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CHINA IS THE REAL WINNER OF THE IRAN CRISIS – w/ Brandon Weichert

36:47EnglishTranscribed Jul 1, 2026
0:00

And I've been saying recently that the

0:02

war is going to be moving fronts and

0:04

it's going to become more I don't know

0:05

if we did we talk about it yesterday how

0:07

I believe it's going to become more of a

0:08

war of proxies.

0:09

>> I think you mentioned it either to me or

0:12

I watch your show so I I think I've

0:14

heard you say it but just you know

0:15

everyone should go and see what I was

0:18

saying back in March 9th. I was saying

0:21

that Somali land and you know there was

0:23

the the that side that kind of red sea

0:26

area was going to pop next. And uh I

0:29

think that's accurate. Yes, we did talk

0:32

about it. Actually, we did talk about it

0:34

because we were talking about proxy

0:35

escalation. So yeah, we did talk about

0:37

it.

0:38

>> Everyone should go also see what I said

0:40

in in February 2nd, 1996.

0:44

I said there's going to be more

0:45

instability in the region. Everyone

0:47

should go check that out. Well, you

0:48

would have been you would have been a a

0:50

prophet if you had said that because

0:52

back then back then 96 those were good

0:56

times, man, for everybody for the most

0:58

part.

0:58

>> Not not the Middle East, man.

0:59

>> Not in the Well, yeah, but you know,

1:01

it's all relative in the Middle East.

1:02

>> Better than True. True. Better than now.

1:04

Well, let's talk. I know China is an

1:06

area I understand really well. And the

1:07

Guardian put out a really interesting

1:09

piece today. I just got a summary of it

1:11

here. Um so the guiding reports uh on an

1:15

on an Asian group analysis uh that says

1:17

that China emerged as the biggest

1:20

strategic winner from the or in Asia at

1:23

least from the US Israeli war against

1:26

Iran. Uh number one, China weathered the

1:28

energy shock better than expected thanks

1:30

to large strategic oil reserves and

1:32

years of investment in renewable energy

1:34

making it less vulnerable than many

1:37

Asian economies. Before we go, there's

1:38

four points in there. Before we go to

1:40

the second one, pretty clear, and you've

1:42

talked about this already, that China

1:44

was really wellprepared for this, wasn't

1:46

it?

1:46

>> Yeah. In fact, like I I think I said it

1:48

to you or Tucker in the last two weeks,

1:50

China really, it looked to me and

1:52

sounded like their leaders were using

1:55

this war as a proof of concept to see if

1:58

they could really weather a real

2:01

geopolitical crisis involving the United

2:04

States. and they just proved they could

2:07

uh they proved to the world that not

2:09

only could they but they actually come

2:11

out looking much better. You'll remember

2:13

also by the way this is not the first

2:15

time China has been in the middle of a

2:18

major major crisis and they've actually

2:21

come out ahead co which of course

2:24

originated in China and I know there's

2:26

some argument about the real origins but

2:28

physically it came out of China whatever

2:30

the origins were I think it was man-made

2:33

um but it came out of China and the

2:35

Chinese actually if you look at the

2:38

first quarter after COVID when

2:40

everything started to reopen

2:42

China's GDP actually did better than the

2:45

West and you know they were ground zero

2:47

of it and it's because the Chinese were

2:49

able to prepare and they were able to

2:52

weather the storm better uh than we and

2:55

the West were and here again now you see

2:58

this playing out with the Iran war.

3:00

Everybody assumed that the United States

3:03

and the West were going to come out

3:04

ahead because China is so dependent on

3:08

Middle East oil and Iranian energy in

3:10

particular. That has not proven to be

3:13

true as we're now seeing the United

3:15

States is the one that's now over a

3:17

barrel. Uh you know, we're all waiting

3:20

for the the bottom to fall out because

3:22

we're so exposed to the disruptions.

3:25

China has not been. In fact, as we

3:27

talked about last time, much of the rest

3:29

of the world looked to China to help

3:31

them during this crisis. And how did

3:33

China do it? One of the things they did

3:35

was voluntary, excuse me, voluntarily

3:38

remove themselves uh from the global

3:42

market for the last two months, relying

3:44

exclusively on that SPR that they built

3:46

up. So, Mario, China's looking pretty.

3:49

And also it was a proof of concept to

3:51

prove to the world that their renewable

3:53

sector is truly truly robust. And it is

3:57

it is not just wind that they have. It

4:00

is not just solar. China has nuclear

4:02

power. China has a uh you know

4:04

geothermal power. China uses hydro

4:07

power. Uh that's what the three gorgeous

4:09

dam was about. And I remember six years

4:11

ago being on a panel uh in Washington DC

4:15

at a closed event and all of the

4:17

panelists and these were very well-known

4:19

people and because it was a closed event

4:21

I will not say their names but these are

4:23

very well-known people who are seen on

4:25

Fox and MSNBC and CNN and they were all

4:28

piling on me cuz I disagreed with them

4:31

when they said that the three gorgeous

4:33

dam was going to collapse and that was

4:36

going to become the the loss of

4:38

Xihinping's mandate of heaven. and that

4:40

that would lead to the collapse of

4:42

China. Never happened. Was not going to

4:44

happen. It was all a bunch of

4:45

gobbledegook.

