本集简介
双语字幕
仅展示文本字幕,不包含中文音频;想边听边看,请使用 Bayt 播客 App。
大家好,听众朋友们。
Hello, listeners.
欢迎收听《地缘政治表兄弟》的又一期节目。
Welcome to another episode of Geopolitical Cousins.
当特朗普总统在周六一大早发动军事行动时,表兄弟们可真不好受。
It is hard for the cousins when president Trump does these military operations early on a Saturday.
整个周末大部分时间我都得独自照看孩子。
I had kids to myself for much of the weekend.
马尔科正在旅行,尽管他病得厉害,还是坚持上了这期播客。
Marco was traveling, and got on the podcast even though he was feeling really awfully ill.
为此,我们要向他致敬。
So props to him for getting on here.
实际上,我的孩子们在背景里已经睡了十分钟了。
My kids are are napping in the background actually for the last ten minutes.
我刚才看到他们在楼上跑来跑去,但我还是决定继续做这期播客。
I saw them running around upstairs and I I committed to the pod.
我知道你们都希望节目能早点推出。
So I know all of you wanted the pod sooner.
我们正在尽可能快地制作。
We're doing it as quickly as we can.
但请理解,周末的时候,我们必须调整各自的家庭安排,才能把节目做出来。
Just understand that when it's on the weekend, like, gotta we gotta rally rally the families in our own schedules in order to get it done.
这是你们的前七十五分钟内容。
But here's your first seventy five minutes.
希望你们喜欢。
We hope you enjoy it.
本周我们会继续推出更多期节目。
We will get more episodes out as things go this week.
我想就这些了。
And I think that's all.
如果你对节目中听到的任何内容有想法,欢迎给我发邮件:jacob@jacobshapiro.com。
If you wanna email me about anything you heard on the podcast, jacob@jacobshapiro.com.
我把马克奥都抄送了。
I cc Marko and everything.
我想就这些了。
I think that's it.
我们外面见。
We'll see you out there.
好了,各位听众。
Alright, listeners.
我们都清楚你们为什么来这里。
We all know why you're here.
你们来这里是为了了解今年最重要的地缘政治事件,那就是表弟马克奥在比尔·西蒙斯的播客中提出了一个邮件问答问题。
You're here to learn about the biggest geopolitical development of the year, which is that cousin Marko was featured on the Bill Simmons podcast with a mailbag question.
表弟,跟我们说说你向比尔·西蒙斯提出的这个重要问题,以及为什么大众都迫切希望我们上麦克风。
Cousin, tell us about this important question that you posed to Bill Simmons and why the masses have been clamoring for us to get on the microphone.
不。
No.
我觉得,这太棒了。
I think, it was awesome.
这真是梦想成真。
It's a dream come true.
我不但上了节目,他还把我的问题称为历史性的问题,说它太棒了,甚至读了我的笑话。
Not only was I on, but he referred to my question as historical, as as awesome, even read my joke.
我的人生还不完整。
My my life is not complete.
你知道的?
You know?
这是我今年打过的最棒的电话。
That's the best call of the year that I've made.
不。
No.
你甚至还深入理解了他的心理。
You you also, like, deeply got into his psyche.
他说,我听这期节目时其实很生气,因为House说,是的。
He was like, why I was actually mad when I was listening to the episode because House was like, yeah.
这不是很明显吗?
Isn't that obvious?
而比尔·西蒙斯,那为什么没人说过这一点呢?
And Bill Simmons, well, then why has nobody else said this?
因为这并不明显,House。
Because it wasn't obvious, House.
拜托了。
Like, come on.
去吃个三明治吧,或者好吧。
Go go eat a sandwich or Yeah.
不管你做什么事
Whatever it is you
所以我想说的是,你必须打60场或更多的比赛。
So the point I make is that you have to play 60 games or more.
你必须让最佳球员上场,才能赢得比赛。
You have to play your best player to be able to win.
对吧?
Right?
因为你需要最佳球员与团队融合。
Because you need the best player to gel with the team.
是的,我想说,这确实有点显而易见,但诺亚之前已经提过这一点。
And, yeah, I guess, I mean, it kind of is obvious, but Noah's made the point before.
所以,不,我非常满意。
So, no, I'm very happy.
但当然,我们已经耗掉了我们的时间段一分十五秒,大家都急切地等着我们谈伊朗。
But of course, we've just eaten into our pod by a minute and fifteen, and everyone's eagerly waiting for us to talk Iran.
我知道,但我其实认为这是个很好的参考点,因为你在发给比尔·西蒙斯的信中提到,那些不派上最佳球员的球队赢不了冠军,因为最佳球员会生疏之类的。
I know, but I actually think it's I actually think it's a good reference point, because your point in the in the Bill Simmons letter that you sent him was that, you know, teams that don't play their best players don't win the championship, because the best players are rusty or whatever else.
如果你认为自己拥有世界上最强的军队,那你最好确保这支军队真的上场作战。
And if if you're if you've got if you think you've got the top military in the world, you better make sure the military's in the game.
你最好确保自己多加练习,做好该做的事。
You better make sure you're getting your reps, you're doing your things.
因为如果世界上最强大的军队一年连60场比赛都打不上,真到关键时刻,它还能称得上是世界上最强大的军队吗?
Because if if the best military in the world is not playing 60 games a year, is it really the best military in the world when when the chips are down?
这真的会发生吗?
Is it really gonna happen?
这是我能想到的最好的过渡方式。
That's the best way I can try and segue into it.
好的。
Okay.
除非你一直躲在石头底下。
Unless you've been living underneath a rock.
你明白我刚才的意思吗?
See what I did there?
你知道美国和以色列正在对伊朗伊斯兰共和国开展联合军事行动。
You know that The United States and Israel are conducting a joint military campaign against the Islamic Republic Of Iran.
马克和我于3月1日星期日,中部时间下午1:07在这里录音。
Marko and I are recording here at Sunday, March 1, 01:07PM central time.
我们一完成就会立即发布,但我们现在只能基于手头的信息进行处理。
We're gonna pump this out as soon as it is done, but we're dealing with the information that we have in front of us right now.
最高领袖阿里·哈梅内伊已经去世,许多与他一同在基地的家人也已丧生。
Supreme leader, Ali Khamenei, is dead, as are many members of his family who are apparently with him in the compound.
这似乎并不是个明智的决定。
Seems like not such a great decision there.
我理解他的殉道,孙子被杀害,但这个思维逻辑我有点难以接受。
I understand his martyrhood, Having your grandchildren martyred, that I I have a little trouble accessing that thought process.
但不管怎样。
But whatever.
伊朗的许多高级领导层也已被清除,但伊朗仍在继续发射导弹、寻找火箭。
A lot of senior leadership in Iran has also been wiped out, but Iran is continuing to fire missiles, continuing to find rockets.
看起来他们已经制定了继任计划。
It looks like there's a succession plan in place.
在我看来,情况看起来相当有韧性。
Things look relatively resilient to me.
在交给你之前,表弟,因为如果我负责委内瑞拉的事情,我会说你对伊朗的事情了如指掌。
Before I turn it over to you, cousin, because if I was on top of the Venezuela thing, would say you were on top of the Iran thing.
我已经对这个话题感到厌倦很久了。
I've been bored of this topic for quite some time.
我只是想说,人们经常问我能不能顺利过渡到这个话题。
Just wanna say, people often ask me will land this segue.
听众们,请给我一秒钟。
Just give me a second listeners.
人们经常问我是不是《抑制热情》的铁粉。
People often ask me if I'm a huge Curb Your Enthusiasm fan.
我总是说,我不是《抑制热情》的铁粉,就像我不是伍迪·艾伦的铁粉一样。
And I always say, I'm not a huge Curb fan for the same reason that I'm not a huge Woody Allen fan.
因为这些内容太贴近我的生活了。
It just hits a little too close to home.
我的生活中认识太多像拉里·戴维这样的人了。
Like, I know too many Larry Davids in my life.
我也容易变得像拉里·戴维那样。
I also have a predilection to becoming Larry David.
在过去几周我一直在思考伊朗问题时,我几乎觉得自己成了地缘政治界的拉里·戴维。
And as I've been thinking about this Iran issue for the past couple of weeks, I almost feel like I've become the Larry David of geopolitics.
这到底是怎么回事?
It's like, what?
他们是吗?
Are they?
他们不是吗?
Are they not?
他们可能会发动袭击。
They're like, they could strike.
哦,他们把最高领袖给干掉了。
Oh, they took out the supreme leader.
好吧。
Okay.
随便吧。
Whatever.
他们可能还有其他一堆阿亚图拉。
They probably have a bunch of other ayatollahs.
对吧?
Right?
我是说,我根本就无动于衷,感觉自己就像拉里·戴维。
Like, I'm just I'm, like, fundamentally unimpressed and feeling like Larry David.
所以你需要摇醒我,告诉我这为什么这么重要。
So I need you to shake me out of my doldrums and tell me why this is so important.
因为我看着眼前发生的事,觉得最终结果无非是伊朗伊斯兰共和国换了个最高领袖,政权依旧,搞个核协议,大概连纸都不值。
Because I'm looking at what's happening, and it seems to me like we're gonna end with the Islamic Republic Of Iran with a new supreme leader and the same regime and some kind of nuclear deal that's probably not worth the paper that it's printed on.
但你告诉我,马克奥,我哪里错了。
But tell me why I'm wrong, Marko.
告诉我这为什么这么重要。
Tell me why this is a big deal.
我的意思是,让我们回顾一下中东的历史,看看美国曾经彻底改变成完全不同的样子的所有政权。
I mean, let's go through the history of The Middle East, and let's look at all the regimes that America has changed fundamentally into something completely and utterly different.
所以是伊拉克。
So Iraq.
美国在伊拉克上花费了大约一到两万亿美元。
The United States Of America spent somewhere between $1 and $2,000,000,000,000 on Iraq.
成千上万的士兵阵亡。
Thousands of soldiers killed.
可能让美国在地缘政治霸权地位上倒退了大约十年。
Probably set America back by about ten years from a geopolitical hegemonic position.
由于美国入侵伊拉克,我们今天很可能已经进入了一个多极世界。
We're probably in a multipolar world today because of the invasion of Iraq by The US.
它投入了太多财富、时间和资源。
It just sunk way too much treasure and time and resources.
那我们得到了什么?
And what did we get?
我们得到了一个与伊朗有关的什叶派武装政权。
We got an Iran linked Shia militant regime.
现在,它并没有 actively
Now, it's not actively
顺便说一下,我们还得到了ISIS,持续了几年。
We we also we also, by way, got ISIS for a couple of years.
那也是那场行动的后果之一。
That was also part of the fallout for that.
别忘了这一点。
Don't forget that.
我们需要伊朗的帮助来摧毁它。
Which we needed Iran's help to destroy.
那里还有一个小小的库尔德政权,土耳其人一直在那里瞎折腾。
There's like a little Kurdish state that is sitting there that the Turks fool around with themselves.
对。
Right.
