WEBVTT

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So imagine trying to project global strength

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when your military is literally running out of

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missiles. And your most fiercely loyal political

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allies are suddenly calling you a terrorist.

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The Vatican is actively icing you out. And your

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own household is broadcasting these cryptic,

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defiant messages to the world. Yeah, it sounds

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like absolute fiction. It sounds exactly like

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a hypothetical premise for a political thriller.

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That is the exact reality of the landscape we

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are waking up to today, because today is Friday,

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April 10th, 2026. Welcome to the deep dive. We

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are opening up a massive stack of recent reporting

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that shows an administration facing just an absolutely

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perfect storm. We're talking extreme simultaneous

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pressure coming from every conceivable angle.

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And before we really get into the weeds of this,

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I need to pause and set some very firm ground

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rules for you, the listener. because the sources

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we are unpacking today, they contain intense,

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highly charged political developments from across

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the entire spectrum. Exactly. There is polarizing

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rhetoric, there are serious accusations, and

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quite frankly, there is a lot of emotional volatility

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in these reports. So I want to make it explicitly

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clear right now. Our goal in this deep dive is

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absolutely not to take sides. No. Not at all.

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We are not here to endorse any of these viewpoints,

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and we are not here to validate the political

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rhetoric you're going to hear about. Our mission

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is strictly, impartially, to synthesize the facts

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exactly as they've been reported in the source

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material. We want to give you the broader picture

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of what is structurally happening without any

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partisan spin. Right. And the roadmap for this

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journey is dense. We are going to start with

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the stark physical reality of the military supply

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chain. Then we'll look at how the fallout from

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that global conflict is causing serious structural

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cracks in a famously loyal domestic political

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base. It's fascinating to see unfold. It really

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is. And from there, we'll examine a truly bizarre

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diplomatic showdown with the Vatican. And finally,

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we'll end on the home front, where the walls

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seem to be closing in both legally and personally

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for the administration's inner circle. It is

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a remarkable convergence of pressures. Because,

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I mean, you really cannot execute any kind of

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foreign or domestic policy without the basic

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hardware to enforce it. And the political capital

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to back it up. Exactly. OK, so let's start right

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there with the literal hardware. But it's easy

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to talk about foreign policy in the abstract,

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right? But right now, there is a very physical

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constraint happening. The literal arsenal is

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running on empty. So how bad is the depletion

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of the stockpile right now? It is severe. According

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to the latest Bloomberg reporting, the U .S.

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military is currently committing almost its entire

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stockpile of JSMER cruise missiles to the Iran

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War. Okay. For the listener, what exactly are

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those? So, they are highly advanced, stealthy

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standoff weapons designed to penetrate heavily

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defended airspace. And out of a pre -war stockpile

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of roughly 2 ,300 of these specific missiles,

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the data shows that only 425 are going to remain

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available. Wait, 425 out of 2 ,300? Yeah, only

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425 for use anywhere else in the world. That

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means we are burning through our most advanced

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munitions in one single theater. But I don't

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quite get how we burn through them so fast. Like,

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wars are expensive, sure. But what is the actual

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math on this burn rate? The sheer volume of munitions

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being expended is just staggering. If you look

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at the financial data from just the first 16

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days of the Iran War, coalition forces fired

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over 11 ,000 munitions. Wow. In 16 days. Yeah,

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that translates to a cost of roughly $26 billion

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in just over two weeks. That is unbelievable.

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And, you know, this isn't solely an American

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supply chain issue. It is severely draining our

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ally stockpiles as well. The data from JINSA

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estimates that the UAE, Kuwait and Bahrain have

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already used up more than 75 percent of their

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Patriot interceptors. More than 75 percent. So

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they're practically empty. Basically, yes. And

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Israel is now actively having to ration its high

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end Arrow 3 missiles. I mean, it's like maxing

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out all your credit cards in the first week of

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a year -long road trip. You might be moving fast

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right now, but you are completely exposed for

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the rest of the journey. If another crisis kicks

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off tomorrow, the funding and the physical assets

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just aren't there. What's fascinating here is

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the underlying timeline of defense manufacturing.

