399. Trump vs. Putin, How to Stop Farage, and Kashmir Explained

29 Apr 2025 · 51 min

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In short

Podcast Notes: The Rest Is Politics - Episode 399

Episode Overview

  • Hosts: Alastair Campbell and Rory Stewart
  • Topics Discussed:
  • Trump vs. Putin dynamics
  • The rise of Nigel Farage and Reform UK
  • The Kashmir conflict and its implications
  • Local elections in the UK
  • Date: [Specify date here if needed]

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Key Discussions

  1. Trump and Zelensky
  2. Meeting at the Vatican:
  3. After 100 days of Trump 2.0, questions arise regarding his stance towards Ukraine's President Zelensky.
  4. Trump's behavior signals a potential warming in relations after an unexpected meeting in a significant venue.
  • Implications of the Meeting:
  • The meeting may reflect a shift in Trump's rhetoric towards Ukraine and a more aggressive stance against Putin.
  • The context suggests that Trump’s support may hinge on personal interactions, complicating the predictability of US foreign policy.
  1. Kashmir Explained
  2. Historical Context:
  3. The conflict traces back to the 1947 partition, where a Muslim-majority region was administered by a Hindu Maharaja.
  4. Current tensions stem from various insurgencies, recent attacks on civilians, and military skirmishes between India and Pakistan.
  • Recent Developments:
  • Recent attacks on Indian tourists have escalated tensions, with Modi's government facing pressure to respond.
  • Discussion of water treaties and their implications on future conflicts.
  • Nuclear Concerns:
  • The involvement of nuclear powers (India and Pakistan) raises the stakes for military responses and regional stability.
  • The potential for miscalculations in military responses between the two nations is highlighted as a serious risk.
  1. Farage and Reform UK
  2. Current Political Landscape:
  3. The rise of Reform UK is discussed, especially in the context of local elections.
  4. Farage’s ability to mobilize voters has been noted, with the implication that established parties (like Labour and the Conservatives) need to recalibrate their strategies.
  • Election Dynamics:
  • Low voter turnout is anticipated, which may benefit smaller parties like Reform UK.
  • There is concern that traditional parties might misinterpret the electoral outcomes, leading to strategic miscalculations.
  1. Local Elections and Fragmentation
  2. Predictions of Election Results:
  3. The potential for a fragmented political landscape with no overall control in many councils.
  4. Fragmentation signifies a shift from a two-party dominance to a multi-party system, complicating governance.
  • Political Strategy:
  • Observations on Labour’s strategy suggest a risk in trying to mimic Reform UK without addressing economic and broader geopolitical issues.
  • An argument is made for Labour to focus on its strengths rather than adapting to Farage's narrative.
  1. Concluding Thoughts
  2. Local vs. National Politics:
  3. The need for a focus on local governance and issues is emphasized.
  4. Calls for a revival of civic engagement and local democratic structures to reconnect citizens with politics.
  • Future of British Politics:
  • The discussion illustrates the challenges facing established parties in adapting to the changing political landscape.
  • Local elections serve as a litmus test for the parties’ ability to connect with the electorate's concerns.

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Key Takeaways

  • Trump's approach to foreign policy remains unpredictable, influenced by personal dynamics.
  • The Kashmir conflict is complex and its geopolitical implications are significant, especially with nuclear capabilities involved.
  • Farage and Reform UK's rise reflects shifting voter sentiments, highlighting challenges for traditional parties.
  • Local governance issues are vital for re-establishing public trust in politics, suggesting a need for more community engagement.
  • Fragmentation in the political landscape may lead to a more complex governing environment in the future.

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Additional Notes

  • Consider subscribing to The Rest Is Politics Plus for exclusive content and early access to episodes.
  • Follow the hosts on social media for updates and insights.

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Transcript

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1:32Welcome to the rest of the Spologies with me, Alistair Campbell. And with me, Rory Stewart. So, Rory, I think we should kick off very briefly just recording the fact that we're very happy that Mark Arnie has been re -elected as Prime Minister, actually, a few weeks as Prime Minister. I mean, obviously we're totally objective and neutral on the stage. Very neutral, very objective, but very, very glad that he's won. And also, I think that although it's not clear yet whether he's going to get a majority, probably going to be a little bit shorter of it. Interestingly, the two main parties have actually got a huge chunk of the vote, which are going against the trend.

2:01But I think if he winning, and if Albanese wins in Australia next week, I think that will settle down the sense that the world is all moving in one direction. We'll talk about this when we get on to local elections, but you're right. Our story last week with Australia is about fragmentation, story in that happens. And it happened a bit when Theresa May went against Jeremy Corbyn. These moments where things seemed to be at such a crisis that everybody ends up returning almost in 1960s, 70s pattern of voting for the two main parties and the small parties getting driven out. So, we're talking lots about Canada as the dust settles and it becomes clear, but today we're going to focus on Kashmir, Ukraine, and as you say, the local elections.

2:47So, why don't you start off one of your famous explainers on Kashmir? Don't do what Donald Trump did and say that this conflict goes back 1500 years. We've gone on a thousand years, yeah, exactly. I think we're really talking about lighty 47 hour, I think. Yeah, yeah, yeah, absolutely. So, Kashmir, incredibly beautiful highland area on the modern India Park Sound Border. And as you say, we won't get into the deep history, but fundamentally by 1947, the time partition, this was a place with a majority Muslim population, but with a ruler, a Maharaja who was a Hindu, and he was extremely undersized, and couldn't quite decide whether he was going to ally himself with India or Pakistan.