这件事最引人注目的一点是,俄罗斯和中国的能源公司主导了伊拉克的能源领域,除了库尔德地区——那里由美国公司主导。
One of the most intriguing parts of this is that Russian and Chinese energy companies came to dominate Iraq other than in the Kurdish region where The U.
美。
S.
公司主导。
Companies dominate.
事实上,所有这些财富都用于改变伊拉克的政权。
The reality is all of this treasure goes into changing the regime in Iraq.
政权确实改变了。
It did change.
它不再由威胁地区和美国的逊尼派萨达姆·侯赛因领导,但你也没得到威斯康星州。
It's not led by a Sunni Saddam Hussein who threatens the region and The US, but you didn't exactly get Wisconsin.
不,确实没得到。
No, you did not.
叙利亚。
Syria.
阿萨德已经下台了。
Assad is gone.
现在掌权的是一个曾经是基地组织恐怖分子的绅士。
There's a gentleman who used to be an Al Qaeda terrorist running the country.
我个人觉得他干得不错,你知道的。
Personally, I think he's doing a good job, You know?
但我的意思是,比阿萨德强多了。
But, like, you know, I mean, better than Assad.
别误会。
Don't get me wrong.
我的意思是,谁,谁
Like, I mean, Who who
我们当中谁没在年轻时涉足过激进伊斯兰主义呢
who among us has not dabbled in militant Islam during our
我们这四年?
our four years?
或者五年。
Or five years.
好吧。
Alright.
利比亚。
Libya.
利比亚。
Libya.
你知道,像卡扎菲这样的人,靠着他的专制政权,有效地遏制了来自非洲的移民潮,其实挺有用的。
You know, like Gaddafi, he was a pretty useful guy keeping migrant flows from Africa checked with his repressive regime.
他一被推翻,整个国家就陷入了混乱。
Once he was removed, the country descended into chaos.
最后是委内瑞拉,说实话,客观来讲,推翻马杜罗这件事,我真没怎么放在心上。
Then finally, Venezuela, which look, objectively speaking, taking out Maduro is not in any way sort of like a thing that I really stay up about.
我对这一点没什么批评意见。
There's not a lot of criticism I have for that.
好吧,不错。
Like, cool.
太酷了。
Like, that was sick.
走吧。
Let's go.
查克·诺里斯,老兄。
Chuck Norris, baby.
三角洲部队。
Delta Force.
但任何说委内瑞拉现在亲美的,好吧。
But anyone out there who's talking about how Venezuela is now pro American, like, okay.
咱们先冷静一下。
Let's pump the brakes on that.
德尔西·罗德里格斯是马杜罗的副总统。
Delsi Rodriguez was the vice president of Maduro.
显然,她假设如果搞砸了,下一个就是她。
Like, obviously, she's operating under the assumption that she's next if she fucks her up.
这不错。
That's cool.
特朗普政府干得漂亮。
Well done, the Trump administration.
我只想说,我其实并没有在批评。
All I'm saying is that I'm not criticizing, actually.
我只想说,让我们对伊朗迎来自由与民主这件事慢一点下结论。
All I'm saying is that let's pump the brakes on freedom and democracy coming to Iran.
让我觉得很有意思的是,网上和推特上所有人都觉得事情会朝这个方向发展。
It's really interesting to me how everyone online and on Twitter seems to think that that is where this is headed.
不。
No.
我们正走向另一位最高领袖,或者他们改了名字,但政权并未被彻底摧毁。
We're headed towards another supreme leader or maybe they changed the name, but the regime hasn't been decimated.
我的意思是,并不是所有人都死了。
Like, not everyone's dead.
仍然存在相当强大的政权机构,而让我感到有趣的是,西方媒体已经迫不及待地要拥立下一位领导人。
There is still a pretty significant regime apparatus, and What was interesting to me is that the Western media is already trying to anoint the next person.
例如,人们在拉里贾尼的名字前使用的形容词是‘务实派’。
For example, Lorigiani, the adjective that's being used ahead of his name is pragmatist.
现在,你就会看到这些小小的标签,这些带有道德评判意味的称谓,比如‘务实派的拉里贾尼’。
Now, you just kind of see these little monikers, these little normative moral adjusters, know, like pragmatist Larijani.
首先,财政部在今年一月对他实施了制裁,因为他深度参与了镇压行动,导致多达一万名抗议者死亡。
First of all, the Treasury Department sanctioned him in January because he he was was pretty involved in the crackdown that caused anywhere between 10,030 protesters to die.
是的,几周内可能挺有意思。
Yeah, in a couple of weeks, might be cool.
从地缘战略的角度来看,我对此并没有什么意见。
I don't really have any problem with this from a sort of geo strategic perspective.
事情就是这样,但也正因如此,你是对的。
This is what it is, but this is why you're right.
这项行动何时结束,完全取决于特朗普总统的意愿。
This operation will end whenever President Trump wants it to end.
他并没有一份清单,列出自己想要完成的所有事项。
It's not like he has a checklist of what he's trying to accomplish.
他追求的是行为上的改变。
He's trying to accomplish a change in behavior.
你可以像对委内瑞拉那样做,但这并不意味着这些国家会突然亲美,更不意味着它们永远不会与中国贸易,或在非亲美议题上保持中立。
You can do that like Venezuela, but it doesn't mean that these countries are suddenly pro American, and it certainly doesn't mean that they will never trade with China or take aside on an issue that's not pro American.
顺便说一句,我们也忘了阿富汗。
By the way, we forgot Afghanistan too.
我的意思是,特朗普总统谈成了从阿富汗撤军,而塔利班现在掌权了。
I mean, president Trump negotiated a withdrawal from Afghanistan, and, like, Taliban is in charge.
你知道,他们依然是塔利班。
And, you know, I mean, they are still the Taliban.
是的。
Yes.
顺便说一下,还和巴基斯坦处于战争状态。
And and at war with Pakistan, by the way.
就像美国和以色列不希望世界意识到阿富汗和巴基斯坦的局势一样。
It's like The United States and Israel didn't want the world to realize that Afghanistan and Pakistan time.
彼此交战。
War with each other.
我们没时间讨论这个。
We don't have time to discuss that.
对。
Yeah.
我的意思是,有很多内容需要梳理,我想帮助听众抓住问题的核心。
I mean, lot there's to unpack, and I want to try and help listeners get to the center of gravity.
我要指出一个我想抛给你的核心点,然后我想说一下我们当前所处的位置——3月1日,星期日。
And I'm gonna go well, I'm gonna identify one center of gravity that I want to throw at you, and then I want to say one thing about sort of where we are here on Sunday, March 1.
因为在我看来,美国并没有特别成功。
Because it doesn't seem to me that The US has been particularly successful.
顺便说一下,我也想说,我喜欢你这种说法——不是政权更替,而是行为改变。
I also wanna say, by the way, I love your framing, a change of behavior, not a change of regime.
他可以随便说伊朗人民的自由之日即将到来。
Like, can say whatever he wants about a a day of freedom is upon us for the Iranian people.
但他真正想要的,是委内瑞拉正在发生的事——也就是行为的改变。
What he really wants is what's happening in Venezuela, which is a change of behavior.
比如,说些对美国更友善的话。
Like, say nicer things about The United States.
让我们能接触到你们的石油。
Let us have access to your oil.
我不知道你有没有看到上周《纽约时报》上那篇精彩的文章,有人去了加拉加斯,发现他们新开了很多夜总会,牛排售价高达160美元。
I don't if you saw this amazing article in the New York Times this past week of somebody who went to Caracas and is like, they're opening up new nightclubs and they're selling porterhouse steaks for a $160.
我心里想,我以为这个国家正经历恶性通胀,连基本生活都难以维持。
And in my head, I'm like, I thought this was a country with hyperinflation and couldn't afford anything.
160美元就能买到筹码?
There's stakes available for $160?
我太困惑了。
I'm so confused.
Anyway,我跑题了。
Anyway, I digress.
但这次斩首行动也太容易了。
But the the decapitation strike was too easy.
阿里·哈梅内伊只是在他的住所里悠闲地待着。
Like, Ali Khamenei was just chilling in his compound.
他显然早有准备。
Like, he was obviously ready for this.
报道称,他选出了四位潜在继任者,并让伊朗政府和伊斯兰革命卫队的每一位高级官员各自选出四位继任者,且不得公开分享,以便在斩首行动发生时能有明确的指挥链。
And the reporting that he picked four potential successors and that he asked every single senior person in the Iranian government and the IRGC to pick four successors that they weren't going to share around publicly so that when the decapitation strike came, there would be a chain of command.
这告诉我,该政权内部实际上具有相当强的韧性。
That tells me that there actually is significant resilience inside the regime.
如果你真的想以有意义的方式改变行为或政权,就必须让足够多的这些人失去能力,使伊朗政权感到受到威胁。
And if you really wanna change behavior or regime in a meaningful way, you have to knock enough of these people out such that the Iranian regime feels under threat.
就我目前在3月1日的观察来看,也许行动节奏将会加快,也许以色列和美国手中还有一些未公开的计划。
I look at at least now on March 1, and maybe the tempo was gonna increase, and maybe Israel and The United States have some things up their sleeve.
但我们已经消耗了大量弹药。
But we expended a significant amount of ordinance.
已经有报道指出,美国正在耗尽弹药,或者不得不将亚洲太平洋地区的库存重新部署。
There's already reports about how The United States is running out of ammunition or is gonna have to re you know, relocate stockpiles from the Asia Pacific.
他们是否有足够的导弹防御拦截弹?
Do they have the missile defense interceptors that they need?
以色列是否有他们所需的拦截弹?
Does Israel have the inter that they need?
而伊朗的节奏虽然有些杂乱缓慢,但却持续不断,始终没有退出博弈。
Whereas Iran's pace has been kinda ragged and slow, but continuous, and they're just staying in the game.
就好像他们正在抵抗这致命一击。
It's like they're they're they're resisting the knockout blow.
他们只会不停地出拳、出拳、再出拳。
They're just gonna keep jabbing and jabbing and jabbing.
因为这件事拖得越久,我就越觉得越对他们有利。
Because the longer this goes on, the more I think it helps them out.
然后压力就会落到特朗普总统身上,正如你所说,他得赶紧收场,给这场真人秀剧情画上个句号。
And then the pressure comes on president Trump that he has to wrap it up, to your point, and put a little bow on the on the reality TV episode and everything else.
我想跟你探讨一下重心问题,过去48小时最让我惊讶的是,有报道称沙特支持这次行动,并敦促美国和以色列采取行动。
The thing I wanted to throw at you in terms of center of gravity, to me the most surprising thing, in some sense of the last forty eight hours, was was this reporting that the Saudis were for this, and that they were pushing The United States and Israel to do this.
这让我很意外,因为我脑子里还想着2023年沙特与伊朗和解的事,以为沙特追求的是稳定。
And that that threw me for a loop, because I was still thinking in my head about Saudi Iran normalization from 2023, and that the Saudis wanted stability.
