PBD Podcast
Trump Buying Greenland? Venezuela's 50M Barrels, Newsom's Fraud Probed + Iran On The Brink | PBD Podcast | Ep. 714
07 Jan 2026
Chapter 1: What is discussed at the start of this section?
Did you ever think you would make it? I feel I'm supposed to take sweet victory. I know this life meant for me. Adam, what's your point?
The future looks bright. A handshake is better than anything I ever saw. It's right here. You are a one of one? My son's right there.
I don't think I've ever said this before.
All right, folks, it's as if every day you're looking at the news, it's just getting thicker and thicker and thicker. There's so many things to talk about right now. Yesterday we had the best strategy kickoff meeting ever in the history of David Consulting. It was all day. It was a phenomenal, phenomenal meeting. We ended up very, very late at night.
Those who were there, you know exactly what I'm talking about. A lot coming out soon here. But we got a lot of stories. We got, again, three of the smartest brains out there in Florida. We were able to figure out a way to do it. And then Rob and I decided to join them. We got Brandon, Snyder, and Ellsworth here with us. Brandon, you're like Madonna. You just have a first name. Thank you.
You're so big. We don't even have to say Madonna's last name. What is Madonna's last name? Nobody knows. You're like Prince. You're like Madonna. So just Brandon. That's good territory. Thank you. Yes, it's a great place to be. It's a great place to be with Madonna. But... Maybe 30 years ago. Okay, so this story here, a few things on what's going on, folks.
Trump just came out and said, look, Venezuela is going to give up 50 million barrels of oil to U.S., okay? And China comes out and says, wait a minute, what are you talking about? That's ours. So there's this fight going on. Remember the key word that Rubio used, Western Hemisphere. Very soon, Rubio could be the head of state of four different places.
He could be running Gaza, Venezuela, and Iran if it goes the way it is going right now with the decisions he has to make. But that guy's got a very busy schedule. But Trump says 50 million barrels is going to the U.S. And Polymark decides to refuse. Paying out bets that U.S. would invade Venezuela because the word invade. So that's a very interesting.
Now it's getting a little bit technical on how they have to pay out. Right. The keyword invade. It wasn't an invasion. They came and took them out. Right.
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Chapter 2: What are the implications of Trump's Venezuela oil deal?
So what did I say? Did I say it's a kicker, right? No.
I know, but I'm saying, to be fair, it was a rookie kicker. It doesn't matter what short.
It's 43, Tom, it's 43 yards. I could have gone, Dylan would have kicked the 43 yards. Now listen, sometimes we talk like that, but that's part of fanning and screaming and arguing, and it's a different time. Prediction markets show rising odds. Trump seizes Panama Canal and moves on Greenland, which, by the way,
That was the deal with the Hutchinson that China came in and said, no, no, no, you can't get those 47. What was it, 47 ports? And two of them were the main ones that they were going to get, right? A couple of the ports were in Mexico, but the deal was stopped. Trump administration, ready for this one? A lot of people, Jeff.
in Minnesota are not happy about this, devastated, because small business owners are gonna be impacted by this. Trump administration is freezing $10 billion in child and family aid to five states over fraud concerns. And by the way, you know what they said? Fraud investigation of California has begun. What do you mean fraud investigation? It just began.
And NVIDIA's CEO says he doesn't care about California's proposal. Billionaire taxic, I'm okay with it. Although Bill Ackman has some comments on it and some thoughts on it. Iran on the brink as protesters move to take two cities, appeal to Trump. You should see they have Trump's name stickers all over streets. They're renaming streets. After Trump in Farsi, just a very interesting spectacle.
Reza Pahlavi came out and gave a message to the Iranian people. I've made so many new Iranian friends. It's been incredible. The amount of love I've gotten after I called that Reza Pahlavi. The DMs are beautiful. You guys are so beautiful, so respectful. This entire community, it's been a great experience talking to them. All I care about is for Iran to be free again. So the people who live there,
The people who live there, who live in Iran, my goal is to see them be free so one day we can go to Iran and visit the city, the beautiful history that it has. Rob's been asking about going to Iran for a while. And listen, I like to have people's dreams become a reality. He's been begging for this for three years.