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Because you can't just flip a switch and print

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more of these systems overnight. Interceptors

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are highly complex pieces of technology. Right,

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they take a long time. Exactly. They take years,

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not months, to build. The geopolitical risk of

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a conflict like this was theoretically priced

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into the market, which is why defense stocks

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actually lagged the broader market initially.

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Oh, interesting. But the physical reality of

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rebuilding these depleted stockpiles means that

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governments around the world are fundamentally

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exposed right now. So I imagine the defense industry

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is scrambling to keep up, right? This has to

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be a massive multi -year tailwind for those companies.

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Oh, absolutely. The administration has asked

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Congress for $1 .5 trillion in military spending

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for fiscal year 2027. A trillion and a half dollars.

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Yes. And the Pentagon is asking for an immediate

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$200 billion supplement. If you look at a defense

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prime like Carmen... According to the Financial

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Times data, they now have nearly 50 % of their

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sales coming entirely from missile -related revenue.

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50%. Wow. Because every government realizes they

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cannot afford to stay exposed. But the problem

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isn't just finding the money. It's the physical

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capacity of the industrial base to actually deliver

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those complex layered shield components. Right.

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The factories can only work so fast. Exactly.

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You need... OEA batteries, which shoot down short

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and medium -range ballistic missiles. You need

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Patriot systems. You need sea -based Aegis systems.

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And the reality is the industrial base is functionally

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running at the capacity to produce them fast

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enough. OK. So the literal military stockpile

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is drained. But how does that physical drain

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translate to a political drain? Because a war

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this expensive, burning through $26 billion in

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16 days, that cannot be universally popular,

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even with the administration's own base. And

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that is exactly what the report This Iran war

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isn't just costing billions of dollars. It is

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costing the administration the support of its

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most fiercely loyal followers. The rhetoric surrounding

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this war... Specifically, some of the very casual

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calls for genocide against the Iranian people

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on social media has crossed a hard line for major

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figures in the Mejia movement and what is often

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called the Manosphere. OK, let's unpack this.

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Because, you know, are we overstating this a

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bit? Influencers and podcasters fight all the

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time for engagement and clicks. Is this really

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a massive shift or just a temporary family squabble

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playing out online? It is far more serious than

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a squabble. I mean, this is the exact information

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ecosystem that essentially built and sustained

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the modern populist movement for the past decade.

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Yeah, that's true. And the reaction over the

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last few weeks has been exceptionally severe.

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Take Tucker Carlson, for example. He released

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a skating 43 minute direct to camera video attacking

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the president. 43 minutes just going after him.

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Completely. He was furious about Trump tweeting

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the f word on Easter morning asking, quote, Who

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do you think you are? But he went much further

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than just criticizing the tone. What else did

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he say? Carlson actually urged U .S. military

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officers to refuse illegal orders to kill civilians,

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explicitly citing the Uniform Code of Military

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Justice or the UCMJ. Wait, he cited the UCMJ?

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He did. That is a massive escalation. Right.

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Reminding the military that they are legally

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required to disobey illegal orders from the commander

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in chief is not your standard media critique.

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That is bordering on calling for mutiny. Exactly.

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There's a profound shift in rhetoric. And, you

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know, it's not just Carlson. You have Alex Jones,

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who appeared visibly emotional on his broadcast,

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calling the president a dementia risk, who must

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be removed from office. Wow. You have Megyn Kelly,

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who went on her radio show. and said she is,

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quote, sick of this shush. She stated that casually

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threatening to wipe out an entire civilization

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in a social media post is completely irresponsible

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and disgusting. And then you have the podcasters,

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right? The Manosphere influencers who were absolutely

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crucial in getting out the vote in the last election.

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Yes. The exodus there is staggering. Joe Rogan

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is now calling the war insane. Rogan said that.

