Trump's Critical Live Iran Address to the Nation

[00:01] All right. All right. All right. Here we

[00:03] go. Here we go. We are knocking on the

[00:07] door. A good old Donny T. Donny T coming

[00:12] out to tell us about Iran. Scheduled to

[00:15] speak at 6:00 p.m. Pacific tonight,

[00:18] right before the coupon expires. Folks,

[00:21] let's get into uh some expectations

[00:24] here. So obviously this is um expected

[00:28] to be Donald Trump's uh plea to the

[00:31] nation that hey we're almost done. We

[00:33] just need another two to three weeks.

[00:36] You know we got to do some mopping up.

[00:39] The question really is going to not be

[00:41] about how much Trump is going to bag on

[00:44] NATO, how much he's going to bag on our

[00:46] European allies, how he's going to try

[00:47] to withdraw from NATO, which he can't do

[00:49] without the Senate. It's going to be

[00:52] more about what is Donald Trump's actual

[00:55] objective. Does he even have a plan?

[00:59] Now, we're not obviously going to be

[01:01] asking for insights into uh how should

[01:05] we put it? Uh battle plans and exactly

[01:07] what their uh you know goals are for uh

[01:11] where boots are going and what sites are

[01:13] being taken obviously. But we'd like to

[01:16] know, hey, is the objective truly to

[01:18] make sure that we got their

[01:20] highlyenriched uranium? Is the objective

[01:22] truly to make sure that Iran doesn't

[01:26] have the capability of launching or uh

[01:28] crafting a nuclear weapon? All of these

[01:30] things really, really important.

[01:34] So, we'll find out what happens. Now,

[01:37] uh, what Donald Trump tells us and, uh,

[01:40] what, uh, what expectations are are in

[01:43] part now going to go on our bingo board.

[01:46] So, we're going to make a little bingo

[01:47] board. And let me see if I can pull it

[01:49] up here. We're going to put one together

[01:51] here. What we're uh, looking for, uh,

[01:54] you're welcome to send suggestions as

[01:56] well as to what should be in our bingo

[01:57] board. Usually we use this bingo board

[01:59] for fed bingo, but I think there are so

[02:02] many expectations that we have for what

[02:05] Donald Trump is going to say uh that we

[02:08] could easily play bingo today. So, uh

[02:11] let's get the game going a little bit

[02:13] with setup.

[02:15] So, let's pop on over to the bingo

[02:19] board. There we go. The bingo board. All

[02:22] right. So, uh, we'll go ahead and start.

[02:27] And in the middle here, we're going to

[02:28] put, um, Trump is late because he pretty

[02:31] much always is. Trump is late. So, I

[02:36] think that's the freebie. Whereas with

[02:38] Jerome Powell, we usually have the

[02:40] freebie. You know, Jerome Powell's on

[02:42] time. I think in this one, it's going to

[02:43] be uh Trump is late. Uh now what else we

[02:48] want to look at are going to be the

[02:50] minimum expectations that we have for

[02:53] Donald Trump. The sort of baseline

[02:55] information that we expect. So uh I

[02:58] would argue these are going to be things

[03:01] like uh we oblit he you know he uses the

[03:04] word obliterate. So let's move this

[03:06] camera over a little bit. And

[03:10] there we go. All right. We uh we

[03:12] obliterated.

[03:13] we obliterated.

[03:18] Uh okay, then um uh I'm going to say uh

[03:24] regime change

[03:28] and he's going to imply that it that it

[03:31] happened. Uh so we're going to clarify

[03:34] that and say imply

[03:36] uh I guess we could just write that in

[03:38] the front. implies

[03:42] uh regime change has happened,

[03:45] right? Which we know is bull crap.

[03:47] Regime change has not happened. Let's

[03:50] lower the size of this pen a little bit.

[03:52] There we go. Okay, cool. So, he's going

[03:54] to he'll say oblit we obliterated. He'll

[03:57] imply regime change has happened, which

[03:59] has obviously not happened. I think

[04:01] he'll make some kind of comment like we

[04:04] ended their nuclear program, their nuke

[04:09] program, which I don't believe I think

[04:12] is a lie until we actually get that

[04:14] highlyenriched uranium out of there. I

[04:16] think that's pretty nonsense. I think

[04:18] we'll hear we destroyed their navy.

[04:22] We We're destroyed.

[04:25] Nobody does it better.

[04:28] Navy

[04:30] and uh we destroyed.

[04:36] We got to be careful putting these all

[04:37] on the line. It'll be too easy. Their

[04:40] air force.

[04:43] Uh I think he'll say something like

[04:46] there's practically no one left.

[04:50] There's

[04:51] practically

[04:54] no one

[04:56] left.

[04:58] All right. Oh, Bitcoin spiked like 400 a

[05:01] couple hundred bucks here just in the

[05:02] last couple minutes. Little nice little

[05:05] spike there. Um, okay. Uh, I don't think

[05:08] he'll talk about funding DHS. We have

[05:10] the best military. I like that one.

[05:12] That's a good one. We have the best

[05:14] military. We Which I agree with.

[05:18] The best

[05:20] military. That's a good one. Uh, nobody

[05:24] can do it better. like like no no no one

[05:28] I'll put that together as one. No one

[05:31] can do better.

[05:34] Uh slash never been done before.

[05:38] Never been

[05:41] done before.

[05:43] We'll only need to get one of those to

[05:45] check that one off. Uh then we'll have

[05:48] uh let's see here. Let's see. Let's see.

[05:50] Let's see. We've got

[05:53] uh Trump will bag on NATO. We'll drop

[05:58] that over here.

[06:00] Trump

[06:02] dumps

[06:03] on NATO

[06:06] and allies.

[06:09] Okay.

[06:11] Uh let's see here. We have

[06:16] uh Trump probably downplays Hormuz is a

[06:19] good one.

[06:21] Trump

[06:22] downplays

[06:27] or moves

[06:30] and uh I thought oil would go higher.

[06:35] I thought this will be a quote. I

[06:38] thought oil

[06:40] would

[06:42] This is like almost a way of him

[06:43] bragging, right? I thought oil would go

[06:45] up even more. I thought oil would go up

[06:49] more.

[06:51] Okay,

[06:52] then. Let's see. Uh, let's see. Let's

[06:55] see. Let's see here.

[06:58] Yeah, when I lean over, the mic gets a

[07:00] little quiet cuz I don't have the mic

[07:01] over there. So, you'll be fine, though.

[07:03] Mentions the Fed. That's interesting.

[07:06] Somehow bringing in the the Fed into

[07:08] this. Mentions Baron's short position.

[07:11] What? On oil.

[07:13] Yeah, I like that. Uh, okay. What else

[07:17] y'all have here? A stray towards Obama,

[07:20] Biden, or both? Yeah. Yeah, sure. Stray

[07:22] bullet. Okay. Uh, slam

[07:28] uh slams um

[07:32] Biden. You know what we'll do? We'll

[07:34] actually do slams Biden slams Obama

[07:37] nuclear deal. Obama uh nuke deal. Those

[07:42] will be two different things. So that'll

[07:44] be the uh JCPOA

[07:47] joint comprehensive plan of action.

[07:50] Uh let's see here. Let's see. Let's see.

[07:52] Let's see. Yeah. Yeah. No help from

[07:55] Europe. Yep. That'll be part of our uh

[07:57] Trump dumps on NATO and the allies. We

[07:59] obliterated implies regime change. Ended

[08:01] their new program. I guess we should

[08:03] talk a little bit about which scenario

[08:05] ends up winning. So uh we have a few

[08:08] different scenarios for what we suspect.

