---
title: 'The Iran Deal Just Broke The Global Economy'
source: 'https://youtube.com/watch?v=r4xoOQ32KNM'
video_id: 'r4xoOQ32KNM'
date: 2026-06-29
duration_sec: 1613
---

# The Iran Deal Just Broke The Global Economy

> Source: [The Iran Deal Just Broke The Global Economy](https://youtube.com/watch?v=r4xoOQ32KNM)

## Summary

The video argues that the 'forever war model'—a system where war generates profit for the military-industrial complex—is ending because the emerging technological-industrial complex (AI, data centers) requires global stability. It explains how the US uses Israel as a proxy to maintain conflict in the Middle East, but now a shift toward infrastructure and AI investment is forcing a transition away from perpetual war.

### Key Points

- **Forever war model ending** [0:00] — The forever war model, which profits from conflict, is ending because the global economy needs stability for AI and tech infrastructure.
- **US-Iran deal canceled** [1:38] — A US-Iran deal to end a Middle East war was canceled after Israel continued bombing Lebanon, violating the agreement.
- **War as a business model** [2:44] — War generates demand for weapons, justifies larger Pentagon budgets, and creates reconstruction contracts—making it the most profitable business model.
- **US history of war** [3:56] — The US has been at war for 93% of its existence, with only 15–20 years of peace; most wars were not officially declared.
- **Proxy warfare explained** [4:56] — The US uses proxies like Israel to destabilize regions while maintaining a 'good cop' image, avoiding direct military engagement.
- **Transition to AI** [6:51] — The forever war model is being replaced by investment in AI, robots, and digital infrastructure, which require stability.
- **Capital over government** [8:34] — In the US, capital (corporations, banks) sits above government, unlike sovereign nations where government controls capital.
- **Dollar as weapon** [11:57] — The US uses the dollar's global dominance to sanction, cut off, or collapse economies of countries that resist.
- **AI vs. war model conflict** [16:54] — The technological-industrial complex needs stability for AI buildout, conflicting with the military-industrial complex's need for chaos.
- **J.D. Vance as tech face** [19:49] — J.D. Vance, backed by Peter Thiel, represents the technological-industrial complex and is positioned as the face of the new order.
- **Civil war in profit machine** [23:08] — The conflict is not US vs. Iran but a struggle between two factions of the same system: old war model vs. new tech model.
- **Rebuilding more profitable** [25:46] — Financing rebuilding, owning ports, and controlling data centers is more profitable than war, driving the transition.

### Conclusion

The forever war model is being phased out in favor of a tech-driven infrastructure model, with Israel's role as proxy likely to be absorbed into the new profit machine.

