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PBD Podcast

28 Sep 2026 · 2h 5m · 52 chapters

Episode artwork

Trump-Xi Strike New Deal, Midterm Warning Signs & Tesla Semi Finally Arrives | PBD Podcast #863

In short

The hosts discuss a fast-moving mix of U.S. politics, foreign policy, and sports—centered on (1) Trump’s summit with Xi Jinping and the implications for Taiwan and trade, (2) Iran’s shrinking time window for oil revenue and its threats of “doomsday war,” and (3) midterm election “warning signs” for Republicans, plus additional sports and business headlines.

Guest backgrounds

No guests are identified in the provided transcript. The episode appears to be hosted by PBD (and co-hosts/participants referenced as “Tom,” “Adam,” and “Vinny”), but no external guest bios are given.

Key claims

  • Trump-Xi talks included “panda diplomacy” (two pandas named Ping Ping and Fushuang) and a claimed $30B tariff deal; the hosts argue the Taiwan issue was “not spent a lot of time” on publicly but remains unresolved.
  • The hosts claim Taiwan’s semiconductor importance makes it a critical red line and argue decoupling from China is unrealistic due to deep economic interdependence.
  • Scott Bessent is presented as saying Iran has about two weeks left before its last oil payments end; Iran’s foreign minister is portrayed as saying Iran is prepared for “doomsday war” while also demanding diplomacy.
  • Midterms: the hosts cite polling and defections as evidence of Republican vulnerability (including 17 Republicans breaking with Trump on the Iran war).

Notable examples

  • Taiwan: references to arms sales (approved $11B; pending $14B) and Taiwan’s semiconductor role.
  • Iran: “doomsday war” interview remarks; claims about oil throughput and an IRGC capture of a U.S. underwater drone.
  • Politics: “17 Republicans in close races” breaking with Trump on the Iran war; debate avoidance in gubernatorial races.
  • Sports/business: Elon Musk’s Tesla Semi arrival; multiple football incidents (USC-Oregon injury, a player peeing on an opponent, and other odd game moments).

Written by AI. May contain mistakes.

Chapters

0:45

Freestyle Music Discussion

A light-hearted conversation about freestyle music and its nostalgic impact.

“That's what's been happening this morning.”
1:12

Vladimir Guerrero's Controversial Contract

Discussion on Guerrero's contract and perceived attitude towards performance.

“Vladimir Guerrero gets a$500 million contract, and they ask him, hey, your season sucked.”
1:54

Midterm Election Insights

Exploration of midterm election dynamics and warning signs for Republicans.

“Number one, 17 Republicans in close races break with Trump on Iran war.”
2:52

Political Climate and Candidate Debates

Analysis of candidates avoiding debates and implications for governance.

“We'll show you some of the stuff for Calci.”
3:43

International Tensions: UK Arrests and China-US Relations

Updates on international incidents involving the UK and discussions between Trump and Xi.

“which is kind of apparently a big deal, is Xi offered to give two pandas to us.”
4:31

Trump and Xi's Panda Diplomacy

Discussion on the significance of pandas in US-China relations.

“We'll see what's going to happen there in the story.”
5:01

Elon Musk's Tesla Semi and Industry Impact

Insights into the arrival of the Tesla Semi and its potential disruption.

“And if they're able to do what they can do, there may be disruption in the transportation industry, which we have a lot of friends that are in that business.”
6:16

Weekend Sports Highlights

Recap of notable sports events and player performances over the weekend.

“And Besant's talking like this, super confident.”
7:31

Iran's Energy Situation and Foreign Minister's Statements

Discussion on Iran's oil situation and the foreign minister's comments.

“guys in the back, if you have the picture that Alicia gave to you with me and Brooklyn, if you have it, do me a favor and put it up.”
9:42

Trump's Meeting with Xi: Key Takeaways

Discussion on key points from Trump's meeting with Xi, focusing on Taiwan and trade.

“and you have a lot of other options to go with it.”
Show all 52 chapters
12:55

Trump's Meeting with Xi: Key Takeaways

Discussion on key points from Trump's meeting with Xi, focusing on Taiwan and trade.

“It can help you with practically anything on the web, like restoring a vintage motorcycle from a 50-page restoration block, or finally break down that long article you've had open for weeks.”
14:47

Trump, Xi, and Energy Deals

A discussion on the implications of Trump and Xi's recent meeting and energy deals.

“Well, first of all, I thought it was very, very interesting as we're talking about energy.”
23:31

China's Strategy and Future Ambitions

Insights into China's strategic intentions regarding Taiwan and global influence.

“I think it's going to be longer than that.”
28:00

China's Strategic Interests in Taiwan and Iran

Explore China's motivations involving Taiwan and Iran's political situation.

“Or do you think them having control of Iran with the Strait of Hormuz and all the oil that's moving through there, all the inventory that's moving through there.”
32:00

Iran's Oil Crisis and Political Maneuvering

Discuss the potential implications of Iran's dwindling oil resources and political strategies.

“that they have two more weeks left because they're about to get their last payment of oil.”
36:56

The State of Iran's Leadership and Military Readiness

Delve into the uncertainties surrounding Iran's leadership and military responses.

“But he did say, listen, over the last few days we've had this.”
40:06

The State of Iran's Leadership and Military Readiness

Delve into the uncertainties surrounding Iran's leadership and military responses.

“You know, our supreme leader was illegally assassinated during the last war.”
42:00

Iran's Economic Desperation and Midterm Implications

Discussion on Iran's internal issues and their potential impact on U.S. midterms.

“Well, listen, the 2026 midterms are what?”
43:14

Republican Dynamics Ahead of the Midterms

Exploration of Republican strategies and concerns as midterms approach.

“The Democrats are not just all of a sudden going to wake up and want to do a deal with you.”
45:02

The Role of the Israeli Ambassador's Gesture

Analysis of the Israeli ambassador's actions and their implications for Iran.

“average that puts the party in territory where the House is not competitive, but as soon as the Senate map starts tilting.”
47:24

Trump's Position on Iran and Nuclear Threats

Discussion on Trump's stance towards Iran and nuclear weapons.

“So is Iran just going to capitulate and just give in to our demands?”
48:29

Midterm Polling and Senate Dynamics

Examining polling data and its implications for Senate control after the midterms.

“And again, probably much of it is not political.”
50:45

Iran's Perspectives on the U.S. Midterms

Speculation on how Iran views the U.S. midterm elections and their strategy.

“That's how many it takes in the Senate to override a veto by number 47.”
53:18

Debate Disappearances and Republican Challenges

Discussion on the lack of debates in elections and its effects on Republican candidates.

“Rubio specifically said, I don't think the Iranian people understand how midterms, how the U.S.”
56:00

Debate Dynamics and Republican Strategies

Discusses the implications of debate participation for Republican candidates in upcoming elections.

“Because if he says you're a debate dodger, what are they going to say?”
1:00:04

The Importance of Competition in Politics

Highlights the necessity for political candidates to engage in competitive debates and campaigns.

“And if you sit there, you're kind of like, well, no, we have it under control.”
1:03:24

Voter Excitement and Political Messaging

Examines the need for excitement in voter bases and effective messaging from candidates.

“And if Byron can continue what DeSantis has been doing, I'm all in on that.”
1:10:00

The Republican Party's Challenges

Discussion on the state of the Republican Party and its need to engage voters.

“You do not have an excited voter base right now.”
1:11:52

Personal Reflections on Discipline

Sharing personal anecdotes about teaching discipline and future goals to his son.

“Yesterday, Saturday, Dylan had a soccer game.”
1:13:50

Earning Votes

The importance of continuously earning voter trust in politics.

“I am not attracted to entitled people that think they automatically deserve the vote.”
1:14:17

Elon Musk and the Tesla Semi

Overview of Elon Musk's unveiling of the Tesla Semi and its significance.

“The guy's standing right in front of it talking about it.”
1:17:17

Impact of Tesla Semi on Trucking

Discussion on how Tesla's innovations may disrupt the trucking industry.

“I love driving this truck because it just has so much acceleration.”
1:20:03

Economic Challenges in Trucking

Analysis of the economic impact of fuel costs on trucking businesses.

“Well, I think that this is disruption, and it's also opportunity.”
1:24:00

Disruption in the Driving Industry

Discussing the impending disruption in the transportation industry due to automation.

“Nobody comes out with a product that's, and by the way, it may fail.”
1:26:20

U.K. Terrorism Arrests Overview

An overview of the recent arrests in the U.K. related to terrorism charges.

“Next round, I want to get to is we talk about that.”
1:30:39

Discussion on Speculation and Safety

Debating the implications of addressing terrorism and public safety in the U.K.

“And the people in Dover, England are— To treat migrants better than citizens?”
1:38:01

Iran's Desperation and Its Implications

A discussion on Iran's desperation and the potential consequences of their actions.

“And so people are kind of like, hey, you know, just kind of like, you know, let's be on.”
1:38:51

Jamie Dimon's Leadership Insights

Exploring Jamie Dimon's views on leadership and communication in business.

“And, Tom, I'm going to come to you with this one here.”
1:40:49

Key Qualities for College Graduates

Discussion on essential qualities businesses seek in college graduates.

“Let's look at those four things, and then I've got something up there.”
1:42:03

Bob Chapek's Leadership at Disney

Insights from the recent podcast with Bob Chapek and his leadership experiences.

“No, this is a very simple breakdown that when you see something like this, again, the words, visible, decisive, and willing to be disliked for a decision they believe in.”
1:43:19

College Football Controversies

Analyzing recent incidents in college football and their implications for players and coaches.

“and we showed a chart of how many LGBTQ members they've had in movies and cartoons and how to stock it.”
1:48:23

The Role of Parents in Athlete Behavior

Discussing the influence of parenting on athletes' behavior and decision-making.

“and a lot of these guys want to play on Sunday.”
1:51:49

Messi's Incredible Goal

Discussion on Messi's remarkable goal and the excitement it generated.

“By the way, did you see that UFC fight with the Mexican kid, the great fighter, the Rosas?”
1:52:00

Unacceptable Behavior in Sports

Discussion on sportsmanship and the role of parents in youth sports.

“When you're in the octagon and you're on the field, you never know what's going to happen.”
1:52:44

Messi's Impact and Florida Move

Analysis of Messi's recent goal and his decision to buy a house in Fort Lauderdale.

“Billionaire soccer player who scored a goal yesterday that people lost their mind.”
1:54:49

Messi vs. Ronaldo GOAT Debate

A lighthearted debate on who is the greatest soccer player, Messi or Ronaldo.

“So who knows what the long-term goals are.”
1:56:34

Teddy Swims' Surprising Talent

A viral moment showcasing Teddy Swims' impressive singing abilities in public.

“Yeah, so this is about Boca Juniors that they're talking.”
1:58:23

Musicians Surprising Fans

Discussion on musicians performing unexpectedly in public spaces.

“Looks like it's in the UK somewhere, right?”
2:00:55

Max Verstappen's Perspective on Family

Max Verstappen shares a touching perspective on the importance of family over racing success.

“Last clip I want to show you is Max Verstappen.”
2:05:04

The Importance of Family Connections

A heartfelt reflection on family relationships and the urgency to cherish them.

“We're going to have a casting call that we'll have, which if one is open to the other one.”
2:06:00

The Importance of Time and Family Bonds

Discussing the significance of valuing time spent with family and the emotional connections that come with it.

“and tells Max to get the hell out of the car because he doesn't want to talk to him.”
2:13:07

Reflecting on Memories and Family

A heartfelt discussion on cherishing memories with family and the impact of loss.

“Humberto, I sent you a picture of the last time I took my mom out on a double date with a good friend of mine, which was your mom.”
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Transcript

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0:00Thank you. style music. I have this morning Vinny. We're listening to TKA. What do you know about TKA? Louder than Love. We're listening to Spring Love. Come Back to Me. Because I Love You by Stevie B. And who else did we play this morning? Oh, Shannon. Let the music play. Then I'll get away.

0:52That's what's been happening this morning. And Tom's looking at us like what the hell are they talking about? I'm just doing Doing bong hits. Listen to you doing bong hits. So if you know freestyle, and if you're above 40 and you listen to freestyle, put the best freestyle songs below. I want to see what you put up there. And we've got a lot of stories to cover here today. One of them is, and you guys don't even know, Vladimir Guerrero gets a$500 million contract, and they ask him, hey, your season sucked. You went to the World Series last. You almost won the whole thing. You guys kick off game seven with a three-run home run.

1:25You're supposed to beat the Dodgers. and he has a horrible season, gets a half a billion dollars, and he says, they didn't pay me for what to do this year. They're paying me for what I did before. What a shitty attitude. What a horrible attitude to act like that. And it was my favorite World Series I ever watched. Anyways, we'll talk about that. And then we got some sports stuff we'll talk about. We got the midterms. There are so many stories about midterms. I don't even know which ones to put, so we got a category that just says midterm warning signs. And by the way, the warning signs are all for Republicans.

1:56Watch this. Number one, 17 Republicans in close races break with Trump on Iran war. That's a problem. Let's see what happens there. Midterm candidates are dumping debates. 21 out of 36 gubernatorial races may not have a debate. The new thing to do is let's not debate, right? In a society of freedom of speech, let's not debate. Let's not sit there and debate issues. I don't want to talk to the other person. Let me get this straight. If you don't want to sit and talk to other people to get deals done, How the hell are you going to be a person that's getting deals done when you become a governor?

2:29How do you give me the reassurance to know you're going to be able to do that? I don't know about some of the things they're doing right now with these governors, even if it's Republican or Democrat. I publicly call them out. I think it's a horrible, too cool attitude of I already got it. It's done. We're going to win. And then when you lose, then what's going to happen? Anyways, I'm not happy about that, but we'll talk about it. Democrats hit with a plus nine in polling average. Biggest lead of the cycle. We'll show you some of the stuff for Calci. You got to see what people are saying with Calci.

2:57And it's not looking good. Florida Republicans are bracing for the worst results they've had since 2018. Vibes return. Worse since 2018. We'll address that. Bill Maher says the president is the effer on and find out president. It's a good clip. U.K. police arrest five men who were trying to attack a base that has 125 U.S. soldiers and bombers. B1, B2, and a farmer pack called their 999, it's our 911, and was like, I saw 8 to 10. They caught 5-3 white vans. They evacuated the whole freaking neighborhood and wait until what the news was reporting. We'll talk about that. We'll talk about that. And then Trump and Xi visit.

3:40Apparently there was a lot of things talked about. One of the things that was talked about, which is kind of apparently a big deal, is Xi offered to give two pandas to us. And I'm being, one is a male, one is a female. They're both born in 2020. One is called Pink Pink. The other one's called Fushuang. And I'm not even kidding with you. These are the names. And apparently some people believe that pandas are not even real animals because all they want to do is eat all day and not mate. They don't mate. The reason why they're going extinct is because pandas don't mate. And so some are saying maybe China created this 150 years ago as a way to spy on others.