[08:11] We think we're looking at these are my

[08:15] current four right here. I've got

[08:18] scenario number one,

[08:21] which is uh prepare for an escalation

[08:24] basically. So something like things are

[08:26] going to get a little tougher before

[08:27] they get better, right? So I think

[08:30] that's a that's a fair one. So we could

[08:32] say things will get uh we have a we have

[08:36] some work left to do. We have

[08:40] some work

[08:43] left

[08:44] to do.

[08:46] Uh, and then I think this is this is

[08:48] more my bet. This is where he's going to

[08:50] say, uh, might get tougher.

[08:54] Might get

[08:57] tougher.

[08:59] Uh, oops. Toucher.

[09:01] Tougher.

[09:03] Shortterm.

[09:05] Uh shortterm.

[09:08] Okay. Uh I think uh we'll get some kind

[09:11] of prep

[09:14] prep or promise

[09:18] to reopen Hormuz

[09:21] because that'll really pump markets I

[09:23] think.

[09:25] Uh pump Hormuz. Uh this is part of the

[09:29] pump markets.

[09:33] Okay.

[09:35] So that'll be part of the pump. Then uh

[09:38] as far as other potential, so prepare

[09:39] for escalation. That would be landed

[09:41] straight. I do think escalation is most

[09:43] likely about 65% chance. Uh I do think

[09:47] he'll say something like it'll be over

[09:48] soon. Negotiations are going great. I

[09:51] could see him saying that in all

[09:52] scenarios. So let's drop that down.

[09:54] Negotiations are going great.

[09:58] Negotiations

[10:02] are going great.

[10:06] Oh. Oh, you know, another good one could

[10:07] be they're begging me.

[10:09] Uh,

[10:11] they're begging

[10:15] me.

[10:17] I like that.

[10:19] Uh, okay. We've got a few more slots

[10:21] here. We got about five, six, six. One,

[10:24] two, three, three. Yeah, six slots left

[10:25] to go. Okay, good. Allies will monitor.

[10:29] Oh, yeah. Yeah, yeah. Um, something

[10:31] about how we won't be there forever.

[10:33] We'll we'll leave and monitor.

[10:35] When we leave,

[10:39] we'll uh monitor

[10:44] and uh go back

[10:48] if necessary. That's basically a

[10:51] standing threat, right?

[10:54] Yeah. Some sort of reinforcing of uh

[10:57] Israel was probably going to happen. So,

[11:00] some

[11:02] um uh positive

[11:06] comments

[11:09] on uh BB and Israel.

[11:14] Yeah, I agree that's likely.

[11:17] So, uh I think he might even say

[11:19] something like people are telling me to

[11:21] finish the job because that is what

[11:23] we're hearing. Uh people are

[11:28] telling me to

[11:32] finish the job.

[11:37] Finish the job. Okay. Uh oh. He might

[11:42] even say something like, "But there's

[11:44] nothing left." There's nothing left.

[11:46] Which obviously we know is false because

[11:48] they're still attacking. just nothing

[11:53] left. But this is part of Donald Trump's

[11:56] uh propaganda, right? All right. So,

[12:02] uh yeah, you know what? I'll I'll put it

[12:03] in. I'll I'll put uh slams Fed

[12:07] slams Fed

[12:10] uh for high rates.

[12:15] And uh I wouldn't actually be surprised

[12:18] if he talks about how great inflation

[12:20] is. So he'll uh talk down inflation

[12:26] and every time he wants to talk down

[12:28] inflation, he has to talk about

[12:31] the eggs because obviously that had

[12:34] nothing to do with the culling of

[12:36] thousands of chickens. It it had only to

[12:39] do with Donald Trump's effort in getting

[12:41] inflation down. So, he'll talk down

[12:43] inflation and mentions

[12:47] egg prices

[12:49] because that's really the only thing he

[12:51] can point to right now. Okay, cool. So,

[12:54] there we go. We got our bingo board. Uh,

[12:57] let's see if for a moment we can uh let

[13:00] you all kind of screenshot that. Let's

[13:02] see if we can uh get some stuff out of

[13:05] the way here

[13:07] if you want. A little bit's cut off on

[13:10] the B. I always get a little bit cut

[13:12] off, but you know what? That's all

[13:15] right. I have to figure out the aspect

[13:17] ratio one day. So that way you can all

[13:20] take a screenshot of it. We'll get rid

[13:21] of that

[13:23] little mention about 6 PM there in just

[13:25] a moment. There. Ah, cuts too much off

[13:28] off the top. We obliterated.

[13:33] Yeah, that was good enough. Okay, let me

[13:35] get rid of the little icon there.

[13:39] And there you go. All right. So, you'll

[13:42] have to fill in the rest if you wanted a

[13:43] screenshot, but there you go. That's

[13:44] going to be our bingo board for today.

[13:47] So, we'll see how that goes. Cool. All

[13:50] right. Uh so, let's go in the meantime

[13:53] explore a little bit and see what

[13:56] yapping is happening. Uh so,

[14:01] uh let's see here. Okay. Supreme Core.

[14:04] Oh, do y'all see the Artemis launch? I

[14:06] thought that was very cool. I watched

[14:08] that with the kiddos uh and uh even

[14:10] though half of them were screaming

[14:12] because they're two years old, I did

[14:14] find it quite entertaining uh to show

[14:16] them the rocket launch and Max got to

[14:18] see it. It's quite nice. Uh okay, good.

[14:22] So, um okay, five words feeling

[14:24] birthright citizenship.

[14:27] Let's see. American consumer stands

[14:28] firm. This is retail sales. Yeah, retail

[14:30] sales came in above expectations today.

[14:33] I think uh just broadly this economy

[14:35] just keeps humming along. This was from

[14:38] this morning, so it's a little bit old,

[14:40] but there was this talk about a

[14:41] ceasefire, which you know, then Iran has

[14:44] since come out and said this is fake

[14:46] news. There's there's no ceasefire. Uh,

[14:49] of course, this is, you know, this is

[14:53] just per some officials, so who knows? I

[14:56] mean, this could be like WhitF's office

[14:58] who are like, "Yeah, yeah, man. Yeah,

[14:59] man. We're trying to we're trying to get

[15:01] a ceasefire demand going, you know, and

[15:03] then they end up reporting on this. So,

[15:05] Axios has become a little bit lately of

[15:07] a mouthpiece for the Trump

[15:09] administration, I found. Uh, and uh they

[15:13] they clearly have some, you know,

[15:15] contacts inside the White House. Uh,

[15:19] this is where they're getting this stuff

[15:20] from. But anyway, Trump's blurry vision

[15:22] of victory. Yeah. Well, this is one odd

[15:24] kind of,

[15:26] you know, victory given that we we don't

[15:28] have answers on the nuclear

[15:30] capabilities. They're still launching

[15:32] ballistic missiles and they're still

[15:33] launching drones, but uh I guess we'll

[15:36] see. We'll see what Donald Trump wants

[15:38] to tell us. Uh let's take a listen

[15:40] actually here for just a moment.

[15:42] >> Mike, thank you.

[15:44] >> Sergeant David Bell is a Medal of Honor

[15:46] recipient. All right, Sergeant.

[15:47] >> Uh sometimes I like listening to that

[15:49] other guy who was just up there. Oh, I

[15:51] got to get rid of this icon. We'll deal

[15:52] with that in a little bit. Uh but um

[15:55] sometimes that guy gives good updates

[15:56] over on on Fox. Although you'll hear

[15:58] exactly the opposite on CNN, so it is

[16:00] quite entertaining. But anyway, select

[16:03] military assets lost during the war.