3:31In fact, from what I'm looking like, he wanted to be independent. And in the end, a third of Kashmir ended up going to Pakistan and two -thirds to India, leaving a large Muslim population in India who frequently felt that they did not want to be part of India, and leading to border clashes and real tensions between India and Pakistan. In the 1980s, there was a serious insurgency in Kashmir against the Indian government in the 2000s, there were a lot of uprisings. And then fast forward to the modern day, there was a big important attack in 2016, and there was a big bomb attack in 2019. And then most recently, there's been this very, very nasty attack where Indian tourists, including a couple on their wedding, traveling up with ponies to see a beautiful mountain valley, were attacked by people with guns.

4:28And this is happening at a very dangerous time, because although we haven't focused a lot on India Park Sound Rivalry, there are two nuclear arms powers. Modi will be under a lot of pressure to respond and link the attack to the Pakistan government. Well, they're not from Minute One. So 26 people killed, and also, there's a third country to throw into the mix, both in turn, I think it's the only three -way nuclear junction on the planet. Of course, you've got China there as well, part of Kashmir is China control, and India and China have had a little skirmish, well, tends to get the support of China, US tends to support India.

5:08And you're right, Modi is under massive pressure, and probably welcoming that pressure to some extent, because, and his language has been very, very strong. He sent up one of these real tough guys to take control, and the the local politicians have essentially been excluded from some of those discussions. The other thing that really fascinates me about this is this thing about water, and the water treaty that was signed in 1960, I think it was. And there was a quote I saw from the head of the one of the heads of the World Bank, Ismail Sadagelden, who was an Egyptian World Bank Vice President, and he said the wars of the next century will be fought over over water.

5:46So this deal was done at a time when Pakistan's population was 46 million, and it's now 240, 250. India's population was 436 million, and it's now 1 .4 billion, and 300 million people rely on their water from this flow of water, this bit enders river basin. And the other thing I hadn't quite realized, you know this area way better than I do. Most of that is coming from glaciers that thanks to climate change are now melting away, and they've lost something like 80 tons of water. So India threatening to stop the flow of water into Pakistan. They've threatened it before, they've never done it, but if that did happen, that's going to be even more dangerous, probably than the fighting that's going on now, the skirmishes on the line of control.

6:38I think two other things to add in. One is I was very surprised looking at the figures, how much the relationship between Pakistan and India's economy has changed so quickly. So in 1989, the average person in Pakistan was twice as wealthy as the average person in India, and twice as wealthy as the average person in China. So about $600 ahead when China and India were around about $300. And what was that? Why were they doing better? Pakistan is basically still agrarian, isn't it? Yeah, but India's economy in 1989 had been basically shackled since the war by some very, very poor economic policy and license -rage and corruption, and Pakistan had been more Washington consensus, more open to the world, more trade, from 1989 onwards, things begin to change very quickly.

7:26China ends up by 2004, going from being half as wealthy to twice as wealthy as Pakistan, and India's beginning to catch up. By 2014, India is creeping ahead, and China is by now streets ahead. If you take it to the present day, it's not very long after. Today, Pakistan is on $1 ,500. India's on nearly 3 ,000, so it's China is 9 times as wealthy per capita, and it's $14 ,000. So, Pakistan is in this very odd position where it would have felt not very long ago, even as recent as 2004, that at least on a per capita basis, it was almost India's equal. And really, the story has been that Modi is increasingly not talking about Pakistan, and that may be helpful because there's a sense in which this attack is not quite like the October 7th attack.

8:20Oh, to be said, the 7th Israel Gaza. Yes, it's not experienced by Indians as an existential threat to their security in quite the same way. It's inflamed people, there's a lot of anti -Muslim settlements, a lot of anti -Parkistan sentiment, but because Modi's taken the focus off Pakistan so much over the last 10 years, I don't think he's under quite as much political pressure to respond. That's interesting, because you're seeing an awful lot of Kashmiri students in particular being physically attacked, being hounded out of their schools and universities. So, is that right? It doesn't have the same I was watching one of those Indian, I don't even ever watch, is NDTV, and oh my god, they love to shout at each other at any time at the best of times, but this was really, it felt like on the verge of violence.

9:07So one way in which the comparison that you're making works is that like in Gaza, there's been a period for some years now where people have thought of Kashmir is very peaceful. Modi's had a deliberate tourism strategy there. Absolutely. And the numbers are quite dramatic, the numbers have really gone up. So he did this thing which was very controversial, which is he took away the autonomy of Kashmir. He made it a federally administered territory, which means it's run much more directly by Delhi, brought in all the tourists. And so for many Indians, they've seen it as a particularly peaceful period and people stop thinking really about Kashmir.

9:40So in that sense, this has been a more kind of shocking and surprising event when Indians have been lulled into the sense. They've also, I mean, Indian foreign diplomatic service has been calling in ambassadors, high commissioners, essentially giving them a long story of how they believe that Pakistan has always been behind these kinds of attacks in the past. Now whether that is true or not, it kind of in this context doesn't matter because that is the narrative that has already taken hold. And that has led to borders being closed, diplomats being kicked out of each other's countries. And so I sort of sense that this is really, really quite tense now.

