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Pod Save America is brought to you by SimpliSafe Home Security.
此刻,您正在收听我们的节目。
Right now, you're listening to us.
也许您戴着耳机,也许您在健身房,也许您正在开车,完全沉浸其中。
Maybe you have headphones on, maybe you're at the gym, maybe you're driving, you're locked in.
如果您的安防摄像头现在发送警报,您能立即看到吗?
If your security camera sends you an alert right now, are you going to see it right away?
大概不能。
Probably not.
被动安防依赖于您的注意力。
Passive security relies on you paying attention.
真正的安防系统即使在您听洛维特发牢骚时也能正常工作。
Real security works even when you're listening to Lovett rant.
传统安防系统只在有人已经闯入后才采取行动。
Traditional security systems only act after someone who's already broken in.
这太晚了。
That's too late.
SimpliSafe 的主动守护户外防护功能可以在入室盗窃发生前就加以阻止,而其他安全公司则要求你签订长期合同,SimpliSafe 却无需长期合约。
SimpliSafe's active guard outdoor protection can help prevent break ins before they happen, While other security companies lock you in, Simplisafe comes with no long term contract.
他们每天通过保障你的安全和满意度来赢得你的信任。
They earn your trust every day by keeping you safe and satisfied.
他们对自己提供的防护如此有信心,甚至提供防盗保障作为承诺。
They're so confident in the protection they provide, they even back it with an anti theft guarantee.
SimpliSafe 保护着超过四百万人。
Simplisafe protects over 4,000,000 people.
他们拥有二十年的家庭安防经验。
Have They twenty years of experience in home security.
他们刚刚被《美国新闻与世界报道》评为 2026 年最佳家庭安防系统。
They were just named best home security system of 2026 by US News and World Report.
这就是乔恩·洛维特本人。
And here's here's Jon Lovett right here.
我安装了一个SimpliSafe家庭安防系统。
I set up a SimpliSafe home security system.
安装起来非常简单。
Incredibly easy to do.
一旦安装好,搞定。
Once it was set up, boom.
安全了。
Secure.
是的。
Mhmm.
应用程序很棒。
Good app.
客户服务很好。
Good customer support.
不错。
Good.
就挺好。
Just good.
我们很喜欢。
We love it.
现在,我们的听众可以通过 simplisafe.com/crooked 以五折优惠购买新的 SimpliSafe 系统。
Right now, our listeners can get 50% off their new SimpliSafe system at simplisafe.com/crooked.
就是 simplisafe.com/crooked。
That's simplisafe.com/crooked.
没有比 SimpliSafe 更安全的选择。
There's no safe like SimpliSafe.
欢迎来到《Pod Save America》。
Welcome to Pod Save America.
我是乔恩·法弗。
I'm Jon Favre.
我是乔恩·洛维特。
I'm Jon Lovett.
汤米这周不在。
Tommy's off this week.
我觉得他和朋友林赛一起去迪士尼世界了。
I think he's with his friend Lindsay at Disney World.
是的。
Yeah.
林赛说他想去未来世界,让英国和法国接管摩洛哥。
Lindsay Lindsay was saying that he wanted to go to Epcot and get The UK and France to take over Morocco.
我不知道。
I don't know
那是什么意思。
what that was about.
我喜欢未来世界里的国家展馆。
I love the countries at Epcot.
好吧。
Alright.
在今天的节目中,我们将讨论特朗普如何通过威胁对伊朗发动战争来吹嘘与伊朗的外交进展,为什么大多数专家认为我们所有人都低估了即将到来的经济灾难,以及共和党新提出的通过削减你的医疗保障来为战争筹资的计划。
On today's show, we'll talk about how Trump is touting diplomatic progress with Iran by threatening the country with war crimes, why most experts think we're all underestimating the economic disaster that's coming, and Republicans' new plan to pay for the war by cutting your health care.
