss why Trump cut the MOU for real, and what's likely to come next; and Russia bombs a Ukrainian church to the deafening silence of the Woke Right. The Ben Shapiro Show Listen to the Ben Shapiro Show on Podcast Addict- https://podcastaddict.com/podcast/the-ben-shapiro-show/6029380 The Iran MOU's Bad. It's Not The End of The Story. Jun 18 2026 Click here to join the member-exclusive portion of my show: https://dwplus.watch/BenShapiroMemberExclusive DailyWire+: Become a Daily Wire Member and watch all of our content ad-free: https://www.dailywire.com/subscribe
The latest Federal Reserve policy shifts and rising geopolitical tensions are reshaping the financial landscape. With Jerome Powell exiting and Kevin Warsh signaling a tighter-lipped Fed, investors face renewed market uncertainty and an end to traditional forward guidance. This episode breaks down how the ongoing Iran conflict is dictating oil prices and the timeline for interest rate cuts, while exploring why the stock market continues to offer the best risk-to-reward ratio for capital deployment.The conversation also dives into the massive economic potential of advanced AI and robotics, analyzing predictions from industry leaders regarding the automated future of the global labor market. We evaluate the current hyper-supply phase of the real estate market cycle, the potential massive liquidity injection from the upcoming Crypto Clarity Act, and the exact $5 million financial milestone needed to achieve true freedom in today's economy.KEY TOPICS DISCUSSEDFederal Reserve policy changes and the elimination of forward guidance under Kevin Warsh.Geopolitical impacts of the 60-day MOU in the Iran conflict on global oil prices.Short-term stock market corrections and interest rate cut predictions for the coming year.Institutional investments, warm water cooling, and the bullish outlook for Nvidia.SpaceX IPO lockup periods and why short-term valuation pressures exist for early retail buyers.The integration of advanced humanoid robotics into global labor markets and factory infrastructure.The upcoming US House committee hearing on the Crypto Clarity Act and its potential market impact.Phase three and four of the Mueller real estate cycle and how to acquire undervalued commercial assets.Leveraging life insurance arbitrage to invest in real estate debt funds for positive yield.KEY TAKEAWAYSThe Federal Reserve's decision to drop forward guidance removes the market's reliance on predictable rate cuts, signaling a return to historically normal, higher interest rate environments.Global oil prices remain the primary linchpin for future interest rate decisions, as energy costs directly drive producer costs and broader inflation metrics.Advanced robotics and AI infrastructure are poised to offset massive global labor shortages, presenting one of the most lucrative long-term investment vectors of the next decade.The real estate market is currently navigating the hyper-supply and recession phases of its cycle, making this the ideal time for patient capital to acquire distressed assets before rate cuts occur.Achieving a liquid, risk-free baseline of $5 million in Treasury bills provides a mathematical guarantee of financial freedom, effectively covering lifestyle costs through pure interest yield.CONNECT & TAKE ACTIONWealth Intelligence Brief: Text "WIB" to 844-447-1555 to get Matty's free macro data, real estate intel, and crypto signals delivered to your inbox 3 times a week.Imagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.
────────────────────────────────────────[00:02:09]Trump Unilaterally Rewrites the MOU — Demands Iran Spend Frozen Funds Only on US Farm GoodsPoint 11 of the signed MOU says funds are released without conditions; Trump invented the escrow-for-American-corn clause after Kushner pressed him.────────────────────────────────────────[00:05:00]Senate Votes to Halt the Iran War — Resolution Has No Force of Law, White House Dismisses ItPassed 50-48; does not go to the president for signature or veto; four Republicans broke ranks including Rand Paul and Bill Cassidy.────────────────────────────────────────[00:10:18]Ben Gvir: All of Lebanon Must Be Our Playground — For Every Israeli Tear, a Thousand Lebanese Must WeepIsraeli finance minister refuses any restriction on Lebanese territory and demands it all burn; Netanyahu confirmed forces are not leaving.────────────────────────────────────────[00:46:01]Rand Paul's Wife Bought Gilead Stock During Remdesivir Push — Knight Says He Has No Credibility on FauciFauci declared remdesivir standard of care one day after a WHO trial showed it ineffective; Paul's wife held Gilead shares throughout.────────────────────────────────────────[00:47:41]Trump Orders Ford and GM to Make Bombs Instead of Cars — Same Defense Production Act Used for VentilatorsKnight: they don't want people to have independent transportation; commandeering auto production is the same playbook used in 2020.────────────────────────────────────────[00:56:37]VA Study Claims COVID Vaccine Lowers Cardiac Risk — Knight: They Caused the Heart Disease and Now Claim the CureSeven children confirmed dead from the jabs per FDA data; New England Journal of Medicine ex-editor said the journal lost all credibility.────────────────────────────────────────[01:29:16]Tulsi Gabbard's Entire Career Was Guided by a Hare Krishna Cult Leader Named Chris ButlerYear-long Washington Post investigation; former cult members handed over internal records showing Butler shaped her public decisions.────────────────────────────────────────[01:43:44]Ben Gvir Repeats: All of Lebanon Must Burn — No Distinction Between Hezbollah and Lebanese CiviliansSame doctrine applied in Gaza; Knesset member adds they want to drag Hamas leaders across Gaza in front of cameras before prison.────────────────────────────────────────[01:47:00]Jared Kushner Invented the Escrow-for-Farm-Goods Clause — JD Vance Selling It as a Trump DealMOU says nothing about escrow or American goods; Kushner and Qataris fabricated it after signing; Vance repeating the lie publicly.────────────────────────────────────────[01:51:28]Zionist Lobbyist Brags About Sanctioning UN Rapporteur Albanese, Freezing Her Bank Accounts, Demoting Her HusbandAfter boasting of controlling Albanese's finances and barring her from the US, lobbyist Hillel Neuer insists the Jewish lobby does not control America. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
On the June 23 edition of #TheWorldAccordingToBenStein, @BenStein, @JudahFriedman, and @TheRoffDraft discuss the war with #Iran, the #MOU, what went wrong and how @RealDonaldJTrump lost his #mojo and how he gets it back,
Secretary of State Marco Rubio is on a lightning tour of Persian Gulf allies, trying to shore up support for the US-Iran agreement. But as the negotiations plough on, there are differences about the MOU being expressed publicly by both the Iranian lead negotiators and President Trump. Where will this all settle, and how do the Persian Gulf states view this? Georgetown professor Mehran Kamrava joins Christiane from Doha in Qatar, and Daniel Silverberg, former US National Security Advisor to the House Majority Leader, joins from Washington DC. Also on today's show: Alon-Lee Green & Rula Daood, Co-Chairs, A Place for Us All; Michael Auslin, author, “National Treasure” Learn more about your ad choices. Visit podcastchoices.com/adchoices
────────────────────────────────────────[00:02:09]Trump Unilaterally Rewrites the MOU — Demands Iran Spend Frozen Funds Only on US Farm GoodsPoint 11 of the signed MOU says funds are released without conditions; Trump invented the escrow-for-American-corn clause after Kushner pressed him.────────────────────────────────────────[00:05:00]Senate Votes to Halt the Iran War — Resolution Has No Force of Law, White House Dismisses ItPassed 50-48; does not go to the president for signature or veto; four Republicans broke ranks including Rand Paul and Bill Cassidy.────────────────────────────────────────[00:10:18]Ben Gvir: All of Lebanon Must Be Our Playground — For Every Israeli Tear, a Thousand Lebanese Must WeepIsraeli finance minister refuses any restriction on Lebanese territory and demands it all burn; Netanyahu confirmed forces are not leaving.────────────────────────────────────────[00:46:01]Rand Paul's Wife Bought Gilead Stock During Remdesivir Push — Knight Says He Has No Credibility on FauciFauci declared remdesivir standard of care one day after a WHO trial showed it ineffective; Paul's wife held Gilead shares throughout.────────────────────────────────────────[00:47:41]Trump Orders Ford and GM to Make Bombs Instead of Cars — Same Defense Production Act Used for VentilatorsKnight: they don't want people to have independent transportation; commandeering auto production is the same playbook used in 2020.────────────────────────────────────────[00:56:37]VA Study Claims COVID Vaccine Lowers Cardiac Risk — Knight: They Caused the Heart Disease and Now Claim the CureSeven children confirmed dead from the jabs per FDA data; New England Journal of Medicine ex-editor said the journal lost all credibility.────────────────────────────────────────[01:29:16]Tulsi Gabbard's Entire Career Was Guided by a Hare Krishna Cult Leader Named Chris ButlerYear-long Washington Post investigation; former cult members handed over internal records showing Butler shaped her public decisions.────────────────────────────────────────[01:43:44]Ben Gvir Repeats: All of Lebanon Must Burn — No Distinction Between Hezbollah and Lebanese CiviliansSame doctrine applied in Gaza; Knesset member adds they want to drag Hamas leaders across Gaza in front of cameras before prison.────────────────────────────────────────[01:47:00]Jared Kushner Invented the Escrow-for-Farm-Goods Clause — JD Vance Selling It as a Trump DealMOU says nothing about escrow or American goods; Kushner and Qataris fabricated it after signing; Vance repeating the lie publicly.────────────────────────────────────────[01:51:28]Zionist Lobbyist Brags About Sanctioning UN Rapporteur Albanese, Freezing Her Bank Accounts, Demoting Her HusbandAfter boasting of controlling Albanese's finances and barring her from the US, lobbyist Hillel Neuer insists the Jewish lobby does not control America. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
One week after President Trump signed a landmark Memorandum of Understanding (MOU) with Iran, the 60-day negotiation window is already under pressure — and the concessions are piling up.Iran has gained unblocked oil sales, potential sanctions relief on frozen assets, and signals that Washington may allow Tehran to keep its ballistic missile program. Meanwhile, the US is pressuring Israel to stand down against Hezbollah. So, is this two-page MOU actually worth paper it's written on?FDD Iran Program Senior Director and Senior Fellow Behnam Ben Taleblu joins host Bill Roggio to break it all down.
