The Bulwark Podcast
The Bulwark Podcast

David Frum and JVL: Iran Is Going to Make Trump Eat It

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Trump keeps promising more bombs and bigger explosions in Iran, but the regime knows he’s just trying to disguise his retreat. And the Iranians are not going to back down until the whole world can see...

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[Music]

Hello and welcome to the Bull Work podcast on your host JVL sitting in for Tim Miller before we get to today's show and our guest David from a couple programming reminders. We will not have new shows this Friday or next Friday, some of the shows this week may be a little bit late because people like me operate on a different schedule than Tim. Thank you for your patience. Today, I am joined by a very old friend of mine and friend of the

β€œpod. David from of the Atlantic, I think probably the the single most insightful writer in”

like our Trump age and also the host of the David from show over the Atlantic. David, thanks for coming back. Oh, thank you and we have known each other since I think the first Clinton administration. Wow. Okay, so because I think David's best point of leverage is talking about big picture stuff, we're going to do that but we do have to talk about some news of the day. First, David earlier this morning, the president of the United States, the commander in chief announced

that from this point forward any time Iran fires on a ship in the straight of Hormuz, he will be directing the U.S. military to blow up a bridge or a power plant or some other

piece of critical infrastructure in Iran. What do you make of this plan? I'm going to cite something

that is said by again, a friend of ours, Ed Lewis who wrote the biography of as big me a president who was national security adviser during the Carter administration. Almost half a century ago, reports that when the Iranians took American hostages in the 1970s, the very first move that the United States did was to consider military action against Iran. And when the United States considered military action against Iran in the spring of 1980, the very first thing that came up in the war

gaming in 1980 was and then the Iranians move against the straight of Hormuz, what's our counter move.

β€œThere are, I think, probably entire suites of rooms, maybe entire floors in the Pentagon filled”

with filing cabinets about what to do about the straight of Hormuz problem. So there's something kind of bizarre about the Trump administration acting as if this is some new problem that's

never been thought of before, they need to improvise a solution to. This has been more game

again and again and again since at least the spring of 1980, maybe even earlier. If you don't have an answer to the problem, what do you do about the straight of Hormuz, then that is a consideration that should stop you from doing the military action in the first place, but they're just improvising. And it goes to show something that has been very alarming what this war from the start. And I say this is someone who's broadly sympathetic to the aim of this war, who hoped it would go

well. But this group doesn't seem to think very hard about things, doesn't seem to have plans, doesn't seem to have plans either from American public opinion, for Congress or for bringing the war to resolution. And if you haven't thought it through at the beginning, the middle or the end is a pretty late time to start the thinking. Do you think this could possibly work to reopen the straight? I mean, it just seems to me that Iran has actually managed the escalation framework

very well over the course of this conflict. They have done really pretty calculated proportional

responses in escalation and it was only once they started striking the real critical energy infrastructure

in the other Gulf States that, you know, the Americans panicked and that's really what forced

β€œTrump to back off. Why wouldn't they simply do that again?”

Well, let's not make the Iranians out to be 10 feet high. If you were to see the world from their point of view, I'm sure it looks pretty bad. Much of their military infrastructure is a wreck. dozens of senior leaders have been killed that we know of. So the world doesn't look great from their point of view, but they have one thing going for them, which the Trump administration does not, which is a sense of time and a higher pain threshold. Because President Trump went to war,

promising quick, easy cheap victory, because he didn't get buy-in from Congress, because he made no effort to mobilize the public and because he has no capacity to mobilize the public. His whole war plan was predicated on this better work within about 10 days, because after that, you're out of patience. And he's now got a problem, which is, yeah, America's resources are vastly greater than Iran's. America's capability are vastly

greater than Iran, but America's pain threshold at this point is about zero. So all the Iranians have to do is stop one ship from moving through the straight, raise the price a little bit, and Trump panics, because he knows he has no mandate for leadership. He never sought one, so he hasn't got one. I think that's right. And the other thing is that, I mean, the Iranians, I think they have a couple other advantages here. One of which is that their their mosaic strategy

Just really networking all their defense decisions means that a lot of these

these operations that they are having carried out against cargo ships in the straight happen even without command and control, right? And so this is, they intentionally disperse the military to have units acting on their own. I don't know, it just looks to me like they have had the clear strategic view of how this conflict would unfold.

At basically every step, despite the fact that they have all of these limitations.

Every president from Carter onward has had to think seriously about a war with Iran, that hostage taking under Jimmy Carter, terrorism under President Reagan, more terrorism under the first President Bush. I'm confrontations under Clinton during both both terms. W, and so on it goes, even Obama, who's probably the one who considered at least, had to think about it at some point because they keep doing very provocative things.

And the reason there hasn't been a war with Iran from the Iranian hostage taking until now is because not because the United States couldn't do it and not because the United States couldn't win if it really said it's mind to it. But when people look at the costs, every president from Carter onward has said the cost isn't worth the benefit to us.