他们不希望美国和以色列对伊朗进行干预,因为他们担心会引发动荡。
They didn't want US Israeli intervention against Iran because they were worried about the instability.
我不知道这些报道到底有多真实,但确实有这样的说法,称沙特方面在拍桌子敦促此事。
I mean, I don't know how to how to evaluate just how true that reporting is, but that reporting is out there, that the Saudis were banging on the table for this.
这在某种程度上也解释了特朗普总统为何如此急切。
And that makes some sense in terms of president Trump's urgency here.
但如果整个海湾地区都支持这一行动,也许这也能解释为什么伊朗在攻击海湾国家。
But if the entire Gulf is, like, here for this, and and maybe that also then explains why Iran is attacking Gulf State countries.
因为如果你不知道他们其实是在推动这件事,就像扎卡里亚说的,这太蠢了。
Because unless you know that they were pushing for it, like, I I I saw for it, Zakaria being like, this was stupid.
我简直不敢相信他们竟然袭击了海湾国家。
I can't believe they went after Gulf states.
是的。
Yeah.
这真的太蠢了。
It is really stupid.
所以他们这么做一定有某种原因。
So they must have had some reason for doing this.
我不觉得‘愚蠢’能很好地解释伊朗的行为。
Like, I don't think stupidity is, like, a very good explanation for explaining Iran.
我的意思是,也许确实如此。
I mean, maybe it is.
我不知道。
I don't know.
但看起来太愚蠢了。
But it seems like overly stupid.
Anyway,我刚才扯远了。
Anyway, I just rambled a bit.
你可以随便怎么理解。
Take it whatever direction you want.
我不知道沙特阿拉伯是否支持这件事。
I don't know if Saudi Arabia was in favor of it.
我也看了那份报道。
I saw that report as well.
我认为,伊朗今天与2025年的区别在于,这个政权已被逼到墙角,它必须向地区和世界表明,杀害伊朗掌权者是要付出代价的。
I think that Iran is the difference between today and 2025 is that the regime is backed up against the wall, and it does have to illustrate to the region and the world that there's a cost to killing the person in charge of Iran.
你知道吗?
You know?
所以我认为攻击区域枢纽、交通运输设施,以及关闭霍尔木兹海峡并不愚蠢,这条海峡已经因GPS欺骗和无人机使用而被关闭。
So I don't think it's stupid to attack regional hubs, transportation, and to close the Strait Of Hormuz, which has been closed both because of GPS spoofing and because of use of drones.
已经有两艘船遭到袭击,因此我们现在确实出现了原油供应损失,这是自2020年10月7日哈马斯袭击以来首次出现。
Two ships have been attacked, so we now have actual supply loss of crude, which we have not had since the Hamas attack on 10/07/2020.
那是什么时候?
What was it?
三次?
Three?
不,是两次。
No, two.
事实上,我认为他们这么做并没有错。
The reality is that I don't think that it was a mistake for them to do that.
只是他们显然在限制自己的攻击,或者也可能没有。
It's just that they're clearly limiting their attacks, or maybe they're not.
也许他们不具备这样的能力。
Maybe they don't have the capability.
无论如何,是的。
Either way yeah.
你知道,不管怎样,我认为伊朗政权似乎还不确定是否应该把旋钮完全拧到10。
You know, like so either way, I think that there's there's still an element of Iranian regime not, I think, not knowing whether they should turn the dial all the way to 10.
去年,他们把旋钮保持在三的位置。
Last year, they kept the dial at, three.
他们袭击了美国基地,这在意料之中。
They attacked US bases, which is expected.
他们袭击了以色列,这也在意料之中。
They attacked Israel, which is expected.
实际上,没人太在意那两次袭击。
Nobody really cared about those two.
我的意思是,从全球范围来看。
I mean, like globally.
你看,你并没有因此影响市场。
Like, you didn't move markets.
你根本没有造成任何影响。
You didn't really make any difference.
但你知道,现在他们实际上在攻击一切。
But, you know, now they're actually attacking like everything.
世界上最大的航空枢纽是迪拜。
The largest airport hub in the world is Dubai.
所有航班都已停飞,原油也不再通过霍尔木兹海峡运输。
All the planes are grounded, and crude is not transiting through the Strait Of Hormuz.
他们实际上做了一件自上世纪八十年代以来从未尝试过的事情,即使那时也只是……但感觉现在的旋钮只调到了七或八的程度。
They have actually done something that they've really not ever attempted since the nineteen eighties, and even then they just But it does feel like the dial is only at like a seven or an eight.
而且
And
如果是那样的话。
If that.
我觉得比那还要低。
It feels lower than that to me.
我的意思是,你不是一直提到霍尔木兹海峡吗?数据显示,虽然不是完全停摆,但确实大幅减少了。
I mean, haven't You talk about the Strait Of Hormuz, like, data looks like it's, you know, I mean, not not a 100% shut down, but significantly shut down.
但这并不是因为伊朗在那里布雷,或者炸船之类的。
But it's not because Iran has mined it, or because they've been blowing up ships or anything.
只是因为公司们不敢去那里,保险公司也在取消保单、加倍保费之类的。
It's just because companies are afraid to go there, and insurers are canceling policies and doubling the policies and things like that.
所以,正常人谁都不会在战争期间走那条路,但就连我们还看到一份报告,伊朗外长说,我们并没有封锁霍尔木兹海峡的航运。
So nobody in their right mind is gonna go through that in a war, but that we even had a report that the Iranian foreign minister was saying, we're not blocking shipping through the Strait Of Hormuz.
你们尽管来好了。
Like, be our guest.
去吧,没问题。
Like, go on.
意思是,这
Like, that's
并不是我们正在做的事。
not what we're doing.
是的。
Yeah.
我的意思是,我不确定。
I mean, I don't know.
我的意思是,确实挺堵的。
I mean, it's pretty blocked, though.
你知道的。
You know?
所以船只看起来都不见了。
So the ships are not look.
不过没关系。
It's okay, though.
没关系。
It's okay.
全球有足够的储存能力,你知道的,对霍尔木兹海峡的封锁,库存和流量是有区别的。
There is enough storage around the world that, you know, the blockade of Strait Of Hormuz, there's a difference between stock and flow.
世界可以应对霍尔木兹海峡关闭一个月左右的情况。
The world can deal with the Strait Of Hormuz being closed for, like, a month.
这没问题。
That's fine.
这很糟糕,但油价会上涨。
It sucks, but oil prices are going to go up.
但这并不意味着一定会产生长期的经济影响。
But it doesn't mean that it will necessarily have a long lasting economic impact.
看吧。
Look.
但你知道吗,雅各布,我们不知道这究竟是一个可调节的问题——他们把旋钮调到了六或七,还是这就是极限了。
But you know what we don't know though, Jacob, is whether it's a dial issue, whether they've turned the dial to six or seven, or whether this is it.
这就是他们拥有的全部。
This is what they have.
这是他们的能力。
These are their capabilities.
也许你或媒体报道是对的,沙特阿拉伯确实推动了以色列和美国采取这一行动,其中一个原因是:在过去八个月里,伊朗遭遇了诸多挫折。
One of the reasons that maybe you are right or the reporting is right that Saudi Arabia did approve or nudge Israel and The US into this, one of the reasons it may be that, look, Iran's had a lot of setbacks over the last eight months.
到了某个时刻,你就会觉得:唉,你们打仗真是一塌糊涂。
And at some point, it just gets to a point where you say, well, look, you guys of suck at war.
你们2025年的所有导弹和无人机,没有一架能飞到以色列。
None of your missiles or drones got to Israel in 2025.
你们在叙利亚彻底失去了阿萨德。
You lost Assad in Syria completely.
真主党被以色列打得支离破碎,而且你们似乎完全无力保卫自己的领空。
Hezbollah has been decimated by Israel, and it doesn't seem like you have any ability to defend your airspace.
导致这一情况发生的原因,其实并不是特朗普总统想借机转移对 Epstein 事件或经济问题的注意力,尽管这确实对这些事有帮助。
Almost what caused this to happen is not President Trump's wish to deflect from Epstein or the economy, although, sure, yeah, it helps with those.
真正导致这一切的,是伊朗所暴露出的军事脆弱性。
What caused this is potentially the vulnerability, militarily speaking, that Iran illustrated.
他们之所以招致这次攻击,是因为他们似乎完全无法有效维护自己领空的主权。
They've invited this attack because they don't seem to have any ability to effectuate sovereignty over their own airspace.
就像以色列战斗机连续两年都能在伊朗领空自由飞行,根本没人能阻止他们。
Like, Israeli fighter jets now, for two years in a row, are effectively just taking a stroll through Iranian airspace with absolutely nothing to stop them.
嗯,我没看过那份报告。
Well, I I haven't seen that report.
我看到的是,也许他们很快就能做到,尤其是美国最初针对的是伊朗境内的防空系统。
What I've seen is that, and maybe they will be able to here soon, like a lot of the initial strikes that the, especially The US was going after was air defense inside Iran.
但看起来美国和以色列是从伊拉克发动攻击的。
But it seems like The US and Israel are are attacking from Iraq.
他们实际上还没有进入伊朗领空。
Like, they're not actually in Iranian airspace quite yet.
他们正从伊拉克和伊朗周边地区试图摧毁当地的防空系统,这和你的观点一致。
They are trying from Iraq and from areas around Iran to knock out the local air which is your same point.
如果你无法阻止他们抵达你的边境,然后摧毁防空系统,以至于两天后他们就能随意飞越你的领空,那我们到底在讨论什么?
If if you can't prevent them from getting to your border and then knocking out the air defense so that in two days they're flying over at will, like, you what know, are we actually talking about?
但我确实想说,我看过那个。
But I I do wanna say, like, I I saw that.
我不知道。
I don't know.
我的意思是,这同样是战争迷雾。
I mean, this is also the fog of war.
就像报道中经常出现的情况,你会收到十份关于目标和战况的不同报告,然后你必须开始逐一分析。
Like, this is the part of reporting where you get 10 different reports about targets and what's going on, and you have to start parsing through them.
以色列媒体称,有200架战斗机进入了伊朗领空,并袭击了最高领袖的住所。
Well, Israeli press said that, no, 200 fighter jets were in the airspace of Iran and attacked the supreme leader's compound.
是的。
Yeah.
但它们真的飞越了德黑兰吗?
But were, like, were they over Tehran?
是的。
Yeah.
就像我
Like I
我的意思是,你看。
mean, look.
我们也不知道。
We don't know.
它们是不是就在伊拉克边境上方两厘米的地方,然后从那里发射了导弹?
Were they, like, right, like, like, two centimeters over the Iraqi border, and, like, they they launched the the missiles from there?
我的意思是,这一切都是
Like, it's all What I
我会说这有点是语义上的问题,我这么说是因为
would say is it's kind of semantics, and the reason I say that
是
is
因为,这个国家的领导人已经死了。
because, like, the leader of the country is dead.
你知道吗?
You know what?
比如,连他的孙女也算在内。
Like, including his, like, granddaughter.