The United States and Iran have struck a memorandum of understanding to end the war that began in February. Will the deal last? And what does it mean for the United States, the Middle East, and the world? Ali Vaez has long been involved in unofficial dialogues with Iran and the United States, and he joins FP Live to analyze the deal. Plus, Ravi shares his read on why the cease-fire deal, despite its flaws, will hold. FP Staff: U.S.-Iran Memorandum of Understanding: Full Text Duncan B. Hollis: Is the MOU a Treaty or Not? And Why Should We Care? Matthew Kroenig: The U.S. Won the War With Iran Paul Musgrave: Iran Is a Bigger Defeat Than Vietnam Will Todman: Everyone Lost the War With Iran Daniel Byman: How the Iran Deal Sets the Stage for More Conflict Nik Kowsar and Alireza Nader: Ordinary Iranians Won't See a Dime of Trump's Money Learn more about your ad choices. Visit megaphone.fm/adchoices
Announcing the CTP for SpaceX. MahJong Craze gone wild. Goodbye to Alan Greenspan – The Maestro. Have you seen RAM prices? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Announcing the CTP for SpaceX - MahJong Craze - Goodbye to Alan Greenspan - The Maestro - Have you seen RAM prices? Markets - Economic Collapse Imminent? - Breathe is narrowing again - chips chips chips are the only play - Spacex coming back down to earth? What is that sucking sound? -- Markets getting weird..... 3% down for NASDAQ 100 today - 8% for SMH and 14% for Memory ETF - Just announced - Alphabet (Google) will replace Verizon in DJIA DEDICATION: Alan Greenspan - Died Monday at age 100 Google Enters DJIA - High priced shares - Moves tech to 22% of DJIA from 17% or so - very meaningful move - Every $1 move for Google = $7 move on DJIA - Tech: S&P 500 (~30%+), Nasdaq (~50%+) Computer Pricing - What as $2,000 a year ago for a nice desktop is not like $4,000 - Dell not holding pricing quotes - and even if they do, back ordered so prices could go up after order - Will IPOs put more money in the pocket of tech companies to buy gear at any price? Endless - SpaceX recently finalized two massive, multibillion-dollar artificial intelligence contracts: a $6.3 billion computing power agreement with Reflection AI and a $60 billion acquisition of the AI coding startup Cursor. - AI Compute Deal with Reflection AI - - - - The Terms: Reflection AI agreed to pay SpaceXAI $150 million per month from July 2026 through the end of 2029. - - -- - - The Infrastructure: The startup will tap into hardware and GB300 chips housed at SpaceX's Colossus 2 data center in Memphis, Tennessee. More SpaceX - SpaceX shares were as high as $220 post IPO. - Sharea ahve been down over the past 3 days. - Most that got in POST IPO probably bought in at about $162-$165 - Newsline: SpaceX shares slipped for a third straight day, shedding hundreds of billions of dollars in market value, after the company said it is selling investment-grade bonds for the first time. - The stock fell 16% Monday to close at $154.60, the lowest level since the company's first day of trading, pushing its three-day loss to 23% and erasing over $600 billion in value over that period. - SpaceX is seeking to raise at least $20 billion from the first bond offering to fund its artificial-intelligence ambitions. Missed Opportunity - Short the Mattress companies he said...... ----- Got squeezed out....Never to return Swing and a Miss Maybe Because this can happen... - Shares of Getty Images Holdings Inc. soared as much as 145% on Monday after it announced a licensing deal with OpenAI. - Getty said that images from its library will appear in the search and discovery features of ChatGPT, marking a key reversal for the firm. - The partnership with OpenAI could improve “licensing optics” and shift the narrative on the stock, according to analyst Mark Zgutowicz. - Getty shares were up 118% to $1.32 as of 12:44 p.m. in New York, putting them on track for the best session since July 2022. The stock had fallen about 55% this year to close at 61 cents on Thursday before the Juneteenth holiday weekend began. KOREA - SK Hynix - New #1 in South Korea: SK Hynix surpassed Samsung Electronics on Monday to become the country's most valuable listed company. - Remarkable turnaround: A striking reversal for a chipmaker that nearly collapsed under heavy debt roughly two decades ago. (CYCLES) - AI memory leader: Now the dominant supplier of high-bandwidth memory (HBM) chips powering AI systems. - Marquee customers: Key buyers include Nvidia (NVDA) and Alphabet's Google (GOOGL). - Massive 2026 rally: Shares are up more than 340% year-to-date, fueled by the global AI boom. - Market cap milestone: Valuation now exceeds both Samsung and Micron (MU). Markets Get Chopped - Questions being asked about if AI spend boom producing fast enough return - Back to earth on valuation scare - (all of a sudden?) - KOSPI down 11% - Chips getting hit - 12% for Memory ETF - MU down 9%, Intel 4%, ASML 7% RAM Prices... - Looking at some additional RAM today for some office computers .... --- ARE THEY KIDDING? RAM Prices Imminent Collapse???? - President Donald Trump said the prospect of global economic collapse was a big reason he signed an interim peace deal with Iran. - According to sources, the deal reopened the Strait of Hormuz and set in motion waivers for sanctions on Iran's oil sales to the international market, with the effect being an immediate drop in oil prices and a rise in US stocks. - The agreement has been seen as skewed in Iran's favor, giving the country broad gains before the next round of talks, and has prompted pushback and anger from Republican lawmakers. - MOU signed lat Wednesday - also now more waivers of sanctions on sale of Iranian oil - 60 day reprieve. China - Weak economic conditions - H Shares about to enter bear market - Hong Kong - Close to a technical bear market, dragged down by weak domestic consumption, a struggling property sector, and an exodus of funds fleeing "old tech" for AI plays elsewhere in Asia. - A-shares are listed in mainland China (Shanghai/Shenzhen) and primarily target domestic investors. H-shares are listed in Hong Kong and are freely available to international investors More China - Retail sales declined for the first time since December 2022, dropping 0.6% from a year earlier. - China's urban fixed-asset investment contracted 4.1% as of end-May, dragged by real estate and manufacturing. - Manufacturing fixed-asset investment contracted for the first time since December 2020. - Industrial output was the lone bright spot, rebounding from April's near three-year low. - The national unemployment rate fell to 5.1% in May, compared with 5.2% in April. Marrrr Jonggg - Mahjong can be highly addictive due to its rewarding blend of strategy, luck, and social interaction. The rapid tile-drawing, need for pattern recognition, and "just one more round" mentality trigger dopamine releases. If compulsive play disrupts your finances or daily life, it can become a behavioral addiction requiring intervention. - Tactile and Auditory Appeal: Many users on community forums like Reddit agree that the physical weight, texture, and distinct clinking sound of shuffling tiles provide soothing, sensory satisfaction. - There has been a 70% surge in mahjong content on TikTok in the past year - Yelp recently named the Chinese tile game a top trend of 2026, noting that searches for mahjong clubs surged 4,467% year over year for the period from September 2024 to August 2025 and that searches for mahjong lessons rose 819%. Alphabet - WHAT>????*&*^ - Alphabet shares slid 7%, on track for the search giant's worst day in a year. - Alphabet's Google has seen consecutive high-profile researchers leave in the last several days. - The company also has exposure to the market's concerns around commoditized AI and ballooning capital expenditures. - The share slide also came on the heels of a Sunday Wall Street Journal interview with Microsoft CEO Satya Nadella, who called for less dependence on “AI Giants” and said the AI market was commoditized. Back to Oracle - Oracle reduced workforce by 21,000 employees over past twelve months. - Cuts broader than previously disclosed, driven by artificial intelligence adoption. - Global headcount fell from 162,000 to 141,000 full-time employees year-over-year. - Workforce reductions generated $1.8 billion in restructuring costs, company reported. - Company warned AI deployment may continue resulting in workforce reductions. NVDA - Underperforming - Nvidia shares slipping recently despite remaining up about 12% in 2026. - Stock down roughly 3% past month, underperforming semiconductor peers. - SMH ETF surged 84% year-to-date, gaining 15% last month. - Traders predict Nvidia chip pricing power is beginning to decline. - Wall Street focus shifting toward memory and infrastructure AI buildout. - Micron and Sandisk shares jumped nearly 60% over past month. Gloom and Doom - JCD sent interesting take from Chris Bloomstran - Traditionally asset light companies with all sorts of revenue, high margins now.... ---- Converting into asset heavy with no real understanding of what the profitability or even revue will be