4:14Anyways, they gave us two pandas, which is, I guess, a big celebration. It's China's way of saying, Tom, we want to do a deal with you. That's their way of doing it. Okay. when they give you a couple pandas. But apparently there was a bunch of other things that, you know, hey, they're welcoming 100 ,000 soldiers, you know, a bunch of other things that we'll get into. Trump asked, gee, do you need some military weapons? Do you need help with anything? So we'll see. We'll see what's going to happen there in the story. Elon comes out and shows the semi truck, and the trucking industry is like, wait, are you kidding me?

4:45So the trucks, the semis that we've been waiting for nine years, it's finally here. It validates that even the smartest guy in the world, Everything you try to do in life is 10 times harder than you think, and it takes a lot longer than you think it does. But the semi-trucks look ridiculous. They look great. And if they're able to do what they can do, there may be disruption in the transportation industry, which we have a lot of friends that are in that business. Then this weekend, football, you got this USC player, tackles Oregon's quarterback, knocks him unconscious. The guy has to get a stretcher, come out, and he's celebrating.

5:22The teammates are saying, what are you doing? And a player from Texas sacks the quarterback, goes and pees on him. Yeah, crazy. Teammates are like, what the hell are you doing? Okay, and in the meantime, Joe Burrow loses the ball. They should have won the game. Dallas Cowboys, good for Baltimore Ravens. What a victory they had. And Josh Allen gets another run, another rushing touchdown, and Trevor Lawrence decides to stop on a one-yard line. Nobody has a clue why. A bunch of weird things happened yesterday with football. Don't forget about the Giants, though. Oh, listen, six times two is 12. Exactly.

5:51I never forget that six times two is 12. James Winston, baby. Shut up. You're right now. Famous James. Every time I love him, but every time I watch James Winston, all I think about is my math has got to get better. You just step it up. He said six times two is 12, and we're doing it for our guy, Dart. We love you, Winston. But seriously, we're rooting for you. Hook him up with Terrence Howard for the math. Math off. That would be great. And then we got a few other cool stories to talk about. Besant says Iran has two more weeks until their last shipment of oil brings them revenue. After that, they have nothing going on.

6:25And Besant's talking like this, super confident. And then the foreign minister, Abbas Arrachi, is asked, I think it's by Kristen Welker. One of those, Kristen Welker. Kristen Welker is messing my boy. It's Welker and it's Collins, right? I'm just going to say my last name. I'm going to say last name. Welker. One is CNN. One is? ABC. NBC. NBC. So Welker, NBC, says, you know, where is your, you know, your supreme leader? Have you seen him? He's doing very good. He still sends the messages from the top. People think all these stories. Now, why don't you do a video because of security reasons? You have to watch this.

7:00And in one of the interviews, Iran's foreign minister says Tehran's ready for doomsday war with the U.S. Doomsday war with U.S. Very optimistic, you know, on stuff that they want to do. And then Messi scores a ridiculous goal. Oh, ridiculous. We got angles, and Messi bought a house. Guess in what city? The great Fort Lauderdale. Everybody's coming to Florida. I keep telling them, even the greatest soccer player of all time that's a billionaire is choosing Fort Lauderdale. Out of hundreds of thousands of cities in the world that he can live in, he chooses Fort Lauderdale. I don't know why. But anyways, we got that going on.

7:30So in the interim, while we're going through this, this weekend, guys in the back, if you have the picture that Alicia gave to you with me and Brooklyn, if you have it, do me a favor and put it up. If you don't have it, there it is. Look at this with me in Brooklyn right now. Skinny Pat. Look at Skinny Pat. I lost 30 pounds, guys. You look great, bro. But do you see in this photo shoot what I'm wearing? Do you see what I'm wearing? That's some F &B. I'm wearing our latest billionaire loafers, which, by the way, most incredibly – I wore this on Saturday, and I wore it on Sunday, and I think I wore it on Friday.

8:02Friday, Saturday, and Sunday. No socks, and it still smells amazing, right? It still smells amazing. Let me take a seat. I'm just telling you. Pass that over, buddy. Let me tell you, by the way, if you also look at that, I'm wearing the FLB shirts there. My closet, I replaced all the white shirts that I had from all these other guys I was buying. $900,$1 ,200. Ripping, and they're ripping. It's all ours, and I don't know what we sell them for. It's$99, something like that. My entire closet is filled with these white shirts. But these shoes, you know what we have now? The latest FLB high-quality hat that just came through.

8:35Look at how they go together right there. You have them in different colors. You can have them in Muvila. That's the matching one. Oh, that's the match. Look at that. Look at this match here. Two here together. Look at that. Boom. Look how that sits together. Boom. Yesterday, I had Tom's wife, Kim, was wearing the navy blue one. And we have them in white. We have them in navy blue. And it's cool. We have it that goes with the navy blue billionaire loafers. So if you're somebody that believes the future looks bright, and we have some amazing, amazing announcement that's coming out here very soon, And you're going to see the first FLB store, which we can't wait to launch and have the people show up to the first store.

9:13Until that day, for those of you that love the brand and you support what we're doing here, you want to see this thing getting bigger, this doesn't happen without you. If you don't watch us, we're not able to do what we're doing. And we chose to have our sponsors be our businesses so we don't have to be uncomfortable about our opinions. And if you value that, support the cause, represent the gear, and we do everything in our power to bring better quality products to you. And we listen to you. So go to FLB.com, place your order again. Go to FLB.com, place an order. Whether you get the loafers and the hats together, my suggestion is combine the colors, and you have a lot of other options to go with it.

9:47So with that being said, let's get right into it. First story to get into is Trump's meeting with Xi. And there's a lot of them to go through here. So they have a meeting together. The first thing that a lot of people are talking about because of China trying to show that we want to do business with you, China hands off two panda bears, two U.S., and one of them is called Ping Ping. The other one is called Fushuang. And like I talked about earlier with these, what do you call it, these pandas, this is their way of saying we want to do business. They lend it to you. The problem with pandas is apparently they don't mate.

10:19All they want to do is eat. And they value eating over mating, which I have met some people like that, but not too many. So these guys don't want to make babies, which is a problem. However, deals were done. So the president asks, hey, you know, exactly. They call the panda diplomacy. Some people don't think these pandas are not real. And they kind of created it to, you know, because, you know, this whole extinct stuff that we talk about. We'll see. But they said, hey, we want to invite 100 ,000 of your soldiers, U.S., to come to us. Trump asks, do you need any arms? Do you need any weapons that we need to help you out with?

10:52It's a back and forth. And some of the stories that came out, Tom, I don't know how close you're following this. U.S.-China reached a$30 billion tariff deal after Trump's Xi summit. Both of them are saying, hey, let's take this off right now. Let's you take it off right now. Let's kind of make sure we're not tariffing each other left and right. U.S. says China to buy 10 million tons of coal in 27 and 28. Trump says Xi knows how I feel about Taiwan. Taiwan was also addressed in the conversation. So let's pick one of them and start with the Taiwan topic. Trump says Xi knows how I feel on Taiwan after the summit.

11:24And, Tom, I'm going to come to you with this one here. And I think we have a clip on this in the back. Trump said on Saturday that the issue of Taiwan came up in meetings with Xi as he refrained from repeating Washington's decade-old stance on the self-grieving island. We didn't talk about it too much. Right now it's fine. It's just moving along. He told reporters before departing the White House for a college team game, we didn't spend a lot of time about Taiwan. He understands how I feel about it. Comments came after a Chinese readout said Xi urged the U.S. to oppose Taiwan's independence. Trump didn't restate the U.S.

11:59opposition but gave no indication he's willing to meet with Xi's demand to change it. The U.S. officially does not support Taiwanese independence and opposes unilateral changes to the status quo by either side. Since coming to power in 2012, Xi has made bringing Taiwan under China's control a key goal, vowing to achieve it by force if necessary. Tom, thoughts on this story? Five stocks to sell before the next week. You might be missing the opportunity of the year. If you're not being positioned, you're right now. The buyback says now is the time to go all in. Real traders still hear the noise.

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14:19It's the feeling that your home stopped being safe. SimpliSafe keeps danger away from your family with three layers of protection. One, smart AI cameras and live U.S.-based agents help stop intruders before they break in. Two, we sound the alarm at points of entry. Three, our agents request emergency response. Plan starting around a dollar a day. Right now, get 60 % off your new system with professional monitoring at simplisafe.com slash Spotify. Outdoor deterrence plans start at$49.99 a month. Visit simplisafe.com slash licenses for alarm license information. Well, first of all, I thought it was very, very interesting as we're talking about energy.

14:50So Taiwan is always going to be Taiwan. And basically what Xi is saying, you know, ultimately we're going to do this. That's what Xi is saying. And Trump is saying, well, it's moving along. And so this sounds a little bit like Biden in Ukraine where he said, well, remember this? If it's just a border, minor incursion at the border. Yeah. So suddenly Trump is not coming out and saying hard no on Taiwan. He's just saying Xi knows how I feel about Taiwan. And we didn't spend a lot of time talking about it. But Xi keeps saying, we're going to do this. You know we want this and we're going to do this.

15:31And then they turn around and they make an energy deal. I think that's very significant because that's the thing China needs, energy. And if the U.S. builds diplomacy with China and takes Alaskan oil and then sends that to China, That's exactly the kind of thing they need. They need that. So I think that in some ways this took a couple steps. In some ways it was just the same old, same old. But then at the end of it they said, hey, we're going to get back together live in November and we're going to talk about AI. And so I thought all of this, I thought it was just, here's my headline. It's good when they're talking.

16:07I think it's good when they're talking. And I think Xi probably didn't get what he wants, which maybe is another inch or two on Taiwan. But Trump, you know, made his point and then they bought a bunch of energy. In the meantime, while you're talking about this and Trump is saying, you know, our position hasn't changed and China is saying their position hasn't changed. Arming Taiwan is an important U.S. interest. Taipei official says after Trump's Xi summit, providing weapons to Taiwan to protect its freedom and supply semiconductors to the world is in the U.S. national interest. As senior Taiwanese diplomat said Saturday after the three-day Trump-Xi summit ended with no big public breakouts, Deputy Foreign Minister Francois Wu asked whether concessions on Taiwan would actually serve U.S.

16:49interests, maintaining military sales and allowing Taiwan's semiconductor industry to continue contributing to the world. These are important U.S. interests. Wang Huang-jen, very common name, a political science professor at National Changkong University, said the outcome beats expectations. Looking at the results, many things we thought would be very bad didn't happen. The Trump administration approved a$11 billion arms sale in December 10 months ago. Second word,$14 billion, is pending. The U.S. ambassador to China, David Perdue, said there has been no change in Taiwan policy, China's policy.

17:23People daily call Taiwan the first unbreakable red line. Adam, thoughts? Look, here's the deal with China. I mean, we've criticized China enough. I'm actually going to give some, I guess, rosy picture on China. I don't think they're our enemy, per se. Certainly they're a competitor, no doubt. But you hear this term decoupling. We've got to decouple with China. We're going to decouple. We are so closely intertwined that there's no decoupling. And I'll give you a specific example. The last time that there was a competitor to the United States on this level was who? the Soviet Union, USSR, which crumbled in 91, I believe.

18:04We had nothing going on trade-wise, alliance-wise, business-wise, anything going on with the USSR. So it was the Cold War at its height. I'm sure you remember sort of the remnants of that, Tom, obviously. But there was no reason to work on a deal. There was nothing really to discuss. You know, they had the famous red hotline phone. God forbid there was going to be something nuclear. After Nixon, this all got established. There you go. But there was no reason to work out a framework of a deal because there was no interaction. There was no intertwining of the economies. At this point, I think it's pretty evident with China, as much as you might think that their enemies or competitors or economies are so intertwined.

18:47How many times have you looked at an item and been like, made in China, Like almost everything. At this point, like Tom said, it's so much better to discuss and come to terms on where we can agree on things such as trade, AI, minerals. There's certainly certainly things there's going to be differences on, i.e. Taiwan. But at the end of the day, I don't see any decoupling. If anything, they're just kicking the can down the road on this trade situation. I disagree in the fact that China isn't the enemy because the word that they use is adversary. if you look at everything that they've done, Adam, from the spying, from the buying bases, which I agree, it's stupid because the Biden administration let them, flying spy balloons, COVID-19, they released it and they still don't have any accountability for it, okay?

19:33So mind you, just because we're not shooting and bombing and whatever, they are our enemy. But the fact that Trump is a freaking statesman, and what did Bill Maher say? The F around and find out president from all the stuff that they did with the deep state, Adam, which I believe, this is my opinion, from 2019 to 2020 to COVID, to me it was all Trump was kicking butt. He was holding their foot to the fire against trade. And then all of a sudden, a virus comes out of a lab that we own, Fauci, that's a whole, we already know how that story goes. But I think Trump is such a freaking boss. He invites them.

20:05He shows them around. He's being professional. But at the same time, he's going, hey, listen, with Taiwan, don't even try it. Oh, and you guys are going to promise us to buy how much coal, Tom? Ten billion? What's the number? $30 billion worth of. $30 billion worth of coal. So say what you want. This year and again next year. And again, 2028. I just think, Adam, they are the enemy, but they're not the shooting guns in your face enemy. But trust me, they would want nothing more than for us to suffer. And by the way, push back on that just a little bit. I agree with everything you said. It's not like I'm thinking that China's our best friend and we're being FFF.

20:38My whole situation is we are working together on certain things that there's no decoupling from. So we acknowledge COVID. We acknowledge these issues. We know about COVID. They haven't. I'm just saying, we know what the situation is. My whole thing is, where do we go from here? Are we actually going to get into a hot war with China? Are we really going to do something like that? It's easy to say enemy. I get that. That's an easy thing to do. But where are we going to work together is the question. Yeah, this chart that I don't know if the audience can see it. This chart has not moved more than five points in the last six years.

21:10This is why there's a red line on Taiwan. Look at all the chips. Taiwan has got the global massive market share in terms of a location. You can't let China take this. So I think Trump's trying to let the edges form, but this is why the EU doesn't want Taiwan to go back. But they don't want to be the ones that speak up. Everyone doesn't want it because you look at this. Until these chips can be made elsewhere, you're going to give China lording over this and putting spyware and things in the chips. It will happen. This is why Taiwan must stay independent. Those pandas probably have splice chips.

21:47They sit around and eat all day. Wasn't China supposed to surpass the United States economy in 2025? It's called Made in China 2025. Where is that now? Is it even close to the economies at this point? Well, if you live in China, you would say we hit it. If you live in China. If you live in China, you have to realize the only media we listen to is our own media. You don't wake up in the morning and go watch in China what they're saying on TV. Well, they have state-run media. That's the point. So to them, they're saying that they hit it. And if you go and, you know, talk to others who are neutral players, if you talk to neutral players, neutral players will say, you know, they'll look at this and they'll say, we have to still give that attention to China because they're going to be around.