β€œIt's just not an important enough fight for an American point of view to bear the costs that”

are likely to come. And Trump just didn't do that calculation. And so now he's just told himself the cost weren't going to be real and now the costs are here and he is no permission. You can imagine some other president under some other timeline deciding, okay, now the time has come. They're too close to a nuclear weapon. I'm going to go to the American people. I'm going to mobilize the support in Congress. There is support in Congress for action against

Iran. There are a lot of members of the Congress, especially in the Senate, who remember the long list of Iranian terror actions against the United States on American soil and elsewhere. I was like, okay, Mr. Hypothetical imaginary president, or Madam Hypothetical imaginary president, you have our confidence, you're going to go to the American people. You're going to say this won't be easy. This won't be quick. There will be higher energy prices for eight, nine, ten months,

but it will be worth it. And here's why it's worth it. And if you can mobilize the public,

β€œwe'll be with you. That's what didn't happen. All he said was, this is going to be quick and easy.”

And that what was so powerful about Senator Osloff's line of questioning of Secretary of Defense

as he's legally taught called Pete Hexeth, which many people saw, was that he held Hexeth to account for the boastfulness and vanity and stupidity and glibness and easy promises. These guys were patting themselves on the back on day eight of the war saying, "Not since Douglas MacArthur has invented a triumph like this." And then when it turns out that that was not true. And it wasn't true even because they were lying. It was true because they were idiots in full of vanity and

puffed up ego. Now where are we? So at the Hexeth testimony, he requested another $67 billion emergency funding for the war. Just before April I think he had said the cost of the war so far had been 25 billion. So this is, I mean, the costs are moving pretty quickly upwards. And there are all sorts of problems that happened to elsewhere in the world when you start funneling just munitions of what not, you know, you're robbing from Peter to PayPal, right, or taking munitions,

it should be based in other places a way to push them to the region. Do you think that Congress will actually exercise some oversight here? Or is this basically just the theater that the administration has to go through in order to continue waging war? Because this is, I mean,

β€œthere's a genuine question to me, like Ken Congress shut this down or no?”

Well, it's pretty humiliating theater because the whole theory of the second Trump term is they were going to govern it every respect as if the president had all the legislative authority of the country in his hands. Among the reasons why he didn't go to Congress was he doesn't believe that he needs to go to Congress. He was going to take the existing funding of the defense by blind when quick, when big, when cheap, it'll be, it would be like Venezuela, or maybe try to

fund the war in some illegal way by seizing oil and selling it, giving the executive sources. That's been one of Trump's big project is to create non-constitutional sources of revenue, whether the tariffs, whether plundered and sold oil that gave him sources of revenue independent of Congress. And the point I keep making about this is the central design of American constitutional theory and of English constitutional theory before that was the executive

has nothing to spend except with the legislature gives it. And if the executive tries to spend money without going to the legislature, the second last monarch to try that was James the second and the English relevant to exile and the previous monarch to try it was Charles I and they cut his head off. So this has been taken pretty seriously. No money except what Congress gives you. And Trump keeps saying, I'm like a store king of the 1600s. I want to find some source of money

that Congress didn't give me to pay for things that Congress wouldn't approve of all the things

that Trump has done that are revolutionary. That's maybe the most. And that's his problem with

this war. War's got expensive fast. You do have to go to Congress and then there are questions

They're sure there's accountability.

I mean, Congress won't pull the troops out of the field. Won't cut off flows of funds to the

β€œtroops. And Congress won't refuse and it can't refuse to rebuild the stocks of inventory”

that were spent so lavishly and fast in this war. So there's going to be a lot of spending to restock. And what we've also maybe learned is that there's a lot of spending that's accomplished. The United States military is built wrong. One of the things that we keep getting hints of in this war is not only has it been a strategic failure, but it hasn't been an operational success. I mean, the United States is used to. We win every battle, but that's irrelevant because

we have a bad plan and we lose the war. Vietnam. You know, win every battle, lose the war. But in this case, it doesn't look like the United States is winning every battle. It looks like an military not set up for the age of drone warfare has been losing battles to people who are better set up for the age of drone warfare. And some of that is going to come to light too. And it's going to be expensive to say, you know what? The headset military is not ready for the modern

era. No, that is absolutely true. I've heard about that a few weeks ago. And the extent to which this war has exposed US military doctrine is not having evolved fast enough. And you know,

Iran is not a first ranked drone power. There are a second or third ranked drone power. But

clearly the, I mean, the revolution of drones is an economic revolution. Right. It is it is how do you get smart guided munitions without the platform costs to deliver them? And the drone, you know, takes that. And instead of having to develop a platform like a fifth generation fighter or a aircraft carrier or something like that, you can do it with these little things that you just take off because a guide launches it from a field. One more point about this drones. A friend of mine who's been

reporting from the Ukraine war points out, the United States is used to taking all the time in the world to develop its aircraft carriers and fighters and bombers. And then there are incremental improvements along the way. But, you know, you take a decade to design the thing and then you use it for 30 years. So my friend who is in Ukraine reports from the front that in a drone war, your technological lead over your adversary is measured in hours. Sometimes in minutes, you have

an idea. You try it. The other guy notices immediately what you've done puts his team to work and they counter it. And so you're these brief opportunities that may last, yeah, hours. And that's