in the future ----- Here are the highlights of his commentary we can explre: ------------AI buildout shifting markets from asset-light toward capital-intensive infrastructure cycle - Hyperscaler capex surge reflects move into heavy, long-duration asset base - Massive capital requirements challenge economics versus prior asset-light models - Depreciation burden rising sharply as infrastructure scales across AI ecosystem - Returns depend on utilization of expensive, long-lived physical compute assets - Asset-heavy cycles historically lead to overbuild, weak returns, eventual consolidation - Infrastructure spending absorbing nearly all operating cash flow for hyperscalers - Off-balance-sheet financing masking true scale of capital intensity shift - AI economics hinge more on physical capacity than software-driven scalability - Echoes of past asset-heavy booms with eventual oversupply and value destruction Amazon Day - Today - June 26th - US consumers will spend $26.3 billion online at Amazon and other retailers during the four-day sale, up 9% from last year's event in July, according to Adobe Inc. - About 201 million Amazon shoppers in the US were Prime subscribers as of March, up about 3% from a year earlier - Amazon will capture about 60% of all US online spending during Prime Day, its highest market share since 2019, according to estimates from EMarketer Inc. Chevron and Microsoft - Chevron Corp signed 20-year deal with Microsoft for data center power. - Agreement supplies natural-gas fired generation for massive West Texas facility. - Project Kilby expected online 2028, ramping to 2.67 gigawatts. - Full output enough to power more than 530,000 Texas homes. - Chevron partnering Engine No. 1, final investment decision planned later. - Deal follows prior reports of exclusive long-term power negotiations. More Oil News - Drill baby Drill - Interior Department cutting federal drilling bonds by 95% to spur exploration. - Required bond drops from $500,000 to $25,000 for leases. - Bonds ensure cleanup costs don't fall on taxpayers if wells abandoned. - Policy change aims to encourage more oil and gas development. - Proposal subject to 60-day public comment after Federal Register publication. FedEx Earnings - FedEx posted strong fiscal fourth-quarter earnings on Tuesday in the company's last quarter that included the freight business before its spin off. - FedEx Freight spun off into a separate publicly traded company on June 1. - The company said it saw a 3% year-over-year increase in domestic volume. - Stock down 6% A/H Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); ANNOUNCING the THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
//The Wire//2300Z June 24, 2026// //ROUTINE// //BLUF: OPERATION TO ORGANIZE EVACUATION OF PERSIAN GULF UNDERWAY AS MERCHANT SHIPS PREPARE TO TRANSIT THE STRAIT OF HORMUZ. DOZENS OF SUSPECTED TERRORISTS ARRESTED IN TURKEY BEFORE NATO SUMMIT.// -----BEGIN TEARLINE------International Events-Strait of Hormuz: Coordination efforts have begun regarding the large-scale evacuation of ships through the waterway. Due to the humanitarian crisis which has stricken over 11,000 mariners on almost 2,000 ships throughout the Gulf, efforts are underway by Iran, Oman, and the United States to organize an orderly movement through the now vastly restricted waterway.Analyst Comment: This time, the Iranians seem to be on board with the idea of a mass exodus of stranded vessels from the Gulf. The International Maritime Organization has advised ships to hold fast until a more solidified plan can be arranged, which is taking some time to coordinate due to the minefield greatly restricting the navigable passages and making collisions much more likely if hundreds of ships try to move all at once. Similarly, many vessels are now in a poor state of repair after having been at anchor in warm salt water for several months, so the chances of a ship having mechanical issues of some kind is very high, which is less than ideal in a crowded traffic scheme where naval mines are still a concern.Turkey: Counterterrorism raids have swept through Ankara as part of the increased security efforts ahead of the upcoming NATO summit. During the raids, approximately 200x individuals suspected to be affiliated with ISIS have been arrested, with at least one raid resulting in a shootout between the suspect and police.Analyst Comment: The ISIS presence within Turkey has been expanding for a while, as Turkey has taken on a substantial number of refugees, most of which came from Syria during the civil war a few years ago.-HomeFront-Washington D.C. - Due to the growing vandalism incidents, yesterday work crews were observed putting up fencing around some sections of the reflecting pool, as the renovation project continues and public interest in the project continues to grow.Analyst Comment: This would ordinarily be a non-story that is more of an annoyance than anything else. However this is becoming more of a significant point of pushing back against the Executive branch. Once egos get involved on all sides, something as mundane as a pool lining can become a point for escalation.-----END TEARLINE-----Analyst Comments: Discrepancies continue to mount in the Middle East as the finer details of the MOU are being worked out. The past few days have been host to the United States making claims regarding what the Iranians have agreed to, which the Iranians have promptly rejected. Yesterday, many American diplomats stated that Iran had agreed to let IAEA inspectors back in to their country to monitor nuclear sites. Immediately after these statements, the Iranian foreign ministry directly stated that this was not true, and that no inspectors would be allowed in. Similarly, President Trump stated that Iran has also agreed to not charge any fees after the 60-day negotiating period is over. Iranian diplomats have frequently stated that this is not true, and that an "insurance fee" will be charged moving forward. Oman also issued a statement confirming that fees will be charged by Iran in the future. During periods of negotiation, statements tend to be made not exactly in the interest of truth, but for reasons of securing a more favorable position. When we reach a point of where both sides are accusing each other of lying about easily verifiable facts, the only thing to do is wait and see what the truth works out to be.Analyst: S2A1 Research: https://publish.obsidian.md/s2underground Disclaimer: No LLMs were used in the writing of this report. //END REPORT//
Today on The Editors, Noah guest-hosts while Rich is away on assignment and is joined by Charlie, Phil, and Jim. They discuss updates on Trump's Iran deal, Keir Starmer's demise, and the Reflecting Pool failure. Editors' Picks: Noah: Jim's Jolt “TThe U.S. Loses Its War Against Iran” Charlie: Jim's Jolt “Trump's Face Takes Over Washington” Jim: Brittany Bernstein's Forgotten Factcheck “The New York Times Celebrates Gender Confusion for Father's Day” Phil: Jeff's post “Donald Trump Can't Stop, Won't Stop Catfighting with Our Allies” Light Items: Noah: The county fair Charlie: Pool volleyball Jim: Week in Hilton Head Phil: Williamsburg Sponsors:Made InVaer This podcast was edited and produced by Sarah Colleen Schutte. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
June 22, 2026The Trump administration cannot spin the MOU that Trump signed as a win, A range of commentators are calling the MOU a disaster, J.D. Vance's trip to Switzerland produced little in spite of his claims of a win, Trump is doubling down on blaming problems with the Reflecting Pool on vandals, and blames the cost overruns on Obama, Trump is raging at the media for stories that expose his failures, Trump has put William Pulte, nicknamed “Little Trump” in place as acting director of National Intelligence, Pulte has started firing people from the National Counterterrorism Center, Tulsi Gabbard appears to be tied to a religious leader who gave orders to her regarding her official acts, The administration is interfering with voting rights groups, and is pushing the myth of voter fraud, A network of super PACs that claim to be progressive are actually funded by a Republican dark money group, Outrage over the Iran deal has risen to a fever pitch, People are making algae jokes about the Reflecting Pool at Trump's expense.Watch today's recording here: https://www.youtube.com/live/g9TUa1Rwd6U?si=T8_KKcHQZElhpnZ-Get full, free access to Letters from an American here: https://heathercoxrichardson.substack.com/subscribeYou can also find me:Bluesky: https://bsky.app/profile/hcrichardson.bsky.socialInstagram: https://www.instagram.com/heathercoxrichardson/?hl=enFacebook: https://www.facebook.com/heathercoxrichardson/YouTube: https://www.youtube.com/@heathercoxrichardson Get full access to Letters from an American at heathercoxrichardson.substack.com/subscribe