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Yep. Theo Vaughn, another major podcaster, tweeted

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that the U .S. and Israel are the actual terrorists

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in this scenario. Tim Dillon called Magier the

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greatest con in history. Good grief. You even

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have a prominent streamer like Sneco openly stating

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that he misses Joe Biden. That is wild. And how

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is the president reacting to this? Because usually

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his strategy is to ignore these things or brush

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them off as fake news. He posted a massive unhinged

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wall of text rant on social media, no paragraph

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breaks, entirely focused on attacking these former

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allies. He called them low IQ, stupid losers,

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trying to latch onto MAGA and mock them for having

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third rate podcasts. So what does this all mean

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for the administration politically? Because name

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calling online is one thing, but how does this

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hit the ballot box? The stakes here are existential

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for that political movement. The president is

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clearly furious that his former sheep are trying

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to shear him, as the reporting characterizes

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it. But the real structural danger isn't that

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they are fighting online. It's the underlying

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mechanism of how this voter base gets its information.

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Traditional politicians often misunderstand this.

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These podcasters aren't just entertainers. They

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are the primary news source and ideological compass

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for millions of highly engaged voters. The danger

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is what their listeners do in November. If these

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voters decide to jump ship to the blue team,

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or even if they just stay home because they are

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disillusioned by the war, that coalition collapses.

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It's the cost of war coming home to roost at

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the ballot box. But here's the thing. It's not

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just the new age populist podcasters that are

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revolting. What happens when an administration

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decides to pick a fight with one of the oldest,

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most traditional institutions on earth? It is

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a genuinely baffling diplomatic strategy. You

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know, you think of the famous Theodore Roosevelt

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approach to foreign policy. Speak softly and

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carry a big stick. Exactly. The sources we are

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looking at describe this administration's current

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approach as the exact opposite. Bluster loudly

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and carry a small stick. bluster loudly and carry

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a small stick. That is a brutal assessment. So

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what exactly sparked this showdown with the Vatican?

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Well, back in January, Team Trump actually summoned

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Cardinal Christophe Pierre to demand that the

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Catholic Church take their side regarding the

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war in Venezuela. OK. And according to the reporting,

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administration officials boasted that the U .S.

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military can do, quote, whatever it wants in

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the world. And then one of the officials actually

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brought up the Avignon Papacy as a threat. OK,

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for anyone who isn't a 14th century European

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history buff, the Avignon Papacy refers to a

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period where a succession of popes were essentially

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held hostage in France and forced to take their

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marching orders from the French crown. To bring

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that up to a Vatican ambassador in the 21st century,

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I mean, it's just absolute hubris. It's like

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a decade old tech startup trying to execute a

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hostile takeover of a legacy monopoly that literally

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prints its own currency. You do not try to bully

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an institution that has been operating for 2000

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years. And the church is clearly not intimidated.

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The fallout from that meeting has been swift

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and highly visible. Shortly after, the Vatican

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canceled a planned papal visit to the U .S. that

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was meant to coincide with the country's 250th

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anniversary celebrations. That's a huge snub.

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It gets worse. Even more pointedly, Pope Leo

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IV recently held a meeting with Obama insider

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David Axelrod. which is widely seen as a precursor

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to a meeting with the former Democratic president

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himself. I imagine the administration's poll

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numbers among Catholics are taking a massive

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hit because of this. They are cratering. The

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polling data shows Pope Leo has a net approval

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rating in the U .S. of plus 34. The president

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is hovering around negative 20. And the administration's

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support among Catholics was already bleeding

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out even before the Iran war started. White Catholic

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support dropped from the 60s down to 50%. Latino

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Catholic support plummeted from the low 30s down

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to just 23%. And why is that specific drop from

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the low 30s to 23 %? among Latino Catholics so

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critical. Because of the electoral map. Elections

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in key battleground states, particularly Texas

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and Florida, hinge heavily on the margins provided

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by Latino Catholic voters. Right. If the administration's

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bluster alienates this demographic to the point

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where they vote Democratic or simply stay home,

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the GOP faces an absolute disaster in the November

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elections. So just to recap the landscape so

00:12:40.110 --> 00:12:43.029
far for you, the listener, the literal military

00:12:43.029 --> 00:12:45.799
hardware is strained to the breaking point. The

00:12:45.799 --> 00:12:48.700
populist podcast base is in open revolt. The

00:12:48.700 --> 00:12:50.700
religious demographics are heavily alienated.

