In short
A preview of Raging Moderates arguing the Trump administration’s Iran war strategy is inconsistent and “delusional,” with unclear objectives, shifting rhetoric, and damaging effects on allies and the global order.
Guests
No guests are named in this preview; it’s hosted by Skye Galloway and Jessica Tarlov.
Key claims
Trump says the U.S. is making progress toward a deal; Defense Secretary Pete Hegseth claims the U.S. is closer to “winning,” while acknowledging Iran can still strike back. The episode says objectives have been quietly reduced (no regime change/obliteration language) and that Trump is open to leaving before the Strait of Hormuz reopens, effectively letting Iran control it.
Notable examples
B-52 strikes on Iranian supply chains; Iran’s tanker attacks; allies refusing help (Poland, Spain/Italy, UK intelligence sharing); rising gas/diesel prices; war costs over $25B; comparison to Iraq’s long-term damage.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Chapters
Tap a time to open that second in VOWar with Iran: Confusion and Chaos
1:15 to 1:40
Explore the conflicting messages regarding the U.S. war strategy in Iran.
“All right, here's a preview of today's show.”
U.S. Military Objectives and Failures
1:47 to 3:57
Discuss the shifting objectives of the U.S. military in its conflict with Iran.
“President Trump is touting real progress toward a deal while Defense Secretary Pete Hegseth says we're closer than ever to winning.”
Global Credibility at Stake
3:58 to 6:06
Analyze how U.S. actions are affecting its credibility on the international stage.
“the Wall Street Journal reported last night and then Trump confirmed it this morning on True Social that he's open to an arrangement where the U.S.”
Impact on Global Alliances
6:11 to 9:48
Examine the implications of U.S. foreign policy on its alliances.
“Russia has a tighter relationship with Iran than we have with our European allies right now.”
The Cost of War: Economic Implications
9:51 to 11:17
Understand the financial and social costs associated with the ongoing war.
“And some of the more moderate forces that we've seen are now just out there trolling Trump online mercilessly.”
Transcript
Automatic transcript. May contain errors.0:00Scott Galloway:Support for the show comes from Backmarket. Most ads tell you that you have to upgrade to the latest tech product, but just because something is new doesn't mean you need it. Most recent thing I bought I didn't need? A climbing wall. Yeah, kids use that for a good 12 or 15 minutes. That's why Backmarket, the world leader in premium refurbished tech, is giving you another option. Backmarket offers a range of high-quality tech, inspected and refurbished by professionals. It's all they do. They have phones, computers, gaming consoles, vacuum cleaners, and even iPods. Plus, they're on a mission to reduce the environmental toll that fast tech has on our planet, as refurbished tech has proven to use less raw materials, leave behind less waste, and create fewer carbon emissions than new tech.
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0:48Scott Galloway:Thanks for listening to Raging Moderates here on the Prof G feed. This is just a preview of today's episode, and soon we'll be leaving this feed entirely. To get the full episode, you'll want to subscribe to the Raging Moderates feed on Apple Podcasts, Spotify, or wherever you listen. Again, that's the Raging Moderates feed. We're dropping new episodes every weekday evening so you can get Jess and me five days a week. Subscribe on YouTube or check us out on Substack if you want it ad-free. All right, here's a preview of today's show.
1:21Scott Galloway:Welcome to Raging Moderates. I'm Skye Galloway. And I'm Jessica Tarlov. If you're not already, please make sure to get subscribed to our YouTube channel so you stay up to date on the latest politics news. All right, let's get into it. We're a month into the war with Iran and the messaging couldn't be more split or if that's the right word. Confused, sclerotic, head up your ass, makes no fucking sense. Really bad. There you go. Really bad. That's probably better. President Trump is touting real progress toward a deal while Defense Secretary Pete Hegseth says we're closer than ever to winning. uh what is winning white man even as he acknowledges iran can still strike back so which is it are we nearing a deal or bracing for more retaliation at the same time the conflict is expanding the u.s is flying b-52 missions over iran targeting supply chains while iran maintains its grip on the straits of formos driving tanker attacks and rising tensions across the region.
2:20Scott Galloway:And back at home, it's starting to bite. Gas prices are up, supply chains are tightening, and the risk of a prolonged conflict is turning into a real political task. So what's the endgame here? Here's Secretary Hexeth earlier talking about the timeline. Let's take a listen. Military objectives that we're moving toward and things that we look at, and as he's articulated, you know, he said four to six weeks, six to eight weeks, three, It could be any particular number, but we would never reveal precisely what it is, because our goal is to finish those objectives. And we're well on our way, and the chairman and I look at this every single day.