22:34There's somebody we have to play with. It's not like they're not going to be there. They're not crossing off the idea of China being the dominant player in the world. The reason why it's right now being held off the way that it is is because the guy that's negotiating the deals is not playing around. Trump. Yeah, Trump. So if this hangs on for another two more years and if AOC or Newsom becomes president, how quickly do you think they're going to hit Taiwan? What do you think is going to happen? You think they're going to sit on it? So they have to sit there and realize this isn't – Xi is telling you, I may not do it under your watch, but we're eventually doing it.

23:11So Xi, out of all the people, he's sitting there saying, this freaking guy, Trump, I can't wait for him to get out. And he's probably – how old is Xi, by the way? And they're saying he has some health issues. He looks – he doesn't look that healthy. Yeah. Confirm that. Maybe in 72, 73. 72, 73. Okay. So how much longer does he have? He doesn't have that much longer. Let's say he goes seven more years. Okay? Let's say he goes seven more years. I think it's going to be longer than that. But what I'm saying is he is probably sitting there. If there's anything he's pissed off with himself, my speculation, I think Xi is sitting there pissed off with the fact that he did not attack Taiwan under Biden.

23:49That was his best flipping opportunity. You know why? And here's how he's probably thinking he should have done it. The moment Putin attacked Ukraine, guess what Xi is thinking? I should have attacked Taiwan a month later. You know why? It's so much distract. Tom is doing some stuff today I've never seen before. He's like, he's talking to sign language people. That's the sign for the bullpen. If they would have hit. So just think about it. Go to the month that Putin hits Ukraine. That would have been in 2022. Perfect. A month later, he should have hit it. A month later, he should have hit it. It would have been so confusing for everybody.

24:27For the UN especially. It would have been so confusing for UN. It would have been so confusing on how for Biden to handle it. So what pin do you wear? Do you wear the Ukraine pin? Do you wear the Taiwan pin? Which pin do you wear? What I'm trying to say is those people that were trying to play these moralists or whatever. I think Xi is sitting there behind closed doors saying that there is nobody in the world. There is no one in the world that wants a Democratic president more than Xi today. I agree. Nobody. And guess who else they don't want? Guess who Xi doesn't want on the Republican side? Marco Rubio.

25:08Marco Rubio. Of course not. He wants a Democratic president or second a J.D. Vance. I agree with you. That's what he wants. And you know what it's so evident? He wants a non-interventionist president, and he wants a Democratic president. Those two. You know, I agree 100%. Why? Look at the difference from Trump, Republican, to what the Democrats. I get it, because you have to come to the White House, you have to lay out the red carpet, so to speak. But look at during Biden, when he went to freaking San Francisco. They literally took all the homeless people, and they said, you guys need to go and hide for a week.

25:41In Sacramento, in buses. They bused them out of the city. Yeah. And they hitchhiked back over two weeks. Yep. And look at all the connections that we found out with Hunter and Joe Biden. They could have done whatever they wanted under Biden. I think that's a freaking great observation. He missed his mark. He missed his opportunity and should have done it. I'm not saying I wanted him to do it, but. But I think that's the part. I think he's regretting it. And I think it's going to come. And he wants, number one, an AOC. Number two, a Newsom. Number three, J.D. Vance. He does not want a Marco Rubio.

26:11That's not what he wants. And he can't wait for Trump to be gone. He's doing all this stuff for diplomacy reasons. But what? OK, so here becomes a question, Tom. What are the chances China attacks Taiwan while Trump's president? Very low. One percent. They play the long game. I'm going at maybe five percent. And they only do it like if weird things keep happening and around and there's a confusion moment where they can step in. Yeah. So I think I think here's so here's the question. I'm like this. Here's my question for you. You ready? You ready? OK, so be in the room. Be in a negotiation room.

26:45Hey, Trump, what if we do this? In their own way. I'm not going to try to do their accent. In their own way. You know what? Let's give it a shot. I'm actually not going to do it because it's a serious thing. I don't want to make this funny. Go ahead. No, no. Hear me out. So what if they say this? What is the likelihood that you think G's camp has made this offer? Hey, President Trump, wink, wink in their own way. We will step out of the way and no longer buy anything from Iran and let them suffer if you allow us to go and attack Taiwan and do our part. We will be 100 % ally to you if you allow us to do what we want to do with Taiwan.

27:22We will let Iran be destroyed. We'll even support in the regime change. What do you think is the likelihood that someone on their team has relayed that message to someone on Trump's team? I don't think that message is quite like that, but I think it's probably, I'll go with 75 % chance that something in that vicinity has been said. Why wouldn't they? They're not going to give up on Iran. You get what I'm saying. I don't think they're going to give up on Iran. When you look at Belt and Road and you look at the geography going to Europe, I don't think they're going to give up a customer or a vendor like Iran.

27:52But do I think they would kind of move the chessboard a little bit for that? Yes, absolutely. What do you think they value more? Controlling Taiwan and being the dominant player in chips? Or do you think them having control of Iran with the Strait of Hormuz and all the oil that's moving through there, all the inventory that's moving through there. I think they value, this is Belton Road, and take a look at the Silk Road that goes from Samarkaland. Take a look. You okay? Tom, don't even try that, Tom. Samarkand. You know what? Keep going, Tom. No, you take a look. What are you saying, Tom? You're saying what?

28:31You're saying there's no chance this is happening. No, I'm saying I think there's been a conversation along those lines. Between 0 to 100, how important is them getting Taiwan? Score it. To them, very important. Give me a number. 8, 75, 8. I think it's 99, to be honest with you. And if you want something that's the 99 type of a level. Somebody's talking to somebody. And so guess what Trump is sitting there. If I'm Trump, guess what I'm thinking. One, there is no way. We learned during COVID the hard way how much control China has and how we will be in trouble if the next COVID happens and event takes place.

29:07So what are the likelihood that Trump's going to give that up, Tom? The chips? Zero. Okay. So if that's zero, and what's the likelihood that China would be willing to stay out of Iran for them to have control of Taiwan? I don't think they give up both because of this. That is their path to Europe. for China specifically. Yeah, they think long about this. The path that goes from Yorba Kistan to Istanbul, they think about that. So then the question becomes, take that out and look, they're still half isolated. Tom, if they had a choice between IRGC staying, running Iran, or a regime change taking place with more honest players like a Saudi, not necessarily like angels, but an honest player that just is about business and money, who do you think they'd rather take?

29:57China. I think they'd rather they'd rather work with IRGC, which is against the West. I'm 100 percent. Then then this is then this is then this is why, you know, the idea of them wanting Trump out should be the number one priority. Get this obnoxiously strong negotiating guy that comes in thinking he runs the world out of the way and give me a Newsom. Give me an AOC. Give me a Prince George. A PSA person. Give me a Shapiro. Give me a Ossoff. Give me anybody but this guy. Give me a non-interventionist president so I can go out there and complete my mission and get this before another Republican shows back up.

30:36And they're praying behind closed doors. You know what China would be doing behind closed doors? If China is playing the dirty game, they would spend a$100 million campaign with bots and stories making sure they scare the crap out of Rubio not to run. The propaganda to make Rubio believe that he cannot win in 2028 is the number one priority. Rubio cannot run for office in 2028. If Rubio doesn't run for office for 2028, it's the most important thing for China if Rubio doesn't win. I agree with that. And why do you say that? Because they know how hawkish he is and how tough he is? Rubio's not going to play the game with them.

31:11I agree. And Rubio's not going to sit there and be like, no, let's just mind our own business. And let's just focus on America. and let's not worry about what's going on around the world. And around the world, they're going buying the chips, and you're just like running your own community, and they're getting more power around you and more power around you and more power around you. Hey, how did this non-interventional strategy work? They're not all your neighbors. What are you going to do now? Well, it's not that let's just focus on our problems, and then you lose market share. That's what's been happening.

31:37And real quick, this is why I said that there's no decoupling from China, and our conversations need to keep going on because there's a checklist of things that are a high priority. Obviously, Taiwan is important to them. And you know the two words that Trump and the administration says to China whenever Taiwan comes up? Status quo. They don't even get into it. They're like, our position is the status quo. They don't even address it. I'm going to go to the next story. I'm going to go to the next story. Next story I want to get to is Scott Bessent talks about what's going on with Iran, that they have two more weeks left because they're about to get their last payment of oil.

32:08They have nothing else left to sell, and they're going to be hit very hard. I want you to watch this. Then we're going to go to the foreign minister of Iran. Watch what he says. Go for it. million more barrels of Iranian oil on the water that Iran will have nothing left to trade for anything. They will have nothing to trade for anything. Probably within the next two weeks, they are going to make their final deliveries of oil to China, and then they will have nothing. It is an empty set, and I believe that they are feeling the pressure here, and that's why they want to deal. And you saw when President Trump was leaving the White House this morning that the Iranians say they'll open the straits within seven days.

32:52Larry, the straits are open. If you take out the if you take out the Iranian oil, which we're not letting out, we're not letting it out, that we're averaging now 15 to 22 million barrels a day. It was at about 20 pre-conflict. So you take out the one and a half or two Iranian barrels. So think of it this way, Larry. The score is United States, one billion, more than one billion barrels have gotten out. Iran, zero. Okay. So now he's saying this of what's going to be happening. Meanwhile, while they're having a conversation with Abbas al-Ghawchi, if you have that clip as well, They're asking about what's going on there with your, is this the one about their Supreme Leader?

33:37Or are you going to the one that they're ready for Doomsday? Do you have both of them? Okay, go to the Doomsday one first, and then we'll go to the Supreme Leader because the Doomsday has to do with this. So watch this here, what they're prepared to do. Go for it. The Washington Journal is reporting that President Trump expects to resume bombing Iran after the midterms. As you know, he stood at the U.N. and threatened to annihilate Iran. Are you preparing for this war to resume? We are fully prepared for the war to be resumed. And I repeat, we stand firm in the face of any new aggression, even if it comes to a doomsday war.

34:15But at the same time, we are ready, we stand ready for diplomacy. It is up to President Trump to choose. He wanted unconditional surrender in the previous war in two days, and now it's eight months that they are fighting with no result. A new aggression would be certainly the same. We are fully prepared for that. We have learned our lesson from the two previous wars, and we have corrected our tactics. We have changed our tactics, and we are fully prepared to do that. All right. By the way, they're saying the IRGC Navy claimed it captured a U.S. Remus 600 underwater drone in the strait. Okay? So they have underwater drone in the strait.

34:58West Texas Intermediate closed at 92.41 a barrel, and Brent's at 104.32. I wonder where it's at right now. Tom, if you want to check it to see where the numbers are at as of right now. WTI, 94. WTI is 94. Brent? Brent is 98. Brent's at 98. So, Tom, what do you think about what Besson is saying that they have two weeks before the income stops with the last shipment that they're making? Do you believe him? Yes, I believe him because if you look back at Scott Besson, Everything he said has basically come true or have been directionally correct and other things have then intervened. But he hasn't been off on a limb.

35:36And so I think what he's saying is that this is real. Also, he's bringing something up in that there have been convoys and there's been other things happening that's been allowing a certain amount of oil to get through. And some people are saying, oh, it's still closed. It's still closed. And you're wondering where are we being gaslit by Reuters and where are we being gaslit by political statements versus where it's really getting through. And I think you have to look at the price of oil. And I wish we had an audit point for the deliveries, right? If you had an audit point on deliveries to refineries, then we would have it.

36:12But Besson has not been a guy that's been out there attempted to gaslight on some wild theory that doesn't happen. There are proxies out there doing that on both sides. But Scott Besson wasn't one of them. And I believe him. I believe two weeks from now, if nothing changes, there's going to be issues. Now, how can Iran change that? Well, they get super, super aggressive and they start throwing all those rockets all night in the Gulf and then things have to stop. But right now, there apparently are ships that are on the Oman side. You know, we've talked about this before. Stay on the south side where the U.S.

36:46Navy is. And so if he says 20 you're getting through, I'm like 85 % believe Scott Besson that there's throughput. Now, has that been every day? He didn't say that. Has it been that way for a week? He didn't say that. But he did say, listen, over the last few days we've had this. And that's a lot more oil that was going through. In the interview, the conversation continues to say, you know, because Trump declined their last offer that they send in as well because the offer was, you know, weak. And it's like, oh, we're not interested in this. They're going to stay to their playbook. He was asked about the supreme leader of Iran.

37:21Like, hey, if he's alive and he's doing so well, why can't we see him? This is what he had to say. Mr., final question to you. The president of Iran said this week he has spoken to the supreme leader. He says he is in good health. Why has there been no proof of life of the supreme leader since he took power in March? Buy stocks to sell before the end of the week. You might be missing the opportunity to hear.

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40:13Well, there are security concerns. That was a little bit longer. Yeah, too long. Let's talk about that. You know, our supreme leader was illegally assassinated during the last war. And I think it is very logic that we protect our leader. Why not put out a video? Why not put out a video? No, no. For security reasons. There are lots of indications that he's under threat by Americans. And there are other indications that he's in full control. He's in full order. We receive his, you know, comments and orders and opinion. Okay. What do you think is going on with him? The Supreme Leader. You think he's dead or alive?

40:57I think if he is alive. The current Supreme Leader. Yeah. I think if he is alive. Let's just be basic about this. Let's not even be bombastic. if he is alive which is 50 50 at this point he is severely injured or burned on his face why do I think that because if you lost a leg like they like supposedly said you could still shoot a video if you lost an arm you could still shoot a video I think his face from a bombing is so messed up that they can't actually publicly put him out there so much of the fact that right after the bombing what did they bring out do you remember Pat a cardboard picture of the guy like it's freaking major league and you're ripping off clothes to win the pennant race to me you know that you remember the cardboard to me and i don't know if you watched that full interview i watched that full interview you have besant speaking and you have arashie speaking who seemed more confident and direct to me besant is like straight up they got two more weeks here's the freaking deal economic fury boom this guy's like well uh you have to understand the security concerns and uh we're we're waiting to do a deal in my opinion uh they're getting desperate and they and they realize that their time is coming up i'm not saying there's going to be a regime change you said how much how much time did best and said until two weeks two weeks until their economy to the no more oil is gone and i believe that so to me and you know knock on wood maybe i'm being an optimist, I think they're getting really close to basically imploding internally in Iran.

42:37Well, listen, the 2026 midterms are what? Tuesday, November 3rd. Okay. Which, Tom, let's talk about maybe we do a live event at the boardroom. Let's make a note about that and what we're going to do with that. And, you know, that's 36 days away, five weeks and one day. do you think in their mind, you know, because I'm wondering like how aligned Besant, Trump, and Rubio are. Because Rubio said something very interesting the other day. He said something very interesting the other day. He said, I don't think Iranians realize, I think they're thinking midterms are that big of a deal that if the Democrats, they must not understand how the U.S.

43:15Constitution works and how the U.S. government works. The Democrats are not just all of a sudden going to wake up and want to do a deal with you. And so what was that? I watched that clip a few times. What is he pleading? What is he saying? I think what he's saying there is he's trying to take a chip off the table that Iran has. And a chip that Iran has is what? They believe Trump is afraid of losing the midterms and it's going to be an embarrassing loss. And they're trying to hold off 36 days to because imagine if midterms go against Trump. What do you think the entire market is going to say?

