

24 Sep 2026 · 46m · 10 chapters
Israel’s global standing—especially in the US—may be “on the ballot” in Israel’s upcoming election, as Prime Minister Netanyahu prepares to address the UN amid deteriorating American public opinion and potential economic/diplomatic fallout.
Amit Segal and Nadav Eyal, described as leading Israeli political analysts at ARK Media with strong insight into Western/US attitudes toward Israel. Nadav Eyal previously worked as a foreign affairs editor on Channel 10.
Netanyahu’s UN speech is mainly aimed at Israeli voters (not the UN audience) and is expected to focus on Iran, Mamdani, “Israel is winning,” and linking Netanyahu’s enemies to Israel’s enemies. US attitudes are worsening among young Americans (e.g., unfavorable views cited for young Democrats/Republicans). A scenario from FDD warns sanctions mechanisms could be redirected toward Israeli officials/companies/banks. Israel’s coalition—particularly Ben-Gvir and Smotrich—hurts US perceptions more than Netanyahu alone.
New York Mayor Zoran Mamdani’s pledge to arrest Netanyahu over an ICC warrant; Netanyahu’s intent to respond from the UN podium. Polling cited: Americans favor reducing/end military aid to Israel (Washington Post/CNN figure). Eisenkot’s campaign described as lacking a positive message; Arab parties’ better electoral coordination and new right/center parties reshaping seat math.
Written by AI. May contain mistakes.
Discussion on Netanyahu's upcoming address at the UN General Assembly and its implications.
“Every appearance or every speech of Prime Minister Netanyahu in the United Nations is first and foremost a musical which is played on Broadway, but the audience is Israeli.”
An overview of Magen David Adom and its significance in Israel's emergency response.
“Are Israelis and diaspora Jews now looking at the same problem through fundamentally different lenses.”
A deep dive into Netanyahu's strategies, public perception, and political implications in light of his UN speech.
“We're taping this on Wednesday, but this episode drops on the day that Prime Minister Netanyahu will be addressing the UN.”
Exploration of the changing attitudes towards Israel in the US and implications for Netanyahu's government.
“You don't have the same kind of images circulating in the media as you had a year ago.”
The discussion explores the rising antisemitism in American politics and its impact on Israel's standing.
“It's about parts of the American political system going to extremes.”
The guests discuss how changes in Israel's political leadership could affect its international image and relations.
“He aired a video attacking Mamdani, saying he's going to expose...”
The conversation shifts to the current Israeli elections, focusing on Netanyahu's bloc and changing electoral strategies.
“I agree that Israel's problems with American public opinion run long and deep, and they are connected to changes within the American society.”
Discussion on the implications of the Haredi draft exemption and the electoral dynamics affecting Netanyahu's position.
“And two, the Haredi draft exemption at a time that so many non-Haredi, non-Ultra-Orthodox Jews have been overstretched as it relates to their service in the IDF.”
Analysis of Eisenkot's campaign strategy and the difficulties he faces in the electoral race against Netanyahu.
“Okay, Nadav, I have been struck by Eisenkot's campaign because by my lights, it's basically a campaign without a message other than he's not Netanyahu, right?”
Amit Segal discusses the potential outcomes of the upcoming Israeli elections and the political dynamics at play.
“Now, unity government might be the solution, the solution which I support, but we have to admit that the level of trust in Netanyahu among the opposition leaders is very low, to say the least.”

Get the gist, explore an idea or ask about something said.
On Call Me Back - with Dan Senor, what are the key points of this episode?
Automatic transcript. May contain errors.
0:00Amit Segal: Quick note before we start. Big things are coming to ARK Media. Somewhere in the small gaps of time between putting out three episodes each week, we've been secretly working on something we think all our listeners are going to be really excited about. We're announcing everything live on October 5th. If you want to be the first to hear about it, RSVP to our virtual announcement event. You can find the sign-up link in the show notes. See you there.
0:27Dan Senor: You are listening to an Art Media Podcast. Every appearance or every speech of Prime Minister Netanyahu in the United Nations is first and foremost a musical which is played on Broadway, but the audience is Israeli. He grew up in America. He studied in America. He speaks with an American accent. But the America that he understands to a large extent is not the current America. If you compare it to back to 2018, Israel had a negative swing of over 70 percent against it. And of course, it's very much related to your question to Netanyahu.
1:18Amit Segal: It's 7 a.m. on Wednesday, September 23rd here in New York City. It's 2 p.m. on Wednesday, September 23rd in Israel. By the time most of you will be listening to this episode, when it drops on Thursday, Benjamin Netanyahu will be in New York to address the United Nations General Assembly. And his visit is, in some ways, a perfect snapshot of the question we want to explore today. This will be one of Netanyahu's shortest trips to the United States as prime minister. He is expected to arrive in the morning, address the U.N. in the afternoon, and leave shortly afterward without spending a single night in the United States.