10:15And there will be a military strike of some sort because that's what he did the last two times. Yeah, what we have both nuclear powers and they're basically close to China and the next. So we have to watch what the military strike is. And there are basically two extremes, the gentler extreme, which probably wouldn't create a big conflict, is an attack on a small terrorist camp somewhere within the Kashmir zone of Pakistan. The other extreme would be an attack against the Pakistan military facility within Pakistan proper. And again, a big difference between whether he does a drone strike, planes or whether he fires missiles.

10:51If he fires missiles, nobody knows what the warhead on the missile is. So that's a really, really dangerous thing to do. And then on the other hand, you've got this man called General Assim Munir, who's the Pakistan chief of the army. These guys are the Kashmirers are jugular vein. Absolutely. Really in sentry. So that speech you're talking about, he's talking to ex -patterate Pakistan. He's really whipping up this Kashmir as he is a man who unusually for the head of the army staff came from quite a conservative Islamic background, his father's amula. He memorized the Quran. He went to a madrasa.

11:24He very much is on the national side. He's very much been driving because essentially Pakistan is still controlled by the military as we've discussed, trying to get the economy off the ground. But as the Pakistan economy is weakened, as Pakistan's feeling nationally humiliated, there is a real risk that he can use nationalism as a reason to generate a much bigger attack against India. So I guess people worrying about this worry the worst case scenario is India strikes too hard and aggressively. Pakistan feels forced to respond and then it takes off. It does feel to me that this maybe it's because the Middle East is going on.

12:01Ukraine is going on. I'm going to talk about that in a minute. It feels to me though that this is getting disproportionately little debate and coverage. And I think that will make India feel much more emboldened. I don't feel they feel any sense of restraint. I mean the European Union put out a statement calling for restraint, trumped it that ridiculous thing on the plane about this battle has been going on for 1500 years. It's like D47 essentially this battle. I think it's one of the reasons why we wanted to talk about it is because it just feels like this is almost going under the radar. And much less US influence.

12:35And that's dangerous. Yeah. And as you will remember from your time in office, the US had a huge focus on Pakistan when they were in Afghanistan. So there was this AfPAC strategy, Pakistan received billions of dollars of assistance right way through to Hillary Clinton, Obama, everybody was thinking about Pakistan. It was considered almost more than Afghanistan as the biggest existential threat. It was where people were worried about terrorism. They were worried about governance. They were about corruption or sort of stuff. That's all stopped. Since the US withdrew from Afghanistan, there's been very little focus on Pakistan, very little funds going to Pakistan.

13:10China's also withdrawn from Pakistan, partly because it's shorter cash, it's economy struggling. So they did have these kind of 41 billion dollar belt and road initiatives. They've slowed those down. And Trump, as you say, clearly doesn't care. It hasn't even appointed an ambassador to India, which you just thought if it was higher up his priorities, he would have done. Yeah. So even four months ago, the US administration would have seen this as one of the greatest threats in the world, right out there with the Middle East, with North Korea, India, Pakistan would have been there because they're too unique to our powers.

13:38But Trump doesn't look like he's going to get involved. Would you know about this group, Lashkar, a tie -by, ledT, that have... So this group called Resistance Front, which is part of a faction of the ledT, have claimed responsibility. And as I understand it, I mean, historically, they are thought to be very, very close to the Pakistani intelligence services. Do you think that is what makes the Indians feel able to say this essentially is Pakistan state's counterterrorism? Yeah. So the core of this is the Inter -Services Intelligence Agency, which is the most senior, famous bit of Pakistan military intelligence, which was actually run by SMU, the current chief of the Army stuff.

14:19And Lashkar, Tyber, Jashmahamed, and actually the Afghan Taliban have all had very, very strong links to this. And this is partly to do with Pakistan believing that it needs to support these groups to give itself defense and depths against India. It's been part of Pakistan's military doctrine for a long time. Now, the nature of those links, very, very difficult to pin down. And obviously, Pakistan denies these links very difficult to trace the link of a particular Pakistan intelligence officer to particular attack. Is it the case that because they gave them funding in the past or trained someone in the past who then does an attack, they're responsible for that attack?

14:59But yes, those links into the ISI are afraid of very deep and very strong. And if India wants to emphasize that, they definitely can. Okay, should I do another happy story, Ukraine? Yep. I have to say, I thought the picture of Trump and Zelensky inside the Vatican at the Pope's funeral was pretty remarkable. You had Trump on the plane over doing one of these very Trumpian statements where he said he's got to go to the funeral because he won the Catholic vote. And then he gave all these numbers about how he won the Catholic vote. And so I was just in my usual Trump rage mode about that. And then about the fact he was wearing a blue suit and he was sort of fiddling with his phone and Malania was, you know, she looked a bit of a pull at the whole thing.

15:47And then this meeting emerged in this one of the most beautiful parts of the Vatican to very ordinary looking chairs, you know, those chairs, you see it conferences and wedding meetings that were really uncomfortable. Two chairs like that. The little red chair was brought around it. And they had this one of the Vatican guys in sort of, you know, the gear, the full gear who was minding either Zelensky or Trump. And you could see him getting a bit flustered as to what was going on. And suddenly somebody gets two chairs and there's Trump and Zelensky sitting here to head. They sit in this massive empty hall on these two little chairs with no aids or no people.