Bill talks with national security analyst Joe Cirincione about Trump's shifting claims on Iran and argues the Memorandum Of Understanding (MOU) functions as a ceasefire and “surrender document” after a war the U.S. and Israel could not win. Cirincione says the MOU mainly restores shipping through the Strait of Hormuz while leaving core U.S. objectives—curbing Iran's uranium enrichment and missile forces—unmet and deferred to talks, and he notes Trump's renewed threats violate the pledge to refrain from force or threats of force. He contrasts the deal with the JCPOA, the Obama Nuclear Deal, saying Trump lifts broader sanctions than the JCPOA, allows Iran to sell oil, and leaves Iran geopolitically stronger, with demonstrated leverage over the strait and Gulf economies. They discuss costs rising from Pentagon estimates to broader economic impacts, Netanyahu's (and Trump's) massive miscalculation and political fallout here and in Israel. Jared Kushner's role and conflicts, and broader alliance strains including NATO.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
//The Wire//1800Z June 23, 2026// //ROUTINE// //BLUF: DETAILS CLARIFY SEQUENCE OF EVENTS REGARDING YESTERDAYS SHOOTING IN MONTREAL. ISRAELI FORCES CONTINUE ADVANCE NORTHWARD IN LEBANON. MASS SHOOTING REPORTED AT CALIFORNIA LIBRARY.// -----BEGIN TEARLINE------International Events-Lebanon: Overnight Israeli forces continued their advance toward Ali al-Taher further extending their salient northward. Several airstrikes were reported throughout the area as the IDF advanced into Hezbollah-held terrain, which prompted Hezbollah to repel the advance, which in turn resulting in more airstrikes from the IDF.Strait of Hormuz: Commercial maritime traffic has continued, however so far the total number of ships transiting the waterway has remained sharply reduced compared to pre-war levels; a couple of dozen ships have transited daily since the MOU was signed, which is less than the 100+ ships that transited before the war. Analyst Comment: The traffic has continued despite the Iranian threats to close the Strait, though maritime shipping companies are still trying to figure out the logistics of how this is going to work out. So far, the Iranian "toll" route to the north is the only route being used right now, though the Iranians have waived the fee for the 60-day period in which the final peace deal is being worked out. However, all merchant vessels are now required to obtain a permit from the Persian Gulf Strait Authority (PGSA), the new Iranian entity that is controlling access to the Gulf.-HomeFront-Washington D.C. - Demonstrations and vandalism attempts have continued on the National Mall, as Pro-Algae activists have remained at the site of the reflecting pool renovation project. So far, a handful of people have been arrested for trying to tamper with the reflecting pool in various ways, and the National Guard has stepped up foot patrols in the area in response.California: Yesterday afternoon a mass shooting was reported at the Butte County Library in Chico. One gunman entered the library shortly after 5:00pm local time, and began shooting visitors inside. Police immediately responded to the facility, and the shooter was apprehended in a wooded area immediately outside the library as the security cordon was established. Concerning casualties, the library was mostly empty at the time of the shooting, however two people were killed and one child was wounded by the shooter during the attack. Analyst Comment: The suspect has been identified as Bradley Scott Sayer, who reportedly lived in Chico. Sayer allegedly made statements after being arrested, claiming that he attempted to carry out a massacre at the library reminiscent of previous mass shootings.-----END TEARLINE-----Analyst Comments: In Canada, more information has come to light regarding the attempted mass shooting yesterday. The sequence of events remains uncertain, however the investigation has revealed that much of the information the responders were making decisions on in the heat of the moment, was actually erroneous.The initial details of a shooter being on foot in the Côte-des-Neiges neighborhood do not appear to be true, nor were the initial claims of the gunman being inside the grocery store, and it is not clear as to why police were observed at either location. The shooter was actually located inside an improvised firing position inside a hotel room at the Hilton Garden Inn. From this position, he began firing at the corporate office building across the street.The target of this shooting was the headquarters building for Aylo...a "software company" which is actually the parent company for websites hosting "adult" content. The assailant began the attack by shooting through his hotel room window, into the corporate office building. After firing an unknown number of rounds, the shooter exited the hotel, and ran up and down Av. de Courtrai searching for targets (which is possibly the reason for the police initially thinking the shooter was in the grocery store). Eyewitness statements during the fog of war are not the most accurate, and pinpointing the shooter's whereabouts after departing the hotel is challenging, and at this point reports emerged of a second possible shooter being located in the same area (which turned out to be false). Eventually, the shooter attempted to make entry to the Aylo building, but was unable to do so before police spotted the shooter and the final skirmish began.Concerning the victims, the man who was accidentally shot by police at the entrance to the Aylo building has been identified as Michael Moshe Mizrahi, an Israeli citizen and local Rabbi for the heavily-Jewish community that surrounds the site of the shooting. Last night, Montreal Police identified the officer that was killed as Officer Mohamed Lamine Benredouane. The status of the female officer who was wounded remains unclear, though some sources claim that she remains in critical condition at a hospital. Regarding the shooter, the suspect has been identified as Seth Hatfield, and a manifesto was allegedly sent to various media groups right around the time of the attack. The manifesto itself is a little long for these types of documents at 104 pages long, and despite the first page of the document widely circulating social media (and thus attributing motive), nearly the entire document is promoting Communism and encouraging violent revolution, which seems to be the predominant motivation for the attack.More details are expected as the investigation continues, and special focus will likely be placed on clarifying the details of what led to the initial police response being observed so far from the actual shooting site, as well as what actually transpired within the hotel, and on the street between the initial first shots, and the final engagement. Another unresolved detail is any coordination or prior-knowledge of the attack by any co-conspirators. The shooter's manifesto specifically mentions other works and writings by the shooter, which presumably had an audience of probably more than just the shooter himself. Based on the writings of the assailant, he clearly thought of himself as an academic, and wrote extensively on various pro-Communist ideas. As such, figuring out whether or not this individual acted alone will be a focal point moving forward.Analyst: S2A1 Research: https://publish.obsidian.md/s2underground Disclaimer: No LLMs were used in the writing of this report. //END REPORT//
//The Wire//2300Z June 22, 2026// //ROUTINE// //BLUF: TERRORIST ATTACK REPORTED IN MONTREAL AS SHOOTER CONDUCTS MULTIPLE ENGAGEMENTS THROUGHOUT RESIDENTIAL NEIGHBORHOOD. KEIR STARMER RESIGNS AS PRIME MINISTER. SITUATION IN LEBANON REMAINS TENUOUS AS ISRAELIS REFUSE TO HALT ATTACKS. STABBING ATTACK REPORTED IN SCOTLAND.// -----BEGIN TEARLINE------International Events-Qatar: Last night an industrial accident was reported at one of the main natural gas terminals in Ras Laffan, which was in the process of being restarted to resume production after the war. The Qataris claim that this was not the direct result of combat action, however the incident killed a total of 13x people, and injured roughly 50x others.United Kingdom: This morning Keir Starmer resigned as Prime Minister. This resignation is not immediate, and is expected to result in some form of leadership contest later on. Analyst Comment: Andy Burnham is likely to be his replacement, but this process will take a few months to develop as the formalized party efforts to select their new PM continue over the next few weeks.Scotland: Over the weekend a stabbing attack was reported in Edinburgh. One assailant attempted to conduct a stabbing on Lieth Walk, near a row of shops and businesses. Initial reports claimed that a total of 5x people were wounded during this attack, but this remains unconfirmed at this time.Analyst Comment: Due to the nature of the attack, the media coverage has been extensive, although very few details are known regarding how the attack began. Of note, several photos appearing to be AI-generated have circulated following this attack, so it is challenging to determine which photos are real and which are "AI-enhanced". More details will undoubtedly come in due time, which may clarify what actually happened.Canada: This afternoon a shooting was reported in Montreal, as one assailant attempted to conduct a mass shooting