β€œhow fast you have to move. And so the American procurement system is not just the weapons are”

obsolete, but the whole way the United States builds tests, deploys, and fields weapons. That may be obsolete too. Maybe the United States has had a lesson here in good time before it fought a major pure war that is on the wrong track, but what a way to learn and what cost. The board is brought to you by the Freedom from Religion Foundation. So, quick question. Who gets to tell the American story now? Because the fight for America's 250th anniversary isn't

just about fireworks and flags. It's about whether we tell the truth about what this country was built to be. And lately some people are working very hard to rewrite that story. Recent federal religious liberty report called for building more bridges between church and state. But here in the reality of this community, we should be clear. America reject the kings. They rejected divine rule and it created a constitution with no religious tests for public office. This wasn't anti-religion.

It was pro freedom. And that freedom, well, that includes free thinkers, atheists, agnostics, and the millions of Americans who don't want government taking sides on religion. The freedom from religion foundation works to keep state and church separate, because freedom of conscious means the right to believe or not to believe. Don't let anyone turn America story into a theocracy. If that matters to you go to ffrf.us/religion

or text religion to 5/11, 5/11 to join or learn more. Go to ffrf.us/religion or text religion to 5/11, 5/11 now. It's about deciding what kind of country you want to beat. Text religion to

β€œ5/11, 5/11 today, text fees may apply. One of your maxims that I think about nearly every day”

is that the Trump administration has many secrets but no mysteries. Yes. And thank you for remembering

that. I think I have found my first genuine mystery of the Trump years or at least the second

Trump years, which is why didn't he simply walk away after signing the memorandum of understanding? It would have been irresponsible to do so. It would have been irresponsible to see control of the straight-of-orm moves to Iran and to allow Iran to become the dominant power in at least that half of the Gulf region and to force everybody else to normalize relationships with them. Yeah. But it wouldn't have been any more irresponsible than launching the war in the way he did.

Yeah.

and moved on and done Cuba. Right. We're going to do a Cuba. And then we're going to start

threatening Greenland again or something like that and just move on the way he always does.

He creates a new story to cover his old failure. And yet he seems incapable of simply taking his loss here. He feels compelled to re-attempt to renegotiate over and over. That's a great point and it's a great mystery. And I'm not going to pretend I have an answer to it, but let me try a hypothesis. Okay. Which is one of the things that's distinctive about the

β€œIranian way of war is they also won't just pocket their wins. It's very important to them to”

humiliate their American counterparty. It may be that's because the United States is so strong. So again, this goes back to the days of Jimmy Carter and the Iotala Carter was willing to give the Iotala almost anything to get the hostage back before the election of 1980. And the Iotala wouldn't take yes for an answer. Even to the point where he held the hostage is even when there was finally a deal. He held the hostage so they were released under Reagan, not under Carter.

What was that about? It's still hard to understand. But there's something about Iranian political culture and I won't pretend to be any kind of expert on that. That says, once we've won, we want everyone to see that we've won and we want to make you eat it. And the one thing that Donald Trump cannot accept, he can accept defeat. He's taken lots of losses. Like the Iranians, he needs to create this cloud of squitting around his retreats to disguise the fact

that he's retreated and the Iranians won't insist on piercing that cloud saying, we want the whole world to see that you were beaten, you are humiliated, you ate it, and we won, and we want everyone to know that. So whatever the memorandum of understanding, there's going to be one more thing after it. It just makes clear, we won, you lost Ha Ha. Great. We've got two narcissists going out at each other. That's fantastic. Yesterday, we also got word that Trump has reached a deal with the

Saudis, which is going to enable them to enriching their own uranium. For commercial purposes only, David, not for the purposes of becoming a nuclear state. I have long believed that the Trump doctrine, the extent that it exists in any way, leads it exorably to nuclear proliferation, because everybody and their brothers going to realize that without America,

β€œsort of policing the world order, the only way to guarantee your integrity is to be a nuclear”

power. And so like Ukraine will have to be a nuclear power at some point, Poland will have to be a nuclear power. Japan will have to be a nuclear power, et cetera, et cetera. Is that what this is? Is the Saudi deal just one of those many baby steps on the way to that world or is this less of a, less of a thing to be upset about and worried about? Well, the Saudis are not quite the nuclear virgins that you might think. Remember, they paid

for the development of the Pakistani nuclear bomb. And people who know more about this than I do

tell me that the deal always was that the Saudis ever needed nuclear weapons, they would get the

Pakistani nuclear weapons, which they paid for. Saudi Arabia is like a lot of these countries, they really are nuclear powers in all but name. The Japanese, the South Koreans, they could be in nuclear powers within. They may not have the missile capabilities, but they operate nuclear