我们还将讨论众议院和参议院共和党人之间的新争执,这场争执导致国土安全部持续关闭,而国会却正在享受两周的假期。
We'll also talk about the new fight between House and Senate Republicans that's keeping the Department of Homeland Security shut down while Congress takes a two week vacation.
当然,建造特朗普舞厅的紧急工作即将开始,尽管没人想要它,而且设计也毫无道理。
And, of course, the critical work of building Trump's ballroom is about to begin even though no one wants it and the design makes no sense.
接着,你会听到汤米对爱荷华州参议员候选人乔什·图雷克的采访。
Then you'll hear Tommy's interview with Iowa Senate candidate Josh Turek.
快速提醒一下,如果你还没有成为Crooked Media的订阅用户,请考虑订阅,以免错过我们为‘播客好友’们制作的精彩内容。
Quick reminder, please consider becoming a Crooked Media subscriber if you haven't already so that you don't miss out on any of the great content we're putting out for our Friends of the Pod.
订阅用户可以收听我们新推出的《Pods of America》特别节目,名为《Pods of America Only Friends》。
Subscribers get our new extra episode of Pods of America called Pods of America Only Friends.
其他仅限订阅用户的节目包括丹·菲弗尔的《Polar Coaster》,以及访问我们所有优秀的Substack时事通讯,比如《Pod Save America Open Tabs》,享受所有你喜爱的Crooked播客的无广告版本,同时还能为特朗普美国为数不多的独立且坚定支持民主的媒体机构提供支持,感到自豪和安心。
Other subscriber only shows like Polar Coaster with Dan Pfeiffer, access to all of our excellent substack newsletters like Pod Save America Open Tabs, ad free episodes of all your favorite Crooked pods, and you get to feel good about supporting one of the few independent proudly pro democracy media outlets left in Trump's America.
所以,请前往crooked.com/friends进行订阅。
So head to crooked.com/friends and subscribe.
好的。
Alright.
我们来谈谈新闻。
Let's get to the news.
我们现在正处于唐纳德·特朗普对伊朗短暂军事行动的第二个月。
We are now entering the second month of Donald Trump's brief excursion in Iran.
目前有五万名美国人部署在中东。
50,000 Americans are now deployed in The Middle East.
已有八千七百多人死亡。
More than eight thousand seven hundred people have died.
数万人受伤。
Tens of thousands are wounded.
数百万人流离失所。
Millions have been displaced.
伊朗仍然控制着霍尔木兹海峡,这导致了历史上最严重的石油危机,并引发了一场日益恶化的全球经济危机。
Iran still controls the Strait Of Hormuz, which has led to the worst oil shock in history and a global economic crisis that's getting worse by the day.
总统一边声称与伊朗的直接谈判取得了巨大进展,试图安抚市场,一边却威胁要切断该国全部的电力和水资源,这将构成战争罪,而你只有在即将达成外交突破时才会说出这样的话。
President keeps trying to calm the markets by claiming that there's been, quote, great progress in direct negotiations with Iran while simultaneously threatening to destroy the entire country's access to electricity and water, which would be a war crime, and something you definitely say when you're on the verge of a diplomatic breakthrough.
周日晚上,在多家媒体报道特朗普即将决定派遣地面部队控制海峡或移除伊朗境内的核材料后,总统在空军一号上向记者谈及这一沉重的抉择。
On Sunday night, after multiple reports that Trump is nearing a decision on sending in ground troops to take control of the strait and or remove nuclear material from inside Iran, president talked to reporters on Air Force One about the fateful choice that's weighing heavily on his mind.
我今天做了一件事。
I did something today.
我们刚从建筑师那里收到了这些。
I, we just got these in from the architects.
很多人在谈论这个酒吧的景观有多美。
A lot of people are talking about how beautiful the bar for is another view.
这正对着财政部大楼。
This is coming from right opposite the Treasury Building.
美丽的首都。
Beautiful capital.
美丽的建筑。
Beautiful building.
我认为这将成为世界上同类中最出色的舞厅之一。
One of the I think it'll be the finest ballroom of its kind anywhere in the world.