4:47

>> Sorry. What is the What is that?

4:49

>> So, the three gorgeous dam the three

4:51

gorgeous dam is, I believe, the largest

4:54

dam in the world. Um, it it they China

4:58

built it to help to not only dam up the

5:02

river, but they also use it for massive

5:05

hydroelect electrical power generation.

5:08

and they forced a lot of Chinese

5:10

homeowners out of that area so they

5:12

could basically dam it up and you know

5:14

change the geography and it was a big

5:17

controversy and a lot of people in the

5:18

west were using that as another example

5:20

of Chinese government going too far not

5:24

being fair to their people blah blah

5:26

blah there was concerns that there was

5:29

engineering instability with the

5:31

construction of the three gorgeous dam

5:33

it was so big and massive that they

5:36

didn't build it right was the argument

5:38

and that it was basically starting to

5:40

bend and buckle uh and whatnot. It never

5:43

never turned to be true. It it was a

5:45

complete intelligence, you know,

5:48

misunderstanding

5:50

uh for from the west. And the bottom

5:52

line is people in 2020 when this story

5:54

was going around, including very

5:56

well-known people who should know

5:58

better, uh were running around telling

6:00

the US military, telling the US

6:02

government, well, between that and co

6:04

gee's coming to an end. It's not

6:07

happened. Uh, you know, the the Chinese

6:09

is a nearly a what is it? Over 4,000y

6:12

old country. They're a civilization

6:14

state. They're not going anywhere, guys.

6:18

Uh, until the 1400s, in many respects,

6:21

China was actually more advanced than

6:22

the Europeans, and it flipped in the

6:25

mid400s when the Ming Emperor died. But

6:28

now, it's flipping again. And I think

6:30

that it's very clear that whatever

6:32

happens with the Chinese current

6:34

government, China is not going away as a

6:37

great power. They're a competitor. They

6:39

have a lot of durability clearly and

6:41

they're only getting stronger. And I'll

6:43

just add one other thing, Mario. I have

6:46

a dear friend, uh, two people that I

6:47

know, but one one I'm close with was Dan

6:50

Collins. There's another one named Mitch

6:51

Presnik. And these are really really

6:54

brilliant. And Brendan O'Reilly as well

6:56

who wrote Everyone Is Wrong About China.

6:58

These are three brilliant China hands

7:00

that I routinely talk to. They all speak

7:02

Mandarin. Dan and Mitch started major

7:05

businesses and Dan still has businesses

7:08

in China and and Brendan is a former

7:11

intelligence analyst who lived in China

7:12

for a decade. All three of them tell me

7:16

that um there's a sort of mentality

7:18

among the Chinese. It's a floodplane

7:20

mentality. Basically, right now the

7:23

times are good. So the Chinese want

7:25

their government and want themselves to

7:27

maximize the good times because you

7:29

never know when the floods are going to

7:31

come back and they'll be weak again. And

7:33

that is why China is maximizing. They

7:35

are uh you know leveling up if you will

7:38

even when the west is saying oh no no

7:40

they're about to fall. They are not

7:41

about to fall. And they're benefiting

7:43

now from the geopolitical instability in

7:45

ways that Washington never well

7:48

Washington didn't predict. People like

7:50

me I was not alone in this by the way.

7:52

Other people were saying this as well,

7:54

but people like me were warning

7:56

Washington, this is not going to go the

7:58

way you think it will, but here we are.

8:02

Um, so the other point in the um in the

8:05

piece, the crisis accelerated demand for

8:07

Chinese clean energy exports. So,

8:09

China's exporting not only for internal

8:12

consumption, but they're exporting solar

8:14

panels, batteries, electric vehicles.

8:16

>> Um, so that's another way they're

8:18

benefiting.