43:51Trump lost control of the Republicans. You know, like these stories. I'll read some of these stories to you. And look what the headlines say. You ready? One headline says that 17 Republicans in close races break with Trump on the war. ABC News. So why is that? Why are these stories important stories? Okay, let me go through it. And then I'm going to come to you. So 17 Republican competitive midterm races have publicly called to an end of a war. a remarkable crack in the party discipline driven by kitchen table math. ABC News reports that defections concentrate exactly where expected. Districts where diesel prices are up 60 % and gas station stickers shot down, out every other message, the political or brutal, a CNN poll cited in a piece, puts public disapproval of the war at 67%.

44:40Okay, so do you think Iran is following that story? I believe 100 % they are. Absolutely. Number two, Democrats hit a 9 plus 9 in polling average, biggest lead of the cycle, NBC News. Do you think Iranians are reading this, seeing what this shows, and they're sitting there saying, oh, beautiful, give me more. Democrats have opened the largest generic ballot lead of the midterm cycle, 52 to 43 percent, a nine-point advantage in the NBC News poll, average that puts the party in territory where the House is not competitive, but as soon as the Senate map starts tilting. Can you show the Calci numbers, by the way, on what is shown right now as of the latest Democrats against the Republicans on the midterms?

45:22Look at this here. Democrats, look at the spike just in the last week and a half, two weeks. Do you see that where it's at? 60%. So Democrat sweep, 62%, Vinny. Democrat sweep. Democrat House, Republican Senate, 29%. Republican sweep is only at 8%. Republican House, Democrat Senate, 1.1%. So Iran is sitting there and saying, oh, just throw them a bullshit memorandum. Throw them a bullshit deal. They're going to say no to it anyways because Iran is saying we need 37 days. Can we survive 37 days? They're sitting there saying, can you survive 37 days? Can we survive 37 days? Iran's economy is horrible.

46:00It's in shambles. They got so many other things that they're publicly hiding from everybody. Even at the UN, the speaker at the UN, one of the things that a guy did, he walked up to the Iranian diplomats that were there. You know what he offered them? I don't know if you guys saw this clip or not. He offered them a Starlink. He says, hey, here's a Starlink. Why don't you go give this to your people so they can have internet? That was the Israeli ambassador to the UN. This is the one. He's walking up to the Iran envoy. Watch this. Can you put the audio and go back a little bit so we go all the way back?

46:31I thought it's appropriate to give you the Starlink, if you are the prime minister. It can be very useful for you to allow the Iranian people to get their freedom after what you did to them. So you want to take it and deliver it back to Tehran? It can be very useful for you in Iran. We love the Iranian people, and we pray for the regime change there. It will come that day. Imagine the bold statement to go up to the guy and say, we are praying for regime change. And they are so bold when they're saying that. And he's giving them a starlink. So to me, Iran right now is just playing a waiting game.

47:09They're playing a waiting game. And the word is with Besson. What Besson is saying, how long can they last? That's the real question on how long they can last. Adam, I'll come to you first. Well, number one, that was a gangster move by the Israeli ambassador to the UN. His name is Danny Donon. Forget about what he did. gangster move how weak did the Iranian leader move imagine Tom comes to talk to me starts talking trash and all I do is this oh you would never do that of course not because I'm intimidated obviously but gangster moved by him so just real quick um we want we want to win obviously who doesn't want to end this war the question is how will we end the war I would like to win the war with total victory.

47:50That's what I would want. So is Iran just going to capitulate and just give in to our demands? No. He used the word doomsday scenario. This, to me, is the number one thing. Trump is out there trying to save the world. While the average American, respectfully, is trying to save that money. To me, any... What's Trump's number one red line with Iran? What is it? The nuclear weapon. No nuclear. So when you have the foreign minister basically saying, we're prepared for all options including doomsday yeah that is perfect evidence why we do not want nuclear weapons in these people's hands in my opinion right after midterms bang bang bang trump's gonna take these people out that's my opinion yeah and by the way tom i'm gonna come to you can you play the bill maher clip can you play the bill maher clip about who trump is as the president and i think when a guy like bill maher who couldn't stand trump is now becoming one of the most logical players for trump and look what he had to say here go for it it's not just drug crime that's way down.

48:48It's all crime. And again, probably much of it is not political. It's because you can't move two inches in America without being tracked, photographed, and followed by a flock camera. But it's also because when Democrats expand the safety net, there are less desperate people. And because Trump is a badass. Now, I don't agree with many of his methods, like how they sometimes just deport people to countries where they have absolutely no connection like Meghan and Harry?

49:21His writers are good, man. Is doing it this way the right thing? No. But it's just childish to pretend that when you elect a fuck around and find out president, a no more Mr. Nice Guy booting your ass, V for Vendetta, kick ass and take names, say hello to my little friend president that's not going to have some effect on crime he has a ufc fights on the lawn i think the bad guys got the message look how many people are laughing that was only how many people go back go back five people that's right how many people is that that's laughing go press play act on crime he has a ufc fights on the lawn i think the bad guys got the message how many is that four to five and that's nervous that's right tom go for it so To me, when you hear this with Iran, Iran knows who he is.

50:11They're trying to act like they have it under control. But at the same time, with what they're saying, all this stuff, how do you react to this, Tom? Well, words talk, numbers scream. Let's go with some numbers. 47. That's the number of Democrat senators. Actually, it's 45 plus Angus King and Bernie, who are independents, but it's 47. Six. That's the maximum number of senators that they could win in the election according to the current polls, which would mean the next number, 53. That would be the maximum number of senators that the Dems would have. Would they control the Senate? Yes. Three, 3rd of January, that's when they get sworn in, 67.

50:48That's how many it takes in the Senate to override a veto by number 47. And that's not going to happen. Best case, they've got 53 people in the Senate on January 3rd. They need 14 people to cross the line to get 67 to override a presidential veto. This is what Rubio was talking about. Rubio saying, I don't think you understand. There's certain things that are that are under the control of the president. He was being very matter of fact. I was in the legislature for a while. There are things and are tools that are at his disposal. That's what it is. They may be sitting there waiting for the midterms, but it's a PR hit on on Trump more than anything else.

51:29In reality, he's going to veto things and he's going to say, you got 67 senators, you got 53 after the election, find 14 people that are willing to cross that line and override my veto at 67. That won't happen. You can go up and down and look for all the MTGs lookalikes that you could possibly find. There are not 14 in there. How many Masseys are left after midterms? How many Masseys are left? Very few. Very few. Meaning like people... People that are on the Republican side that will go against Trump. Can I answer that real quick? There's a difference between rhetoric, because right here you said 17 Republicans break with Trump versus what they're saying, versus what they'll actually vote for.

52:08This is my opinion. Because the war in Iran is unpopular, there's people in close races in certain districts who are going to say publicly, we need to end the war, wink, wink, you know, Trump, clean it up, wink, wink. But when it came to push and shove, if a Republican gets elected, they're not going to break with Trump when the actual vote happens. That's my opinion. That's what I'm saying. So it's not just about November. November is going to be our U.S. media going nuts. And you know that pen on the wall, the auto pen for Biden? Well, Trump actually has a pen, and it's in a human hand. And it's a human hand that under the hand of Donald Trump will veto it and then say, I dare you.

52:48So, okay. So then in other words, based on what you're saying, you're telling me he doesn't really give a shit about the midterms. I think he cares deeply, but he is not going to be turned into some gilding horse out in the pasture. Not his identity. No. No, if he wants to throw a veto at him, they have to throw 67 senators at him. Tom, how closely do you think Iran's following the midterms? Very closely. This is their lifeline. This is all they got. But that's the part. What prompted this conversation was I watched closely what Rubio says. Rubio specifically said, I don't think the Iranian people understand how midterms, how the U.S.

53:27government works. They think with midterms. He is specifically speaking to the motivation of Iran on what they're trying to do to negotiate against them. Now, while that's taking place, the part in America that we have to isolate. So this is the Iran issue and tied to midterms. Then go to U.S. affordability, diesel, gas prices, all that stuff with midterms, which is the day-to-day Americans. Set this aside. Complete different animal. Bring it over here. And a couple of things that's happening in America right now that's kind of weird politically. Florida Republicans are bracing for the worst as 2018 vibes return.

54:03OK, 2018 vibes return. And and that's Florida. We live in the great state of Florida. And so a lot of people are talking about what could happen here politically. Florida Republicans running the state that defined GOP dominance this decade are privately bracing for the worst in the midterms. This is the Independent that wrote the story. The Independent reports former Representative Carlos Curbelo summing up the mood as 2018 vibes. The year a Democratic wave erased Republican House control. The anxiety is striking precisely because of location. Florida was supposed to be solved problem. The state turned into from a swing to solid where Republicans registered more voters and one by 20.

54:44the independent party operative watching the same numbers as everyone else, presidential approval underwater, as unpopular, Democratic, all these other things that they're talking about. Tom shared a number earlier that of the people that the plus minus that happened with Republican, with independents that voted, 80 % were independents, 20 % was the plus minus of how many new Republicans Florida gained, which is a good thing, but independents can do what? They can flip and go to the other side, right? Easy. And one thing that's becoming very weird is midterm candidates are dumping 21 out of 26 governor races may have none.

55:18This is ABC saying that what was the number again? 21 out of 36 races. There may not be a gubernatorial debate. The candidate debate is dying in plain sight. ABC News found that 21 out of 36 governor races this cycle. No general election debate is scheduled or likely. And the pattern repeats down ballot in Senate and House contest. The tradition that wants anchored campaigns has become an optional and front runners are the ones killing it. Like Byron Donald's killed the Republican debate, GOP debate for Florida. And so guess what his opponent is now saying? I'm not going to debate. I may not even debate.

55:54Why would he debate? Why would you? And, okay, so now what can Byron Donald's not say to his opponent? Why aren't you going to debate me? He cannot say he's a debate dodger. Yeah. Because if he says you're a debate dodger, what are they going to say? You're a debate dodger. So you're opening it up. And so this is not a good thing for Republicans. Why is this not a good thing for Republicans? Because who has the better logical argument? The Republicans. But if there's not a debate, you don't have the platform to make your better Republican common sense argument. If you don't have that, this could be a very ugly season for Republicans at the midterms.

56:28Tom, your thoughts. So I'll give you one clip from – absolutely. Here's an interesting clip from Florida. 2018, DeSantis lost to Andrew Gillum by 20 points in Miami. No, 34 ,000 votes. No, no, no, no. He's saying in Miami. In Miami. Miami. Miami-Dade, it was 20 points. The next election, it was 55-44, a 30-percentage-point swing in Dade County. Today, you know what the ballot is today? Excuse me, the polls today? Five reputable polls in the last three weeks, Miami-Dade. 54 % jolly, 42 % Donald's. The big cities are the weights on the barbell that swing these states. We've seen it in Michigan. You win, what's that, Wayne County around Detroit?

57:16Little Wayne County. Little Wayne County. You win all that, and then it's very hard to the – I caught what you did to me. And then it's very hard to win because up in the upper UP, Upper Peninsula and everything, there's not enough people to offset the population in Detroit. Take a look at this right here, Pat. This is right here. But Byron Donaldson needs to over-index in the red because what is the darker blue above Dade County? That's Broward County. And what is the blue above that? Pat, take a look. You know what it is right now? Right now, Palm Beach County is blue. It has been barely red for a while.

57:57It's blue in the polling. So I think Byron Donaldson's guy. I don't want to lose the statehouse. I do not want to lose the statehouse. But I don't want Byron to sit on the sideline and they say, well, I'm not going to debate because only two things happen in a debate. You give the other guy a soundbite and you say something by accident and that goes viral. So don't debate. People are telling their candidates for that reason I just outlined, don't debate. He needs to get out in front of this. I don't want to lose it. I hope I'm wrong. But I'm disappointed in how Byron's running this. I hope I'm wrong.

58:28I hope I'm wrong. But I'm going to tell you this. having watched, been in the insurance space for a few decades now, and I watched guys who everything on their resume looked perfect for them to win and dominate, and they were too cool. And they didn't realize when it comes down to competition, the other guy is doing everything in his power to eat your freaking lunch and take your spot. And this energy of, well, I got Trump's back. Trump's got my back. Trump's got my back. And then the other day they're saying the Trump endorsement was removed from the website because everybody's kind of trying to say that they're more like, you know, I'm just, you know, for, you know, the saying is what?

59:05Well, you need the endorsement for the primary, but for the general election, stay away from Trump as much as possible because he needs some independence to come towards you. So that may be the strategy, right? But the reality of it is this too cool approach of I got it under control. Dude, you better have a higher level of urgency or Florida could go blue very quickly. And then what's going to happen? The conversation is going to be what? Now Florida is run by a Democratic president. And guess what? Fully deserve it. Fully. If you play too cool and this Evan guy who runs the Florida GEP, advice being given on the back end, you don't need to debate, you don't need to debate.

59:42Then you give the opposition the argument to say, I don't need to debate you. Go in and call me a debate dodger. Then I'm going to say you didn't even talk to the Jay Collins, the lieutenant governor. You didn't talk to the Speaker of the House, Paul Renner, and you were frightened of James Fishback. You're making your own job harder. So guess what we are? We would love to see a Byron Donalds win, but competition doesn't work that way. Competition is brutal. It is absolutely brutal. And if you sit there, you're kind of like, well, no, we have it under control. It's going to be fine. Man, that's just not – well, you're not in the political game.

1:00:16Competition is competition no matter where you're competing. It doesn't matter whether it's podcasting, whether it's insurance, whether it's real estate, whether it's sports, whether it's politics, whether it's mainstream media. competition has zero sympathy for you. Zero. And so to me, when I see some of these things taking place, forget about the Iran issue we talked about, isolate this with America, affordability. You know, you got the issue of affordability. You got the issue of what's going on right now with the economy. You got the, how are you going to, and then you're also not playing offense at the highest level.

1:00:45I don't know. I don't know what's going to happen. Of course, we would love to see that state with the similar values of DeSantis. What DeSantis made it so difficult and great is he did what? He made the state freaking better for everybody. He made the state better for everybody. You follow that? Floridians are expecting DeSantis type of results. Will you do that? Who knows? Will you even have the fire for you to want to go fight them? You see some of the old clips with Byron, how phenomenal he was. You were talking about it the other day. I watched clip after clip. I was that guy during COVID, pre-COVID, after COVID, watching him in Congress.

1:01:24Guys like this are the problem. Evan Power. Yeah. And Obali. The party chair of the Republican Party of Florida. Guys like this are the problem. I'll say this publicly easily. Yeah. And mind you, it's not like he doesn't have the ammunition and the firepower. Byron Donalds has it. But it's like, this bothers the hell out of me. Because even Hussein Bolt, when you have to qualify, you still got to run the race against people that you know that you're better than. You know what I mean? you still got to run against them to get your time and then you do the final this pisses me off because now i i know for a fact the democrats not going to want to debate and now it's going to come down to who has the better commercials all week i've been getting uh 954 numbers it's all democrat numbers hi i'm telling you right now i haven't gotten any byron numbers i've gotten all democrats pitching it tom and it's going to come down to who has the better commercial and the more money because i didn't get to see any debate i didn't get to see you go in there i don't think The money's going to be the problem.

