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0:00I hope everyone had a nice break and welcome back to the end of the world. So, as you know, World War III has started. The United States and Israel have started to attack Iran. And we are now in the fourth day of this war, and we can expect this war to last for many weeks, possibly also for many years. But I promise you that after this war is done, the world will never be the same again.
So, what what we will do these next few weeks is use game theory and understand and analyze the geopolitical situation. And so, I'm going to teach you the ideas, the theories, the techniques to understand the world around you and make predictions. And we can know if our analysis is correct because all this is happening in real time, and so we can test it against reality. All right. So, let's go over some basic facts about what's happened so far.
So, in the early morning of Saturday, uh in Tehran, the Israelis and Americans launched a decapitation strike against the Ayatollah uh Khamenei who is the supreme leader of Iran. Now, there are arguments and and disputes about as to what happened. The Americans and Israelis said that they had
[clears throat]
real intelligence about where the leader was, and so they sent airplanes to just bomb the crap out of the place. They also had a spy who was able to record the body of the dead Ayatollah. And then this was announced. At first, the Iranians denied this, and the Iranians insisted he was still alive. But eventually, state media um admitted that he did die in the airstrike.
But then what they also said
2:02is that Ayatollah is 86 years old and he chose to die. He could have gone to Moscow, but instead he chose to stay in Tehran and die for his people. But only that, but he died along many of his relatives. He died along with his daughter, his son-in-law, his grandchildren. So the entire So many of the family died in this assault.
Also, there's been reporting that he had prostate cancer. Okay, so he's going to die fairly soon as well. So what you need to understand first about the war is that even though the Americans and Israelis claim great success in decapitating the leadership of the Iranians, from the Iranian perspective, this is a martyrdom. Martyrdom, okay? And so the religion of the Iranians is called Shia um Muslim.
And this is different from Sunni [snorts] Muslim. So uh Sunnis are the majority. They're about 90% of all Muslims in the world. The Shia have always been the minority. And as such, they've always been persecuted.
So in the Shia faith, the core value, the force that binds everyone together and gives them purpose and meaning in life, that galvanizes them into action, is the idea of martyrdom, which forces jihad. To sacrifice yourself for your religion, sacrifice yourself for the common good. So think of the death of Khamenei as a sacrifice, a self-sacrifice, in order to motivate the Iranians in this war, okay? So that's the first thing you need to understand. That for the Iranians, this is not a typical war.
This is not an economic war. This is not a war of resistance. This is a jihad, okay? It's a war against the Great Satan to avenge their
4:02leader. They will fight to the death. All right? That's number one. Number [snorts] two is this.
Also that morning when um Ayatollah was killed, the Israelis struck a school in the south of Tehran, killing about 150 school children. These are girls in primary school. And again, there's a lot of debate and argument as to what happened. The that first of all, the school was next to a military base. We are targeting a military base.
And second of all, it wasn't us which struck the school. It was a air defense missile that went off course. Okay? And the Iranians insisted, "No. The Israelis purposefully attacked the school to kill the school children." And then you're like, "Why would the Israelis do that?" But then these few years, well, we've seen what they've done in Gaza in Palestine to the Palestinians.
It's pretty consistent what the Israelis have been doing. All right? So, this action against the Israelis, it's meant to show to themselves and the world that we are now all in, okay? We've made the sacrifice. We are now committed to this war to winning this war at all costs.
And this action has also provoked the Iranian people to resist with their full might, okay? So, I want you to keep this in mind. And again, we don't have complete evidence that it's the Israelis who did this, but given past actions from the Israelis, this is fairly consistent with what they've done. Okay? So, we can assume that this is something the Israelis do did.
Why they did this, what the purpose is, is something we will we will discuss as we move on, okay? It's very complicated. Next, I want to show you this. This is Dubai, and Dubai is considered one of the wealthiest, safest cities in
6:03the world. There are thousands, tens of thousands of Westerners who moved to Dubai because it's clean, you don't pay any taxes, you make a lot of money. And you there are great restaurants. And this is really the economic model of Dubai. It's one of the Gulf the GCC countries, okay?