8:19

>> It's another way they're benefiting. And

8:20

they're also sticking an eye a needle in

8:22

the eye of the west. Right? Remember I

8:25

remember in 2010 I remember everybody

8:28

talking about how dirty and polluted

8:31

China is. And China has a lot of you

8:33

know they're a large country that

8:36

rapidly industrialized. So they went

8:38

through a really heightened period of of

8:40

industrial degradation or or or

8:42

environmental degradation. But China

8:44

also is the country that committed to

8:47

reducing that over time. And one of the

8:49

ways they reduced it was through the

8:51

creation and the investment and the

8:53

scaling of workable alternative

8:56

energies. Whereas in the west we talk a

9:00

lot we talk a big game and we tax the

9:02

hell out of industries to make them

9:04

sustainable. China said we're not going

9:06

to do any of that. We're just going to

9:08

create alternative technological routes

9:10

that will inevitably mature and will

9:12

inevitably replace the quote unquote

9:15

dirty energy production that we go

9:17

through today. And that is what you are

9:19

seeing in real time happening. They

9:21

didn't punish industry in China. They

9:23

didn't go after the producers. They just

9:25

created alternative means. They scaled

9:28

it. They made it marketable. And now

9:30

here you have China is again running

9:32

circles around the west in a very

9:35

interesting and dynamic new field. In

9:37

the west we talk about Celindra which

9:40

was a massive government project that

9:42

failed miserably. Uh it was just it was

9:44

a symbol of graft and corruption in

9:46

2012. In China they don't have cylindra

9:50

was a was a it was during the Obama

9:52

administration. This was a big political

9:54

issue during Obama's re-election

9:55

campaign. Basically, a bunch of Obama

9:58

allies, a bunch of Democratic Party

10:00

allies got subsidies from the Obama

10:03

administration to create Yeah. And it

10:06

didn't go well. And the Chinese, on the

10:08

other hand, don't have this problem.

10:09

>> The renewable renewable energy subsidies

10:11

were renewable energy companies.

10:13

Correct.

10:13

>> There was a renewable energy company

10:15

that received subsidies from the Obama

10:17

administration to jumpstart solar

10:20

industry in the United States or to

10:21

scale it. They couldn't do it. They

10:23

couldn't compete with China, it turns

10:24

out. uh and the American taxpayer ended

10:27

up basically footing the bill for that

10:28

failure. In China, because they have

10:31

scale, because they have mass

10:32

production, because they have a very

10:34

talented human capital pool, many of

10:36

whom we trained, by the way, and didn't

10:38

retain here. Um the Chinese have been

10:41

able to now become not just competitive,

10:44

but dominant in alternative energy. And

10:46

alternative energy is not just wind, you

10:49

know, that's not all it is. It's hydro,

10:51

it's geothermal, it's nuclear. China, my

10:54

understanding is they have the hottest

10:56

burning Takamac nuclear fusion reactor

10:58

right now that's more advanced than

11:00

anything in the west. South Korea is the

11:01

next one. Uh and I think Japan is right

11:04

behind them. But China's leading the way

11:06

now in nuclear fusion R&D. So, you know,

11:09

China has they've already surpassed us

11:12

in so many respects and uh the war is

11:16

not helping to slow them down. It's

11:18

actually it's actually, you know,

11:19

supercharging them.

11:22

The Iran war. The Iran war. Yeah.

11:24

>> Yeah. So, so, but doesn't that mean

11:26

strategically speaking, they have an

11:27

incentive for the war to continue?

11:29

>> Yeah. So, this is an interesting thing,

11:31

and we kind of touched on this before.

11:34

Yes. The Chinese are benefiting, but you

11:37

have to remember this is a more than

11:38

4,000 year old culture. The kind of

11:42

preferences and proclivities that have

11:44

become ingrained over the course of that

11:46

time still dominate the thinking even of

11:50

so-called communist leaders. These guys

11:52

are not really communists. They're state

11:53

capitalists. There's a difference. Um

11:55

but the the and the the preference and

11:58

the proclivity culturally for China

12:01

historically has been we want to

12:04

maintain st as much stability along our

12:06

periphery because otherwise instability

12:10

along the periphery will feed into

12:12

instability and disruption and rebellion

12:14

in the center of the country which then

12:17

leads to the decapitation of regimes,

12:20

leads to civil war, leads to famine,

12:22

leads to the overthrow of dynasties. And

12:24

you have to really you have to really

12:26

view notably Xihinping, but you really

12:28

have to view the entire Chinese um

12:31

Communist Party of China as just another

12:34

of several dynasties that has ruled

12:37

China. And when you put it into that

12:39

perspective, particularly now, you start

12:41

to understand the patterns that are at

12:43

play and why the Chinese certainly don't

12:46

want the US to run the world anymore,

12:49

but the Chinese government also doesn't

12:51

want to see this kind of protracted

12:53

instability because they just don't like

12:55

that.

12:56

>> That's a good point. So it's like a thin

12:58

line where they do want to see a weaker

13:00

the U a weaker US where in relative

13:02

terms they do benefit but if they do

13:04

don't benefit in absolute terms and you

13:06

know using their strategic reserves

13:07

having higher inflation whatever it is

13:09

oil shortages even though even if they

13:12

weather the issues better than the rest

13:14

of the world so in relative terms

13:16

they're doing better they still worry if

13:18

they push it too far

13:20

>> then having it could lead to instability

13:22

back home. So it's kind of they're

13:23

treading a very very thin line.