## Transcript

So, it looks like the forever war model
is coming to an end.
>> We initiate, we attack, we surprise, and
we attack those enemies that seek our
destruction, that seek to kill us, we
attack [music] them before they have a
chance to do so. If you know Hebrew,
akam lo orega ashkel lo orego. Kill them
first.
>> The next phase of the global economy
needs something that the forever war
model just can't give us, which is
stability.
Why we need stability is because
you can't build a trillion-dollar AI
grid in a world that's always on fire.
Now, if this is true, it would explain
why we're seeing such a change to the
narrative from the media.
Because right now,
there is real criticism of US's greatest
ally Israel.
And it's criticism by people no one ever
thought would criticize Israel.
>> And, you know, you're you're a country
of of 9 million people. You can't just
kill your way out of solving [music]
every single national security problem
that you have.
>> Why
did October 7th happen? What were the
signals that were missed? What could
have been done differently?
>> [music]
>> What did Bibi Netanyahu think he was
doing having Cutter pay Hamas millions
and millions of dollars a month in
order, in his thinking, to weaken the
Palestinian Authority? What did he think
was going to happen?
>> Without the United States, there would
be no Israel. Israel would have been
blown up a long time ago had I not
gotten involved. Israel's fighting
Hezbollah too long and too many people
are being killed.
>> Let me explain.
A couple of days ago, the United States
and Iran signed a historic deal to end
one of the most destructive wars in the
Middle East.
And within days, that deal was canceled.
How come?
Well, it's because America's closest
ally in the region kept on bombing
Lebanon, which was in violation of the
agreement between Iran and the United
States.
That agreement, by the way, is called
the memorandum of understanding.
Now, Israel's basically saying, "This
deal does not apply to them."
So, Iran was like, "Well, okay. We're
now closing the Strait of Hormuz again.
So, no more oil for the world. Have fun
with the global economy, and let's see
how long your markets last."
That's where we're at today.
Now, the thing that I want to explain is
how the world actually works, and what
Israel really represents for the United
States.
This is going to be a pretty ambitious
video, but what you have to understand
is that
for a very small group of powerful
people,
peace is a very dangerous thing.
Because peace threatens the most
profitable business model that humanity
has ever created. [music]
That model, of course, is the forever
war model.
The product is war, and the way it works
is
war generates demand for weapons, and
every time countries fight, that
justifies a bigger Pentagon budget, and
every destroyed city becomes an
opportunity to make money with
reconstruction contracts.
That is why we are seeing non-government
officials structuring deals on the
behalf of the United States.
>> So, Jared Kushner actually came up with
a with a very interesting solution with
the Qataris, where
>> instead of actual people that represent
the country, we're seeing real estate
developers negotiating these deals.
Because
rebuilding's very good for business. In
fact, it is so good for business that if
you look at history, you'll find that
the United States has been at war for
something like 93% of its entire
existence.
In almost 250 years as a nation,
the US has had maybe 15, maybe 20 years
of actual peace.
And out of all those wars, only five
were ever officially declared by
Congress the way the Constitution tells
us we're supposed to do it.
Now, after the Cold War era between the
Soviet Union and the United States,
things got worse. We went from 46
military interventions during the whole
Cold War era to 188
in the 25 years after it.
And just between 1947 and 1989,
the US tried to change or overthrow
another country's governments
72 different times. Most of them, of
course, in secret. The countries like
Korea Vietnam Lebanon Grenada
Panama Somalia Libya Iraq
Afghanistan.
America did not invent this model. The
US actually inherited it.
Because before the US was the world's
police force, it was Great Britain. It
was the British Empire that was the
global cop from 1815 all the way to
1914.
And during that whole century, they were
at war for all but about 15 years of
their history.
Britain ran the whole world through what
are called proxies.
A proxy is basically a substitute for
your interests. Because someone else
needs to destabilize the world so that
while they do, you can act like the good
cop that cares for values like freedom
and democracy.
While the other country gets to be the
bad cop who destabilizes the world.
Now, why this proxy is so important is
because
if you're the most powerful country in
the world,
you don't want to send your own soldiers
into every single fight. It's expensive.
It's unpopular. Like people start asking
really hard questions back at home.
So, instead, you find a close ally.
Somebody in the region who has their own
reasons to fight and you back them up.
You give them weapons, you give them
capital, and you give them the political
cover. And they do the destabilizing
while you do the posturing and the
rebuilding. That's a proxy.
And for decades now, Israel has been
America's proxy. We give them billions
of dollars in military aid every year.
We give them weapons, and we'll veto
basically anything that the UN throws
against them.
And in return, Israel acts as America's
proxy of interest in the Middle East.
That relationship allows for this
forever war model.
Because wherever there is war, there's
always an opportunity to make some
money.
And if there is an opportunity to make
some money, don't you dare stand in the
way of it. That's also why people that
have called for peace throughout history
have somehow ended up in very bad
scenarios.
>> I speak of peace because of the new face
of war.
Total war makes no sense
in an age where great powers can
maintain large
and relatively invulnerable nuclear
forces
and refuse to surrender
without resort to those forces.
>> So in this video, I want to explain how
much deeper this model actually goes and