β€œcivilian nuclear reactors, they certainly, the bomb is at this point nearly a century old technology,”

they know how to do it. And Poland doesn't need a nuclear weapon of its own. What it means is the French to agree that the French nuclear weapon is now an EU nuclear weapon. And that nuclear weapon ended the force of the liver and that the British nuclear, those are European weapons that protect Poland. And probably they, to some degree, they are. And then what the steps will be, our French nuclear weapons forward deployed into Poland, are they still French nuclear weapons, are the EU

nuclear weapons. Also, as Putin has been demonstrating with the whole world, nuclear weapons are less useful than anybody used to think because what do they get you in the end? Because what do you do with them, once you have them? What the breakthrough with the Saudi nuclear program is, the Saudis have wanted a civilian nuclear program for a long time, for whatever reason they wanted it, whether military, whether, you know, maybe they do take seriously, they've only got so much oil,

they don't want us to burn it, lighting up their own cities. Whatever the reason they wanted it, they wanted it for a long time. And they've been seeking it since the second W Bush administration, at least to my awareness that goes by it, maybe farther than that. And the American answer has

always been the price of the permission for this, is recognition of the state of Israel.

That's the, that your biggest ask comes with our biggest price tag. And what Trump is done is not, he's not broken through any new ground. And I don't know that he's advanced Saudi becoming a nuclear weapon state, but what he has done is under pressure from Iran, he's cut the price. This is something that goes on again, because Trump is such a blowhard, and such a braggard. I don't think people are understanding how much weaker as a country the United States is,

how much less power it deploys in the world. Because one of America's biggest assets

Was its system of alliances, which in turn rested on its credibility,

which in turn rested on, not being seen as a predatory power. And because America now is so

β€œdistrusted, even by its closest friends, it has to pay cash for a lot of things that used to be”

able to buy with credit. And it has to cut its price for things that used to set high prices for. So the Saudis are about to get this permission without the price that was set by Obama by the others. You want to be a nuclear, right, recognize nuclear power state, recognize Israel, that's the price. So I've been spending a ridiculous amount of time scouring the internet for the perfect

office chair, because I'm a savvy consumer, always looking for the best deal, I've checked.

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That's select quote.com/bullwork/bullwork/bullwork/bullwork/bullwork. They shop, you save. So I'm glad you mentioned our friends. You are up in Canada and our friends in Canada woke up to a new tariff threat. How is this playing up there? Does it matter? Does any of this matter? Trump's tariff, his second attempt around the Ipa tariffs, that expires this Friday, he will try to find a new authorization scheme for it. The legal side claims one thing, but his

β€œother side claims like it's just because he's mad about wildfire smoke. Does any of this matter?”

How much patience do you think bullwerke listeners have for a discussion of Canada's security predicaments because I can go on on this point for this. A lot. Okay. A lot. You tell you, I know you're my patients for this is infinite. Okay, so let's go into somebody's time. I like that at will. Okay, and cut me off. So Canadians are very sophisticated consumers of American politics and not just at the high level. Like you stop walking to your average

like Pancake House and just stop people and they know perfectly well the Trump is on popular. They know perfectly well that these actions are illegal. They know they don't represent a consensus. There is not tremendous ill will toward Americans. And the degree of integration, people I mean the English language, Lee Common Legal Systems, a lot of travel, pretty bleak up here in the winter time, a lot of people because there's just a lot of people to people contact.

So Canadians know well the difference between the United States and the American people. And they know that Trump's actions are not universally supportive. They can all see the comments from the California Governor and Senator Adam Schiff saying, "Stop boycotting our wine in Canada, please." But what is enduring is there had been one Trump administration. Canada like many others. You know what? They're embarrassing passages in life of every nation.

We've all learned a valuable lesson from this. We will not speak of it again. Thanks for made. Mistakes were made. We will not speak of it again. Old Jewish Shoke. You'll forget it, Sheldon, and I'll forget it, Sheldon, but I won't forget it, Sheldon, and don't you forget it, Sheldon. I might have made some of that. But it's now happened twice. And Biden

β€œin between, from the point of view, Alas, was not that different. Remember Biden was the”

second most protectionist Presidents of the war. He was the second most isolationist

Presidents of the war. He was the President who showed second least regard for the opinions in interest of Alas. So from the point of view of an ally, Clinton, W. Bush, Obama, with difference of emphasis. They look pretty consistent. Projects like the Trans-Pacific Partnership are thought of under Clinton developed under Bush executed under Obama. Obama's major trade deals are negotiated under Bush executed on it. There's one in South Korea. There's one in Colombia. It's a

W Bush Obama continuity.

political terms, but Biden signs no trade agreements of any kind. First prize even Trump in

one had the USMCA, which was a bad trade narrow agreement, but still in agreement. Biden signs none. Biden is very heedless of ally opinion on things like Ukraine and other issues. And so from a Canadian point of view, and the other Alas, cannot it doesn't have a lot of options. The geography is the geography. If you get a piece of paper with a signature of the United

