Sep 15, 2026 · 1 hr 32 min · 19 segments
Bubba and Pete continue their Iran deep dive, tracing how China’s rare-earth leverage, America’s debt vulnerability, the Strait of Hormuz and global oil pressure all collide. What started as a trade…
Bubba the Love SpongeHostThey can now demonstrably prove, irrefutably, not just to them, to the world, they got America by the balls.
They've got both straits closed.
We held all the cards.
Now our guys are begging for meetings.
It was panic because they realized you had gone up against an adversary.
You had grossly miscalculated.
Now what took them by surprise, they have the Liberation Day announcement on April 2nd.
A week later, they had to fold.
Now, they didn't characterize it as folding.
To give everybody a chance to come negotiate their more favorable.
Pause the tariff.
Because it was always the crippled China.
We're not going to pause them, but everybody else, we're going to pause.
Now, why did they pause? because in the aftermath of the Liberation Day tariffs, you had a unique event where you had a precipitous drop in the equity markets, S&P, Dow Jones,
Likewise, a drop in the value of the dollar.
More importantly, foreign countries started dumping our bonds.
And when you dump the bonds, the yield rises.
It's
They can now demonstrably prove, irrefutably, not just to them, to the world, they got America by the balls.
They've got both straits closed.
We held all the cards.
Now our guys are begging for meetings.
It was panic because they realized you had gone up against an adversary.
You had grossly miscalculated.
Now what took them by surprise, they have the Liberation Day announcement on April 2nd.
A week later, they had to fold.
Now, they didn't characterize it as folding.
To give everybody a chance to come negotiate their more favorable.
Pause the tariff.
Because it was always the crippled China.
We're not going to pause them, but everybody else, we're going to pause.
Now, why did they pause? because in the aftermath of the Liberation Day tariffs, you had a unique event where you had a precipitous drop in the equity markets, S&P, Dow Jones,
Likewise, a drop in the value of the dollar.
More importantly, foreign countries started dumping our bonds.
And when you dump the bonds, the yield rises.
It's
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