13:25

>> That's right. And you have to remember

13:26

also the Chinese elite, the people

13:29

leading the country, these are mostly

13:31

people with engineering and other kind

13:33

of mathy hard science backgrounds.

13:36

Whereas in the United States, the people

13:39

leading our country tend to be lawyers,

13:41

lobbyists, liberal arts majors. These

13:44

are not people who really think uh in

13:46

sort of the grand kind of strategic

13:48

terms. Uh notably the civilian

13:51

leadership, they don't think like this.

13:52

Uh it's all very sort of not

13:55

technocratic. It's not competent. Uh

13:58

it's very ideological and it's very self

14:01

negating. And our system does not allow

14:04

really anymore for long-term strategic

14:06

planning. It just does not. I mean I I I

14:09

point to a recent piece of, you know,

14:11

work that I did where I analyzed why did

14:15

the Biden administration, I think in

14:17

2021 or 2022, sell off the US helium

14:21

reserve. We had a strategic helium

14:23

reserve that we had been building since

14:27

1920s

14:29

and we sold it during the Biden

14:31

administration to a German company that

14:34

had direct and significant linkages

14:37

according to the United States Congress

14:40

uh when they did an investigation after

14:41

the fact it had significant ties to the

14:44

Chinese Communist Party. Um so now in a

14:46

way indirectly China is owning our

14:50

strategic helium reserve and they've

14:52

since drained it. The helium reserve has

14:54

been drastically reduced. Um and helium

14:57

of course is a very critical supply for

14:59

multiple industrial inputs. Uh notably

15:02

the production of semiconductors. So my

15:04

point here is why did we do that? Well

15:06

some people say it's because Biden was

15:08

corrupt and I think that's probably part

15:10

of it. But part of it is also because

15:12

the US government wasn't thinking. It

15:14

wasn't thinking that, hey, we might need

15:16

this and we don't we don't want to get

15:18

rid of it. Even if there's a chance we

15:20

could maybe make some money uh off of

15:22

it, we don't want to get rid of that.

15:23

But that's not the thinking. That's not

15:25

the thinking.

15:27

>> The Chinese do think like that.

15:32

>> It's the uh it's the three little

15:34

piggies. Remember the three little

15:36

piggies? Uh the one that built their

15:38

house with brick. uh you know just just

15:41

you know maybe I'm getting

15:43

>> so how the hell the German company have

15:45

ties to the CCP and why did by the

15:47

what's your analysis why did

15:48

>> eventually so so basically the company

15:51

in question had business ties in China

15:54

and I'm going off memory now because

15:55

it's been a while since I've thought

15:57

I've had to talk about it but but

15:58

basically the company in question the

16:00

the United States Congress they

16:02

investigated it after the fact this was

16:04

a cifhious failure the United States

16:06

Congress determined that this German

16:08

firm was able to purchase it um because

16:12

they did not present themselves as

16:14

having a lot of contact connectivity

16:16

with China. They just said, "Hey, we're

16:17

a German company." And the Biden

16:19

administration signed off on it. And the

16:22

twist was after the fact, turns out that

16:25

company has a massive presence in China.

16:28

They do massive amounts of business with

16:30

Chinese-owned ent military entities. And

16:34

there is a fear among Congress that

16:38

notably the Republicans in Congress that

16:41

this sale was actually or this purchase

16:43

was actually orchestrated on behalf of

16:46

the Chinese government which wanted more

16:47

access to helium because of course China

16:49

is you know building their own massive

16:51

semiconductive production capability.

16:56

The third point's an interesting one.

16:58

Let me know if you agree with this one.

16:59

The report argues the conflict

17:01

reinforced China's narrative that the US

17:03

is a destabilizing force in the Middle

17:05

East and even the world, but in the

17:07

Middle East in this case. While China

17:08

presents itself as a more stable

17:09

long-term partner, China's been trying

17:11

to create that image for itself for a

17:13

while now, for years.

17:14

>> And it seems that Iran, the Iran war

17:16

played into that hand really well.

17:18

>> 100% 100%. This this at every level this

17:23

conflict in with Iran in the Middle East

17:26

has been a strategic disaster for the

17:28

United States. There is no win here. The

17:32

only upside, as I have said before, is

17:35

indirect in that if it forces us to

17:38

permanently be out militarily of the

17:40

Middle East and forces us to rep

17:42

prioritize our own hemisphere, that's a

17:45

win then. But it isn't by design. I can

17:47

assure you of that. None of this is by

17:49

design. Um the the the Chinese are the

17:53

real benefactor or beneficiaries rather

17:55

of this conflict. And from here on out,

17:59

we talked previously in one of our

18:00

episodes, Mario, of a post-american

18:02

Middle East. This is clearly a

18:05

postamerican multipolar world system

18:08

that's being birthed before our eyes. It

18:10

is one in which America is, yes, a great

18:12

power. It's not the superpower, though,

18:15

and it is in relative decline. We are in

18:18

we are officially there's no question

18:20

now that this country is in relative

18:22

decline compared to other great powers

18:26

rising powers like China and it will be

18:29

I think a China oriented maybe not China

18:32

run because there's there's still some

18:34

question as to whether Beijing actually

18:36

really wants to fully replace the United

18:38

States as sort of the world policeman.