你知道吗,他们明显非常虚弱。
Like, you know, like, they clearly are extremely weak.
而且,我的意思是,这就是现实。
And, I mean, that's that's a reality.
现在这种情况存在一种不对称性,这让我很担忧。
Now now there's an asymmetry to this, which I'm concerned about.
我之所以担心,是因为也门的胡塞武装与伊朗结盟,仅凭无人机作战就封锁了红海三年。
And I'm concerned about it because, like, the Houthis in Yemen allied with Iran managed to close the Red Sea for three years with drone warfare.
他们非常擅长制造价值2000美元的无人机。
And they got really good at producing $2,000 drones.
他们非常擅长就地生产这些无人机,也精通打了就跑的战术——发射后立刻消失。
They got really good at producing them on-site, and they got really good at shooting and scooting, so they would shoot and then just disappear.
无人机的一个特点是,发射时没有热信号,因此你根本无法在发射点发现并摧毁它们。
The thing with drones is when you launch them, there's no heat signature, so you can't actually go ahead and find them and destroy them at the point of launch.
所以,当你发射一枚反舰巡航导弹时,比如,位于该区域上空的预警机就能定位它,然后告诉战斗机:嘿,它在那里。
And so, you know, like, when you launch an anti ship cruise missile, for example, the AWACS somewhere above the region can, like, pinpoint it and then tell the fighter jet, like, hey, there it is.
去发射一枚导弹。
Go launch a missile.
但你没法用无人机做到这一点。
You can't really do that with drones.
我确实担心,如果伊朗全面展开无人机战争,他们拥有漫长而崎岖的海岸线,可以派出独立的游击小组,直接向全球航运发射无人机。
I do worry that at some point if Iran goes into unrestrained drone warfare, they have a very long and rugged coastline, and you can have these independent guerrilla teams just launching drones at global shipping.
这样一来,这就变成了一场旷日持久的战役。
That then turns this into a very long campaign.
这会演变成一场美国必须实施惩罚性空袭、对伊朗政权和人民造成巨大痛苦才能迫使他们停止的战役,但问题是,你根本找不到这些小团队,所以他们才停止了这种行动。
It becomes a campaign where America has to effectively conduct punitive airstrikes to impose so much pain on the Iranian regime and people, did they stop doing that because you can't actually find these little teams.
当然,也许我错了。
Again, maybe I'm wrong.
也许全世界对也门胡塞武装及其无人机能力无所作为的原因,其实是因为红海并没有那么重要。
Maybe the reason the world didn't do anything about the Houthis in Yemen and their drone capabilities is because Red Sea is not that significant, actually.
就是不行。
Like, it just isn't.
我的意思是,这更重要。
I mean, it's it's more significant.
而且它的意义比你所说的还要大。
And the it's more significant than I think than you say there.
但讽刺的是,航运刚刚开始恢复,而现在由于发生的一切,它又消失了。
But the ironic thing was that shipping was just starting to come back, And now now it's gone because of everything that's that's happened as
不。
a No.
但说实话,我不知道。
But like, I I don't know.
我只是想说,三年来,胡塞武装关闭了红海。
Like, I I have no answers except to say that for three years, the Houthis closed the Red Sea.
伊朗比胡塞武装更富裕、更庞大、能力更强。
Iran is wealthier, larger, and more capable than the Houthis.
展开剩余字幕(还有 480 条)
比如,他们难道不应该吗?而且他们离霍尔木兹海峡更近。
Like, should they not be and they're much more proximate to the Strait Of Hormuz.
霍尔木兹海峡是个关键咽喉要道。
Strait Of Hormuz is a choke point.
你找不到任何替代路线。
You cannot find an alternative to it.
沙特阿拉伯有一条横跨其领土的管道通往红海,但这条管道本身也可能遭到无人机袭击。
Saudi Arabia has a pipeline across its territory to get to the Red Sea, but that pipeline itself could be attacked by the drone.
所以,你知道,我同意你的看法,这件事很可能在一周内就结束。
So this is where, you know, I agree with you that this could very much end in a week.
特朗普总统刚刚说过,事情进展比预期更好。
President Trump just said, literally just said, that things are progressing better than expected.
这是他的原话。
This was his statement.
他说伊朗人希望谈判,而他也想和他们谈。
He said that Iranians want to talk and that he wants to talk to them.
所以有迹象表明事情正在朝正确的方向发展,比如特朗普总统刚刚宣称拉里贾尼是阿德尔齐·罗德里格斯。
So there signs that things are moving in the right direction, like in terms of President Trump just declaring that Larijani is Adelzy Rodriguez.
你知道的?
You know?
他管她叫什么来着?
What what did he call her?
我们的女孩?
Our girl?
他将成为我们的那位留胡子的人。
He's gonna be our our our bearded man.
你知道的?
You know?
我能想象这种情况发生,这就是为什么我说很多事都像是好莱坞拍的。
I can see that happening, and that's why that's why I say a lot of this is kind of just Hollywood.
你知道的?
You know?
别跟我说这是政权更迭。
Don't tell me that this is regime change.
别跟我说特朗普总统真的关心那上万到三万名死亡的抗议者。
Don't tell me that president Trump really cares about the 10,000 to 30,000 dead protesters.
我们可不是打算让伊朗变成威斯康星州。
Like, we're not we're not going to try to get Iran to turn into Wisconsin.
这里发生的事情根本不是这样。
That's not what's going on here.
那些在去年十二月和一月镇压民众的政权内部势力,仍将掌权,但他们的行为会有所改变,特别是在核计划和弹道导弹方面。
Elements of the regime who repressed the people in December and January, they're going to be in charge, but they're going to change their behavior, particularly on nuclear program, on ballistic missiles.
我仍然认为这对美国来说是双赢,但这并不是政权更迭。
I still think it's a win win for The US, but it's not about regime change.
这是政权的调整。
It's about regime calibration.
我认为特朗普外交政策真正深刻的地方在于,在一个多极世界中,你最不应该做的就是与任何人陷入长期战争。
And I think that what's really profound about president Trump's foreign policy, and I've said this before, is that in a multipolar world, the last thing you want to do is commit yourself to a war with anyone for a prolonged period of time.
这只会进一步消耗你的资源。
It will just further drain your resources.
所以,你不想搞政权更迭,而是想要这些政权调整。
So instead of regime change, you want to have these regime calibrations.
非常短期、快速的,你知道的,不派地面部队,也不真正耗费资源。
Very sort of short term, quick, you know, like no ground troops, no resources really spent.
让你的盟友来承担主要工作。
Get your allies to do the heavy lifting.
在这种情况下,以色列实际上正在参与并做大量工作。
In this case, Israel is actually participating and doing a lot.
那么,你能得到什么?
And so, and then what do you get?
嗯,你得不到政权更迭,也不在乎这个,因为这个世界容不下规范性或道德问题。
Well, you don't get a regime change and you don't care about that because the world has no room for normative or moral issues.
美利坚合众国没有资源去彻底改变一个拥有九千万人口、地形崎岖多山的中东国家的政权结构。
The United States Of America does not have the resources to change fundamentally the regime structure of a country of 90,000,000 people in a rugged mountainous terrain in, you know, The Middle East.
这种情况根本不可能发生。
That's just not gonna happen.
对。
Yeah.
我觉得你说得很对,你刚才聚焦的那个问题——伊朗目前的局面是受自身能力所限才形成的吗?
I think you're right when you when you center in on, is the dial turned for Iran where it is because of capacity?
还是说他们故意这么做,认为这样就能达成目标,或是觉得这是摆脱当前困境的出路?
Or because intentionally they think that's what's gonna get them what they want or what that's the way out of this?
因为我觉得你说得对。
Because I think you're right.
特朗普总统想在一两周内结束这件事。
President Trump wants to wrap this up in a week or two.
如果伊朗人能扛住第一波打击,再撑到那个时候,他们就能达成协议,保住他们的德黑兰(注:原文delsi应为笔误,结合语境推测指伊朗核心区域),政权也基本能维持下去。
And if Iranians can take the first punch and just stay in the game long enough to get there, then they'll get a deal and they can have their delsi and the regime can basically continue on.
不过就你刚才说的行为转变而言,挺讽刺的——我不是很清楚阿里·哈梅内伊是不是真的这么无私,但他都已经86岁了。
But to your point, with a change in behavior, ironically, I mean, I don't know if Ali Khamenei is really this selfless, but I mean, the dude was 86.
他病得很重。
He was really sick.
他其实已经病了好几年,以至于不得不把责任交出去。
Like, he'd been sick for some years to the point where he was already having to delegate responsibility.
他曾经说过,自己早就想以殉道的方式死去。
He had spoken about wanting to die by martyrdom anyway.
一方面,一个可能的解读是,如果他想保住政权,那么为政权做好接班计划并为政权而死,就是他能为政权做的最好的事。
One one, you know, potential interpretation is if if he wanted to preserve the regime, the best thing he could do for the regime was to have a succession plan and die for the regime.
正是这一系列事件,才让政权最有可能顶住美国和以色列对它的打压。
Like that is the sequence of events that gives the regime the best possible chance in standing up to what the United States and Israel are doing to it.
是的,我想回应一下你刚才在聊天中发给我的那个问题。
And yes, I I do want to hit that question that you just sent to me via chat.
但我还想问你一个问题。
But I want to ask you a question.
我还没能自己想明白这个问题,这原本只是我自嘲的想法:其他所有前美国总统是不是也在打电话给他们的前顾问,质问说:我本可以干掉这些人吗?
I I haven't been able to answer myself first, and it started as a joke to myself because I was thinking, is every other former US president like calling up their former advisers and demanding, so I could have just killed these guys?
我的意思是,我根本不用去管那个最高领导人,这家伙从上世纪八十年代起就一直是每一位美国总统的眼中钉。
Like, I I didn't have to deal with the like, like, the supreme leader's been like, literally since the nineteen eighties, this guy has been a thorn in the side of every single US president.
我们本来可以直接除掉他吗?
We could have just knocked him out?
非得要特朗普总统来干这事?
Like, it takes president Trump to do this?
那为什么以前没人这么做呢?
Well, Why has no one else done this?
我来告诉你。
Tell you.
我有这个答案。
I'll I tell have that answer.
我有答案,这个答案就在乔治·凯南写的那本伟大的书《美国外交》里,我之前提到过。
I have that answer, and that answer is the topic of this great book by George Kennan called American Diplomacy, which I brought up before.
美国一直具备这样的能力,但缺乏特朗普总统那种道德虚无主义。
America always had the capabilities, but it didn't have the moralistic nihilism of president Trump.
因为,你看,这就是我对那些当我声称这一切都是好莱坞时感到震惊的人的异议。
Because, see, this is what my contention is with everybody who is really aghast when I say it's all Hollywood.
这确实全是好莱坞。
It is all Hollywood.
你说你关心抗议者死亡,但当你攻击政权时,政权只是把阿亚图拉换成一个类似的人,然后你就觉得没问题了。
You say that you care about protesters dying, but then you attack the regime, the regime replaces the ayatollah with somebody similar, and then we're cool with it.