The Gulf um coastal countries. And for the longest time Dubai had a really good deal. Because they were under the protection of the American military. So, they didn't have to pay for defense. They and then they were in the Middle East, which is the oil producing um center of the world.
And so, they focused on aviation. They focused on logistics. They focused on finance, on tourism. They made so many wealthy, right? I'm not sure if you've taken Emirates, one of the best airlines in the world.
So, their airport, Dubai airport, is the busiest in the world. And Dubai for the longest time was flourishing under American protection. And Dubai said to the world, "Listen, we're like Switzerland. We're neutral. We don't want any involvement in any war.
We're here just to take care of our citizens, to make sure everyone has a good time, to make money."
[snorts]
And then, right after the war started, the Iranians attacked the uh GCC, okay? Dubai, Abu Dhabi, uh Bahrain, Qatar, Kuwait. They attacked these places. And these places were like, "What's going on? We're neutral, man.
We're not involved in this war. And the airport was shut down in Dubai. At one point, rich the rich people in Dubai were willing to pay about 26,000 US dollars just to get on a plane and get out of there. Okay? So, um the reality is this.
For the longest
8:03time, Dubai had a reputation for being safe and that's why people move their money there. Guess what, guys? After what the Iranians did, it's dead. Dubai as a city in the long term, it is dead. Because you're wealthy Westerner, you're not going to move to a place where you could be attacked anytime by the Iranians.
You might move to Singapore, you might move to Hong Kong, Japan, South America, but you're not moving to Dubai, okay? So, the big question for us is, why did the Iranians do this? If it was the Israelis and Americans who attacked you, why go after the GCC? All right? And not only that, but they're escalating the attacks against the GCC.
So, there's something that we will look at very closely today.
[snorts]
Well, the short answer is because these places, even though they they pretend to be neutral, [clears throat] they house the American military. They allow the Israelis and Americans to use their airspace to attack Iran from. All right? So, this is Bahrain. Now, Bahrain is interesting, okay?
Because I I I want you guys to remember this. But, Bahrain will probably be one of the major centers of this conflict. Because, first of all, this is the um American Fifth Fleet. All right? This is their naval base in the Middle East.
And as you can see, the Iranians are attacking it with missiles. And it's being blown up. Bahrain is interesting because it has about 50% or even more okay, Shia. Which is the religion of the Iranians. But, the people in charge are the Sunnis.
And so, what is the what makes this strike really important for our for our perspective is, first of all, not only are the Iranians attacking US military assets, not only are they destroying the economies of the GCC, but they're also also trying to ignite a religious war, right? Because you're Shia, you're loyal to the Ayatollah. And if
10:04he's dead, then you must, as a religious obligation, now commit jihad against your enemies. It's no different in other religions where Listen Listen, if you want to kill the Pope, the Catholics would be really angry at you, and they would want to kill you, right? So, now you have the Shia who will probably eventually arise, creating a revolution in Iran, okay? So, I think Iran will be the first to fall. Dubai will probably go bankrupt, okay?
But in the long term, we can expect the entire GCC area, including Saudi Arabia, to eventually collapse, okay? And so, there's something we'll use game theory to understand. All right. Let's continue. So, we will know how this war develops just based on geography, okay?
So, this is a map. And this map, even even even if you don't really know the war, even if you don't know the participants, even if you don't know the weaponry, this map will tell you exactly how this war will progress. All right. So, some certain things to keep in mind about this map. This is what we call this area, okay?
Really small, but it's 33 km wide, okay? People can swim across it. It's really, really um uh narrow, okay? This small area, guys, it's called the Strait of Hormuz. All right?
And it's important because it's really the center of the world. This one area is the nexus, the pivot of the world. Let me explain why. First of all, from the GCC, you have 20% of all the world's oil flowing through the narrow strait. Where does it go, guys?
It goes to Asia, India, Pakistan, South Korea, China, Japan. India depends on 60% of its oil from
12:05this area. China depends on 40%. Japan, 75%. Prime Minister Takeo Fukuda of Japan has said that listen, if the Strait of Hormuz closes, we're going to have oil in about 8-9 months. The entire Japanese economy would collapse in 8-9 months if the Strait of Hormuz were to close.