00:12:50.799 --> 00:12:53.179
The pressure is coming from everywhere. And now

00:12:53.179 --> 00:12:56.080
we transition to the final frontier of this perfect

00:12:56.080 --> 00:12:58.700
storm. The pressure is breaching the president's

00:12:58.700 --> 00:13:01.179
own household and his past actions are catching

00:13:01.179 --> 00:13:04.419
up with him in court. It's where the political

00:13:04.419 --> 00:13:07.259
strategy breaks down and becomes intensely personal.

00:13:07.639 --> 00:13:10.200
Let's talk about the Melania situation. Because

00:13:10.200 --> 00:13:12.679
out of nowhere, the First Lady called a press

00:13:12.679 --> 00:13:14.940
conference and gave a speech where she essentially

00:13:14.940 --> 00:13:17.779
channeled Margaret Thatcher. Yes. It was this

00:13:17.779 --> 00:13:21.440
fierce cutthroat denial of any ties to Jeffrey

00:13:21.440 --> 00:13:24.399
Epstein and Ghislaine Maxwell. She specifically

00:13:24.399 --> 00:13:27.080
released a relatively benign email addressed

00:13:27.080 --> 00:13:30.139
to G, emphasized that she didn't meet her husband

00:13:30.139 --> 00:13:32.519
through Epstein, but rather by chance at a party.

00:13:32.519 --> 00:13:36.179
in 1998, and then in a truly bizarre pivot, used

00:13:36.179 --> 00:13:39.460
the moment to plug her book titled Melania. It

00:13:39.460 --> 00:13:42.000
was a deeply unusual public appearance, both

00:13:42.000 --> 00:13:44.820
in its timing and its content. But the president's

00:13:44.820 --> 00:13:47.139
reaction to her speech was incredibly dark. What

00:13:47.139 --> 00:13:49.220
did he do? Instead of defending her directly,

00:13:49.279 --> 00:13:52.159
he posted a horrific video on social media of

00:13:52.159 --> 00:13:54.379
a Haitian immigrant murdering a woman with a

00:13:54.379 --> 00:13:56.039
hammer. Wait, hold on. Is it possible people

00:13:56.039 --> 00:13:58.259
are reading too much into this? Like posting

00:13:58.259 --> 00:14:00.580
a video about violent crime and border policies

00:14:00.580 --> 00:14:03.259
to blame Joe Biden? as a standard playbook for

00:14:03.259 --> 00:14:05.840
him? Are the sources absolutely convinced this

00:14:05.840 --> 00:14:08.179
was a veiled threat directed at his wife? It's

00:14:08.179 --> 00:14:10.419
the timing that makes the intelligence community

00:14:10.419 --> 00:14:13.539
and political analysts view it as a threat. OK.

00:14:13.620 --> 00:14:15.860
Because the White House initially claimed they

00:14:15.860 --> 00:14:17.960
had no idea she was going to give that speech.

00:14:18.639 --> 00:14:21.120
The president's post immediately followed her

00:14:21.120 --> 00:14:24.080
defiant independent press conference. Whether

00:14:24.080 --> 00:14:27.899
intentional or not, it projects extreme instability

00:14:27.899 --> 00:14:30.580
from the very core of the administration. Here's

00:14:30.580 --> 00:14:33.460
where it gets really interesting. What is driving

00:14:33.460 --> 00:14:36.240
Melania's timing here? That's the question. Right.