1:56Amit Segal: There's no meeting scheduled with President Trump. No major meetings with Gulf leaders have been announced. The visit is essentially the speech, and the atmosphere surrounding that speech is quite extraordinary. New York Mayor Zoran Mamdani campaigned on a pledge, part of his agenda, to arrest Netanyahu when he arrives in New York City based on the International Criminal Court warrant against him. Mamdani has since acknowledged that the mayor of New York City does not have the legal authority to enforce that warrant, but he continues to say that Netanyahu is not welcome in New York. Netanyahu, for his part, has said that he intends to respond to Mamdani from the UN podium.
2:33Amit Segal: All this is happening against a much bigger backdrop, a significant deterioration in attitudes toward Israel in the United States, particularly among younger Americans. According to recent surveys, 85 percent of young Democrats and 64 percent of young Republicans hold an unfavorable view of Israel. And there are increasingly serious arguments that this could eventually move beyond public opinion and diplomatic isolation into economic consequences. A case study published last month by FDD, the Foundation for Defensive Democracies, some of whose experts we often have on Call Me Back, lays out a scenario in which sanctions mechanisms used against Iran could eventually be used to target Israeli officials, Israeli companies and Israeli banks.
3:19Amit Segal: For Jews in the diaspora, particularly here in America, Israel's standing in the world feels very immediate. It intersects with our politics, our institutions, our educational institutions, schools, colleges, with anti-Semitism and sometimes our own sense of security. But here is the tension. Is this how Israelis see it? And will it be on the ballot in the upcoming elections in 34 days? As Israel's global standing is becoming a more urgent subject of discussion, Netanyahu's political position at home has improved. He is still short of a governing majority in the polling, but the movement in the polls over the past two weeks has brought Netanyahu considerably closer to at least denying his opponents the ability to form a government.
4:03Amit Segal: The opposition remains divided, and new parties on the right have complicated the electoral map. What would another Netanyahu government mean for Israel's standing in the world? Are Israelis and diaspora Jews now looking at the same problem through fundamentally different lenses. To discuss all of this, we are joined by ARK Media contributors Nadav Ayel and Amit Segel, two of Israel's leading political analysts who also have a real sense for attitudes towards Israel over here in the West. My conversation with Nadav and Amit right after this short message.
4:40Amit Segal: In the United States, if there's an emergency, you're dealing with several different systems. One organization runs the ambulances, another handles disaster relief, a third manages the blood supply. In Israel, it's one organization, Magen David Adom. MDA is Israel's national emergency services system. It's mandated by the government, but it is not a government agency, which means it runs on philanthropy. Most of Israel's ambulances were paid for by generous donors from around the world. Something else worth knowing, MDA's medics are Jewish, Muslim, Christian, and Druze. serving Israel's entire population, regardless of religion, nationality, or ethnic background.
5:20Amit Segal: In a country that argues about almost everything, that diversity is sacred. You can support their important work at afmda.org forward slash call me back, or follow the link in the episode description.
5:39Amit Segal: Amit Nadav, thanks for being here. Thanks for having us. Thanks for having us. Okay, Amit, I want to start with you. We're taping this on Wednesday, but this episode drops on the day that Prime Minister Netanyahu will be addressing the UN. So I guess my first question is, what do you expect to hear from him? And then I want to talk about who you think he's speaking to.
5:56Dan Senor: First and foremost, every appearance or every speech of Prime Minister Netanyahu in the United Nations is first and foremost a musical, which is played on Broadway, but the audience is Israeli. which means and especially when it's only 33 days prior to the election let's say the audience is israeli and it does it it less matters for netanyahu how the reception will be in the u.n assembly general assembly but more in israel that has always been the case that has always been the case with prime minister netanyahu actually i think the only country on earth in which the leader's speech at the UN General Assembly is important, becomes a national event, is Israel.
6:39Dan Senor: And it has begun, as I understand, around 2009, when Netanyahu is back in the prime minister's office. And I don't have to remind to the audience how important, crucial the level of English speaking is for the Israeli electorate. Many political careers of Israeli politicians had been brought to a violent end when the level of their English was exposed to the public. So Netanyahu, one of Netanyahu's raison d 'etre is his English level. It's way better than Eisenkotz or Lapid's, and he is going to play it. However, I'm not sure it's as important as it used to be. Why? For many reasons. One, the Israelis are no longer very affected by speeches, especially after October 7th.
7:28Dan Senor: Second, the timing. It's Thursday, 9 p.m. in Israel between one holiday and the other.
7:34Amit Segal: Between one holiday and the other, just so our listeners understand what we're referring to. So Yom Kippur just ended and this is the next holiday to come in is Sukkot.
7:40Dan Senor: And there are 150 ,000 Israelis abroad and hundreds of thousands more on vacations.
7:48Amit Segal: This fall period where you have this crush of Israeli holidays is equivalent to like the United States during Thanksgiving or the United States around the Christmas holidays where in Israel, most Israelis are kind of checked out.