[16:05] Looks like we've lost an F-35. Well, I

[16:07] think this was Yeah, this was the

[16:08] emergency landing one. So did end up

[16:10] getting struck, but that uh that was an

[16:12] emergency landing, so they were fine. We

[16:15] had the uh F16

[16:18] friendly fire that was pretty early in

[16:20] the process.

[16:22] Then recently we had the E3 Sentry that

[16:25] got taken down. Uh and then of course we

[16:27] had the six American deaths on the uh

[16:29] refueling tanker. But this uh the spy

[16:32] plane over here was really surprising

[16:34] that uh this ended up getting attacked

[16:36] while on the ground. So uh you know

[16:39] these these radar installations by the

[16:41] way a lot of people are talking about

[16:43] Russia potentially feeding the Iranians

[16:45] with intelligence to target this

[16:48] American equipment. And one of the

[16:50] downsides you're finding is Russia's

[16:52] like, "Hey, yeah, we'll stop giving Iran

[16:55] uh uh, you know, intelligence if you

[16:58] guys stop um giving Ukraine

[17:01] intelligence." And people are like,

[17:03] "Okay, well, Donald Trump in the

[17:05] background has also Yeah, look at this.

[17:07] Look at this front page of the Financial

[17:09] Times. Uh, Trump threatened to stop

[17:11] weapons for Ukraine unless Europe joined

[17:15] the Hormuz Coalition. Trump threatened

[17:17] to stop supplying weapons for Ukraine in

[17:19] order to pressure European allies to

[17:22] join the coalition of the willing to

[17:24] reopen the straight of Hormuz. Straight

[17:27] has in effect been closed by Iran after

[17:29] the attack.

[17:31] President demanded that NATO navies help

[17:34] him reopen the waterway last month but

[17:36] was rebuffed by European capital saying

[17:38] it would be impossible while the

[17:40] conflict was in ongoing. In other words,

[17:42] they're suggesting this is a not our war

[17:44] and b also this is way too hard. We're

[17:46] we're not going to get involved in doing

[17:48] that. uh you know which which is

[17:51] problematic because one of the problems

[17:54] that you have uh with the straight of

[17:57] Hormuz is just its location uh in

[18:00] essentially a waterway bowl surrounded

[18:04] by elevated uh uh territory where fiber

[18:08] optic drones or uh small craft vessels

[18:11] can easily uh bomb uh cargo ships or

[18:14] military uh vessels. Uh, you know, our

[18:17] sentcom regularly

[18:19] brags about how much of our large craft

[18:22] uh or of the Iranian large craft has

[18:24] been taken out, about 92%. But they

[18:26] don't talk about the small craft at all.

[18:27] Let's listen in here for a moment.

[18:28] >> Officials have run us through a whole

[18:30] list of things that he's going to talk

[18:31] about. Basically, the ways that the war

[18:33] department has overperformed

[18:36] in Epicury so far, taking out Iranian

[18:38] missiles, the Iranian navy, Iranian

[18:40] proxy terror groups, and also all the

[18:43] stuff that they need to build a nuclear

[18:45] weapon. And there have been various

[18:46] reports about uh he's got these troops

[18:48] there. Maybe he needs to send them in to

[18:49] get uranium. Maybe he uh does not need

[18:52] to do that. But regardless, uh he is

[18:55] going to say that this will wind down in

[18:57] the next 2 to 3 weeks while also putting

[19:00] NATO allies on blast to the point that

[19:03] uh he might say that he wants to pull

[19:05] the United States out of NATO. And NATO

[19:07] is so worried about it, they have sent

[19:09] they are going to send next week the

[19:11] NATO Secretary General Mark Rut here to

[19:13] the White House. probably a good move

[19:15] for NATO because he is the one who

[19:17] famously last year called Donald Trump

[19:20] daddy. Jesse, that's right.

[19:22] >> Yeah. People think that Mark Root uh

[19:25] from NATO uh the general secretary there

[19:27] is basically a really good shill for

[19:30] Trump. Somebody who's really good at

[19:32] getting Trump to feel good uh that you

[19:35] know this person will do anything for

[19:37] you or whatever. Uh so uh we'll see. Uh

[19:41] it's going to be very interesting but uh

[19:44] yeah that was announced earlier that uh

[19:46] the NATO uh secretary general will be

[19:49] coming uh coming to us next week. So

[19:54] that'll be interesting. It's kind of uh

[19:57] it just seems like we're pushing our

[20:00] allies further away while not really

[20:03] doing much damage to our enemies. I hate

[20:06] to say it. Like I feel like Russia is

[20:08] getting stronger through this. Uh which

[20:11] is unfortunate. You know, they're

[20:12] getting stronger in Ukraine. Uh they're

[20:15] getting more aggressive in Ukraine.

[20:16] They're getting richer from the oil

[20:18] price spike. A lot of problems. Three

[20:22] officials familiar with the discussion

[20:23] said Trump responded by threatening to

[20:25] stop supplies uh to Pearl, NATO's weapon

[20:28] procurement initiative for Ukraine

[20:30] funded by European countries. As a

[20:32] result, at the urging of NATO's

[20:34] Secretary General Marut, a group of

[20:37] countries, including key allies, France,

[20:39] Germany, and UK issued a hastily agreed

[20:41] statement on March 19th, which said, "We

[20:43] expressed our readiness to contribute

[20:45] the appropriate efforts to ensure the

[20:46] passage through the straight of

[20:47] Hermoose,

[20:49] right?" But nothing ended up coming of

[20:50] that.

[20:52] It's going to be very interesting

[20:54] because the last thing you want is

[20:55] Ukraine to get run over by uh by Russia

[20:58] while uh this Iran issue is happening.

[21:01] There was also talk at one period of

[21:03] time that Donald Trump would potentially

[21:05] reroute weapons going to Ukraine or

[21:08] positioned in Ukraine to um uh Iran uh

[21:14] whether those were Patriot batteries,

[21:16] missile defense batteries or uh or

[21:19] otherwise. So, we'll see. It's going to

[21:22] be very interesting. Uh but anyway,

[21:24] Donald Trump's talk uh is scheduled to

[21:27] begin in uh in about 3 minutes. Uh we do

[21:30] have on our bingo board that he's going

[21:31] to be laid. Uh so we'll see how that

[21:34] goes. We also have a coupon expiring

[21:37] today at meetke.com and at house

[21:39] hack.com. Uh house hacks kicking butt by

[21:42] the way if uh anybody cares about that.

[21:44] But anyway, let's uh let's see what else

[21:46] is being talked about. So in the

[21:48] meantime, we've got the Financial Times

[21:51] talks about this. Amazon wants to

[21:53] compete with Starlink. We know that it's

[21:55] really no surprise that when Starlink is

[21:57] going to IPO for probably a $ 1.5

[21:59] billion valuation, why would Amazon not

[22:02] want to get involved in that? I mean, if

[22:04] we hop on over just to look at Amazon's

[22:07] market cap for a moment, Amazon's market

[22:10] cap is

[22:12] $2.26 trillion. Uh now in fairness

[22:15] there's more than just the the Starlink

[22:17] aspect uh to uh what SpaceX does with

[22:21] reusable rocket launches and that which

[22:23] you know Blue Origin is trying to

[22:24] compete with. But yeah, that's a it's a

[22:26] pretty big slice of Amazon's valuation

[22:29] when you compare Amazon to to SpaceX.

