[00:02] Apparently CIA director John Radcliffe made a landing at Moscow when this uh made a landing at Moscow when this uh C17 Globe Master. This is pretty rare. Yesterday we saw uh some of this footage coming in of this aircraft and a lot of [00:15] people were speculating what the heck could this possibly be? Uh after this we also got footage of what appears to be a uh small motorcade, but you could see the what looked to be the suburbans coming through after a few police cars [00:30] wondering what the heck are the Americans doing in Moscow. Well, according to the Alphawire report, I see that there is a note coming across uh the Alphawire right here, which you can get in the app store. Meet Kevin uh in [00:47] the Google and Android app store. US spy chief visits Russia for meetings. This is very interesting because John Radcliffe also went to Cuba for meetings in May. Now what's fascinating is remember Donald Trump as the operation [01:03] in Venezuela occurred. Donald Trump told everybody that Cuba was going to be next and it sort of implied like oh they're going to blockade oil blockade and they're going to go weaken them from the outside. starve [01:18] them out, siege mentality, and then they're going to go take the Castros. And then what ends up happening is CIA Director John Radcliffe ends up going to Cuba. We start letting some oil ships in. We stop talking about Cuba and [01:34] literally nothing has happened with Cuba since. Things sort of got blown over. since. Things sort of got blown over. Now, this could all be false hope, but we've got a pretty good precedent now that after Radcliffe goes somewhere, [01:46] things actually weirdly chill out. And this could, in my opinion, be this could, in my opinion, be potentially a bullish catalyst. Why? because Radcliffe now going to Russia, a huge obviously opponent uh to the United [02:04] States via the proxy war in Ukraine, but also a huge backer of Tehran. Iran uh could potentially smooth over both conflicts. Think about that. You got [02:17] Russia trading with Iran through the Caspian Sea and the rivers that lead down there. You've got Russia attacking uh the port in Odessa, which is, you know, where 90% of Ukraine's bread basket goes through their weed exports. [02:31] You've got uh and imports. You've also got so you know, Russia is trying to attack their food infrastructure while at the same time you've got Ukraine striking uh uh Russian oil and natural gas infrastructure. People are also, you [02:44] know, Russian natural gas or Russian diesel is also getting sanctioned uh by the United States. So you've got uh this, you know, thesis that maybe Russia is just going to export less diesel coming out of the region. So you've got [02:58] coming out of the region. So you've got a lot of conflict that could potentially get some resolution through a Radcliffe visit. Is it possible that Radcliffe levelheadedness than, you know, the Kushner gang, the JD Vance, and the [03:13] Trump gang? I don't know. He's been a little bit hawkish against Russia. He had comments a few months ago where he said the average expected life uh span of a Russian soldier on the battlefield is about 20 to 30 minutes because the [03:29] drones that Russia is using or sorry that that Ukraine is using are so strong and powerful. Now Russia also has a lot of drone equipment which Nvidia chips have been implicated implicated in being inside of those Russian drones. How did [03:44] they get there? Uh but anyway, what when you put the pieces of the puzzle together here, we do have a good precedent with Cuba for Radcliffe precedent with Cuba for Radcliffe visiting there. This is clearly either a [03:57] big signaling mechanism of like, oh, the US is going to Russia. Uh but to me, US is going to Russia. Uh but to me, it's not a bad signal. The economic D-Day we just had against Iran was a complete clown show. It did nothing. [04:10] Iran's like, "This is all you've got. like we can sustain for 2 years with this nonsense. Like this is not a big deal. We're used to evading sanctions. We've been doing that for 40 years. This is not a big deal. I personally have [04:23] been worried that there was a risk we would escalate uh trade warfare in the Caspian Sea. And right now it actually seems like even though things are getting worse between Russia and Ukraine in terms of attacks, it actually seems [04:36] like the United States is trying to undo a lot of the pressure in the region. Not just undue pressure between Russia and Ukraine, but also undue pressure on Iran. I think there's a little bit of a oops, we made a little oopsy dupsies in [04:50] Iran, and now we got to try to fix the damage. Maybe we can convince Russia to solution since obviously we couldn't get to a negotiated solution that was acceptable to the United States with uh the