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Stephen Kotkin: Putin, Stalin, Hitler, Zelenskyy, and War in Ukraine | Lex Fridman Podcast #289


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The following is a conversation with Stephen Codkin, his second time in the podcast.
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Stephen is one of the greatest historians of all time, specializing in 20th and 21st
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century history of Russia and Eastern Europe, and he has written what is widely considered
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to be the definitive biography of Stalin in three volumes, two of which have been published,
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and the third focused on World War II and the years after he is in the midst of writing
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now.
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This conversation includes a response to my previous podcast episode with Oliver Stone
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that was focused on Vladimir Putin and the war in Ukraine.
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Stephen provides a heart hitting criticism of Putin and the Russian invasion of Ukraine,
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weighed and contextualized deeply in the complex geopolitics and history of our world, all
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with an intensity and rigor, but also wit and humor that makes Stephen one of my favorite
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human beings.
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Please also allow me to mention something that has been apparent and has weighed heavy
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on my heart and mind.
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This conversation with Stephen Codkin makes it more dangerous for me to travel in Russia.
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The previous conversation with Oliver Stone makes it more dangerous for me to travel
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in Ukraine.
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This makes me sad, but it is the way of the world.
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I will nevertheless travel to both Ukraine and Russia.
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I need to once again see with my own eyes the land of my ancestors, where they suffered
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but flourished and eventually gave birth to silly old me.
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I need to hear directly the pain, anger and hope from both Ukrainians and Russians.
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I won't give details to my travel plans in terms of location and timing, but the trip
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is very soon.
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Whatever happens, I'm truly grateful for every day I'm alive and I hope to spend each such
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day adding a bit of love to the world.
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I love you all.
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This is the Lex Friedman podcast and now dear friends, here's Stephen Codkin.
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You are one of the great historians of our time specializing in the man, the leader,
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the historical figure of Stalin.
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So let me ask a challenging question.
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If you can perhaps think about the echo of 80 years between Joseph Stalin and Vladimir
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Putin, what are the similarities and differences between the man and the historical figure,
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the historical trajectory of Stalin and Putin?
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Thank you, Lex.
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It's very nice to be here again with you.
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It's been a while.
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Good to see you.
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Good to see you as well.
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You're looking good.
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You as well.
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I see this podcast stuff is doing you right.
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So we can't really put very easily Vladimir Putin in the same sentence with Joseph Stalin.
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Stalin is a singular figure and his category is really small.
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Hitler, Mao, that's really about it.
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And even in that category, Stalin is the dominant figure, both by how long he was in
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power and also by the amount of power, the military industrial complex he helped build
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and commanded.
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So Putin can't be compared to that.
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However, Putin's in the same building as Stalin.
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He uses some of the same offices as Stalin used.
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On some of those television broadcasts that we see of Putin at meetings and Putin inside
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the Kremlin, Stalin used to sit in those rooms and hold meetings in those rooms.
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That's the Imperial Senate built by Catherine the Great in 18th century building inside
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the Kremlin.
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It's a domed building and you can see it on the panorama, the top of the building, at
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least you can see it on the panorama when you look over the Kremlin wall from many sites
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inside Moscow.
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So if he's not comparable to Stalin, he still works, as I said, in those same buildings,
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those same offices partly.
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And so therefore, he's got some of the problems that Stalin had, which was managing Russian
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power in the world from a position of weakness vis a vis the West, but from an ambition,
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a grandiosity, in fact.
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And so this combination of weakness and grandeur, of not being as strong as the West, but aspiring
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to be as great or greater than the West.
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That's the dilemma of Russian history for the past many centuries.
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It was the dilemma for the Tsars, it was the dilemma for Peter the Great, it was the dilemma
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for Alexander, it was the dilemma for Stalin, and it's the dilemma for Putin.
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Russia is smaller now compared to when Stalin was in that Kremlin.
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It's got pushed back to borders almost the time of Peter the Great, its father from the
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main European capitals now than any time since that 18th century.
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And the West has only grown stronger in that period of time.
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So the dilemma is greater than ever.
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The irony of being in that position, of sitting in the Kremlin, trying to manage Russian power
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in the world, trying to be a providential power, a country with a special mission in
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the world, a country which imagines itself to be a whole civilization, and yet not having
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the capabilities to meet those aspirations, and falling father and father behind the West.
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The irony of all of that is the attempted solutions put Russia in a worse place every
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single time.
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So you try to manage the gap with the West, you try to realize these aspirations, you
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try to raise your capabilities, and you build a strong state, the quest to build a strong
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state and use coercive modernization, to try somehow, if not to close the gap with the
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West, at least to manage it.
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And the result is different versions of personalist rule.
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So they don't build a strong state, they build a personal dictatorship, they build an autocracy.
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And moreover, that autocracy undertakes measures which then worsen the very geopolitical dilemma
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that gave rise to this personalist rule in the first place.
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And so I call this Russia's perpetual geopolitics, I've been writing about this for many, many
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years.
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What's important about this analysis is this is not a story of eternal Russian cultural
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proclivity to aggression.
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It's not something that's in the mother's milk, it's not something that can't be changed
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– Russia doesn't have an innate cultural tendency to aggression.
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This is a choice.
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It's a strategic choice to try to match the power of the West, which from Russia's vantage
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point is actually unmatchable.
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But it's a choice that's made again and again, and Putin has made this choice just
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as Stalin made the choice.
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Stalin presided over the World War II victory, and then he lost the peace.
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After he died in 1953, there was, of course, other rulers who succeeded him.
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He was still the most important person in the country after he died, because they were
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trying to manage that system that he built, and more importantly, manage that growing
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gap with the West.
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By the time the 90s rolled around, former Soviet troops, now Russian troops, withdrew
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from all those advanced positions that they had achieved as a result of the World War
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II victory, and it was Napoleon in reverse.
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They went on the same roads, but not from Moscow back to Paris, but instead from Warsaw
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and from East Berlin and from Tallinn and Riga and all the other places of former Warsaw
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Pact and former Soviet republics in the Baltic region.
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They went back to Russia in retreat, and so Stalin in the fullness of time lost the peace.
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And Putin, in his own way, inheriting some of this, attempting to reverse it when, as
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I said, Russia was smaller, farther away, weaker, the West was bigger and stronger,
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and had absorbed those former Warsaw Pact countries and Baltic states because they voluntarily
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begged to join the West.
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The West didn't impose itself on them.
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It's a voluntary sphere of influence that the West conducts.
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And so that dilemma is where you can put Putin and Stalin in the same sentence and the terrible
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outcome for Russia in the fullness of time also has echoes.
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But of course, Putin hasn't murdered 18 to 20 million people, and the scale of his abilities
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to cause grief with the nuclear weapons aside is nothing like Stalin's.
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And so we have to be careful, right?
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Only Mao put bigger numbers on the board from a tragic point of view than Stalin.
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And numbers matter here if we compare these singular figures.
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Yeah, Mao killed more people in Stalin because Mao had more people to kill.
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The most amazing thing about Mao is he watched Stalin do it.
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He watched Stalin collectivize agriculture and famine result.
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He watched Stalin impose this communist monopoly, and all of those people sent to prison or
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given a bullet in the back of the neck, he watched all of that, and then he did it again
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himself in China.
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Do you think he saw the human cost directly that when you say he saw, do you think he
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was focused on the policies or was he also aware distinctly as a human being of the human
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costs and the lives of peasants and the lives of the working class and the lives of the
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poor?
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I think the prima facie evidence is that he didn't value human life.
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Otherwise, I don't think after seeing the amount of lives that were taken in the Soviet
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experiment, he would have done something similar after that.
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I think the answer, Lex, is it's very hard to get inside Mao's head and figure out what
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he was really thinking.
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But if you just look at the results that happened, the policies that were undertaken and the
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consequences of them, you would have to conclude that there was, let's say, no value or little
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value placed on human life.
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Unfortunately, that's characteristic not only of communist dictators, of post communist
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dictators as well, but the scale of the horrors that they inflict, as horrific as they are,
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just can't compare.
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And so we're in a situation where Eurasia, that is to say, the ancient civilizations
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of Eurasia, which would be Russia, Iran, China, all have some version of non democratic,
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you know, illiberal, autocratic regimes.
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And they're all pushing up against the greater power of the West in some form.
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Sometimes they coordinate their actions and sometimes they don't.
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But this is a very long standing phenomenon, Lex, that predates Vladimir Putin or Xi Jinping
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or the latest incarnation of the supreme leader in Iran.
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So we'll talk about this, I think, really powerful framework of five dimensions of authoritarian
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regimes that you've put together.
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But first, let's go to this Napoleon and reverse retreat from Warsaw back.
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Putin is called, from the perspective of Putin, this retreat, this collapse of Stalin is one
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of the great tragedies of that region of Russia.
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Do you think there's a sense where as Putin sits now in power for 22 plus years, he really
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dreams of a return to the power that influence the land of Stalin?
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So while you said that they're not in the same place in terms of the numbers of people
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that suffer due to their regime, do you think he hopes to have the same power, the same
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influence for a nation that was in the 30s and the 40s and the 50s of the 20th century
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under Stalin?
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If he does, Lex, he's deluding himself.
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We don't know for sure.
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Very few people talk to him.
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Very few people have access to him.
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A handful of Western leaders have met with him for short periods of time.
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Those inside Russia barely meet with him.
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His own minions in the regime barely have face time with him.
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We don't know exactly what he thinks.
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It could be that he has delusions of reconquering Russian influence, if not direct control over
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the territories that broke away, but it's not going to happen.
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Let's talk a little bit about this guy, Nikolai Potroshev.
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Nikolai Potroshev is probably not well known to your listeners.
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He's the head of Russia's Security Council, and so you could probably call him the second
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most important or second most powerful man in Russia.
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Only inside the regime, arguably Navalny is the second most important person in the country,
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and we'll talk about that later, I'm sure.
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In terms of influence.
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Yes.
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But Potroshev is a version of Putin's right hand man, and Potroshev has been giving interviews
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in the press.
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You probably saw the interview with Niza Vesemaya Gazeta not that long ago.
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He writes also his own blog like interventions in the public sphere using the few channels
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that are left.
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What's interesting about Potroshev, and this could well reflect similar thinking to Putin's,
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which is why I'm bringing this up, is that he's got this conspiratorial theory that
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the West has been on a forever campaign to destroy Russia, just like it destroyed the
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Soviet Union, and that everything the West does is meant to dismember Russia, and that
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Russia is fighting an existential battle against the West.
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For example, the CIA and the American government wanted to bring down the Soviet Union.
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The mind that the Bush administration, the first Bush, the father, was trying desperately
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to hold the Soviet Union together because they were afraid of the chaos that might ensue
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and the nukes that might get loose as a result of a Soviet collapse.
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It wasn't until the very last moment where Bush decided, his administration decided to
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back those Republican leaders who were breaking away from Mikhail Gorbachev and the Soviet
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Union.
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Never mind the empirics of it.
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Never mind that Bill Clinton's administration, following George Bush, sent boatloads of money,
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Western taxpayer money to Russia.
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We don't know exactly how much because it came from different sources.
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People talk about how there was no Marshall Plan.
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It was tens of billions of dollars from various sources, from the IMF and other sources, and
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Lexa disappeared.
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It's gone.
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Just like the German money that went to Gorbachev for unification disappeared even before the
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Soviet collapse, the money disappeared.
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But the West sent the money.
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So how was that applied?
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And then you could go all the way, Obama's administration, George Bush trying to do business
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deals and reset the relations and Obama administration trying to reset the relations and doing nothing
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after the Georgian war and slapping Putin on the wrist, following the seizure force.
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And you could go on and you could go on all the way through the Trump administration telling
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Putin that he's right, Trump believes Putin and doesn't believe U.S. intelligence about
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Russian efforts to interfere in American domestic politics.
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So despite all the empirics of it, you have Potoshev and likely Putin talking about this
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multi decade Western conspiracy to bring Russia down.
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At the same time as that's happening, the Germans are voluntarily increasing their dependence
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on Russian energy, voluntarily increasing their dependence on Russian.
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So here's the conspiracy to bring Russia down.
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The French who fantasize about themselves as a diplomatic superpower are constantly,
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the French leaders are constantly running to the Kremlin to ask what Russian needs,
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what concessions from the West Russian needs to feel respected again.
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The British provide all manner of money laundering and reputation laundering services for the
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whole Russian oligarchy, including the state officials who are looting the state and using
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the West British institutions to launder their money.
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So all of this is happening and yet Potoshev imagines this conspiracy to bring Russia down
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by the West.
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And so that's what we've got in the Kremlin again.
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Stalin had that same conspiratorial mentality of the West.
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Everything that happened in the world was part of a Western conspiracy directed against
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the Soviet Union and now directed against Russia.
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Even though the West is trying to appease, the West is offering its services, the West
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is trying to change Russia through investment in a positive way, but instead the West is
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what's changing.
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The West is becoming more corrupt.
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Western services are being corrupted by the relationship with Russia.
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So you have to ask yourself, who are these people in power in the Kremlin who imagine
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that while they're availing themselves of every service and every blandishment of the
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West, while they're availing themselves of this, that they're fighting a conspiracy
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by the West to bring them down.
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So this is what they call the Abyssinia in Russian, which is a term, as you know, that
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means those who are resentful or you might call them the losers, the losers in the transition.
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So when the Soviet Union fell and there was a very substantial diminution in Russian power
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and influence in the world, a lot of people lost out.
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They weren't able to steal the property.
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They weren't able to loot the state in the 90s.
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And they were on the outside.
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They gradually came back in.
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They were the losers in the transition domestically.
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And for them, right, they wanted to reverse being on the losing side.
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And so they began to expropriate, to steal the money, steal the property from those first
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thieves who stole in the 90s.
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And the 2000s and on have been about re stealing, taking the losers in the transition, taking
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the money from the winners, and reversing this resentment, this loser status.
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Those are your Patrushevs and your Putin's.
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But at the same time, this blows out to let's reverse the losses being on the losing side,
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the roiling resentment at the decline of their power internationally.
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Let's try to reverse that too.
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So you have a profound psychological whole generation of people who are on the losing
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end domestically and reverse that domestically.
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That's what the Putin regime is about.
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Remember Mikhail Khodorkovsky's Yukos.
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Remember all the companies that are now owned by Putin cronies because they were taken away
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from whoever stole them in the first place.
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And now they're trying to do that on the international scale.
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It's one thing to put domestic opponents in jail.
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It's one thing to take away someone's property domestically.
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But you're not going to reverse the power of the West with the diminished Russia that
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you have.
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And so that project, that Patrushev project, which we see him expressing again and again,
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he speaks about it publicly.
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It's not something that we need to go looking for a quest, the secret.
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We can't find it.
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What are they thinking?
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It's right there in front of our face.
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And Putin has spoken the same way for a long time.
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People point to the 2007 speech at the Munich Security Conference that Putin delivered and
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certainly your listeners could use a snippet or two of that, just like they could use a
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couple of quotes from Patrushev to contextualize what we're talking about.
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But it predates the 2007 Munich speech, the reaction to Ukraine's uprising in 2004 attempt
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to steal the election inside Ukraine, which the Ukrainian people rose up valiantly against
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and risked their lives and overturned.