[22:31] Very fascinating. Trump to detail war

[22:34] timet in address to nation. Yeah, we'll

[22:37] we'll see about that. Iran continued to

[22:39] file projectiles at Gulf countries in

[22:41] Israel while Israel stuck struck sites

[22:44] in Iran. Iranian officials said the

[22:46] country's new supreme leader is in full

[22:49] health but staying out of the public eye

[22:51] due to wartime conditions. Right. Well,

[22:53] people think he's maimed uh and uh you

[22:56] know missing a limb or or something. No,

[22:58] no, nobody nobody knows on that. IA uh

[23:02] the IEA uh international uh energy

[23:05] agency is considering whether they might

[23:07] do another uh big oil release. Remember

[23:10] last time or the first time we hit about

[23:12] 100 nearly $120 per barrel, they did a

[23:15] pretty big dump uh of uh emergency uh

[23:19] stockpiles

[23:21] uh with about 400 million barrels.

[23:23] They've got about enough to do three of

[23:26] those sort of strategic releases. So,

[23:28] looks like they're talking about

[23:29] potentially doing another one just to

[23:31] sort of soothe over the next two to 3

[23:32] weeks,

[23:34] which makes sense,

[23:37] quite reasonable. How much pressure is

[23:39] this war causing in the markets? I've

[23:40] been cash unwilling to trade for a while

[23:42] now. Well, I mean, obviously, you know,

[23:44] we've seen a correction in NASDAQ. Uh,

[23:47] part of that could be due to just a

[23:48] compression in software valuations. Uh,

[23:50] and we've seen a rebound just the last

[23:52] few days here. I think a lot's going to

[23:54] depend on what happens uh over the next

[23:57] uh you know 2 to 3 weeks here because

[23:59] you know when the government tells us

[24:01] there's a temporary operation coming we

[24:03] have to remember that there's nothing

[24:04] more permanent than a government's

[24:06] temporary operation. So we'll see. But

[24:09] uh we did get a nice bounce back over

[24:11] 577 on the cues today. Ended up about 7

[24:14] points over 577. Uh so it was a decent

[24:18] uh decent move to the upside of about

[24:21] 1.24 24 uh%. That comes of course after

[24:25] yesterday's rally back as well. So the

[24:27] last uh you know 30 hours or so have

[24:30] been pretty good to the stock market.

[24:32] Okay, what else do we have here while we

[24:34] wait for Donny T? Donny T. Uh US to

[24:39] deploy new electric attack planes. Oh,

[24:41] that's interesting. The Air Force has

[24:42] deployed new EA37 Compass Call electric

[24:46] attack aircraft to support operations.

[24:49] This marks the first known combat

[24:50] deployment for the plane, a heavily

[24:52] modified Gulfream 550 business jet that

[24:56] effectively jams communications.

[25:00] Interesting. Uh, and I shouldn't say

[25:01] electric, it's electronic. So, it's

[25:03] basically a uh, you know, a jamming jet

[25:07] that they they rigged a G550 to turn it

[25:10] into a jamming jet. That's kind of

[25:12] interesting. I did also hear that

[25:14] they're uh sending even more

[25:17] uh warthogs. Those are not to be

[25:19] confused with the Halo Warthogs, but

[25:21] rather the uh low-flying attack uh

[25:25] planes that can aid in Apache operations

[25:29] uh likely for strikes along the coast

[25:31] here. and they are doubling the amount

[25:34] of uh A-10 warthogs in the region mostly

[25:38] to uh clean up those small craft and

[25:41] launching uh you know munitions off the

[25:46] coast. This does and Pete Haggath is

[25:48] right about that. This does give us uh

[25:51] an indicator that

[25:54] Iran doesn't really have much anti Oh,

[25:57] there's Donnie T. Let's uh let's get

[25:59] into this. There we go. Good luck

[26:01] everybody.

[26:05] >> Thank you very much my fellow Americans.

[26:09] Good evening. Let me begin by

[26:11] congratulating the team at NASA and our

[26:15] brave astronauts on the successful

[26:17] launch of Artemis 2. It was quite

[26:20] something.

[26:21] >> It was a great launch.

[26:22] >> It will be traveling further than any

[26:23] manned rocket has ever flown and will

[26:26] very

[26:26] >> He was only a minute late though. You

[26:28] got to give him credit. go around it and

[26:30] come back home from a distance that has

[26:33] >> never been done before. It's amazing.

[26:37] >> They are on the way and God bless them.

[26:39] These are brave people.

[26:41] >> We want to God bless those four

[26:44] unbelievable astronauts.

[26:47] As we speak this evening, it's been just

[26:49] one month since the United States

[26:51] military began operation,

[26:54] epic fury, targeting the world's number

[26:57] one state sponsor of terror, Iran. In

[27:02] these past four weeks, our armed forces

[27:04] have delivered swift, decisive,

[27:07] overwhelming victories on the

[27:09] battlefield.

[27:10] Victories like few people have ever seen

[27:12] before.

[27:14] Tonight, Iran's navy is gone. Their air

[27:18] forces in ruins. Their leaders, most of

[27:22] them terrorist regime they led are now

[27:26] dead.

[27:28] Their command and control of the Islamic

[27:31] Revolutionary Guard Corps is being

[27:34] decimated as we speak. Their ability to

[27:37] launch missiles and drones is

[27:40] dramatically curtailed and their

[27:42] weapons, factories, and rocket launchers

[27:44] are being blown to pieces. Very few of

[27:47] them left.

[27:49] Never in the history of warfare has an

[27:51] enemy suffered such clear and

[27:53] devastating large-scale losses in a

[27:55] matter of weeks. Our enemies are losing

[27:59] and America as it has been for five

[28:02] years under my presidency is winning and

[28:05] now winning bigger than ever before.

[28:08] Before discussing this current

[28:11] situation, I also want to thank our

[28:13] troops for the masterful job they did in

[28:16] taking the country of Venezuela in a

[28:18] matter of minutes.

[28:20] That it was quick, lethal, violent, and

[28:22] respected by everyone all over the

[28:24] world. After rebuilding our military

[28:27] during my first term, we have by far the

[28:30] strongest military anywhere in the

[28:32] world. And now we're working along with

[28:35] Venezuela and are in a true sense joint

[28:38] venture partners. We're getting along

[28:40] incredibly well in the production and

[28:43] sale of massive amounts of oil and gas.

[28:46] The second largest reserves on Earth

[28:48] after the United States of America.

[28:52] We're now totally independent of the

[28:55] Middle East and yet we are there to

[28:58] help. We don't have to be there. We

[29:00] don't need their oil. We don't need

[29:02] anything they have, but we're there to

[29:04] help our allies. Tonight, I want to

[29:07] provide an update on the tremendous

[29:09] progress our warriors have made in Iran

[29:12] and discuss why Operation Epic Fury is

[29:15] necessary for the safety of America and

[29:17] the security of the free world. From the

[29:21] very first day I announced my campaign

[29:23] for president in 2015,

[29:27] I have vowed that I would never allow

[29:29] Iran to have a nuclear weapon. This

[29:32] fanatical regime has been chanting death

[29:36] to America.

[29:39] Their

[29:40] proxies were behind the murder of 241

[29:45] Americans in the Marine barracks bombing

[29:47] in Beirut, the slaughter of hundreds of

[29:50] our service members with roadside bombs.

[29:53] They were involved in the attack on the

[29:55] USS Cole and they carried out the

[29:59] countless other heinous acts including

[30:01] the blood just horrible bloody

[30:04] atrocities of October 7th in Israel.