7:59Dan Senor: Absolutely. And the ratings are quite low in Israel. And because we're on the election trail, I mean, people are more immune to the impacts of speeches because they see not only the prime minister Netanyahu, but the candidate Netanyahu as well. That's why I wouldn't overestimate the impact of the speech. Having said that, Netanyahu is promising some surprises in this speech. Usually it comes with props. In the past, it was the cartoon of the bomb and before that the plans of the Auschwitz concentration camps. So I guess it's going to be somewhere around this area.
8:38Amit Segal: In terms of themes, any big themes? I mean, you're alluding to them right now, but any big themes that you think you'll articulate? Specifically, he's previewed that he's going to talk about Mamdani from the podium.
8:49Dan Senor: Mamdani, Iran. He's going to say, we are still fighting. Israel is winning. we rose up on October 7th and he's going to connect Israel and himself, of course. So anyone who is Netanyahu's enemy is Israel's enemy as well and vice versa. So it's going to be a speech focused on the swing voters in Israel, those who see Netanyahu as accountable for the October 7th massacre and responsible and accountable too for their successes post-October 7th. Now, those are the voters that have hard times to decide between this fact and the other. And more important than this, I have to say that every framing of the election around security, diplomacy, terrorism, etc., etc., is way better for Netanyahu than the Achilles heel of his entire election campaign, which is the ultra-Orthodox alliance within his coalition.
9:47Dan Senor: So for Netanyahu, every day focused on the UN, Gaza, Hamas, even October 7th is better than the alternative.
9:56Amit Segal: Okay, Nadav, Netanyahu is arriving at the UN at a moment when both his standing and Israel's standing in the United States have shifted dramatically. Now, the shift has been going on for a while, but it's definitely gotten a lot of attention recently. There's been a whole bunch of polling out that has ignited a bunch of headlines on this topic here and obviously inside Israel. So how do you explain that shift in attitude towards Israel and the prime minister? And what are the implications for his visit? First of all, as to the implications, Dan, you said it yourself. This is an extremely short visit.
10:32This is not the type of visit that Prime Minister Netanyahu would have wanted to see. Now, I'm not sure if there's not going to be an ad hoc meeting between the prime minister and between President Trump somewhere around the UNGA, the United Nations General Assembly. This might sort of assemble itself spontaneously speaking. And I'm sure that the prime minister people are trying to get this done. But I'm not sure that the president is going to basically go for it at this moment. And if you look at the polls, something amazing and very troubling, I'm using amazing, although this is a positive word in English, but it's extremely not positive for me as an Israeli.
11:08It's been happening with public opinion in the US. And you just need to look at the numbers. So since spring, even though most of the war in Gaza has stopped, we're not fighting the same war. You don't have the same kind of images circulating in the media as you had a year ago. Israel's position, net favorability of Israel, has dropped, according to Poo, in 23%. According to Fox News, 11%, Ipsos 10%. Today, according to the Washington Post polling that was quoted by CNN, 55 % of Americans are saying that the U.S. should reduce or end its military assistance to Israel. And there is practically no difference between college grads.
11:54Okay, there is some difference between college grads, which think more of that, but also non-college grads, that there are 51 % who say that. If you compare it to back to 2018, Israel had a negative swing of over 70 % against it. And of course, it's very much related to your question to Netanyahu. Look, Dan, there's no easy way to say this. Netanyahu has basically refused during the war to articulate any positive day after in Gaza. And by that, Israel has allowed war's images to define Israel in American minds. Now, there's no doubt that he understands large chunks of the American society, that he's connected.
12:37He grew up in America. He studied in America. He speaks with an American accent, but the America that he understands to a large extent is not the current America. It's a very Republican, white, Christian America. And while this is a very important part of America, and historically this is America, it's not the current America. And what you're seeing actually is that he has placed a bet, spending two decades on Israel being part of a political side in the United States. And there's no surprise that this is what is happening right now. Israel has already lost Democrats to a large extent, and now it's starting to lose Republicans.
13:20And because of that, his visit is a testimony to Israel's position there. I just saw a tweet by Brad Sherman. It was heavily quoted, Congressman Brad Sherman, was heavily quoted by an Israeli press, basically saying, look at the data. And he says that as a friend of Israel, one of the last few friends that Israel has within the democratic establishment in Congress, you, Israeli media, should translate this and make this message go to every Israeli. And his message there was it's because of Smotrich and Ben Greer incorporation and the way that the Netanyahu government is conducting itself. Now, I want to say something.
14:00It's not only about that. It's about parts of the American political system going to extremes. One part, definitely with the Democrats, divorcing itself from ideas of American power in the world and in the Middle East, connecting itself to post-colonialist narratives. There's no doubt about that. Anyone who says it's only about Israel is going to be extremely shallow. I presented that case, but I want to be very clear and even minded as to this. And the other side is, of course, populist nationalism, antisemitism that is also rising in the right. So you have antisemitism on the left, parts of the progressive left.
14:37You have antisemitism on parts of the right, nationalist right now rising. and this also contributes together with conspiracy theories to Israel's collapse in public opinion in the United States right now.