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So there were public statements from Putin already back then, the statements about Harkovsky
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in 2003 when he was arrested and expropriated.
link |
00:23:44.140
This is a longstanding psychological, deeply psychological issue, which is about managing
link |
00:23:52.360
Russian power in the world, as I was saying, the gap with the West, but has this further
link |
00:23:56.900
dimension of feeling like losers and wanting to reverse that, that's their life experience.
link |
00:24:03.060
Abyssinia.
link |
00:24:04.660
So there's that resentment that fuels this narrative, fuels this geopolitics and internal
link |
00:24:13.860
policy.
link |
00:24:14.860
But so resentment is behind some of the worst things that have ever been done in human history.
link |
00:24:19.540
Hitler was probably fueled by resentment.
link |
00:24:22.700
So resentment is a really powerful force, yes.
link |
00:24:26.220
Just to maybe not push back, but to give fuller context on the West.
link |
00:24:33.300
He said there's a narrative from Putin's Russia that the West is somehow an enemy.
link |
00:24:42.300
You position everything against the West, but is there a degree, and to what degree
link |
00:24:47.860
is the West willing to feed that narrative, that it's also convenient for the West to
link |
00:24:52.820
have an enemy?
link |
00:24:54.100
It seems like in the place, in the span, it seems like in geopolitics, having an enemy
link |
00:25:02.620
is useful for forming a narrative.
link |
00:25:06.500
Now having an enemy for the basic perspective of humanity is not good, but in terms of maintaining
link |
00:25:12.260
power, if you're a leader in a game of geopolitics, it seems to be good to have an enemy.
link |
00:25:18.660
It seems to be good to have something like a Cold War.
link |
00:25:21.820
You can always point your finger and says, all our actions are fighting this evil, whatever
link |
00:25:27.500
that evil is.
link |
00:25:28.660
It could be like with George W. Bush, the war on terrorism is this evil.
link |
00:25:33.740
You can always point that something.
link |
00:25:35.500
So you've made it seem that the West is trying.
link |
00:25:38.180
There's a lot of forces within the West that are trying to reach out a friendly hand, trying
link |
00:25:43.020
to help, sending money, sending compassion, trying to sort of...
link |
00:25:48.220
Trying to integrate Russia into global institutions.
link |
00:25:51.060
Exactly.
link |
00:25:51.560
...which was a longstanding multi decade effort across multiple countries and multiple administrations
link |
00:25:58.380
in those countries.
link |
00:25:59.740
But is there also warmongers on the West that would want more?
link |
00:26:02.420
Of course, Lex, of course you're right about that, but let's put it this way.
link |
00:26:06.340
People talk about the Cold War and they usually looking to assign blame for the Cold War as
link |
00:26:12.940
if it's some kind of mistake, a misunderstanding, or a search for an enemy that was convenient
link |
00:26:19.980
to rally domestic politics.
link |
00:26:23.180
So Lex, there's a coup in Czechoslovakia and somebody installs a communist regime in
link |
00:26:30.980
February 1948.
link |
00:26:33.780
No reaction to that, that's just okay.
link |
00:26:36.780
There's a blockade of Berlin.
link |
00:26:39.140
Is that cool by you?
link |
00:26:40.740
Where they try to strangle West Berlin so that they can swallow West Berlin and add
link |
00:26:46.860
it to East Berlin.
link |
00:26:48.140
You cool with that?
link |
00:26:50.380
How about Korean War, invasion of North Korea, invasion of South Korea by North Korea.
link |
00:26:57.180
You cool with that?
link |
00:26:59.080
How about the murders and the show trials up and down Eastern Europe in the late 40s
link |
00:27:05.220
after the imposition of the clone regimes?
link |
00:27:08.140
You good with that?
link |
00:27:09.140
Yeah, it's very convenient to have an enemy, I agree with you.
link |
00:27:13.820
But you know, there was some actions, Lex.
link |
00:27:17.180
There was some threats to people's freedom.
link |
00:27:19.940
There was some invasions.
link |
00:27:21.940
There was some aggression and violence on a mass scale, like collectivization of Eastern
link |
00:27:27.680
Europe.
link |
00:27:28.680
We could go on, Lex, with the examples.
link |
00:27:30.580
I'm just giving a few of them.
link |
00:27:33.380
And so the Cold War was not a mistake.
link |
00:27:36.100
It was not a misunderstanding.
link |
00:27:37.100
You don't have to blame someone for the Cold War.
link |
00:27:41.380
We have to give credit for the Cold War.
link |
00:27:44.100
The Truman administration deserves credit for standing up to Stalin's regime, for standing
link |
00:27:51.220
up to these actions, for saying, yeah, we're not just going to take this.
link |
00:27:57.100
We're not going to let this go on.
link |
00:27:59.140
We're not going to let this expand to further territories.
link |
00:28:02.780
We're going to create the NATO alliance.
link |
00:28:05.260
And we're going to rally democratic liberal regimes to stand up to this illiberalism,
link |
00:28:12.260
this violence, and this aggression.
link |
00:28:14.820
And so, yeah, Lex, it's always convenient to have an enemy.
link |
00:28:19.340
But there was an enemy, Nikolai Leonov, who recently died.
link |
00:28:24.140
He died in April, 2022, and he had a major funeral.
link |
00:28:29.180
He was the last head analyst of the Soviet KGB.
link |
00:28:36.620
And Leonov is one of the most important figures for understanding the Soviet collapse.
link |
00:28:41.860
And he has the best memoir on the Soviet collapse, which is known in Russian as Lycholetia.
link |
00:28:49.100
You will understand that.
link |
00:28:51.660
And you'll help your podcast listeners understand.
link |
00:28:56.260
There's a singularity to that kind of expression, Lycholetia.
link |
00:29:01.100
Leonov just died.
link |
00:29:02.340
But one of the things, and in fact, the people who were supposedly arrested by Putin as scapegoats
link |
00:29:10.340
for the Ukraine war, the main one, Sergei Besheda, gave the eulogy at Leonov's funeral
link |
00:29:17.500
in April, 2022, showing that it's a lie that all of these people have been arrested and
link |
00:29:23.100
purged in another nonsense in social media.
link |
00:29:27.580
But to get back to what Leonov said and get back to your enemy point, Leonov said, you
link |
00:29:33.100
know, the West spent all this time blackening the image of the Soviet Union.
link |
00:29:39.220
All these resources and propaganda and covert operations to blacken the Soviet image.
link |
00:29:45.940
And they did, Lex.
link |
00:29:46.940
The West did do that.
link |
00:29:48.420
And then Leonov wrote in the next sentence, and you know what?
link |
00:29:51.760
We gave them a lot of material to work with to blacken our image.
link |
00:29:57.900
So you're saying a kind of sobering reality, which it is possible to some degree to draw
link |
00:30:04.780
line between the good guys and the bad guys.
link |
00:30:07.940
Freedom is better than unfreedom, Lex.
link |
00:30:11.180
It's a lot better than unfreedom, and a guy like you understands that really well.
link |
00:30:15.860
Well, so yes, but those are all, you know, there's words like justice, freedom.
link |
00:30:25.140
What else?
link |
00:30:26.140
Love.
link |
00:30:27.140
You can use a lot of words that Hitler himself used to describe why he is actually creating
link |
00:30:34.860
a better world than those he's fighting.
link |
00:30:37.940
So some of it is propaganda.
link |
00:30:39.300
The question is on the ground, what is actually increasing the amount of freedom in the world?
link |
00:30:44.980
Institution's Lex, right?
link |
00:30:45.980
We're not talking about propaganda here.
link |
00:30:48.620
When we use words like freedom, we're talking about rule of law.
link |
00:30:53.460
We're talking about protection of civil liberties.
link |
00:30:56.020
We're talking about protection of private property.
link |
00:30:59.100
We're talking about an independent and well funded judiciary.
link |
00:31:03.580
We're talking about an impartial, non corrupt, competent civil service.
link |
00:31:09.460
We're talking about separation of powers where the executive branch's power is limited, usually
link |
00:31:15.140
by an elected parliament.
link |
00:31:17.340
In fact, yes, let's talk about elections.
link |
00:31:21.260
Let's talk about freedom of speech and freedom of the public sphere.
link |
00:31:25.340
We're not talking about freedom as a slogan here.
link |
00:31:28.180
We're talking about a huge array of institutions and practices and norms ultimately, right?
link |
00:31:35.460
And if they exist, you know and you live under them.
link |
00:31:39.260
And if they don't exist, you fully understand that as well, right?
link |
00:31:43.940
Ukraine was a flawed democracy before Russia invaded.
link |
00:31:49.820
It's utterly corrupt, many ways dysfunctional, especially the elites were dysfunctional.
link |
00:31:58.580
The gas industry in Ukraine was absolutely terrible because of the corruption that it
link |
00:32:03.860
generated, the oligarch problem, a handful of people stealing the state resources.
link |
00:32:10.380
And yet Ukraine had an open public sphere and it had a parliament that functioned.
link |
00:32:16.740
And so despite its flaws, it was still a democracy.
link |
00:32:23.500
The regime in Moscow, you can't say that Lex.
link |
00:32:27.700
It's not a comparable regime to Ukraine.
link |
00:32:30.580
You could say, oh, well, there are oligarchs in Ukraine and there are oligarchs in Russia.
link |
00:32:34.620
There's corruption in Ukraine, there's corruption in Russia.
link |
00:32:37.260
So really, what's the big difference?
link |
00:32:38.980
And the answer is, well, Ukraine had the open public sphere, Ukraine had a real parliament.
link |
00:32:44.420
Can you call Russia's Duma a real parliament?
link |
00:32:47.700
I don't think so.
link |
00:32:49.340
I don't think you can.
link |
00:32:51.100
Can you say that there were any checks whatsoever on the executive branch in Russia?
link |
00:32:57.460
Can you say that the Russian judiciary had any independence or really full level of competence,
link |
00:33:06.100
even compared to the Ukrainian judiciary, which was nothing to brag about?
link |
00:33:09.940
No, you can't say that, Lex.
link |
00:33:12.140
So we can differentiate between the very flawed, corrupt oligarchic democracy in Ukraine and
link |
00:33:22.180
the very corrupt oligarchic autocracy in Russia.
link |
00:33:26.300
I think that's a fair distinction.
link |
00:33:28.660
Yeah, we should say that Russia and Ukraine have the great honor of being the number one
link |
00:33:34.060
and the number two most corrupt nations in Europe by many measures.
link |
00:33:38.780
But there is a fundamental difference as you're highlighting.
link |
00:33:42.220
Russia is a corrupt autocracy, Ukraine, we can say, is a corrupt democracy.
link |
00:33:48.380
And to that level, there's a fundamental difference.
link |
00:33:54.100
Ukraine is not murdering its own journalists in systematic fashion.
link |
00:33:59.800
If journalists are killed in Ukraine, it's a tragedy.
link |
00:34:03.460
If journalists are killed in Russia or Russian journalists are killed abroad, it's regime
link |
00:34:07.660
policy.
link |
00:34:08.660
And the degree to which a nation is authoritarian means that it's suffocating its own spirit,
link |
00:34:16.020
its capacity to flourish.
link |
00:34:19.300
We're not just talking about sort of the freedom of the press, those kinds of things, but basically
link |
00:34:27.740
all industries get suffocated and you're no longer being able to, yeah, flourish as
link |
00:34:34.060
a nation, grow the production, the GDP, the scientists, the art, the culture, all those
link |
00:34:38.500
kinds of things.
link |
00:34:39.500
Yes, Lex, you're absolutely right.
link |
00:34:40.900
And so before the invasion, the full blown invasion of February 2022 into Ukraine, because
link |
00:34:47.580
as you know, the war has been going on for many years at a lower level compared to what
link |
00:34:52.740
it is these days, but still a tragic war with many deaths prior to February 2022.
link |
00:35:00.700
Before this latest war, we could have said that the greatest victims of the Putin regime
link |
00:35:05.740
are Russian domestic, that the people who are suffering the most from the Putin regime
link |
00:35:13.540
are not sitting here in New York City, but in fact are sitting there in Russia.
link |
00:35:18.980
Now of course, with the invasion of Ukraine and really the atrocities that have been well
link |
00:35:27.100
documented and more are being investigated, we can't easily say anymore that Russians
link |
00:35:34.860
are the greatest victims of the Putin regime, but in ways other than bombing and murdering
link |
00:35:41.820
civilians, children, mothers, grandmothers, grandfathers, after you include that, then
link |
00:35:51.780
of course the larger number of victims of the Putin regime are not Ukrainians, but ultimately
link |
00:35:57.380
Russians and there's how many of them now that have fled?
link |
00:36:02.260
So your powerful, precise, rigorous words are then in a stark contrast, I would say,
link |
00:36:11.900
to my very recent conversation with Oliver Stone, and I would love you to elaborate
link |
00:36:17.420
to this agreement you have here with his words and maybe words of people like John Miersheimer.
link |
00:36:25.540
The idea is that Putin's hand in this invasion of 2022 was forced by the expansion of NATO,
link |
00:36:34.220
the imperialist imperative of the United States and the NATO forces.
link |
00:36:44.020
You disagree with this point in terms of placing the blame somehow on the invasion on forces
link |
00:36:52.420
larger than the particular two nations involved, but more on the geopolitics of the world that's
link |
00:36:59.700
driven by the most powerful military nation in the world, which is the United States.
link |
00:37:03.860
Yeah, Lex.
link |
00:37:04.860
So let's imagine that a tragedy has happened here in New York and a woman got raped.
link |
00:37:14.020
We know the perpetrator, they go to trial and Oliver Stone gets up and says, you know
link |
00:37:19.860
what, the woman was wearing a short skirt and there was no option but for the rapist
link |
00:37:27.140
to rape her.
link |
00:37:28.820
The woman was wearing lipstick or the woman was applying for NATO membership and just
link |
00:37:35.500
had to be raped.
link |
00:37:37.660
I mean, didn't want a raper, but was compelled because of what she was doing and what she
link |
00:37:44.740
looked like and the clothes she was wearing and the alliances that she was under international
link |
00:37:50.660
law signed by Moscow, all the treaties that sovereign countries get to choose whatever
link |
00:37:57.460
alliance they belong to, treaties that the UN Charter signed by Russia, Soviet Union.
link |
00:38:06.420
The 1975 Helsinki agreement signed by the Soviet Union, the 1990 Charter of Paris for
link |
00:38:15.220
a new Europe signed by the Soviet Union, the 1997 NATO Russia founding act signed by the
link |
00:38:22.140
Russian government, the post Soviet Russia, all of those documents signed by either the
link |
00:38:29.420
Soviet regime or the Russian regime, which is the legally recognized international inheritor,
link |
00:38:35.420
right, successor of the Soviet state, all of those agreements are still in force and
link |
00:38:40.460
all of them say that countries are sovereign and can freely choose their foreign policy
link |
00:38:48.220
and what alliances they want to join.
link |
00:38:51.020
Let's even go farther than that.
link |
00:38:52.580
I mean, you don't have to go farther than that, but let's go farther than that Lex.
link |
00:38:58.100
Is an autocratic repressive regime that invades its neighbors in the name of its own security,
link |
00:39:05.140
being new in Russian history?
link |
00:39:07.100
Did we not see this before?
link |
00:39:09.060
Is this, does this not predate NATO expansion?
link |
00:39:13.660
Does this not predate the existence of NATO?
link |
00:39:17.260
Would Oliver Stone sit here in this chair and say to you, you know, they had to impose
link |
00:39:22.580
serfdom in the 17th century because NATO expanded, they had no choice, their hands were tied,
link |
00:39:30.140
they were compelled to treat their own population like slaves because, you know, NATO expanded.
link |
00:39:37.540
I mean, I could go on through the examples of Russian history that predate the existence,
link |
00:39:43.620
let alone the expansion of NATO, where you have behavior, policies, actions very similar
link |
00:39:52.620
to what we see now from the Kremlin.
link |
00:39:56.300
And you can't explain those by NATO expansion, can you?
link |
00:40:00.120
And so that argument doesn't wash for me because I have a pattern here that predates NATO expansion.
link |
00:40:07.620
I have international agreements, founding documents signed by the Kremlin over many,
link |
00:40:14.460
many decades, acknowledging the freedom of countries to choose their alliances.
link |
00:40:20.740
And then I have this problem where when you rape somebody, it's not because they're wearing
link |
00:40:25.580
a short skirt.
link |
00:40:27.060
It's because you have raped them.
link |
00:40:32.540
You've committed a criminal act, Lex.
link |
00:40:36.140
I think there's a lot of people listening to this that will agree to the emotion, the
link |
00:40:40.940
power and the spirit of this metaphor.
link |
00:40:43.180
And I was struggling to think how to dance within this metaphor because it feels like
link |
00:40:49.420
it wasn't precisely the right one, but I think that it captures the spirit.
link |
00:40:55.020
I'm not suggesting, Lex, that everything the West has done has been honorable or intelligent.
link |
00:41:03.380
Fortunately, we live in a democracy.
link |
00:41:06.340
We live in liberal regimes.
link |
00:41:07.980
We live under rule of law, liberal in the classical sense of rule of law, not liberal
link |
00:41:14.100
in the leftist sense.
link |
00:41:17.180
We live in places like that, and we can criticize ourselves, and we can criticize the mistakes
link |
00:41:22.180
that we made or the policy choices or the inactions that were taken.
link |
00:41:27.020
And there are a whole lot of things to answer for, and you can now discuss the ones that
link |
00:41:34.700
are your favorites, the dishonor or the mistakes, and I could discuss mine, and we could spend
link |
00:41:42.500
the whole rest of our meeting today discussing the West's mistakes and problems.
link |
00:41:47.340
And we won't end up in prison for it.
link |
00:41:49.820
Yeah, Lex, and so I'm thankful for that, and I'm thankful that people may disagree and
link |
00:41:55.740
that people make the argument that NATO expansion is to blame.
link |
00:42:00.140
But you see, I'm countering two arguments here.
link |
00:42:02.780
I'm countering one argument, which is very deeply popular, pervasive, about how Russia
link |
00:42:09.500
has this cultural tendency to aggression, and it can help but invade its neighbors and
link |
00:42:16.180
it does it again and again, and it's eternal Russian imperialism, and you have to watch
link |
00:42:22.100
out for it.
link |
00:42:23.180
This very popular argument in the Baltic states, it's really popular in Warsaw.
link |
00:42:28.700
It's really popular with the liberal interventionists, and it's very, very popular with those who
link |
00:42:34.460
are part of the Iraq War squad that got us into that mess.
link |
00:42:39.220
So I'm against that, and the reason I'm against it is because it's not true.
link |
00:42:43.620
It's empirically false.
link |
00:42:44.860
There is no cultural trait, inherent tendency for Russia to be aggressive.
link |
00:42:50.820
It's a strategic choice that they make.
link |
00:42:53.340
Every time it's a choice made, it's not some kind of momentum.
link |
00:42:56.780
Every time it's a choice that we should judge for the choice that it is for the decision.
link |
00:43:01.380
And therefore they could make different choices.
link |
00:43:03.180
They could say, we don't have to stand up to the West.
link |
00:43:06.140
We don't have the capabilities to do that.
link |
00:43:08.900
We can still be a great country.
link |
00:43:10.660
We can still be a civilization unto itself.
link |
00:43:13.260
We can still be Russia.
link |
00:43:15.380
We can still worship in Orthodox cathedrals, or we can still be ourselves, but we don't
link |
00:43:22.740
have to pursue this chimerical pursuit, this elusive quest to stand up to the West and
link |
00:43:29.380
be in the first ranks of powers.
link |
00:43:32.020
So I'm countering that argument.
link |
00:43:33.420
I'm saying it's perpetual geopolitics.
link |
00:43:36.940
It's a geopolitical choice rising out of this dilemma of the mismatch between aspirations
link |
00:43:43.420
and capabilities.
link |
00:43:45.140
It's not eternal Russian imperialism.
link |
00:43:48.140
And I'm also countering the other argument here, Lex, which is to say that it's the West's
link |
00:43:52.940
fault.
link |
00:43:54.100
It's Western imperialism.
link |
00:43:56.180
I'm very popular on the left, very popular with realist scholars, very popular with some
link |
00:44:01.700
of the people recently on your podcast.
link |
00:44:05.020
And so it's neither eternal Russian imperialism, nor is it Western imperialism.
link |
00:44:11.380
The mere fact that the West is stronger than Russia is not a crime on the part of the West.