And guess what? They would need to have closed the Strait of Hormuz. Okay? So, we can expect that the entire global economy will suffer greatly over the next few months. All right.
So, that's point number one. Point number two is Okay. So, the GCC sends oil across the Strait of Hormuz, and what do they get back in return? Food, guys. All right.
So, people don't appreciate the GCC, but it is really the linchpin of the American Empire. Because what is the American Empire? The American Empire is the petrodollar. All right? The idea of the petrodollar is this.
The US dollar is worth nothing. It's only valuable if people want it. But the GCC says that if you want oil from us, you have to pay us in US dollars. Okay? Then that is the basis of the value of the US dollar.
[snorts]
So, if the GCC collapses, the American economy and the Empire both collapse at the same time. The problem though is the GCC is an artificial construct of empire. It does not exist naturally. Why? Because it has no food, it has no oil, no water.
Okay guys, no food, no water. So these cities are able to grow up in the millions because of all these petrol dollars flowing in. If you close off the Strait of Hormuz, there's no food coming in. Right? They're going to starve.
How much food does the GCC get from overseas? 80%.
14:0880% of all the food it consumed comes from overseas that it imports. It does not grow by itself, it imports. All right? The Strait of Hormuz is really key. And again, the Iranians will close it in order to strangle the global economy and therefore bankrupt the American Empire.
All right? Second thing you will notice is these mountains. These mountains is what we call Iran. All right, this is Iran. This is GCC.
Okay, this is not a fair match up, right? Because these are mountains. And what can you do in mountains? We can hide rocket bases, you can hide drone bases, you can hide hide missiles. And that's the entire Iranian offensive strategy.
All right? From here, they can hide missiles and drones from which to attack the GCC. And what are they attacking? They're attacking um three things, right? They're attacking American military bases, American military bases.
That's number one. Okay? Is it possible for the Americans to defend against these attacks? The answer is no. NO, IT'S NOT.
IT'S NOT. [laughter] IT'S THE SILLIEST THING IN THE WORLD. YOU have all these bases in the Middle East, but you cannot defend them against the Iranians. That's kind of strange. Okay, but that's number one.
Number two is oil and energy. How hard is it to blow up an oil field with a drone? Not hard at all. Can you defend these oil fields? No, you cannot.
All right? Number three, and this is most important, is water. Okay? You guys don't know this, but the GCC has little access to fresh water. So, the only way that it can produce
16:08water is what is what we call desalination plants, okay? These factories that take salt water and then through electrical chemical process turn it into fresh water for the population to use. 60% of the water supply in the GCC comes from desalination plants, okay? 60%. Is it hard to blow up this desalination plant using a drone?
The answer is it's very easy. You understand? Okay? So, you have this absurd situation where Iran is a mountain fortress where it can hide its offensive capacity and the GCC it's just this desert this flat desert and it is exposed to attack and there's nothing it can do about it, okay? So, at any point in this war the Iranians can choose to just destroy the entire GCC and there's nothing that anyone can do about it.
Okay? But, Iran also has a weakness, okay? And this is fundamental. So, Iran also has a water problem, okay? So, for the longest time, they suffer they suffer a drought issue.
Okay? It's just climate change. And so, what the plan of the Israelis and Americans is is is destroy the water supply of the Iranians. Because the fortress it's it is a mountain fortress, but it can also be a mountain prison as well, where people are trapped inside with no access to water. Okay?
So, what what we're going to see right now, we're we're already seeing attacks on civilian infrastructure, hospitals. In the future, you'll see attacks on water supply, on dams, on reservoirs, on power plants. The point, the idea is to make Iran so
18:09inhabitable that the people will will have to rebel against the people or there'll be a refugee crisis in Iran. Okay? So, as you can see from this map, this war, it is the end of the world. Okay? Both sides have the potential to destroy each other.
It's really a question of how far do they want to go? All right? We we can also say this is almost a game of chicken. Okay? We can blow we can blow each other up.