[30:09] something that most people have never

[30:10] seen anything like it. This murderous

[30:13] regime also recently killed 45,000 of

[30:17] their own people who were protesting in

[30:20] Iran. 45,000 dead. For these terrorists

[30:23] to have nuclear weapons would be an

[30:26] intolerable threat. The most violent and

[30:29] thuggish regime on earth would be free

[30:32] to carry out their campaigns of terror,

[30:34] coercion, conquest, and mass murder from

[30:37] behind. a nuclear shield. I will never

[30:40] let that happen and neither should any

[30:44] of our past presidents. This situation

[30:47] has been going on for 47 years and

[30:51] should have been handled long before I

[30:53] arrived in office. I did many things

[30:56] during my two terms in office to stop

[30:59] the quest for nuclear weapons by Iran

[31:02] first. And perhaps most importantly, I

[31:05] killed General Cassam Salami

[31:09] in my first term. He was an evil genius,

[31:13] brilliant person, a horrible human

[31:15] being. However, the father of the

[31:18] roadside bomb and he lived just horrible

[31:22] what he did. Iran would have been

[31:25] perhaps in far better, stronger

[31:27] position. Haiti lived, we would have had

[31:30] probably a different conversation

[31:32] tonight. But you know what? We'd still

[31:33] be winning and winning big. And then

[31:36] very importantly, I terminated Barack

[31:38] Hussein Obama's Iran nuclear deal. A

[31:40] disaster. Obama gave them $1.7 billion

[31:45] in cash.

[31:46] >> Yeah. Of their own money back.

[31:47] >> Mean cash. Took it out of banks from

[31:50] Virginia, DC, and Maryland. All the cash

[31:53] they had. flew it by airplanes in an

[31:56] attempt to buy their respect and

[31:58] loyalty, but it didn't work. They

[32:00] laughed at our president and went on

[32:02] with their mission to have a nuclear

[32:04] bomb. His Iran deal would have led to a

[32:08] colossal arsenal of massive nuclear

[32:10] weapons for Iran and they would have had

[32:13] them years ago and they would have used

[32:15] them. Would have been a different world.

[32:18] There would have been no Middle East and

[32:20] no Israel right now in my opinion, the

[32:22] opinion of a lot of great experts had I

[32:24] not terminated that terrible deal. And I

[32:26] was I was so honored to do it. I was so

[32:29] proud to do it. It was so bad right from

[32:31] the beginning. Essentially, I did what

[32:33] no other president was willing to do.

[32:36] They made mistakes and I am correcting

[32:39] them. My first preference was always the

[32:42] path of diplomacy. Yet the regime

[32:45] continued their relentless quest for

[32:47] nuclear weapons and rejected every

[32:49] attempt at an agreement. For this

[32:52] reason, in June, I ordered a strike on

[32:55] Iran's key nuclear facilities in

[32:57] Operation Midnight Hammer. Nobody's ever

[33:00] seen anything like it. Those beautiful

[33:03] B2 bombers performed magnificently.

[33:07] We totally obliterated those nuclear

[33:09] sites. The regime then sought to rebuild

[33:13] their nuclear program at a totally

[33:15] different location, making clear they

[33:17] had no intention of abandoning their

[33:19] pursuit of nuclear weapons.

[33:22] They were also rapidly building a vast

[33:24] stockpile of conventional ballistic

[33:27] missiles and would soon have had

[33:29] missiles that could reach the American

[33:32] homeland, Europe, and virtually any

[33:34] other place on Earth. Iran's strategy

[33:37] was so obvious. They wanted to produce

[33:40] as many missiles as possible and they

[33:43] did with the longest range possible and

[33:46] they had some weapons that nobody

[33:48] believed they had. We just learned that

[33:50] out. We took them out. We took them all

[33:52] out so that no one would really dare

[33:54] stop them and their race for a nuclear

[33:57] bomb, a nuclear weapon, a nuclear weapon

[34:00] like nobody's ever seen before. They

[34:02] were right at the doorstep. For years,

[34:05] everyone has said that Iran cannot have

[34:08] nuclear weapons. But in the end, those

[34:11] are just words if you're not willing to

[34:13] take action when the time comes. As I

[34:16] stated in my announcement of Operation

[34:19] Epic Fury, our objectives are very

[34:22] simple and clear. We are systematically

[34:25] dismantling the regime's ability to

[34:27] threaten America or project power

[34:30] outside of their borders. That means

[34:32] eliminating Iran's navy, which is now

[34:36] absolutely destroyed,

[34:39] hurting their air force and their

[34:41] missile program at levels never seen

[34:43] before, and annihilating their defense

[34:46] industrial base. We've done all of it.

[34:48] Their navy is gone, their air force is

[34:50] gone. Their missiles are just about used

[34:53] up or beaten. Taken together, these

[34:56] actions will Iran military,

[34:58] crush their ability to support terrorist

[35:00] proxies, and deny them the ability to

[35:02] build a nuclear bomb. Our armed forces

[35:06] have been extraordinary. There's never

[35:09] been anything like it militarily.

[35:11] Everyone is talking about it. And

[35:13] tonight, I'm pleased to say that these

[35:16] core strategic objectives are nearing

[35:19] completion. As we celebrate this

[35:21] progress, we think especially of the 13

[35:24] American warriors who have laid down

[35:26] their lives in this fight to prevent our

[35:30] children from ever having to face a

[35:32] nuclear Iran. Twice this past month,

[35:36] I've traveled to Dover Air Force Base.

[35:39] And it's been something. I wanted to be

[35:42] with those heroes as they returned to

[35:44] American. So, and I was with them and

[35:47] their families, their parents, their

[35:48] wives, the husbands. We salute them. And

[35:52] now we must honor them by completing the

[35:55] mission for which they gave their lives.

[35:57] that every single one of the people,

[36:00] their loved ones said, "Please, sir,

[36:02] please finish the job." Everyone

[36:04] >> finish the job.

[36:06] >> And we are going to finish the job. And

[36:08] we're going to finish it very fast.

[36:09] We're getting very close. I want to

[36:11] thank our allies in the Middle East,

[36:13] Israel,

[36:14] >> Saudi Arabia, Qatar,

[36:16] >> Israel,

[36:17] >> the UAE, Kuwait, and Bahrain.

[36:20] >> They've been great, and we will not let

[36:23] them get hurt or fail in any way, shape,

[36:26] or form.

[36:27] Many Americans have been concerned to

[36:30] see the recent rise in gasoline prices

[36:32] here at home.

[36:34] >> This short-term increase has been

[36:36] entirely the result of the Iranian

[36:38] regime launching deranged terror attacks

[36:41] against commercial oil tankers and

[36:43] neighboring countries that have nothing

[36:45] to do with the conflict. This is yet

[36:48] more proof that Iran can never be

[36:50] trusted with nuclear weapons. They will

[36:52] use them and they will use them quickly.

[36:55] that would lead to decades of extortion,

[36:58] economic pain, and instability worse

[37:00] than we can ever imagine. The United

[37:04] States has never been better prepared

[37:06] economically to confront this threat.

[37:08] You all know that. We built the

[37:10] strongest economy in history. We're

[37:13] going through it right now. The

[37:14] strongest in history. In one year, we've

[37:17] taken a dead and crippled country. I

[37:20] hate to say that, but we were a dead and

[37:23] crippled country after the last

[37:27] administration and made it the hottest

[37:29] country anywhere in the world by far

[37:32] with no inflation. Record setting

[37:34] investments coming into the United

[37:36] States over $18 trillion and the highest

[37:39] stock market ever with 53 all-time

[37:43] record highs in just one year.

[37:46] It all positioned us to get rid of a

[37:48] cancer that has long simmerred. It's

[37:50] known as the nuclear Iran. And they

[37:54] didn't know what was coming. They've

[37:56] never imagined it. Remember, because of

[37:59] our drill a baby drill program, America

[38:01] has plenty of gas. We have so much gas.

[38:04] Under my leadership, we are number one

[38:07] producer of oil and gas on the planet

[38:09] without even discussing the millions of

[38:11] barrels that we're getting from

[38:13] Venezuela.