link |
00:44:18.060
It's not a crime that countries voluntarily want to join the West that beg to get in,
link |
00:44:24.300
either the EU or NATO or other bilateral alliances or other trade agreements.
link |
00:44:31.820
Those are voluntarily entered into and that's not criminal.
link |
00:44:35.980
If the West's sphere of influence, which is open, an open sphere of influence, which as
link |
00:44:41.940
I say people voluntarily join, if that expands, that's not a crime, nor is that a threat to
link |
00:44:47.220
Russia, ipso facto.
link |
00:44:50.020
NATO is a defensive alliance and the countries are largely pacifist who are members of NATO.
link |
00:44:55.980
And NATO doesn't attack.
link |
00:44:57.500
It defends members if they are attacked.
link |
00:45:00.940
And so the idea that Ukraine, which had the legal right, might want to join NATO in the
link |
00:45:07.220
EU, which was not going to happen in our lifetimes and was not a direct threat to the Putin regime
link |
00:45:13.300
since the Western countries that make up the EU and NATO decided that Ukraine was not ready
link |
00:45:23.500
for membership.
link |
00:45:24.500
There was no consensus.
link |
00:45:25.620
It was not going to happen, but Ukraine's free choice to express that desire.
link |
00:45:31.540
And if your government is elected by your people, freely elected, meaning you can unelect
link |
00:45:38.140
that government in the next election and that government makes foreign policy choices on
link |
00:45:43.620
the basis of its perceived interests, that's not a crime, Lex.
link |
00:45:48.420
That's not a provocation.
link |
00:45:50.380
That's not something that compels the leader of another country to invade you.
link |
00:45:56.220
That is legal under international law and it's also a realist fact of life.
link |
00:46:02.100
The realists like to tell you that Russia here was disrespected, Russia's interests
link |
00:46:09.620
were not taken into account, et cetera, et cetera.
link |
00:46:12.380
But the real world works in such a way that treaties matter, that international law matters.
link |
00:46:19.220
That's why people like me were not in favor of the US 2003 invasion of Iraq, Lex, because
link |
00:46:26.060
it wasn't legal in addition to the fact that we thought it might backfire.
link |
00:46:32.140
But you know, Lex, like I said, there are a lot of things about the West that we ought
link |
00:46:37.300
to criticize as citizens and we do criticize, but we have to be clear about where responsibility
link |
00:46:44.300
lies in these events that we're talking about today.
link |
00:46:48.860
So you get to trouble, it's largely erroneous to think about both the West or the United
link |
00:46:54.860
States from an imperialist perspective and Russia from an imperialist perspective is
link |
00:47:00.420
better clear to think about each individual aggressive decision on its own as a choice
link |
00:47:06.100
that was made.
link |
00:47:07.460
So let's talk about the most recent choice made by Vladimir Putin.
link |
00:47:14.180
The choice to invade Ukraine or to escalate the invasion of Ukraine on February 24, 2022.
link |
00:47:22.900
Now we're a few months removed from that decision, initial decision.
link |
00:47:28.820
Why do you think he did it?
link |
00:47:30.700
What are the errors in understanding the situation and calculating the outcomes and everything
link |
00:47:40.220
else about this decision in your view?
link |
00:47:44.860
Yeah, Lex, when a war doesn't go well, it looks like lunacy to have launched it in the
link |
00:47:51.580
first place.
link |
00:47:52.580
Does it ever go well?
link |
00:47:54.420
War never goes according to plan.
link |
00:47:56.980
All war is based upon miscalculation, but not everybody is punished for their miscalculation.
link |
00:48:03.940
All aggressive war we're talking about, not defensive war, is based upon miscalculation.
link |
00:48:10.260
But you can adjust.
link |
00:48:11.620
You can recalibrate when you're driving down the road and that very annoying voice is telling
link |
00:48:18.100
you in a thousand feet, make a right and you fail to make a right, it recalibrates, right?
link |
00:48:26.460
It tells you, okay, now go turn around or you turn or make a left.
link |
00:48:31.940
It doesn't say you're an idiot and turn around and make a U turn, but it does recalibrate.
link |
00:48:37.140
So you can miscalculate and the problem is not the miscalculation, usually it's the failure
link |
00:48:42.460
to do that adjustment, right?
link |
00:48:45.740
People I know who are hedge fund traders, I asked them, what's your favorite trade?
link |
00:48:53.020
And the line from them all, and this is a cliche, is my favorite trade is when I made
link |
00:48:57.420
a mistake, but I got out early before all the carnage.
link |
00:49:02.760
So their favorite trade is not when they made some brilliant choice, but it's when they
link |
00:49:07.060
miscalculated, but they reduced the consequences of their miscalculation by recalibrating quickly,
link |
00:49:13.940
right?
link |
00:49:14.940
So let's talk about the calculation and miscalculation of February.
link |
00:49:19.580
Let's imagine, Lex, that you've been getting away with murder.
link |
00:49:23.540
I don't mean murder in a figurative sense.
link |
00:49:26.380
I mean, you've been murdering people.
link |
00:49:28.900
You've been murdering them domestically, and you've been murdering them all across Europe,
link |
00:49:33.980
and you've been murdering them not just with, for example, a car accident, a stage car accident,
link |
00:49:42.020
or using a handgun.
link |
00:49:44.660
You use a novi choke, or you use some other internationally outlawed chemical weapon.
link |
00:49:54.740
Now let's imagine that you did it and nothing happened to you.
link |
00:49:58.860
It wasn't like you were removed from power.
link |
00:50:01.460
It wasn't like you paid a personal price.
link |
00:50:03.900
Sure, maybe there was some sanctions on your economy, but you didn't pay the price of those
link |
00:50:08.380
sanctions.
link |
00:50:09.900
Little people paid the price of those sanctions.
link |
00:50:12.860
Other people in your country paid the price.
link |
00:50:16.020
Let's imagine not only were you murdering people, literally, but you decided to entice
link |
00:50:24.980
the idiotic ruler of Georgia into a provocation that you could then invade the country.
link |
00:50:33.860
You invaded the country, and you bid off these territories, Abkhazia and South Ossetia.
link |
00:50:40.180
What price did you pay for that?
link |
00:50:42.980
Then you decided, you know, I think I'll now invade Crimea, and forcibly annex Crimea,
link |
00:50:49.340
and I'll instigate an insurrection in the Donbas, in Eastern Ukraine, in Luhansk.
link |
00:50:56.180
Let's imagine you did all that, and then you had to stick out your wrist so that it
link |
00:51:01.940
could be slapped a couple of times.
link |
00:51:04.460
You said, you know, I can pretty much do what I want.
link |
00:51:08.580
I'm putting a sanction here and there, and they're doing this, and they're doing that,
link |
00:51:13.420
and you know what, they're more energy dependent on me than before.
link |
00:51:17.300
I got better money laundering and reputation services than anybody has.
link |
00:51:22.100
Maybe the Middle East and the Chinese would disagree with you that you have better than
link |
00:51:25.980
them, but yours are pretty good.
link |
00:51:27.820
And the Panama Papers get released revealing all of your offshoring and your corruption,
link |
00:51:34.620
and nothing happens, Lex.
link |
00:51:36.820
So the first and most important consideration here is, in your own mind, you've been getting
link |
00:51:42.700
away with murder, literally, as well as figuratively, and you think, you know, I probably can do
link |
00:51:49.260
something again and get away with it.
link |
00:51:52.420
And so the failure to respond at scale, in fact, the indulgences, the further dependencies
link |
00:52:00.140
that are introduced, the illusion that trade is the mechanism to manage authoritarian regimes.
link |
00:52:08.340
You know that great German cliché, a Wandel durch Handel, right, change through trade
link |
00:52:16.700
or transformation through trade, one of Angela Merkel's favorite expressions, right, you're
link |
00:52:22.620
going to get the other side to be better.
link |
00:52:27.420
Better than confront them in a Cold War fashion, where you stand up to their aggressions and
link |
00:52:33.740
you punish them severely in order to deter further behavior.
link |
00:52:37.780
So that's the first and most important part of the calculation, miscalculation.
link |
00:52:41.700
There are a lot of other dimensions.
link |
00:52:43.140
Can we pause on that really quick?
link |
00:52:46.020
So this is kind of idea of it's okay to crack a few eggs to make an omelet, which is a more
link |
00:52:52.500
generous description of what you're saying, that you don't incorporate into the calculation
link |
00:53:00.260
the amount of human suffering that the decisions cause, but instead you look at sort of the
link |
00:53:07.980
success based on some kind of measure for you personally and for the nation, not in terms
link |
00:53:16.100
of in the humanitarian sense, but in some kind of economic sense and a power, geopolitical
link |
00:53:21.460
power sense.
link |
00:53:22.460
Yeah.
link |
00:53:23.460
You're not sentimental, Lex.
link |
00:53:25.740
You say to yourself, the cause of Russian greatness is greater than any individual life.
link |
00:53:35.380
Russia being in the first rank of the great powers, Russia realizing its mission to be
link |
00:53:43.300
a special country with a special mission in the world, a civilization unto itself, the
link |
00:53:49.700
first rank of the great powers, maybe even the greatest power.
link |
00:53:54.180
That's worth the price that we have to pay, especially in other people's lives.
link |
00:54:01.100
We have a lot of literature on the Putin regime, which talks about the kleptocracy.
link |
00:54:06.780
The place is a kleptocracy and it is a kleptocracy.
link |
00:54:11.540
We all can see that and anybody in London live in the high life servicing this kleptocracy
link |
00:54:19.060
can testify that it's a kleptocracy and not only in London, of course, right here in the
link |
00:54:24.220
United States in New York, but it's not only a kleptocracy, Lex.
link |
00:54:30.980
That was the problem of the Russian studies literature.
link |
00:54:35.100
It wasn't just about stealing, looting the state.
link |
00:54:38.780
It was about Russian greatness.
link |
00:54:41.140
You see those rituals in the Kremlin, right in the Grand Kremlin Palace, in the St. George's
link |
00:54:47.820
Hall, some of the greatest interiors in the world.
link |
00:54:52.300
You see awards ceremonies and you see marking holidays and all of these looters of the state
link |
00:54:58.580
have their uniforms on with their medals and someone's given a speech or singing a ballad
link |
00:55:05.580
and their eyes are moist.
link |
00:55:08.580
Their eyes are moist because they're thieves and looters.
link |
00:55:12.500
No, Lex, because they believe in Russian greatness.
link |
00:55:16.980
They have a deep and fundamental, passionate commitment to the greatness of Russia, which
link |
00:55:24.540
in unsentimental fashion, they're all sentimental to the max.
link |
00:55:28.700
That's why their eyes are moistening, but they imagine unsentimentally that any sacrifice
link |
00:55:34.620
is okay, a sacrifice of other people's lives, a sacrifice of their conscripts in the military,
link |
00:55:41.540
a sacrifice of Ukrainian women and children and elderly.
link |
00:55:46.100
That's a small price to pay for those moist eyes about Russian greatness and Russia's
link |
00:55:52.140
position in the world.
link |
00:55:53.340
Well, that human thing, that sentimentality is the thing that can get us in trouble in
link |
00:55:57.340
the United States as well and lead us to wars, illegal wars and so on.
link |
00:56:02.660
But the United States, those are precautions for breaking the law.
link |
00:56:08.300
You're going to pay for illegal wars in the end.
link |
00:56:11.020
You're saying that in authoritarian regimes, the sentimentality can really get out of hand.
link |
00:56:17.780
By charismatic leaders, they can take that to manipulate the populace to make that in
link |
00:56:23.580
the span of history led to atrocities and in today's world lead to humanitarian crises.
link |
00:56:30.300
It's not just the kleptocracy, it's a belief system.
link |
00:56:33.460
It's passion, it's conviction.
link |
00:56:38.020
You can call them illusions, you can call them fantasies, whatever you want to call
link |
00:56:42.620
them, they're real.
link |
00:56:44.260
They're real for those people.
link |
00:56:46.020
And so, yes, they're looting that very state that they're trying to make one of the great
link |
00:56:50.740
powers in the world.
link |
00:56:52.500
And they resent the fact that the West doesn't acknowledge them as one of those great powers
link |
00:56:58.260
and they resent that the West is more powerful.
link |
00:57:01.460
People talk about how Putin doesn't understand the world and that he gets really bad information
link |
00:57:07.740
from them.
link |
00:57:08.740
Lex, if you're sitting there in that Kremlin and you're trying to conduct business in the
link |
00:57:13.780
world and you're getting reports from your finance minister or your central bank governor,
link |
00:57:19.780
your whole economy, everything that matters, somehow all your trade is denominated in dollars
link |
00:57:24.900
and euros, do you have any illusions about who controls the international financial system?
link |
00:57:32.740
I don't think so, Lex.
link |
00:57:35.100
You're looking over your industrial plan for the next year and you're looking over how
link |
00:57:40.580
many tanks you're going to get and how many cruise missiles you're going to get and how
link |
00:57:44.740
many submarines you're going to get and fill in the blank.
link |
00:57:49.180
And you know what?
link |
00:57:51.300
It says right there in the paperwork where the component parts come from, where the software
link |
00:57:55.780
comes from, comes from the West, Lex.
link |
00:57:59.180
Your whole military industrial complex is dependent on high end Western technology.
link |
00:58:06.140
And let's say you're in Beijing, not just in Moscow, and you go to a meeting in your
link |
00:58:09.820
own neighborhood, you're the leader of China, you go to a meeting with other Asian leaders.
link |
00:58:16.940
Do they all speak in Chinese with you?
link |
00:58:19.620
No, Lex.
link |
00:58:20.620
They don't speak Chinese.
link |
00:58:22.900
You go to an international meeting as the leader of China and guess what language is
link |
00:58:26.620
the main language of intercourse?
link |
00:58:29.340
Yes, the same one you and I are speaking right now.
link |
00:58:33.180
And so you live in that world.
link |
00:58:34.860
You live in the Western world and it's very hard to have illusions about what world you
link |
00:58:39.500
live in when you're under that pr...
link |
00:58:42.300
You need those Western banks.
link |
00:58:44.420
You need that foreign currency, right?
link |
00:58:46.900
You need that high end Western technology, that technology transfer.
link |
00:58:51.220
You're speaking or you're forced to speak or your minions are forced to speak at international
link |
00:58:55.540
gatherings in English.
link |
00:58:57.780
And I could go on all the indicators that you live in and so Putin lives in that world.
link |
00:59:03.100
He's no fool.
link |
00:59:04.100
Well, to push back, isn't it possible that, as you said, the minions operate in that
link |
00:59:09.860
world, but can't you, if you're the leader of Russia or the leader of China or the leader
link |
00:59:15.660
of these different nations, still put up walls where actually when you think in the privacy
link |
00:59:23.300
of your own mind, you exist not in the international world, but in a world where there's this great
link |
00:59:29.340
Russian empire or this great Chinese empire.
link |
00:59:32.620
And then you forget that there's English.
link |
00:59:34.420
You forget that there's technology and iPhones.
link |
00:59:37.020
You forget that there's all of this US keeps popping up on all different paperwork.
link |
00:59:43.660
That just becomes the blurry details that dissipate because what matters is the greatness
link |
00:59:48.940
of this dream empire that I have in my mind as a dictator.
link |
00:59:54.140
I would put it this way, Lex, after you absorb all of that from your minions and it impresses
link |
01:00:02.860
upon your consciousness where you live.
link |
01:00:06.740
You live in a Western dominated world that the multipolar world doesn't exist.
link |
01:00:12.860
Your goal is to make that multipolar world exist.
link |
01:00:16.420
Your goal is to bring down the West.
link |
01:00:19.300
Your goal is for the West to weaken.
link |
01:00:22.100
Your goal is a currency other than the dollar and the euro.
link |
01:00:26.140
Your goal is an international financial system that you dominate.
link |
01:00:30.380
Your goal is technological self sufficiency made in China 2035.
link |
01:00:36.980
Your goal is a world that you dominate, not that the West dominates.
link |
01:00:42.500
And you're going to do everything you can to try to attain that world, which is a Russian
link |
01:00:48.540
centric world or a Chinese centric world or what we could call a Eurasian centric world.
link |
01:00:56.260
And it's not going to be easy, Lex, just for the reasons that we enumerated before.
link |
01:01:02.460
But maybe you're going to get a helping hand.
link |
01:01:05.020
Maybe the West is going to transfer their best technology to you.
link |
01:01:08.020
They're going to sell you their best stuff.
link |
01:01:12.060
And then you're going to absorb it and maybe copy it and reverse engineer it.
link |
01:01:16.940
And if they won't sell it to you, maybe you'll just have to steal it.
link |
01:01:21.300
Maybe the West is going to allow you to bank even though you violate many laws that would
link |
01:01:28.060
prohibit the West from extending those banking services to you.
link |
01:01:32.820
Maybe the West is going to buy your energy and your palladium and your titanium and
link |
01:01:38.420
your rare metals like lithium because you're willing to have your poor people mine that
link |
01:01:45.140
stuff and die of disease at an early age.
link |
01:01:48.740
But Western governments, they don't want to do that.
link |
01:01:51.860
They don't want to do that dirty mining of those very important rare earths.
link |
01:01:56.540
But you're willing to do that because it's just people whose lives you don't care about
link |
01:02:00.020
as an autocratic regime.
link |
01:02:01.540
So that's the world you live in where you're trying to get to this other world.
link |
01:02:07.460
Or at the center of the other world, you dominate the other world.
link |
01:02:11.300
But the only way to get there, Lex, is the West has to weaken, divide itself, maybe
link |
01:02:18.740
even collapse.
link |
01:02:20.820
And so you're encouraging to the extent possible, Western divisions, Western disunity, a Western
link |
01:02:29.220
lack of resolve, Western mistakes and Western invasion of the wrong country and Western
link |
01:02:37.740
destruction of its credibility through international financial crises.