in the vicinity of the Côte-des-Neiges neighborhood. One gunman equipped with an SKS-type rifle and web gear, began the attack by engaging police along one of the streets of this community. Eventually, this skirmish transitioned to the Westbury Supermarche PA at the north end of Av. de Courtrai, with the shooter taking up a position inside the supermarket. As police advanced on this location and began breaching the supermarket, the shooter egressed two blocks to the southwest, where the shooter made contact with the police cordon at the corner of Av. de Courtrai and Decarie Boulevard. At this location, a close-range small arms engagement broke out between the shooter and two officers, which resulted in one officer being killed in action. During the fray, the other officer accidentally shot a bystander, who was attempting to seek cover from the shooter. After shooting the civilian, the officer broke contact and maneuvered to a different position away from the shooter, and in doing so was shot in the back. A few moments later, the shooter was neutralized by other officers who were maneuvering south down Courtrai avenue, from the grocery store.Analyst Comment: The circumstances of how the shooting began are unclear. The initial footage of the incident begins at the grocery store, however SWAT was already chasing someone on foot in the residential neighborhood several blocks to the east of the shooting site. Also, the only victims of the shooting so far appear to be the officer that was shot by the suspect, and the civilian that was erroneously shot by police. The reasoning for why police (and especially tactical units such as SWAT) were already on the scene is possibly due to the shooter sending his manifesto to media groups before the attack began. More details are expected overnight as the shooter's identity and the sequence of events become more clear.-----END TEARLINE-----Analyst Comments: In the Middle East, the status of the tentative peace deal remains uncertain, but in Switzerland, the talks appear to be continuing to some degree. The Iranian delegation did walk out after President Trump threatened to kill them during a phone interview with Fox News. Specifically President Trump threatened to kidnap/kill the negotiating team if Iran closes the Strait again in response to Israeli advances in Lebanon. Upon these remarks being broadcast, the Iranian delegation walked out of a photo op that had been planned with VP Vance, although they did not completely halt the talks.Concerning Lebanon, PM Netanyahu has stated many times that Israeli forces will not depart Lebanon, and over the weekend the IDF continued to consolidate the gains made so far. No withdrawal of the IDF has been noted in any way, which is a non-starter the peace process, but the reason for this is probably not just about politics and attempting to assert dominance.The tactical situation on the ground is not great and the sudden signature of the MOU (ahead of schedule) appears to have caught the IDF in a predicament. If the IDF were to halt their forward progress right now, they would be at a military disadvantage as they mostly occupy the low terrain in Tabieh, northward along the Litani River basin. The IDF has just barely gotten a foothold on the northwestern side of the Litani, infamously capturing the historic Beaufort Castle last week, which serves as the only real tactically-advantageous terrain along this eastern front. As a result, the IDF knows that they will get pounded by Hezbollah's rockets if they stay where they are, especially since they have overextended themselves to the point that a salient (or bulge in the lines) has emerged, exposing this spearhead to attacks from three sides. This vulnerability has been noted by the attack on the armored armored column a few days ago, which was advancing north in Nabatiyeh.The IDF could of course always resolve their disadvantage in terrain by stopping their invasion of Lebanon and withdrawing to their own borders, but this is absolutely not going to happen at this point. What's far more likely is for the IDF to continue pushing until they fully seize and consolidate the high ground east of Et Taher. From there, they will be able to look down on the collection of towns that make up the greater Nabatieh area. How this will work out is anybody's guess, as the IDF is not exactly accustomed to fighting ground advances of several miles from their own borders with a serious and well-equipped adversary like Hezbollah. Bottom line: The situation in Lebanon is messy and very unlikely to be resolved anytime soon due to the military situation on the ground. As Lebanon is a central focus point for the US/Iran deal, the proverbial 'rock' has met the typical 'hard place' and this is going to be a problem for the deal moving forward.Analyst: S2A1 Research: https://publish.obsidian.md/s2underground Disclaimer: No LLMs were used in the writing of this report. //END REPORT//
June 20, 2026The Lincoln Memorial Reflecting Pool has become a metaphor for the Trump presidency, Trump claimed he would fix the reflecting pool for $1.8 million, When renovations were declared complete Trump claimed it was a triumph, But the cost was vastly over the budget, a no-bid contract had been awarded for the work, and the work immediately failed, 12 days after it was done, the epoxy from the bottom of the pool was peeling off, but the Interior Department claimed the White House didn't know that the work had been contracted to a company that Trump originally said he had chosen, A former Olympic athlete, who stopped by the pool and put his hand in the water to feel the detached material, was arrested for destruction of government property, Trump had found someone to blame for his blunders, The reflecting pool is defying his narrative, as are Iran and Israel, Israel does not consider itself bound by the MOU signed by Trump, US Intelligence expects Netanyahu to continue striking Hezbollah, Iran closed the Strait of Hormuz again, J.C. Vance left for Switzerland for negotiations, Italian Prime Minister Giorgia Meloni is refusing to go along with Trump's narrative about her, showing how Trump's power is crumbling, The National Guard is patrolling the area around the reflecting pool as Trump claims vandalism by additional people - although security cameras offer no proof of either vandalism or arrests. Watch today's recording here: https://www.youtube.com/live/g9TUa1Rwd6U?si=T8_KKcHQZElhpnZ-Get full, free access to Letters from an American here: https://heathercoxrichardson.substack.com/subscribeYou can also find me:Bluesky: https://bsky.app/profile/hcrichardson.bsky.socialInstagram: https://www.instagram.com/heathercoxrichardson/?hl=enFacebook: https://www.facebook.com/heathercoxrichardson/YouTube: https://www.youtube.com/@heathercoxrichardson Get full access to Letters from an American at heathercoxrichardson.substack.com/subscribe
Join Jim and Greg for the Monday 3 Martini Lunch as they address Vice President JD Vance's optimism about a permanent Iran deal and Jim's frustrations with the Memorandum of Understanding (MOU), the resignation of British Prime Minister Keir Starmer, Tucker Carlson leaving the Republican Party, and a media narrative lamenting the impact of lower crime rates on local businesses.First, Jim and Greg discuss Vice President JD Vance's excitement over the ongoing peace talks with Iran in Switzerland. Jim explains why he's not as bullish as Vance is and why he's staunchly opposed to the recently signed Memorandum of Understanding. Jim also worries we have surrendered our three main sources of leverage over Iran.Next, they examine the political turmoil in the UK following Keir Starmer's resignation as prime minister. He became the sixth prime minister to step down in the last 10 years. Jim argues that the government's refusal to address real issues like immigration and crime will only lead to more public unrest. Then, Jim and Greg react to Tucker Carlson's exit from the Republican Party. Despite speaking at the 2024 Republican National Convention, Carlson now says he regrets his support for Trump and he denounces the GOP for its "betrayal of the American people.” Jim comments on the erratic state of politics today and both wonder what Tucker's next move might be. Finally, they laugh at the media's attempt to frame falling crime rates as a negative development. Oakland, California has seen a significant reduction in car break-ins, but some reporting has focused on the impact that fewer repairs could have on auto glass businesses. Jim and Greg discuss how the coverage unintentionally falls for one of economics' most basic fallacies. Please visit our great sponsors:IncogniTake control of your digital footprint today. Use code 3ML at the link below and get 60% off an annual plan: https://incogni.com/3MLQuoMoney is on the line. Always say hello with QUO. Try QUO for FREE, PLUS get 20% off your first 6 months when you go to https://Quo.com/3MLAG1Visit https://DrinkAG1.com/3ML Get a FREE Morning Person Hat and a FREE AG1 Flavor Sampler in your Welcome Kit with your first AG1 subscription.New episodes every weekday.