14:51Amit Segal: Nadav, I just, before I bring Amit back in, I do want to push back on one point, which is you cited Brad Sherman and I noted the same and observed his tweets. Maybe we should include them in the show notes or link to them in the show notes because they were important. But I think what is striking, what Brad Sherman doesn't say in his tweets, which is what I think is really going on and I hear this directly from friends of mine who are pro-Israel Democrats, members of Congress, mainstream Democrats, is the safest space for them to be in right now is pro-Israel but anti-Netanyahu because they're pro-Israel, but they need a space in the Democratic Party which has become so hostile to Israel.
15:28Amit Segal: So how do they strike a balance between being pro-Israel and dealing with these forces within the Democratic Party? And as you and I are talking about right now, even beyond just the Democratic Party. And that place is to say, no, no, no, we are hostile to Netanyahu. He's the problem, but we still hug Israel. And that is to me like a temporary space, the quote unquote safe space for I think pro-Israel Democrats right now. The question I have though is if Netanyahu is no longer in the seat, if Netanyahu is no longer prime minister, because when I asked these pro-Israel Democrats this question, do you really think things are gonna change that much?
16:02Amit Segal: Some believe yes, some concede no. I mean, if you look at the case against Israel on genocide, the ICJ case against Israel on genocide, when South Africa filed its case against Israel on genocide. It was December of 2023, a mere month after October 7th. So it wasn't during this rage of, quote unquote, unending settler violence. It wasn't during this period that Ben Gvir was running around Israel and the images over here in the United States of him wanting to put all the Palestinian terrorists in a noose. It was none of that was actually going on. All the focus of the world was on Israel's immediate response to the war.
16:41Amit Segal: And that's when the genocide craze kicked off. And you used your point of comparison 2018. I think the interesting polling is to look at like where Israel was positioned in public polling in the months after October 7th relative to today. And I think the decline began once there was this endless barrage of charges of genocide. So I'm very briefly going to respond to that. I think you're absolutely right to point out, Dan, that first of all, Israel's problem with its position in the U.S. is much wider than Netanyahu. So blaming everything on Netanyahu in that sense would be, again, superficial on the one hand.
17:18But it's Israel's friends in Washington and what I say everybody knows in Washington that are saying it's all Netanyahu. It's Israel's friends, as you said, Dan, in the Democratic Party who say it's the Netanyahu government. I'm listening very carefully, even with Bernie Sanders, who's definitely against military aid to Israel right now, says he speaks about ending military aid to the Netanyahu government. So he's allowing himself maybe not to go through the full circle of saying, I'm going to cut off every aid to Israel in the future. So by confining it to the Netanyahu government, it's Israel's friends who are trying to save themselves.
17:59Now, if you look at the conversation online, on X, many other platforms, what's the conversation there? I'm talking the American conversation is between people who despise Israel so much, who indict Israel to the extent that they're saying it's not about Netanyahu. I get that with these comments. It's not about Netanyahu. It's your spin. It's the Israeli spin to say it's about Netanyahu. It's about the country. They're trying to indict the entire country in that sense. Now, just to your point about the American public, right now, young Republicans are polling as to Israel very much or very similarly with the trends that young Democrats had a couple of years ago.
18:38And this should worry us enormously. One final sentence about that, which is the obvious sentence. If you ask senior people within the Israeli political sphere, defense administration, wherever, I need to be absolutely clear about that. the U.S. support for Israel on many levels, not only the military aid, or mostly the military aid, is essential to its security. It's essential to its existence. And the sentence you keep on hearing is that Israel cannot survive without the support, the active support of the United States. And you hear that sentence again and again.
19:14Amit Segal: Before I bring Amit back in, just very briefly, does any of this have implications for what Netanyahu does in his address to the U.N.? No, not really, because he's going to have a campaign speech, as Amit said. By the way, take a look at what Netanyahu did before that campaign speech. He aired a video attacking Mamdani, saying he's going to expose... As he was leaving Israel. He's going to expose Mamdani or facts about Mamdani. He said it in English. Mamdani is attacking Netanyahu. You and I spoke about this a week ago. I told you, and we're speaking on the sidewalk in New York, and I told you if Netanyahu can stage a march on City Hall in the center of New York, Protesting Mamdani, just a one-man protest, would be the best thing he could do for his campaign.
19:55He's picking up this fight, but this is a classic example. Is this good for Israel's allies, a few allies it has left, that Netanyahu would pick up a fight with Mayor Mamdani?
20:05Amit Segal: Yeah, that's a fair question. Amit, I want to come back to something you've argued in the past, that in Israel's political system, this issue barely counts. This issue of how Israeli politicians perform, how they perform on the international stage, how they perform in English. You referenced this earlier, it's just not the same. When it's described as a security threat, the way Nab just did, it gets more attention, but otherwise it just doesn't get the same attention. But to diaspora Jews, how Israel presents itself is considered an area of vulnerability or an area of threat or just a real problem.
20:40Amit Segal: I mean, it's diaspora Jews. I'm just telling you, like I sit around Shabbat dinner conversation tables, I speak at events, I get these questions all the time. The way the Israeli government, the way certain ministers in the Israeli government present Israel to the world has big implications for us living over here.
