Episode Transcript
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Speaker 1 (00:04):
Welcome to the Brian Mutt Show, and thank you for listening.
It's time for today's top three takeaways. Helpful, useful, repeatable,
Where we stand and what comes next with Iron and
meanwhile here at home, my top takeaway for you all
this Thursday. Let's take a look at where we stand.
(00:25):
Here's where the Vice President stands.
Speaker 2 (00:27):
I'm happy about where we are. I think the President
has struck a good deal for the American people, but fundamentally,
the Iranians have got to take the next step where
the president has a lot of options to go back
to the war.
Speaker 1 (00:38):
Okay, see yesterday in the wake of the Iranian ceasfire
deal that mostly held throughout the first day, which, by
the way, tends to be the most difficult and important
to get through. I waded through the steady stream of
US based GSS news continuing to literally report Iranian state news.
(01:01):
I think, just when you thought that they couldn't be
less credible. Oh, what's a Rundian state news reporting? Let's
report this headline from CNN. Iran halts train of horror
moose oil traffic after Israel's Lebanon attacks. Here's one from
the Associated Press. Iran closes the strait of horror moose
(01:22):
and responds to Israeli attacks on Lebanon. By midday yesterday,
those headlines made their way throughout our country and around
the world. And who was the source? Who is the source?
Speaker 3 (01:39):
The Ranian state media ah I mentioned that the same
ones that told Iranians the other day to put themselves
into harm's way.
Speaker 1 (01:54):
The same news media that said that they were not
negotiating with the Trump administration while they were. As ever,
we've teemly pointed out recently, GSS news in this country
just reports whatever the heck it is that Iranian steam
media reports within their country, and so in many cases,
(02:18):
a lot of these Iranian stea media reports are not
even for their people anymore. They're to manipulate us, try
to manipulate the American people via news sources like CNN
and AP against the president. So effectively, what's happened, what's
(02:40):
been on display, is that in this TDS driven world
of GSS news, this is GSS news, we live in
extraordinary times where your traditional news organizations have put the
Iranian government's credibility on the same footing as the Trump administration.
(03:01):
In somewhere right now, there's a tdser going, yeah, I
trust the Iranians more than I trust Trump. You're Joel,
look at this way you're about to say, I'm right, yes, yeah.
So this is the regime that's been the largest sponsor
(03:21):
of terrorism around the world for over forty years has
effectively been given equal footing with the Trump administration. In
other words, there's no real distance between the messaging that
readers and viewers of CNN or the AP and many
others receive than the propaganda Iranians receive. Now, what was
true was that there was a smattering of small scale
(03:43):
attempted attacks that were directed at our Middle Eastern allies,
seemingly to attempt to have them put pressure on the
US to reign in Israel. That's due to what did
take place yesterday as Israel turned its attention fully towards
targeting has blot An Elebanon, as Israeli Prime Minister Benjamin
net And Yahum and President Trump confirmed Lebanon wasn't included
(04:05):
in the seasfire deal. Yet Israel's attacks against one of
Iran's terror proxies was met with resistance by the Iranian regime.
What it appears to be the case is that there
very well may have been a misunderstanding in the Seasfire
because it actually wasn't a document as most are when
it was agreed to. It was a back and forth exchange,
(04:26):
and so it looks like the Iranian Malas really did
think that their proxy, his blot in Lebanon was protected
under the Seasfire deal, which clearly the United States and
Israel said it was not. That is something that probably
needs to be worked out. As for what actually took
place yesterday, here's the fact of the matter. There were
(04:48):
seven cargo ships that made it through the straight seven which,
by the way, in the grand scheme of things that
continue to be misreported, you had iron C Mediasa fifteen
yesterday he was seven. By the way, No oil tankers
actually got through. So you had about seven percent of
(05:09):
the typical traffic on day one of the seasfire. Now,
if you're an optimist, you would say, well, that's better
than the two to three percent that we were seeing
per day before. It's more than twice as much, and
that would be true. But seven percent, I don't think
is what a lot of people are hoping for or
looking for, which is why as you take a look
at what's going on in the financial markets this morning,
(05:30):
after the best day at about a year for stocks
and the biggest decline one day price of oil since
COVID hit. Why you're seeing oil up a few bucks
a barrel this morning, Why you're seeing futures a little
bit lower again? Because what's going on? We're going to
get anything through that straight? After all? Ron said it's closed,
(05:55):
and I mentioned this before, I'll ask you again, Joel.