16:24Nobody there, no interpreters, no note taker, nothing. But a photographer gets it from a distance. Well, no, I suspect it was their own photographer. I think the picture size saw came through the Ukrainians. Just turns how do you think this might have happened? I mean, in your time in government, something that dramatic, you know, the US president, meeting the president of Ukraine in the middle of a war in this incredible room in the Vatican was photographers. It does happen. What, what, what if it is it just their chatting and they say, when are we sit down or do you think the aids and negotiate?

16:54Was it planned in advance? You didn't expect that. I don't know. But there's quite a famous picture in the build up to the Iraq war at a European summit where there's a picture, I'm sort of hovering in the background, but Tony and Shirak are having this very, very intense. And we should try and dig it up because you can see if you didn't know what the issue was, you can tell these are two people who are not agreeing about it. They don't look angry. But that, and that, that happened sort of organically. So proper spontaneous organic thing. Yeah, basically, you know, look, we're here in the same place, Lex kind of have this out.

17:29Okay. But other times, particularly when you do have these, I mean, I think I've said you before, the most amazing funeral I ever went to was the King of Jordan. Yeah. Because you had, we were all held in this kind of, I don't even know what it was, this sort of holding room. And there were about 120 world leaders there. All of whom are network just moving around the room. And some of them, so like Clinton, they just vanish off and on his own and start talking to you and these people and where's he gone now? And you do get an awful lot of stuff done like that. And what was in, what I thought was interesting about this, Trump's look, you know, we both have very, very strong views about Trump and the way that he operates.

18:02But it made me wonder whether that showdown in the what in the Oval Office was, Zelensky was bullied and intimidated by Trump, by Vance, by the lot of them, whether actually Vance was the driver of that. Because the sense you got looking at the body language of Trump and Zelensky was a kind of genuine conversation going on. And the rhetoric from Trump since then, this may not last, but it has been a bit softer in Ukraine and a bit harder on Putin. And it came 24 hours or even less after Wicoff, who I, you know, the special envoy for all the things that Ruvio ought to be doing, had his fourth meeting with Putin literally looking like a fanboy and all coming out and saying it was positive, it was constructive and dada dada.

18:45So I think sometimes, maybe I'm just being too helpful optimistic, but I got the sense that Zelensky seemed to be able to get through to Trump in a way that he never had on before. Although, of course, and of course people were saying this is the Pope. This is a work of the Pope, this was his final act. But I guess the thing we never know about Trump is, and the fear is that it depends who the last person to talk from. So we've had that stuff in his first time, where Cohen, who was his tariff and trade advisor, would think that he'd had a brilliant meeting, certainly convinced him, and then two days later, somebody else got him.

19:17And I guess the problem is that if I got you in a less good mood, your instinct would probably be in the long run, forced to choose between a personality like Putin and a personality like Zelensky, Trump's sympathy is with a kind of Putin type, isn't it? Yeah, well, you were talking, you're going to be saying, you're showing her later and she said that was, you know, whenever he's in the room with a strong man, he feels he has to identify with a strong man. That being said, I think Zelensky comes over as a pretty strong guy. Yeah. And actually, there was a Trump said in that first meeting, you're a tough guy.

19:46I know you're a tough guy, you're having a tough guy. And I also felt, sorry for saying that first meeting, I know he's been criticized a great deal, including in Ukraine for it. But remember the advice that he would have received, both from Canadian trade negotiators, EU trade negotiators, is that Trump likes strength, is a bully, you've got to stand up to it. So Zelensky presumably went into that first meeting in the White House thinking, how could it be strong? But also the other point I think is worth making, remember we said at the time, I think we did a sort of emergency podcast in the back of the Zelensky thing.

20:15We said at the time that I think one of the worst things about the whole American diplomatic media operation is this thing where they get the cameras in before the meeting. What was good about this meeting, even though it was only 15 minutes long, was that there was no no, there were no journalists there to sort of throw questions because you know that if if a journalist is there and throws a question at Trump, he's going to, that's where his attention goes. And presumably Zelensky could identify this right, but presumably since he could have begun that little quiet meeting apologizing if he felt that was going to help him.

20:45Possibly, then I think would Trump would have said I had a great meeting, he apologized if he's not wearing a suit or whatever, I doubt he would have done that. But I think what's happening in Ukraine, it still feels to me like the Ukrainians are under huge pressure to concede and awful lot of things that they don't want to do. And to concede a Crimea seems to me to have forget it. Then the four provinces, I think that the sense you get is that Zelensky is up for doing a deal, but he can't afford to do a deal that is seen as a victory for Putin. And you know, right now, I think what the Americans are asking him to do is way over what he can be expected to do.

21:24Well, I think we've got about the halfway points. We take quick break and then I'd like to make a little last point on Ukraine military and then we'll get on to local elections. Great.

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22:45Welcome back to The Rests As Politics with me Roy Chute and me Alex Campbell. So, Alice, I wanted to just update people a little bit on my sense of where we are with a military situation in Ukraine and what options as he says in Lensky's got. And I spent fair time yesterday talking to a number of people including somebody I'm a real amara of called Jack Wattling from Rousey, who spends a lot of time in Ukraine, a lot of time in the US. He's good. He's really good. One of the things I think that we need to look at is that in predicting, and we're about to put out this leading interview with Alex Younger.

