Rahm Emanuel

This is reading tea leaves.

Only in the sense that the Iranians think

he is uh was negative about the war if they believe that they may have an um slightly better confidence to deal with uh him

Obviously, any credibility, and I believe zero for Wyckoff and Kushner.

The idea that you had no experts, that it's very clear from the UK who was in the room in Geneva, they didn't even know what they were being offered pre the war from the Iranians.

Zero confidence.

So I have some sense that maybe Vance will have a different level of respect.

It gives you somebody new they can interlock.

But remember, they've been burnt twice.

Once in June, this time in negotiations.

So they're going to come in with appropriately heavy, heavy cynicism.

Let me say one other thing, which is, and take this slightly different in the sense of Vance.

One, you can't unring this bell, but you can say, okay, how do you kind of make lemonade out of this lemon that we have created?

That's A. B, the Iranians, we went into this war trying to degrade Iran's nuclear capacity.

They discovered they had the nuclear option, the Strait of Hormuz.

The other thing, C, Iran since 79 has wanted to get the United States out of the Gulf and they become the Persian Empire again.

That is their task.

So how do you kind of undo this knot in some way?

My one view is on the short term, on the Strait of Hormuz, either all ships are out or no ships are out.

And you're going to cut off Iranians' money and China's energy.