link |
01:02:43.220
One could go on.
link |
01:02:44.300
So if the West weakens itself through its mistakes and its own corruption, you're going
link |
01:02:50.300
to survive and maybe even come out into that world where you're the center.
link |
01:02:56.100
And so Russia's entire grand strategy, just like China's grand strategy, Iran, it's hard
link |
01:03:01.500
to say they have a grand strategy because they're so profoundly weak.
link |
01:03:08.140
But Russia's grand strategy is we're a mess.
link |
01:03:11.820
We don't invest in our human capital.
link |
01:03:14.220
Our human capital flees, or we actually drive it out.
link |
01:03:17.980
It goes to MIT like you did, or it goes to fill in the blank, right?
link |
01:03:23.780
We can't invest in our people.
link |
01:03:25.860
Our health care is terrible.
link |
01:03:27.540
Our education system is in decline.
link |
01:03:30.660
We don't build infrastructure lacks.
link |
01:03:33.500
We don't improve our governance.
link |
01:03:36.100
We don't invest in those attributes of modern power that make the West powerful.
link |
01:03:42.100
We can't because when we try, the money is stolen.
link |
01:03:46.260
We try these grandiose projects of national projects they're called.
link |
01:03:50.900
We're going to invest in higher ed.
link |
01:03:52.380
We're going to invest in high tech.
link |
01:03:54.620
We're going to build our own Silicon Valley known as Skolkovo.
link |
01:03:58.860
We're going to do all those things in what happens.
link |
01:04:01.540
They can't even build an airport without the money disappearing.
link |
01:04:04.780
The Sochi Olympic selects officially cost them $50 billion.
link |
01:04:11.180
You look around at the infrastructure that endured from that $50 billion expense.
link |
01:04:17.220
And you're thinking, you know, that's like the Second Avenue subway.
link |
01:04:21.020
You get almost nothing for your money.
link |
01:04:23.980
And so, yeah, it's corruption lacks, but it's also because they don't want to do that.
link |
01:04:28.700
They don't want to invest in their people.
link |
01:04:31.340
They couldn't do it if they wanted to.
link |
01:04:33.620
And when they try, it doesn't work.
link |
01:04:36.340
But why invest in your own people?
link |
01:04:39.580
Invest in your hardware, your military hardware, invest in your cyber capabilities.
link |
01:04:47.820
Invest in all your spoilation techniques and your hard power, and invest in further corrupting
link |
01:04:56.420
and further weakening and further dividing the West.
link |
01:05:00.460
Because as I said, if the West is weak, divided, lacking resolve, you don't invest in your
link |
01:05:06.180
people.
link |
01:05:07.180
You don't build infrastructure.
link |
01:05:08.380
You don't improve your governance, but you'll muddle through.
link |
01:05:11.780
That's Russian grand strategy.
link |
01:05:13.660
So invest in the hard power, weaken the West.
link |
01:05:18.300
Those combined together means you're going to be civilly incentivized to escalate any
link |
01:05:24.740
military aggressive conflicts that are around you or create new ones or just...
link |
01:05:30.380
If you can get away with murder.
link |
01:05:32.700
But what happens, Lex, if it's a Harry Truman like response?
link |
01:05:37.940
What happens if somebody says, you know, we're going to stand up to this?
link |
01:05:43.180
We're not going to allow this to happen.
link |
01:05:45.500
We're not going to launder your money anymore.
link |
01:05:49.180
We're not going to be dependent on you for energy in the long term.
link |
01:05:53.180
We're going to make a transition.
link |
01:05:56.180
We're going to punish you for that kind of behavior instead.
link |
01:05:59.980
And the West is now switched to that only because of the courage and ingenuity of the
link |
01:06:09.180
Ukrainian people.
link |
01:06:10.860
The Ukrainian resistance to Russian aggression was one of the greatest gifts the West has
link |
01:06:18.340
ever received.
link |
01:06:20.060
The sacrifices that the Ukrainians are making right now as we speak, meaning they're fighting
link |
01:06:28.460
a war by themselves against a major military power, their neighbor Russia.
link |
01:06:36.380
Nobody's fighting it with them.
link |
01:06:38.060
Yes, we are giving them weapons so they can conduct self defense, which, by the way, is
link |
01:06:43.900
legal under international law.
link |
01:06:46.940
Unlike the Russian invasion, which is illegal under international law, Western supply of
link |
01:06:52.260
weapons, including heavy weapons, including offensive weapons to Ukraine for its self defense
link |
01:06:57.940
in the invasion by Russia is actually legal under...
link |
01:07:01.420
And so, thank God, the Ukrainians surprised everybody.
link |
01:07:08.300
They surprised me.
link |
01:07:09.500
They surprised Putin and the Kremlin.
link |
01:07:11.140
They surprised the Biden administration.
link |
01:07:13.140
They surprised the European Union, not with the fact that they would resist.
link |
01:07:18.920
We knew that.
link |
01:07:20.500
We had the Orange Revolution in 2004.
link |
01:07:23.460
We had Maidan in 2013, 14, where they rose up against a domestic tyrant, and they were
link |
01:07:32.060
willing to die on behalf of their country then, let alone against a foreign tyrant invading
link |
01:07:38.020
their country, right?
link |
01:07:39.660
So we knew they would resist.
link |
01:07:40.860
We didn't know just how successful, certainly I didn't know, they would be on the battlefield.
link |
01:07:46.140
It's been breathtaking to watch.
link |
01:07:48.460
That sacrifice, that gift enabled the West to rediscover itself, to rediscover its power,
link |
01:07:55.860
to revive itself, to say, to hell with this energy dependence in the long term, to hell
link |
01:08:00.940
with this money laundering and reputation laundering, to hell with this running back
link |
01:08:05.300
and forth to Moscow to try to see what Putin needs in order for him to feel respected, what
link |
01:08:11.780
appeasement he needs, right?
link |
01:08:13.820
So we'll see if it endures, but this shift comes from the Ukrainians.
link |
01:08:21.060
And so it's no longer getting away with murder, Lex, and we thank the Ukrainians for that.
link |
01:08:25.660
The people and the leadership and the separate factions that make up Ukraine uniting, it's
link |
01:08:33.940
the unification, the uniting against the common enemy is standing up before anyone knew that
link |
01:08:40.820
they would be backed by all of these other nations, by this money and all this kind of
link |
01:08:44.860
stuff, standing there, especially with the president Zelensky, where it makes total
link |
01:08:50.780
sense to flee, he stood his ground.
link |
01:08:54.620
Let's take that point that you just raised, which is a deep and fundamental point, and
link |
01:08:58.740
I thank you for that.
link |
01:09:00.900
Do you guys hear that?
link |
01:09:01.900
I think that was a compliment.
link |
01:09:03.140
There we go.
link |
01:09:04.140
Let's go.
link |
01:09:05.140
Lex.
link |
01:09:06.140
Zelensky unification.
link |
01:09:07.140
I'm sitting here in front of you.
link |
01:09:08.700
Thank you.
link |
01:09:09.700
It's an honor.
link |
01:09:10.700
It's a mutual honor.
link |
01:09:13.460
So Ukraine before the war is run by a TV production company, right?
link |
01:09:20.740
You're one guy running this fantastic, incredible podcast.
link |
01:09:24.660
There's 20 guys or so running a country the size of Ukraine, and one's a producer and one's
link |
01:09:30.700
like a makeup person and one's a video editor and they're fantastically talented people.
link |
01:09:38.820
If your country is a TV production.
link |
01:09:42.220
So before the war, Zelensky had what, 25% approval rating, and he couldn't get much
link |
01:09:48.020
done and it wasn't working.
link |
01:09:50.380
He got elected with 73%, as you know, and then he was down to 20.
link |
01:09:54.660
That's a pretty big drop.
link |
01:09:56.860
And so you're thinking maybe having a major, large size, 40 million plus population European
link |
01:10:04.460
country run by a TV production company is not the best choice.
link |
01:10:09.960
And then what do we see?
link |
01:10:11.660
We see President Zelensky decides to risk his life on behalf of his country, Ukraine.
link |
01:10:18.980
He decides to stay in the capital.
link |
01:10:21.940
He's not going to flee.
link |
01:10:23.980
They're going to stay and fight.
link |
01:10:25.780
And he could be killed.
link |
01:10:26.980
He can die.
link |
01:10:27.980
It's a decision where he put his life on the line.
link |
01:10:31.460
Obviously, he's Jewish descent, Russian speaking childhood and upbringing, Russian speaking Jewish
link |
01:10:42.460
descent puts his life on the line for the country of Ukraine.
link |
01:10:45.980
It's a pretty big message, don't you think?
link |
01:10:49.780
And it's crucial.
link |
01:10:51.500
And it turns out not only that Lex, but they're good at TV.
link |
01:10:56.820
They're good at information war.
link |
01:10:59.100
And in a war, it's a TV production company and a TV personality.
link |
01:11:04.780
That's exactly what you want running a country because they're crushing in the information
link |
01:11:10.500
war.
link |
01:11:11.500
And he's spectacular, European parliament, US Congress, Israeli parliament.
link |
01:11:19.060
There's no room on Zoom, let alone in person, that he can't win over.
link |
01:11:24.740
He's just so effective.
link |
01:11:26.660
This is the first time reality TV has been about reality instead of fake.
link |
01:11:33.820
Reality TV is just this completely fake nonsense.
link |
01:11:37.140
But Zelensky, this is real reality TV.
link |
01:11:41.700
And he means it.
link |
01:11:43.580
And the nation is behind him.
link |
01:11:46.100
And they're just as courageous and just as ingenious in many ways.
link |
01:11:50.420
And it's spectacular.
link |
01:11:52.580
And so, yeah, who saw that coming?
link |
01:11:55.500
I didn't see that coming, Lex.
link |
01:11:57.820
In fact, the Biden, we talk about Putin's miscalculation.
link |
01:12:01.340
The Biden administration, as you alluded to, offered him an exit from the country.
link |
01:12:06.780
They didn't say, you know, you want to stand and fight, we'll back you.
link |
01:12:10.660
They said, we'll get you out.
link |
01:12:12.620
You want to come now?
link |
01:12:14.180
And famously, you know that quote, right?
link |
01:12:16.980
What he said about how he doesn't need a ride.
link |
01:12:21.020
Remember that moment?
link |
01:12:22.780
The Biden administration was poised to do another Afghanistan moment.
link |
01:12:29.060
That ignominious exit from Afghanistan was almost what happened in Ukraine when Biden
link |
01:12:36.020
administration offered him that ride out of there.
link |
01:12:39.940
And fortunately, he declined and helped rally in the people from below also rallied to stop
link |
01:12:46.020
the invader without the presidency and without the government in Ukraine.
link |
01:12:51.340
Including the Biden administration and the European leaders who latched on.
link |
01:12:56.540
Fortunately, they had the presence of mind to latch on to this gift, this bravery and
link |
01:13:02.460
ingeniousness of Zelensky and the rest of the Ukrainians, and flipped and decided to
link |
01:13:08.140
support Ukraine's resistance, you know, first with 5,000 helmets only, as the Germans initially
link |
01:13:15.980
promised.
link |
01:13:16.980
Now with really heavy weapons, and so that's something that wasn't foreseen.
link |
01:13:22.780
I certainly didn't foresee that.
link |
01:13:24.620
I foresaw the Ukrainian society being courageous and resisting.
link |
01:13:30.340
But I didn't foresee a television production company being exactly what you want to run
link |
01:13:36.740
a country in a war, a president Zelensky willing to sacrifice, lay down his life and rallying
link |
01:13:44.820
others in the country to do that.
link |
01:13:47.380
And then the country being so effective, not just at courage, but at battlefield resistance
link |
01:13:55.340
to the Russian invasion.
link |
01:13:57.060
So I stand corrected by the Ukrainians, and I'm ecstatic that I was wrong, that I was
link |
01:14:03.620
proven wrong.
link |
01:14:04.620
And like I said, there's clear factions of the West and the East of Ukraine, and here's
link |
01:14:09.580
a person that, like you said, was in the high 20s, low 30s percentage approval in the country
link |
01:14:16.820
before the war, and now was able to use in the 90s.
link |
01:14:22.220
He's in the 90% approval rating.
link |
01:14:24.780
I mean, I think they stopped doing the polling.
link |
01:14:30.380
Once he hit 91% or whatever it was in the previous poll, I think they all understood
link |
01:14:34.740
that for now they didn't need any more polling, that it's pretty clear the nation.
link |
01:14:39.780
So 25% to 90 something percent.
link |
01:14:44.060
And just like the 25% was deserved, the 90 something percent is also deserved, fully
link |
01:14:49.900
deserved.
link |
01:14:50.900
And the question is how that all stabilizes.
link |
01:14:53.420
It feels like this set of events, I may be paying attention to Twitter too much, which
link |
01:15:02.540
is a concern of mine, whether the change I see is just surface level or deep level.
link |
01:15:11.580
But it seems like we're in a new world, that something dramatic has shifted.
link |
01:15:17.020
That this power that's rooted, I mean, in your study of the 20th century is so deeply
link |
01:15:26.100
rooted in history, there's this power center of the world is now going to, has been shaken
link |
01:15:32.380
by this event.
link |
01:15:33.820
And how that changes the world is unclear.
link |
01:15:38.020
It's unclear what lesson China learns from watching this, what lesson India learns from
link |
01:15:42.060
watching this.
link |
01:15:43.340
Both nations, as far as you can get polls about Chinese population, but both nations
link |
01:15:49.200
are largely in support of Putin.
link |
01:15:51.920
So Russia, India and China are still supporting of Putin quietly.
link |
01:15:57.380
I would maybe elaborate a little bit on that point, Lex.
link |
01:16:03.340
I think you're right, the feeling that we're in an inflection moment, an inflection point,
link |
01:16:10.460
I think that's widespread.
link |
01:16:12.580
And I think it's widespread for good reason, we might be.
link |
01:16:16.540
But I also share your, let's say, modesty about where it's going and how hard it is to predict
link |
01:16:27.860
where this might go.
link |
01:16:29.700
It's only an inflection point if the trends continue, right, if the trends endure.
link |
01:16:36.180
There are plenty of non inflection points.
link |
01:16:39.260
After 9 11, the whole world rallied around the United States after it was attacked, after
link |
01:16:45.140
the bombing of the towers here in New York City and the hitting of the Pentagon.
link |
01:16:51.340
And that didn't last.
link |
01:16:53.300
It was not really an inflection point, was it?
link |
01:16:56.660
It felt like it might be, but it wasn't.
link |
01:16:59.740
And so this is not a comparable moment in terms of what happened, but it has the feeling
link |
01:17:06.500
that it might be a watershed.
link |
01:17:09.620
And maybe we'll squander it the way we squandered the post 9 11 rallying around the United States.
link |
01:17:18.260
Maybe we'll actually consolidate it and it'll endure or maybe it'll endure despite ourselves.
link |
01:17:24.300
And we can't tell and we can't know yet.
link |
01:17:26.900
And it depends in part on what we do and what we don't do.
link |
01:17:30.660
But here's a few things that we understand already.
link |
01:17:35.940
The idea that the West was in decline and that the rest of the world had risen and was
link |
01:17:43.340
more powerful and that we lived in a multipolar world, that turns out to be empirically false.
link |
01:17:51.140
It's not true.
link |
01:17:52.140
I mean, it's just factually not true.
link |
01:17:55.420
There are no major important multinational institutions, organizations that are run on
link |
01:18:03.220
behalf of or led by a South African, a Nigerian person from India.
link |
01:18:11.700
Even the Chinese don't run these institutions.
link |
01:18:14.900
They would like to and they're trying, but they don't.
link |
01:18:19.380
And so whatever you pick, the IMF, the World Bank, the Federal Reserve, which is the most
link |
01:18:26.780
powerful multinational institution, which is actually only a domestic institution and
link |
01:18:31.700
doesn't have a legal mandate to act multilaterally, but does, it's got the most power of any institution
link |
01:18:39.620
in the world, NATO, the bilateral alliances that the U.S. has up and down Asia, what organizations
link |
01:18:51.140
that have tremendous leverage on the international system, on the international order are nonwestern.
link |
01:19:00.260
The U.N. is the most encompassing and of course we know that the five, it has five members
link |
01:19:07.320
of the Security Council with a veto, one of which is Russia, one of which is China and
link |
01:19:12.500
the others are the U.S., Britain and France, not India, not South Africa, not Indonesia,
link |
01:19:22.500
not all of these other countries where the people live, right, the bulk of the population
link |
01:19:27.100
of the world and where the population is growing like on the African continent.
link |
01:19:32.300
So it's not a multipolar world.
link |
01:19:34.580
We talked already about the international financial system.
link |
01:19:38.140
That's the Western, not multipolar.
link |
01:19:40.340
We talked about the U.S. military and NATO, or we could talk about the Japanese military,
link |
01:19:45.100
which is just very formidable, enormous number of platforms.
link |
01:19:50.220
Even the Australian military, we could talk about that, right?
link |
01:19:54.300
And so it's a Western dominated world.
link |
01:19:57.820
And the West, remember, is not a geographic concept, it is an institutional and values
link |
01:20:03.860
club.
link |
01:20:06.620
The Japanese are not European, but they're Western.
link |
01:20:10.180
Just like Russia is European, but not Western, because European is a cultural category and
link |
01:20:16.900
Western is an institutional category where you have rule of law and separation of powers
link |
01:20:22.500
and free and open public sphere and dynamic open market economy and, okay.
link |
01:20:28.340
And then we have another thing, which is pretty clear.
link |
01:20:31.380
The West is powerfully resented, powerfully envied and admired simultaneously.
link |
01:20:38.900
PJ O. Rourke, the comedian who died this year, fantastic, it was a big loss for the culture.