[38:15] Because of the Trump administration's

[38:17] policies, we produce more oil and gas

[38:19] than Saudi Arabia and Russia combined.

[38:22] Think of that. Saudi Arabia and Russia

[38:24] combined. And that number will soon be

[38:27] substantially higher than that. There's

[38:30] no country like us anywhere in the

[38:33] world. and we're in great shape for the

[38:35] future. The United States imports almost

[38:38] no oil through the Ormo Strait and won't

[38:42] be taking any in the future. We don't

[38:44] need it. We haven't needed it and we

[38:46] don't need it. We've beaten and

[38:49] completely decimated Iran. They are

[38:52] decimated both militarily and

[38:55] economically and in every other way. And

[38:58] the countries of the world that do

[39:00] receive oil through the Hormone Strait

[39:02] must take care of that passage. They

[39:04] must cherish it. They must grab it and

[39:07] cherish it. They can do it easily. We

[39:10] will be helpful, but they should take

[39:12] the lead in protecting the oil that they

[39:15] so desperately depend on. So to those

[39:17] countries that can't get fuel, many of

[39:20] which refuse to get involved in the

[39:23] decapitation of Iran, we had to do it

[39:25] ourselves.

[39:26] I have a suggestion. Number one, buy oil

[39:29] from the United States of America. We

[39:31] have plenty. We have so much. And number

[39:33] two, build up some delayed courage.

[39:36] Should have done it before. Should have

[39:37] done it with us as we asked. Go to the

[39:40] straight and just take it, protect it,

[39:43] use it for yourselves. Iran has been

[39:46] essentially decimated. The hard part is

[39:49] done. So, it should be easy. And in any

[39:52] event, when this conflict is over, the

[39:54] strait will open up naturally. It'll

[39:57] just open up naturally. They're going to

[39:58] want to be able to sell oil because

[40:01] that's all they have to try and rebuild.

[40:03] It will resume the flowing and the gas

[40:07] prices will rapidly come back down.

[40:09] Stock prices will rapidly go back up.

[40:11] They haven't come down very much.

[40:13] Frankly, they came down a little bit,

[40:15] but they've had some very good days over

[40:17] the last couple of days. We've done

[40:19] actually much better than I thought, but

[40:21] we had to take that little journey to

[40:23] Iran to get rid of this horrible threat.

[40:26] With our historic tax cuts where people

[40:28] are just now talking about receiving

[40:31] larger refunds than they ever thought

[40:33] possible, they are getting so much more

[40:36] money than they thought. That's from the

[40:37] great big beautiful bill. Our economy is

[40:40] strong and improving by the day and it

[40:42] will soon be roaring back like never

[40:45] before. or it will top the levels that

[40:47] it was a month ago. I've made clear from

[40:50] the beginning of Operation Epic Fury

[40:52] that we will continue until our

[40:54] objectives are fully achieved. Thanks to

[40:57] the progress we've made, I can say

[40:59] tonight that we are on track to complete

[41:01] all of America's military objectives

[41:04] shortly. Very shortly, we are going to

[41:07] hit them extremely hard over the next

[41:09] two to three weeks. We're going to bring

[41:12] them back to the stone ages where they

[41:15] belong. In the meantime, discussions are

[41:17] ongoing. Regime change was not our goal.

[41:21] We never said regime change, but regime

[41:23] change has occurred because of all of

[41:26] their original leaders death.

[41:30] >> They're all dead.

[41:32] >> The new group is less radical and much

[41:34] more reasonable. Yet if during this

[41:37] period of time no deal is made, we have

[41:39] our eyes on key targets. If there is no

[41:42] deal, we are going to hit each and every

[41:44] one of their electric generating plants

[41:47] very hard and probably simultaneously.

[41:50] We have not hit their oil, even though

[41:52] that's the easiest target of all because

[41:55] it would not give them even a small

[41:57] chance of survival or rebuilding.

[42:01] But we could hit it and it would be gone

[42:04] and there's not a thing they could do

[42:06] about it. They have no anti-aircraft

[42:08] equipment. Their radar is 100%

[42:11] annihilated. We are unstoppable as a

[42:15] military force. The nuclear sites that

[42:18] we obliterated with the B2 bombers have

[42:20] been hit so hard that it would take

[42:23] months to get near the nuclear dust. And

[42:26] we have it under intense satellite

[42:29] surveillance and control. If we see them

[42:32] make a move, even a move for it, we'll

[42:35] hit them with missiles very hard. Again,

[42:38] we have all the cards. They have none.

[42:40] It's very important that we keep this

[42:42] conflict in perspective.

[42:45] American involvement in World War I

[42:49] lasted one year, 7 months, and 5 days.

[42:53] World War II lasted for 3 years, 8

[42:56] months, and 25 days. The Korean War

[42:59] lasted for three years, 1 month, and two

[43:02] days. The Vietnam War lasted for 19

[43:06] years, 5 months, and 29 days. Iraq went

[43:10] on for 8 years, 8 months, and 28 days.

[43:15] We are in this military operation so

[43:17] powerful, so brilliant against one of

[43:19] the most powerful countries for

[43:22] 32 days and the country has been

[43:26] eviscerated and essentially is really no

[43:29] longer a threat. They were the bully of

[43:32] the Middle East, but they're the bully

[43:33] no longer. This is a true investment in

[43:37] your children and your grandchildren's

[43:39] future. The whole world is watching and

[43:42] they can't believe the power, strength,

[43:44] and brilliance. They just can't believe

[43:47] what they're seeing. They leave it to

[43:50] your imagination, but they can't believe

[43:52] what they're seeing. The brilliance of

[43:53] the United States military. Tonight,

[43:57] every American can look forward to a day

[43:59] when we are finally free from the

[44:01] wickedness of Iranian aggression and the

[44:04] spectre of nuclear blackmail. Because of

[44:07] the actions we have taken, we are on the

[44:09] cusp of ending Iran's sinister threat to

[44:12] America and the world. And I'll tell

[44:14] you, the world is watching. And when we

[44:17] do, when it's all over, the United

[44:20] States will be safer, stronger, more

[44:23] prosperous, and greater than it has ever

[44:25] been before. May God bless the men and

[44:28] women of the United States Armed Forces,

[44:30] and may God bless the United States of

[44:34] America. Thank you very much and good

[44:36] night.

[44:37] >> Well, that was President Trump with a

[44:40] major

[44:41] >> Wow. Okay, let's do a little bit of a

[44:43] summary here because that was a lot UH

[44:48] OF BULL CRAP. NO, let's let's be honest

[44:50] about this. So, I'm going to break it

[44:52] down. I'm going to give you my POV on

[44:53] this. Uh let's keep it quick. All right,

[44:55] here we go.

[44:57] Donald Trump just addressed the nation

[44:59] regarding Iran. Before this speech, I

[45:01] gave a 65% chance that Donald Trump

[45:04] would indicate we would ramp up attacks

[45:07] over the next two to 3 weeks and I gave

[45:10] smaller percentage chances that Donald

[45:12] Trump would declare victory and walk

[45:14] away and deescalate the situation.

[45:17] Unfortunately, what happened here is we

[45:20] did get a threat to ramp up attacks. In

[45:24] fact, Donald Trump's notable quote was

[45:27] that we will send Iran back to the stone

[45:30] age and after we do the straight of

[45:33] harmonically

[45:35] open back up. The stock market and

[45:38] futures didn't really love hearing that.