In part one of Red Eye Radio with Gary McNamara and Eric Harley, President Trump says he has "inspected" the Reflecting Pool in Washington DC, and that "work will begin immediately" to repair the American landmark. Despite a recent multi-million dollar renovation, including a fresh coat of blue paint, the historic structure continues to face issues - most prominently algae turning the water a bright shade of green. *Gary offers his advice on pool maintenance as he is updating his own pool. Also the Obama Presidential Center tower is a monument to the former president's ego / Trump gets softer toward Iran as the MoU falters / JD Vance's comments on Israel and Hezbollah / and headlines from The Babylon Bee. For more talk on the issues that matter to you, listen on radio stations across America Monday-Friday 12am-5am CT (1am-6am ET and 10pm-3am PT), download the RED EYE RADIO SHOW app, asking your smart speaker, or listening at RedEyeRadioShow.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Iran War analysis takes center stage as Professor Nick Giordano breaks down whether Trump's Iran MOU represents strategic victory, dangerous ambiguity, or a temporary pause that gives Tehran time. The real question is simple: Did America force the outcome it wanted, or did Iran survive long enough to make Washington soften its demands? In this episode of The P.A.S. Report Podcast, Professor Giordano examines the good, the bad, and the ugly of Trump's Iran MOU. He explains how the U.S. military shattered Iran's military capabilities, why the Strait of Hormuz and strategic oil reserves changed the equation, and how Tehran may use enriched uranium, proxy networks, and economic pressure to shape the final outcome. What You'll Learn In This Episode: Why the Iran War weakened Tehran's military, air force, navy, missile systems, and drone capabilities How Trump's Iran MOU creates serious concerns over vague language, sanctions relief, proxy loopholes, and the Strait of Hormuz Why highly enriched uranium remains the ultimate test of whether America achieved real victory or merely delayed the threat How Iran may use Hezbollah, the Houthis, and other proxies as bargaining chips for sanctions relief Why China, Russia, North Korea, and terrorist networks may study this conflict as a blueprint for making America blink Was the Iran War worth it? The answer depends on whether Trump's MOU locks in American leverage or allows Iran to stall, rebuild, and claim survival. Topics covered: Iran War, Trump Iran MOU, Strait of Hormuz, Iran nuclear program, highly enriched uranium, sanctions relief, Iran proxy networks, Hezbollah and the Houthis, strategic oil reserves, Middle East conflict
Keir Starmer resigns as UK Prime Minister and Labour Leader. Dana exposes Starmer's political successor's even more socialist view points. A ridiculous Algerian sports analyst claims Lionel Messi is protected by the Jewish lobby. The EU chants “SEND THEM BACK” in a remarkable vote over migrant returns. Shoppers across the country lined up outside Trader Joe's after the grocery chain released a new $2.99 tote bag. An American Olympic canoeist is arrested for allegedly vandalizing the Lincoln Memorial Reflecting Pool. Iran pulls a 180 on one of the MOU agreements. Was J.D. Vance snubbed by the Qatari Prime Minister? Plus more, commentary.Thank you for supporting our sponsors that make The Dana Show possible…Concerned Women For Americahttps://ConcernedWomen.org/DanaFor a donation of $20 or more, Concerned Women of America will send you their book: A Woman's Guide: Seven Rules for Success in Business and Life. Ghost Bedhttps://GhostBed.com/DANAGhostBed has the cooling luxury mattress you need for the best summer sleep. Use code DANA for an extra 10% off sitewide.Jones Road Beautyhttps://JonesRoadBeauty.comGet a Free Full Size Mascara with first purchase using code DANA.Webroothttps://Webroot.com/DanaMake the switch and feel the difference of truly fast, modern antivirus protection — for a limited time, you can save 60% with code DANARelief Factorhttps://ReliefFactor.comDeclare your independence from pain with Relief Factor—start the 3-Week QuickStart for just $17.76Prebornhttps://PreBorn.com/DanaDonate today to help another Mother and Father experience hope. $28 sponsors one ultrasound and can help save a baby's life. Or Dial #250 and say BABYByrnahttps://Byrna.com/DanaTrusted by law enforcement, security professionals, and everyday Americans—defend yourself and your family with Byrna.HumanNhttps://Humann.com/DanaSave $5 on HumanN Cholesterol Health Daily at Sam's Club. Head to your local Sam's Club and do more to support your cholesterol health with the science-first brand. Patriot Mobilehttp://PatriotMobile.com/DANAVisit online or call 972-PATRIOT and use promo code DANA for a FREE month of service.Pocket HoseText DANA to 64000For a limited time, get two FREE gifts—a 360° rotating pocket pivot and thumb drive nozzle when you buy a new Pocket Hose Ballistic; just text DANA to 64000, message and data rates may apply.Subscribe today and stay in the loop on all things news with The Dana Show. Follow us here for more daily clips, updates, and commentary:YoutubeFacebookInstagramXMore InfoWebsite
On Sunday, Vice President JD Vance and a team of U.S. negotiators met with Iranian officials in Switzerland to begin peace negotiations. The vice president took a leading role in finalizing the memorandum of understanding (MOU) that Iran and the U.S. signed last week, and on Sunday, Vance called for a broad reset of relations after nearly four months of war. He also rebuked Israeli politicians for their criticism of the recent MOU, drawing scrutiny from some conservatives and raising broader questions about his prospects as a future party standard-bearer. Ad-free podcasts are here!To listen to this podcast ad-free, and to enjoy our subscriber only premium content, go to ReadTangle.com to sign up!The Father's Day episode.In a special Father's Day edition of Suspension of the Rules, Isaac, Ari, and Kmele are joined on the podcast by two guests: Executive Producer Jon Lall and Isaac's father (and Tangle editor) Bailey Saul. The five of them represent different phases of fatherhood — from soon-to-be father to dad of two school-aged children to three-kid veteran (and grandfather) — and discuss what they've learned through their separate experiences. You can listen to the special edition here.You can read today's podcast here and today's “Under the radar” story here and today's “Have a nice day” story here.You can subscribe to Tangle by clicking here or drop something in our tip jar by clicking here. Take the survey: How much responsibility do you think Vice President Vance has for negotiating an end to the war in Iran? Let us know.Our Executive Editor and Founder is Isaac Saul. Our Executive Producer is Jon Lall.This podcast written by: Isaac Saul and audio edited and mixed by Dewey Thomas. Music for the podcast was produced by Diet 75.Our newsletter is edited by Managing Editor Ari Weitzman, Senior Editor Will Kaback, Lindsey Knuth, Bailey Saul, and Audrey Moorehead. Hosted on Acast. See acast.com/privacy for more information.
This week on the Mark Levin Show, we're still waiting for the Memorandum of Understanding with Iran to be released. Iran has a copy. So does Qatar, Pakistan and Turkey. But we don't. And neither does Israel. But even if the deal was made public, no deal will change the behavior of this enemy. The Iranian regime has never and will never change its ideology. To them, we are the enemy and we must be destroyed. Those who insist a deal can be made and that it is preferable, then they have to prove it. Later, motivated by hatred of Trump, billionaires, Israel, and Jeffrey Epstein-related conspiracies, plotted a multi-phase attack on the UFC Freedom 250 White House event using explosive drones on the South Lawn followed by sniper teams to massacre fleeing attendees. The FBI foiled the plot by infiltrating the chats after a suspect's mother alerted police over his firearm purchases and radicalization. These Woke Reich conspiracy promoters are fueling such violence, as the Woke Reich overlaps significantly with Marxist-Islamist left ideologies. When Mark Levin was working in the Reagan administration he argued strenuously against a deal with the congressional Democrats where the administration would agree to grant citizenship to 2.3 million illegal aliens in exchange for promised funds to better secure the border. President Reagan did as promised, but the Democrats reneged. Mark has his disagreements with the Iran MOU, and does not believe the Iranian regime will ever honor any agreement, but Mark adores President Trump, just like Reagan. If President Trump wants the MOU to become a final deal, it will proceed regardless of opposition. Later, there are ongoing Hezbollah attacks—firing missiles and drones daily into Israel under a supposed ceasefire, directed by Iran, forcing depopulation of northern Israel. Hezbollah, an Iranian proxy never truly part of Lebanon that has murdered hundreds of Americans, assassinated Lebanon's president, and weakened the country, remains its most powerful force. The proposed MOU demanding Israel cease military operations permanently, including in Lebanon, before a final agreement risk enabling continued Iranian aggression while setting Israel up for blame if it defends itself. Learn more about your ad choices. Visit podcastchoices.com/adchoices