how it [music] might be coming to an
end. So with that said, let's get into
it.
Hi, my name is Andrei Jikh. Hope you're
doing well. Come for the finance and
stay for the forever war model. So,
Trump signs a deal to end the war with
Iran. Israel just kept on bombing
anyway.
They are now defying the president of
the United States.
And the easy explanation to that is,
Israel controls America. I see that
everywhere on social media.
But the truth is that Israel and the
United States are more or less one in
the same. Their interests are a lot of
times the same. They are both
subservient to the capital machine.
Everyone is being used for a greater
purpose. And that purpose is to extract
resources and centralize power. Now, let
me explain.
Throughout history, countries have
basically organized their power in two
different ways.
In one type of country, we can call the
sovereign,
the government sits on top as the ruling
class. And it's the people in government
that hold the power, right? The capital,
or money, answers to them.
Right? The state decides what gets
built, who gets rich, right? Where the
resources go.
We usually call these countries
nationalistic sovereign, right? China
runs this way. And we've seen examples
of how China has punished their
capitalists.
Russia runs this way. They've also
punished their capitalists before. Iran
runs this way. And love them or hate
them, in those countries, their
government is the boss, and corporate
capital is their employee.
Now, here in the United States, it is
reversed. It's flipped. Here, capital
sits on top, and government answers to
it. The corporations, the banks, and the
giant asset managers like the
BlackRocks, the State Streets, and the
Vanguards, they're the boss, and the
politicians are basically their
employees. They're kind of what I like
to call piñatas. They're sort of like
these symbols that are meant to
represent our interests. But as George
Carlin would say, they're symbols for
the symbol-minded,
right? Because we beat them up expecting
some kind of change, but nothing ever
changes because they were never in
charge in the first place. And I know
that sounds cynical, but that is how it
works. We know this because politicians
need hundreds of millions of dollars to
win elections.
Well, where does that money come from?
From the people who already had it. And
once they write their checks, the
politician owes them a favor. So, the
political class in this country doesn't
really rule over capital. It works for
it.
Now, some people call this power the man
or central planners or something else,
but the best way to understand the
powers that actually run the West
was best described by Simon Dixon's
model, where power is made up of the big
three.
The financial industrial complex, aka
the FIC, which is Wall Street, the
banks, and the crypto lobby.
You've got the military industrial
complex, aka the MIC, which is the war
economy we were just talking about.
And then you've got the rising power,
which is the technological industrial
complex, aka the TIC, right? Which is
big tech, AI, data, and surveillance.
And then sitting across the room from
all of that, on the opposite side of the
spectrum, you've got the sovereigns. The
nations that refuse to let capital run
their interests.
Those are the players. What is the game?
Now, before I get into it though, this
video is sponsored by Gemini. All
opinions are my own and were not
influenced or endorsed by Gemini. I've
used Gemini for years and recently I
started using something new from them
called Gemini predictions. It fits
perfectly with the kind of things we
already talk about because every week
we're looking at the same questions. How
are markets thinking about the next Fed
decision? What happens after the next
inflation report? What happens to oil or
gold or markets when the world is
changing this fast? And usually we talk
about those things, we analyze them, and
then we watch the market react. But
Gemini predictions gives you a way to
express your view on real world outcomes
in real time directly inside Gemini.
What I like about it is that it's super
easy to navigate. Here inside the app
for example, I'm looking at one of the
short duration Bitcoin contracts,
checking the possible outcomes, the
pricing, and the time left before
deciding whether this is something I
want to participate in. Now, of course,
this is not financial advice. Prediction
markets involve risk and you should only
use money you're comfortable putting at
risk. Gemini predictions is also
available in all 50 states, so if you
want to give it a try, go to
gemini.com/andre
or click the link in the description
down below. Please be careful, do your
own research, and make sure you
understand the risks. And now, let's get
back to it. Okay, so the whole game of
this system is to gain control over
capital in order to centralize power.
Basically, the game is to get rich.
And here's how we do that.
America holds the most powerful weapon
in human history, which is the dollar.
Cuz the whole world has to use our
dollars to buy their energy and to trade
with each other. So, we get to control
the plumbing of the entire global
economy. That is the fixed superpower.
>> [snorts]
>> Now, we use this superpower to crack
other countries open so we can take
their resources.
And there's basically four ways to crack
a country open, right? Number one, you
sanction it. Their economy collapses.
In 2018, for example, the US pulled out
of the Iran nuclear deal.
Now, countries like Germany, France, and
Britain, they still wanted to keep
trading with Iran. But the US basically
said, "Well, that's nice, but if you
guys want access to the US financial
system, you're going to have to choose
who you want to do business with."
So, European companies started leaving
Iran.
Now, the second way to crack a country
open is you cut it off from its
bloodstream, which is access to the
dollar. So, their economy collapses.
For example, in 1988, the United States
basically told Panama,
"Hey, that's a nice country you have
there. It'd be a shame if the cash
stopped moving here." So, we froze their
assets, we blocked payments, and we
pushed money that was supposed to go to
them into the Federal Reserve escrow