[45:41] Brent oil jumped to about 105 as we

[45:45] started hearing these comments from

[45:47] Donald Trump because we didn't actually

[45:49] get a plan which we're not expecting

[45:52] battle plans but we didn't actually get

[45:54] a clear objective of what's left to do

[45:57] or a plan for what's going to happen

[46:00] with the straight of Hormuz which

[46:01] obviously is responsible for a very

[46:04] large portion you know 20% of the

[46:05] world's oil supplies a lot of our

[46:08] liqufied natural gas uh liqufied natural

[46:10] gas supplies as well as helium for chip

[46:12] manufacturing. I'll be posting a memory

[46:14] video later tonight talking about memory

[46:16] prices by the way in OpenAI. I encourage

[46:18] you to subscribe and watch that video.

[46:20] It's a great dive into private credit as

[46:22] well and OpenAI. But more importantly

[46:24] here, Donald Trump compares this

[46:27] operation as only being one month to the

[46:31] length of World War I

[46:33] to other wars and conflicts. You know,

[46:35] one year, three years for one and two

[46:38] and and these long time frames. And he's

[46:40] really bragging about how we've

[46:43] obliterated Iran. I mean, here just

[46:45] looking at our bingo sheet, because we

[46:47] made a bingo sheet, you know, we got

[46:49] we've obliterated. He said regime change

[46:51] has happened, which we know is not true.

[46:53] We literally have the more radical son

[46:56] of the current Ayatollah leading the

[46:59] IRGC and having veto power over

[47:02] essentially any legislative body and the

[47:05] president of Iran. So, we don't really

[47:07] have regime change here. Donald Trump

[47:09] did dump on NATO though he stopped short

[47:11] of threatening to withdraw from NATO

[47:13] probably because he realized we can't

[47:15] withdraw from NATO because back in like

[47:17] 2013 even Marco Rubio signed on to this

[47:20] which is kind of ironic but signed on to

[47:22] the only way we can withdraw from NATO

[47:24] is if the Senate authorizes it which

[47:26] obviously the Senate isn't expected to

[47:28] authorize. Uh then you know we we did

[47:30] hear Donald Trump say that in in so many

[47:33] words there's still some work left to

[47:35] do. Uh, and we literally wrote down a

[47:37] quote and said, "People are telling me

[47:39] to finish the job." That's what we were

[47:40] expecting on the bingo board. Donald

[47:41] Trump literally used the words, "We're

[47:44] going to finish the job. I'm being asked

[47:46] to finish the job." Uh, and so the

[47:49] problem with this is we don't really

[47:50] know what's left. We know that Donald

[47:53] Trump says we've obliterated their navy.

[47:55] We've obliterated their air force. We

[47:57] put that on the bingo board as well. We

[47:59] expected that to happen. We expected him

[48:02] to talk about the nuclear dust which is

[48:04] really the highlyenriched uranium that

[48:06] we we know that existed. Uh this exists

[48:09] in they almost look like oil barrels

[48:11] except imagine they're like you know

[48:13] labeled with you know hazardous material

[48:15] kind of you know I don't know labels

[48:17] except something like that. I don't

[48:18] know. Uh but anyway, the point is

[48:21] weapons inspectors from uh and and

[48:24] nuclear inspectors from the

[48:26] International Atomic Energy

[48:27] Administration have inspected and tested

[48:30] the quantities of this highlyenriched

[48:32] uranium. We know they have it or at

[48:34] least had it. We know there are weighed

[48:37] 460 kg which is about 1,17 lbs of this

[48:42] highlyenriched uranium. And we know if

[48:44] you enrich it further to about 90% in

[48:46] centrifuges deep underground likely in

[48:49] my opinion at at uh facilities like

[48:51] pickaxe mountain which as far as I can

[48:52] tell has not been struck yet. I believe

[48:54] that a lot of this highly enriched

[48:56] uranium was actually moved my opinion

[48:58] from Ford though and Espahan because we

[49:01] were tracking vehicle movement in the

[49:04] weeks before the B2 bombing attack. We

[49:06] think a lot of that highly enriched

[49:07] uranium was just moved you know even a

[49:10] couple you know 50 lbs at a time. I

[49:12] mean, it doesn't take that many cars to

[49:14] move 460 kilos to 10,000 lbs. It takes

[49:16] 20 cars if you do 50 at a time. It's not

[49:18] that big of a deal. It's not actually

[49:20] that much, but it's practically enough

[49:22] for 11 nuclear bombs. Donald Trump is

[49:24] telling us we know exactly where it is.

[49:26] It's buried so deep that it would take

[49:28] months to get to, which I hope he's

[49:31] telling the truth about that. I I really

[49:32] hope that because Donald Trump is

[49:34] setting the stage here to exit Iran

[49:36] within the next 2 or 3 weeks after

[49:39] sending them back to the stone age if

[49:41] negotiations don't go well. Now, what's

[49:43] actually interesting is I did not get

[49:45] this checked off on my box. I wrote down

[49:48] they're begging me and negotiations are

[49:50] going great as expectations that Donald

[49:52] Trump would say that because he said

[49:55] that so many times over the last few

[49:56] weeks. you know, we watch this pretty

[49:58] regularly what Donald Trump is saying

[49:59] and he's regularly said that he actually

[50:01] removed those items from his speech or

[50:04] they never made it into the speech which

[50:05] to me the lack of these two right here

[50:09] is actually a bearish indicator and this

[50:12] is why Donald Trump is ramping up

[50:14] aggression. This is why we are seeing

[50:16] more jamming planes get sent to the

[50:18] Middle East. This is why a third

[50:20] aircraft carrier is getting sent to the

[50:22] Middle East. the USS George WH Bush.

[50:24] It's a 2006 uh aged aircraft carrier.

[50:27] It's the third one because, you know,

[50:28] one of ours is, you know, docked in

[50:30] Croatia because it got damaged because

[50:32] of a laundry room fire. That's what

[50:34] we're told. Anyway, you know, we're also

[50:37] sending we're now doubling our A-10

[50:39] attack warthogs to the region, which in

[50:41] my opinion does not align with the

[50:43] straight of Hormuz will magically open.

[50:46] A-10 warthogs are lowflying aircraft. I

[50:48] think they've got a ceiling of like

[50:49] 15,000 ft. Might maybe might be a little

[50:51] higher than that. uh A-10 Warthog along

[50:53] with Apache helicopters. These are

[50:55] fantastic aircraft, but they're really

[50:57] used for uh attacks against uh low-lying

[51:02] targets such as drone launching

[51:04] facilities or missile launching

[51:06] facilities along the straight of Hormuz

[51:08] or coastlines. Uh and this is what we've

[51:10] been doing with our Apaches and our war

[51:12] hogs. And now we're sending more of that

[51:14] equipment to the region. So, it seems

[51:16] like to me there's a ramp up not just of

[51:18] troops, but also of equipment and

[51:19] supplies, which does align with Donald

[51:22] Trump's comment here that we're going to

[51:25] send them back to the Stone Age. We're

[51:26] going to hit them even harder over the

[51:28] next 2 to 3 weeks. He basically implied

[51:30] that things are going to get tougher in

[51:32] the short term. I didn't actually check

[51:34] that off on my bingo board, but he

[51:36] implied if these negotiations don't get

[51:38] better, things are going to get tougher

[51:39] in the short term. He didn't say we

[51:42] ended their nuclear a nuclear program.