23:24And it's going to be great and really encourage people to talk to him for my head of SIS. Am I six? I think most of our listeners are six. Sir Alex, you'll find is more on the optimistic side in a way about Ukraine because he's saying that Russia has really been through the meat grinder that it'll be very difficult for Russia to make advances and that it will be four, five years before Russia would be in any position to threaten another European country. And that means that if Europe gets it skates, I'm an if Britain invests properly in defense and Germany invests properly in defense and we really saw that stuff.

23:54So we should be able to contain Putin without US. Big hits in there. A lot of big hits, a lot of big hits, which we'll get into a second. So these are the biggest I want to present you with. Number one, we can talk about the current military situation. The current military situation is that Russia is losing a lot of troops struggling to make much advance. Ukraine is currently losing fewer troops per day, but going into next year, the question is who's going to be better recruiting? Is Ukraine going to be able to mobilize soldiers recruiting more Russian? And that gets the question of Putin's will and the Russian people's will and the same with Ukraine.

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24:34Putin's will is more important in this than the Russian people's will. Whereas I think Zelensky probably does have to take the people's will more into account. And the question of Putin's will is going to be critical because the narrative that he'll be getting at the moment is, yep, you're suffering a lot of losses, but in the end, momentum's on your side and keep going, keep pushing, this will be fine. So the message he'll be getting at Putin will be getting at the moment from his intelligence people is, yeah, okay, you're suffering a lot of losses. It's costly, but don't worry, your leverage is increasing over time.

25:05Now, there are a lot of unknowns here. What happens if the oil price collapses, for example, which would have a real effect on the Russian economy? What's Trump going to do, which is the stuff that you're going to talk about? And I think that's probably pretty central. And then the final question is in the situation in which Trump cuts off support, how much trouble is Ukraine? How much does Ukraine depend on US weapons? How much does it depend on European security? How much can it do on its own? Can I cite you though on your question of where you think, stepping aside from that moment in the what's your general sense that trend on Putin and Trump?

25:42Well, it's very hard to read if I was just relying upon that meeting with Wicoff and what Trump said thereafter, what Trump's people say thereafter, I would have thought the dial has not moved at all. And that he's very much in the pushing Zelensky into a deal that he knows Zelensky doesn't want to do, but in the end, he thinks that between them they can sort of muscle him into doing it. That's why I thought it was so interesting that he had this, I don't think I'd ever heard this phrase, he said he was being, he was worried he was being tapped along, which was a kind of interesting choice of words, but I think what he meant was Putin's kind of maybe try to take me for a bit of a fool.

26:14And he hates being suckered, doesn't he? He hates people thinking that he's weak, and I think that one of the attacks that's been landing through a lot of these Democrats, I mean, people say the Democrats haven't got the right to get together, I agree with that, but one of the lines of attack that keeps going in is that actually he's weak and he's weak to put in and he's weak in the face of China and he's beyond the tariffs and so forth. So my sense is that something did change, but as you said earlier, he's so mercurial, it can just as quickly change back again. The point I worry about in relation to you said, you know, American what happens without American support and what happens if Europe doesn't step up?

26:52I think Europe right through this whole thing has talked a better game than it's delivered. I think Kierstheim has done a very good job with Macron and lead and I think Merz is going to be very important in this as well. But I still, if I was Zelensky, I think I would be sitting there thinking, I'm not 100 % convinced that if the Americans do pull the plug that actually I will have the support that I need to keep this thing going. Even though they have completely changed their defense industry and their manufacturing capacity and everything else. When we discuss this issue a few weeks ago, we talked about a kind of different options for Ukraine and we had on the most optimistic side from the Ukrainian point of view, full US support, US security guarantees, US money, US kit and then at the most pessimistic side, we had US withdrawals, no money, little US kit and Europe doesn't really step out Ukraine's on its own.

27:47Yeah, the coalition of the willing becomes a rhetorical device rather than something really and situations changed in the last few weeks. We can now see more clearly that obviously there's not going to be US money. We know that for sure. It's now clear that Zelensky is not going to get all the American kit. So America has now made it clear it's not going to supply any more patriot missiles which is a real problem for air defense, keeping back those Russian planes. It's also becoming clear, we know now that Macron was completely wrong. There will be no US security guarantees for Ukraine. So you remember when Macron went to the White House, he came out saying, I've been talking to Trump.

28:23Trump has made it absolutely clear again and again. He may be mutual, but one thing he's being clear about, there will be no US security guarantees for Ukraine. So the best case scenario we're left with, I think, is that the US continues to provide security guarantees for NATO. I mean, it's an extraordinary that we're saying that's our best case scenario. So that Europe is confident that mainland Europe would be protected by the United States and therefore Europe can take some risk and move support forward to Ukraine. If they don't get that, they're going to think, well, we can't actually move brigades, training, support, equipment forward to Ukraine because we're actually going to be vulnerable from a Russian attack on the rest of Europe.

29:02So if the US will really guarantee NATO, Europe can move some support forward, but the still problems and the biggest problem probably is in the missiles which are currently being fired. And people like Jetwellling are really interesting in this because of course he has to be careful because he's having classified concession. So what he would keep saying is, Rory, honestly, you and Alistair cannot know exactly what's happening because we're not going to tell you exactly what's in the European logistical supply or what's in the Ukrainian stockpiles. But at the middle of this is this thing called guided multiple launch rocket systems.