How far do you want to go? And the problem is this. The problem is that the Iranians are Shia, which believes in martyrdom. And you've killed the religious leader, Ayatollah Khamenei. So, they're willing to go very very far.
The GCC The GCC countries are Muslim, but they're materialistic. They love money. And also, most of the population are expatriates, foreigners. 90% of Dubai are foreigners. Guess what Guess what's going to happen if they suffer.
They're all going to run away. Okay? So, this is not a fear match-up. The big question that people have is, first of all, are the Americans going to use ground troops? Because the only way that you can defeat Iran is by using ground troops, okay?
That's the big question we'll look at in the next few weeks. Will the Will America send its army? Half a million, 2 million soldiers to topple the government? Okay, that's question number one. Question number two, nuclear weapons.
If you lose the war, would you choose to use nuclear weapons? Okay, that's another big question that we have, okay? Now, another big question that we have is who gets involved?
20:10Because this situation is so dire that Europe, okay? Specifically Germany, France, and Britain are talking about entering this war. And guess what? If that happens, it is possible that Russia and China will also enter this war on the side of the Iranians. This is World War III, okay?
Because of the importance of the Strait of Hormuz, because of the importance of the Middle East, everyone has to get involved at some point. And we're going to use game theory to really try to understand what what's happening on the ground and where this could lead us. Okay? All right. You guys understand?
All right. Let's continue. Okay, so again, there are American bases all over the Middle East. And originally these bases were established to protect them from basically their own people, okay? These are monarchies that were imposed on these nations by the Anglo-American empire, the British first and then Americans came to support these monarchies.
And so they provide defense. But then you're like, "Wait a minute here. I mean, didn't you just say that these American bases can't actually defend these people, that they're exposed?" And the And the reason And the answer is, yes, that's true. But remember that the American military was built during the Cold War. Okay?
And the Cold War was a war between the Soviet Union and um America. And so the Cold War was defined as something called MAD, mutually assured destruction. Because both had nuclear weapons, okay? So they didn't really go to war against each other. And so in other words, these bases aren't really meant to defend uh
22:13these nations from other enemies, they're really meant to impose American authority in the Middle East. Okay? And it's the idea of this. It's the idea that empire it is really a image. It is a hallucination.
It is an idea. Empire is the It's an aura of invincibility and invulnerability, okay? If you fear it, then you obey it. But it's not really designed to fight a war, okay? And And so that's why we have this absurd situation.
And because there are so many bases in the GCC, that gives the Iranians the perfect pretext to attack them and to destroy the GCC economy, which will destroy the American empire. Right? All right. So this is how the war shipping out, okay? So, so the red is the Israelis and Americans, the yellow are the Iranians.
And as you can see, the Iranians are attacking everywhere. Primarily Israel, okay? But also, as you can see, a lot of focus on Bahrain and Qatar. And again, the intention is to destabilize the economy and the government. Okay?
It's a It's a try to get as much instability as possible. All right?
[snorts]
Okay. And as you can see, the Americans and Israelis are focused on Tehran. And so, the Americans and Israelis use some something we call shock and awe. And the very idea of shock and awe is you decapitate the enemy. You cut off the head, the body will fall down, okay?
The problem, though, is again, the Iranians see this as a religious war.
24:14And so, the Iranians have off have announced total war. Okay? And so, what this means is that right now command and control in in Iran is decentralized. There's no one person telling anyone what to do. Every region has its own orders, has its own strategy.
And so, if you knock out Tehran, everyone else keeps on going. You see what I mean? So, if you knock off the take off the head, it doesn't change anything. Okay? But unfortunately, the um Israelis and Americans use this as a military doctrine.
Military doctrine just means how how how you design your military for what purpose. And so, the even though the Americans seem like an invincible army, they are not equipped to fight a 21st century war against drones, against digitalization, against religious fanatics. Okay? They're just not. All right?