很多人对它给予了非常好的评价。
A lot of people are giving it really good reviews.
有些人甚至还没见过这座建筑就给出了好评。
Some are giving good reviews without even seeing the building.
就像我们在舞厅项目上进度超前一样,在伊朗问题上,我们的进展更是大得多,那边的情况非常好。
Just like we're ahead of schedule on the ballroom, in a much bigger way, we're ahead of schedule with Iran doing extremely well in that neighborhood.
你是在开玩笑吗?
Are you fucking kidding me?
你从不让他们进来,因为我们跟他们谈判,然后总得把他们炸个稀巴烂。
You never they're in because we negotiate with them and then we always have to blow them up.
我觉得我们会跟他们达成协议。
I think we'll make a deal with them.
非常确定。
Pretty sure.
但我们也可能不会。
But it's possible we won't.
我认为我们已经实现了政权更迭。
I think we've had regime change.
我们不可能做得更好了。
We can't do much better than that.
那个非常糟糕、极其邪恶的政权是第一个被推翻的。
The regime that was really bad, really evil was the first one that was done.
第二个是被任命的,现在也已经消失了。
The second was appointed, and they're gone.
除了一个可能还剩一口气之外,其余的都死了。
They're all dead other than one who may have a little life.
然后是耶稣。
Then Jesus.
他们才是真正意义上的第三批。
They're really the third group.
第三组人似乎更加理性。
And the third group of people that seem to be much more reasonable.
这确实是政权更迭。
It it truly is regime change.
他真的做到了。
He really did it.
他确实做了我们一直开玩笑的国情咨文过渡,从国内政策转向外交政策,而且正如我们在舞厅环节超前一样,我们在伊朗问题上也超前了。
He did the state of the union segue that we always joke about between domestic and foreign policy, except it was, and as we are ahead of schedule on the ballroom, so are we ahead of schedule in Iran.
这其实是个很棒的隐喻,我认为,但也许我们可以把这个留到节目的舞厅环节再谈。
It's it's actually a great metaphor, I think, but maybe we can save that for the ballroom section of the show.
难以置信。
Unbelievable.
这真的难以置信。
It's just it's unbelievable.
难以置信。
Unbelievable.
好吧。
Alright.
我这边有正在发生的战争、石油危机,还有国土安全部的停摆。
I got the the war going on, the oil shock, there's this DHS shutdown.
我得回去面对媒体、登上飞机和空军一号,跟他们谈谈。
I gotta go back to the to the press and the plane and Air Force one and just talk to them.
我会讲话,也可以回答一些问题。
I'm gonna talk I can take some questions.
我有一些大厅的照片。
So I got some pictures of the ballroom.
灯光亮起来了,他就是这样开场的。
That's lit that's how he starts.
抱歉,各位。
Sorry, guys.
今天我真的没法集中精力谈战争。
I I can't focus on the war today.
我还得赶去肯尼迪中心开董事会,已经迟到了。
Also got a board meeting at the Kennedy Center I'm late to.
所以,洛维特,你对特朗普为何如此急于声称取得了无人能证实的谈判进展,有什么看法?
So, Lovett, what are your theories about why Trump seems so eager to allege progress in negotiations that no one else has been able to confirm are even happening?
所以,行动
So act
对不起。
I I'm sorry.
实际上,我觉得这说得通。
I actually think it does make sense.
嗯。
Mhmm.
那么现在发生了什么?
So what's happening?
他正在向市场传递信号,表明冲突不会升级,希望以此降低市场的波动性。
He is signaling to markets that the conflict won't escalate with the hopes that that reduces the volatility of the markets.
这使得那些支持冲突的人能够声称,那些担心局势失控、认为特朗普实际上相当理性的人是正确的。
That allows also those who support the conflict to say those who are afraid that it's spiraling out of control, that Trump is actually being quite reasonable.