29:40And these are things which are high marks, for example, these are things manufactured in the US or with a lot of US ownership over them and they're governed by US law on arms exports. And there is a strong possibility that Trump may stop supplying them either because he doesn't want the water to continue because he's got that gut instinct that you've talked about in the past, which is he wants to lift sanctions on Russia, do business with Russia and claim peace. Or because other people in the administration like Waltz is not just a security advisor saying we need this kit in Asia Pacific to take on China.

30:14And is this just stuff that the Germans have got? Right. So German tourists could do this. But again, there's a lot of questions about will German give permission for it? And how's the data link going to work because some of this stuff is connected to American satellites? And where is the logistics supply line and who's going to provide the training? So there's a lot of questions about getting tourists into the gap. If you can't get these kinds of things operating, what they're currently doing is keeping Russia well back from the front line. And these missiles are making sure that Russia's logistics supplies planes.

30:51And presumably Putin's waiting. So that protective shield is where it goes. And he thinks he's full of it because the one thing I like younger says is Putin has never ever changed his core objective, which is basically to wipe out your crate, to take the hold of your crate. Absolutely. So that will be the moment people really begin to worry. And that's the moment which I guess nobody can really predict because there are so many ifs. Will Putin blink? Probably not. Will Trump let Russia off the hook? My suspicion is he probably will in the end. Certainly has the capacity to will Europe step up?

31:26Will Europe step up? Now then, to you on that to finish? Well, I think they want to and I think they want to talk about doing so as part of the pressure that goes on Putin. But I think if you think about some of the economic considerations of the sorts of sums that we're talking about, I think a lot will depend on Merz once he comes in. Interestingly, Shalts went to the funeral, the Vatican sitting next to Prince William, not Merz. But I think a lot will depend on Merz. And Pistorius is a useful way to keep in Pistorius's defence minister definitely the right thing to do. I think we said that a few weeks ago.

32:00We hope that he would do that. So I think that that sort of Starmur, Macron, Merz, Tusk alliance is going to decide and dictate along with a sort of underlying. He keeps plugging away with all the rest. My final point, there was a fascinating revelation from Kim Jong Un. It's basically how it used Gubs out. North Korean State media reported that he's ordered the building of a monument for soldiers who have been killed fighting for Russia in the war against Ukraine. And this is the first time they've actually admitted that there are North Korean troops there. And it turns out that the Estima is that they've sent something like 14 ,000 troops there and three to 4 ,000 have been killed.

32:44So that, presumably there we are literally talking about Callum Fodder. They're being put into what Alex called the meat grinder. But it was, I mean, what a way for that to come out. I mean, I'm sure they've been denying the North Koreans there. And suddenly there's a building to a building of monument. So shall we move to the UK? So little actions coming. And the big story seems to be that people are expecting reform Nigel Farage's party to do very well that the Tories are likely to have a pretty miserable time and Labour's likely also to be a bit disappointed, is that right? I think so. I think that I was talking to people over the weekend who've been campaigning in some of the mayoral, half a dozen mayoral contests going on.

33:25And the big winner seems to be a sort of disgruntled apathy. And what reform have done is really kind of, they really have gone out to a base and they've managed to mobilize probably more people than the other two parties will be able to do. It's actually a very difficult picture to predict because it's relatively, some of the councils aren't because of local government reorganization. They're not having elections. There's none in Scotland. There's none in Wales. None in London. None in most of the big cities. So it's going to be, you're not going to get that bigger picture. But the picture that I think will emerge, one is of a low turnout, brackets, which is why we should have compulsory voting for local as well as national elections in my view.

34:04And David Gork, who I saw yesterday was saying that he's seen very, very few posters around it. So he lives in his whole constituency. I think posters to do local elections a lot. He's very struck with so little visibility. Yeah, but I think posters are sort of vanished because so much of this stuff is going on online and under the radar. But I think a lot of the councils are going to end up as no overall control. That is where you're going to have this tension at a local level, it's the way the Tories go into coalition with reform because a lot of these councils, some Tories councils are going to go to no overall control.

34:39Some of these penalties are going to be won by reform. Got no doubt about that. And that, you see, I felt at the last election, even though in Farajan, you've got five MPs now for. There's no doubt that has helped reform. And if they now get a couple of senior executive positions, one of which will be the ridiculous middle finger giving Andrea Jenkins. But that then gives them the next level of that platform. But my big worry from Labour's perspective about these elections is how they react to them. I really worry that they're going to misread what's going on here. And I was talking to somebody the other day, I thought, put this really well who shares my concern.

35:17You said the problem I get the sense of Labour at the moment is that we're trying to ape reform where they're strong and ignore them where they're weak. So pick up the Daily Telegraph yesterday and it was starma to crack down on migrants after the local elections. That's the aping part where I think reform are unbelievably weak is on the economy, it's on Putin, it's on Trump, it's on Brexit. And these are places where Labour just aren't going for them. I'm really, you're completely right. I want to get into the sort of bigger stuff for a second. But on your point there, the narratives that we've got coming out of Canada and Australia is that right wing populists do badly in an age of Trump because everybody's so embarrassed to an appalled by Trump.