特朗普总统正以一种非常十九世纪的方式追求美国利益。
President Trump is pursuing American interests in a very nineteenth century manner.
这与道德或规范无关。
This isn't about morality or norms.
过去,当美国总统需要为军事行动辩护时,他们会借助规范和道德的叙事。
In the past, when American presidents had to justify military operations, They did so through the narrative of norms and morality.
萨达姆·侯赛因是个坏人。
Saddam Hussein is a bad guy.
斯洛博丹·米洛舍维奇是个坏人。
Slobodan Milosevic is a bad guy.
基地组织是邪恶的。
Al Qaeda are evil.
于是每个人实际上都变成了希特勒。
And so everyone effectively becomes Hitler.
所以你不能只是把希特勒换成戈林就视而不见。
And so you cannot just go replace Hitler with Goring and be cool with it.
我的意思是,你不可能一边说‘例外’,一边这么做。
Like, that's that's just not like, would you when you use Except
但显然唐纳德·特朗普就是这么做的。
except apparently Donald Trump because that is what he's doing.
不。
No.
我同意。
I I agree
我同意你的看法,也许
with you that maybe
他并不是那样,是的。
that's not what he's yeah.
抱歉。
Sorry.
我不是有意的
I didn't mean to
打断一下。
jump.
不。
No.
不。
No.
不。
No.
不。
No.
没关系。
It's okay.
不。
No.
不。
No.
你完全对。
You're totally right.
这到底是为什么他能做到,而别人却不行?
This is so why is he capable of doing this and nobody else is?
是的。
Yeah.
我会说,合适的人在合适的时刻,我的意思是,世界不再是单极或两极的世界了。
I would argue that the right man for the right moment, and what I mean by that is that the world is not it's not a unipolar or a bipolar world anymore.
这是一个多极世界。
It's a multipolar world.
在一个多极世界中,如果你一再使用绝对化的道德论点,你将不得不在每一个竞争对手国家的土地上部署军队。
In a multipolar world, if you consistently use absolutist moral arguments over and over again, you're going to be putting boots on the ground of every country that's your rival.
在多极世界中,存在其他极其强大的对手,这样的做法根本不可行。
That's just not something that you can do in a multipolar world where there are other adversaries who are extremely powerful.
美国若被卷入将伊朗变成威斯康星州的行动,那将是愚蠢的。
It would be stupid for America to get drawn into turning Iran into Wisconsin.
美国必须维护自身的利益。
America has to look out for its own interests.
我想要说的是,雅各布,特朗普总统并不是一个天才,突然想通了这一点。
What I'm saying, Jacob, is that President Trump, it's not like he's a genius who figured this out.
而是美国在外交政策的演进中,正处在一个美国人某种程度上想要这样的时刻。
It's that America is at a point in its evolution when it comes to foreign policy where this is what Americans kind of want.
然而,民调并不支持这一点。
Now, polls don't show that.
民调显示,只有四分之一的美国人支持这场冲突。
Polls show that only a quarter of Americans support this conflict.
但一旦结束,我认为这种情况会改变。
But once it's over, I think that that will change.
如果你我说得对,这场行动持续两周左右,特朗普总统最终会撤回对委内瑞拉的行动,并说:拉拉贾尼是个好人。
If you and I are right and this lasts, let's say, two weeks and President Trump eventually kind of pulls the Venezuela here and says, Larajani, he's a good guy.
在那种情况下,人们会说:哦,原来如此。
In that world, people will be like, Oh, okay.
不错。
Cool.
这又是一次有限的行动。
It was another limited operation.
他们没有耗尽我们的资源,也没有因为我们在中东陷入这些战争而改变未来十年的地缘政治格局。
They did not suck our resources or change geopolitics for the next ten years because we're stuck in The Middle East fighting these wars.
为什么只有他能做到这一点?
Why is he the only person who can do this?
因为世界已经改变了。
Because the world has changed.
我认为在这个世界里,使用绝对化的论点是没有意义的。
I think in this world, it doesn't make sense to use absolutist arguments.
这根本就不是多极世界运作的方式。
That's just not how a multipolar world works.
这回到了那句老话:国家没有朋友或敌人。
It goes back to that old saying, Countries don't have friends or enemies.
它们只有利益。
They just have interests.
你知道,这正说明了这一点。
You know, and that's what this illustrates.
不过,我觉得关于他的一件有趣的事是,他使用的是绝对化的语言。
I think one of the things that's so interesting about him though is that he's using absolutist language.
他的言辞中没有任何不带有道德化和意识形态色彩的内容。
Like, there's nothing about his language that is not moralizing and ideological.
这是为了伊朗人民的自由。
It's freedom for the Iranian people.
这个政权是邪恶的。
This regime is evil.
他们正在威胁美国的利益。
They're threatening American interests.
尽管我们刚刚延缓了他们的核计划八个月,他们还是想要核武器。
They want nuclear weapons even though we just set back their nuclear program eight months ago.
所以,他说这些话的时候,他的实际战术行动却恰恰是你所描述的那样。
So, like, he can say all those things, and yet his actual moves of the tactician are exactly what you're talking about.
我觉得你对他的战术的描述非常准确。
Like I think your description of his tactics is dead on.
不知为何,他今天可以用道德化的语言,明天又换一种说法。
And for some reason, he can can use the moralizing language one day and then shift the language the next day
是的。
Yeah.
却没人对此提出质疑。
And and not be called on it.
但如果你回看过去的美国政府,比如理查德·尼克松和基辛格,尽管让我感到沮丧和懊恼——如果你一直听这个播客,你应该知道我有多讨厌基辛格。
Whereas you've got if I look back at previous US Governments, like Richard Nixon and Kissinger, much to my like dismay and chagrin, we all know how much I hate Kissinger if you've been listening to this podcast.
这正是他们所准备的世界,他们的外交政策也完全针对这种情况。
Like, this is the world they were preparing for, and their foreign policy was dialed to this.
世界上没有朋友,只有利益。
They there there are no friends but interests.
无论我们在世界何处,我们都必须做到足够恶劣,因为这一切都关乎美国的利益。
We're gonna be as horrible as we have to be no matter where we are in the world because this is all about US interests.
但那就是他们所说的。
But that was what they said.
他们从不假装这有什么不同。
They didn't pretend like it was anything different.
他们特别之处在于,他们直接说出来了——比如尼克松在演讲中经常使用‘多极’这个词。
The thing that was exceptional about them was they said it I mean, Nixon used to use the word multipolar in speeches.
他对这一点相当直白。
He was fairly blunt about it.
另一方面,你可能会遇到像巴拉克·奥巴马这样的人,他或许也曾想过要这么做,甚至有过这样的愿景,但在实践中,他根本无法接受。
Flip side is you you may have, you know, somebody like Barack Obama who maybe wanted to do that, like had visions of maybe trying to do that, but in practice, he just couldn't stomach it.
比如,当雅兹迪人开始遭到伊斯兰国的大屠杀时,他就说:好吧。
Like as soon as the Yazidis start getting genocided by ISIS, he's like, okay.
我其实是个现实主义者,我必须救这些人,因为我无法容忍我们不救他们,因为我们是山巅之城,是照亮世界的光。
Like I was I was a realist, I gotta save these people because I cannot conscience that we're not gonna save these people because we're the light on the hill and the city on the hill and everything.
否则。
Else.
我不确定奥巴马的问题在于,我认为他的选民还没准备好接受这一点。
I'm not I'm not sure Obama I I think the problem for Obama is his constituents were not ready for this.
我认为奥巴马的问题在于,他从2008年到2016年一直担任美国总统。
I think the, you know, the problem for Obama is that he was the president of The United States Of America from 2008 to 2016.
在那段时期,世界是否已经进入多极化、是否令人恐惧、是否让美国难以施展影响力,这些都不是显而易见的,因此你必须保持谨慎。
And during that period of time, I don't think it was self evident that the world was multipolar and therefore scary and therefore difficult for America to project power in and therefore you had to be prudent.
而他的选民都是自由派。
And his constituents are liberal.
他们相信绝对的普世人权。
They believe in absolutist universal human rights.
所以,你知道,他确实空袭了很多人。
And so, you know, like, it was I mean, he droned a lot of people.
你明白我的意思吗?
You know what I mean?
是的。
Like Yeah.
很多。
A lot.
对。
Yeah.
很多。
A lot.
但除此之外,他仍然不得不对这些叙事表示口头支持。
But but other than that, like, he had to still pay lip service to these narratives.
另一个问题是,在冷战时期,我认为要如此残酷也很困难,因为你确实面临一场意识形态的冲突。
The other issue was that during the Cold War era, I think it was also difficult to be this brutal because you you did have an ideological conflict.
苏联就在那里。
Soviet Union was out there.
这是一场意识形态的较量。
This was an ideological battle.
这不仅仅是两个超级大国之间的较量。
This wasn't just a battle between two superpowers.
苏联是共产主义的。
Soviet Union was communist.
美国是资本主义和民主国家。
America was capitalist and a democracy.
我们到了2026年,中国算什么?
We, in 2026, what is China?
请别告诉我他们还是共产主义的。
Please don't tell me they're communist.
你明白我的意思吧?
You know what I mean?
我的意思是,他们到底是什么?
Like, what are they?
意识形态的冲突是什么?
What is the ideological conflict?
葡萄牙有毛派政党准备夺权,然后我们就得去支持右翼亲商业势力吗?
Is there a Maoist party in Portugal ready to take over and then we're going to have to intervene on behalf of the right wing pro business?
没有。
No.
2026年根本不存在意识形态上的挑战,所以我们没有两大阵营之间史诗般的意识形态对抗。
There is no ideological challenge in 2026, so we have no ideological epic battle between two camps.
美国不再是能够肆意挥霍资源、随意追求道德与规范的单极霸权。
America is not a unipolar hegemon where it can waste resources willy nilly on pursuing morality and norms.
我认为特朗普的灵活性在于他不是道德败坏,而是道德中立——这种中立让他能够灵活转向。
I think that Trump's sort of nimbleness, it's the fact that he's amoral, not immoral necessarily, amoral, that allows him to pivot.
我得说,客观来看,在当前对U的限制下。
I would have to say, objectively speaking, given the constraints on U.
S。
S.
力量投射,这才是正确的做法。
Power projection, this is the correct way to do it.
你只是在进行政权调适,而不是政权更迭。
You just You know, it's regime calibration, not regime change.
如果每隔几年就得对伊朗这么做,那也只能如此了。
If you have to do this every couple of years to Iran, well, then, you know, it is what it is.
是的。
Yeah.
但在我们谈中国之前,我想再问你一个问题,这是我从职业生涯开始就一直困扰我的问题。
But before we get on to China, I I wanna put one more question to you, which is something I've this is something I've struggled with, I mean, since I started my career.