accounts, and because Panama's economy
relied on the dollar, their banks closed
for 9 weeks because there wasn't enough
cash,
and their economy was massively
pressured. Now, the third way to crack a
country open is
you go to war with it. You pressure it
long enough that will cause huge amounts
of inflation because war is always
inflationary. So, their economy
collapses. And the people of that
country will hate their leaders so much
they'll revolt against them. And when
the time is right, we'll remove that guy
from power and replace him with one of
our own who's cool with us rebuilding
there.
Okay, the fourth way is the last resort.
Takes the longest and that is use the
media and the capital to fund the
opposition from inside that country to
eventually push for a revolution in the
name of good. Right, in the name of
democracy, in the name of human rights.
And if that goes on long enough, you let
the country tear itself apart from the
inside. People revolt, right? They
replace their leader themselves. The
economy falls apart.
Four different ways of doing the same
thing, which is to collapse an economy
in order to get their resources
privatized, sold off, and get them
sucked into the financial industrial
complex where more power and capital can
centralize.
This is why
unlike 99% of people in this world,
we are able to park our money into the
S&P 500 index
and assuming that we're sensible, right?
We've saved enough and invested
diligently throughout our lives, we get
to retire fat and happy at the age of 67
as millionaires.
Hold on though. Where does this system
get the money to do this, I wonder?
Well, it gets it from you. From all of
us.
Because we have been conditioned to
persistently dollar cost average into
the market. Right? That is the heroes we
prop up. That's who the media says we
should look up to.
And it is this very same market that
rules over our political class.
Cuz the true votes do not come from you
voting at the voting booth.
It comes from voting with capital.
Now, most of us will never get those
votes because we dollar cost average
into what are called mutual funds, ETFs,
target retirement funds, right? Places
that forfeit those voting rights to the
BlackRocks, the State Streets, and the
Vanguards.
Those votes get used to support these
policies.
Now, after those countries get
vassalized and absorbed into the thick
and we get richer,
the machine rolls on to the next country
and then the next one and the next one.
All right, but the catch though is that
not every country can be cracked.
Some countries are really hard to take
down.
Some countries, for example, have very
powerful allies who might have their
back right?
Some countries are just really big and
they're self-sufficient and they don't
actually need the US.
Maybe they don't depend on the dollar or
on energy because they have their own.
Some countries have nuclear weapons.
Now, if the first three strategies don't
work,
then the fourth strategy of last resort
is
propaganda. That consists of using the
media, the entertainment industry,
culture, right? That tries to change the
minds from the inside of that country to
hopefully spark a revolution.
That brings me then to Iran and the
conflict that the machine is now in. The
conflict of the machine is this.
AI needs stability in the region. The
forever war model needs war and
instability.
Iran knows that it has a lot of leverage
here because even though they can't win
the military war,
they can wait it out long enough to
collapse the global economy.
They know that, which is why in a recent
meeting with their leaders,
they kind of embarrassed US leadership
by just not showing up at all and having
US leadership show up first. Which in
the game of negotiations is a big no-no.
Now also, in this game where
capital and centralization of power is
the end goal,
a collapse of the economy is the worst
possible outcome.
And it is obvious the Iranian leadership
understands this.
And that's why they've been putting out
messages like this.
>> Both the ruling class, the military
generals, your own government, the
political leadership, and the head of
the government, they are all just using
you as human shields. The spiral of
silence created is the result of a
financial oligarchy.
>> Iran mentioned the financial oligarchy,
which is exactly the system where
capital sits above the government.
Now, where does Israel play a role in
all of this?
Israel is the cover story for the US
empire.
Israel's the piece of the whole machine
whose job it is to keep the world in
conflict. Remember the MIC, right, the
military side of this. They only make
money when there's a war, right, weapons
to sell and cities to rebuild.
And somebody has to fight.
And in the most resource-rich, most
strategically important region on the
planet, that somebody has been Israel.
That is their role.
Israel keeps the Middle East unstable
enough that the forever war model never
runs out of customers.
But at the end of the day, this can't go
on forever. Something has to give.
The model of making money from war will
inevitably end.
One way or another, but that is why
we're seeing money move from the war
model
to the build-out of the last technology
humans will ever need to build, which is
robots and AI.
And in order to transition this money
from one place to the other, you need an
exit strategy,
you need a face to represent the
movement, and you need on brand
messaging from everyone.
That's what we're watching right now. We
are watching that exit strategy play
out. That is why we're seeing the
coordinated public criticism of Israel
from people who would have never
criticized Israel before. All that
criticism gives us the exit narrative.
Everyone is now on the same page if you
haven't noticed.
But we also need a face that will allow
us to transition the model to AI.
And the candidate that best represents
the interest of the technological
industrial complex is J.D. Vance.
J.D. Vance's entire political career was
essentially launched by one man. And
that man's name is Peter Thiel.
Peter Thiel spent around $15 million for
Vance's Senate run, which is one of the
biggest bets on a Senate candidate ever
made.
J.D. Vance worked inside of Peter