00:14:36.460 --> 00:14:39.360
Does she just decide to give this speech during

00:14:39.360 --> 00:14:41.620
a lull in the Iran war because she has terrible

00:14:41.620 --> 00:14:44.320
PR instincts? You know, the Streisand effect

00:14:44.320 --> 00:14:46.940
where trying to suppress or hide something only

00:14:46.940 --> 00:14:49.919
draws massive public attention to it. Or is she

00:14:49.919 --> 00:14:52.320
deliberately getting out ahead of a much larger,

00:14:52.419 --> 00:14:55.279
imminent bombshell? That ambiguity is exactly

00:14:55.279 --> 00:14:58.320
what makes the situation so volatile. And, you

00:14:58.320 --> 00:14:59.860
know, that internal instability is happening

00:14:59.860 --> 00:15:02.019
at the exact same time that the legal walls are

00:15:02.019 --> 00:15:04.740
closing in. Yeah, the civil suits. Exactly. While

00:15:04.740 --> 00:15:07.019
the family drama is playing out publicly, Judge

00:15:07.019 --> 00:15:09.539
Amit Meth had just issued a major ruling regarding

00:15:09.539 --> 00:15:12.159
the January 6th civil suits brought by Capitol

00:15:12.159 --> 00:15:15.399
Police and members of Congress. Right. The president's

00:15:15.399 --> 00:15:18.059
legal team filed a motion for summary judgment

00:15:18.059 --> 00:15:20.480
to get the whole thing thrown out before it could

00:15:20.480 --> 00:15:24.070
go to trial. Yes, and the judge denied it. Trump's

00:15:24.070 --> 00:15:26.330
legal team argued that his actions on January

00:15:26.330 --> 00:15:29.350
6, specifically the ellipse speech where he told

00:15:29.350 --> 00:15:32.330
the crowd to fight like hell, were official acts

00:15:32.330 --> 00:15:35.149
of the presidency and therefore he had absolute

00:15:35.149 --> 00:15:38.210
immunity from any civil liability. But Judge

00:15:38.210 --> 00:15:41.230
Mita made a critical distinction about what constitutes

00:15:41.230 --> 00:15:44.250
an official act, didn't he? He did. If we connect

00:15:44.250 --> 00:15:46.529
this to the bigger picture, it goes back to the

00:15:46.529 --> 00:15:48.649
Supreme Court's ruling on presidential immunity.

00:15:48.860 --> 00:15:51.620
Judge Mehta ruled that Trump's actions that day

00:15:51.620 --> 00:15:54.059
were done in his capacity as an office seeker,

00:15:54.399 --> 00:15:57.080
a candidate running for election, not as an office

00:15:57.080 --> 00:15:59.379
holder, executing the duties of the presidency.

00:15:59.700 --> 00:16:01.919
Meaning, just because you happen to be sitting

00:16:01.919 --> 00:16:03.639
in the Oval Office doesn't mean everything you

00:16:03.639 --> 00:16:06.039
do is an official presidential act. If you are

00:16:06.039 --> 00:16:07.679
acting as a candidate trying to win an election,

00:16:07.899 --> 00:16:10.139
you get no more legal protection than any other

00:16:10.139 --> 00:16:13.179
citizen running for office. Precisely. The judge

00:16:13.179 --> 00:16:16.240
completely rejected the claim of automatic immunity

00:16:16.240 --> 00:16:19.580
for candidate actions. Furthermore, the Department

00:16:19.580 --> 00:16:22.340
of Justice actually asked the court to let it

00:16:22.340 --> 00:16:24.620
substitute the U .S. government as the defendant

00:16:24.620 --> 00:16:27.539
in the case. Wait, why would the DOJ want to

00:16:27.539 --> 00:16:29.720
do that? Because if the U .S. government is the

00:16:29.720 --> 00:16:32.379
defendant, the American taxpayers would be on

00:16:32.379 --> 00:16:34.620
the hook for any financial damages awarded to

00:16:34.620 --> 00:16:37.299
the Capitol Police or Congress members, not Trump

00:16:37.299 --> 00:16:39.580
himself. But the judge said no to that, too.

00:16:39.679 --> 00:16:42.659
She did. Because the acts were deemed unofficial,

00:16:43.100 --> 00:16:46.279
personal acts of a candidate, the DOJ has no

00:16:46.279 --> 00:16:49.059
legal basis to step in and absorb the liability.