但尤其在过去几年,尤其是特朗普和哈里斯的竞选开始升温时,这个问题让我更加纠结。
But I also I struggled with it in particular in the last couple of years, especially when when the race between Trump and Kamala Harris was starting to heat up.
因为我不确定你是否记得,卡玛拉·哈里斯上过《60分钟》。
Because I don't know if you remember Kamala Harris went on sixty minutes.
而且那个剪辑版——我的意思是,如果你还没看过原版,一定要去看看原版。
And the edited version, I mean, unedited you should go watch the unedited version out there if you haven't seen it.
天啊。
Oh my god.
我的意思是,剪辑版其实并不怎么样。
I mean, the edited version wasn't that good.
原版简直是喜剧。
The unedited version is absolute comedy.
但在剪辑版里,她被问到——我这里要 paraphrase 一下,因为我记不清原话了。
But in the edited version, she gets asked I'm gonna paraphrase here because I don't remember the exact quote.
她被问到,从地缘政治角度看,对美国最大的威胁是什么,她基本上回答说是伊朗。
She gets asked what is the biggest threat to The United States from a geopolitical perspective, and she basically says Iran.
这似乎就是她最关心的事,如果她当上总统,她就得处理伊朗问题。
That went like that's the thing that occupies her time, and that if she becomes president, she's gonna have to deal with Iran.
我当时坐在那儿想,伊朗?
And I was sitting there thinking, Iran?
真的吗?
Really?
我的意思是,这还是在2025年之前呢。
Like, even I mean, and that's before, like, 2025.
我在想,伊朗真的对美国利益构成威胁吗?
I was thinking, do they really threaten US interests?
我现在有点认同你说的关于政策走向的观点,但当我看到这一切时,仍然耗费了美国大量的财政支出、火力和其他资源。
And I'm kinda there right now because I can get to most of where you're saying on how policy is getting, but when I look at it's still a significant expenditure of US treasurer and, like, firepower and everything else.
美国的利益在这里究竟得到了多大程度的提升?
And and how are US interests that much furthered here?
伊朗真的对美国构成如此重大的地缘政治威胁吗?
Like, was Iran is Iran really that much of a geopolitical threat to The United States?
在我看来,其他地方显然有更大的问题需要解决。
Like, it seems to me that there are much bigger fish to fry elsewhere.
而且也许特朗普能搞定一切。
And and maybe Trump can do it all.
也许这就是多极理论开始瓦解的地方,美国的实力比你我想象的要强得多。
Like, maybe this is where the multipolar thesis starts to fall apart and The US is stronger than either you or I give it credit for.
而正如你所说,特朗普完全不受道德或比例原则的约束。
And Trump, to your point, is unbridled by concerns about, you know, morality or about proportionality.
他就是想:这家伙是个糟糕的人。
And he's just like, hey, this guy's an awful person.
他的政权一团糟。
His regime sucks.
我可以除掉他。
I can take him out.
好啊。
Cool.
咱们除掉他吧。
Let's take him out.
也就是说,总的来说。
Like, that's net net.
这很棒。
That's great.
这对我政府来说,是一种低成本或低风险、高回报的胜利。
That's a like, low cost or or low risk, high reward win for for my administration here.
我不确定。
Like, I don't know.
你明白我话里暗示的意思吗?
You understand what I'm dancing around?
是的。
Yeah.
不。
No.
不。
No.
我明白。
I do.
我明白。
I do.
我的意思是,我认为美国这么做并不是因为伊朗是一个压迫性政权。
I mean, I think it's The US didn't do this because Iran is a repressive regime.
绝不可能。
No way.
这跟它毫无关系。
That that has nothing to do with it.
美国这么做是因为伊朗长期以来一直在敷衍美国。
The US did this because Iran's been stringing The US along forever.
就像在2025年,以色列和美利坚合众国证明了他们可以对伊朗为所欲为。
It's like in 2025, Israel and The United States Of America proved they can do whatever they want to Iran.
特朗普总统给了他们六个月到八个月的时间来谈判协议,但他们基本上没怎么认真谈。
President Trump gave them six to eight months to negotiate a deal, and they kind of didn't.
你知道吧?
You know?
当时就是,够了。
It was like, enough.
真的够了。
Enough already.
我认为这对世界其他地区发出了一个强烈的信号。
And I think it's a great signal to the rest of the world.
比如,我们会干掉你们的领导人。
Like, we will kill your leader.
我不是说‘很棒’的意思是我觉得这很厉害。
And I I don't mean great as, like, like, I think it's awesome.
你知道吧?
You know?
但这就是美国想表达的意思。
But, like, this is what The US is saying.
美国实际上是在对全世界说:哦,你们觉得这是个多极世界?
The US is actually saying to the rest of the world, Oh, you think it's a multipolar world?
很好。
Cool.
我们同意。
We agree.
我们同意这是一个多极世界。
We agree it's a multipolar world.
在我们2025年12月发布的国家安全战略中,我们明确指出,大国理应拥有自己的势力范围。
In our national security strategy we published in December 2025, we in fact say that great powers deserve to have spheres of influence.
以前从未这么做过。
It's never been done before.
我相信,当我断言世界是多极的时候,我的观点在客观上是正确的。
I believe that I'm not just right objectively when I say the world is multipolar.
我相信特朗普总统完全同意我的看法。
I believe President Trump 100% agrees with me.
但接下来,第二步,当你接受了世界是多极的这一事实后,美国就会说:好吧。
But then, the second step, like, after you accept the world is multipolar, the second thing that America says is like, cool.
那么,我们就不关心如何改善你的民生了。
Well, we don't care then about improving your livelihood.
我们只会轰炸你。
We'll just bomb you.
你不想让我们成为霸权吗?
You know, you don't want us to be a hegemon?
你不想让美帝国来主导吗?
You don't want the American empire to be in charge?
你不想让我们来主导吗?
You don't want us to be in charge?
你不想让我们像那样吗?那我们就不会去维护该地区的秩序了。
You don't want us to be like, well, then we are not going to police the region.
我们只会现身轰炸你,然后立刻离开。
We're just going to show up and bomb you and then book it.
六个月后我们会回来,再次轰炸你们。
Then we'll come back six months later and bomb you again.
你知道为什么吗?
You know why?
因为我们根本不在乎你们的生活是否改善。
Because we don't care that your lives improve.
我们真的不在乎。
We actually don't.
比如,谁接替哈梅内伊当权,我们根本不关心。
Like, we don't care that the guy who comes, takes over from Khamenei is like, whatevs.
我们只想要你们做到三件事。
Just here's three things we want from you.
把它们交出来。
Deliver it.
否则你们会一次又一次地被轰炸。
Or you're going to be bombed again and again and again.
自从美国扔掉了那件道德外衣,你知道吗,那种光鲜亮丽的自由主义包袱——一切行动都必须基于绝对普世人权规范的立场。
It's almost once America threw away that cape of morality, you know, that sheen, that constant liberal baggage that everything had to be done from a perspective that there's absolute universal human rights norms.
你知道吗?如果你要干预伊朗,你就得让这个地方比你来的时候更好。
You know, if you're going to intervene in Iran, you have to leave the place better than you left it.
一旦他扔掉了那件外衣,就只剩下一句:去他的。
Once he, like, threw that cape away, it's just like, fuck it.
我们就每隔六个月轰炸你们一次,伙计。
We're just going to bomb you every six months, man.
就这样了。
Like, that's it.
是的。
Yeah.
你明白吗?
You know?
所以这就是
And and so that's
如果,如果你不想加入基于规则的国际秩序,而且你撤下了你的旗帜,好的。
If if if it's sort of like, if you don't want to join the rules based international order and you're taking your sign down, Okay.
没问题。
Cool.
旗帜撤下了。
Sign's down.
没问题。
Cool.
旗帜撤下了。
Sign's down.
我们来。
Let's
走吧。
go.
是的。
Yeah.
我们可以比你们做得更好。
Like, we can do this better than you guys can.
这正是美国向世界传达的基本信息。
And that's what America is basically telling the world.
你看。
Like, look.
你们知道,你们喜欢这种多极化的东西。
You guys, you know, like this multipolarity stuff.
我的意思是,雅各布,你和我因为推崇多极化而被指责是中共间谍,亲中国、亲俄罗斯,因为多极化正是普京和习近平喜欢的术语。
I mean, you know, Jacob, you and I got accused of being like CCP spies and pro China, pro Russia because multipolarity was a term that Putin and Xi loved.
嗯。
Mhmm.
因为它主张美国已不再主导世界。
Because it argues that America is no longer in charge.
而乔·拜登所做的——我认为这是一个错误——就是对抗这一客观现实。
And what Joe Biden did, and I would argue it was a mistake, is he fought against that objective reality.
他浪费了资源,试图向世界证明:不,美国确实代表某种价值,它仍然是霸权。
He wasted resources on trying to illustrate to the world that, no, America does stand for something, and it is still a hegemon.
而特朗普却说:不。
And Trump is like, no.
去他的。
Fuck it.
你知道吗?
You know what?
他们想要多极世界,乔。
They want the multipolar world, Joe.
那就让他们得到吧。
Let let me give it to them.
我会让你看看,当美国不再关心基于规则的秩序时,会是什么样子。
And I'll show you what it looks like when America doesn't care about a rules based nor order.
这很讽刺,因为这种行为在我看来实际上比乔·拜登的版本更具霸权性。
It's ironic because that behavior is actually much, to me at least, is much more hegemonic than Joe Biden's version.
对我来说,这种行为更加霸权,因为你根本就是在说,这家伙根本没在谈判。
Like, it's much more hegemonic to me that you're like, this guy is not negotiating.
酷。
Cool.
我能看看计划吗?
Can I can I get the plan?
好的。
Yeah.
计划已经准备好了。
Plans are ready to go.
走吧。
Let's go.
顺便说一下,我今晚还得去参加筹款活动,所以我们还是会继续。
And by the way, I still have to hit the fundraiser later tonight, so we're we're still going.
我的意思是,这简直不可思议。
Like, I mean, it's incredible.
这确实令人惊叹,但咱们别把这事儿说得这么霸权了。
It's incredible, but, like, let's let's pump the brakes on this being hegemonic.
伊朗飞的是F-4,幻影II。
Like, Iran flies f fours, Phantom Twos.
F-4。
FFours.
就是四,个位数的四。
Like, four, single digit four.
F4。
F4.
我认为它是在1958年设计的。
It was designed, I believe, in 1958.
他们到现在还在飞。
They still fly them.
明白吗?
Alright?
一艘大型航空母舰停靠在伊朗海岸,就能为所欲为。
Big that's so, like, an aircraft an aircraft carrier off the coast of Iran just does whatever he wants.
一艘航空母舰停靠在中国海岸,却早已沉在海底。
An air aircraft carrier off the coast of China is, like, on the bottom of the ocean.
我认为很多人看到这些情况,会认为这标志着美国的单极主导。
I do think that a lot of folks, they look at what's going on and they're like, No, this is a sign of American unipolarity.
这并不是一个多极世界。
This is not a multipolar world.