36:06And of course, all these right wing populists have expressed their adoration of Trump and no one more than Nigel Farage, of course, was always taken cheesy photographs with him. Happy Brexit, all that stuff. We owe this to Steve Ballon, all that stuff. So what on earth is going on in Britain that in these other elections, Trump has been completely toxic for polyair and dutton. But in this Anglo country, Trump is not proving toxic for Farage. Is it just that people have not been good enough at pinning it on him? I don't know, they really try to pin on him. I mean, the way you have to hand it to Farage as a communicator and as a campaigner, he bounces around from one issue to the next.

36:48But he is another thing, right? He's big on net zero. Okay. Now, I was sent this thing yesterday. Not in the way that you're big on that. Not in the way that you and I would be big on net zero. He basically, and the telegraph today, the front page of the telegraph today, net zero blame for Spain blackout, blame by who the headline writer of the Daily Telegram. But so there's something, this group called persuasion UK, they've been doing really deep polling on what they call reform curious labor voters. So these are people who voted labor who sort of vaguely think they might vote for. And they've talked to thousands of them.

37:23Thousands. And of course, I'm really, really interesting findings. And one of them is that it's basically a myth that we can call reforms voters, labor's lost voters. Three quarters of them have never voted labor, ever in a single election ever. Where labor, I think, is at risk of making a terrible mistake on this. So 11 % of the 2024 labor vote is reform curious, thinking maybe reform. The numbers for the Greens and Lib Dems, Green 29%, Lib Dem 41%. In other words, because for our just so good at driving the media narrative, I think there's a real danger that labor buy into that narrative and say, we have to be more light forage.

38:12No, we have to take forage apart and be less light forage and give the country a positive forward looking narrative that we can all buy into. I also think that sort of partly answering question on forage and Trump. I don't think British voters see forage as a pseudo Trump in a way that they might polyair for Dutton because he actually hasn't been sort of fierce about departments of government efficiency. And in part because he's seen as his kind of jovial Joker, he's able to avoid what polyair from Dutton have, which is that slight sort of right wing aggressive. I'm going to rip the whole thing up.

38:50Oh, I don't agree. I absolutely think forage has got so much on the record that you could absolutely do the same job. Just take the thing about Putin. Right. I did that interview years and years and years ago for GQ with Forage where he talked about he admired Putin. Okay. Now that should be hung around his neck everywhere he goes. Brexit should be hung around his neck everywhere. He goes, he's never asked about Brexit. Now I could argue and I do that's a failure of our media. Yeah. But it's also a failure of campaigning. Yeah. Of the political parties. And you can quite write the Australians and Canadians very much played images of Trump against those right wing opponents.

39:27Let me pick up another point that you made, which I think is really interesting, which is fragmentation because what these polls actually were in five party politics. Yeah. I mean, Sam Friedman, West of England, five parties were within a few percent of each other. So I think it was labels that sort of 23 % conservatives at 21 % all the other. Those greens. High teens. Yeah. And that means fragmentation, that means small majorities, that means coalitions, as you say, that means a much more volatile type of politics. It means much less experience in local councils and parliament because things flip over much more quickly.

40:04And also means that we may need to start thinking seriously about our electoral system. So one of the sad things is that we used to have a situation for these Meryl votes in London, for example, where we vote. Yeah. We said, Labour could have changed that. I know. Johnson did that. I know. To help himself. Yeah. And Labour could have changed it. Very simply. Yeah. And they're going to lose one of these Meryl elections. They are going to lose because they didn't change it. It was so weird. It was so weird. And of course, I could see the problem. And the problem was that when I was running to be the Lannermere, there was a moment where I could sense that Cedete Khan thought, okay, there's a very narrow chance that Rory could do this because he could do a macro -entret.

40:45He could come second to me in the first round. I don't make 50 % and then he could pick up the other votes that comes through. So actually Labour nodded through that Tory change. Yeah. And then the second thing is what's happening with local democracy because as an MP, so many of the issues that mattered to constituents. I like it. Very local. Yeah. Well, you know, what a Cumberan's really care about. They're really caring about local housing, local schools, local roads. All this stuff is very, very local. This is my thing. Two things to watch on the vote. One is this will probably be the first election where the two big parties are below a half.

41:26Okay. That's already happening in the polls. And we're going to see that then in the turn. But the turn out is going to be incredibly low. And I think again, that is because we haven't, we haven't built enough of the argument with the connection between voting and delivery. And that's what feeds this kind of populist message. You know, for Argy's message, you've been going on the country basically saying he deletes the place and just says, Oxfordshire is broken. You know, Staffordshire is broken. You know, Burnley is broken. And he goes there. He has no solutions whatsoever. You know, but I never see him properly taken apart over these arguments, over other politicians.

42:07And of course, the other thing with Brexit and Trump, I understand why if you're the Labour government right now and you're trying to avoid having to choose between America and Europe, you're trying to get something out of Trump. You're trying to, so Keir Starmer's trying to sort of keep and maintain a relationship. You may be thinking, well, I Keir Starmer, I David Lamy, don't want to have a for our strategy that's about linking him to Trump being a negative. But it doesn't mean you can't have campaigns doing that by other people. And likewise with Brexit, if you don't want to talk about Brexit, then don't be surprised if people forget that Nigel Farage was a big architect of this disaster that's taken, you know, 5 % out of the economy.