I'm like, Rob, I don't know if it's going to be tomorrow or the next day, but just wait patiently. Maybe it'll happen. God willing, it's going to happen here soon. Oil and Russia. Something's going on over there, right? Did you see the ships coming in and kind of like, hey, if you're going to come this far, we're going to come and protect.
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Chapter 3: What are the details surrounding Trump's Greenland acquisition plan?
I know you've talked a lot about the euro dollar, zero dollar, so I kind of want to hear your thoughts on this as well. Michael Burry from Big Short says markets are missing a trick. as the Venezuela raid just changed the game. What the hell is he talking about? We'll address that. Trump warns Iran that U.S. will rescue protesters. What does that mean?
In an interview with Wall Street Journal, Reza Pahlavi was asked, Are you for U.S. intervention to come and help out? And he flat out says, we don't need a single boot of your military on the ground in Iran. Now, I don't know if the Iranians agree with that. I mean, that's what he's saying.
I don't know if Iranians are sitting there saying, wait a minute, for 47 years we haven't gotten a single boot. And it's not been free. Do we want it? Do we not want it? Do Americans want it? So there's a lot of topics there that we can address, and hopefully we'll get into it. And then India issues. Trump warns of higher tariffs on India over Russian oil purchases. U.S.
dollar set for the biggest drop in a decade. Ackman, we'll talk about that. U.S. economy expected to grow faster in 2026 despite stagnant job market. Goldman Sachs says nearly half of Americans feel financially behind as 2025 comes to a... Close, Chili's, Trolls, Fast Food Giants with 1099 Burger. Brandon is upset, so we'll talk about that.
And then we got a couple other things going on with Canada. Open AI and reports, Netflix. Tom wants to talk about this issue of 41% of Netflix's shows. for kids have LGBTQ community within them. Having said that, folks, since September 9th or 10th, even when we went to Aspen, I keep telling you this, I have been wearing the same exact shoes. I'm not kidding with you.
This sounds crazy, doesn't it? It has to be. It's the only thing that I wear every single day, and I show you every single time. This is on, right? Future Looks Bright shoes. We are now seeing this in 20... I think we just hit 25 or 26... countries that it's been ordered in. If you're somewhere in the world watching this, you haven't placed an order yet, go ahead.
But here's a Future Looks Bright shoes. Rob, go ahead and play the clip. When we set out to create a shoe that blends comfort, function, and luxury, we had the choice to make it fast. We had the choice to make it cheap. We chose neither. Instead, we chose Toscanero. We chose true Italian craftsmanship, each pair touched by 50 skilled hands.
We chose patience, spending two years perfecting every detail, and we chose the finest quality at every step. Introducing the Future Looks Bright collection. Not rushed, not disposable, not ordinary. Rather intentional, luxurious, timeless. All right, so guys, it's officially on the fourth order. This is how quickly this thing's going right now.
We were not expecting for a shoe, but it has become such a big hit, and the biggest thing is people come to this page, and they compare it to the Berluti, the Ferragamo, the Zegna, the Gucci, and you look at the FLB and what it offers with the super foam technology at the bottom of it and the craftsmanship, made in Tuscany, Italy, at five factories. If you haven't placed an order for yourself,
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Chapter 4: How is the situation in Iran related to U.S. foreign policy?
It is absolutely a real thing. The original problem here that Republicans had specifically is they came in last year or the year before. Sorry, it's 2025 or 2026 now. They came in the year before and said, we're going to bring prices down. Well, in economics, prices don't go down. That was a mistake to begin with. When prices went up back in 21 and 22, that was a permanent change.
You can't go backwards. Every supply shock in history, prices go up in a step fashion, and then they level off where they are at a new step fashion or the new equilibrium, and they stay there. So what Republicans should have said is, you want to blame Biden for that? Fine. Biden made you poorer. Now we're going to try to fix it. Not by getting prices to go down, because they will not go down.