β€œStates President on it, do you believe it? That's why this business about the Gordy how bridge”

between just north of Detroit is so important, because it's an act of American faithlessness. It just says a piece of paper with a signature on it isn't worth anything. And by the way, the story of that bridge is already a story of working around American political dysfunction, because I think as most people know Canada paid for the bridge. And the reason Canada paid for the bridge was there was this bridge has been in the works for a long time. There's a deal between

Canada and the United States to build a bridge jointly and split the costs. And then this troll-like billionaire, and the guy who controls the bridge and he organizes a Tea Party protest

basically buys the Michigan State Tea Party, passes a law through the Michigan Legislature that

says no money can flow through the state of Michigan to the cost of the bridge. He's killed a bridge, he's preserved his monopoly, and the monopoly is valuable, not just because of the tolls, because there's a giant gasoline plaza at the bridge where you can escape some American

β€œtaxes on your gasoline. So he has the right to sell discounted gasoline, and that's a big money”

spinner. So the bridge bypasses all that. Canada putting up the cash and getting paid on the back end was a way to work around the Tea Party dysfunction. And now there's a new dysfunction, and it all just drives on the point America signature isn't valuable. And if you're Canada that's one piece of news, if you're Taiwan, that's a different piece of news. What does Canada do? I mean, do they draw closer to the EU here and to China, right? Pulled on both sides because of the geography,

what is the response for Canada? I mean, they do have to deliver us. It's a little weird to have, you know, the house that lives next to you, that your neighbor used to be a nice guy who would have barbecues with, and now it's an ax murder. Well, one thing that is happening and happening just about everywhere is a shifting of arms purchases away from the United States. And that's not just punitive. That's also because you can't trust American arms purchases. When Trump began

talking about including kill switches in defense technology, I mean, everyone understood before that that probably the things you bought from the United States came with some kind of American oversight of the use of the weapons. But since you were in an alliance system anyway, it didn't really matter. But this is a part of a pattern where Norway, which is a small bit very wealthy country, renewed its frigate fleet to defend its waters from against the Russian navy. The American

frigates were the best, but they were also the most expensive, and they came with maybe a kill switch. And they were intended to be using against the Russians, and you're not sure the Americans are your ally in a Norwegian resistance against the Russians. So they bought British frigates instead. And that's going to be the Canadian pattern. They will shift defense port. Canada's about to do a big burst of defense acquisition. And those dollars will flow to European and Korean sources

rather than to American sources. It has a lot to do with the development of Canadian energy resources. And the resources tend to be not on the coastlines, and there's a lot of difference, which way do you build your transportation networks, your pipelines, and you build them westward to Vancouver, where they can ship the gas, the oil, or whatever it is toward Asia, China, or do you integrate northsouth? The lesson of this is Canada needs to have an equal capacity to sell

east-wests northsouth because it needs to develop some options. Again, Canada doesn't have a lot of options. But you know, who's watching the story with much more attention, our places like Indonesia, Malaysia, the Philippines, Vietnam, these countries do have options. And unlike Canada, they don't speak English as their native language firms. That's most Canadians do. They're not integrated into a common culture of Anglo-American legality. They regard the United States as just another

repatious predatory imperial power. And one that they would be wise to make sure that they keep an exactly parallel tandem with another repatious predatory powers.

β€œYeah, the key difference being that the United States is not a predictable”

repatious predatory power in the way that the Chinese are essentially predictable. So, you know, harder to even make accommodations with us, right? Well, the point was in the

past, the United States was always non-predatory. Right. The thing that Trump complains about,

which is the United States subsidized the defenses of its allies, which was true that it did. And in return, it got a lot of difference. And, and difference, not just from poor countries, not the China's out. Who are China's allies, poor countries? The United States had deference from Germany and Japan. The world's leading industrial and technological powers would say, when push came to shove, we did it America's way because America is paying a

disproportionate share of the bill and we're all kind of grateful. And we trust them. And we think, you know, even more mad at them, we think their intentions are ultimately benign. It's been 10 years of Trump Biden Trump. And the allies don't think that anymore.

So they say, you know, we'll take a smaller subsidy for more autonomy.

All right. So I want to zoom out now and talk about some big picture America stuff, big

β€œpicture of form stuff. You on your show shortly before July 4, you had Jeff Goldberg on Jeff,”

like I, yeah. You spent the first two minutes talking about Jeff's stewardship of the Atlantic.

And I would just like to recapitulate that here for 30 seconds, because the Atlantic was always a

great magazine. But Jeff has made it the indispensable American magazine of letters in this moment. And it has been an extraordinary transformation. And my admiration for what he's done there is basically boundless. It's amazing. The Atlantic under Jeff's leadership, Jeff Goldberg's leadership, has tripled its paid circulation. It's in the block. And it's got a intense relationship with readers, mostly the United States, but increasingly around the world. As you often say about the ballwork,

if you are dependent on the goodwill of a single rich person, that person, even with the best well in the world, as you often say, is subject to pressure. And we've seen that with many media institutions in this country that enormous pressure can be brought to bear on people you would think were too rich to be pressured. And the safety and independence of media depends on paying their way. And the ballwork, the Atlantic, the New York Times, these institutions pay their way.