当他声称政权已经更迭,新上台的人非常理性、容易合作时,他暗示着:尽管过去他们可能利用谈判作为掩护,暗杀房间里的所有人或对伊朗发动袭击,但现在是一群全新的人。
And then when he says the regime's already been changed, the new guys are so reasonable, they're easy to work with, he's suggesting that while maybe in the past, they've used negotiation as a cover to murder everyone in the room or do strikes on Iran, that is a new group of people.
你可以相信我的话,因为我真心希望在伊朗能找到一个可以合作的对象。
And you can take my word that you can you can trust what I'm saying now because I genuinely want someone in Iran I can work with.
另一方是……
The other side
你的意思是,他是在向伊朗传递这个信号吗?
You mean that you mean he's sending that signal to To Iran.
伊朗。
Iran.
是的。
Yeah.
但另一方面,特朗普正试图用石棉毯子盖住他引发的市场大火。
And the other side of it though is Trump is trying to kind of put an asbestos blanket on the fire he started in the markets.
这不仅仅是因为他希望减少当前冲突对美国的影响。
That is not just because he wants the consequences of the ongoing conflict to have less of an impact on The US.
他希望增强对伊朗的筹码。
He wants to increase his leverage over Iran.
我们承受的痛苦越少,他在冲突中的筹码就越大,这让他有更多空间升级行动,暗示美国承担升级的代价不会那么大。
The less pain we're experiencing, the more leverage he has in the conflict, which frees him up to escalate, which suggests that escalation won't be as big of a price for The US to pay.
当他声称我们已经在谈判时,伊朗知道这是否属实,这实际上是特朗普在向世界传递信息:如果谈判破裂,责任在伊朗。
And when he says that we're already negotiating, Iran knows whether that's true or not, that that's Trump telling the world that if it falls apart, Iran is to blame.
因此,特朗普正在试图降低他决定升级时所付出的代价。
So it's Trump is trying to lower the cost of what happens if he decides to escalate.
这对我来说意味着,但唯一合理的解释是,特朗普只考虑短期利益,而忽视了未来所有人都会认为他是骗子的成本。
That that to me is like but the only way that makes sense is if Trump is someone who only thinks short term and discounts the cost of everyone thinking he's a liar in the future.
但这就是他的做法。
But that's what he does.
特朗普只在极短期的范围内才是一个理性行为者。
That's that's Trump is only a rational actor in in the very short term.
所以我认为,这就是你如何理解那些升级威胁和谈判承诺的方式。
And so I think that's how you kind of can make sense of the the threats of escalation and the promise of negotiation.
是的。
Yeah.
我一直在思考这个问题。
I was thinking about this.
比如,如果你是唐纳德·特朗普,并且已经私下决定自己陷入了困境,需要从这场战争中脱身,正在寻找退出的途径,那你该如何公开传达这一点呢?
Like, if so if you're Donald Trump and you have decided privately that, you have painted yourself into a corner and that you're kinda fucked and need to get out of this war and you're looking for an off ramp, what are your options for how to communicate that publicly?
因为,我的意思是,任何总统都不太可能这么做,尤其是特朗普。
Because it's I mean, no president would really want to do this, but especially Trump.
你不可能直接说:我真的很想要一个协议。
You're not gonna be like, I really want a deal.
对。
Yeah.
你也不可能说:来谈判吧。
You're not gonna be like, come to the table.
所以你必须表现得一切都很顺利,是他们反过来恳求达成协议。
So you have to act like everything is going wonderfully, and they're the ones who are begging for a deal.
而且你还赌没人会相信他们,因为他们是伊朗政权。
And you also bet that no one's gonna believe them because they're the Iranian regime.
所以如果他们反驳你,那又有什么关系呢?
So if they contradict you, then who cares?
因此,我认为这部分策略就是说:我们已经彻底压制了他们,以至于他们只能苦苦哀求达成协议,而事情进展顺利——同时,你也向伊朗传递了你其实希望进行谈判的信息。
And so part of this, I think, is to just say, like, yeah, we've dominated them so severely that they are just begging for a deal and things are going well while, you said, communicating, I guess, to Iran that you actually do want some negotiations.
