Jonathan Schanzer

from the regime, the IRGC, the most loyal, psychotic regime supporters, if they're not willing to show up to work because they're not going to get paid and they don't see the prospects of having those wells come back online, that you can't see the export of oil coming back online, that's where I think you may start to see the natives get restless.

I think there's the other part of this too, which is the currency in Iran is basically devoid of all value.

You know, general goods, food, you know, medicine, tobacco, all the stuff that, you know, generally people are going to want harder and harder to get harder and harder to purchase.

That's going to potentially lead people back out into the streets at some point.

We don't know when.

I think the real key right now, and I don't have any insight into exactly what's happening on that covert level, but my hope is whether it's the CIA, whether it's the Mossad or some other intelligence agency may be closer to the action.

They need to be providing the weapons, the cash, the training, the secure communications, the intelligence, so that the people of Iran can begin to rise up.

There's 90 million people in that country.

80% of them hate the regime, truly hate it.

And so the question is, can we capitalize on that as this regime continues to go through the crisis that it does?

Look, I think it's pretty good.

And I would keep an eye on Scott Besson, Secretary of the Treasury, who's running the traps on Operation Economic Fury, as they're calling it.

I think that's going to be the interesting thing to watch here.

In terms of the wells, my understanding is we're a week or...

maybe two or three away from watching them actually start to lose the ability to pump oil.

That's going to be significant.

You got to remember, oil is like 90 percent of their economy.

That's enormous.

Right now, not every well is going to get shut.

But my understanding is they're running out of places to store the oil that they're pumping.