18:40

Who would want that responsibility by

18:42

the way? Uh only the idiots in

18:44

Washington want that. Um but China

18:46

definitely will it will be a

18:48

Chineseoriented or Chinese orbiting

18:51

world system not unlike the concentric

18:54

circles of China's tributary system that

18:57

ruled their imperial order when the

18:59

emperor sat at the middle and everything

19:01

else orbited around him in that

19:03

tributary system. I think that's where

19:05

it's leading to. Do you not worry that

19:08

if an autocracy becomes a world

19:10

superpower and replaces a democracy, an

19:13

imperfect democracy?

19:15

What don't you worry about massive

19:17

centralization of power on a global

19:19

level?

19:21

I mean, so generally it's a concern.

19:24

Yeah. Uh if you had asked me that 10

19:26

years ago, I would have been much more

19:28

gung-ho in my answer saying yes,

19:29

absolutely. But I look at the United

19:32

States after the last 10 to 12 years. I

19:35

look at the West, the so-called West in

19:38

general, the so-called developed world,

19:41

and I I I see a lot of autocracy here. I

19:44

see a lot of centralization here, and

19:47

it's all

19:47

>> still a lot a lot less than the CCP.

19:50

>> Uh, admittedly, so I'm not saying that

19:52

this the CCP call the president an

19:55

right now.

19:56

>> Yeah. Yeah. No, I I get that. Well,

19:58

well, yeah,

19:59

>> try that. Try that. Yeah, you can.

20:01

>> I I Yeah. Yeah. I I I get it. I get it.

20:03

But what my point is my point is is that

20:05

we are trending more closer to the China

20:08

model on our own than China is trending

20:11

closer to our model. And so really it's

20:15

a question of gradation. Um and and

20:18

again I don't know if China wants to run

20:22

the world

20:24

so much as be the center of it. And

20:28

there is a slight difference there. Um

20:31

the Americans, the British before um the

20:34

Romans, they ran the world as they knew

20:37

it. Um the Chinese, I it's definitely

20:41

not something that's going to be good

20:42

for America on a political and military

20:45

and kind of national security level. Do

20:48

I think the Chinese want to invade

20:49

America and conquer us? No. No. No.

20:52

Well, don't say of course because I mean

20:53

historically empires do that and

20:56

America's been doing that now a lot in

20:58

the Middle East. Uh we don't call it

21:00

that, but that's what we've been doing.

21:02

Um so, you know, I don't want China to

21:05

run the world, to be clear. I don't want

21:06

to see them the number one. I want us to

21:08

be number one, the United States. But,

21:11

you know, I do I do I get into that kind

21:14

of ideological game anymore? No. I think

21:15

that's a holdover from the Cold War. I

21:18

think the real question is what system

21:21

does more for most people? And I think

21:25

still the American system has had a comm

21:28

c commulatively more positive impact

21:31

even with all the covert action and

21:32

whatnot. Um but you know I don't think

21:36

that's really even relevant here because

21:38

it's a question of who has the juice,

21:40

who has the power. And uh right now it

21:43

looks to me like that power and that

21:45

momentum and that leverage is

21:47

increasingly Beijing's to lose whereas

21:50

the Americans have already given theirs

21:51

away. We have already lost the mantle of

21:54

if you want to say empire. We've already

21:56

lost that.

22:00

>> Do you not worry what happens when she

22:02

dies?

22:04

>> I worry about what happens when American

22:07

presidents, you know, change over. Um,

22:10

>> no. Less so, less so. Come on. when when

22:12

it

22:13

>> doesn't really doesn't really have

22:16

>> look look G's an interesting figure in

22:18

China's system because he is the closest

22:22

>> to Mao they've had whereas Mao had like

22:25

it was all on him and he led them and he

22:28

did the after Mao died you'll remember

22:30

they had Dong Xiaoing they had you know

22:32

they they had Jang Jim they had Hu

22:35

Juntowa um and those three guys ruled

22:39

much more like a cadre and less like a

22:43

cult of personality. I'm not saying X's

22:45

a cult of personality, but he's

22:46

definitely more toward that end of the

22:48

spectrum. Um I think if you look at and

22:51

I think Xi therefore if you look at the

22:53

last what five total Chinese communist

22:56

rule rulers again communist in

22:58

quotations um three of the five have not

23:01

been this sort of cultish strongman

23:04

type. They've very much led by executive

23:06

committee and the you know they've run

23:09

it more like a board of directors for a

23:11

corporation than they have as like a

23:13

dictatorship as we understand it. It

23:15

wasn't Stalinist um or Mauist. Um, Xi, I

23:19

think when he does eventually go, and he

23:22

is old, uh, when he does eventually go,

23:25

I suspect it will be he will be replaced

23:29

by a more technocratic, less cult of

23:33

personality type leader and it might

23:36

actually end up stabilizing the

23:38

political system beyond what it is at

23:41

right now because China's political

23:43

system is h, you know, it their economic

23:46

model works. those purges and recent

23:50

purges and stuff.