Pakistani and Turkish or Almani [05:06] negotiators. And that of of course just ended up leading Donald Trump to say we're going to bomb the SH9T out of Oman if they end up sharing in any toll revenue in the straight of Hormuz. I personally don't think, you know, in a [05:19] couple years time the straight of Hormuz will be that big of a deal because we'll have bypassed it via pipelines to the Red Sea, pipelines to the Mediterranean, Red Sea, pipelines to the Mediterranean, uh land uh uh pipelines to to different, [05:34] you know, areas for for export destinations and and really or just just past the straight of Hormuz and then out into the open. These things are all into the open. These things are all possible. But I will say after 750 US [05:47] troops have been wounded in the Iran war and we ended up worse off rather than and we ended up worse off rather than better and economic D-Day yesterday from Bessant was a complete clown show. To me it seems like the Trump administration [06:00] is taking a little bit of a backseat to their aggressive posture and this Radcliffe visit trying to take a little bit more of a diplomatic approach and uh resolution focused approach. So, like, hey, let's [06:15] not go capture the Castros. Let's go talk to them and just quietly let that disappear. Let's go quietly talk to the Russians and see if they can help end this dual war that's going on in Ukraine and Iran. Think about the best case [06:28] scenario here. Imagine, and I'm not saying Radcliffe can pull this off. This is where we get into probably the more opium direction, but just imagine we get to a point where both the Russian war ends and the [06:40] Iranian war ends. inflation will plummet. Kevin Worsh's Kevin Worsh who's Trump's puppet uh who probably won't do anything at Jackson Hole on Friday. nervous about the maybe he'll go hawkish. I don't think he's going to do [06:55] steady and he's going to be an anchor. But it would actually now justify Kevin Worsh to start encouraging rate cuts because you would remove two massive inflationary impeties from the Russian war and the Iranian war. We get a lot of [07:11] critical metals, not minerals, metals from Russia. Uh we, you know, aluminum, nickel, and otherwise. We've uh got grain exports, uh with Ukraine. And then [07:23] we've also got uh the oil pressure, not just from Russia, but Iran. Resolving just from Russia, but Iran. Resolving this could be a really big W if in one swoop you could resolve both of the wars. And the one country that is linked [07:38] wars. And the one country that is linked to both of the wars is Russia. Russia is obviously the direct uh opponent to Ukraine, which I believe is the proxy and supporting in Ukraine against Russia. And [07:51] that also therefore makes it very odd that the United States is sending our CIA director to go to Russia to negotiate or presumably negotiate. But Russia is also a backer of Iran. So this is more bullish than it is bearish for [08:05] is more bullish than it is bearish for sure. For sure. I think some of my opium could be a little optimistic. Uh forgive me. Sometimes I could be a little too optimistic. So I have to be settled here. Keep in mind Russia did just [08:17] reject Ukraine offering uh to stop attacking ships in the Black Sea. Russia uh you know wanted Ukraine to stop attacking oil infrastructure which they rejected. So the ceasefire was called unacceptable and exotic by Putin. [08:31] that. That just happened this weekend on Saturday. Zalinsky also two days ago, when the former defense minister is like, "We should have an election." election during a war." So, who knows? Donald Trump also just [08:47] So, who knows? Donald Trump also just posted on truth social that Iran uh has posted on truth social that Iran uh has is is should not resume any kind of you know mind laying in the straight of four moves that all mines have been cleared [08:59] supposedly per Donald Trump and that they are watching every square inch of honestly hate it when they keep bringing up pickaxe mountain because to me it signals that pickaxe mountain is actually a problem and that is not good. [09:14] paying attention to it for a year and a half now and I hate it. Uh because I enriched uranium went and I think I think Iran is rushing to a bomb. Uh but [09:26] that's sort of a more bearish take I suppose. But hey, maybe this trip uh can change some things. So I think this is great news and hopefully it continues to lean in that bullish [09:41] conflicts. But in the meantime, John Radcliffe going to Roger. told us here? I feel like nobody else knows about this. >> Congratulations, man. You have done so much. People love you. People look up to [09:54] >> Kevin Praat there, financial analyst and YouTuber. Meet Kevin. Always great to YouTuber. Meet Kevin. Always great to get your take.