[51:44] He did say that we've crippled their

[51:46] ability to launch, but he he stayed away

[51:50] from making that argument. I was

[51:51] actually surprised he did not mention

[51:53] the Federal Reserve. He was one minute

[51:54] late. He did, of course, slam the Obama

[51:57] nuclear deal, the JCPOA. You know, this

[52:00] is where uh Donald Trump regularly

[52:02] brings up the story of us having

[52:03] returned the $1.7 billion to Iran, which

[52:06] of course Donald Trump never mentions

[52:07] was seized Iranian money and uh it, you

[52:10] know, it was it was returned to Iran. So

[52:12] that way Iran would uh also agree to

[52:14] weapons inspectors going to their heavy

[52:16] water plants and uh and their nuclear

[52:19] enrichment sites. So we could actually

[52:20] weigh and inspect how much highly

[52:22] enriched uranium they actually have, the

[52:25] locations of the uranium, the locations

[52:27] of the centrifuges. we can map out the

[52:29] facilities. Donald Trump didn't like the

[52:31] deal probably because he didn't like

[52:32] Obama. Canned that deal. Said he'd make

[52:34] a better deal. Never made a better deal.

[52:36] And you know, neither did Biden in

[52:38] fairness. Although we did get weapons

[52:40] inspectors back in under Biden. Uh and

[52:42] then, you know, after Midnight Hammer,

[52:43] we haven't seen a weapons inspector in

[52:45] Iran since. So, we're we're operating a

[52:47] little bit blind. Of course, uh Trump

[52:49] slammed Biden. Donald Trump uh even

[52:52] though this was news earlier today that

[52:54] will potentially monitor the region uh

[52:57] after we leave after two or three weeks,

[52:59] Donald Trump didn't mention that. He did

[53:01] mention that there's essentially nobody

[53:03] left, that they've killed all the

[53:04] leaders, we have the best military,

[53:06] nobody, you know, he said things like

[53:07] what we're doing have never been done

[53:09] before. He did indicate that the stock

[53:11] market hadn't gone down as much as he

[53:13] thought. I wrote oil is what my

[53:15] expectation was down. Uh Trump also

[53:17] downplayed Hormuz suggesting there's

[53:19] really nothing for us to get there and

[53:20] if people want the Hormuz straight or

[53:23] sort of Hormuz to be open they should

[53:25] just go and get it or buy American oil.

[53:27] The problem with this argument by the

[53:28] way of just buy American oil is if you

[53:30] increase demand for American oil you're

[53:32] just going to drive up the price of

[53:33] American oil. And when you drive up the

[53:36] price of American oil, people go to

[53:37] substitutes like international blends

[53:39] such as Brent and then you increase the

[53:42] price of Brent. So really like it

[53:44] doesn't really matter if they're if

[53:45] people are buying international blends

[53:48] or US blends. There is a net amount of

[53:51] oil that needs to be purchased for

[53:53] consumption and the overall rates of oil

[53:57] will float up or down based on that net

[53:59] demand and of course you do end up with

[54:01] demand destruction if prices go too

[54:03] high. Uh now in the uh night hours if we

[54:07] will uh we can see that the market is

[54:09] selling down on this. Yeah, I always

[54:12] take this with a grain of salt when we

[54:13] go into our course member live streams.

[54:15] We like to set up uh trading indicators

[54:17] uh entirely differently and we do that

[54:20] every day before the market is open.

[54:22] Usually about 20 to 30 minutes before

[54:24] the market opens up. We have a game

[54:26] plan. We talk about it. We do

[54:27] fundamental analysis. And so you could

[54:29] see some pain over here in the after

[54:31] hours. NASDAQ down about 1%, Amazon

[54:33] about 1.3. I've got uh Micron, SanDisk,

[54:37] Western Digital, all about 3%. Tesla

[54:39] down about two here. All in reaction uh

[54:43] to um to Donald Trump's speech here.

[54:46] Again, I think Donald Trump's speech

[54:47] just really was it was a big pep talk,

[54:50] but it did imply escalation. He says,

[54:53] you know, we're winning bigger than ever

[54:54] before. He always says that, of course,

[54:57] this is his propaganda. Uh he says that

[54:59] the Iranians are terrorists. They cannot

[55:01] have nuclear weapons. He even goes

[55:03] through the history of some attacks

[55:05] against USS Cole, Beirut, roadside

[55:08] bombs, and otherwise. And it's really a

[55:09] way for him to sort of justify this

[55:11] continued attack against Iran. And

[55:15] reiterates how important it is that they

[55:17] never end up having a nuclear weapon. At

[55:19] no point do you actually really hear

[55:22] negotiations are going well or we're

[55:24] talking to the president, things are

[55:25] going good. You just hear we're winning.

[55:28] We're crushing them. By the way, we're

[55:30] about to win and crush them even more

[55:33] because we're going to send them back to

[55:34] the stone age. So, all of this

[55:37] conversation, unfortunately, was an

[55:40] escalation, which again, if we look at

[55:42] my uh four scenarios, uh these were the

[55:45] scenarios that I gave earlier today. Uh

[55:47] I gave us a 65% chance of prepare for

[55:50] escalation.

[55:52] Uh and only a 30% chance that we would

[55:55] hear it'll be over soon. negotiations

[55:58] are going great. That did not happen at

[56:00] all. None of that. This was not designed

[56:04] to call markets. This was not a sign

[56:05] that negotiations are going good. This

[56:07] was to put on a strong face that the

[56:10] United States is going to continue to

[56:11] beat the crap out of Iran until they

[56:12] fold. This was supposed to be a power

[56:15] speech, not to the American people, but

[56:17] to Iran. That, you know, to say you're

[56:19] going to send somebody back to the Stone

[56:21] Age just makes me think of Age of

[56:22] Empires. And uh I don't like the Stone

[56:25] Age. Okay. Uh although I do have that

[56:28] guy I don't who which one of my buttons

[56:29] is that

[56:30] >> lost the lead.

[56:31] >> No, not that one.

[56:33] >> There it is. I found it.

[56:37] >> Oh, I love that. Oh, that game was so

[56:39] great. Sorry. I I have this like

[56:40] squirrel. Anyway, where were we? Uh our

[56:44] allies suck did get mentioned obviously.

[56:46] Uh but Donald Trump withdrawing in this

[56:49] speech I only gave a 5% chance of

[56:51] happening. So we had a 30% chance that

[56:54] negotiations were going good. 5% chance

[56:56] that we would just stop right now. Uh

[56:58] and and you know that didn't end up

[57:00] happening. And then we ended up with

[57:01] this 65% chance that there would be an

[57:03] escalation. So prepare for escalation.

[57:06] Two to 3 weeks left and we're going to

[57:08] finish our objectives in Iran. In

[57:11] fairness, I did hope that he was going

[57:14] to get the Strait of Hormuz open within

[57:16] 2 weeks. He did not say that. He did not

[57:19] make that promise. Instead, he literally

[57:21] said, "When this war is over, the

[57:24] Straight of Hormuz will just naturally

[57:26] open up. It'll just happen. It'll just

[57:28] open up."

[57:31] Okay. All right. That is a very strange

[57:35] way to put it. It's just going to

[57:37] magically all be okay, I guess. So,

[57:40] there you have it. Uh, if you haven't

[57:42] yet, go check out meekcaven.com. We do

[57:44] have an expiring coupon code today and

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[58:17] you can see it all over at meetke.com.

[58:19] I'm going to go hang out with the babies

[58:21] before they go to sleep. Thank you so

[58:22] very much to be for being here. It is

[58:24] also my 18th anniversary. I met Lauren

[58:28] when I was 16 years old and uh you know,

[58:32] we we were in a relationship within a

[58:34] few days of meeting. Uh we met in Paris

[58:38] on a little river cruise, which is kind

[58:40] of crazy to say. And uh you know, here

[58:42] we are 18 years later and we got seven

[58:44] kids and uh hopefully more more to come

[58:46] in the future. So anyway, thank you so

[58:48] much for being here, folks. Have a

[58:49] wonderful um April 1. No uh no April

[58:52] Fools jokes from Kevin today. A little

[58:54] too serious with what's going on in the

[58:56] world. Anyway, have a good