20:55Dan Senor: Do Israeli voters understand that? Yes, more than in the past, less than it should be. I don't want to insult Nadav here, but Nadav used to be the foreign affairs editor on Channel 10. I think this is the most miserable job in the Israeli press because I want to explain what foreign news or international news are in Israel. If you are the correspondent in London, like I was in Nadav, so reports from London are what Brits think about Israel. The Israeli singer arriving in London, the Israeli football team playing in London, etc, etc. OK, the same applies for the United States. So the moment it is going to cross the door, the barrier from foreign affairs to domestic affairs is the moment when, for instance, the next administration is not going to veto a UN resolution against Israel, thus sanctioning various banks and the companies, etc.
21:56Dan Senor: But then it's going to be too late. So I do think there is an understanding of the severity of the problem. I see more coverage than in the past. However, I'm not sure that Brad Sherman's words were heard by more than a bunch of Israelis. And I think they should be. We did have like push notifications, which was very interesting by every major news group in Israel. About Brad Sherman? Yes. About Brad Sherman's warning. And you know what? I'm going to say something that Amit will, I think, agree with. I think that these push notifications had a lot to do with the fact that it was very critical of Netanyahu.
22:34and it's an election season. Absolutely.
22:36Dan Senor: And yet, if you ask 100 Israelis in the streets of Jerusalem or Tel Aviv who Brett Sherman is and what has he just said, I guess that 98 out of them will say, I have no idea. But the severity of the problem grows and grows. And I agree with Nadav that it's quite awkward. It cuts both ways when both Israelis and anti-Israelis claim that it's not only Netanyahu. For instance, as someone who supports strong military activities in Gaza, Syria, and Lebanon, and of course, Iran, I don't think that had Eisenkot or Lapid or Bennett been in office, something would have been different. However, since we know that Netanyahu is considered in the United States as the first Republican Prime Minister of Israel, Israel's Prime Minister from the Republican Party, so I think someone else would have eased the pain.
23:34Dan Senor: Not more than this. I'll add something more important. I think it has more to do with the coalition than with Netanyahu himself. And I'll explain. I do think that if the next coalition is going to be a unity government, even if led by Netanyahu, it's going to be very different than a coalition in which Ben-Gavir is a senior member of the government and a senior minister, someone that speaks out loudly the second most or the third most famous Israeli after Netanyahu and Gal Gadot. I do think that a unity government might change a bit the route to which Israel goes.
24:11Amit Segal: Nedav, I mentioned in the introduction, FDD recently published a case study that forecasts a financial tidal wave against Israel. It argues that the sanctions mechanism originally built to strangle the Iranian government, actually, ironically, could be turned against Israel. Do you think that a change in Israel's leadership could change that trajectory that FDD is sounding the alarm on? I think it can. I think it can. And let me explain why. I agree that Israel's problems with American public opinion run long and deep, and they are connected to changes within the American society. They are connected to a desire of some sort of isolationism that you see both on the left, on the far left, and not so far right.
24:57So there's a bunch of issues there. But here's the thing, Dan. This government is toxic. having Benvir as a minister responsible for the police, you go through Jewish communities. I do this sometimes. Amit does this sometimes. That's usually the second question. First question is usually about the war. Second question is about the violence in Judea and Samaria, in the West Bank. And it's substantial. A leader who governs with Benvir and Smotri shouldn't be shocked when Americans starts judging Israel by the company that he keeps in government. So, yeah, absolutely, you can have tremendous advances as to Israel's position, or at least stop the collapse, hold the collapse, if you make some changes there.
25:45And we spoke about these changes. First of all, Israel needs to be out of the news cycle. Secondly, the decision as to the war with Iran, one of the first things we said on this show, we said this on this show, how will this influence Israel's position in the United States that for the first time Israel basically pitched a war and participated in a war with the United States? Will it play well for Israel? And some of us were very troubled about this from day one, that this would be used by rivals of Israel, by Israel haters, and frankly, by anti-Semites. I talked about this blood libel as to the Iraq war, right?
26:25That Israel somehow pushed for the Iraq war. It's a blood libel. It's not blood libel to say that - It is, just so we're clear.
26:31Amit Segal: I mean, it is factually incorrect. It's a blood libel and there's nothing to it. I was involved. I worked in the Bush administration. The prime minister's run was warning against the US getting involved with Iraq. Exactly. And you have, you know, Walden Meir-Shamer and all the rest, which gave like credence, academic credence to that. Well, it's not a lie to say that Israel, you know, had a presentation in the White House explaining why we should fight a war against Iran together. And now this is being used by Israel haters all across the field. So there are steps to be made. You know, when the stock price is in such a low position and management looks like Ben Greer and Smartwich, then there are easy things that you can do in order to at least have the chance of improvement.