link |
01:20:48.460
He said there are two things that are always characteristic of any American embassy abroad.
link |
01:20:55.060
One is a political protest outside, and the other is the longest line you've ever seen
link |
01:21:02.500
for visas.
link |
01:21:05.500
And those things are true simultaneously, and that's the world we live in, meaning that
link |
01:21:11.100
non Western countries envy and admire the West, but they also resent the power of the
link |
01:21:19.460
West, Western hypocrisy, right?
link |
01:21:22.980
The West invades countries when it wants, but when others do that, it's illegal, right?
link |
01:21:30.420
The West arrests you for money laundering, but it's Western money laundering that is
link |
01:21:39.500
where you go when you need to launder money, right?
link |
01:21:41.820
So they see the hypocrisy, they see the excessive power that the West has, and they resent it,
link |
01:21:50.740
and they say, who elected you to run the world?
link |
01:21:56.300
We have a billion plus people, or we have a 200 plus million people, and we don't have
link |
01:22:03.460
a say, you're the self appointed guardians of our world, who did that?
link |
01:22:09.780
And so it's incumbent on the West not only to remember the power that it has, but also
link |
01:22:17.220
to exercise that power legally and with restraint, and also to think about how we can expand
link |
01:22:25.220
institutions to be more encompassing so that other parts of the world are not on the outside
link |
01:22:32.700
being dictated to, but instead are on the inside.
link |
01:22:39.580
Too often, Western power is not consultative in a decision making fashion.
link |
01:22:49.940
It's consultative after the fact.
link |
01:22:52.260
Okay, we got together in the EU, or we got together in NATO, or we got together at the
link |
01:22:58.620
Federal Reserve, and here's our decision, and we're announcing it today.
link |
01:23:03.940
And so your economy gets destroyed because the Federal Reserve decides it has to raise
link |
01:23:08.580
interest rates, or you now go into default, you can't pay your debt because Western banks
link |
01:23:16.580
lent you money, and now the West has changed interest rates or other considerations, and
link |
01:23:26.060
you're in big trouble now.
link |
01:23:27.820
And so this is something which we fail to address.
link |
01:23:32.260
It's very hard to address.
link |
01:23:33.500
It's very hard to reform international institutions.
link |
01:23:37.060
It's very hard to share power.
link |
01:23:39.940
It's very hard to acknowledge that you have too much power, and that maybe having too
link |
01:23:45.500
much power is not good, not only for the rest of the world, but for yourself.
link |
01:23:51.340
And so it's great to rediscover the West and rediscover its values and rediscover it's
link |
01:23:57.420
authority and credibility and power, but that's not sufficient.
link |
01:24:03.060
So we know this now.
link |
01:24:04.740
We know that the rest of the world is not necessarily jumping on the Western bandwagon
link |
01:24:12.260
to condemn Russia for its actions, because the West can do things like sanction your
link |
01:24:18.780
central bank, take away your reserves, deny you technology.
link |
01:24:24.700
It pretty much can do whatever it wants, and it can say that it's legal, and it can
link |
01:24:29.020
go through various mechanisms, and it can freeze your property, and you say to yourself,
link |
01:24:35.020
should anybody have that much power, and when do they come after me?
link |
01:24:40.460
Now there's a caveat here, and the caveat, Lex, is they don't like the West having all
link |
01:24:47.660
of that power, and they didn't join in the condemnation of Russia.
link |
01:24:54.060
But they also didn't join in Russia's aggression.
link |
01:24:59.020
So Russia's domestic civilian airspace, aircraft industry, civilian aircraft industry is in
link |
01:25:09.300
big trouble now because of the export controls on spare parts and software.
link |
01:25:17.420
Brazil is a major power in aircraft manufacturing.
link |
01:25:22.740
So they rush in and say, you know, Vladimir Putin, we didn't condemn necessarily your actions
link |
01:25:30.780
in Ukraine.
link |
01:25:31.780
Okay, that's one thing.
link |
01:25:33.340
And how about we give you all of our aircraft technology, and we help you rebuild your domestic
link |
01:25:40.340
aircraft industry, and you can have the aviation that the West is, did that happen, Lex?
link |
01:25:45.860
Didn't happen.
link |
01:25:47.500
And you can look at India, and you can look at China, and you can look at South Africa,
link |
01:25:51.540
and you can look at what they've done in practical terms.
link |
01:25:55.060
Yes, they haven't always joined in a full throated condemnation.
link |
01:26:00.180
Maybe they've been neutral, or maybe they've been playing both sides of the fence, like
link |
01:26:04.700
Turkey, for example.
link |
01:26:07.380
But are they rushing in to join Russia, to join Russia's aggression, to supply, and
link |
01:26:14.620
the answer is no.
link |
01:26:16.740
And the answer is no for two reasons.
link |
01:26:18.980
One, they actually don't want to be party to that.
link |
01:26:22.900
And two, they understand that Western power, and they don't want to be on the receiving
link |
01:26:28.140
end by crossing the West and then getting caught up in a sanctions regime or worse.
link |
01:26:35.740
Can we go to the mind of Vladimir Putin?
link |
01:26:38.020
Because what you just said, China, India, they seem to sit back and say, we're not going
link |
01:26:46.180
to condemn the actions of Vladimir Putin or Russia, but we would really like for this
link |
01:26:51.340
war to be over.
link |
01:26:53.540
So there's that kind of energy of, we don't just stop this because you're putting us in
link |
01:26:59.060
a very, very bad position.
link |
01:27:00.740
And yet, Vladimir Putin is continuing the aggression.
link |
01:27:05.340
What is he thinking?
link |
01:27:06.620
What information is he getting?
link |
01:27:08.660
Is it the system that you've described of authoritarian regimes that corrupts your flow
link |
01:27:13.420
of information, your ability to make clearheaded decisions, just as a human being when you
link |
01:27:19.540
go to sleep at night?
link |
01:27:21.700
Is he not able to see the world clearly, or is this all deliberate systematic action
link |
01:27:27.380
that does have some reason behind it?
link |
01:27:31.300
We got to talk a little bit about China too, but let's answer your Putin question directly.
link |
01:27:37.700
So on Twitter, you've lost the war, or as they say, there are these two Russian soldiers
link |
01:27:44.980
having a smoke in Warsaw, and they're taking a break, having a smoke, and they're sitting
link |
01:27:51.420
there in Warsaw on top of their tank, and one says to the other, yeah, we lost the information
link |
01:27:56.900
war, and there they are sitting in Warsaw having that smoke, right?
link |
01:28:03.460
So yeah, on Twitter, Russia has completely lost the war.
link |
01:28:07.180
In reality, they failed to take Kiev, they failed to capture Kiev, and they failed in
link |
01:28:12.900
phase two, as they called it, or plan B, which is to capture the entirety of the Donbass.
link |
01:28:21.500
We're three months into the war.
link |
01:28:23.580
If you had made a judgment about, let's say, the Nazi invasion of the Soviet Union, a definitive
link |
01:28:28.420
judgment after three months, you might have got the outcome wrong there.
link |
01:28:32.980
If you had judged the Winter War, the 1939-'40 Soviet invasion of Finland after three months,
link |
01:28:40.140
you would have got that wrong too of what the outcome was going to be.
link |
01:28:43.220
So we're early in the game here, and we have to be careful about any definitive judgments.
link |
01:28:49.980
But it is the case that so far, they failed to take Kiev, and they failed to capture the
link |
01:28:55.340
entirety of the Donbass.
link |
01:28:57.660
Luhansk and Donetsk provinces, eastern Ukraine, a part of eastern Ukraine.
link |
01:29:05.660
And they've been driven out of Kharkiv and the area immediately surrounding Kharkiv.
link |
01:29:13.500
They never captured Kharkiv, but they came close, but now the Ukrainians drove them back
link |
01:29:18.380
to the Russian border in that very large and important region.
link |
01:29:22.140
So those look like battlefield losses that are impossible to explain away if you're the
link |
01:29:29.340
regime in Russia, except by suppression of information.
link |
01:29:33.820
And as you know from Russian history, like leaders in Russia have an easier time with
link |
01:29:40.860
a state of siege and deprivation than they do with explaining a lost war.
link |
01:29:49.460
But let's look at some other facts that are important to take into account.
link |
01:29:56.340
One, the Russian army has penetrated further into Ukrainian territory since February 2022,
link |
01:30:05.900
including in Herson region, the famous Mariupol siege that just ended.
link |
01:30:14.020
They have built a large presence in areas north of Crimea on the Sea of Azov, the Black
link |
01:30:26.380
Sea latoral ultimately, that they didn't previously hold.
link |
01:30:31.100
They're still fighting in Luhansk for full control over at least half of the Donbass,
link |
01:30:38.660
and Ukrainians are resisting fiercely.
link |
01:30:41.500
But nonetheless, you can say that they've been driven out on the contrary, farther penetration
link |
01:30:49.460
than the beginning.
link |
01:30:51.900
Ukraine doesn't have any economy anymore.
link |
01:30:54.740
They have somewhere between 33 and 50% unemployment.
link |
01:30:58.420
It's hard to measure unemployment in a war economy, but they're a metallurgical industry
link |
01:31:04.060
that Azov style steel plant in Mariupol is a ruin now.
link |
01:31:11.340
And a lot of farmers are not planting the fields because the harvest from the previous
link |
01:31:15.740
year still hasn't been sent, sold abroad because the ports are blockaded or destroyed.
link |
01:31:24.460
And so you don't have any economy, and you need $5 billion or $7 billion or $8 billion
link |
01:31:29.820
a month to meet your payroll, to feed your people, to keep your army in the field, that's
link |
01:31:39.060
a lot of money per month.
link |
01:31:41.580
And that's indefinite.
link |
01:31:43.180
That's as long as this blockade lasts.
link |
01:31:46.080
And so you don't have any economy anymore, you're indigent.
link |
01:31:49.420
And even if you take the lower number, $5 billion as opposed to Zelensky's ask for $7
link |
01:31:54.620
billion, $5 billion is $60 billion a year.
link |
01:31:58.060
That's $60 billion this year, that's $60 billion next year.
link |
01:32:01.820
And so who's got that kind of money?
link |
01:32:03.700
Which Western taxpayers are ready?
link |
01:32:06.460
If you use the $7 billion or $8 billion, you get up to $100 billion a year.
link |
01:32:14.380
President Joe Biden just signed the bill making it law, $40 billion in aid to Ukraine.
link |
01:32:22.820
It's just an enormous sum.
link |
01:32:25.660
The economic piece of that is a month and a half, two months of Ukrainians covering
link |
01:32:33.500
Ukrainian expenditures.
link |
01:32:35.620
That's it.
link |
01:32:36.700
And they're asking the G7, they're asking everybody for this.
link |
01:32:40.140
So you have no economy and no prospect of an economy until you evict the Russians from
link |
01:32:45.740
your territory.
link |
01:32:47.980
And then you have a Western unity, Western resolve, it lasts or it doesn't last, Lex.
link |
01:32:56.180
So you're President Putin, and you've got more territory than before, and you've got
link |
01:33:02.860
a stranglehold over the Ukrainian economy, and you've got a lot of the world neutral,
link |
01:33:10.140
and you've got the Chinese propaganda supporting you to the hilt with those Oliver Stone and
link |
01:33:17.380
Mir Sharma lines about how this is really NATO's fault.
link |
01:33:23.540
And you've got Hungary dragging its feet on the oil embargo against Russia, and you've
link |
01:33:30.180
got Turkey dragging its feet on the recent applications of Sweden and Finland for NATO
link |
01:33:36.340
expand.
link |
01:33:37.340
And you're saying to yourself, Lex, maybe I can ride this out.
link |
01:33:41.180
I got a lot of problems of my own, and we can go into the details on the Russian side's
link |
01:33:45.660
challenges, but he's on Ukrainian territory unless he's evicted, and he's got a stranglehold
link |
01:33:54.460
on their economy, and he's got the possibility that the West doesn't stay resolved and doesn't
link |
01:34:02.340
continue to pay for Ukraine's economy or supply those heavy weapons.
link |
01:34:08.220
And so you could argue that maybe he's deluded about all of this, and maybe he should go
link |
01:34:13.660
on Twitter.
link |
01:34:14.660
You know, I'm not on Twitter, but maybe Putin, who famously doesn't use the internet, should
link |
01:34:18.300
go on Twitter and see he's losing the war.
link |
01:34:21.180
Or you can argue that maybe he's calculating here that he's got a chance to still prevail.
link |
01:34:28.060
Wow, that is darkly insightful.
link |
01:34:33.500
If I could go to Henry Kissinger for a brief moment, and people should read this op ed
link |
01:34:40.820
he wrote in the Washington Post in March 5th, 2014, after the start of the war between Russia
link |
01:34:48.380
and Ukraine, but before Crimea was annexed, there's a lot of interesting historical description
link |
01:34:55.300
about the division within Ukraine, the corruption within Ukraine, that will, if people read
link |
01:35:01.580
this article, will give context to how incredible it is, what Zelensky was able to accomplish
link |
01:35:07.340
in uniting the country.
link |
01:35:08.620
But I just want to comment, because Henry Kissinger is an interesting figure in American
link |
01:35:13.900
history, he opens the article with, in my life, I have seen four wars begun with great
link |
01:35:20.340
enthusiasm and public support, all of which we did not know how to end, and from three
link |
01:35:26.100
of which we withdrew unilaterally.
link |
01:35:29.860
The test of policy is how it ends, not how it begins.
link |
01:35:35.540
So he's giving this cold hard truth that we get, we go into wars excited, are able to
link |
01:35:42.780
send $40 billion financial aid, military aid, our own men and women, but the excitement fades,
link |
01:35:53.620
Twitter outrage fades, and then a country that's willing to wait patiently is willing to pay
link |
01:36:03.060
the cost of siege versus the cost of explaining to its own people that the war is lost, that
link |
01:36:09.020
country just might win, outlast.
link |
01:36:12.660
Let's hope not, because the Ukrainians resistance deserves to prevail here.
link |
01:36:21.420
Russia deserves to lose.
link |
01:36:23.580
No war of aggression, like they've committed here against Ukraine, should prevail if we
link |
01:36:28.900
can do anything about it.
link |
01:36:30.660
I support a thousand percent the continued supply of heavy weapons, including offensive
link |
01:36:38.100
weapons to the Ukrainians, as long as they're willing to resist, and it's their choice,
link |
01:36:44.620
it's their choice when to negotiate, it's their choice how much to resist, it's their
link |
01:36:48.940
choice what kind of sacrifices to make, and it's our responsibility to meet their requests
link |
01:36:56.740
more quickly than we have so far and at greater scale.
link |
01:37:01.820
But ultimately wars only have political ends, they never have military ends.
link |
01:37:07.700
You need a political solution here.
link |
01:37:10.420
So if the Ukrainians are able to conduct a successful counter offensive at scale in
link |
01:37:20.500
July or August whenever they launch, right now the heavy weapons are coming in and they're
link |
01:37:26.740
being moved to the battlefield and more are coming, you know the dynamic, Russia bombs
link |
01:37:32.260
a school, Russia bombs a hospital, Americans and Europeans decide to send even more heavy
link |
01:37:38.900
weapons to Ukraine, right, that's the self defeating dynamic from the Russian side.
link |
01:37:43.900
They commit the atrocities, we send more heavy weapons.
link |
01:37:48.580
Once those heavy weapons are on the battle lines, we'll see if Ukrainians cannot just
link |
01:37:53.860
defend, which they've proven they're able to do in breathtaking fashion, not just conduct
link |
01:38:00.380
counter attacks, where the enemy moves forward and you cut behind the enemy's lines, and
link |
01:38:08.020
you counter attack and push the enemy back a little bit.
link |
01:38:12.660
But whether you can evict the Russians from your territory with a combined arms operation,
link |
01:38:20.580
where you have a massive superiority in infantry and heavy weapons, but more importantly, you
link |
01:38:26.980
coordinate your air power, your tanks, your drones, your infantry at scale, which is something
link |
01:38:34.580
the Ukrainians have not done yet.
link |
01:38:36.580
It's something the Russians failed at in Ukraine, and they come from the same place,
link |
01:38:41.020
the Soviet military.
link |
01:38:43.020
We hope this Ukrainian counter offensive at scale, this combined arms operation, succeeds.
link |
01:38:50.460
And if it does succeed, there's the possibility of a battlefield victory.
link |
01:38:55.380
Whether that also includes Crimea, which as you know is not hostile on the contrary to
link |
01:39:03.180
the Russian military, remains to be seen.
link |
01:39:07.500
But however much they regain, territorially, back towards the 1991 borders, which is their
link |
01:39:16.100
goal, their stated goal, and which we support them properly in trying to achieve, however
link |
01:39:22.740
much they achieve of that in this counter offensive that we're anticipating, that will
link |
01:39:28.540
set the stage for the next phase.
link |
01:39:31.180
And either Russia, which is to say, one person, Vladimir Putin, will acknowledge that he's
link |
01:39:40.060
lost the war because the Ukrainians won it on the battlefield, or he'll try to announce
link |
01:39:47.980
a full scale mobilization, conscript the whole country, go back, and instead of acknowledging
link |
01:39:54.780
defeat, try to win with a different plan, recalibrate, remains to be seen.
link |
01:40:00.580
Will the Ukrainians negotiate any territory away, or must they capture also Crimea, which
link |
01:40:07.660
puts a very high bar on the summer counter offensive that we're going to see, which could
link |
01:40:14.380
last through the fall and into the winter as a result?
link |
01:40:17.700
We don't know the answers to that.
link |
01:40:19.300
Nobody knows the answers to that.
link |
01:40:21.340
People are guessing.
link |
01:40:22.340
Some people are better informed because they have inside intelligence.
link |
01:40:28.940
People are also worried about Russian escalation to nuclear weapons or chemical weapons if
link |
01:40:34.980
they begin to lose on the battlefield to Ukraine.