23:51

>> Yeah. Yeah. And so what he's doing

23:52

though also under the the the impromoder

23:55

of anti-corruption is he's getting rid

23:57

of any potential impediment to his

23:59

direct reign. Um that is in Chinese

24:03

culture especially that is a that that

24:06

gives him more power for sure. It allows

24:08

him to maximize what he wants to do as

24:11

quickly as possible. But that also means

24:13

it's more responsibility. And if things

24:15

go pear-shaped on him, that means he's

24:18

going to get burned and held accountable

24:20

by the other members of the cadre uh far

24:23

more than he would have been if he had

24:25

governed more like Deng Xiaoing or more

24:27

like uh uh Hu Jin Tao. So, and with his

24:31

age and with these, you know, there's

24:33

there is a reckoning coming within the

24:34

political system of China, but I think

24:37

that the transition will probably be

24:41

less toward another Xihinping like

24:43

leader and more toward more of a

24:45

committee, more toward that kind of

24:47

board of directors style, uh maybe even

24:51

a triumpvirate possibly. um which

24:54

actually would probably lend itself to

24:55

greater levels of stability within

24:57

China's political system.

25:00

>> I know you worry a lot about a war

25:02

between um a continuation of the Iran US

25:05

war. How worried are you about a

25:07

conflict a direct conflict when it comes

25:09

to China and uh and the US and how

25:11

worrying is Taiwan for you? What do you

25:13

think will happen with Taiwan

25:14

eventually? So this is this is actually

25:17

the thing that does keep me up more

25:19

because um I think under ordinary

25:23

circumstances

25:24

I think the the if you look at things as

25:28

like a gravitational pole I think the

25:31

gravitational pole or center of the

25:34

world system is clearly in China's favor

25:37

slowly naturally pulling the world

25:40

system at least the developing world the

25:42

global south pulling them firmly within

25:46

China's orbit within that sort of

25:47

Chinese-led bricks potential order. Um I

25:51

think China doesn't have to do anything

25:54

and it will naturally reorganize itself

25:57

around the center the new center which

26:00

is China

26:02

but Xihinping is kind of a wild card and

26:07

because it's not that committee-led

26:09

system they had under the last three

26:11

leaders it's more like Mao Xihinping

26:15

could potentially overstep miscalculate

26:18

say I'm riding high right now I'm going

26:20

to I'm going to go even farther now. Um

26:23

and that could destabilize the whole

26:26

system and trigger a regional and later

26:28

world war.

26:30

But so far it looks to me like Xi has

26:34

also come to the conclusion that he does

26:38

nothing and still wins as the meme says.

26:40

So I don't yet see and believe me I I

26:43

used to think this was coming. So far

26:45

though, I don't yet see China making the

26:48

moves to initiate or to force a a

26:52

situation where their military could

26:54

possibly flip the script on the

26:57

Americans. They don't have to. They've

26:59

already achieved overmatch militarily in

27:03

the First Island chain. News flash to

27:05

Washington. And I warned them. I warned

27:07

them. There's a there's a speech I gave

27:09

in 2016 where you can find it, I'm sure.

27:11

I warned them that this was coming that

27:14

in 10 years time in 10 years time the uh

27:18

the United States was going to be if we

27:21

didn't change our ways the United States

27:22

was going to lose out um the the first

27:26

island chain to the Chinese. That time

27:27

has come and they've already outmatched

27:30

us. And if you go under my wret brief

27:31

substack, I have an article up there

27:33

today uh demonstrating how with the DF17

27:36

hypersonic glide vehicle, demonstrating

27:39

how with the uh with what they're doing

27:40

in counter space capabilities, with what

27:43

they're doing with their anti-access

27:44

area denial A2AD capacities, um they

27:47

have already achieved overmatch. They

27:49

don't really have to do much. They've

27:52

already kept the American military at

27:54

bay because the American military, the

27:56

only way we can fight them is with the

27:58

Navy and the Air Force. Well, they've

27:59

ranged our air bases in the region uh

28:02

with the DF-17 and these other weapons,

28:04

and the Chinese can keep our carriers

28:06

over the horizon with their DF-21,

28:09

DF17s.

28:11

Um, we can't afford to lose our ships.