27:15Amit Segal: Okay. I want to shift now to developments in the election because we have been getting a lot of questions And obviously, we're following quite closely the day-to-day developments in elections as it relates to the various campaigns. I mean, over the past week, Netanyahu's bloc, and when we say his bloc, we mean the Likud, which is his party, and then the other parties that at least have been able to populate his current government. Whether or not they would all serve with him in a future government remains to be seen. But if you add up the various players that are in his current government or those that we assume would be in a future Netanyahu government, that block has gained some momentum, which has been surprising because as you and I have talked about, Amit, the two issues that Netanyahu did not want this election to be about was the third anniversary of October 7th, therefore anchoring a debate about who was responsible for October 7th.
28:05Amit Segal: And two, the Haredi draft exemption at a time that so many non-Haredi, non-Ultra-Orthodox Jews have been overstretched as it relates to their service in the IDF. And then they're overall feeling stretched economically. These are the two issues Netanyahu did not want to be central to the election campaign, and they are. And yet it seems like he's gaining momentum. So what actually is going on? How would you describe the current state of the race?
28:30Dan Senor: Okay, so there are three changes that happened. One is that the Arab parties actually organized themselves in a better electoral structure, which actually increased their power.
28:42Amit Segal: The three political parties that are Israeli Arab parties. Exactly. Running in the Knesset. They organized themselves. What did they do?
28:49Dan Senor: We now have only two parties rather than three in the past, which means that the more their power is increased, the electoral power of the Zionist opposition is decreased. Why? Because, I mean, proportionally speaking, if the Arab parties get more seats, it necessarily means that the other Jewish parties get less seats. Thus, putting the Eisenkot farther from the 61 seats that he desperately needs.
29:16Amit Segal: So just so our listeners understand, you're saying the Arab parties gaining strength comes at the expense of what we will call the Eisenkot-led bloc, which is the opposition bloc. It comes at his expense, which therefore the quote-unquote right-wing bloc is a beneficiary of the Arab parties growing in strength. Yes.
29:35Dan Senor: And we have two new parties. One is the right-wing party, led by Ofer Winter, the former ADF commander. And one is a center party, a weird mixture of reservists and, in my opinion, lunatic populist professor for economy. And they passed the threshold, at least meanwhile.
29:54Amit Segal: Meaning they passed the threshold, meaning they're performing well enough to get into the Knesset.
29:57Dan Senor: Yes, thus shrinking the opposition, which is the real thing that happened. In each and every poll in Israel, we do not see an increase in the power of the coalition. We do see, however, a decrease in the electoral power of the opposition, which puts them very, very far away from 61 seats needed to have a stable government sworn in. If Netanyahu prevents Eisenkot from having a new government sworn in, it necessarily means that Netanyahu is still a prime minister, even though in a transition government. And it worked for him in the past. He exhausted between 2019 and 2020. He exhausted Benny Gantz in three consecutive election campaigns, then talked him into his rotation government.
30:48Dan Senor: And I think the same is going to happen here. If the election are going to end up exactly as the mainstream media polls show, it necessarily means that either Israel is going again to the polls with Netanyahu as a prime minister in transition or that Netanyahu is going to form a coalition with the other side. I think those are the two most probable options. And that's why when I see in Polymarket that Eisenkot still scores something like 51 % to Netanyahu's 28 or 29, I would say that they overestimate Eisenkot's chances and underestimate Netanyahu's chances.
31:27Amit Segal: OK, but just understand, you said there are three things going on. One, the strength of the Arab parties have come at the expense of the second. Second is the new right wing parties, the new smaller center right right wing parties that give a place that's important because for those voters that can't stomach voting for Netanyahu and Likud but are still right wing, it gives them a place to go so that Netanyahu ultimately is the beneficiary of those votes. but yet creating a space for them not to actually vote for Netanyahu, right? Is that what you're basically saying?
31:57Dan Senor: Exactly. And the third thing is that Netanyahu has lost control, that the opposition has lost control over the agenda of the election campaign. I haven't heard the name Haredim or the Haredi issue over the last few weeks. It's only about security, diplomacy, and the alliance, the alleged alliance between Eisenkot and the Arab parties. Now, I think it emanates less than Netanyahu's abilities in running campaigns, which, in my opinion, have decreased significantly over the last few years. But first and foremost, from mistakes of, in my opinion, very stupid mistakes made by the opposition. When Eisenkot says publicly under his name that he is going to form a minority government with the Arab parties abstained, I mean, it necessarily drags the entire discourse towards the question of do we really want a coalition based on the Arab parties?
32:56Amit Segal: Yeah.
32:56Dan Senor: People are not in the details. And that's I think it's a grave mistake made by Eisenkot.
33:01Amit Segal: We'll be right back after this short message. I want to tell you about the organization sponsoring this episode, Magenda Vida Dome, Israel's National Emergency Services System, which runs Israel's entire national blood supply. Years ago, they realized that a national service needs a central infrastructure, and Israel's blood supply must be kept safe no matter what. So they built an underground facility. The Marcus National Blood Services Center in Ramla was designed to keep working through missile chemical and biological attacks and through natural disasters. It was completed before October 7th, at a time when three stories underground struck a lot of people as more than anyone would ever need.