link |
01:40:38.380
Are you worried about nuclear war, the possibility of nuclear war?
link |
01:40:44.660
I think it's necessary to pay attention to that possibility.
link |
01:40:49.180
That possibility existed before the February 2022 full blown invasion of Ukraine.
link |
01:40:57.340
The doomsday arsenal that Russia possesses is enough to destroy the world many times
link |
01:41:02.500
over, and that's been the case every year since the collapse of the Soviet Union in
link |
01:41:08.620
1991.
link |
01:41:10.420
And so, of course, we're concerned about that.
link |
01:41:14.060
We do know, however, Alex, that they have a system known as dual key.
link |
01:41:19.780
Dual key for the strategic nuclear weapons.
link |
01:41:24.420
Strategic nuclear weapons means the ones fired from silos, the missiles, the ones delivered
link |
01:41:31.140
from bombers, or the ones fired from submarines, right?
link |
01:41:34.500
And they're ready to go.
link |
01:41:35.980
They're intercontinental.
link |
01:41:37.820
We watch that very, very closely.
link |
01:41:40.580
We watch all the movement of that and the alerts, et cetera.
link |
01:41:44.500
We have tremendously, let's say, tremendous inside intelligence on that.
link |
01:41:51.220
But dual key means that President Putin alone cannot fire them.
link |
01:41:55.640
He has one key which he must insert.
link |
01:41:57.860
He must then insert the codes for a command to launch.
link |
01:42:04.420
That then goes to the head of the general staff who has his own key and separate codes
link |
01:42:11.500
and must do the same, insert that key and codes for them to launch.
link |
01:42:16.340
And so, will the general staff chief go along with the destruction of the world over a battlefield
link |
01:42:23.940
loss in Ukraine?
link |
01:42:26.540
I don't know the answer to that, and I don't know if anybody knows the answer to that.
link |
01:42:30.420
Will those people flying those bombers?
link |
01:42:33.500
If they get the order from, if the dual key system goes into action and both keys are
link |
01:42:38.820
used and all the codes are implemented, will those young guys flying those bombers let
link |
01:42:46.820
those bombs go?
link |
01:42:48.540
Will those at the missile silos decide to engage and fire?
link |
01:42:54.540
We don't know, but you can see that it's more than one man making the decision here in a
link |
01:42:59.420
system of strategic nuclear weapons.
link |
01:43:02.440
As far as the tactical, the so called low yield or battlefield nuclear weapons, we're
link |
01:43:08.780
not sure the system that they have in Russia these days for their use of such tactical
link |
01:43:15.620
nuclear weapons.
link |
01:43:17.740
It could well be that Putin and just himself, he alone can fire them or order them to be
link |
01:43:27.020
fired.
link |
01:43:28.020
You know, there's no tactical nuclear weapon fired at Ukraine that's not also fired simultaneously
link |
01:43:35.260
at Russia.
link |
01:43:38.300
If the Kremlin is 600 miles from Ukraine and if the wind changes direction or the wind
link |
01:43:46.660
happens to be blowing northeast, the fallout hits your Kremlin, not just Ukraine.
link |
01:43:54.860
Moreover, you have all those border regions, which are staging regions for the Russian
link |
01:44:00.020
offensive, and they're a lot closer than 600 miles.
link |
01:44:04.260
They're actually right there.
link |
01:44:06.420
And so you fire that weapon on Ukrainian territory and you can get the fallout, just like the
link |
01:44:12.380
Chernobyl fallout, spread to Sweden, which is how we got the Kremlin to finally, first
link |
01:44:20.740
they denied, they said, oh, we don't know why there's a big nuclear cloud over Sweden.
link |
01:44:25.340
We don't know where that came from, but eventually they admitted it.
link |
01:44:29.700
So Russia can't actually use a nuclear weapon tactical battlefield, one in Ukraine, without
link |
01:44:36.100
also firing it at itself.
link |
01:44:39.140
And in addition, it's that same dynamic I alluded to earlier, which is to say, you bomb
link |
01:44:45.340
a hospital, you bomb a school, there's more heavy weapons going to Ukraine from the west.
link |
01:44:52.660
You can't get away with any of the, there's always going to be a response that's either
link |
01:44:56.780
proportional or greater than proportional.
link |
01:44:59.300
You could well have Europe signing on to NATO direct engagement, both Washington and
link |
01:45:06.900
Brussels direct engagement of the Russian army on the territory of Ukraine.
link |
01:45:13.420
Do you think that's possible to do that without dramatic escalation from the Russian side?
link |
01:45:18.980
Yes, I do think it's possible, but it's very worrisome, just like you're saying.
link |
01:45:24.700
But if Putin were to escalate like that, he's firing that weapon at himself and he's potentially
link |
01:45:32.460
provoking a direct clash with NATO's military, not just with the Ukrainian military.
link |
01:45:39.340
If you're sitting in the Kremlin looking at those charts, Lex, of NATO capabilities, and
link |
01:45:46.580
you can't conquer Ukraine, which didn't really have heavy weapons before February, 2022,
link |
01:45:53.660
at scale, and you're thinking, okay, now I'm going to take on NATO, that would be a bold
link |
01:46:00.940
step on the part of a Russian leader.
link |
01:46:04.820
And let's also remember, Lex, that there's another variable here.
link |
01:46:09.100
They're a desperate as long as everyone implements your orders.
link |
01:46:16.260
And so if people start to say quietly, not necessarily publicly, I may not implement
link |
01:46:23.660
that order, because that's maybe a criminal order, or my grandma is Ukrainian, or my wife
link |
01:46:31.380
is Ukrainian, or I don't want to go to the hog, I don't want to spend the rest of my
link |
01:46:37.660
life in the hog, or whatever it might be, at any point along the chain of command, from
link |
01:46:43.500
the general staff all the way down, right, to the platoon, you're a desperate provider
link |
01:46:50.220
they implement your orders.
link |
01:46:52.900
But who's to say that somewhere along the chain of command, people start to say, you
link |
01:46:59.620
know, I'm going to ignore that order, or I'm going to sabotage that order, or I'm going
link |
01:47:06.700
to flee the battlefield, or I'm going to injure myself so that I don't have to fight, or I'm
link |
01:47:13.700
going to join the Ukrainian side.
link |
01:47:16.860
And so it could be that's what's left of the Russian army in the field begins to disintegrate.
link |
01:47:24.920
Even if the Ukrainians are not able to mount that counter offensive at scale that combined
link |
01:47:30.180
arms operation, the Russian military in the field, which has taken horrendous casualties
link |
01:47:36.660
as far as we understand, something like a third of the original force.
link |
01:47:41.540
So you're talking about 50 to 60,000.
link |
01:47:45.880
That includes both dead and wounded to the point of being unable to return to the battlefield.
link |
01:47:51.900
Those are big numbers.
link |
01:47:53.780
Those were a lot of families.
link |
01:47:55.860
A lot of families affected, their sons, or their husbands, or their fathers are either
link |
01:48:02.860
missing in action, or the regime won't tell them that they're dead, as you know, from
link |
01:48:07.940
the sinking of that flagship Moskva, right, by the Ukrainians.
link |
01:48:15.380
And so a disintegration of the Russian military, because there are orders that they either
link |
01:48:20.620
can't implement or don't want to implement, is also not excluded.
link |
01:48:26.980
And so you have these two big variables, the Ukrainian army in the field and its ability
link |
01:48:31.980
to move from defense to offense at scale, and we're going to test that soon.
link |
01:48:37.500
And then the Russian ability in the field to hold together in a war of conquest and aggression,
link |
01:48:45.100
where they're conscripts, or they're fed dog food, or they don't have any weapons anymore
link |
01:48:52.940
because there's no resupply.
link |
01:48:56.420
So the disintegration of the army can't be excluded.
link |
01:48:59.380
And then, of course, all bets are off on the Putin regime.
link |
01:49:02.980
More long term, there are these technology export controls.
link |
01:49:07.900
We were talking about how the military industrial complex in Russia is dependent on foreign
link |
01:49:14.020
component parts and software.
link |
01:49:16.820
And so if you have export controls, and you have firms voluntarily, even when they don't
link |
01:49:21.940
fall under export controls, leaving Russian business, refusing to do business with Russia,
link |
01:49:29.100
and we see this not just in the civilian sector like with McDonald's or many other companies,
link |
01:49:35.420
we see this in the key areas like the oil industry, with the executives fleeing, that
link |
01:49:43.540
is the Western executives fleeing, giving up their positions.
link |
01:49:48.080
So Russia's ability to resupply its tanks, to resupply its missiles, resupply its uniforms,
link |
01:49:58.860
resupply its food to its soldiers in the field, and then their boots.
link |
01:50:04.820
We see a lot of stuff under tremendous stress, and in the long term, there's no obvious way.
link |
01:50:11.260
They can rebuild the military industrial complex to produce those weapons because they're reliant
link |
01:50:18.980
on foreign parts that they can't get anymore, and there are no domestic substitutes on the
link |
01:50:24.220
immediate horizon.
link |
01:50:26.580
It's at the earliest a two year proposition to have domestic substitutes.
link |
01:50:32.460
And for some things like microelectronics, they've never had domestic substitutes going
link |
01:50:37.540
back to the Soviet times, as you know well.
link |
01:50:40.900
And so there's that pressure on Russia from the technology export controls, which if you're
link |
01:50:47.460
in the security ministry or the defense ministry, if you're in that side of the regime, you're
link |
01:50:54.580
feeling that pain as we speak, and you're wondering about the strategy.
link |
01:51:02.100
Let me ask you about, again, the echoes of history, and it frustrates me in part when
link |
01:51:08.300
people draw these parallels, but maybe there is some deep insight about those parallels.
link |
01:51:14.340
So there's a song that goes, the operation Barbarossa, the bombing of Kiev by Hitler,
link |
01:51:32.140
there is sort of an eerie parallel, and you have to be extremely careful drawing such
link |
01:51:38.380
parallels and such connections to this unexplainable war that is World War II.
link |
01:51:50.740
But is there elements of this that do echo in the actions of Vladimir Putin?
link |
01:51:59.220
And more specifically, do you think that Vladimir Putin is a war criminal?
link |
01:52:06.420
Can that label be assigned to the actions of this man?
link |
01:52:10.100
Well, war criminal is a legal determination, and it requires evidence and due process and
link |
01:52:17.980
the ability to defend oneself.
link |
01:52:21.440
We don't just decide in the Twitter sphere or on a podcast that somebody is a war criminal.
link |
01:52:28.860
They can be a suspected war criminal, and we can gather evidence to try to prosecute
link |
01:52:34.660
that case, and then the issue for us, Alex, is which court does it go to?
link |
01:52:42.100
What's the appropriate place?
link |
01:52:44.180
Does it happen in Ukraine because they're the victims?
link |
01:52:46.780
Does it happen in the Hague because there's an international criminal court there?
link |
01:52:51.260
Does it happen inside Russia because there's regime change at some point, and some of these
link |
01:52:56.700
people become, let's say, they get arrested by their own people inside Russia?
link |
01:53:05.220
So those are all important questions that have to be pursued with resources and with
link |
01:53:09.820
determination and by skilled people who are excellent at gathering that evidence, and
link |
01:53:17.100
that process is underway.
link |
01:53:19.060
And Ukraine has a trial underway now of one alleged war criminal who's pleaded guilty
link |
01:53:26.420
and we'll see what the outcome of that trial inside Ukraine is of a lower level official,
link |
01:53:32.340
not obviously Vladimir Putin, but the commander of a tank group.
link |
01:53:39.100
So yes, the names are eerily familiar, Izyum, Harkiv, Kyiv, those are the names we know
link |
01:53:54.740
from the Nazi invasion and the Nazi occupation of Ukraine.
link |
01:54:01.060
And it's very deeply troubling to think that this could happen again.
link |
01:54:07.220
And there's a bizarre sense that the Russians claiming, as Putin says, to denazify Ukraine
link |
01:54:15.580
have invaded the same places that the Nazis invaded back in 1941.
link |
01:54:22.020
As somebody who's working on volume three of your work on Stalin going through this
link |
01:54:28.900
period, is it eerie to you?
link |
01:54:32.060
Yes, it is, Lex.
link |
01:54:34.580
I've written the chapters of volume three, I've drafted the chapters on the war, and
link |
01:54:41.660
as I say, the place names are very evocative, unfortunately.
link |
01:54:47.500
But you know, the Nazis failed ultimately.
link |
01:54:52.940
They captured Ukraine for a time, but they were evicted from Ukraine.
link |
01:54:59.820
There was massive partisan or guerrilla warfare resistance behind Nazi lines the whole time
link |
01:55:08.900
that they were allegedly in control of Ukraine.
link |
01:55:13.100
If you look at the maps on cable TV, they show you the sign of Russia, they show you
link |
01:55:17.660
the coloring, Russian control, and they draw a line and then it's colored in.
link |
01:55:22.460
But the word control is misplaced.
link |
01:55:25.740
They don't actually control it.
link |
01:55:27.220
It's Russian claimed or extent of farthest Russian troop advancement.
link |
01:55:34.820
Because behind the Russian lines in Ukraine, Crimea accepted, you have insurgencies, you
link |
01:55:41.020
have armed insurgency.
link |
01:55:43.420
In Militopov, for example, which is a place that you know in southeastern Ukraine.
link |
01:55:50.540
There is a guerrilla war now underway to hurt the Russians who are in occupation of that
link |
01:55:58.100
city and region.
link |
01:56:00.380
And we're going to see that continue even if the war becomes a stalemate, even if it
link |
01:56:08.020
stalemates more or less at the lines we're at now, which would mean that anticipated
link |
01:56:15.140
Ukrainian counter offensive at scale proves unsuccessful.
link |
01:56:19.460
The Russian army doesn't disintegrate.
link |
01:56:22.940
And you end up with a stalemate where there could be a ceasefire, not a ceasefire, but
link |
01:56:28.540
neither side is attempting an offensive for the time being.
link |
01:56:32.500
There will be resistance behind those Russian lines, and it will be fierce resistance, the
link |
01:56:38.740
kind of resistance we saw to the Nazi occupation.
link |
01:56:43.700
Ultimately it took the Red Army reinvading the territory of Ukraine and succeeding at
link |
01:56:52.620
combined arms operations at scale, a massive counter offensive much larger than anything
link |
01:56:59.180
we're talking about today.
link |
01:57:01.700
Ultimately it required that to evict the Nazis from Ukraine.
link |
01:57:05.620
But in the meantime, they did not have an easy occupation regime there.
link |
01:57:12.460
Ukrainian Soviet partisans killed Nazi officials, Wehrmacht soldiers, Wehrmacht officers, blew
link |
01:57:22.940
up the infrastructure they were using, made them pay a price for their occupation.
link |
01:57:31.180
We could well see, if unfortunately this ends in a stalemate for the time being, we could
link |
01:57:38.500
well see that type of insurgency gain momentum behind Russian lines and try to evict the
link |
01:57:46.540
Russians that way and then remount the counter offensive at scale later on in the future
link |
01:57:54.540
if the first one doesn't succeed.
link |
01:57:57.580
So that would be further echoes of the World War II experience.
link |
01:58:03.060
The scale once again is much smaller.
link |
01:58:05.900
The size of the armies here, they're not in the many 800,000, 700,000, 1,002, 1,004,
link |
01:58:15.540
that's not what we're talking about today.
link |
01:58:18.140
But the weapons, the cruise missiles, artillery fire, artillery fire used to be very inaccurate
link |
01:58:27.300
and it was like saturation.
link |
01:58:29.500
You would just fire towards the enemy lines and if you hit something, you hit something
link |
01:58:33.460
and if you didn't, you just kept firing.
link |
01:58:36.980
Now you have drones, Lex.
link |
01:58:39.660
And so artillery fire is now sniper fire because you can coordinate the direction of the artillery
link |
01:58:46.700
fire with the drones.
link |
01:58:49.580
The drones can take a picture and show you where the enemy is precisely located.
link |
01:58:55.580
And you can align that artillery to hit them instead of just indiscriminately bombing an
link |
01:59:01.140
area, a territory.
link |
01:59:04.180
And the NATO supplied artillery goes really far and you can fire into Russian positions
link |
01:59:11.500
and yourself not be exposed to Russian fire because your artillery fires farther than theirs.
link |
01:59:20.700
So that's coming.
link |
01:59:22.380
And we're going to see that in action.
link |
01:59:24.780
And so the scale is not the same, but the weapons, the precision of some of the weapons
link |
01:59:30.380
and some of the NATO, we're not sending all of our stuff.
link |
01:59:34.100
But as I said, the dynamic is Russia commits atrocities, Russia bombs schools, Russia bombs
link |
01:59:39.540
hospitals, Russia kills civilians and more and heavier and more lethal Western weapons
link |
01:59:47.580
go to Ukraine.
link |
01:59:49.100
Their willingness to risk their lives is really so impressive.
link |
01:59:53.700
And the reason that it's our duty, we're obliged to supply those weapons.
link |
02:00:01.060
And so the Russians don't have that resupply and the Ukrainians do.
link |
02:00:06.180
And so the Russians are now digging in, Lex.
link |
02:00:09.540
They're digging in deeply in the areas that they've penetrated.
link |
02:00:14.420
And they're trying to build unassailable positions for when the Ukrainians transition
link |
02:00:21.900
from mostly defense to full scale offense.
link |
02:00:26.580
And we'll see if that now, I mean, they're digging everywhere.
link |
02:00:31.460
As they say, kapayut, kapayut, right?
link |
02:00:34.780
They're digging everywhere behind.
link |
02:00:36.500
Your Russian is beautiful.
link |
02:00:37.980
Digging in, I wish, Lex, like yours.
link |
02:00:41.300
But so there are these things that we can't predict, but there are these things we're
link |
02:00:45.700
watching and watching closely.