On Friday's Mark Levin Show, twice as many MAGA Republicans favor regime change in Iran as those preferring a negotiated settlement, with President Trump's supporters overwhelmingly backing the overthrow of Iran's theocratic regime. 51% of MAGA Republicans and 50% of all Republicans support the US installing new leadership there, while only 25% in each group prefer a peace deal. This contradicts the narratives from the Woke Reich. Meanwhile, for 47-years, we did not respond militarily in any real way to the Iranian regime's murder of our military personnel and civilians. The policy practiced by presidents before Trump was exactly as the isolationists, appeasers, and pacifists demand today and demanded before POTUS attacked Iran's nuclear sites last June and this February. He is the first president to take real military action. Putting aside different views of the MOU, the forever war was and is being fought by an enemy that believes in forever wars. We certainly haven't fought a forever war against Iran. The result: thousands of Americans maimed and killed. Later, Zohran Mamdani is an inexperienced young sloganeer who has accomplished nothing, never worked a real day, and acts as a walking communist manifesto spouting empty slogans about working people, affordability, and lowering prices while knowing nothing. The Marxist experiment is a complete failure that only redistributes wealth without creating it, propped up by prior capitalism. Socialist systems like Canada's are condemned for horrendous outcomes, equal misery, and lack of motivation, while capitalism is praised as spontaneous commerce that rewards harder work, innovation, and better service with success and inequality. Learn more about your ad choices. Visit podcastchoices.com/adchoices
All of this week's episodes of It Could Happen Here put together in one large file. - How the United States Shaped the Dominican Republic’s Immigration Enforcement Machine - Settler Colonialism with Andrew - Anti-ICE Protesters in Minnesota Charged with Conspiracy - The Necessary War on Data Centers - Executive Disorder: Iran Deal, UFC at the White House, Dialog Hack You can now listen to all Cool Zone Media shows, 100% ad-free through the Cooler Zone Media subscription, available exclusively on Apple Podcasts. So, open your Apple Podcasts app, search for “Cooler Zone Media” and subscribe today! http://apple.co/coolerzone Sources/Links: How the United States Shaped the Dominican Republic’s Immigration Enforcement Machine Help Bring Ezra Home and Seek the Truth (https://www.gofundme.com/f/help-bring-ezra-home-seek-the-truth) More than a Massacre; Racial Violence and Citizenship in the Haitian-Dominican Borderlands by Sabine Cadeu Empire of Borders by Todd Miller Border Patrol Nation by Todd Miller From tierra de nadie to terre brulée – From Borderland to Border in Haiti and the Dominican Republic by Sabine Cadeu (https://www.histecon.magd.cam.ac.uk/barriers/July2022_papers/SabineCadeauPaper.pdf) Haitians, Magic, and Money: Raza and Society in the Haitian-Dominican Borderlands, 1900 to 1937 by Lauren Derby (https://www.jstor.org/stable/179294) Making the Dominican Republic Great Again? by Lorgia García-Peña (https://nacla.org/making-dominican-republic-great-again/) Marines in the Dominican Republic 1916-1924 (https://www.marines.mil/portals/1/Publications/Marines%20in%20the%20Dominican%20Republic%20PCN%2019000412600_1.pdf) US warns its ‘darker-skinned’ citizens of Dominican Republic’s migrant crackdown by Richard Luscombe (https://www.theguardian.com/world/2022/nov/22/us-warns-darker-skinned-citizens-crackdown-dominican-republic) Latinobarómetro 2024 Resultados por sexo y edad Informe de estudio #LAT-2024 v1 (https://www.latinobarometro.org/latinobarometro-2024#LAT-2024-selected-country-header) Ten Years After a Fateful Court Decision, the Dominican Republic Still Has a Statelessness Problem by Kevin Appleby (https://cmsny.org/dr-statelessness-problem-appleby-102323/) Addressing the Next Displacement Crisis in the Making in the Americas by Valerie Lacarte (https://www.migrationpolicy.org/news/haiti-next-displacement-crisis-americas) ‘They grabbed us like dogs’: deportation quotas tear Haitian migrants’ lives apart by Shandra Back (https://www.theguardian.com/global-development/2025/sep/07/they-grabbed-us-like-dogs-deportation-quotas-tear-haitian-migrants-lives-apart) Federal Agents Investigate Sugar Exporter Over Allegations of Forced Labor (https://www.motherjones.com/politics/2023/10/central-romana-homeland-security-sugar/) “They Just Came and Started Breaking Houses” (https://www.motherjones.com/politics/2021/12/central-romana-sugar-hoyo-de-puerco-demolished/) Despite US Import Ban, Sugar Cane Cutters Still Face Abuse in Dominican Republic (https://unicornriot.ninja/2023/despite-us-import-ban-sugar-cane-cutters-still-face-abuse-in-dominican-republic/) 10 years fighting for nationality in the Dominican Republic (https://www.institutesi.org/news/10-year-anniversary-of-dr-court-ruling-stripping-nationality) LEA Training Schedule 2024 (https://sansalvador.ilea.state.gov/training-schedule?c=fr-FR) International students graduate from elite federal law enforcement program (https://www.ice.gov/news/releases/international-students-graduate-elite-federal-law-enforcement-program) Dominican Republic students graduate from elite US law enforcement program (https://www.ice.gov/news/releases/dominican-republic-students-graduate-elite-us-law-enforcement-program) El misterio de Ellen Frances Hulett | El Informe con Alicia Ortega (https://www.youtube.com/watch?v=YKIg2np081M) How Far Will the Dominican Republic Go in Deporting Haitians? by Marius Loiseau (https://inkstickmedia.com/how-far-will-the-dominican-republic-go-in-deporting-haitians/) Fearing Deportation, Mothers Give Birth in Shadows by Hogla Enecia Pérez and Luis Ferré-Sadurní (https://www.nytimes.com/2026/05/26/world/americas/dominican-republic-haiti-hospital-deportations.html) Dominican Republic and Haiti at the Crossroads of the Massacre River by Simón Rodríguez (https://nacla.org/dominican-republic-and-haiti-crossroads-massacre-river/) US team reveals weaknesses at the Dominican-Haiti border (https://web.archive.org/web/20110526044642/https://dominicantoday.com/dr/local/2006/8/7/16173/US-team-reveals-weaknesses-at-the-Dominican-Haiti-border) Dominican Republic begins building border wall with Haiti (https://www.reuters.com/world/americas/dominican-republic-begins-building-border-wall-with-haiti-2022-02-20/) A 101-Mile Wall Goes Up to Block Haitians Pouring Over Border by Danielle Balbi (https://www.bloomberg.com/news/newsletters/2022-09-28/big-take-why-the-dominican-republic-is-building-a-border-wall-between-haiti?embedded-checkout=true#xj4y7vzkg) “A Veil of Legality” by Amelia Hintzen (https://www.sciencedirect.com/org/science/article/pii/S1382237316000234) Dominican border wall threatens environment, mangroves by Esteban ROJAS (https://phys.org/news/2023-03-dominican-border-wall-threatens-environment.html) Dominican Republic deports pregnant women in ‘inhumane’ migrant crackdown (https://www.theguardian.com/global-development/2025/apr/29/pregnant-women-deported-dominican-republic-migration-crackdown-haiti) La muerte de Ellen Frances Hulett se debió a infartos agudos al miocardio, confirma autopsia (https://noticiassin.com/la-muerte-de-ellen-frances-hulett-se-debio-a-infartos-agudos-al-miocardio-confirma-autopsia/) La muerte de la estadounidense Ellen Hulett: una cadena de preguntas sin respuestas by Ana A, Elina M (https://www.diariolibre.com/actualidad/sucesos/2025/07/03/muerte-de-ellen-hulett-una-cadena-de-preguntas-sin-respuestas/3170413) Alert: Ongoing Dominican Migration Enforcement (https://do.usembassy.gov/alert-ongoing-dominican-migration-enforcement/) 87 Aniversario de la Dirección General de Migración (https://migracion.gob.do/87-aniversario-de-la-direccion-general-de-migracion/) Haitians displaced by violence face deportation after fleeing to Dominican Republic (https://www.pbs.org/newshour/show/haitians-displaced-by-violence-face-deportation-after-fleeing-to-dominican-republic) Settler Colonialism with Andrew Settler Colonialism and the Elimination of the Native by Patrick