28:14

The Chinese can. The Chinese have

28:16

missiles in abundance and drones. And

28:18

that's something the Iranian war, the

28:19

Iran war has taught them as well. The

28:21

Americans will keep their ships out of a

28:23

contested hot uh combat zone. And so the

28:27

question is does China really have to go

28:29

to war uh to already achieve their grand

28:32

plan of becoming the new number one? I

28:36

think a rational actor would say no. But

28:38

again because Xi has aggregated so much

28:41

power toward himself and there are

28:42

inputs you and I aren't privy to in that

28:45

closed political system. It's possible

28:48

also X says to survive I got to trigger

28:50

a war now and red rededicate and

28:53

redirect my people away from whatever

28:56

they don't like in my regime to you know

28:58

fighting a foreign foe. Do I think it'll

29:00

be Taiwan? It's possible. That's the

29:03

likeliest or that's the most obvious.

29:06

But G and everybody who runs Beijing

29:09

understands beyond the complexities of

29:12

launching an amphibious attack. They

29:14

also understand many Chinese view

29:17

Taiwanese as fellow Chinese. And most

29:20

Chinese people do not want to send their

29:22

sons to go fight and possibly die

29:25

killing other Chinese. They would much

29:27

rather um do something against Japan.

29:31

And I that is the unspoken story here.

29:33

I'm I think I'm the only one who's been

29:35

writing about this at my Substack uh

29:37

about the actual threat to Japan,

29:40

particularly now that they have this new

29:41

government there where the the I think

29:44

her name is um I'm forgetting her name,

29:45

Tagachi or Tea. The new the new woman

29:48

running Japan is extremely militant on

29:51

China. China has scale. They have

29:54

overmatch. They don't even have to

29:56

invade Japan to do damage. They can do

29:59

what Hezbollah does to Israel. They can

30:01

do what Iran is doing to the Middle

30:03

East. They can just overwhelm Japanese

30:05

defenses with missiles and drones. What

30:08

would be the trigger? Um Brendan

30:11

O'Reilly, who my my buddy who wrote uh

30:13

Everyone Is Wrong About China, the

30:15

trigger would probably be if Japan

30:17

decided we're going to get nukes, which

30:19

is not impossible at this point given

30:21

the breakdown of the US alliance system.

30:23

>> I I don't know. I think I think China

30:25

would be

30:28

more open to Japan having nukes and I

30:30

don't think it would be that big of an

30:31

issue for China. Um

30:33

>> I don't I don't think you know

30:37

it is an emotional issue.

30:39

>> Yeah, but true. But that goes against if

30:41

they if they find that to be an issue

30:42

that goes against their

30:43

non-interventionist strategy and why

30:46

suddenly different for Japan.

30:47

>> No, it's that's different. That's

30:48

different. We're talking

30:49

>> country. It's a southern North Korea has

30:51

a has a nuclear weapon.

30:52

>> Yeah. North Korea. Yeah, but North Korea

30:55

is a cat's paw for for Beijing. Um, in

30:58

fact, this was one of the reasons the

31:00

one of the the hidden stories, the

31:02

backstories behind the Trump uh Kim

31:05

Jong-un uh meetings in the first term

31:08

was because the Chinese tried to have

31:11

Kim Jong-il or Kim Jong-un rather

31:13

whacked and replace him with his halfb

31:15

brotherther who they could control more

31:17

and

31:19

>> the Chinese tried to I think tried to

31:21

kill Kim Jong-un because Kim Jong-un

31:24

came into power replacing his father Kim

31:26

Jong-

31:27

Kim Jong-un came into power and he was

31:29

very independent-minded and the Chinese

31:32

were concerned. He the first thing he

31:33

did was kill his uncle, which his uncle

31:36

was China's man in the royal court of

31:38

North Korea. And and Kim Jong-un did

31:41

that very pointedly to send a message to

31:44

Beijing, I'm my own man. Uh then he uh

31:46

he went about killing all and and

31:48

excommunicating all the people in the

31:51

elite who were very close to China in in

31:53

his first several years in power which

31:55

led to his brother I think being eyed by

32:00

China to replace Kim Jong-un. And Kim

32:04

Jong-un famously had or infamously had

32:06

his brother whacked. I think it was in

32:08

the Thailand airport. Who were the

32:10

bodyguards around

32:11

>> South Korea?

32:12

No, I'm pretty sure it was like Malaysia

32:14

or Thailand. Um, who who was the who

32:17

were the group that was supposed to be

32:19

protecting the half brother

32:22

>> were Chinese? Uh, they were Chinese. It

32:25

was the chi they were Chinese military

32:27

trained.

