Searching for an Iran Off-Ramp as War Strains Global Alliances
(00:00.714)
Off ramp for Iran. Again, I made my point very clear. I think that we need to remove ourselves from this situation sooner rather than later. And from what I’m seeing, because again, you have to pay very close attention to language and how things are being presented and how things start to change a little bit and turn.
a little bit and how politicians end up justifying their actions. The language is changing from the Trump administration. It’s changing from regime change. Okay, that was for we have regime change to leadership change. Now, let’s look at Venezuela. Venezuela.
We went in there, we took out Maduro.
took out Maduro, we’re just no regime change. It’s the same folks, it’s the same socialists slash communists that are running the show. We’re just working with them a little bit better. It’s that there are our little socialists and dictators at this point in time. If you think the opposition groups and people that left Venezuela, if they think they’re streaming back into the country, they’re not.
They’re not as it stands right now. They’re kind of like a client state country. Do I think do I think that what we’re trying to get done right now with Iran is trying to come up with a leader that we may be able to do business with? Yes, but there’s not going to be any regime change. Quds are still going to be there.
(02:06.894)
the same people are going to be running the show. None of that stuff, I believe, is going to go away. And I think we’ll be happy with that based upon where we’re at right now. We give the president the opportunity to declare victory. We took out the Ayatollah, and all well and good, and then try to cut some sort of deal. Whether or not the Iranians are willing to do that.
You’ve got most certainly different undertones here. It’s not Venezuela.
Not Venezuela. You took out, took the leader, took out a religious leader. We’re told that there is some pushback and, you know, many of the Iranians in the country, they want to be free. I get that. And I do think that there’s a lot of them that do, but I also think that there’s a lot of them that are. Again. True believers. In this guy and.
The one thing that holds true about the Middle East, and we’ve seen this for an extended period of time, is that you can have majority populations ruled with an iron fist by a minority. And that happens time and time again, and it’s part of the problems of the way that we’ve carved up the world, you know, after World War I and World War II.
I don’t know, will we be able to achieve this off ramp? I most certainly hope so. I don’t think that things are, again, going as swimmingly as everyone wants them to be. I’ll get into some of the stories that quite frankly, no one’s really reporting on. The big four Gulf economies, Saudi Arabia, UAE, Qatar, Kuwait, they’re,
(04:11.224)
They’re none too happy right now and what this is doing to their budget, what it’s doing to their economies. And they’re determining whether the force majeure clauses can be invoked in current contracts. Also, while reviewing current and future investment commitments in order to alleviate some of the anticipated economic strain from the current war. Again, some of this money that they were promising on investing in the United States.
they’re looking to yank that.
They’re looking to pull that out. You’re talking about some of the world’s largest and most active sovereign wealth funds. They pledge to invest hundreds of billions of dollars in the United States. Also big backers sporting events around the globe. That’s going to go away. And then,
This as well, you know, this is revenge of for lack of a better phrase that movie Crazy Rich Asians. Yeah.
people looking to Move, and they got a lot of money moving out of bank accounts from the region to Singapore and other places, Hong Kong as well. This, know, Dubai has turned into a wealth hub, but one thing that really, really, really wealthy people crave is their safety.
(05:46.914)
safety. They want their assets protected. They don’t want risk. They don’t need to take on risk when you have that type of money. And these economies, these countries know this right now. This is going to be a massive hit to their brand. And if you don’t think that they are raising this issue right now, they are.
So again, if you can take the off-ramp, cut a deal, do it. Watchdog on wallstreet.com.