They have owners, you're cell phone, but the Atlantic has a note of the New York Times's owners,

but because they're in the block, because they're as readers supported, the owners can always say

in the face of pressure. Mr. President, I agree with you. No one is more and would be more delighted than me, but you know what? They pay their bills. I can't threaten to hold back the checks. So that's an important part of our compact with our readers. And it's important part of our readers compact with us. So of course, I don't know if that conversation or the piece you wrote right around there. You either wrote or said, America can be itself again. America can be restored

to itself again. I'd like to test that faith a little bit, because another thing you said was, we've been given a glimpse of if and when the American Republic fails, we now see exactly how it will. Could you just unpack that for people briefly? Yeah. Well, Americans talk about guardrails and

β€œJackson balances. And I think the story of the Trump years is that some have worked and others have not.”

So the one that has worked best is federalism. And as Trump has discovered with his scheme to interfere with the 26 elections and as he tried in 2020, when the Constitution assigned responsibility over elections to the states, it took away a resource that authoritarian regimes all over the world of use, Hungary and elsewhere, that is very hard for the central authorities. It's not impossible, but it's quite challenging for them to interfere with the actual operation of elections and all the

many thousands of jurisdictions with all their many different rules each set by its own state or even local authorities. So that's when it really has worked. The legal system has, by and large worked with some notable exceptions. Even though the Supreme Court is very friendly to Donald Trump, it is not completely compliant with him and the other courts. Donald Trump loses more often than he wins and he loses in ways that are binding as E.G. and Carol's errors contestify. There's now

$5.6 million of Donald Trump's money in their pocket to punish him for lying about his relationship

with her, which is what the jury found. And there may be tens of millions of more dollars of Donald Trump's heading toward E.G. and Carol and her errors. And God bless them and that she took a lot of abuse. Other court cases too are the tariff cases and so on. What has not worked is the separation of powers. Congress versus President. And what is astonishingly in our work is Senate versus President. You used to think of the Senate as this institution driven by both its

grand, even petty vindictiveness of just senators didn't have to put up with crap from the president and so they didn't. That's just doesn't seem to have worked. There is no vindictiveness. That has been astonishing to me, watching Republican senators who Trump has pull acts,

β€œand they seem to have no spitefulness in them. When did that leave American politics?”

Exactly. What petty vindictive spiteful? I think it left politics the day when a Senator thought my post-Senatorial career is staying in Washington and being an important lobbyist, not going back home and resuming my local law practice or enjoying the quiet of my ranch. Because they have their mind on future careers where good getting along well with the president will be important. Tom Tillis is already a rich man. John Cornen seems to be really mad. So you hear some rumors

from them, but they don't necessarily vote the way they talk. That's exactly right. See that's why I wonder if there's something psychological happening more than pecuniary here because are they simply afraid of their voters? Is that what it is? There does seem to be a rising level of fear of voters. You may have seen the statement from Adam Smith, the ranking Democrat on the House Armed Services Committee, where he cast a vote with this measure that purported

It was defeated to cut off a Israel.

I'm doing this because one of my staffers has been assaulted because my home has been vandalized

β€œand because I've been threatened. That's a tough thing to unpack. And now, why are you telling us this?”

Are you telling us this as an excuse? Are you telling us this to say you're doing this under dress? Are you telling us this is a warning? Well, at least, I mean, Lisa Murkowski has spoken very openly about being afraid of her voters. There's the the peep mayor quote in the New York Times shortly after the January 6th impeachment vote, where he said that one of his colleagues had said to him, like, I can't vote to impeach this guy because I have a wife and kids. They'll, you know,

they'll threaten to blow up my house. Yeah. This does seem new. Maybe I'm not new in the annals of American history, but certainly new in my political lifetime. Well, it's certainly new to admit it. You know, we're marking the 250th anniversary of the Declaration of Independence, where these, the signatories, the 50 plus signatories, said they're pledging their lives and their sacred honor. They were willing to be hanged. And maybe there was somebody there in 776

saying, you know, guys, in spirit, 100% absolutely. It's just that the British have threatened to

β€œburn down my farm. So I think on this one, I will be, take this. All the same. All the same. No signature,”

but certainly just go via contias, but you have my blessing. I'm sure they're always such people,

but they don't usually like to be known as such. And maybe that's one of the things that is different as people step forward and say, I'm afraid of violence from the President's supporters, or in the case of Adam Smith, from the far left. You said that we, you see how this all fails, how it all falls apart. Looking forward, do you think there are things that can be done to safeguard things? Right. So, you know, post-watergate, we have a bunch of reforms. You've written

about this a bunch. We have the Presidential Records Act. We have the de-politication of the post-office. Believe it or not, that was a thing we had to do. We had a campaign finance reform, which did not work that all that well and created its own problems, but there are a bunch of post-watergates structural reforms to try to prevent, at least, that problem from happening again. This is a baited question because I have my own list of things that I think need to be done,

but I'm curious as to what your thoughts are on this. What are often called the post-watergate reforms? Are also pre-watergate reforms? The 1970s were one of those areas,

areas like the area of just before the first World War of systematic revisiting that

institution. So, the postal reform, which, again, sounds kind of archaic now, but was really a big deal, was passed in 1971 before Watergate. And what it said was, post-masters are no longer going to be political rewards. And the post-master general is no longer going to be, in effect, the chairman of the President's political party, in charge of dispensing the rewards. Post-masterships will be just jobs. That's it. And you won't be fired if your party loses the election.