1:02:15By the way, I'm hearing this, too, and I listened to a couple messages out of curiosity. And what they're saying is David Jolly understands Florida. David Jolly is not—and they're actually selling it this way, Pat. David Jolly is not your average Democrat. He understands the need for jobs. He understands what's going on. He understands the insurance crisis, and he understands the housing crisis we have in Florida. It's both hot buttons, and they're selling— Brilliant message. And I'm getting— Brilliant messaging. And they're selling independence, Pat. They're selling the center. By the way, let me just give you numbers just so you know because it's not a money problem.

1:02:47Byron Donalds has more than$41 million of cash on hand after raising about$3.5 million in the week ending September 4th. He's got 41. It could be an even higher number today. Jolly has$6 million in hand just so you know that. And look how close he is. Yeah, that's the point. With only$6 million. Adam, go for it. Look, I think Byron's going to win. It's no secret. I'm rooting for Byron. I root for DeSantis, and I want the Republicans to keep Florida what it is now. Why? Because Miami, Florida, is the best state and the best city and the best state and the best country in the world, and I want to keep it that way.

1:03:24And if Byron can continue what DeSantis has been doing, I'm all in on that. Now, what we're talking about with Byron is not just a Byron thing. It seems to be systemic. How many different candidates will not be doing debate in races all across the country? 21 different races. So this is systemic. This is basically people saying, listen, if you have a big lead, play prevent defense. What happens when you play prevent defense, the other team, like in football, has a chance to move the football up the field, just like Baltimore when they kicked a field goal the last second against the Cal girls, and they won it the last second because they were playing prevent defense.

1:03:59So let's hope that you're not playing too weak and soft of a prevent defense. And I will say Byron's up relatively big. He's got an 80 % chance of winning, according to Cal sheet. Right. This other guy has a 20 percent chance. Jolly. And even in Florida, if you want to kind of go down ballot here, Ashley Moody, who is our current senator right now, she's wiping the floor with whatever this DSA candidate. As lieutenant governor, she's going to crush it. Yeah. So well, and the Senate. So here's my biggest thing right now. You talk about the biggest states. California is blue and as blue as it gets.

1:04:37New York is flashing blue, and it's disgusting. You got Tallarico in Texas that somehow is beating this cowboy, Ken Paxton, in Texas. God forbid that turns blue. If Florida turns blue as well, just picture this, PPD. You have California. You have New York. You have Texas. And you have Florida going blue. That is very bad for America. What's your point? Okay. That is my point. Okay, so then who's the onus on? It's on the candidates to get out there. Who else is it on? What do you mean? It's on the candidate and it's on the Republican Party. Yeah, the team behind it. Well, it's also on voters to get out there and recognize that it's on them.

1:05:19That's bullshit. That's bullshit. Let me explain to you. No, it's not. Put the candidates in front so I can make an educated decision. I agree with you. Put them in front of me so I can see the educated decision to say, I don't even know who you are. I don't even know what the positions are going against. I want to see the debate. Somebody thought that was a good idea. Who the hell were those people? Bingo. Who are you? Who are you? Faceless. Who were those people? Did you give us seven options against Paxton? Or was it just Corning and Paxton? Give us seven options. Give us five options. Paxton, he's going up against Tallarico.

1:05:52We didn't have seven options. There needs to be a draft. There needs to be a pipeline of people to look at and learn about. I had no idea who Paul Renner was until I met him. I'm like, this guy freaking sounds reasonable. I like this guy. Jay, I met Jay. I'm like, you know, a little too emotional, but probably more qualified than some other people. But I looked at Renner, I'm like, and it's like, well, you know, we're not that good in marketing. His gal was phenomenal. She texted me all the flipping time. But the pipeline marketing, storytelling, early on options for, so if I can't get excited about a candidate, why do I not get excited about a candidate?

1:06:31What if you have the debate? Then your conviction for Donald's goes even deeper. You're like, oh, that's – you know what? Yes. Let me get behind him. There needs to be a – what does sports do? Preseason. You size everybody up. Then what do you have? Regular season. Then what do you have? Playoffs. Then what do you have? Championship. So now you guys want to wipe out regular season and preseason and playoffs? Here's just a championship. What runs that way? What's the whole purpose of preseason season playoff championship game? So the loyalty for a team goes higher. If it's just championship, where's your loyalty?

1:07:07To who? For what? Where's the context? No, I'm not with that. I think the Republican Party on not allowing these people. Trump went and fought everybody. Yep. Tooth and nails. And he made it in there. He set the example for everybody else. Who the hell is following it? Who's following it? So now it's on the voters? Hey, let's put all the pressure on the voters. Wait, what? You should go vote. No, I shouldn't. Get me excited. And by the way, the whole idea is, well, you're going to vote for them anyways, right? You're going to vote for them anyways because you're Republican. No shit, Sherlock, but here's the problem.

1:07:45Am I going to convert 88 others? And the answer is no. Why? I'm not excited. I'm not excited. So then what are you doing? Who's excited about a candidate? people are excited about a candidate, go promote that candidate. You got excited about Trump. You got excited about Obama. You got excited about some of these candidates. You're excited about some of the stuff they're putting in front of us? You need that excitement, Adam. They effed up. They effed up. So one of the parts is, okay, we can argue affordability. Fine, yes, 100 % that you look at the numbers that people vote with, I think in 2008 when the gas prices came up, 64 % of people, they said, I don't even watch the news, but I see the gas prices.

1:08:27and I'm voting based on the gas prices. You know what big percentage of the population just votes off the freaking gas prices? That's going to be one problem. Pretty big. So you already have that problem. Rent is up. Prices are up. Interest rates are at 7.5%. The average person can't even buy a house. I went to a place to eat the other day. The same guy that's telling me that, I said, can I get sparkling water? I'm at that place every freaking time. We don't have sparkling water. What do you mean you don't have sparkling water? We don't have it because corporate didn't give us budget. What? Yeah.

1:08:56Let me have my steak and shrimp fajita combo that I always do. Make the steak a medium. Corporate did an approved steak. Jeez. What do you want to give me? Do you want chicken breast? Give it to me. I'm not a chicken breast guy. So you don't think these things are happening to small business owners? Go ahead. Are you shaking hands and talking to these people? I'm sorry. I don't play these games. Don't automatically assume you have some people's votes just because of that. You need more than that person's vote. You need more than that. When we were going to build a campaign in the insurance company, I'm campaigning with everybody.

1:09:25I'm calling insurance company CEOs. I'm calling the wholesalers. I'm calling the technology guys. I'm calling my guys. I'm calling everybody to find out what's going on. What are we doing here? Is this an entitled Republican Party? What an unattractive approach to take. And this is coming from a conservative guy with conservative values, pro-capitalism, pro-freedom of speech. You think you're entitled to a flippant vote? vote. No, that is a royal, royal screw-up, and the voters should push back, not to the point of going to Democratic Party. But you need more than that. You need excited voters.

1:10:04You do not have an excited voter base right now. You don't have an excited voter. You got the people that understand it. Like, I'm a business guy. I understand what Trump is doing, and I get it. It's a very hard place to be, and it's going to suck for a while, and that's the part of you being a leader, that sometimes people are not going to like the decision you're making. And you have to go through, be alone, and you've got your main guys that are having your back. That's a price he's going to have to pay. But everybody else that's running these states, this Florida GOP, Texas GOP, get your freaking act together.

1:10:31What are we doing? Get your act together. I don't know. I'm not with that. So that whole same lip service of, well, fear porn, let me tell you what the state would turn into. No shit we know what the state would turn into. Look what the hell is going on California right now, a once beautiful state. You know how many people I'm recruiting away from California to Texas? Left and right. We had a guy that just came here the other day, had the biggest amount of real estate in Texas at one point. Guy was a multi-multi-billionaire, you know, one of the wealthiest Assyrian in the world. They're looking at moving to Florida.

1:11:02What happened? We're recruiting everybody in the state of Florida. But this entitled approach of, you know, like even with our content, do you think I think I'm entitled to the audience that watches our content? Do you think we sit there and say, well, listen, because we've been scored, You have to come and show us. The market doesn't give a shit. The market wants you to improve yourself. And they're right. They're right. We need to stay in this state. The Republican Party got cocky and arrogant. And I said that right after Trump won. I said, you cannot use this as a cocky moment to think this lasts like this forever.

1:11:36They just had a humiliating loss. They're going to go back and strategize, and they're going to watch you fumble. And stay cocky and see what happens to you. Go ahead and stay cocky and see what happens to you. in any business. You know, yesterday, I'll say this and I'll get to the next story. I apologize. I'll keep going. I'm all ears. Yesterday, Saturday, Dylan had a soccer game. Yesterday, I'm out. I'm training with him yesterday, Sunday morning, two hours. It was his birthday weekend. Very good birthday weekend. He got his first 13 years old. We're talking about career and all this stuff. So we're training in the morning.

1:12:10We're running. He's running two miles and I'm pushing him. Sprint. Stop. Sprint. Chase me. Catch me. Touch me. and I'm going in front of him. He's trying to hit me in the back. Tackle, get the tackle, come get me. So we're doing these things. Anyways, and on the way back, I'm selling him the dream. I said, Dilly, I said, let's say at 20 years old, you're playing in the World Cup. 18 years old, 17 years old, you're playing in the World Cup. I said, you think the 20-year-old's playing in the World Cup because of what the 20-year-old did? No, you're playing in the World Cup because of what the 13-year-old did today.

1:12:37You're going to say thank you to you. I said, the 20-year-old version of Dylan is thankful to what you're doing today. hey, you're going to be so proud of the 13-year-old Dylan. I say, you think I'm living the life today because of what I did at 47 years old? No. I'm living this life today because of what I did as a 25-year-old. That kid that said no to the parties, no to the club, and no to going out there and staying on, that guy who was disciplined to want to, I said, that's who I'm thankful for. I said, the 75-year-old Patrick is going to be thankful to the 47-year-old Patrick for the decisions I'm making now for the next 25, 28 years.

1:13:10That's what I'm thankful for. the Republican Party of whoever some of these entitled people are, if you think Trump's going to be your ticket to the top forever, you are delusional. It is no longer his responsibility. He's doing his part, okay? And he's going to get his legacy and things that he's working on. From here, the next layer of leaders have to realize what happens to America in 10 years, 20 years, 30 years is because of what we do today. If we are these entitled, like, let me tell you what we have this, you're going to have a very big problem the next 10, 20, 30 years. What's the old wolf, young wolf analogy?

1:13:46What's that whole thing again? That's the whole thing. He says make sure the young wolf in you takes care of the old wolf that one day you'll be. Anyways, let's go to the next story. Let's go to the next story. We covered this enough. I'm sorry that I upset you on that one. No, you didn't upset me. I just want Florida to stay red. I am not attracted to entitled people that think they automatically deserve the vote. Life doesn't work that way. It just doesn't. We have to keep improving and earning people's vote. We have to earn people's vote. They deserve for us to continuously earn their votes.

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1:17:17I love driving this truck because it just has so much acceleration. It's almost like a sports car in truck form. So it's going to be the funnest truck to drive. In the very near future, we'll be adding in the self-driving features. So these will be incredibly important for safety. So if somebody's on a long truck journey, they can engage the Tesla self-driving and greatly improve safety and comfort of driving. so that the driver arrives at the destination and still feels refreshed. Otherwise, driving for many hours straight can be quite exhausting. So this is really going to be a game-changer truck.

1:17:57And also, it's going to make a ton of sense economically because the cost of electricity per mile is much less than the cost of diesel, especially in these crazy times. What a great timing, too. So I think this is really going to be something that works on every level. I'd recommend placing more orders if you haven't already. The waiting list is already pretty significant, and this is really going to be a breakthrough product for heavy shipping. Thank you. And thank you for coming. So check this out. The Tesla truck can go up to 500 miles loaded, okay, consume about 1.7 kilowatt per mile and recover roughly 60 % of its range in 30 minutes of the charge that they have.

1:18:35So large fleet operators are the ones that are mainly excited about this. You've got Walmart, DHL, you've got PepsiCo, So, you know, some of these guys, a shipper coalition recently selected Tesla as the primary supplier for an order of, you ready? They ordered 2 ,500 electric class 8 trucks. 2 ,500 they ordered. One, DHL's reaction is especially meaningful because they actually tested it. So they're the ones that are, you know, super excited about it. Fleet CFOs, when diesel is expensive, they're sitting there saying, are you kidding me? I'm paying, you know, Axios reported Tesla's comparison showing diesel fuel costing roughly 80 cents a mile recently versus a 20 to 30 cents mile for electricity.

1:19:17So those guys, the CFOs, are excited. Drivers who have actually driven it, they sit there and say, you mean to tell me I can take a nap and relax and watch a movie and this guy's self-driving? Yes. Now, who's worried is the question. Tom, I'm going to come to you with this one. Truck stop operators. That's scary. Truck stop operators and charging infrastructure companies. Think about where you're going to go. That's a business right there, right? So they're worried about what's going to happen with them. Small trucking companies, the big guys can build depot charging. Pepsi can say, we'll install charges at our distribution center.

1:19:50Small trucking companies cannot do that. They don't have those types of resources. And long-haul operators, 500 miles sounds enormous until you compare it with diesel. a diesel class a truck can often travel well beyond a thousand mile between fills so 500 miles is not as long as you think it is uh compared to others now of course the resting like instead of resting and i'm able to take a nap you can make up so much some of some of the time there uh so those are some of the things but it's exciting i love the fact that he's saying he's going to do this and he delivered on it of course everything big you're trying to do in your life is going to be 10 times harder than you think and it takes 10 times longer than you think it was going to take Tom, your thoughts on this?

1:20:29Well, I think that this is disruption, and it's also opportunity. If you're in the trucking industry, and this is going to be your truck, and you're like, look, I've got a partner with people. The smaller truckers are going to have to partner with the bigger ones, and it's going to lead to some mergers consolidation. Some people say that will affect price per goods. But this is coming in exactly the wrong time for the trucking industry because the trucking industry is suffering through the cost of diesel. Pat, you and I, I won't say his name because I'm going to say two businesses here. I'm going to call them A and B because it's in Chicago and I don't want to expose anybody.

1:21:08But there is a trucking company that was working with one of our friends who's in factoring. And what factoring is, think of it this way, Vinny. you tell um uh buying future payments right well but it goes like this you told uh you know adam that you're going to deliver him five tons of corn every week all summer long loves corn and all of a sudden and you've got you have a little bit of a buffer so you could pay your truck drivers and you could buy diesel fuel and pick up the corn you take it to adam and then he pays you well all of a sudden the cost is going up and you don't have a 20 profit anymore you only have a five percent profit so you give me the factoring guy says listen can you give me an advance on what adam's going to pay me when i deliver the corn why don't you just have adam pay you i can't i need to pay for the diesel and expensive get it so i can get it to adam and he doesn't pay until i deliver the corn and he inspects it that it's all high quality so you have factoring and right now there is a factoring company in chicago that said one of their customers pat one of their customers lost$2 million of the$2.5 million of EBITDA they have this year on fuel cost.