link |
02:00:50.180
And on top of that, something that's not in World War II, or for the most part, is cyber
link |
02:00:54.620
attacks and cyber warfare, which is much less, perhaps, convertible into human words because
link |
02:01:05.520
it happens so quickly, such large scales, so difficult to trace and all those kinds
link |
02:01:09.940
of things.
link |
02:01:10.940
It's not bullets.
link |
02:01:11.940
It's electrical signals and that.
link |
02:01:14.300
Yeah.
link |
02:01:15.300
But those Ukrainian people, they're like you, Lex.
link |
02:01:18.540
They're young and they're technically really proficient.
link |
02:01:23.220
And they've been amazing.
link |
02:01:25.060
You know, they spent those teenage years in the basement, playing video games, it's useful
link |
02:01:32.040
after all.
link |
02:01:33.040
It turns out it's more than useful.
link |
02:01:35.180
You can save your country that way.
link |
02:01:37.700
And so they're not alone, they're getting support, and that support is important.
link |
02:01:43.500
But really, predominantly, it's Ukrainians on the cyber battlefield, and their skills
link |
02:01:49.060
have been very impressive, and they've been preparing for this for a number of years,
link |
02:01:53.640
and they have a whole army of young people on the cyber side.
link |
02:01:58.700
It's their civilian population.
link |
02:02:00.420
These are not people conscripted into the military or volunteering, wearing the uniform.
link |
02:02:06.040
And so even in cyber warfare, the Ukrainians have been extremely impressive.
link |
02:02:11.580
And so let's remember that all of these aspects of warfare, whether it's how far your cruise
link |
02:02:21.980
missiles go and how accurate they are, what size your cyber capabilities are, it's really
link |
02:02:29.900
ultimately about the people.
link |
02:02:32.020
It's about the human capital, right?
link |
02:02:34.780
It's about their willingness, their skill level, but also their willingness to fight
link |
02:02:41.500
and to put their lives on the line.
link |
02:02:43.700
And there's no substitute for that.
link |
02:02:45.860
And so what's called morale or courage or bravery or valor, that's really the ultimately
link |
02:02:53.260
decisive provided you have enough sufficient arms to conduct the fight.
link |
02:03:01.260
And if you don't, you use a Molotov cocktail, right?
link |
02:03:05.020
Grandma calls in the coordinates of the Russian tank on her iPhone, and you have a Molotov
link |
02:03:12.700
cocktail that the people who used to work in the cafeteria are now stuffing flammable
link |
02:03:20.300
liquid into bottles, and you carry one right up to the tank and you smash it against the
link |
02:03:25.020
tank or you drop it in one of the hatches in the tank, right?
link |
02:03:30.860
There's no substitute for that kind of stuff, that level of resolve, willingness to die
link |
02:03:36.700
for your country.
link |
02:03:38.340
That's a really big lesson that we need to absorb in our own country.
link |
02:03:43.780
We've been going to war more frequently than we should, and like you said, without the
link |
02:03:49.460
justification all the time, and then like Henry Kissinger said, without understanding how
link |
02:03:54.980
this was going to end.
link |
02:03:57.180
It's easy to start a war, it's very difficult to win a war, prevail in a war or end a war
link |
02:04:02.660
on terms that meet your original expectations, right?
link |
02:04:08.780
We've been fighting wars, but we haven't been fighting wars as societies.
link |
02:04:13.780
We've been fighting wars as a small sliver of our population.
link |
02:04:18.820
Something like one percent of our population is involved with the military because we have
link |
02:04:22.940
an all volunteer force.
link |
02:04:26.060
And that means that it's easier for our politicians to go to war because they don't face conscription,
link |
02:04:34.900
they don't have the draft, which affects every family in the country, and because the number
link |
02:04:43.180
of people in the volunteer force is such a narrow stratum of the population.
link |
02:04:49.620
And so they've been getting away with this because the professional army is much better
link |
02:04:54.300
than the conscript army, and an all volunteer force is much preferable from a military point
link |
02:05:00.060
of view, but from a societal point of view, it enables you to go to war too easily as
link |
02:05:07.700
a politician, and it doesn't engage the society the same way that the Ukrainian society is
link |
02:05:14.180
completely engaged from those young hackers all the way up to those grandmothers.
link |
02:05:20.060
Let me ask you, you're a scholar of history, a scholar of geopolitics, and you're also
link |
02:05:28.460
a human being.
link |
02:05:30.260
That's kind of you, Lex.
link |
02:05:31.740
I'll take that.
link |
02:05:33.940
What's the value, what's the hope, what's the power of conversation here?
link |
02:05:39.740
If you could sit down with Vladimir Putin and have a conversation versus bullets, human
link |
02:05:47.700
exchange words, is there hope for those?
link |
02:05:51.260
And if so, what would you talk about?
link |
02:05:53.180
What would you ask him?
link |
02:05:55.740
Well, Henry Kissinger, you alluded to his op ed.
link |
02:05:58.860
He's had many private meetings with President Putin over a long time, and President Biden,
link |
02:06:11.140
the previous presidents, secretaries of state, officials below secretary of state, the head
link |
02:06:19.220
of the CIA evidently met with President Putin in the fall when he was massing the troops
link |
02:06:27.100
on the border before he invaded, and we sent the head of the CIA, and Putin received him.
link |
02:06:35.340
Somebody he evidently respects or was at least willing to meet, unlike other members of the
link |
02:06:40.260
administration.
link |
02:06:42.700
So a lot of people are talking to him in some form or another for the 22 years he's been
link |
02:06:48.980
in power, and I'm not sure it's had what I would call their desired effect.
link |
02:06:56.940
Well, the nature of the conversation is interesting too, and also the timing, which is post February
link |
02:07:02.700
22nd is a different time, and also another aspect, which Oliver Stone mentioned interestingly,
link |
02:07:13.020
that there's something about COVID and the pandemic that creates isolation, the distancing.
link |
02:07:18.700
It's such a silly little nuance thing, but maybe it's actually has a profound impact
link |
02:07:25.660
on the human being, the human mind of Vladimir Putin, that there is something about an in
link |
02:07:30.820
person meeting, and not across a table that's far too large, but the intimacy of one human
link |
02:07:38.340
to human in person conversation, that there's something distinctly powerful about that reminder
link |
02:07:44.980
that as Putin says in the narrative in the propaganda, that we're all one people.
link |
02:07:52.340
There is truth to that, that this entirety of humanity is one people, and you kind of
link |
02:07:57.780
reminded by that when you're sitting together.
link |
02:08:02.480
People who have sat across the table from him, whether at 30 yards or at three, have
link |
02:08:11.980
remarked upon this feeling of isolation that has affected him, the pandemic.
link |
02:08:18.820
I think there must be something to that if several people who've been in the room with
link |
02:08:24.660
him are remarking on it.
link |
02:08:28.300
Everybody that I know, and I've been able to talk to, who's had a meeting with him in
link |
02:08:32.700
the past 10 years, including Henry Kissinger, the former secretary of state, has said that
link |
02:08:43.140
Putin spends a lot of time enumerating his grievances.
link |
02:08:49.220
He goes through a monologue of his grievances, and then the West did this, and then the West
link |
02:08:55.340
lied to us about that, and then the West cheated us on this.
link |
02:09:01.540
It's not the conversation that you're encouraging of common humanity.
link |
02:09:08.100
It's that roiling resentment volcano that's just exploding and exploding.
link |
02:09:15.420
By the time he gets through the monologue of the grievances, the time of the meeting
link |
02:09:22.140
is expired or over time.
link |
02:09:25.500
That's a brilliant statement, but that's where the skill of conversation comes in.
link |
02:09:29.900
When you're facing a bull with a red cloth, you have to learn how to avoid the long list
link |
02:09:34.540
of grievances and get to the humanity.
link |
02:09:37.820
That's a really important skill.
link |
02:09:39.660
For sure it's a skill, and it's the highest level skill of a diplomat to be able to reach
link |
02:09:45.340
some type of common understanding when interests and worldviews clash so much.
link |
02:09:51.660
But here's your challenge, Lex.
link |
02:09:54.900
Your challenge is Russia wants to impose a closed sphere of influence on its neighbors.
link |
02:10:05.540
It wants to dictate what its neighbors can and can't do.
link |
02:10:10.540
It wants to exert influence not by the power of its example, not by the freedom of its
link |
02:10:17.180
people, not by the dynamism of its diversified economy, but it wants to exert influence
link |
02:10:24.620
just because it deserves that, just because it's a great power, just because, and on and
link |
02:10:32.180
on and on, it's a civilization unto itself.
link |
02:10:36.260
And it wants that, and we can't give that.
link |
02:10:40.700
The reason that Russia was not integrated into the West was not for lack of trying.
link |
02:10:47.420
It was because Russia ultimately spurned the integration because it was about what terms
link |
02:10:54.140
the integration would come on.
link |
02:10:56.660
Would you come into the West and observe Western rules and be another country, meaning just
link |
02:11:04.820
another country?
link |
02:11:06.580
There's Poland, and there's Austria, and there's little tiny Monaco, and there's Russia.
link |
02:11:16.820
And you're just one of those countries.
link |
02:11:19.620
And Russia's answer to that was no, we're not just one of those countries.
link |
02:11:24.540
We need special rules.
link |
02:11:26.780
We need special conditions.
link |
02:11:29.580
We'll integrate, but only as a special country, meaning like at the UN, where all countries
link |
02:11:37.300
are sovereign, all countries are members, but Russia has a veto on what countries can
link |
02:11:43.420
and can't do.
link |
02:11:45.020
Those were the terms on which they were willing to integrate.
link |
02:11:48.980
And those were the terms that no leader of a Western country or the United States or
link |
02:11:54.100
the G7 or fill in the blank can grant to Russia.
link |
02:12:00.180
It's very well known that Vladimir Putin was one of the first, maybe the first person,
link |
02:12:06.740
first leader, foreign leader to call President Bush after the 911 tragedy.
link |
02:12:13.460
They didn't connect right away.
link |
02:12:15.420
President Bush was not in Washington, but eventually they did speak.
link |
02:12:20.380
He condemned the terrorist attack, he offered Russian support, which he delivered on the
link |
02:12:26.500
use of some Russian logistics for our Afghanistan operations.
link |
02:12:33.420
And a lot of people point to that and they say, there it is, Russia wanted to cooperate
link |
02:12:39.140
and did cooperate and we spurned them, or we failed to appreciate Russia's cooperation.
link |
02:12:47.740
And so therefore Russia was cheated, or Russia was lied to, or Russia's grievances are legitimate.
link |
02:12:54.620
But here's the problem with that argument, Lex.
link |
02:12:58.140
In exchange for that support, Vladimir Putin asked in return from President Bush for a
link |
02:13:06.380
free hand in the former Soviet space that closed hierarchical sphere of influence, where
link |
02:13:13.420
Russia would exert influence coercively over countries that were sovereign.
link |
02:13:20.300
And no American president could grant that and President Bush was right.
link |
02:13:25.100
He said no.
link |
02:13:27.060
And so the attempted cooperation blew up.
link |
02:13:32.020
But who's at fault there?
link |
02:13:36.060
Should there be a nonvoluntary sphere of influence?
link |
02:13:40.820
Should that be granted, or should you face up to attempts to do that?
link |
02:13:48.020
Let's take a little detour here into China for a second.
link |
02:13:54.700
China had this brilliant grand strategy, which was, sure, America is hostile because America
link |
02:14:02.660
is hegemonic, America wants to control the world, America will never let China rise,
link |
02:14:08.260
America will do everything it can to hold China down.
link |
02:14:11.580
So we're going to have hostility from America.
link |
02:14:15.060
We don't want to decouple, because we need that high end technology transfer, either
link |
02:14:20.740
we buy it or we steal it, because America and the rest of the West has all the technology
link |
02:14:25.460
that we need.
link |
02:14:26.760
We have some of it domestically, more than before by a lot, but we're still dependent
link |
02:14:32.220
so we can't decouple.
link |
02:14:34.100
So we'll have the hostility, but there'll be a line we don't cross just so that we don't
link |
02:14:38.340
lose the technology transfer.
link |
02:14:41.580
Till made in China 2035 is accomplished, and we're self sufficient domestically and AI
link |
02:14:49.060
in every other area that's critical.
link |
02:14:52.660
But hostility from America.
link |
02:14:54.020
But we have an ace in the hole.
link |
02:14:56.060
Our ace in the hole is Europe.
link |
02:14:58.420
Europe hates conflict.
link |
02:15:00.300
They're all about trade.
link |
02:15:01.980
It doesn't matter how evil you are.
link |
02:15:04.820
They love to trade because van der door handel, change through trade.
link |
02:15:10.660
They have this illusion that you're going to become a better country if they trade with
link |
02:15:15.140
you and you won't have conflict, war and hostilities if you trade.
link |
02:15:19.780
And so we have this European ace in the hole.
link |
02:15:22.620
We're hostile with the Americans.
link |
02:15:24.420
We're still buying or stealing their technology.
link |
02:15:28.300
And better than that, even the Europeans are not hostile to us at all.
link |
02:15:32.780
They love to trade with us and they want to trade more and they're our biggest trading
link |
02:15:35.980
partner already.
link |
02:15:38.380
And lo and behold, Xi Jinping sides with Vladimir Putin in the aggression in Ukraine.
link |
02:15:45.220
He doesn't side with him providing military equipment.
link |
02:15:49.540
He doesn't provide technology transfer, but he provides public support and massive pro
link |
02:15:56.820
Russian propaganda to the whole Chinese population.
link |
02:16:02.060
And the Europeans say, wait a minute, this is an invasion of a sovereign country in Europe.
link |
02:16:07.780
What do you mean?
link |
02:16:09.820
You're not condemning Vladimir Putin's invasion.
link |
02:16:13.140
And so that wedge that the Chinese had, that was the basis of their grand strategy, that
link |
02:16:18.540
wedge between the US and Europe when it came to China policy, that wedge is gone now.
link |
02:16:24.900
Xi Jinping destroyed it.
link |
02:16:27.500
And the Europeans and the Americans are coming close together on Ukraine and Russia policy
link |
02:16:33.220
for sure, but also more and more on China policy.
link |
02:16:38.900
And so that was a pretty big sacrifice for the Chinese leader to make.
link |
02:16:42.940
And what did he get in return?
link |
02:16:45.740
He gets hydrocarbons from Russia at reduced prices.
link |
02:16:50.540
And the Chinese get hydrocarbons from a lot of countries.
link |
02:16:54.660
They have a completely diverse supply chain for their energy.
link |
02:16:59.540
So what do you think Xi Jinping is thinking now?
link |
02:17:02.980
Was it a mistake?
link |
02:17:04.380
Or if...
link |
02:17:05.380
I'd like to know, Lex.
link |
02:17:06.380
I'd like you to be able to sit down with him across from this table here on your podcast
link |
02:17:11.580
and pose that same question to him, because we have no idea.
link |
02:17:14.580
There's a language barrier that's fascinating.
link |
02:17:16.820
By the way, you as a scholar of Stalin, do you think we'll ever break through the language
link |
02:17:22.100
barrier to China, not ever, I apologize, in the next few years?
link |
02:17:27.380
Because there is a gigantic cultural and language barrier between the West and the
link |
02:17:32.340
China.
link |
02:17:33.340
China's a great civilization.
link |
02:17:34.820
China predates the United States by millennia.
link |
02:17:40.060
China's accomplishments are breathtaking.
link |
02:17:42.660
But China's also led by, let's be honest, a Communist Party monopoly, which engages in
link |
02:17:51.380
a lot of criminal behavior.
link |
02:17:53.460
Lex, Tibet is Ukraine, Xinjiang is Ukraine, Hong Kong is Ukraine, let alone support for
link |
02:18:06.140
Putin, Ukraine.
link |
02:18:07.340
This is before we've even discussed Taiwan.
link |
02:18:10.580
And so now the Europeans are coming to see this, and the Americans are coming to understand
link |
02:18:15.220
this, that maybe trading with a regime like that, morally, politically, criminally, Tibet,
link |
02:18:25.900
Xinjiang, Hong Kong, how is that different from what Putin is doing in Ukraine?
link |
02:18:31.780
I'd be hard pressed to differentiate that ultimately, even though the analogies are
link |
02:18:37.140
not exact.
link |
02:18:38.940
And so the Chinese, it's like that guy, Leonov, the author of Li Haletia, the great memoir
link |
02:18:49.100
of the late Soviet period, the end of the Soviet Union, that they spend all this time
link |
02:18:55.060
and all these resources blackening our image, but we supply them with endless material to
link |
02:19:00.540
blacken our image.
link |
02:19:02.500
That's where Xi Jinping's regime is right now, Lex.
link |
02:19:05.940
And so they have a big dilemma on their side.
link |
02:19:09.780
It's a Western world, and they've united the Western world and reawaken the Western world
link |
02:19:19.300
to the fact that China is a threat to the values, the institutions and values of the
link |
02:19:27.180
West, and that trade is not transforming China quite the opposite.
link |
02:19:32.180
We'll see if this endures.
link |
02:19:34.420
Maybe it doesn't endure, maybe it's a fleeting moment, maybe this is not an inflection point.
link |
02:19:39.860
Maybe the war in Ukraine ends more quickly than we think, and maybe, like you said,
link |
02:19:45.700
the Chinese and the Indians and the rest of them, the leaders there, they get their wish
link |
02:19:49.820
that it ends and the world moves on and forgets or says, let's try again to resume our mutual
link |
02:20:00.820
understanding, our mutually beneficial trade and everything else.
link |
02:20:05.180
Maybe it's a passing phase.
link |
02:20:06.460
We can't exclude that.
link |
02:20:07.460
I'm very poor at predicting the future.
link |
02:20:10.660
But the moment is not a good one for the Chinese regime, let alone the fact that he's trying
link |
02:20:17.500
to impose an unprecedented in the modern era third term for himself as president in the
link |
02:20:25.620
fall at the next party Congress becoming president for life, a de facto, a Mao like figure,
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02:20:36.020
and he's now got to do that within this environment where he has damaged Chinese grand strategy
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02:20:44.980
and damaged the reputation of China and its relationships across the world, maybe not
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02:20:51.540
permanently, but significantly in addition to the problems they have at home, demography,
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02:20:59.060
as you know, a middle income trap, and then the regulatory insanity of Chinese communist
link |
02:21:06.980
rule that we've seen with the tech companies that you know well, where they've destroyed
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02:21:11.620
all of that value with the blow up of their property sector because it was a massive bubble
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02:21:19.580
and that's still playing out.