Then cargo ships got through the trait yesterday? Is it closed?
Speaker 3 (06:03):
Clearly?
Speaker 1 (06:04):
Not closed? Yeah, it couldn't be if they got through, right,
Are there minds all through that straight? If seven cargo
ships made it through, maybe they're just lucky. Maybe they're
just lucky. I mean to tell you, but remember the
headlines ran closed, the straight of horror, Moose, Iran Holt
(06:25):
Tray of hor moose oil traffic. That's CNN and the
AP and all these others that report their crap obviously
not true, not true, but reported as though it's fact.
So my second tagaway for you today, what comes next? First,
another word from your vice president about the aforementioned situation.
Speaker 2 (06:47):
I think the Iranians thought that the ceasefire included Lebanon
and it just didn't. We never made that promise, we
never indicated that was going to be the case.
Speaker 1 (06:55):
Again, I do think that's going to need to be
worked out now in reality amid a bit of confusion,
much as intentional by the way by Iron State media
being paireded around the world. It is obviously not the
case that the strait is closed to traffic, but rather
(07:16):
Iran would love for everybody to think that's the case
because their leverage is keeping the straight closed. Well, they
had to give up to get that ceasefire was opening it,
so if it could be opened, but people think it's closed, shoot,
that's the best of all worlds from their perspective. Now,
your GSS news media of course would not communicate that
(07:39):
aspect of this. In their defense, they probably are so
dumb they can't put that together. But nevertheless, what I
did yesterday, other than tracking actual ships that are going
through that strait, rather than relying on Iron State News media,
was actually went to the shipping companies themselves. I wanted
to see what they were doing, if anything, differently what
(08:01):
they were saying they were going to do, which is
hugely important, and also what they would need to kind
of like get back to business as usual. Here is
one of the prominent first thing to know right now,
there are over eight hundred different ships that are quote
unquote trapped in the strait. Over eight hundred they would
like to get out of there with products. So that's
how big the backlog is now. Which, by the way,
(08:23):
even if we had normal traffic, it would take eight
days to get get all that through without anything else
new going in. But you have one. Best Boosy Maritime
has a lot of interest in that region. This was
a quote yesterday from Best Boosy. Most shipping lines would
want to get details and reinsurances on what it actually
(08:47):
takes to transit, and those details are not available. In
other words, we don't want to just kind of like
go through the straight and hope it all works out.
We want reassurances and details in case operationally we should
do anything differently than we did before. So until they
get that, they're just going to sit there. The International
(09:07):
Chamber of Shipping added, we need to make sure that
we have clear confirmation that the safety of navigation for
the ships and the seafeares are being agreed. So the
bottom line is that while the strait is actually open
once again for business. Shipping companies are super concerned about
(09:28):
testing the waters too quickly if there's still the possibility
the IRGC and there will send their ships to the
bottom the sea, which is reasonable not to mention liability,
because what happens if you're one of these big shipping
companies and your ship and its crew is sent to
the botm in the ocean, You're done from a liability standpoint.
That's so nobody wants to take on a liability. The
(09:50):
strait is open, but until things are cleared up, it
is more or less effectively closed for those reasons to
most of the ships. And Iran is just sitting back
and laughing because this is they couldn't to ask for
more than this, and your news VideA is helping them.
(10:12):
So this is part of the reason that oil only
only quote unquote declaim by about fifteen percent yesterday to
about six ninety six dollars a barrel, when the price
have been trading at sixty five before the Iranian war began.