1:22:20Last year,$2.5 million of EBITDA. This year, half a million. Oh, my gosh. And they are scared to death. So they're going to have to park the trucks and not even put them to work. Well, and by the way, if they park the trucks, they better hide them because the bank's going to come get them. Because they've got to pay for those trucks. They've got leases on those trucks. They've got payments on those trucks. And in California today, in California, with the I think it's two dollars and seven cent tax, we're seeing eight oh one for diesel in California was legitimately over the weekend. There was eight oh one diesel, not just at one location.

1:22:55There was multiple locations that it breached to eight. Now, I think it's back to seven sixty five this morning, but still, oh, back to seven sixty five. Oh, dear God. You know, that's still$2 above$5.50, and at$5.50, we announced that we had economic stress. $5.50 diesel creates economic stress. And so I think this is coming at exactly the right time, you know, for Elon and bringing it out. It's bringing it at the right time. But, yeah, look at this. $6 to$10, 66%. Yep. So, by the way, a user said on Super Chat, nobody wants EVs or voted for this junk. That's Lance Dooley. Gas and diesel is the best.

1:23:36Well, Lance, respectfully, you could say that, but the market talks. So if the market places orders of thousands of these EVs, they're telling you they want it. Now, if it works or it doesn't work, we're also going to find that out 6, 12, 24 months later. But the reality of it is he said he was going to do it. and if you're going to make that investment into this of knowing this is eventually going to be here, you better believe it's because there's a market forward. Nobody comes out with a product that's, and by the way, it may fail. It may not succeed, but the market has been excited about this for a while.

1:24:10So we'll see what happens. Adam, your thoughts on this? Yeah, well, look, Tom said the magic word, which is disruption, and there's disruption going on in many different industries. This might be the biggest. You know, I had a heart-to-heart with a buddy of mine who's an Uber driver, and I said, how long are you planning on being the Uber driver? And he's like, I don't know. This is what I got going on right now. I said, you better look for a new job immediately, bro. He's like, what do you mean? I go, let me just explain something to you, because obviously you guys know that I take Uber and Lyft every single day.

1:24:41By the way, if Lyft wants to give me a sponsor, we'll take it here. If you're an American, if you're an American, if you're an American who speaks English and has a functioning brain, and want success, you better start making alternative plans ASAP, bro. I see Waymos with no drivers. Now Elon is basically delivering these semi-trucks that can basically drive themselves. Disruption is coming. You know, like in Game of Thrones, they're like, winter is coming. Winter is coming for the trucking industry and the driving industry. So whether you're driving, whether you're doing in vehicles, any sort of transportation, any sort of trucking, don't get too cocky.

1:25:19I know Pat went off on people getting a little too cocky and a little too comfortable when it comes to debates and elections. Don't get too cocky if you're in this driving industry. I'm telling you right now, disruption is coming. And I think there's 4 million professional drivers out there, 2 million driving big rigs, and 2 million driving other types of vehicles. You might not have a job for much longer. That's my point. Yeah, and go ahead. I just wanted to point out how, Elon, I'll stay on the story because I just wanted to show you what SpaceX did today because on top of the trucks and the EVs and everything, SpaceX Starship rocket successfully reached orbit, deployed its V3 Starlink satellites for the first time making it, like, today was the official Starship's first revenue-generating flight.

1:26:00And this is a big milestone for him. So, Pat, besides the cars, besides this, besides the Neuralink, he's freaking launching satellites like one hour ago. Look at that. Boom. And he's just, dude, this guy's not a stop. He's not messing around. You know what? This guy, Elon, I think he's going to do some big things in his life. He's on to something. I think he's figuring something out. I don't know. He's keeping his promises. He is. He's keeping his promises. Let's go to the next story. Next round, I want to get to is we talk about that. Okay. Do we want to go to the U.K. police? Let's go to that one.

1:26:29Okay, so what page is that on, Vinny? Page addendum six. Let me read that and I'll come to you. So, U.K. arrests five men under terrorism. Explosives acts close to the U.S. air base. Apparently 125 U.S. soldiers are at this base. Let me read this and then, Vinny, I'll come to you. British police arrests five men Sunday on suspicion of offenses under the Explosives Act near RAF Fairford, the Southwest England base, hosting U.S. Air Force bombers, used in operations against Iran. The police declared a major incident evacuated about 85 households and set a 400-meter cordon while Army explosive experts examined vehicles.

1:27:10Counterterrorism policing said the men were also arrested on suspicion of preparation of a terrorist attack. Vinny, what happened to you overnight? So, allegedly, these five guys, and can you show a photo? By the way, I sent Connor a photo. Pat, I know they enhanced it. These are the guys that were there. It was a little bit blurrier. They just made it a little bit more clear. Let's not play this game. There was one of the inspectors, whatever you want to call them, the chief. They came out and they were like, we don't want to speculate about these people's ethnicity or their background. And I'm going to give you guys the translation.

1:27:46Five Muslim immigrants. By the way, these are British nationals. Okay? try to bomb your neighborhood, but if you dare point out that they're Muslim and want them in prison for life... Can we watch a clip? Yeah, go ahead. Go for it. So I'm from the local force, so I'm from Gloucestershire Constabulary, just to make that clear.

1:28:07So at around 12.45 a.m. today, Sunday the 27th of September, police received a call relating to three suspicious vehicles traveling towards RAF Fairford. Armed officers responded and subsequently arrested five men in the Welford area on suspicion of committing offences under the Explosives Act. The men were taken into custody where they remain. A 400-metre cordon has been put in place around the vehicles while the army's explosive coordinates. Go towards the end. All three of those vans were explosive. You know what damage that would do? And nationally. In particular, we are working closely with our partners in counterterrorism policing.

1:28:52Gloucester Police's focus at this time is on the local community. And I'd like to thank the residents who have left their homes this morning for their understanding and support. The whole neighbourhood's gone. We appreciate the disruption that this will have caused to both them and other local residents in the area. And we'd like to reassure them that we are working as quickly as we can to get them back into their properties. We would also please ask the public not to speculate. Don't speculate. But to follow official channels for all updates. And by the way, don't speculate. And don't ask questions.

1:29:22You know who all said that? You know who all said that? The British Prime Minister, Andy Burnham, urged people to not speculate. The safety and security of the people is our priority. He said the U.S. Embassy warned Americans to exercise caution, noting U.K. authorities rate the terrorism threat severe, the U.S. associated facilities possibly at heightened risk. Yeah, so basically don't speculate, meaning don't say what is so blatantly obvious. And you guys, listen to the language, okay? Describe these suspect offenses under the Explosives Act. Just say terrorism, okay? If you believe they were planning an attack, which they were, call it what it is.

1:29:58Stop using this soft language. I think, Pat, that gets lost in translation. You have to say what it is, okay? By the way, they wanted to attack their base, which has our soldiers, 125 times with B-1 and B-2 bombers, okay? And let's not even, like, look at the trend with the Pakistani rape gangs and everything and everything that's going on. And it also coincides with another story that happened in the Netherlands. 18-year-old girl raped by multiple men, Pat. They don't want to say where these guys are from. Okay? And this is what pisses me off. Europe keeps playing this game where they're scared to talk openly about who was committing these freaking crimes.

1:30:32Okay? And, again, this came out half an hour ago. These are British nationals. These are 20-year-olds. Okay? what the hell is getting in these 20 year olds that are there that you live there that's going to make you want to blow up a freaking base with with thousands of people a bunch of americans and all these bombers and mind you pat and connor i just sent you the video of them could you show uh tommy robinson showed it too just the other day 51 migrants were brought to dover england they were 33 hours did you see this they were crossing the english channel from normandy to france pat look at the security and look at how how much they give these guys the credence that is taking them and they're bringing to bring them to a hotel and they're gonna give them money and they're gonna hang out and chill this is who this is there was migrants on a boat coming 33 hours uh uh to dover england they brought them there now they're in england pat look at by the president doesn't get that much security isn't it crazy it looks like a team arriving for the super bowl yeah and what is those are those migrants were off the boats were put on the buses and are being brought to hotels as refugees because it's their policy to accept them.

1:31:39Accept them and take them. And the people in Dover, England are— To treat migrants better than citizens? You 100 % right. Suicidal empathy. And Pat, this is it right there. And that's another angle that's them during the day. And how do you think the people of Dover, England feel that you're treating them like this? Yeah, you're right, Tom. It's messy on that thing. But if you're from Dover, Pat, take it one step. Tell them what happens to the citizen if they put this on Facebook and say, I don't like this. You will go to jail. You will go to jail. So this is what bothers me, Pat. Soft language.

1:32:06You have to be careful. Don't criticize. Don't say nothing. No. And then this happens, and then a couple days later, five guys are accused of wanting to blow up a freaking base. Like, enough is enough. We need Dirty Harry. Remember Dirty Harry? You know, the mayor's yelling at Dirty Harry in the movie, and he says, I don't like this trouble. And he says, well, when I see an adult male with intent to commit rape, I shoot the bastard. That's my policy. And then he says, intent? How did you establish that? It's a naked man with a butcher knife and a hard-on running down the alley. I assumed he wasn't collecting for the Red Cross.

1:32:43And then the police chief goes, Harry has a point. You know what they're saying? What they're speculating is that these five men, which age-wise, if you want to know where they're at, one of them was a 23-year-old. It's a handful of them. It's a 23-year-old, 25-year-old, 22-year-old that they caught, all these men that they caught, right? But at the same time, when the speculation, if you're wondering what the market is speculating, the market is speculating that these guys are Iranians tied to IRGC is what they're speculating. These guys? Yes. They are tied to the IRGC is what they're speculating, that the IRGC is behind it.

1:33:25Yeah, again, remember, pure speculation. Who knows? Because a couple of the guys look like they could be from a— T-Rone. That's right. So we'll see. We'll see what's going to happen. But they're saying there's ties to the IRGC. Speculation. All allegedly. For whatever reason, UK doesn't want to yet publicly report, you know, where their backgrounds are and what they're doing. What did the president say about it? Is this a clip of the president? Go for it. Buy stocks to sell before the end of the week. You might be missing the opportunity to hear. The guy says now is the time to go all in. Real traders still hear the noise.

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1:36:00Find furniture, hosting essentials, festive serveware, and more all in one place. So you can spend less time getting ready and more time enjoying the season with the people who make it special. Shop Wayfair.com today to make holiday magic at home. Wayfair, every style, every home. Are you going to pause the actual airport? The arrest in the U.K. was fantastic. Working with Britain, it was an amazing job. We had them under investigation. They were looking to do big damage to our port. And working with the British worked out great. It may have been Scotland Yard. I don't know. We worked with a lot of them.

1:36:40We had them under view for a long time, and we got them. Thank you. Am I here? Can I just give a shout-out? Yeah. Shout out to the intelligence community for actually stopping this, stopping this plot. And it sounds like, according to President Trump, that they've been monitoring these people for quite some time. I saw a report where they were monitoring them, but the straw that broke the camel's back, a farmer goes, hey, brown guys, white vans. By the way, and he said 8 to 10, Tom. He said 8 to 10. Pat, he goes, I'm positive there was 8 to 10 of them, but they caught 5 of them. And you know the good news?

1:37:16They caught these guys, and they're going to find out who the hell these guys are, don't you think? Oh, absolutely. Oh, exactly, especially if the CIA is there with their little attaché case full of syringes. But I just hope that their government, I just hope the government doesn't play this, hey, guys, we're going to hold on to it. We don't want to tell you that they were in this mosque or doing this or doing that. Allegedly. No, what I'm saying is even if it is, Adam, and they are terrorists and they hate the country and they hate America, you think they're going to come out and say it? No, because you let all these people in.

1:37:47You let all these people in that hate your country. Period. Sorry. Well, luckily they caught these people. Yeah, and we'll see. We'll see what happens next. But there's a little bit of tension right now of anything like this that could happen next. And so people are kind of like, hey, you know, just kind of like, you know, let's be on. Because how desperate is Iran to? Let's assume what Scott Besson said, that they have two more weeks. Let's assume everything that they're saying about how bad is economically in Iran. How desperate do you think Iran is right now? Extremely. 10 out of 10 desperation.

1:38:21When you're desperate, what do you, like, they would always say in insurance agents, do whatever you can to get desperate agents from not selling on their own. Have somebody go sell with them because desperate agents will sell anything for commission, right? What are desperate people capable of doing? Anything. What are desperate countries that just killed 10 ,000 to 50 ,000 of their own people capable of doing? Doomsday. They're willing to do anything. So, you know what? The intel, if they're able to get their work done right now, you've got to give them credit as they're going through this. Jamie Dimon gave some business advice.

1:38:54And, Tom, I'm going to come to you with this one here. Jamie Dimon says business leaders are sloppy as hell at communications. This is a Forbes story. He told an audience that most executives are terrible at two skills that matters the most, communication and leadership. His verdict on the business writing was blunt. Leaders send memos and decks that are sloppy as hell, burying the point under jargon, and then wonder why nobody executes. Diamond argument is that communication is not a soft skill. Bolt it onto the real job. It is the job. If people cannot understand what you want, nothing else matters.

1:39:27He pushes brevity, says the, say the thing plainly, say it early, cut the throat clearing. On leadership, he is equally direct. Too many bosses managed by abdication, hiding behind processes and consensus instead of making a call and owning it. The best leaders are ready, visible, decisive, and willing to be disliked for a decision they believe in. How powerful of a breakdown is this, Tom? This is incredibly powerful. And this is coming from the same guy that absolutely went off on work from home about six months ago. Remember this? And somebody recorded it. He says, you're sitting there. You're not as effective.

1:40:04You're not doing this, and you're not paying attention, and you're on your phones. And he's there. And what he's talking about here is basically human leadership. And I love the point here, burying the point under jargon and then wonder why nobody executes. It says, I push this right now. I push this at our company right now at times. Not all the time. Fortunately, we've got some great people here. But it's like communication is not a soft skill. It is the skill. What will you do, and when will you do it? And next week, did you do that? That accountability loop, nobody seems to like, and people don't.

1:40:40And there is another story in here as well, Pat, if we could go to it, about what businesses expect of young people. Let's look at those four things, and then I've got something up there. I know you know what I'm holding. Yeah, go for it. So the four things that they're talking about that people want in college graduates and the people is like good businesses that are hiring, what they're asking for, and they say, look, we think you need to have four simple skills. Sound judgment. Resilience. In other words, if your judgment is wrong, come back and keep trying. Communication. Oh, there's what Jamie Dimon's talking about.

1:41:18And collaboration. No lone rangers. Work as a team. And when you take a look at the things here, we have, and I highlighted them here, this is our culture book. And one of them was Recover from Setbacks. Go ahead, Tom. Yep. This is our culture book. Our culture book, you can get this at vt.com. And people see it because they say, well, you've synthesized the things we should be talking about. And we look for seven qualities among our best associates. Research, hunger, desire, competitiveness, hitting deadlines, an obsession with personal development, curiosity. And we don't want you to be a lone ranger.