但咱们先别急着下这个结论。
But let's pump the brakes on that.
伊朗实际上比我们想象的、比我们所能描绘的要温和得多。
Iran has proven to be a lot less adversarial than we think, than we can illustrate.
如果美国……
Would this be the case if The U.
S.
S.
想跟中国或俄罗斯打仗吗?
Wanted to fight China or Russia?
当然不想。
Of course not.
他们拥有核武器。
They have nuclear weapons.
他们拥有高超音速巡航导弹。
They have hypersonic cruise missiles.
这会变得困难得多,显然会引发第三次世界大战。
Will be a lot tougher and obviously would lead to World War three.
所以,不,我只是觉得这表明美国将会像其他国家那样行事。
So, no, I just think it shows that America is going to, like, kind of act in a way that other countries have been acting.
你知道的?
You know?
我觉得就是这样。
And I think that that's it.
就这样了。
That's it.
这就是特朗普所做的。
That's what Trump has done.
我认为未来十年最糟糕的情况是,我们选出一位总统,他拒绝这些新的外交政策工具,并决定美国应该把伊朗这样的国家变成威斯康星州。
And I do think that the worst thing that can happen over the next ten years is that we get a president who rejects some of these new tools of foreign policy and decides that, no, America should turn a country like Iran into Wisconsin.
我这么说的原因是,尽管初衷是好的,但实施起来几乎总是导致比特朗普在委内瑞拉或甚至伊朗所做之事更严重的破坏和痛苦。
The reason I say that is while the intention is good, the problem is that execution of it almost always leads to much more destruction and pain than what Trump just did in Venezuela or even Iran.
而且,现在局势已经定型了。
Well, and the die is already cast now.
所以其他正在考虑这一点的国家会认为,是的,当我说美国具有霸权时,意思是美国对伊朗的行为是毫无约束的。
So other countries that are thinking about this, like, yes, The United States can be when I say hegemonic, mean US behavior towards Iran is unconstrained.
正如你所说,它不受道德约束,也不受能力、对手或任何其他因素的制约。
It's unconstrained by morality to your point, but it's unconstrained by capacity, by adversaries, by anything.
美国就是想做什么就做什么。
It's just like The United States is doing whatever it wants to do.
我明白你的观点。
And your point is taken.
美国不会对俄罗斯或中国采取这种行动。
The US is not gonna do this against Russia or China.
美国甚至可能都无法对朝鲜采取这种行动。
US couldn't even probably do this against North Korea.
如果对平壤的干预是这种方式,我会立刻坐直身子。
Like, I would sit up in my chair a little bit if this is how an intervention with Pyongyang went.
你可能还记得2017年,特朗普曾一度考虑过这种做法。
And you might remember back in 2017, Trump was flirting with this.
他当时在朝鲜半岛外部署了两艘航空母舰。
He had the two care aircraft carriers off the Korean Peninsula.
当时看起来我们正朝这个方向发展。
Seemed like we were moving that direction.
但他最终没有行动,可能是因为这并不是那么容易得手。
And then he didn't do it, probably because that was not gonna be as as much of a layup.
但这完全是无拘无束的。
But it's just unconstrained.
但我认为你的观点是对的,因为无论你是否同意特朗普的政策,世界现在都会这样看待美国。
But I I think your point is right because whether you disagree with Trump's policy or not, like, this is now how the world is going to look at The United States.
因此,各国将尽可能快地发展某种形式的威慑力,无论是像我们上一期讨论的那样拥有核武器和核威慑,还是关于——是的。
And so countries are going to, as quickly as possible, try and develop some level of deterrence, whether that's nuclear weapons and a nuclear deterrent like we talked about last episode, whether it's about Yeah.
比如更有效的防御系统,真正管用的防空系统。
You know, better defense systems, like actual air defense systems that work.
十年后,如果出现一位新总统试图扭转局面,但其他国家都在想:不行,不行,不行,我们必须加快步伐,因为我们随时可能被轰炸,那么十年后,美国将实质上变得更弱。
Ten years from now, if you get a new president who, like, tries to turn the clock back, but everybody else is is thinking, no, no, no, no, like we need to hurry up because we could get bombed at any moment, then ten years down the road, The US will be materially weaker.
甚至无法对伊朗这样的国家施加影响。
And it won't be able to assert itself even against a country like Iran.
所以从这个意义上说,特朗普总统已经让美国走上了一条,未来任何总统都很难摆脱的道路。
So in that sense, like, president Trump has set The US on a path that no future president is really gonna be able to get off of.
如果他们真的尝试了
And if they do
我认为
I think
我也是。
so too.
这可能会是灾难性的。
Would probably be disastrous.
我认为这一点将长期存在。
I think this is this is with us to stay.
我们正处于十九世纪。
We're in the nineteenth century.
我们生活在一个十九世纪的多极世界中,而多极世界并不意味着美国与其他强国实力均等。
We're in a multipolar world in the nineteenth century, and a multipolar world doesn't mean that America is equally powerful as other poles.
不。
No.
你仍然可以拥有世界上最强大的国家,比如十九世纪的英国或今天的美国,但英国并没有四处侵略其他国家,并试图把它们变成威斯康星州。
You can still have the most powerful country in the world, The United Kingdom in the nineteenth century or US today, But United Kingdom did not go around just invading other countries by itself and then trying to turn them into Wisconsin.
英国
The United Kingdom
有点吧。
Sort of.
它确实这么做过。
It sort of did that.
不是吗?
Did it not?
不是。
No.
其实没有。
Not really.
利比亚、南非?
Libya, South Africa?
哦,没有。
Oh, no.
我的意思是,那些都是帝国的一部分,但那些甚至算不上真正的战争。
I mean, those are parts of the empire, but those weren't even, like, really wars.
是的。
Yeah.
因为那些人太弱了。
Because the people were so weak.
我的意思是,比如
I mean, like
但我说的更多是指欧洲战场,英国经常采取后发制人的策略。
But, like, what I'm talk talking about more is in the European theater, The United Kingdom quite often led from behind.
它组建了自愿联盟,克里米亚战争就是一个很好的例子。
It created coalitions of the willing, like the Crimean War being a good example.
英国是参与那场冲突的多个国家之一。
The United Kingdom was one of several countries that fought that conflict.
所以,这正是我想表达的意思。
And so that's kind of what I'm getting at.
英国并不是独自完成了一切。
The United Kingdom did not just do everything by itself.
它没有让自己过度分散。
It didn't stretch itself thin.
它在这方面很聪明。
It was smart about it.
它在这方面很权谋。
It was Machiavellian about it.
我认为我真的觉得这种做法会一直延续下去。
And I think that I do think this is going to stay with us.
我认为下一任美国总统,即使是一位民主党人,也会像特朗普现在这样行事。
I think the next president of The United States Of America, even if it is a Democrat, is going to act precisely the way Trump is acting right now.
我知道很多人讨厌这一点,但这是经典的,这正是雅各布,你和我当年从乔治·弗里德曼那里学到的做法。
And I know a lot of you hate this, but this is a classical this is this is Jacob, you you and I were, like, taught by George Friedman how to do this.
嗯。
Mhmm.
我总是很喜欢他提前撰写关于下一任美国总统任命的报告,那时他会说,什么都不会改变。
And I always loved when he would write a report ahead of the appointment of the next president of The US, and he would say, like, nothing will change.
你知道的?
You know?
然后自由派会崩溃,保守派也会崩溃。
And then the liberals would lose their mind, and the conservatives would lose their mind.
我会说,如果AOC成为美国总统,她的外交政策会更像现在特朗普的做法,而不是布什或奥巴马时期的风格。
And I will say, like, if AOC becomes the president of The United States Of America, like, the foreign policy is gonna look a lot more like this, like what Trump is doing right now, than like what Bush, W, or Obama did.
是的。
Yeah.
但另一方面,我得回去查一下GPF的报告,看看乔治有没有说过这一点。
The the flip side of it though is that the, like, if I I I'd have to go back and look at GPF reports and see if George said this.
但如果你在特朗普的第二个任期内说‘什么都不会改变’,那将是错误的。
But if you said that about Trump in the second administration, nothing's gonna change.
那将是错误的。
That would have been wrong.
他确实改变了某些事情。
He has changed things.
从这个意义上说,他是一位世界历史性的人物,像这样的人,通常地缘政治力量和制约因素才是主导一切的推手。
In that sense, he is a world historical He is this individual whom, like, yeah, normally, like geopolitical forces and constraints, they are the ones that are operating things here.
但他做出的决定将影响此后的一切。
But he made decisions that will now affect everything else that comes afterwards.
无论你喜欢他还是讨厌他。
Like him or hate, like love him or hate him.
我认为,这一点目前是无可争议的。
Like that, I think, is indisputable at this point.
他改变了美国外交政策的走向。
He's changed the course of US foreign policy.
因为事情本不必朝这个方向发展。
Because it didn't have to go this direction.
他本有选择,他拥有能动性,并且他做出了决定。
Like he had choice here and he had agency and he made it.
从这个意义上说,我认为他剥夺了未来领导人的自主权。
And in that sense, I think he took the agency away from future leaders.
我觉得你说得对。
I think you're right.
好的。
Okay.
你刚才在聊天里发了这个问题,那我们来深入探讨一下。
Let's you sent me this question in the chat, so let's attack it a little bit.
我看到外面有这种说法:所有文章都花了整整24小时才开始大量出现,声称这完全是为了中国、南海和台湾。
And I've seen this out there, which is everybody wants to make this it took twenty four hours for the articles to start to proliferate, that this was really all about China and the South China Sea and Taiwan.
支持这种观点的善意说法是,你知道,从霍尔木兹海峡运出的石油、化肥和化学品,如果封锁持续超过几周,确实会影响海湾国家。
The good faith argument there is that, you know, this oil, all the fertilizer, the chemicals that are coming out of the Strait Of Hormuz, all this trade, like, yes, it's gonna affect the Gulf States, especially if blockage goes on for more than a couple weeks.
但这些出口的大部分都是运往亚洲的。
But most of that is going to Asia, the exports of it.
而中国也占据了其中不成比例的份额。
And China, an inordinate share of this as well.
这真的全是关于中国吗?
Is this really all about China?
这真的是为了把中国这样一个非盟友、但可以说是合作伙伴从棋盘上移除并扭转其立场吗?
Was this really about taking a potential Chinese, not ally, but let's say, partner off the board and flipping them?
这会对中国的伤害比对任何其他国家都更大吗?
Is this gonna impose the most damage on China than any other country?
你刚才提到油价上涨了。
You you said you talked about oil prices being up.
我的意思是,今天是3月1日,星期日。
I mean, it's Sunday, March 1.
期货价格上涨了10%,这意味着油价大约到了每桶80美元。
Futures were up 10%, so that puts oil roughly 80 a barrel.
这有什么大不了的。
Whoop dee doo.
对于大多数西方国家来说,这根本算不了什么。
Like, that doesn't mean anything for most of the West.