They should have been clear on that. Prices will never go down again. We are never going to see 2019 prices again. So what we're going to try to do is,
is our absolute best to make sure the jobs market is as strong and as resilient as matching the rhetoric coming from all these different economists in the Federal Reserve, so that what happens is, what should have happened if we had a strong economy, that you have prices that went up in 21 and 22, back then, five years ago, and then incomes rise to, first of all, meet prices and then exceed them.
What happens first?
What happens first? Cost of goods goes up first, then income rises?
What is the typical pattern? In this case, because prices were forced higher by government action, it was a non-economic... Income has to be forced to increase. Income should naturally go up. If there was an actual recovery from the pandemic and the lockdowns, then incomes would naturally rise over enough time that it would equalize with the prices from 21 and 22, and then exceed them.
So even though the cost of a car is now $50,000 instead of $30,000... you have more than enough income to pay for it. And so we all get used to the new higher prices and it doesn't become a major problem. But is that happening? No, that's the problem. What really happened was prices went up massively in 21 and 22 and incomes never caught up.
This is what people are talking about when they talk about inflation and affordability. It's not about the price of a dryer or something that's gone up in the last year. It's the price of everything that went up five years ago and incomes never went up enough for people to call back.
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Chapter 5: What is the significance of Trump's stance on China?
China is not a strategic rival or whatever they call it. No, this is Cold War II, and it has been. Why did they leak that story from, what was it, New York a couple of months back where they had all of those SIM cards in a room that could just basically fry the communication grid in New York? Why did they leak that? To say that, look, we are kind of at war.
Why have the Chinese been buying farmland next to air bases? Yeah. To do what the Ukrainians did in a first strike to launch a drone attack to take out the U.S. air power.
Is this one you're talking about?
So what I'm saying is that the Trump administration at least realizes, even though they don't want to say it explicitly... This is Cold War II, and so we need to think Cold War II. Where is the Dunrogh Doctrine coming from? It's the execution of that strategic realization.
Chapter 6: How is Venezuela's situation tied to global politics?
We are in a Cold War with the Chinese, and the worse it gets for the Chinese system, the more likely it turns into something that gets really bad. Yeah.
I think what people need to look at is what you're talking about. This is really 3D chess. Venezuela is not about Venezuela. It's not about Marxism in the Western Hemisphere. That's sort of like a benefit, right? I think that there's a part of Marco Rubio, and Marco Rubio is the guy whose desk this whole thing really sits on. This isn't the Department of Energy.
This is sitting on Marco Rubio's desk on 3D chess because it is the blow against Russia. It is the blow against China and their collateral. It is taking back the hemisphere.
Chapter 7: What are the implications of the fraud probe into Gavin Newsom?
It is a blow against Marxism. And the U.S. mainstream media wants to talk about, oh, it was illegal to go in there, and now the greedy – You know, all the greedy energy companies are going to get the oil. Wait a minute. Only Chevron's in there materially benefiting right now. And Trump's inviting everybody else. Would you like to invest in Venezuela? Would you like to?
Chapter 8: How are Iranian protests impacting U.S. relations?
Yeah.
Would you like to spend billions of dollars with your money?
Not my money. With your money. Right. and then pull the oil out and then pay the Venezuelans for the oil out of their country. So when he stabilizes Venezuela, the phrase that we all want to look at here is very simple, on our terms. And this is all related to the Cold War. He wants China to be a trading partner on our terms and not manipulating Venezuela. He wants Iran to be...
Not in this hemisphere on our terms. Is there something for them to trade on oil? There's a deal to be made if they'll do it on our terms and only go over here and not over here. And now he also has an impact on Russia, who is basically like the credit card in the middle of this. They're the transaction guy in the middle of this.
And now he's like saying, no, no, no, transactions don't go through you. And he said, well, how am I going to make any money? What's kind of the point?
You got to ask me for permission.
And by the way, how important was it? They sent one of their own subs to shadow one tanker? We're not talking about a pipeline.
We're not talking about... That was a tanker loosely.
Yeah, an old jalopy tanker. So this is all about the 3D chess game on our terms. And I think history is going to look back on this and see just how big of a deal it was. And I'm going to...
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