But, unfortunately, because of military military doctrine, they're going to keep on attacking Tehran. Now, the great irony of all this is that the Iranians, who will be most supportive of you of regime change, are actually in the cities because they're educated, they're progressive. The people who are most fundamentally against you, who will fight you to the death, are religious fanatics, the Shia militants living in the rural areas. Okay? So, this is a really silly thing where you are actually destroying those who who will most likely support you, and you're leaving alone those who are most likely to commit jihad against you.
All right? Any questions so far, guys? Are you clear? All right. So, another idea that I want you guys to understand is the idea of asymmetry.
Asymmetry. All right? So, what is asymmetry? Asymmetry means that the two sides are choosing to fight different wars using
26:16different techniques because one is much stronger than the other, okay? America is a great empire. It has unlimited resources. It has It has the USD. It has It controls the world, right?
Iran uh is a country that has been under economic sanctions for the past 45 years. It's poor. It's technology is very limited, okay? But, as we learn in this class, actually, those nations that are poor actually have more energy. They're more open, and they're more cohesive.
All right? So, let me give you an example. This is what we call the Shahed drones. Shahed drones. Each of these drones cost $50,000 at most, okay?
At most. It can go as cheap as $35,000. But one of them is one of them is $50,000. As you can see, you can fit a lot of these drones to a truck that can go anywhere in Iraq. And then you can hide anywhere.
All right? So, the thing you need to understand is first of all, these drones are cheap, they're easy They're easy to make. They make about 500 a day. Okay? And that's what I was about to say, 80,000 um right now that the Iranians have.
So, they can go on for a long, long time. Okay? And one of these drones, again, can knock out of this this annihilation plant. It can knock out a oil field. It can knock out a hotel.
It can do a lot of damage. Okay? And it's easily transportable. You can hide it anywhere. You can you can you can use it from anywhere, okay?
And that's what the Iranians are using as an offensive weapon. And how do the Americans defend against this? They use something called a THAAD, right? All right, guys. This is what they use.
THAAD. THAAD stands for Terminal High Altitude Area Defense. And they also have the Patriot systems. There's a lot, okay? The thing that you will that you need to know know about the system is it's
28:17really expensive. This missile, guys, costs $1 million.
[snorts] [sighs and gasps]
$1 million. So, there's this $50,000 drone coming your way, and you throw a million-dollar missile at it, okay? And often these missiles miss, so you have to throw two or three missiles at it, okay? So, you're you're you're spending two to three million dollars on each $50,000 that the Iranians spend. That's kind of silly.
Second thing you'll notice is that this thing is really big and really slow. And therefore, you can't really move it around. Therefore, it's pretty easy for the Iranians to spot where this is and attack it. And when these things blow up, that's a lot of money, guys. Okay?
Then you're like, "What? But this makes no sense. You know the Iranians have drones. They've had drones for like 10 years. You've also seen drones used in the Russia-Ukraine war to devastating effect.
Why don't the Americans know this? Why didn't they prepare?" Okay, and again, it has to do with military military doctrine. Because military doctrine determines how you fight a war, it determines on your bureaucracy, and it and it determines how you spend your resources, okay? And unfortunately, the Americans are used to fighting something called the Cold War. Right?
And the Cold War, because you can't actually fight the war. You can't actually use kill each other because then you people use nuclear weapons. The Cold War was about flexing. Flexing. Okay?
You see how big and POWERFUL I AM? ME! OKAY? That's all it was. These weapon systems are designed to scare the crap out of you.
They were designed to impress you. And as a result, they cost a lot of
30:19money, and they really don't do anything, all right? So, that's the entire American military. It costs a lot, and it doesn't really do anything. It's not resilient. It's not innovative.
It's not open. All right? Also, the other thing, I have to say this, okay? Is if you look at the American military, it's corrupt. So, this is really about corruption.
So, the Americans don't really care about winning a war. What they care about is spending as much money as possible because then they get a cut. It doesn't make sense. All right, and that's why the Americans are in the situation as they are. All right, let's continue.
All right. [snorts] So, um something that people don't really talk about, but you need to understand, is the water issue in the GCC, in the Middle East, in Iraq. All right. So, um this is a map of the world. And if you are light blue, Brazil, Canada, you have nothing nothing to worry about because you have a lot of water, a lot of fresh water, very little population.