1:41:53And we want you to be part of the one club. Do what you say. And take a look at this and what Jamie Dimon is saying. Guess what? In an age of AI, humans that can communicate well, lead well, lead with clarity, get the job done, and work with the team to lead them to get the job done are valuable. Pat, I'm so shocked. Yeah. No, this is a very simple breakdown that when you see something like this, again, the words, visible, decisive, and willing to be disliked for a decision they believe in. Last Friday, before we finished today and we go to a photo shoot with the family, we had the seventh CEO of Disney come here, Bob Chapek.

1:42:33And he did the first podcast. It was a two-and-a-half, three-hour podcast for his recent book that's coming out. The interview goes live tomorrow. Let me tell you, this conversation we had of what happened with them, I'll let you watch it. But based on what was talked about, there were moments that Bob Iger knew Bob Chapek was going to be fired when he became the CEO of Disney, that he set him up for COVID. And he talks about Bob Iger style of leadership and versus, you know, how other people are at. So these types of stories, this book is coming out September 29th. The interview, we drop it tomorrow, the 29th.

1:43:11Whether you're an executive, whether you're a businessman, whether you're a fan of Disney, whether you want to know what happened there, I asked him the question about LGBTQ, and we showed a chart of how many LGBTQ members they've had in movies and cartoons and how to stock it. I showed the chart right in front of him. Our team did a great job putting that together, and he had to give an answer to it. And we spent quite a lot of time on that topic alone. But with leadership, it's very simple. This is why Jamie Dimon is respected the way that he is. visible, decisive, and willing to be disliked for a decision they believe in.

1:43:41It's not an easy thing to do. By the way, a part of that could be who? A part of that could be Trump. He's visible. Nobody in the head. The other day is like, well, you know, you are in a Sarah Huckabee comes out and says, what are you talking about? Your previous president wouldn't even come to these press conferences. He's the most available president to the press there's ever been. He's visible. He's decisive. And he's willing to be disliked for a decision they believe in. It's not an easy place to be. But I like what Jamie Dimon says about this when it comes down to leadership. Let me get to the next clip here that we have, next article I'm going to get into with you guys.

1:44:14This one's a bit of a different direction I'm going, but I think it's important for us to be talking about this. So USC is playing Oregon, and an incident happened in Texas as well. This is college football. And although it's sports, it's more than sports we're talking about here. If you can pause it real quick, this is the quarterback of Oregon. is going up, and he decides to slide, and watch what the opponent does. Go ahead. Watch this clip. We've all seen this. Late hands. Oh, you didn't see this? Vinny Adam, you didn't see this? So he's gone. And look how he's celebrating. Look what number eight is doing celebrating.

1:44:52His own teammates. One of them is celebrating with him. Number six is saying, great job. But one other opponent is coming up and saying, stop celebrating. Put your hand down. Look at this other guy, the mature guy, right there. Put your hand down. Stop it. You can tell he is trying to get him off and stop celebrating. And eight continues to celebrate. Late hit, the kind of hit that gets kids injured. They're out. They get hit in a big way. And look at him working on him. The hands come up. That's called the fencing position. Watch this. And that means that the brain shuts off for a second. This is the most dangerous type of hit because the elbow went in the jaw and then the head hits.

1:45:30This is horrible. That could kill you. Of course it can. Boom. Of course it can. Now, the good news, Tom, is I think he's doing okay. I think the reports came back that he's doing okay. And so a lot of people were going out there and, you know, saying USC's program, you ought to be ashamed of yourself. How much of this is on the program? How much of this is on the player? Because a similar type of an incident happened with Texas. And, you know, Texas, this is a very well-established, respectful organization that they have. But watch what happens here with a player who sacks the quarterback, and look what he does.

1:46:03And the players are like, what are you doing? What? He's pretending to pee on him. What would I do, man? Are you serious? His own teammates are like, what is wrong with you? 15 yards. That's what he says. Or simulating using the restroom. What would I do, man? So, the coach of Oregon is being interviewed. I sent you guys that clip as well if you have it. And he's saying, hey, if you want to go to Chris Brown concert, go to that team. If you want to win, come over here to us. Do you have that one that I sent? Go to the next slide. Yeah, just go and then play this clip. Watch this. Guys, I guess if you're interested in winning football games and you're from this area, you should go to Oregon.

1:46:47If you want to go to a Chris Brown concert, you should go here. Three wins against these guys. If you want to go to a Chris Brown concert, and they talk about what happened afterwards. How much of this you put on the player? How much of this you put on the team? How much of this you put on the coach, Tom? So I put this type of behavior. This type of behavior, I put 50 % on the coach, and I'll tell you why. When you're coaching these folks, they need to fear compliance. They're our starters. They're in the game, and they need to fear consequence. I don't mean fear hazing like so many college fraternities and just the ridiculousness of hazing, but they need to have great respect for that coach and that the coach would never accept this.

1:47:29Do you think anyone in the history of Belichick would do something like that? Nope. Hell no. You'd get cut because the team's more important than you. Do you think anybody would have done this under Bear Bryant? No way. Under Paterno? No way. So I put it 50 % on the coach, and then I put it 50 % on the player. And I think the team that encouraged it, you already saw that there were members of both teams that were coming over. What are you doing? But there was also members of both teams that were like the high five and quiet. What does that tell you? If the whole team comes out on it, goes, what are you doing?

1:48:09Guess what? Then it's the player, 100%. But that's not what happened. You saw other people that were still in there. And the other side of it is this is very competitive now. NIL has brought money into it. This is very competitive. Win your place. Keep your place. and a lot of these guys want to play on Sunday. And so they show this kind of grit and determination on Saturday. And then you have a guy that's going to say, well, we're not going to draft this kid. So I think I put half of it on the coach. There's one person that we're not even talking about that I put a lot of it on. That's parents.

1:48:40You know, parents, to me, like, you know, your kid behaves like this. Somebody made it okay for them to do it. And I'm not even talking about the USC one. I'm talking more about the Texans one. What do you mean you're behaving like that? You think that's the first time they did that? You think after the sack he just decided to do that? Or you think he practiced that? You think he played it before the game? You think other people knew he was going to do it? Now, if nobody else knew, the Texans team gave me the vibes that the other players didn't know he was going to do that. Like, what are you doing?

1:49:07I agree. What kind of behavior is this? But to do something like that? Dude, like, that is just, that is horrible theatrics. Adam, you were part of Florida State, you know, football, and you played sports. What do you think about when you see something like this? Yeah, I mean, the biggest challenge right now, as Tom hit it, the NIL players have more power than ever. So, look, I'm a big Miami Hurricanes fan. I played football in North Carolina. I transferred to Florida State, you know, did the whole walk-on thing. But the reality is these players have more power than ever, and if they don't like what's going on there, they can transfer another team, go to a transfer portal, go get that money, and go elsewhere.

1:49:46So, to me, these two situations, the Oregon thing, by the way, Oregon beat USC. The USC thing, a lot of times these plays are so bang-bang, you're running at a guy, you're running at a guy, you really can't kind of control yourself. So I don't know if the guy did that intentionally. I'll give him the benefit of the doubt. The guy from Texas, you do a sack, you get up, you don't randomly come up with that in the spur of the moment. You think before the game, if I get a sack, I'm going to do my little urination dance and whip it out and then boom. I've never seen something. To me, it's so dumb. And it's so stupid.

1:50:24And now the referee doesn't have to say unsportsmanlike conduct. He has to say, unsportsmanlike conduct. Simulating, simulating. Like, what are you doing, homeboy? Vinny, what do you think? And listen, last thing, Miami Hurricanes, I grew up in the 80s, 90s, when Miami Hurricanes were doing the dance, doing their thing. Michael Irvin, Warren Sapp, Ray Lewis, respect on that. They were never urinating on people. They might have ripped your head off. But to me, Texas, when you've got Arch Manning out there, do a little bit better. I don't like that at all. It's undetractive, and I love that you said that, Pat.

1:50:54It's a combination of parenting, some of the coach, but it's on this person. And I think it's just like, for instance, I'm a little bit on the opposite, Adam. The urinating, he planned it, he's stupid. Okay, the other guy, you almost took his head off. Yeah. Okay, and you're celebrating. People are like, yo, bro, the guy could be dead. Relax. And they don't understand this. those little decisions that you're doing on this field in that heat of the moment you're stock because you're the dream is what if you're playing college football it's the NFL if you don't think everybody in the NFL is watching that and one day when you try to go into the draft or the combine and they go hey wait is that you are you the guy that almost killed somebody because we're all about safety in the NFL now and you celebrate it oh you're the guy that urinated and you think that that's cool I'm telling you right now your stock drop substantially and good for them.

1:51:46Good for them. One is on the field and one is behavioral. By the way, did you see that UFC fight with the Mexican kid, the great fighter, the Rosas? Yeah, he collapsed. Oh, Rosas, he was fighting a Brazilian guy. And in the heat of the moment, the guy just completely lights out. Yeah, he was out. He was out. When you're in the octagon and you're on the field, you never know what's going to happen. But the after-the-play thing with Texas, to me, there's a level of disgust that plays a part. It's not acceptable. I've got a few other things I want to get into. I think it's unacceptable behavior. I think parents need to be involved and they need to put a certain level of fear of you don't behave like this guy.

1:52:26You're representing the team. You're representing the family. You're representing the country. You have certain things you're representing. You don't behave like that. Pat, not to get too into the weeds on this, the lack of a father and a parent in a household. That could be a factor. You're right. No, that goes together. And this leads me to the next story. Messi, okay? Billionaire soccer player who scored a goal yesterday that people lost their mind. You have the one that I sent you, the clip of all the angles. Unbelievable. Of the way he scored his goal. Just watch this. Can you put this from the beginning?

1:52:57Please watch this from the beginning. Watch this. Wow. Boom. That looks AI. Dude. Like. Oh, I'm crazy. In Miami. Bro. Oh, that's in Miami. There you go. Oh, go, that's all. There's certain players in sports that you're going to miss. This is one of them. He announced. You know what is his last final game for Argentina? What? October 6th. What? It's his last game with Argentina. He announced it. Next month, that's it? Benin at the Estadio Monumental and Buenos Aires, FIFA, and the Reuters report. I think tickets sold within seconds. Of course. Sold that within seconds of him saying he's no longer playing.

1:53:37And he just bought a house. He bought the house right next door in his Fort Lauderdale mansion for$8 million, give or take. I hear it's a great neighborhood. If there's a statement that he's making, think about this. He's planting his house. How many cities do you think would love to have Messi around the world? Every single one. How many states would love to have him? He had 50 choices of states to choose. He chose Florida. Out of all the counties in Florida, he chose Broward County. Out of all the cities he could have chosen in Florida, what did he choose? Fort Lauderdale. Why did he choose Fort Lauderdale?

1:54:07Weird. Why would you think maybe he and his family, you think this was a decision they made on safety, on low-key, on living on an island, security, taxes, all of that? Even some people are like, well, after retirement, because the stadium, just so you know, if you go from our place, we live right next to them. If you go from our place to the arena that they play, the other day I went to Inter-Miami again. We were hanging out with the owner of Inter-Miami, Jorge Mas, the stadium looks ridiculous of what it looks like. And a gentleman of the sport. One of the owners you loved. Yeah, he was just a pure class act.

1:54:40And you go there and you're thinking to yourself, all right, so he's probably going to move to Miami after he retires. And no, he buys the house right next door. So who knows what the long-term goals are. But it gives more credence to people who call me and manek me. I give him an ex all the time. I made another video the other day. Why move to Florida five and a half years later? Because now you actually live here. So the first one I made was a different story. This is the second one. But there's a reason why people like that are moving to cities like Fort Lauderdale and surrounding area. But this is a massive shout out specifically to Fort Lauderdale over Miami.

1:55:15Over Miami. What community has more Hispanics, Fort Lauderdale or Miami? Miami. Why did he choose Fort Lauderdale? Because Adam's not there. But you know he's coming over here. So, Adam, your thoughts on this? Well, congratulations to Messi. Amazing. The GOAT. There's someone that might be a little upset right now. and I don't want to rain on our friend's parade, but there's an incredible soccer player who's 13 years old now that still thinks that Cristiano Ronaldo is the best player in the world. And I don't want to do this. I don't want to do it, but at this point. He would flatten your tires, but you don't have a card.

1:55:53Can I just come out and ask this question? At this point, can we just settle the debate? Messi is the GOAT. Ronaldo is not the guy. Can we just come out and say it? I don't want to hurt you. Yeah, good luck getting other people who are Portuguese, Ronaldo, diehard fans to agree there. Just like good luck getting LeBron fans to agree that Jordan is better. Messi is Jordan and Ronaldo is potentially. LeBron might not even be that high. But I'd just like to settle that debate. Plant that flag right now. Well, there's speculation that Messi and Ronaldo are about to play in a game that they'll be teammates for the first time ever.

1:56:28And the world of soccer is looking forward to seeing that. There's a real possibility. It's like Pippen and Jordan teaming up. Yeah, so this is about Boca Juniors that they're talking. We'll get them together. And there's, you know, Carlos Tevez's farewell match in December 2026. He wants those guys to want to be teammates. And my God, it would be a spectacle for the world to see. Because you know what everyone's going to want to see in that game? Messi gives a pass. Ronaldo scores a header. and the fans go crazy and Messi and Ronaldo hug each other as they're about to leave the sport. Two of the greatest to ever lace them up in the history of soccer.

1:57:08Unbelievable moment for these guys to experience but shout out to Messi for that goal that he scored and congratulations for him to plant his flag in the state of Florida and also for Lauderdale. I want to play a clip for you guys. You guys know I love music and how many Many of you guys love Teddy Swims. What do you mean? Me and you sang and going to Miami for an hour? No question. Literally, Vinny and I put on a concert singing to Teddy Swims on an hour drive to a fight that was taking place. So check this out. This is in the middle of the street. This guy is singing his song. People are just walking by.

1:57:45They don't know who he is. Most people don't know what Teddy Swims looks like. He just went regular clothes. After the guy is done, Teddy Swims starts singing acapella. I just want you to see how amazing this video. It's got like, I don't know, 100 million views, whatever, Scott. Watch this clip here. Go for it. Wait for it. I don't know if I'm scared after you do it. Don't be silly. I remember when, I remember, I remember when I lost my mind. And he's good. Norwood Berkeley.

1:58:15Great voice. People are just walking by. They don't know who these people are. Does he know it's Teddy Swin? Yeah, he knows. others don't now watch when you're out there i don't care i was out of time i watched this oh my god who's gonna know that he's covered up you don't even know he's about to come up guys wait for this guy's very talented this kid yes

1:58:53Construction worker. Wait for it. He's about to hit it. I think you're crazy. Oh, I think you're crazy. Free concert in the one knows. Front row. Looks like it's in the UK somewhere, right? Those are migrants in the back. And then some people start to realize. Isn't that crazy? These stories where you hear about, Like, I think one time, is this a true time that U2 was stuck at the airport at whatever it was, and then they decide to put on a concert. They start performing at the airport. Have you heard about these stories? Apparently, like, Bono and these guys, sometimes when these singers get stuck, they just start performing, and people are like, wait a minute.