2:56Scott Galloway:It will be the president's determination and the president's determination alone when those objectives are complete and when it serves the interests of the American people to cut that deal, to make sure that Iran doesn't have a nuclear capability and ultimately that our objectives or our interests are advanced. It was such a frustrating press conference because he brought up an objective that is now off the list. Secretary Rubio laid out the four objectives yesterday that are left. And by the way, there's no language anymore about obliterating anything. We're just trying to diminish things now, which, of course, on the sliding scale could be anything from like we nicked it to we blew it up a little to they're already firing more missiles than they were last week, which is a huge deal.
3:43and change in the state of play. But when he talks about nuclear material, that's gone. Regime change that lets the Iranian people live freely, that's gone off the list. And I don't know if you saw this, the Wall Street Journal reported last night and then Trump confirmed it this morning on True Social that he's open to an arrangement where the U.S. leaves before the Strait of Hormuz is reopened. So that essentially just leaves Iran in charge of the strait and they can negotiate any deal that they want. We know already they're making more money than they were before. They're cutting their own deals.
4:21Like all the tankers that are going through aren't our tankers, right? They're Pakistani tankers, Indian tankers, Chinese tankers. They're supplying the world with oil, again, just at a higher price and filling up their coffers, plus the$14 billion that we gave them back when we eased sanctions on them in a middle of a war that we said was existential for us. It's so unbelievably frustrating. And, like, it continues the, you know, the drumming from the right of you're not a patriot if you're just calling out, using their language back at them. It's like my favorite thing to do on The Five where I say, you don't even have to trust me, right?
4:57I'm just going to give you a series of quotes of high-ranking Republican officials and the things that they're saying. And you can see how they don't match what they said 24 hours ago. It's a completely schizophrenic administration when it comes to this war. And I'm worried that it's just going to, like, the final nail in the coffin of the global world order. So Poland doesn't want to help us. Spain and Italy in the last 24 hours have come out and said, like, you can't land here en route to that. The UK doesn't want to information share with us in the way that we typically could rely on. And we're saying we're going to peace out before the strait is reopened.
5:39What will be the main achievement of any of this?
5:42Scott Galloway:Yeah, it's even if the Islamic Republic was open to negotiations, what do they even start negotiations around? It's not entirely clear what the administration is asking for, what their objectives are. And the most disturbing part of that word salad was it could be any number in terms of duration. Well, does that mean it could be eight years and$3 trillion? It just feels as if we have absolutely no credibility in the international community. Russia has a tighter relationship with Iran than we have with our European allies right now. And what's interesting is that China, who I initially thought was going to be a big loser here because of the dependence upon oil coming through the Strait of Hormuz, might end up being the big winner because the Western countries who fucked up and maintained a Western alliance and tried to be dignified with the president, South Korea, the Philippines, Japan, they are just as energy dependent or dependent upon imports as China.
6:43Scott Galloway:But China's oil is getting through. So relatively speaking, China is about to expand its economic dominance in Southeast Asia or in Asia. Meanwhile, all of our allies are like, oh, my God, it all comes back to that great animal house quote. You fucked up. You trusted us. Whether it's Canada letting their export volume go to 75 percent of their exports into the U.S. thinking that they had a great relationship with us or whether it's Asian nations and our allies thinking, well, the U.S. appears to know what it's doing. Even when we disagree with them, we're gonna keep quiet. We're gonna continue to share intelligence.
7:20Scott Galloway:And now arguably the strongest ally in history with us, at least for the last, call it since 1945, has been with the UK and maybe with the exception of Canada. And now the UK is saying, we're not gonna provide you with information. So words matter, communication matters. And even if someone in the IRGC said it's time to negotiate our back channel, who do they call? What is the message? What is the administration looking for? And also, every day this goes on with this flailing. It's like trying to deal with a drunk octopus. It just it makes them look like the adults. It makes us look like the bad guys that the world community can't trust.