All right. So, um 100% just means 100% water stress just means that you drink as much water as the environment produces. Okay? So, you want to be below 100% to be sustainable. Ideally, you want you want you want to be at 10%, okay?
If it goes above 100%, it means that you are drinking more water, using more water than the environment actually produces. Okay, so you're putting stress on the environment. So, 20% is really bad, right? You're you're you're using twice as much water as the environment produces. Guess what, guys?
Look at the Middle East, okay? Egypt. thousand 420%. Saudi Arabia.
32:20883%. All right. Bahrain. Almost 4000%. Dubai.
17000%. All right. This So, water is a huge issue. Again, it doesn't matter if Iran kills American soldiers, destroys American military. It doesn't have to do that.
All it has to do is destroy the desalination plants, and then the GCC is destroyed, okay? But, it's also true that Iran has water issues. 72% is pretty bad. Okay? So, even though the Iranians could destroy the GCC much faster than the Americans could destroy Iran, Iran is still in trouble, okay?
So, so, so, let let me let me give you give you an example of this. This is like Oh, sorry. Sorry. So, this is another map that shows you uh the issue of water scarcity, okay? It's It's just basically the Middle East, okay?
Their biggest issue in the future is water. Okay? And that's where the geopolitical tensions will rise in the future, over water. India is also affected as well, okay? All right.
All right. So, let's look at that map, guys. This is called Lake Urmia in northern Iraq. It's the sixth largest salt water lake in the world, or it used to be. Okay?
This is what it was in 1984. The This is the shallow. This is the deep, okay? Can you see that? It's really big, right?
20 years later, guys, this is what it looks like. There's no more water here. You can walk from here over to there, okay? There's some water over here, but it's shallow now. That's how serious the water issue is in Iran, and that's the weak point that the
34:22Americans and Israelis will attack. All right? They want to make sure that Iran has no access to fresh water, which will cause devastation in their nation. Okay, that's strategy number one. Strategy number two is this.
This is a map of the different ethnic minorities uh in Iran. As you can see, it's a very diverse place. In the center are the Persians, but you also have 10 other groups as well. And in the borderlands, it's basically different countries, right? Like these are basically different countries.
And so, these places have more common common areas with their neighbors than they do with Iran. Okay, so the second weakness of Iran. The first is water. The second is the ethnic makeup of the country. So, the strategy of the Americans and Israelis moving forward is to destroy Iran as a coherent nation-state, divided into ethnic enclaves, and have them fight over water.
That is the grand plan of the Israelis and Americans, okay? All right. This is This is This is the vision, where Persia is limited, and then all these other places are sponsored by the Americans and the Israelis. They're given money, they're given weapons, they're given political support, and then this war will wage over water forever. Okay?
And this how you destroy Iran and make sure Iran is no longer a viable threat to you. That is the plan of the Americans. Okay? As As you can see, it's pretty evil plan. And that's why they have not announced it.
Right? Because if you announce it, you're like, "Why are you doing this? What did the Persians What did they really ever do to you to warrant you coming and destroying their civilization?" And the answer is nothing. Right? So, the Americans and Israelis
36:23will never admit they're doing this, but if you look at the map of war supply of ethnic tensions, this is the optimal game theory strategy for them to use against Iran. It doesn't make sense. This is a long-term plan that they have in place. It's all moving towards this plan. But, now the question then is, how can the Iranians respond to this?
And the answer is this. This is the map of the Muslim world. Okay? So, the um light green are the Sunni people. Okay?
That's 90% of the entire Muslim population, about 2 2 billion people. Okay? Then you have in dark green the Shia. So, as you can see, the main place of the Shia is Iran. Okay?
Iran is one of the few Shia nations in the world. But, you can also see from this map that Shia are spread throughout the world. Okay? And so, the first thing that the Iranians want to do is create a jihad to unite all the Shia against American empire. All right?
So, what they want to do is create a uprising. It's already happening, guys. Um the Shia in Pakistan stormed the American embassy in Pakistan. And the Americans killed a lot of people. Okay?