32:28

>> Yeah. And uh and and that to me pointed

32:30

to the fact that that was a hit on his

32:33

own brother because Kim Jong-un was

32:35

convinced the Chinese were going to try

32:36

to whack him and replace him with their

32:40

agent. uh his half brother. So he

32:42

preempted it and then he started getting

32:45

cozy with Trump because he didn't want

32:47

to be Kim Jong-un didn't want to be too

32:49

close to the Chinese knowing that they

32:50

were coming at him. And I think that is

32:52

what reset everything when Trump and him

32:55

got along and started doing some really

32:57

momentous stuff together at the

32:59

diplomatic level. It's a shame that

33:01

Trump didn't continue as president. Um

33:04

but but that kind of

33:06

>> remember when he crossed into North

33:07

Korea yesterday?

33:07

>> It was amazing. It was it was I mean

33:09

that was like that was iconic. That was

33:12

Trump at his finest. Um and it was

33:15

beautiful actually to see. And um you

33:19

know what happened then was uh Trump got

33:21

out of office. He lost and Biden came

33:25

in. Biden was um a lot I think uh less

33:29

open to Kim Jong-un. And Kim Jong-un

33:32

then had to pivot. And who did he pivot

33:33

to though? Who did he pivot to? He

33:35

pivoted to Putin. Uh Kim Jong-un pivoted

33:38

to Putin to play China off of China

33:41

because for Kim he knows China tries to

33:45

use him as a cat's paw. But ultimately

33:48

does China not want to see North Korea

33:51

have nukes? China doesn't really care.

33:53

They don't care about that. But they do

33:55

care. They do care if Japan gets nukes.

33:58

You can bet your bottom dollar on that.

34:00

And they will do something militarily if

34:03

it looks like uh Japan is going to going

34:05

to get nukes. And Japan, by the way, is

34:07

looking at what happened in the Middle

34:09

East and they're looking at what's going

34:11

on in Europe and they're saying, "We

34:13

can't trust the American security

34:15

umbrella." Remember at the start of this

34:17

year, Mario, they were having this this

34:19

antagonistic round of of of back and

34:22

forth between Tokyo and Beijing. And it

34:25

and in fact, um what was it? The

34:27

Japanese war plananes actually buzzed

34:30

the Chinese carrier. I think it was in

34:32

the um the Sea of Japan while the

34:34

Chinese carrier was doing these

34:36

provocative military exercises near

34:38

Japanese territory and Trump got on the

34:41

phone in December or January and told

34:44

the Japanese leader, "Knock it off." And

34:46

I think at that point,

34:47

>> yeah, it was also when the Japanese

34:49

leader was saying Japan will get

34:50

involved if China makes a move on

34:51

Taiwan.

34:53

>> Yes. which is also when I spoke to the

34:55

guys at Joint Base McCord several years

34:57

ago, I warned the leadership there that

35:00

the real issue with Taiwan is not a

35:02

China Taiwan scenario because I don't

35:05

believe any American leader would

35:06

actually intervene militarily to stop it

35:08

at this rate. But the mutual defense

35:11

treaty with Japan, if Japan got

35:13

involved, they might try to rope us in

35:15

like NATO's trying to rope us in against

35:17

Russia

35:19

>> and like Israel's trying to rope us in

35:20

even more with Iran.

35:23

Everyone's trying to rope you guys in.

35:25

>> I know. That's why my new book coming

35:28

out. We don't yet know. It's probably

35:30

going to be around.

35:31

>> The title is Stop Roping Us in

35:34

everybody.

35:34

>> That's actually not bad, Mario. That's

35:36

not bad. No.

35:37

>> Leave us the heck alone.

35:38

>> That That's not bad. Get off my lawn.

35:40

No. Uh, no. That's the title. The title

35:43

is Fortress Americas, and it is uh it is

35:46

about Western Hemispheric Defense. And

35:48

uh

35:48

>> Can't wait for it to come out.

35:50

>> Yeah, I'll send you a copy. I'm I'm

35:52

almost done. I'm I'm about 20,000 words

35:55

away and I'm trucking along at about

35:57

1,500 to 2,000 words a day. So, I'll be

36:01

done soon.

36:02

>> Yeah.

36:02

>> All right, man.

36:04

>> Thanks for jumping on. I think next next

36:06

time we chat next time we chat, um I

36:08

want to talk about Ukraine developments

36:09

there with the assassination attempt in

36:12

Monaco as well.

36:12

>> Just be on the lookout for Yes. be on

36:15

the lookout for Ukraine possibly getting

36:17

a nuke. And I'll just leave it at that.

36:20

>> Right. All right. He gave us the title

36:21

for the next interview that me and

36:23

Brandon were doing. Why' you guys take

36:24

him off so early? I usually say bye to

36:26

him, guys. Why' they kick him out so

36:28

quickly? What the hell, guys? All right,

36:31

guys. I'll see you guys I'll see you in

36:33

um in 15 minutes with a new guest uh

36:37

with

36:39

uh Tom Luongo and followed by Muhammad

36:41

Faridi and then Larry Johnson. See you

36:43

guys in 15. Bye.

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