There remains great deal skepticism skepticism within the shipping industry
about the ability to traverse the Strait safely and until
(10:34):
they're more comfortable it's not happening, and so if this
is try to resolve itself sooner than later. The US
is probably going to need to take an active role
and seeing to it that this happens, and perhaps our
feckless European allies to rely on that strait more than
we do too. On that note, an a joint statement
that was released yesterday, European leaders said our governments will
(10:59):
contribute to an ensuring freedom of navigation in this trait
of hormones. Well, that would be great. Are they there yet? Yeah?
I think their contribution was saying that we will contribute. Yeah,
there's another kind of looks that way, doesn't it. They've
done absolutely nothing, And this is really important because here's
(11:21):
the deal. What we have seen is we are still
in an operational mode to go on the offensive if necessary.
We haven't changed anything militarily over there, and so we're
not in a position to guarantee safe patches through this trape.
But who could be our European allies if they ended
up lending some resources there and demonstrating yeah, it's safe
(11:44):
to go through, we'd be fine. But they don't. Useless
people I cannot wait for the day always say goodbye
to the UN and I cannot say wait for the
day that we say goodbye to NATO. Useless, absolutely useless.
(12:08):
A third takeaway for you today here at home, White
House Press Secretary Caroline eleven. By the way, one more
in NATO before I leave them. They were tested and
they failed. And I would add it's quite sad that
NATO turned their backs on the American people over the
course of the last six weeks when it's the American
people who have been defunding their defense. Yeah, Ding, Ding, Ding,
(12:35):
totally agree. Okay, Now you're familiar with the saying when
the battle, but lose the war, right, and you have
countless historical examples of this, from the Battle of Bunker
Hill by the British the Revolutionary War they won that
one to al Qaeda nine to eleven. President Trump is
(13:01):
currently at risk of seeing like the inverse occur and
that he actually may win the war torn Venezuela, perhaps
Cuba too, but lose the political battle. Here at home
to cycle. So, following the flipping of Florida's House district
to eighty seven seat and Lieutenant Governor j Collins his
Senate seat in recent special elections, my top takeaway after
(13:23):
that that occurrence was that there were problems for the GOP.
Now that wasn't just due to both seats flipping from
Republicans to Democrats, but how it was that they flipped
from Republicans to Democrats, and both races, registered Republicans significantly
(13:44):
outperformed registered Democrats. Where the races appear to have been
lost was with independence or in Florida's registered MPAs, and
both races, those in the political middle who shut up
to vote heavily broke to the left. And one of
the few things likely occurred was this the the NPAs
motivated to vote those most likely to vote for Democrats
or NPAs who had previously broken for Republicans made a
(14:07):
hard left, probably a combination of the two to some degree,
and so that was particularly bad news for the GOP
in our state. So what has happened in two notable
races this week in other parts of the country. We
didn't talk about this yesterday because we're in the immediate
(14:27):
throes of the ceasefire and talking about all that. But
in Wisconsin on Tuesday, liberals expanded their majority in Wisconsin
Supreme Court by effectively flipping the technically nonpartisan seat that
are highly partisan races by twenty percent. They flipped it
in a statewide election in Wisconsin by twenty percent. The
(14:51):
seat had previously been been won by a conservative judge
by five percent. That is a devastating twenty five point
turn on a statewide scale. And then in Georgia, Okay,
so yes, Marjorie Taylor Green is no more Yay, Yes,
(15:12):
the Republican quarry for won the race and yes, even
one of by fourteen points. However, that too projects problems.
That was a major swing from the thirty four point
victory by Trump in that district, a major swing from
(15:33):
the twenty nine point victory most recently in that congressional
race by MTG from twenty nine to fourteen. So every
election across the country continues to paint a picture that
this year's midterm election situation is increasingly bleaked for the
(15:53):
GOP and it's imperative that DJT begins to deliver on
issues that matter most of people here at home, because
he win those wars but lose tons of battles this
year in the process.