1:59:39Is this real? Is this really happening? Who is this? There's one TikTok account that they basically do that. They're just sort of like it's like a flash mob, but for musicians. Yeah. I'll see if I can find that account. But freaking Teddy Swims. He is ridiculous. Is he not ridiculous? Yeah, that voice is incredible. He was so covered up. You have no clue who he is. No. 34 years old, lighting it up. You were going to say something about it. Well, you know, I got to give someone a shout out right quick. Here we go. Shout out. Adam's going to shout out. I think you're going to appreciate this one.

2:00:08There was a girl in a subway. This person does not get enough credit at Valuetainment, but we have our musician, DJ, Mickey Cedillo here that's constantly playing music. I'm not sure if you've heard her. I know you might have heard her sneeze. Yes. She put me on to Teddy Swims in 2000. What? I'm sorry, in 2020. In 2000. When he was four years old. Or she was born. I think that's pretty good. I said, what is that right there? She goes, oh, it's Teddy Swims. And the guy has just gone, he has sort of the door walking out that door. Incredible. Teddy, keep doing you and do me. This is my little opinion.

2:00:44Don't go jelly roll. Don't go Hollywood on us. Stay you. I don't think he will. You don't think he will? No, I think he will. You don't think he's going to go do one of those crazy? He'd be crazy. You think I'm crazy? Last clip I want to show you is Max Verstappen. This one's for you, Tom. So Max is being interviewed, and he's telling a story about what's happening with him. Can I win eight championships? Because that's the number, right, to win eight. If you want to be the GOAT, and a lot of people think Max has what it takes to be the greatest of all time. The guy is very unique. There's a story about him and his father.

2:01:17I'll try to find that as well that goes with him. But in this clip, look how much perspective he's given. Go for it. And there's a reason why I'm playing this for somebody that hopefully are watching this. Go ahead. You know, the ultimate goal, can you win eight titles? Yeah, it would be amazing, yes. But on the other hand, it's not really necessary. I mean, there's so many more things that I want to do in life. And also just have, you know, a bit of fun, catch up with my family. Because I know that there will be a day, of course, that, you know, nowadays, sometimes my dad or mom calls me and I'm like, I'm not busy.

2:01:48You know, like, I'll call them back later. but I also know there will be a day that they are not calling me anymore, you know, because they won't be here. And these kind of moments, it makes me realize that it's not all about racing and Formula 1, and I want to spend time with them because from when I was four years old, all of our lives, my family's life, has been dedicated to me and success, and trying to get to Formula 1, and at one point that's enough, and then you have to give back and spend more time with them, and at the end of the day that's way more important than, you know, all the success here.

2:02:18it's great i mean i love it i love to be competitive i love to win championships i love to win races but i won't win family again comes first because people get older and you really have to savor those moments what a freaking perspective right with the guy and it's it's interesting because uh last night i get a call from one of our guys you know who this is we love him this guy's family to us. We love him, we love her, and we love their kids. And he had to fly to LA last minute yesterday because it was the last moment he was going to have with his mom. And he said, I have to be there bedside next to her.

2:03:00So he goes, he makes it. He makes it bedside right next to her. And I'm talking to him last night. And he says, she doesn't speak back, but she's nodding that she's hearing what I'm saying. And I literally just got a text 30 minutes ago that she passed away. Oh, wow. This just happened 30 minutes ago that she passed away. And, dude, this is like, you know, we talk about this, how this thing goes all of a sudden. It goes all of a sudden. And this individual that just passed away, she had the most amazing spirit, happy, positive, fun to be around. You wouldn't see an ounce of bitterness in her. She was just fun to be around, and it's gone, right?

2:03:45Thank God he had a chance to go and be bedside, where he knows for the rest of his life he was there when that moment happened. Some people don't have that luxury. That is a very difficult thing that happens. Of course, we want another day, another second, another moment. I was watching the interview of that one actor that he says, man, he says, you know what I miss? Just the sound of my mom. I would just give anything to just talk to her one more time. I just want to hear her voice. I just want her to say hi. He says, every day I would call and talk to my mom. Every day I would just call and talk to my mom.

2:04:17And I don't have that anymore. He says, sometimes it was just a conversation. Ma, how you doing? Ma, how you doing? Ma, here's what's going on. You know those people that talk to their moms every day? You're like, what a lucky community where it's like mom is like fully supporting, loving. Your mom's an angel. You know she's watching right now and she's listening. You went to L.A. to be with her and how she always had surgery on her foot. She had surgery and all that stuff. Yeah. Well, I saw this video with Max and I'm like, you know what? This guy's arguably going to go down as one of the top three greatest drivers of all time.

2:04:47And he's given perspective of what happens with family because that day is eventually coming for everybody. Yeah. Where that call is made and this is it. And we no longer can make that phone call. So if you're watching this, I don't know, man, make that phone call. You know, not everybody has the best of relationships. One of the things we're working on right now with the podcast that we're trying to bring this new show on is for fathers who haven't spoken to their son for 15, 20 years or sons who haven't spoken to their fathers for 10, 15, 20 years. We're going to have a casting call that we'll have, which if one is open to the other one.

2:05:22And I'm going to call the father or the son to unite them and come down here and do an interview together with them. Because that father-son relationship to me is very unique for them to have that. So, anyways, you know, while you're hearing this story with Max and he says he wants to be around his dad more, there's a story that he tells once. He says when he was a kid and he was karting, go karting, one race, his dad is chewing his ass out. and he says my dad was so pissed off at me because I kept trying to talk to him and he didn't want to talk to me and he eventually was so disgusted by the way I drove that he pulls over the car and tells Max to get the hell out of the car because he doesn't want to talk to him.

2:06:06Max says my dad drops me off at the gas station I have no clue what to do this man who's my hero I love him he doesn't want to talk to me he just goes home. He says luckily my mom was five ten minutes away She came and picked me up to take me home. 13 years old? 13 years old. And you know when you see them together? Because the dad is a psycho competitor himself. It's just a beautiful story that even a son who had a father that drove him so hardcore cannot wait to have more time with him. Isn't that a beautiful thing? And recognizing the time. And recognizing the time. And I love videos like that because, by the way, I really like and respect Verstappen.

2:06:42to see him and like you see another layer of a human being which is like you you have the eye and the prize but to have that that that know-how of time pat i i was talking to somebody the other day we have one like you never had this when we were young nobody you didn't give a damn nobody cared about time the older we get we're looking because and i don't know if anybody else is out there how fast it's already september 28th time is flying by and i tell people all the time i love that you said it, Pat. Talk to your parents. Even if it's not that you're fighting, call them. Talk to them. I talk to my mother every single day, multiple times every day, not because I have to, because I want to.

2:07:19I love her to death. And we talked about this the other day, too, about kids and their families and, like, remember we were talking about Tico? And Tico's the guy that's like, I don't want photos. I don't want to be, leave me alone. And I told them in the car, I go, Tico, I don't have any photos of me. That's crazy. There's maybe, there's maybe, Patrick, maybe, and my mom can attest, when I got out of the Air Force, I'm sorry, when I graduated, there might be one photo, I think she has it, of me over here, my mom, and me, Pat. I'm looking at my dad, and I'm emotional, and my dad's just looking at the camera.

2:07:50That's the only photo. I have one photo that I'm kind of next to my... Are you freaking serious? Yes, and she has... Mom, if you're hearing this, send me the photo so I can show Patrick. One pat, and you're going to see in my face the sadness of me looking at my father. And that's all I have is that one and memories, okay? So when I tell people, and I've talked to him about it too, about getting close. Your dad is your dad. Even if he's in the picture and you love him, but your mother carried you. She nurtured you. She brought you here. And I know some people have messed up relationships, but the mother, the connection, especially if she's been good to you, like Pat, and the messed up thing is you have to think about that.

2:08:27You have to foresee the future because they're not going to be here forever. Because the way that the world works, you're supposed to bury your parents, not the other way around. and it's a sad thing but recognizing it and getting close to the patting is one of the most important things in life it really is besides God go ahead Tom yeah you might be missing the opportunity now is the time to go all in real traders still hear the noise they just know when to stop listening to it find and research opportunities to fit your strategy with thinkorswim trading platforms from Schwab discover features like robust charting nearly unlimited customization, and built-in risk management technology.

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2:10:17But I'd like to offer one other perk. We have no stores. That means no small talk. Crazy weather we're having. No, it's not. It's just weather. It is an introvert's dream. Give it a try at mintmobile.com slash switch. A upfront payment of$45 for a three-month plan,$15 per month equivalent required. New customer offer first three months only, then full price plan options available. Taxes and fees extra. See mintmobile.com. Shaq here. What's it like to buy a car from Carvana 100 % online and get it delivered to your door? Let me tell you. Your car is here, Mr. Shaq. Thank you, Mr. Carvana guy. Can't wait to take it for a spin.

2:10:53Only the best for you, Mr. Shaq. Hey, have you always been so big, tall, and handsome? Not always. I was 6 '10 once. Seven days to love it or return it, Mr. Shaq. Not that I would. You never do. No, I never do. So buy your car today on Carvana. Delivery fees may apply. See our seven-day return policy at Carvana.com. I can't talk right now. Oh, Tom. I just... How important, Tom. How... The love... Yeah. You know, my heart's heavy for a friend.

2:11:36and you're the best Tom you have to cherish the last words because then there's days you don't get the words anymore they're not going to be there and so you have to value those and really be very intentional about them and I think it's It's hard to be, you know, the world is so busy and there's so many demands and the communication comes out so fast and furious and the things we got to do. It's such a busy place now that that competes and you forget just how intentional you got to be to put that time down and to remember it, you know. cancer got my dad at uh at 61 and you realize you know i got all the answers i'm gonna get i got all the moments i'm gonna have and i protect them like jewels but you have to sit there and know each day you got to make another jewel with the people you got left and then and protect those it's just it's a it's a heavy topic to talk about and then my heart's very heavy for this uh this person this morning really heavy so oh man well i i just want to uh end maybe on a lighter note uh shout out to my mom because today it's her birthday oh what are the odds seriously what are the my mom we're going out by the way i don't i sit connor Humberto, I sent you a picture of the last time I took my mom out on a double date with a good friend of mine, which was your mom.

2:13:15And we did a double date, Vinny, with my mom and your mom. Yes. This is where the picture should show up and tee it up. That's a funny picture. I guess our guys aren't pulling up the pictures. But anyway, happy birthday to my mom. And you've inspired me incredibly how much, how tight you are with your mom and how tight you are with your dad. so I just want to give my mom a happy birthday shout out. Happy birthday, mom. And I did send the team pictures, but maybe they're not listening. I don't know. They're listening. They're probably also in the back emotional themselves trying to hold it together.

2:13:49Okay, different kind of a podcast on how it ended, you know, but that's the reality of it. Everything I do at this phase of my life is just creating those memories. So the way Tom put it, what was the word you used? Jewels. You said it's creating those jewels, right, creating the next ones. That's really all it's all about. You know, it's having the... Oh, there it is. There's our double date. Hey, happy birthday, Mom. There you go. And I hope sweet Lana's feeling great. Happy birthday, Mrs. Sosnick. Thank you. I'm sending this to Connor right now. Connor, I'm slacking this. Oh, you found a picture of you and your dad?

2:14:17Oh, your picture of your dad? Yeah, Pat. Can I ask you a question? I want to hear that. Okay, since we're on this emotional journey right now, my favorite guy, how's Papa Gabriel doing? He's doing good. You know, we were with him yesterday. We're with him every day. But you know how it is. Like, people come over. All they want to do is they want to talk to him. We had a birthday party yesterday for Dilly Boy. And everyone just sits next to him and talks to him. And he tells us crazy stories that he tells. You know, whatever he's going to talk about. Our marriage, relationship, family, all this stuff.

2:14:44You don't get a lot of these. Look at this picture. And I forgot. Look at my mom's crying. Look at me looking at my dad. That was my dad, my sister. What are you thinking? I was just. What are you thinking? Is he proud of me? That's exactly. That's what was going on. And I was so emotional to see them because the military really messed me up because I never was away from them. And this is that moment that I'm looking at. This is literally, literally the only photo. And look at my mom. She was crying. I'm crying. My brother, who was already in, and I was like, that's the only photo that I have.

2:15:13Look at his hand. He has a camcorder because he was proud. And just yesterday, my mom was like, my mom just thinks, Pat. My mom goes, Vinny. Because there was, Pat, there was no inclination of what I'm doing right now in my life. She's like, I can't imagine how proud he would have been to see exactly what you're doing right now. It would have been insane. It would have been insane. And just so you know, you, your brother, and your sister all served. She joined after this. My sister joined after this. And your mom served. Yeah, my mom was in the Iranian army. What a good kid your mom is. I love her.

2:15:45This is the only picture of you in your bed? That's the only picture that I have of me and my father next to my dad. Yeah. Even as a kid? My mom can attest. Yeah, I don't even think there's photos of them. Either they didn't take them or God knows where they are. This is the only photo that I have of my dad. What an interesting. You told me this two nights ago. I'm like, that's hard to believe. Vinny, have you framed this picture or no? No, she has it on the photo. This picture is a picture that tells so many freaking stories. If you ever write a book, this has to be in the book, bro. And I'm looking right now.

2:16:20And it's crazy. You're looking at your dad. You're not even going to know. That's what I'm saying. The only person that's looking at his dad. No, Adam, that's part of the story. You understand the dynamics here. This isn't about what are you doing. This is about a boy who is 18, 19 years old. How old are you right here? 19. 19 years old is wondering, is my dad finally proud of me? That's it. That's how I process this picture. And let me ask you, how much longer after this does he pass away? I want to say a year or two, maybe a year or two years. After this. After this. When you're dead? Two years.

2:16:55Yeah, because I was in Mountain Somerset, Montana. My mom called me and goes, hey, listen, he went to the doctor. Don't be emotional. It's going to be okay. He's going to take chemo. And then a couple months, boom, gone. So, yeah. Nothing like family, man. Precious. Everything goes by very, very quick. Anyways, gang, great being with you guys. Tomorrow, the Bob Chapek interview, Disney, for seventh CEO in Disney, 103 years. His interview goes live tomorrow, and we will do this again on Friday. God bless everybody. Take care. Bye-bye, bye-bye.

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From the publisher

Patrick Bet-David and the Home Team break down the latest Trump-Xi deals between the U.S. and China, warning signs emerging ahead of the 2026 midterms, and Tesla finally delivering its long-awaited Semi. Plus, the Iran war, rising prices, AI concerns, the economy, and the biggest stories shaping America.

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ABOUT US:Patrick Bet-David is the founder and CEO of Valuetainment Media. He is the author of the #1 Wall Street Journal Bestseller “Your Next Five Moves” (Simon & Schuster) and a father of 2 boys and 2 girls.

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