00:16:49.399 --> 00:16:52.539
The request was denied. Trump remains personally

00:16:52.539 --> 00:16:54.740
on the hook as the sole defendant. Which means

00:16:54.740 --> 00:16:56.700
personal financial ruin is on the table and this

00:16:56.700 --> 00:16:58.960
is actually going to trial. The delay tactics

00:16:58.960 --> 00:17:01.320
completely ran out and the timing of this, well,

00:17:01.500 --> 00:17:04.180
this civil trial over the events of January 6

00:17:04.180 --> 00:17:06.559
could easily be happening right as voters are

00:17:06.559 --> 00:17:08.440
heading to the polls. It is the culmination of

00:17:08.440 --> 00:17:10.619
all these systemic pressures. You have a massive

00:17:10.619 --> 00:17:12.799
civil trial regarding the attempt to overturn

00:17:12.799 --> 00:17:15.279
the last election happening simultaneously with

00:17:15.279 --> 00:17:17.220
the upcoming election. So let's bring this all

00:17:17.220 --> 00:17:19.670
together for you, the listener. We started this

00:17:19.670 --> 00:17:22.609
deep dive looking for a localized crisis. But

00:17:22.609 --> 00:17:24.990
what the sources have revealed is an administration

00:17:24.990 --> 00:17:30.579
caught in a flawless 360 degree storm. The physical

00:17:30.579 --> 00:17:33.279
mechanisms of their foreign policy are failing.

00:17:33.619 --> 00:17:35.680
They are running out of literal cruise missiles

00:17:35.680 --> 00:17:39.279
and scrambling to fund complex defense manufacturing.

00:17:40.059 --> 00:17:42.359
They are burning through years of hard -earned

00:17:42.359 --> 00:17:45.059
political goodwill, getting into screaming matches

00:17:45.059 --> 00:17:47.940
with the very podcasters who serve as the information

00:17:47.940 --> 00:17:50.680
ecosystem for their base. They are trying to

00:17:50.680 --> 00:17:53.119
bully the pope with historical threats, alienating

00:17:53.119 --> 00:17:55.200
crucial Catholic voters in states like Florida

00:17:55.200 --> 00:17:58.279
and Texas that they absolutely must win. And

00:17:58.279 --> 00:18:00.630
on top of all, that, they're facing a deeply

00:18:00.630 --> 00:18:03.309
unsettling marital standoff and a massive civil

00:18:03.309 --> 00:18:05.349
trial where the president is entirely stripped

00:18:05.349 --> 00:18:08.269
of his immunity. All of these seemingly isolated

00:18:08.269 --> 00:18:10.690
crises are hurtling toward a single point of

00:18:10.690 --> 00:18:12.650
impact, and that is the ballot box this November.

00:18:13.009 --> 00:18:15.869
And as you watch all of this unfold, this raises

00:18:15.869 --> 00:18:17.549
an important question that I want to leave you

00:18:17.549 --> 00:18:20.210
with, one that stems directly from our initial

00:18:20.210 --> 00:18:22.369
look at the military supply chain. OK, what is

00:18:22.369 --> 00:18:24.940
it? We know from the hard data. that the United

00:18:24.940 --> 00:18:27.740
States and its allies are functionally out -of

00:18:27.740 --> 00:18:30.819
-reserve interceptor missiles. The global stockpile

00:18:30.819 --> 00:18:33.940
is essentially empty. If a completely unforeseen

00:18:33.940 --> 00:18:36.519
third global conflict were to erupt tomorrow

00:18:36.519 --> 00:18:39.480
in another part of the world, a flashpoint no

00:18:39.480 --> 00:18:41.460
one is currently predicting does the U .S. even

00:18:41.460 --> 00:18:44.240
have the physical capacity to respond or has

00:18:44.240 --> 00:18:46.400
the global shield already been entirely spent?

00:18:46.919 --> 00:18:49.259
That is a chilling question and definitely something

00:18:49.259 --> 00:18:51.660
to keep in mind as we watch these headlines continue

00:18:51.660 --> 00:18:53.859
to develop and interact with each other. Thank

00:18:53.859 --> 00:18:55.539
you so much for joining us on this deep dive.

00:18:55.700 --> 00:18:57.759
We'll be back next time with another stack of

00:18:57.759 --> 00:18:59.539
sources to unpack. Take care everyone.