Which is whatever American election about since the founding of the republic, the dispensing of post-masterships. So, it was an error of reform, and they come about once every half century. So, you think we're due in the 1920s, but there's no sign of it. Now, areas of reform have their problems, because what often happens in an error of reform is you take something that had been aspirational and you write it down. And once you write something down, the people say,

"So, if I don't cross this line, I'm good." And what you want to be forced to write down, you can say, "Look, there isn't a line, there's just a general no-go area." And if you go--

β€œThis is why we need norms. I mean, once you start violating norms, you have to write it down,”

and you can't write everything down. So, there's a question. No one has ever written down. The President can't operate a business while serving as President. So, we write that down. Now, we're going to have to write that. The President can't operate a business. Next question, "Can the President spouse?" We can write that down. No spouse. "Cousinance, President's kids?" Oh, I don't know what we do with that. Brother-in-law,

President's brother-in-law, can he operate a business? I mean, eventually, you come to-- there's some relative of the President who will be allowed to operate a business. And corruption will flow through that person. If the President is minded to let it happen, you can't write everything down. And the old rule was just, just don't do anything unseamly, right? Just don't profit off the President's. You and anyone you care about don't do that.

Stay away. And yes, there will always be the Billy Carter embarrassment.

But we all understand that the President is as embarrassed by Billy Carter is everyone else, and the punishment for Billy Carter is that everyone laughs to the President. But we don't seriously think that Billy Carter's activities are influencing the President. When you start writing it down, you bump into limits. But we don't seem to be in that kind of a face. When I talk about America returning, I'll agree with you that there's something tragic with this. You never go back

to the way things were. The elves pass out of the world to borrow an analogy from Tolkien. You're not the people you were, but you can reconstitute and you can reform if you're minded to do it.

We can write down list of things that might be done.

it's an agreement about what the problem is. And it starts with enough political pressure from

the society to say, we want things to change. And that pressure, I don't think we feel it yet. One of the things I worry about a lot is that there are many of the most energetic Democrats

β€œwho think that what is important about Trumpism is not its manifestations in corruption,”

but its cause and social dissatisfaction. And so if you address the social problems, you don't need to deal with the corruption. In fact, it's kind of a waste of time to deal with it. You only have so much legislative time. So pass some health care thing, help people with COVID. Medicare for all. Yeah, help with the industrialization, and you'll take away the temptation to put Trumpism and then you don't need to stop the locks against this kind of predatory activity.

First, is that true? And second, does it-- what can you even succeed? Do you have the votes for these things? And the risk is, as happened under Biden, that the ambition to do social reform fails, or stymies, or it's disappointing, and no effort is made to do institutional reform. It's amazing that Biden just didn't do any of that, or almost not except for the Electoral Count Act. Yeah, I mean, this is the Biden theory of the case, which was not crazy at the time.

β€œWas the Trump-- it was what we talked about before, you forget it, and I forget it, and we'll”

forget it. Trump was an aberration. Biden just won the second largest victory in the post-region era. So Trumpism looked like, hey, that was just a one-off, instead of going for recriminations, instead of going for institutional reform, we're going to fake it till we make it.

We're just going to go back to normal. That was a thing that happened, and we never

have to speak of it again. And that's not a crazy view. It just turns out to have been wrong. I needed one other thing, which is said, I do have this enormous mandate, and I've won House and Senate. So I'm going to use that to implement a domestic reform agenda, more ambitious, even than Barack Obama's. There's a lot of pressure on it, but this is also his own motive. I will go down as one of the great domestic reformers along with Franklin Delano Roosevelt.