Thiel's world. Peter Thiel was the guy
who helped get him into Trump's orbit in
the first place so that he could become
VP.
That's not a theory. This is all on
record.
Now, J.D. Vance doesn't have a lot of
competition. He is the clearest
political embodiment of the tech world
that exists in power today.
So now we have an exit narrative where
everyone's on the same page. We have a
face that represents the movement. And
he's also on board with criticizing
Israel, right? All of it is consistent
with this story.
If you wanted to transition from wars to
AI, you take your guy, you would
distance him from this forever war
model, you'd let him look strong and
independent by standing up to Israel in
public, which is exactly what we're
watching him do right now.
>> If I was in the cabinet of the Israeli
government, I might not be attacking the
only powerful ally that I have anywhere
left in the entire world. And anybody in
Israel who thinks their biggest problem
is the president of the United States
needs to wake up and smell the reality
of the situation that country is in.
>> That's how you'd set him up to be the
face of the new world order heading into
2028. That is how the technological
industrial complex becomes the power
player. That's how we usher in this
digital control grid. So, let me tie all
of this together. Remember the three
power structures from Simon Dixon, the
FIC, the MIC, and the TIC. All right,
for the last few decades, the financial
industrial complex used the military
industrial complex to run this forever
war model because war was the most
profitable product in the world.
War means more weapons contracts,
emergency budgets, sanctions, oil
shocks, reconstruction deals, and of
course, more and more debt.
Now, the MIC created the need for war
using its proxies. All right, good cop
US, bad cop Israel.
And the financial industrial complex
financed all of it.
But now, the product is changing.
The new king on the block is going to be
the TIC, the technological industrial
complex.
They want to build out AI, data centers,
robots surveillance chips energy
digital infrastructure. That is where
the money's going right now.
But this creates a problem cuz the old
model and the new model want opposite
things.
The MIC needs chaos and forever wars,
and the TIC needs stability cuz you
can't build a trillion-dollar AI grid in
a world that is always on fire.
Data centers need power, right? Supply
chains that work, energy markets that
work, shipping lanes that stay open.
So,
what we might be watching is not America
versus Iran or Israel versus Lebanon.
we are watching a civil war inside the
profit machine itself.
Two factions of the same system fighting
over which business model will run the
future.
This is where Simon Dixon says, "Look at
who's funding these operations." Right
at the top you have Gulf Capital, which
are countries like Saudi Arabia, the
UAE, Qatar, Kuwait, countries with giant
sovereign wealth funds that need places
to invest trillions of dollars.
Well, then you have the financial
industrial complex, which are the banks,
the asset managers, private equity, old
banking families, the Western financial
system that can turn all of this
into investable products like bonds,
stocks, loans, insurance contracts,
infrastructure funds, yield, right?
Well, then you have the technological
industrial complex who also funded
Trump's election. People like Elon Musk,
Peter Thiel, Silicon Valley.
And this is all done in order to
transition from the old war model to
building AI, robots, satellites, data
centers, and the surveillance side of
the system, the digital control grid.
Well, then of course you can't leave out
the military industrial complex, which
was that old war economy, which are the
defense contractors, the weapons lobby,
right? And the Israel first donors
represented by people like Miriam
Adelson.
That is the old model in conflict with
the new.
So, now the question is,
well, who's winning?
Right now, it looks like the Gulf,
the financial industrial complex,
and the technological industrial
complex.
They're trying to move the region toward
stability, cuz again, stability lets
them build and own the future.
Now, while that's happening though,
the military industrial complex will
still benefit from the chaos,
because chaos keeps their model alive.
That's what the Iran conflict
represents.
Now, Iran does not need to win the
conventional war.
Iran is convincing the world right now
that the future is going to be cheaper
with them inside the system. And Iran
has the geography, they have the energy,
and the choke point to leverage
themselves into this bigger future to be
part of that deal.
Now, China's role in this
is they're the factory of the world, the
manufacturing base, right? The
infrastructure, and the alternative
payment rails based on gold.
Now, the Gulf has the money.
The West for now still has the financial
wrapper.
But ultimately, an agreement will be
reached because ownership and rebuilding
is a lot more profitable right now than
war.
You can only bomb somebody once.
But if you finance the rebuilding, you
own the ports, you insure the ships, you
control the payment rails, you run the
data centers, you reroute their energy,
collect interest rates for the next 30
years, and that's a way better business
model.
That's the transition away from war as a
service to infrastructure and AI as a
service.
And that is why I believe that in the
near future
Israel's leadership will probably be
changed. Its resources will be
privatized, and it too will be absorbed
into this profit machine.
The leaders of the old forever war model
will be replaced with new ones.
And we will get whatever narrative
they'll negotiate. That's where I think
this is going. Now, if you're interested
in seeing more videos about how I'm
investing through these crazy times,
those live in the premium member
section. You'll also get access to my
main videos earlier, and if that's
valuable, the link is down below. It
allows me to make more videos like this
one and take on fewer sponsors.
Thank you for watching and being a
member. I hope you have a wonderful rest
of your day. Smash the like button. I'd
love to see you back here next time.
Take care. Shh.