Wolfe https://www.britannica.com/place/Liberia/History Liberia: The Violence of Democracy by Mary H Moran. The Hundred Years’ War on Palestine by Rashid Khalidi The Question of Palestine by Edward Said https://rpublc.com/story/2024/02/08/international-affairs/the-false-equivalence-of-liberia-and-israel Anti-ICE Protesters in Minnesota Charged with Conspiracy https://www.iheart.com/podcast/105-it-could-happen-here-30717896/episode/everyone-vs-ice-on-the-ground-in-minnesota-319435576 https://www.iheart.com/podcast/105-it-could-happen-here-30717896/episode/outlaw-criminalization-of-ice-watch-in-minneapolis-326372276 https://storage.courtlistener.com/recap/gov.uscourts.mnd.234418/gov.uscourts.mnd.234418.1.0_1.pdf https://www.youtube.com/watch?v=ZQ0hYCF60og Executive Disorder: Iran Deal, UFC at the White House, Dialog Hack Short Stories: https://www.reuters.com/business/media-telecom/spacex-ipo-makes-elon-musk-worlds-first-trillionaire-2026-06-11/https://www.justice.gov/opa/pr/justice-department-files-complaint-challenging-virginia-mask-ban-and-identificationhttps://x.com/DHSgov/status/2065442267502882838?s=20 https://www.youtube.com/watch?v=u7rjZqvbMIkhttps://www.haaretz.com/israel-news/security-aviation/2026-06-11/ty-article/israeli-firm-blackcore-suspected-of-meddling-in-nyc-scotland-elections/0000019e-b7d1-d892-adde-f7df71710000 https://democrats-judiciary.house.gov/sites/evo-subsites/democrats-judiciary.house.gov/files/evo-media-document/2026-06-15-raskin-to-patel-fbi-re-bonuses.pdf https://www.whitehouse.gov/presidential-actions/2026/05/removing-unnecessary-and-counterproductive-restrictions-on-access-to-federal-lands/ https://www.energy.senate.gov/hearings/2026/6/business-meeting-to-consider-pending-legislation https://www.pew.org/en/research-and-analysis/articles/2026/02/18/an-update-on-the-roadless-rulhttps://www.courtlistener.com/docket/73486770/united-states-v-warrant/ Police Shooting: https://www.mississippifreepress.org/mississippi-police-officer-shoots-and-kills-1-year-old-child-in-response-to-senatobia-shoplifting-call/ https://capitalbnews.org/mississippi-police-shooting-kohen-kartier-wiley/ https://www.whsv.com/2026/06/17/family-identifies-1-year-old-killed-officer-involved-shooting-walmart-protests-break-out-store/?outputType=amp https://wreg.com/news/local/ms-town-looks-for-answers-after-walmart-shooting-that-killed-1-year-old/ https://wreg.com/news/local/mother-of-toddler-killed-in-walmart-shooting-speaks/ https://www.wapt.com/article/senatobia-officer-placed-on-leave-tear-gas-deployed-as-hundreds-protest-death-of-1-year-old-kohen-wiley/71608163 https://www.fox13memphis.com/news/watch-child-dead-another-person-critically-injured-after-officer-involved-shooting-at-senatobia-walmart-mbi/video_af5674d5-cfc5-5e9e-83cb-64f0beded36f.html https://wreg.com/news/mbi-investigates-shooting-at-senatobia-walmart-parking-lot/?ipid=promo-link-block1 https://www.actionnews5.com/2026/06/16/community-rally-planned-after-officer-shoots-kills-1-year-old-senatobia/ https://abcnews.com/US/officer-involved-shooting-walmart-killed-1-year-boy/story?id=133965022 Iran Deal: https://truthsocial.com/@realDonaldTrump/posts/116743808155352167 https://edition.cnn.com/2026/06/17/middleeast/us-iran-war-mou-text-intl https://en.mehrnews.com/news/245340/Islamabad-says-Iran-US-reach-peace-deal https://en.mehrnews.com/news/245343/Iran-s-top-security-body-confirms-Iran-US-finalization-of-MoU https://x.com/CMShehbaz/status/2065467425408405712?ref_src=twsrc%5Etfw https://x.com/CMShehbaz/status/2066268332832194810?s=20 https://x.com/itamarbengvir/status/2066392115027050781 https://farsnews.ir/Qaysar/1781530307974297749/Spokesman-Iran-Oman-to-Charge-Fees-for-Full-Services-in-Strait-of-Hormuz https://x.com/phildstewart/status/2066552634803155267?s=20 https://x.com/osinttechnical World Cup:https://www.whitehouse.gov/presidential-actions/2025/12/restricting-and-limiting-the-entry-of-foreign-nationals-to-protect-the-security-of-the-united-states/https://www.state.gov/fifa-world-cup-26-visas https://www.americanimmigrationcouncil.org/blog/world-cup-ice-visas-iran/https://www.espn.com/soccer/story/_/id/49017941/iran-players-say-us-visa-policies-create-world-cup-tensionhttps://www.cbsnews.com/news/somali-world-cup-referee-omar-artan-talking-to-very-bad-people-andrew-giuliani/UFC Freedom 250:https://time.com/article/2026/06/15/ufc-fight-white-house-hokit-obama/https://www.justice.gov/opa/pr/five-men-arrested-and-charged-plot-attack-and-kill-government-officials-and-others-attendinghttps://www.justice.gov/opa/media/1446021/dl?inlinehttps://cnycentral.com/resources/pdf/99a48b49-11dc-4b9c-a158-6487087ab779-Propercomplaint.pdfhttps://www.youtube.com/watch?v=_rSE1tw7lI0https://thehill.com/homenews/administration/5927733-ufc-white-house-attack-plot/Dialog:https://www.wired.com/story/leak-exposes-members-of-peter-thiels-secretive-dialog-society/See omnystudio.com/listener for privacy information.
MeidasTouch host Ben Meiselas reports on Donald Trump panicking as Iran shuts down the Strait of Hormuz after Trump and Israel breached the MOU. Visit https://meidasplus.com for more! MeidasTouch relies on SnapStream to record, watch, monitor, and clip the news. Get a FREE TRIAL of SnapStream by clicking here: https://go.snapstream.com/affiliate/meidastouch/meidasnews?utm_campaign=4490308-affiliate2025&utm_content=customerpartner Support the MeidasTouch Network: https://patreon.com/meidastouch Add the MeidasTouch Podcast: https://podcasts.apple.com/us/podcast/the-meidastouch-podcast/id1510240831 Buy MeidasTouch Merch: https://store.meidastouch.com Follow MeidasTouch on Twitter: https://twitter.com/meidastouch Follow MeidasTouch on Facebook: https://facebook.com/meidastouch Follow MeidasTouch on Instagram: https://instagram.com/meidastouch Follow MeidasTouch on TikTok: https://tiktok.com/@meidastouch Learn more about your ad choices. Visit megaphone.fm/adchoices
MeidasTouch host Ben Meiselas reports on Donald Trump's 2 AM Meltdown as the MOU with Iran is collapsing. Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast Cult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices
Jon, Lovett, Tommy, and Dan record from Chicago after the dedication ceremony of the Obama Presidential Center, reacting to Barack and Michelle Obama's speeches, what it felt like to walk through the museum for the first time, and what lessons Democrats in the Trump era can take from Obama. Then, they react to the emerging details of Donald Trump's MOU with Iran, which he signed at the Palace of Versailles, JD Vance's efforts to seem like a normal person during his book tour, and why the algae in the Reflecting Pool is such an apt metaphor for Trump's presidency.
1.
On Thursday's Mark Levin Show, there are ongoing Hezbollah attacks—firing missiles and drones daily into Israel under a supposed ceasefire, directed by Iran, forcing depopulation of northern Israel. Hezbollah, an Iranian proxy never truly part of Lebanon that has murdered hundreds of Americans, assassinated Lebanon's president, and weakened the country, remains its most powerful force. The proposed MOU demanding Israel ceases military operations permanently, including in Lebanon, before a final agreement risk enabling continued Iranian aggression while setting Israel up for blame if it defends itself. Also, the $300 billion fund for Iran, which the U.S. would not fund but others would, was agreed upon after Iranian demands for reparations. Granting them access to this money will enable rearmament and reinforcement, as has occurred before. This Iranian regime cannot be bought off, given their belief that Allah wants non-compliers slaughtered. Iran already admits that they will help Hezbollah once they get the money. Hezbollah launched an attack tonight in which 4 Israeli soldiers were essentially incinerated. No MOU or final agreement will change who these terrorists are. Finally, Batya Ungar-Sargon calls in to discuss her new book - The Jews and the Left. Learn more about your ad choices. Visit podcastchoices.com/adchoices
President Trump's Memorandum of Understanding with Iran isn't a final deal… and that's a good thing; we'll discuss why Trump cut the MOU for real, and what's likely to come next; and Russia bombs a Ukrainian church to the deafening silence of the Woke Right. Ep. 2448 - - - Today's Sponsors: ZipRecruiter - Post jobs FOR FREE at https://ZipRecruiter.com/DAILYWIRE PureTalk - Make the switch in as little as 10 minutes and start saving today! Visit https://PureTalk.com/SHAPIRO Balance of Nature - Go to https://BalanceofNature.com to subscribe and save over 30% today. - - - Click here to join the member-exclusive portion of my show: https://dwplus.watch/BenShapiroMemberExclusive - - - DailyWire+: Become a Daily Wire Member and watch all of our content ad-free: https://www.dailywire.com/subscribe