33:45Amit Segal: Nobody knew what was coming. MDA built it anyway. During the war with Iran, MDA moved its entire command and dispatch operation underground. Every ambulance in the country was being directed from inside a facility. Somebody decided to build years earlier. That decision was made possible by donors. Help fund emergency response at afmda.org forward slash call me back.
34:14Amit Segal: And we're back with Nadav and Amit. Okay, Nadav, I have been struck by Eisenkot's campaign because by my lights, it's basically a campaign without a message other than he's not Netanyahu, right? His message to me, and you're closer to this than I am, so I'm going to ask you this question, but from my vantage point, the message of Eisenkot is I'm a better man than Netanyahu. I'm a better character than Netanyahu. I'm not Netanyahu. And we can explore layers and layers of what that means. At least in a U.S. context, I follow campaigns in the U.S. much closer than I follow campaigns in Israel. But But to me, that rarely works.
34:52Amit Segal: You're basically handing whoever you're running against to kind of frame the issues and the themes and the question that the campaign or the election is answering. And that's the jam that Eisenkot is now in. Do you agree with me on this? And if so, or if not, there's some problem. So what do you think Eisenkot needs to do? Well, first of all, I agree. I basically asked the Eisenkot people a month and a half ago. They were at the peak of their polling and everything looked wonderful. But people who understand politics and yourself and Amit and me have been sort of hovering around politics for many years understand that you don't see in the polls right now what people who know politics or understand politics see at the moment.
35:35Polls are typically true for today, but it takes time for crisis to be actually exposed. And this gap of what is the Eisenhower campaign was something that people could see early on. Now, there is a campaign, for instance, conscription. So if you're asking, what's the essence of the campaign? The essence of the campaign is I'm going to form a normal government and we're going to have a conscription for all, but I'm going to be more lenient towards the ultra-orthodox. He's more lenient than the other change blocs. He's traditionalist. He has a list that is relatively conservative, Dan. I don't think that you're exposed to it.
36:13It's a more conservative right-wing list than the one that Naftali Bennett has. So Eisenkot has a more right-wing list of members of Knesset, plausible members of Knesset, than Bennett has. So he conducted the list. He has very popular people there, important people, people like the mother of Anir Shapira, who is really the hero.
36:34Amit Segal: Anir Shapira was Hirsch Goldberg, Poland's best friend. He was killed on October 7th in the shelter where Hirsch was taken hostage from. Where he heroically threw grenade after grenade out of the shelter, sacrificing his life. He has Elisaf Peretz, whose both of his brothers were killed in action. He has Khilid Rupert, who's considered a very popular politician. So there's a bunch of things happening there. But the messaging is off because, as you said, Dan, there is some negative campaign. But what are you promising to these Likud voters that you want to hold to that have supported Netanyahu in the past?
37:13What are you giving them? And that was my question to the Eisenkot people a while back. Now, Eisenkot is going to start his campaign after the Netanyahu speech sort of evaporates from the public discourse, which will be probably Monday. And then Eisenkot is going to make some moves, significant moves in his campaign. And by moves, I mean, think about Ehud Barak promising to leave Lebanon in a year back in 1999 before he won the elections against Netanyahu. Think about Barak offering a conscription law back in 1999. So these are real moves of campaign. And Eisenkot, as you said, Dan, has not done them.
37:53And I think he didn't offer anything substantial. I'll give you one example that is provocative. OK, I'm not sure he should do that. But he could have said, look, I'm going to form a government with Netanyahu. I'm going to be the prime minister. Netanyahu is going to be the alternate prime minister. It's possible. And I want Netanyahu in my government. Now, should he do that? I'm not sure. Can he destroy his campaign? Maybe. I have no idea. But it's an act of campaigning. That's what I mean. And he's not doing anything like that at the moment. And that's a bigger problem. Now, I agree totally with Amit.
38:25This could lead Netanyahu to denying his rivals a victory, but not forming a government himself. I just want to add something really important. I suspect that if there's going to be more than 62, 63 seats against Netanyahu in the Knesset, I've said this before on this show, even if 10 of these 62, 63 majority are going to be Arab members of Knesset from non-Zionist parties, there's going to come together a plan in which Netanyahu is not going to be the prime minister of an interim government. So if there is a majority against Netanyahu in the Knesset, in the next Knesset, they're going to replace the Speaker.
39:00This is for sure, Amit will agree with me. They'll replace the Speaker immediately, which is significant, the Speaker of the Knesset. And I suspect that Eisenkot will say, let's form a government any way we can. And I'm immediately calling for an election. I'm the head of the interim government. If there is a majority against Netanyahu in parliament, okay, it's more plausible that Eisenkot would be the prime minister during that majority leading to an election while he is the prime minister. Okay, he doesn't have the votes. Amit is going to say he doesn't have the votes.