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02:21:22.100
And this time it's the same, meaning this time it's not different.
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02:21:27.180
When it comes to a property blowout, it has enormous effects on middle class balance sheets
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02:21:33.100
and their ability to be to remain consumers and drive the economy, which is the model
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02:21:40.020
that they have to share.
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02:21:41.020
So he's got a litany of challenges independent even of the fact that he sided with his past
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02:21:49.540
pal, Vladimir Putin, and their bromance is costing China very, very significantly.
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02:21:56.100
If you close your eyes, and 100 years ago, 1922, and you think about the future, I wonder
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02:22:06.300
if you can hear the drums of war predicting the 30s, predicting the Great Depression and
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02:22:15.940
the resentment that builds the economic resentment, the cultural resentment, the geopolitical
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02:22:22.180
resentment that builds at least the World War II.
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02:22:26.260
It at least to me, when I close my eyes, I can hear the drums of war that are still ahead
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02:22:32.060
of us.
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02:22:33.060
And it's possible that 2022 will materialize in a similar way as did 1922.
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02:22:45.140
I have my eyes closed, legs, and I sure hope that that's not what happens.
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02:22:51.980
But I'm looking at 1922, it's an epoch I know well, and I don't see the future that unfolds.
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02:23:00.180
I would not have predicted it had I been alive then.
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02:23:03.900
I see the war behind us.
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02:23:07.580
I see a prosperity on the horizon, yes, inflation in Germany and many other difficult issues,
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02:23:16.860
but there are more democracies now than there were before the war, and the old empires are
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02:23:21.740
gone, and there's a cultural efflorescence, and there's modernism in the arts, and there's
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02:23:28.300
women entering the public sphere, and there's all this fantastic new technology like automobiles.
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02:23:34.700
I'm looking at the future from 1922, and I'm not seeing the Great Depression, and I'm
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02:23:40.860
not seeing World War II, and I'm not seeing the Holocaust, because I don't predict the
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02:23:47.380
future, and nobody in 1922 could see that future, although I guess there were some clairvoyance
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02:23:54.140
who predicted it.
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02:23:55.740
But you're not one of them?
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02:23:57.620
I'm not one of them, but this is what I know, Lex, from studying history.
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02:24:03.460
What I know is stuff happens.
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02:24:07.140
In other words, we're watching Ukraine war right now, and all of our attention is focused
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02:24:15.340
on that, and it's like the economists say in their textbooks when their powerful models
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02:24:22.340
are employed, and there's this line that says, all other factors held constant, comma, and
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02:24:31.340
then the model works, and you get this really great result.
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02:24:35.180
It's very powerful predictor and analysis the model, and the whole game is all other
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02:24:42.500
factors held constant.
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02:24:45.500
So the Russian Ukraine war that we've been discussing, and this could happen, and that
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02:24:49.340
could happen, but you know what stuff could happen, Lex?
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02:24:53.220
For example, the Israeli government could decide this summer that it's going to bomb
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02:24:58.900
Iran because no Israeli government will tolerate Iran acquiring a nuclear weapon, and since
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02:25:06.180
President Trump exited, unilaterally exited from the multi power nuclear agreement, Iran
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02:25:14.860
is now much closer to the bomb than they were when the United States was still in that agreement.
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02:25:22.220
And you tell me the Israeli government that says, sure, it's fine, it's okay, Iran can
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02:25:26.060
get the bomb.
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02:25:28.220
And so maybe that happens, and maybe that happens as early as this summer as Iran gets
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02:25:32.420
closer and closer and closer.
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02:25:36.020
Maybe that guy in North Korea decides it's his time, just like his grandfather in 1950
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02:25:45.180
decided it's time we're going to quote reunify unquote the Korean Peninsula.
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02:25:53.140
Maybe, I don't know, Lex, fill in the blank.
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02:25:56.460
Iran's going to happen, it's not going to be what I predict, it's not going to be what
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02:26:00.140
I'm watching, it's going to be obvious only after it happens, not before, and then it's
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02:26:07.180
going to upend the table.
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02:26:10.220
And all of a sudden, we're going to be in a different environment, different circumstances,
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02:26:16.020
and is Ukraine still as central at that point as it seems to be right now?
link |
02:26:23.140
I don't know the answer to that question.
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02:26:24.980
Let me ask two rapid fire questions, you're only allowed to have one minute and it's about
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02:26:30.100
predicting the future.
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02:26:32.260
Okay, question one, Vladimir Putin, when will he no longer be in office?
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02:26:40.260
And will he step down or be overthrown?
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02:26:45.460
What's your prediction and a brief explanation of that prediction?
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02:26:49.500
Now, nobody can predict the future, but what's your sense now?
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02:26:53.740
Some people are saying the pressure is building, he's going to be overthrown or stepped down
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02:26:59.460
at the end of this year.
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02:27:01.180
And some people say, surely he's going to outlast Stalin's rule of 30 plus years.
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02:27:09.340
No evidence of a coup yet, none whatsoever yet.
link |
02:27:18.660
He's pretty much at life expectancy for a Russian male, those are bad numbers.
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02:27:25.780
He's 69, going to be 70.
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02:27:29.420
So he's lived the life of a Russian male already, but he's got better doctors than the majority
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02:27:36.060
of the Russian males in that, let's say, comparison set.
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02:27:42.820
So he could live a very long time with good doctors.
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02:27:47.700
So there could be a coup at some point, but there's none today in evidence.
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02:27:54.500
He could go because he's reached the life expectancy or he could stay for a long time.
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02:28:01.060
The thing to watch about this is an organization that nobody pays attention to, the FSL, the
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02:28:09.980
Pratorian Guard, the Self Standing Bodyguard Directorate, the only organization in Russia
link |
02:28:21.740
that has any access to him.
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02:28:24.340
We've seen no disloyalty, no breaking of ranks, no defections, nothing in the public
link |
02:28:31.380
realm in open sources about any divisions or problems in the FSO in the Pratorian Guard.
link |
02:28:39.940
So if you can't break that, change that, elicit defections there, you can't overturn
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02:28:49.460
him.
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02:28:50.460
Authoritarian regimes, like they're terrible, they fail at everything.
link |
02:28:55.460
They can't feed their people, they have trouble achieving any goals.
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02:29:00.740
They only have to be good, however, at one thing.
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02:29:04.220
They only have to be good at the complete suppression of political alternatives.
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02:29:09.060
If you can suppress political alternatives, you can fail at everything else, but you can
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02:29:14.940
survive as an authoritarian regime.
link |
02:29:17.740
So you watch Navalny.
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02:29:20.260
That's question number two.
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02:29:22.140
That's my second rapid fire question, is what happens to Navalny?
link |
02:29:28.460
What are the possible conclusions of, what you said quite possibly the second most influential
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02:29:33.740
powerful figure in Russia, is he going to die in jail?
link |
02:29:41.100
Will he become the next president of Russia?
link |
02:29:44.700
What are the possible?
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02:29:45.700
I wish I knew Lex.
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02:29:47.420
I've been surprised that he's still alive.
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02:29:50.460
I've been worried that he will be killed in prison in a staged fight.
link |
02:29:57.300
A security officer, prison guard puts on a prison outfit, takes a lead pipe, goes into
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02:30:04.740
the cell, they have a, quote, fight, and Navalny is killed.
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02:30:08.620
I've been afraid of that, but he's still alive, even though he's serving a long sentence.
link |
02:30:14.620
So that leads me to guess that people inside the Putin regime and maybe President Putin
link |
02:30:21.260
himself understand that Navalny is their ticket to lift sanctions.
link |
02:30:29.420
That Navalny is even more popular outside of Russia than he is inside of Russia.
link |
02:30:35.100
You know, he's the leader in many ways of the political opposition in the country, even
link |
02:30:41.260
while still in prison.
link |
02:30:42.860
His organization's been destroyed, but he doesn't have majority support in the population
link |
02:30:48.660
by any stretch of the imagination.
link |
02:30:50.460
But he's a big figure in the West, including here in the U.S.
link |
02:30:55.340
And so Navalny could be their ticket, their kind of get out of jail card, meaning they
link |
02:31:00.500
release him from prison.
link |
02:31:02.700
He gets appointed, I don't know, prime minister, even by the Putin regime, if he were willing
link |
02:31:07.980
to accept such a position.
link |
02:31:09.540
And I have my doubts about that.
link |
02:31:11.980
And then that's how they lobby to remove the sanctions against them.
link |
02:31:17.340
So he's a card that President Putin could play.
link |
02:31:21.820
And so maybe that's the reason he's still alive, or maybe there are other reasons that
link |
02:31:26.860
we don't know.
link |
02:31:28.700
And so some alternative to Putin is more likely to arise inside his gang, Putin's kaeshaika,
link |
02:31:38.860
as they say, right inside his gang, where they tire of his mistakes.
link |
02:31:45.860
They tire of his self defeating actions.
link |
02:31:49.780
And they say, patriotically for Russia, we need to do something against, move against
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02:31:55.780
this guy because he's hurting our country and also because I could do better.
link |
02:32:02.420
I'm ambitious as well as patriotic.
link |
02:32:05.940
But once again, the problem there, Alex, is Putin is surrounded by this cocoon known
link |
02:32:13.100
as the FSO.
link |
02:32:15.740
He meets on Zoom predominantly with the rest of the government, including with the defense
link |
02:32:21.180
and security officials.
link |
02:32:24.060
They don't have frequent access to his person.
link |
02:32:27.980
And as you were looting earlier to the pandemic, they have to quarantine for two weeks before
link |
02:32:33.620
every meeting with him.
link |
02:32:35.580
And moreover, you know, Alex, they don't know where he is.
link |
02:32:39.740
They see when they're on Zoom with him and in the room, it's the Valdai.
link |
02:32:47.900
His office in the Valdai region looks the same as his office in Sochi or his office
link |
02:32:56.020
outside of Moscow and Nova Agarjova, they're made up to look very similar on Zoom.
link |
02:33:02.620
And sure, some signs, they're looking where is it, but maybe they don't know.
link |
02:33:08.580
And so you're going to move on him and you're going to jump him in his dacha outside Moscow.
link |
02:33:17.420
And it turns out he's in Sochi or vice versa.
link |
02:33:20.340
And it turns out the FSO is loyal to him and won't let you anyway.
link |
02:33:25.020
So Alex, we don't know, but we watch this FSO really closely and we think that the elites,
link |
02:33:33.260
if not Putin, but maybe Putin to understand Navalny as a really big potential political
link |
02:33:39.500
card that they could play.
link |
02:33:42.020
And one last question, the biggest question, you studied some of the darkest aspects of
link |
02:33:49.420
human history, human nature, let me ask the why question.
link |
02:33:55.220
What are we doing here?
link |
02:33:57.340
What's the meaning of our existence, our life here on earth?
link |
02:34:01.940
What are we humans trying to get at here?
link |
02:34:04.580
I can't answer that question either, but I can say that having a purposeful life is
link |
02:34:12.980
actually not that hard.
link |
02:34:15.780
You can't, you're not Gandhi, you're not President Roosevelt, you're not going to transform a
link |
02:34:23.060
country or a civilization or become immortal because of your courage and your insight and
link |
02:34:31.740
your genius at critical moments.
link |
02:34:35.460
But you live in an environment, you're in a school, you're in a workplace, you're somewhere
link |
02:34:42.460
where you can affect other people in a positive way.
link |
02:34:46.760
It can be not just about yourself, but it can be about them.
link |
02:34:51.140
And you can have a positive impact on other people's lives through the work that you do,
link |
02:34:57.340
whether that's your employment or your charity or your spare time or your work time.
link |
02:35:03.300
It can be by modeling proper behavior, admitting your mistakes, hard to do but necessary, remembering
link |
02:35:13.140
that you don't know everything, you can't predict the future, but you don't even know
link |
02:35:16.780
everything in your areas of expertise, painfully reminded of that humility at times, but remind
link |
02:35:24.180
yourself to.
link |
02:35:26.100
So you can lead a life that can show others what good values are, and you can lead a life
link |
02:35:35.380
that dedicates yourself not only to your own material well being, but to the well being
link |
02:35:42.340
and to the development of others around you, and it can be on a humble scale, it can be
link |
02:35:47.580
in a small classroom or a small workplace, a small work team, but it can be done and
link |
02:35:54.820
you can be reminded that having a positive impact even on one other person gives far
link |
02:36:01.460
greater meaning to your own life and is profoundly satisfying, much more satisfying than the attention
link |
02:36:09.460
you might get, let's say on social media or awards you might receive.
link |
02:36:15.420
There's nothing wrong with pursuing those, people pursue them and it's a free society.
link |
02:36:22.580
But leading a purposeful life intentionally is possible.
link |
02:36:28.220
Even just one person, I love the expression, say one life, save the world, just focusing
link |
02:36:35.060
on the local, on the tiny little difference you can make in the world can somehow ripple.
link |
02:36:40.980
Every day.
link |
02:36:42.180
If you think about that every single day, you're a better person, we're a better society.
link |
02:36:49.820
And maybe you get to add a bit of love to the world after all.
link |
02:36:54.540
Stephen, this is a huge honor for many reasons, one of which is I can just tell how much care
link |
02:37:02.540
you put into this conversation and how much, I use the word love a lot, but I just feel
link |
02:37:08.980
the love that just even the respect you give me, which I can't tell you how energizing
link |
02:37:17.340
that is, how much that gives me strength for my own silly little pursuits.
link |
02:37:23.860
Thank you so much for doing that.
link |
02:37:25.020
Thank you for not just talking today, but giving me so much respect just with everything
link |
02:37:29.900
you're doing is, I really appreciate that, it makes me feel special.
link |
02:37:33.860
So thank you so much for sitting down and talking to me.
link |
02:37:36.500
Mutual Lex, thank you as well, and thank you for the respect that you've shown me.
link |
02:37:41.740
These are really difficult issues that don't have simple answers, but that doesn't mean
link |
02:37:46.420
we give up.
link |
02:37:48.460
We have to keep thinking and learning and trying and finding solutions in everything
link |
02:37:55.580
we do, including on these, these big global tragedies that we live through.
link |
02:38:01.220
And it's heartbreaking what's going on.
link |
02:38:04.900
It just breaks my heart every day.
link |
02:38:06.660
A person who studies this has been studying this for decades and it keeps happening.
link |
02:38:13.420
And you think again, and yes, it is again, but we still have to keep trying and we have
link |
02:38:19.660
to be inspired by those people who are more courageous than we are and sacrifice more
link |
02:38:25.340
than we sacrifice.
link |
02:38:27.340
You know, for me, the Russian invasion of Ukraine, the war in Ukraine is experienced
link |
02:38:33.900
in my study at home and in my office at Princeton or my coming office at Stanford when I moved
link |
02:38:40.580
full time to Stanford in September, or it's experienced far away in safety and in comfort.
link |
02:38:48.740
And we have to remember that too, when we talk about these things, when we answer your
link |
02:38:53.140
questions, right, that as we speak and as we comment and think we're experts on these
link |
02:38:59.900
things from the comfort of our existence, that there are people in those tragedies right
link |
02:39:06.140
now.
link |
02:39:07.140
With no power, with no food, with full uncertainty about the future of the health of their children.
link |
02:39:15.740
And I've also seen because I have family in both places, homes that were home for, buildings
link |
02:39:24.740
that were homes for generations now in rubble.
link |
02:39:29.660
So.
link |
02:39:30.660
Yes, Lex.
link |
02:39:31.660
It just, it hurts.
link |
02:39:33.260
And it's, it's, let's, it's Syria, where 350,000 at least by UN estimates died and Russia
link |
02:39:41.660
participated in that.
link |
02:39:44.060
And it's Yemen and, and it's so many other places that don't have the same degree of
link |
02:39:49.420
attention that a European country like Ukraine has.
link |
02:39:53.660
But, but yeah, we have to remember also that in addition to Ukraine, and then there's things
link |
02:40:01.540
right home here in New York city, where children are without food, which is just inexcusable
link |
02:40:08.900
in a country this rich.
link |
02:40:11.060
So we shouldn't forget in our study of leaders and our study of geopolitics that ultimately
link |
02:40:15.620
it's about the humanity, it's about the human beings and, okay, Lex.
link |
02:40:20.980
Human suffering.
link |
02:40:21.980
Thank you so much.
link |
02:40:22.980
Thank you.
link |
02:40:23.980
This is amazing conversation.
link |
02:40:24.980
Talk to you again soon.
link |
02:40:25.980
My pleasure.
link |
02:40:26.980
Thanks for listening to this conversation with Stephen Codkin to support this podcast.
link |
02:40:32.580
Please check out our sponsors in the description.
link |
02:40:35.620
And now let me leave you with some words from Mahatma Gandhi.
link |
02:40:40.820
When I despair, I remember that all through history, the way of truth and love have always
link |
02:40:46.860
won.
link |
02:40:47.860
There have been tyrants and murderers, and for time, they can seem invincible, but in
link |
02:40:54.300
the end, they always fall.
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02:40:57.980
Thank you for listening, and hope to see you next time.