Only Franklin Delano Roosevelt did his reforms in the context of tremendous deflationary pressures. I'm going to do mine in the face of tremendous inflationary pressures. And so what Biden did was, he did a lot, and some people will like it. I don't love it, but that's not here. There's something like it. But what he also did was he uncorked and accelerated in inflation that was probably going to happen anyway, but his reform ambition made that inflation

fiercer and hotter than it otherwise would have been. Yeah, but also he fixed it. That mean the

β€œproblem in all this, and this is why I am, I am bearish on the idea of reform, is that I think the”

American people have shown that they don't really care, that they are eager to tolerate all of the norm breaking. They don't really care about anything. They are divorced from a lot of reality, and we see this constantly in like consumer sentiment surveys. One of the things I harp on is that both during the Biden years and during the Trump years, people have responded with like, you know, what are your sentiments about the economy? The numbers look like they did during

the height of the Great Recession of 2008, 2009. And we are nothing like that. I mean, you know, at that point, like one in 12 houses in America were foreclosed on. People were at a work in Elizabeth, it was very, very bad. Whatever the inflationary pressures and even the down economy of the Trump years have been, it's nothing like that. But people don't live in that reality anymore, and people change. Right, time change, people change. And at the end of the day, this really is a

question of the American people. And this is, this just gets back to everything else we were talking about earlier about Canada and our allies and other people. The problem they look at it isn't in the Trump administration was bad or the Biden administration was bad. The American people have kind of gone rotten. Right. And once the American people have gone rotten, you can't expect the government to be any better than the public demands of today. I'm hesitating how far to go. This is one of

those reveal your unpopular opinion moments. In my opinion, the opinions I'm weighing, whether to reveal or not are pretty darn unpopular. So I hesitate. But it's just us. We don't weigh back. Come on.

And 400, 400,000 of your best friends. But I always say, look, people are people. They're always

the same. They're selfish. And sometimes selfless. They're fearful until they're not. They have capacity for tremendous sacrifice. They have tremendous self absorption, but mostly they're focused on their own lives. And violence, they're probably better educated and less bigoted than ever before in an American history. The difference is who leads an inspires them. When you look at a period like the 1970s with all of its civil strife, riots, bombs going off, the weathermen, school busing

Protests that turned violent and often deadly.

any more stable than it is. By most measures, the society was probably a lot less stable in the 1970s than it is today. The difference was in the 1970s that the political system was a breaking out limit. The political leaders were looking for ways out, looking for possibilities of agreement. Whereas today, it's the political system that is the accelerant. So I would say not how

of the American people change. They're probably the same as always. It may be a little better

as education rises and affluence rises and so on. But the political leadership is much more desperate, competitive and unrestricted than it used to be. And so we have worse behaving elites.

β€œI think elite is not a bad word. It's I think it's in an inevitability. And the health of a”

society is measured by the self-sacrifice, the group mindedness, the continuity, mindness, the institutional minded, and so it's elite. And that seems to be the thing to me that is really different and worse in 2026 than it was in 1976. You've changed forward versus Carter for Maga versus Democratic Socialists of America. Simon, I would agree in part and disagree in

part. I agree that people are always the same, right? I mean, the human condition is the same

in all times in all places. But societies change very meaningfully, right? There is a difference between Japanese society in 1920 and Japanese society in 1980. The more is in the conventions, and the urges, and wants, and things they will tolerate, and things they will, as a society

β€œform around, change in very meaningful ways. And I think it is possible that America says,”

Mexico society has changed in really meaningful ways. But I would fully agree with you also that this is an elite problem as well. This is an end to both, not an either role, I think. Well, okay, so let me refine what I just said because when I say human nature doesn't change. I mean, yes, people become more religious or less religious. There is times when people remember depressions very vividly and therefore are very frugal and times when people feel prosperity

to be more real and therefore are less frugal. So behaviors can change according to events. But what I'm trying to think about, what is operationally different? And what could you imagine making different again? Programs say, well, let's see better behavior from you lot out there. Strike me is unlikely to succeed. And anyway, the things that would make a difference are not things that anybody can consciously control. If you can't say, you know, let's have more

religion plays. So there are people, there are podcasts, there's will say that, but you can't conjure up religion, but that way. And sometimes success and defeat make a difference. I mean, one of the things I, one of the passages in history that is maybe relevant here, you can see this on YouTube is when Richard Nixon in 1960 is Eisenhower's vice president having just lost the election to John of Kennedy had to decide in the electoral count over his own defeat. I recommend

people watching this is only about three minutes long. And Richard Nixon goes through this ritual. And then says, because of the situation, so unusual, I would like to ask consent if I can add a few personal words, but that's not in the script. And then he makes a short speech. And which he says, I hope the men in the crime one are watching what just happened here today. Now Richard Nixon, we all know, as a person of capable of great misconduct. But with the eyes of the

β€œworld on him, he thought the most important thing he can say was a mess, a cold war message about”

this sacredness and our democracy, the continuity of American institutions, and the nine interference in American elections. That was something he wanted to say to the world, because in 1960 it seemed important. And in 2020 it obviously didn't seem important. And so there are lots of people, not just one bad president, but lots of people went along with an idea to try to actually overthrow an election in a way that Richard Nixon would not do in 1960. All very well said, David,

thank you as always for coming and being with us. It is an honor and privilege to have you.

Thank you to all you guys listening for letting me sit in for Tim Sarah. We'll be back in the big chair tomorrow. Good luck, America. The board podcast is brought to you. Thanks to the work of lead producer Katie Cooper, associate producer Ansley Skipper and with video editing by Katie Loots and audio engineering and editing by Jason Brown.

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