对于中国来说,这其实只是我们现在谈论的、有点儿相关的事情。
For China, like, that's you know, now now we're, like, talking about something that's that that's mildly important.
我还想提一下,纳伦德拉·莫迪上周去了以色列,和本雅明·内塔尼亚胡关系相当不错。
I also just wanna throw in here, you know, Narendra Modi was in Israel last week, and he was having quite a bromance with Benjamin Netanyahu.
我猜他事先得到了一些关于这里即将发生事情的风声。
And I assume he got some heads up about what was about to happen here.
所以在我看来,以色列和印度的关系也是这件事中非常有趣的一部分。
So to me, the Israel India relationship is also a really interesting part of this.
我不知道你有没有注意到这一点。
I don't know if you also caught this.
内塔尼亚胡几周前接受采访时谈到与美国的未来关系,他说希望探讨美国对以色列的军事和国防支持——包括年度支出——应该逐步减少,或许十年内完全终止,让以色列实现自给自足。
Netanyahu, what was it, an interview a couple weeks ago, he was talking about the future relationship with The United States and he was saying that he wanted to he was like, wanted to broach the notion that US, or the extent of US military and defense support for Israel in terms of annual expenditures should start going down and should maybe go away in ten years' time so that Israel should be self sufficient.
我觉得这也是个很有趣的点,因为这表明以色列正在为多极世界做准备,他们现在帮我们一把,但我们清楚,十年后他们不会再浪费时间在这上面了。
Like, I thought that was a really interesting nugget there as well because that's Israel preparing for multipolarity and preparing for, hey, like, they're doing us a solid now, but we push them to do the solid now because we know in ten years, they're not gonna be wasting time here.
他们到时候可能跑去格陵兰挖企鹅了。
They're gonna be digging up penguins in Greenland or something like that.
所以这一切都跟中国有关吗?
So is this all about China?
我让你先说一会儿。
I'll let you cook for a sec.
是的。
Yeah.
我认为确实有一种强烈的动力,迫切希望把各种线索联系起来。
I think that there is this real impetus, real desire to connect the dots.
每个人都想把各种线索联系起来。
Everybody wants to connect the dots.
但有时候,这些线索其实并不需要被强行连接。
Sometimes they don't really need to be connected.
这一切都跟中国、委内瑞拉和伊朗有关吗?
Is it all about China, Venezuela and then Iran?
中国显然从这两个国家进口石油。
China obviously sources oil from both of those.
现在有一种观点认为,在这场冲突之后,美国将禁止伊朗向中国出售石油。
Now there's this view that after this conflict, The U.
美
S.
国将禁止伊朗向中国出售石油。
Will prohibit Iran from selling oil to China.
首先,这完全是无稽之谈。
First and foremost, that's nonsense.
美国在占领伊拉克期间,都无法阻止伊拉克向中国或俄罗斯出售石油。
The United States Of America couldn't prohibit Iraq from selling oil to China or Russia while still occupying it.
石油是一种可替代的资源,所以不可能。
Oil is a fungible resource, So no.
顺便说一句,即使美国成功了,中国也可以从沙特阿拉伯购买石油。
And and by the way, even if The US was successful, China would just buy oil from Saudi Arabia.
所以我认为,这并不全是关于中国。
So I think that it's not all about China.
我认为这确实有帮助。
I do think that it helps.
它有助于对那些亲华的政权进行调整。
It helps to do regime calibration to regimes that were pro Chinese.
这没问题。
That's fine.
但任何认为伊朗亲华而沙特阿拉伯与中国没有良好关系的人,根本不懂这个世界正在发生什么。
But anyone who thinks that Iran is pro Chinese and that Saudi Arabia does not have also a very good relationship with China just doesn't know what the hell is going on in the world.
那么,沙特阿拉伯能做什么呢?
Like, what is Saudi Arabia going to do?
总得有人把石油卖给中国。
Someone's going to have to sell their oil to China.
世界不会不向中国出售石油。
The world's not going to not sell oil to China.
我认为更大的问题是,这充分展示了美国在霍尔木兹海峡的军事存在和实力。
I think a much bigger issue is that this is a great demonstration of American military presence and might in the Strait Of Hormuz.
我认为美国的
I think what The U.
可以
S.
通过这次袭击传递的信息是:嘿,中国,作为一点提醒,我们随时可以关闭霍尔木兹海峡。
Can signal with this attack is like, Hey, China, just as a little reminder, we can close the Strait Of Hormuz whenever we want.
别管伊朗了。
Forget about Iran.
所以如果你入侵台湾,记住我们控制着这个区域。
So if you invade Taiwan, just remember we control this region here.
我们有很多军事基地,虽然我们的运力有限,但无论石油来自伊朗、伊拉克、沙特阿拉伯还是科威特,你们都别想运走。
We have a lot of military bases, we don't have a lot of capacity, so you will not get your oil whether it's from Iran, Iraq, or Saudi Arabia, Kuwait.
其实无所谓。
Doesn't really matter.
关键是,如果我们想阻止,石油就别想通过。
The point is the oil will not transit if we want it to stop.
但那是另一个问题了。
But that's a different point.
我只是觉得,不,这跟中国没关系。
I just think that, no, it's not about China.
我认为美国所做的是,你知道,它本有机会对委内瑞拉和伊朗进行政权更迭,但我确实认为下个月,特朗普总统和习近平将举行会晤。
I think that what The US is doing is it's You know, I think it had an opportunity to regime calibrate Venezuela and Iran, but I do think that actually in month, we're going to have President Trump and Xi meet.
我认为他们会达成一项协议。
I do think that they're going to find a deal.
如果非要说的话,我认为这有助于特朗普总统在这些谈判中占据优势。
If anything, I think this does help President Trump in those negotiations.
我认为他能占据上风。
I think he can have sort of an upper hand.
我认为这是向中国发出一个信号,表明美国不希望被挑战。
I think it's a signal to China that it doesn't want to challenge The U.
S。
S.
现在。
Right now.
我认为,无论如何,这正是它的作用。
I think, if anything, that's what this does.
它让中国相信,他们应该尽快与美国达成协议,或许转而购买美国石油,而不是委内瑞拉和伊朗的。
It makes China believe that they should, as quickly as possible, make a deal with The US and maybe buy American oil instead of Venezuela and Iranian.
是的。
Yeah.
我唯一有点不同看法的是‘尽快’这一点。
The only part of that I would quibble with is the as quickly as possible line.
我觉得你说得对。
Like, I I think you're right.
我认为中国正在争取达成协议。
I think China's angling for a deal.
我不认为中国会真正履行协议,但我认为他们想要这个协议。
And I don't think China's gonna live up to the deal, but I think they want the deal.
我认为他们比世界上任何其他国家都更理解真人秀式的总统执政方式,也更懂得如何让特朗普总统获得胜利,并且他们不希望这场冲突持续下去。
I think they understand the reality TV presidency better than any other country in the world, and they understand how to give president Trump a win, and that they don't want this extended conflict.
我认为更有趣的是推测,除了美国之外,哪个国家——比如以色列——将从这场局势中获益最多,那就是俄罗斯。
I I think it's actually much more interesting to speculate about how, I mean, the country aside from The United States that like, and Israel that is gonna profit the most from this is Russia.
我的意思是,油价在一段时间内大幅上涨,这对俄罗斯来说简直是太好了。
I mean, oil prices are significantly up for a period of time, this is Russia Oh, that's sick.
他们会因此得到帮助。
Gonna get helped out.
而且关于俄罗斯的报道,多年来一直都说情况糟糕透顶。
And the reporting out of Russia, I mean, the reporting out of Russia for years has been that it sucks.
但你知道,最终,糟糕到一定程度,连俄罗斯人都不得不推翻沙皇。
But you know, eventually, it's gonna suck enough for even the Russians to have to throw down the czar.
但我的意思是,那里的状况一直都很糟糕。
But I mean, things have been really bad there.
他们一直靠胶带和各种巧妙的利率操作勉强维持着经济。
They've been keeping the economy together with scotch tape and interesting interest rate moves and everything else.
如果你的油价出现有意义的上涨,哪怕只持续一个月,这也会在俄乌战争的关键谈判阶段对俄罗斯大有帮助。
And if you get a meaningful increase in the price of oil, even if it's for a month, I mean, that helps Russia at a particularly crucial point in the war with Ukraine with the negotiation.
是的。
Oh, yeah.
百分之百。
100%.
我认为,这种一切相互关联的逻辑在这里开始失效了,因为这确实可能延长俄罗斯继续打乌克兰战争的意愿。
I think that that's where this kind of like everything is connected breaks down because, yeah, this does potentially extend Russian willingness to fight the war in Ukraine.
我的意思是,归根结底,石油总会卖给中国,所以别过度强调中国之前从伊朗或委内瑞拉购买石油这一点。
I mean, Look, at the end of the day, when it comes to oil, someone's going to sell oil to China, so don't over index to the fact that China was buying from Iran or Venezuela.
如果中国不得不为石油多花一点钱,中国的经济也不会因此崩溃。
If China has to spend a little bit more on oil, the Chinese economy is not going to collapse because of that.
中国经济本身就已经有问题,但它有大量的石油储备。
Chinese economy has problems already, but it's got plenty of oil in storage.
它还有通往俄罗斯的管道。
It has pipelines into Russia.
它会从沙特阿拉伯购买石油。
It's going to buy oil from Saudi Arabia.
如果中国再也无法从委内瑞拉和伊朗获得石油,世界照样会继续运转。
The world will go on for China if it can no longer get it from Venezuela and Iran.
我不明白,为什么大家都觉得这跟中国有这么大关系。
I'm I am confused by how much everybody thinks this is about China.
不过,我认为特朗普总统会看到网上这些胡言乱语,然后他会说,是的。
I do think, however, that president Trump is gonna see all this nonsense online, and he's gonna be like, yeah.
这全都是关于中国的。
This was all about China.
你知道的吧?
You know?
这些线索都是连在一起的。
The dots are connected.
但其实不是这样的,老兄。
And it's like, no, bro.
我们都知道你这么做的原因。
Like, we know why you did this.
你知道,在委内瑞拉,你不想看到一个在拉丁美洲公然敌视美国的国家。
You know, in Venezuela, you want you don't want to have a country that's openly hostile to The US in Latin America.
这说得通。
Like, that's fair.
而在伊朗,2025年的袭击事件证明了它其实很脆弱。
And in Iran, it's a country that the attacks of twenty twenty five proved was vulnerable.
他曾试图与他们达成协议。
He tried to make a deal with them.
他提出了若干条件和要点,但他们不愿意放弃弹道导弹。
He gave them a number of issues, a number of points, and they didn't want to give up the ballistic missiles.
顺便说一下,关于这一点的报道非常有趣。
The reporting is very interesting, by the way, on that.
报道显示,他们本愿意在核计划上做出全部让步。
The reporting suggests that they were willing to give up everything on the nuclear program.
关于 Bayt 播客
Bayt 提供中文+原文双语音频和字幕,帮助你打破语言障碍,轻松听懂全球优质播客。