The Shia have have attacked the American embassy in Iraq. The American embassy uh are are being attacked in a lot of places. All right? So, the first strategy is to create a international global jihad of the Shia against the American empire. It's already happening.
It will continue for a long long term, long time because
38:24the Americans have killed the other um caliphate. Okay? And that requires vengeance. The other thing though is that it can unify the Muslim world. Okay?
If you look at this map, most of the Muslim world is actually run by dictatorships that are not popular at all, okay? And they're allowed to exist because of the American empire. Right? You go to Saudi Arabia, Egypt, Algeria. Uh these places, they're all run by clients of American empire.
Right? So, if you rally the people who hate their governments and you overthrow them, then that makes Iran the leader of the the Islamic world. Not just Shia world, but the Islamic world. This creates something called Pax Islamica. That is the end goal, guys.
Okay? If you do that, then you don't have to worry about the Americans and Israelis anymore. All right? So, the Israeli game plan, the American game plan is to fracture Iran into the ethnic enclaves and they'll fight over water for the rest of their lives and they'll die. The Iranian game plan is to create a religious war, a crusade that unifies the Shia people that overthrows the American empire and establish something called a Pax Islamica.
All right? All right. So, again, the key is the GCC. All right? So, the game plan is this.
You have to destroy the GCC. Why? Because the GCC is the linchpin of the American empire. So, what the GCC
40:24does is it sells oil sells oil and then for US dollars. Where does it put US dollars? It puts US dollars into the American stock market. All right, so this this is investments of the UAE, okay, Saudi Arabia, and Kuwait into the US financial markets. As you can see from 2012 up to today, it's been exploding.
All right? Because the US financial market is one of the safest places where you can put your money. The intention is this. The intention is, "Hey, if I cut off oil and these countries no longer have access to US dollars, they're forced to spend whatever resources they have on protecting themselves, okay?" And then guess what happens? The stock market collapses.
The stock market collapses, the stock market is the real growth engine of the US economy, the entire US economic collapses with it. All right? There are about maybe seven companies in uh America that accounts for about a quarter of stock market growth, okay? These seven countries These seven uh companies, of course, are all AI companies. Nvidia, um Microsoft, Google, Apple, okay?
These are the companies. But and then these companies are heavily invested in by the GCC nations. So, if these nations are no long longer able to invest in the stock market, these companies will collapse in value. And with that, that would lead to economic depression in America. Okay, does that make sense?
All right. So, that is the situation for today. Today was just an overview, guys, okay? I know we covered a lot. I know there's a lot to take in, but over the next few weeks, we will explore each issue
42:24um in depth and really understand what's really going on, okay? All right. So, any questions, guys? Any questions about what we've just learned? Okay.
Um if other countries such as Italy, France, China, or Russia, they have also joined this war, like, what's the cause of they join the war? Because of oil or those resources? Okay. That's a good question, okay? So, I don't spend too much time on this question because we will explore this question as we move along, So, the question is, what brings the world into this conflict?
And the easy answer is um just oil access, energy access, okay? They need to protect their energy supplies. Because, remember, uh it's a very complicated situation because Europe is now fighting Russia. So, so Europe is not buying any oil resources, energy resources from Russia. They therefore depends a lot on the on the GCC.
So, if the GCC is not providing them energy, then the Europe will go bankrupt. Okay? So, Europe needs to enter this war on behalf of Americans. Okay? And then you have Russia, which cannot allow Iran to fall because if Iran falls, then they'll come after Russia next.
All right? China is actually neutral. China's okay with either scenario. But that's just the way that the Chinese system is set up, okay? So, we're going to explore this question as we move along, but it's a very complicated issue.
All right? Okay? And each nation will have its own different strategic interests to consider. All right? And what we need to know what we we we need to figure out is that this war in the Middle East is actually connected to the to the Ukraine war.
And then as we move along, I'll show you how these
44:24two two things connect together. Okay? Any other questions, guys? Okay, great. So, um we'll continue this discussion on Thursday, okay?