42:48So my final thought, well, limp out of the selection with a low turnout, a fragmented vote, far more votes going to almost unknown reform candidates who are going to come into these quite responsible positions in local government, big budgets, some have got some 750 million pound year budgets responsible for the things that really change individual lives. And it'll just be seen as part of the national game. And we see in France, you know, how a mayor of border can really turn border around in the United States, a great governor can transform a state, Switzerland where I've, you know, been a lot in the last few months, you can see local democracy really operating well.

43:29When is Britain going to crack the fact that politics is local, our interests are local? It doesn't mean it's one size fits all, but in Hungary, for example, I saw again and again that if you were trying to sort out how to deliver housing or a renewable energy project, if you involve the community from the beginning, made them feel ownership, you'd actually get stuff built such as you were speeding up infrastructure, not the lane. So where is the radical thinking about how to make democracy work? I mean, one of the reasons why Britain feels broken is people are so distance from it. If the only thing they see is a tweet or a Facebook post as opposed to what we got at our best in Cumbria, which is saying, okay, look, there's something you're already angry with affordable housing.

44:12We're sitting down across the Ravensworth. Here's a brown field site. Here's David, who's going to lead the plan. This is where the money's coming from. This is what our financial options are. Suddenly, everybody has a much more positive view. It's no longer this is rubbish. There's no housing for our kids. There's no growth. See the houses going up and they're involved in designing. The charity event we were at last night, Kim McGinnis, whose labour mayor up in the northeast, was there and she was saying, I completely agree with this. The answer should be more devolution. I remember before the election, when we were looking at lots of different polling, the figures who were emerging as more popular than the national politicians were the people like Andy Burnham, Tracy Braben, Andy Street, exactly.

44:56Even though he lost. That sort of sense of giving people local, regional leadership has to be part of this. One of the things I've been disappointed about is there's not been that sense of civic, democratic renewal. I know even as I say that, there'll be people in the Labour strategy side of things saying, what do you want, civic, democratic rule? I get that. But actually fixing our politics has got to be part of taking on the populist virus. Anyway, there we are. I think the other thing to remember, of course, is the bi -election as well because of Mike Amesbury deciding to connect with the electorate.

45:34Yeah. Not in a good press cut fashion, not a bad fashion and going to jail. So Labour were I think over half of the vote and reform a second way, way, way, way back. Now, I've been talking to people in the media up there, they say that reform will only get in if the turnout is very, very low. But again, we're talking about a time when people aren't turning out to vote. And that is usually a sign of rather than anger, it's a sort of sense of disgruntlement and disappointment. And I was saying last night, the event we did, I was saying that that in the end, that can only be met by a real sense of purpose and mission about what the government is for, what the government is trying to do and tying that together in a narrative, that the moment I think is very, very disparate.

46:27And the one thing you're talking to people being out on the knocking on the famous doorstep, the one thing that keeps coming up again and again and again and again is, have a guess, cost of living. No, something more specific. Winter fuel keeps coming up as, and if you go back, that was the first big thing the government did in a way. And on no party, no party seems to be offering return of winter fuel allowance or none of the major parties, the other parties are just letting Labour take care of the tips, Labour or reform. Well reform will offer whatever they say to get them over the next 20 seconds in the conversation.

47:02But then the other thing that is now coming through in a similar way is the welfare changes, the benefit changes. And the reason why reform are hammering the immigration, the silent message, so strong isn't just because that's what they've always done, it's because they can, they feel they can make that link. You know, oh well, you know, the asylum seekers, they're getting everything that they want, which is not true, but it's what they say. And meanwhile you can't get you into fuel payment and your mum who's struggling to walk up the stairs anymore, she can't get her PIP. So that is, and I think these things, and I know how difficult it is, and I know how hard the economic conditions are, but at some stage, I think they're going to have to look at that, because the winter fuel payment, it's kind of gone off the agenda in terms of the media debate, but you talked to anybody who's out there at the moment, that is coming through again and again and then final one, of course, his immigration, which is where we're yet to see them learning the lessons from Denmark.

48:03So Metta Fredrickson is a very interesting example of a left -wing politician who has done a very strident policy on control of immigration. Netherlands is also interesting trying to set targets on numbers. Germany isn't a really interesting conversation with Frederick Metts, and my sense is that Kierstarma and Ivett Cooper haven't quite found their feet because they're still fighting the Rwanda Battle of the past. They need to be serious about safe third country. They need to be learning from what Denmark and the more thoughtful legal approaches that Germany is considering. But this persuasion UK argument, it's very, very low.

48:44I haven't even got to the end of the year. It's about 75 -76 pages, really detailed stuff. But they essentially are saying, for example, Net Zero, these reform curious voters, they are not buying for Argy's line on Net Zero. They know that the planet is kind of burning and they want the government to do something about it. Net Zero actually emerges as one of the most popular, the government suppression Net Zero emerges as one of the most popular policies. So I think that in a sense, we're back to the thing about, you know, social conservatism on some issues, you know, patriotism and the armed forces and your friends and all that stuff.

49:20Fine. But then don't assume that just because the media narrative is driving this sort of conservatism, forageism on some of the big culture issues, don't assume that the country doesn't know what needs to be done and kind of wants it done. And that goes as well for some of the taxation issues. Good. Thank you very much. Speak tomorrow with question. Time to see it all.

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