39:35Dan Senor: No, no, no. He's going to have the votes. I agree with Nadav. And I would like to explain the dilemma, the cruel dilemma that the election results might pose to Eisenkot. Let's say that he achieved more seats than Netanyahu, but he's short of 61. And the entire opposition from the Arab parties to Liberian and everything in between is more than 61. He has two cruel options. One is to go again to the polls without forming a new government, without swearing in a new Knesset speaker. And then voters might say, you failed once, we don't want to vote you again. The other option is to do what Nadav has just explained, which is to say, I'm going to have a government sworn in, a minority government supported from the outside by the Arab parties.
40:23Dan Senor: Here is the contradiction. On one hand, he is going to be the prime minister on the campaign trail. On the other hand, he is going to plea guilty in the worst accusation ever made in Israeli politics, cooperating with the non-Zionist and anti-Zionist Arab parties. So the quid pro quo is quite complicated here. I would say as an advisor to Eisenhower that it's the gravest mistake is to have a minority government based on the support of the other parties, because then Netanyahu is really going to win an outright majority. Part of the support for Eisenhower today comes from right-wing voters who do not want under any circumstances post-October 7th to have a government supported by Ahmad Tehbi or by Balad, the extreme pro -Palestinian party.
41:14Dan Senor: And that's the dilemma. I'm not angry of Eisenhower, and I think he's going to face it in five weeks from now.
41:21Amit Segal: Okay. And Nadav, I know you have to go. Do you have to drop or do you have time for one more question? No, no, I have to drop. Okay, we'll let you go. Amit, stay on for two more minutes.
41:29Dan Senor: I'll answer for him. I'll give my most dovish possible way. I'm sure Amit will represent me well.
41:34Amit Segal: He will represent you very well. Nadav, it's your nightmare. All right. Have a good morning, Nadav. Amit, I guess I'll wrap with this. If the elections were held today, resulting with what the current polls predict, what would be the most likely outcome of this result?
41:50Dan Senor: I would say that my assumption is that Israel, under these circumstances, is going to face another round of election in April 2027. Why? Because Netanyahu will be significantly short of majority, and so does Eisenkotter-Liebermann. Now, unity government might be the solution, the solution which I support, but we have to admit that the level of trust in Netanyahu among the opposition leaders is very low, to say the least. They are not members of his fan club, to say the least, and they do not trust him. On the other hand, he will not agree to be the second prime minister in the second part of the term, in the second half of the term.
42:29Amit Segal: Meaning if they agree to a rotation where different party leaders serve as prime minister, he will only agree to that if he's in the first rotation.
42:38Dan Senor: Eisenkot is not going to agree that Netanyahu will be first because Netanyahu failed to actually hand over the prime ministership to Gantz in 2020 under the same circumstances. So they do not trust him. And Netanyahu will never agree to be the second because he doesn't want to clear the air during AOC's term or J.D. Vance's term and let Eisenhower enjoy the fruits of the last two years of President Trump. And that's why I'm very, very pessimistic. But we have to give one warning sign. There is a stream of polls conducted mostly by Channel 14 and Channel I-24, Israel's Newsmax and Fox News-ish.
43:16Amit Segal: Channel 14 is considered very much like the right wing editorially channel and I-24 is the English language.
43:22Dan Senor: Wall Street Journal. It's like the Wall Street Journal. It's a center right leaning. And they do not share the same sentiment, I would say, in a very British way. But those polls predict Netanyahu an outright majority of something like 61 to 64 seats. So if they are right and the mainstream media polls are wrong, it necessarily means that Netanyahu is going to have his seventh term as the prime minister. And we have to bear it in mind. Now, I do not know who is going to be the winner. But post-October 7th and all those, you know, what we call the conceptia, I want us not to be in a conceptia that says that the results are going to be necessarily like the mainstream media polls.
44:06Dan Senor: To be honest, I really don't know.
44:08Amit Segal: Okay, but net out here, Amit, just so we're clear, Amit, you are here on Call Me Back predicting, and I usually say we won't hold you to this prediction, but we're going to hold you, we will hold you to this prediction, okay? So there's no way out. Yes. All right? You are predicting that the most likely scenario is after this election, Israelis are headed to a new round of elections. Absolutely. And that would be in April.
44:32Dan Senor: I'll put it differently. if these are the results Israel is going to have another election campaign in 2027 I'm not sure if it's in April or it's going to last for two more months because Eisenhower is going to somehow form a short living government but we are not going to see a stable government we are going to see in my opinion another round of election
44:54Amit Segal: Amit we will leave it there thank you for this as always and you represented yourself and you represented Nadav very well even though he may not feel that way Absolutely.
45:04Dan Senor: I'm sure Davud agree with me. All right.
45:06Amit Segal: Thank you. Good seeing you.
45:08Dan Senor: Thank you so much. Bye-bye.
45:33Amit Segal: More than 30 ,000 Israelis who respond to emergency calls and are paid nothing for it. I keep thinking about what that means for a donor. These are people who are not asking anyone for money. They're asking to be trained, to be equipped, to be sent. So the staff is already taken care of. What they need is somebody to fund that training, gear, and ambulance. That's a good trade. Support Magan David Adom at afmda.org slash callmeback. you
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