8:09Well, on top of it, you know, part of the calculus of the Trump administration has always been that we're going to recenter our ally nexus to the Middle East, right, and create these great partnerships with the Gulf states. And the Gulf states are saying, you have to keep going. Like, you can't poke the bear and then leave us here, essentially, at this point. And so you have this push and pull from the signals that he's getting from Americans at home. I mean, his approval rating was generous yesterday when I said it was at 40 percent. There are now a number of polls that have been in the mid 30s, even low 30s.
8:48Right. You have gas hitting over four dollars a gallon today. What's diesel up to like 550? So that decimates, you know, trucking industries, housing, construction, et cetera. and we're saying like you got to focus on what's going on at home our european allies are saying this is so harebrained and you haven't been able to give us a decent briefing to explain what a decent set of goals are or what an exit strategy is and so no one's happy on that side and then the gulf states aren't even happy with what's going on would they prefer a world without Ayatollah Jr. in it and the IRGC as it's currently constituted, 100%.
9:29But we've even stopped taking out key members of the leadership, which I feel like is an admission that this is kind of it, right? That, you know, there is no Delce Rodriguez waiting in the wings for when, you know, she can come into, it will definitely be a he in Iran. But you know what I mean? Like, there's no moderate leader that you feel like you can make a deal with. And some of the more moderate forces that we've seen are now just out there trolling Trump online mercilessly. Like everybody knows what his game is, right, that he's going to tweet a couple hours before the market opens, try to smooth things over.
10:06And I feel like, you know, we tried to put out our best AI slop from the White House account with the, you know, Super Mario themed battle plans. But we're getting trolled worse than anything that we're producing at this point, which I'm sure is even more humiliating to him than whatever is actually happening on the battlefield.
10:28Scott Galloway:So just some data here. The war has now cost more than$25 billion. And I think it's important that we start creating context around the cost. So that's enough to pay for Medicaid coverage for over 3 million people for a year, free tuition for a two-year associate degree for nearly 3 million people, and give nearly 30 million children free school lunch for a year. I think Bernie Sanders' proposal for free college was$50 billion a year. And there are some people saying that this is a quagmire that ultimately is going to cost a trillion dollars. And I think one of the most—so the first ballot Hall of Fame geopolitical catastrophes of the last of this, I would argue, of this century was George R.W.
11:08Scott Galloway:deciding to go into Iraq. You know, trillions of dollars, 4 ,500 U.S. servicemen, I believe, lost, hundreds of thousands of people in Iraq. But philosophically, I think the real damage that was done was that the administration, Bush said to America, we can have wars and cut your taxes. And the problem is the American people believed him. Before we go, a reminder that not only is Raging Moderates now five days a week, we're now available on Substack. Subscribers get ad-free episodes, live streams, and a place to connect with me, Jess, and the rest of the community. Find us at ragingmoderates.propgmedia.com.
11:47Scott Galloway:Also, as I continue to pat us on the back, big news. We've been nominated for a Webby Award for Best News in Politics podcast. We need your help to bring it home. Please head to vote.webyawards.com. Vote.webyawards.com. You want to send President Trump a message? Go to vote.webyawards.com and cast your vote for Raging Moderates for Best Politics Podcast. Show us some love. That's all for this episode. Thanks for joining us today. See you later.
12:29Oh, hey. Sorry, love to chat, but I'm busy shopping all the rollbacks and more at Walmart. Grab a what? Cancel that. I gotta grab these big savings on the Walmart app online and in-store, like right now. See who? Nope, unavail. The only thing I want to see are the prices just lowered on tech, home, and all my must-haves. Wait, you want to shop Walmart with me? Alrighty, I think I can fit you in.
From the publisher
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The Iran war keeps escalating, and the messaging from Washington couldn’t be more split. President Trump claims “real progress” is being made toward a deal, while Defense Secretary Pete Hegseth insists the U.S. is “closer than ever to winning”— even as Iran maintains the ability to strike back. Gas prices are climbing, supply chains are tightening, and the Magnificent 7 tech giants are taking a hit.
Scott Galloway and Jessica Tarlov break down the chaos: Is Trump steering the country toward peace — or pushing the U.S. further into disaster? How high could energy prices go if the conflict drags on? And, at what point do the costs of war start outweighing the public's patience?
Scott and Jessica also explore the economic fallout, the political pressure mounting at home, and what the future could hold if Trump’s Iran strategy collapses.
And finally, Scott congratulates Jessica on her recent significant achievement: living rent-free in the president's head.
Follow Jessica Tarlov, @JessicaTarlov
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