我们应当明白,会不会在这里那里有一些秘密谈判呢?
And we should just know, like, yeah, could there be secret negotiations happening here and there?
也许吧。
Like, maybe.
但你知道,巴基斯坦已经提出可以主办这些谈判。
But, you know, Pakistan has offered to host the negotiations.
他们之前已经主办过一些国家的会谈。
They already hosted some countries.
美国和伊朗都没有出席。
The United States and Iran were not there.
没有任何代表在场。
No representatives were there.
伊朗外交部今天表示,自2月28日以来,伊朗与美国没有进行过任何直接会谈,并且在军事行动结束前不会举行任何会谈。
The Iranian foreign ministry said today that, like, there's been no talks directly with The United States since the twenty eighth, since February 28, and that there won't be any talks until the military campaign ends.
《纽约时报》也发表了类似的文章,称根据西方和美国情报官员的说法,目前尚不清楚谁在掌权。
Also, the New York Times said this piece too that it is unclear who's in charge, and this is, like, according to Western and American intelligence officials.
因此,他们并不清楚现在该和谁谈判,也不清楚伊朗目前谁有决策权。
And so they don't really know who they're negotiating with or who has the authority to make decisions in Iran right now.
不过,我也注意到这篇文章中情报官员提到,更重要的是,伊朗伊斯兰革命卫队内部的强硬派影响力不断增强,其权力已超过名义上掌权的宗教领袖。
Though, I noticed this from intelligence officials in the piece too, it says, what's more, officials say hardliners within Iran's Islamic Revolutionary Guard Corps have become more influential, exerting more power than the religious leadership nominally in charge.
所以,现在掌权的是革命卫队——也就是全国最极端的强硬派,这可不是什么好兆头。
So not a great sign that the IRGC, who are the, you know, the most hardline hardliners in the whole country, the ones in charge right now.
是的。
Yeah.
所有参与此事的人都是自恋的骗子,所以根本无从得知真相,因为他们还在公开场合进行谈判。
I we also just everyone involved in this is a egomaniac liar, so it's just like imp because it's hard to know what's really happening because they're also negotiating in public.
对吧?
Right?
我们知道一些国家提出的谈判条件,比如霍尔木兹海峡的通行权、铀浓缩之类的。
Like, we know some of the states, the the terms of negotiation, tolls in the Strait Of Hormuz, uranium enrichment, what have you.
对吧?
Right?
他们已经
Like, they've
那些都不是。
Those aren't yeah.
但这就是伊朗所要求的,以及美国在其十五点计划中想要的东西的一个好例子。
But, like, that's a good example of what Iran has asked for and what The United States wants in their 15 fucking point plan.
他们连谈的都不是同一件事。
They're so far they're not even negotiating over the same thing.
伊朗方面说,是的,我们不希望美国在中东任何地方设立军事基地。
Like Iran's like, yeah, we don't we don't want any more we don't want US military bases anywhere in The Middle East.
大家都这么说。
Everyone's yeah.
我的意思是,我不知道他们现在怎么能勉强接近彼此。
Like, it's not I just think they're I don't know how they even get kinda close right now.
这就像一场胆小鬼游戏,只不过我们已经撞车了。
Well, it's like a game of chicken except we've already rammed the cars into each other.
是的。
Yeah.
我也不知道。
It's like I I I don't know.
你到底想说什么?
What are you
我们只是在两个爆开的安全气囊之间互相大喊大叫。
we're just yelling at each other across two blown airbags.
这他妈真的很糟糕。
It's fucking it's really it's really bad.
我的意思是,特朗普还接受了《金融时报》的采访,他说:‘也许我们会拿下哈尔克岛,也许不会。’
I mean, Trump also gave an interview to the Financial Times where he said, quote, maybe we take Karg Island, maybe we don't.
他还说:‘老实讲,我最想做的就是拿下伊朗的石油,但美国有些蠢货,你们干嘛要这么做?’
And, quote, to be honest with you, my favorite thing is to get the oil in Iran, but some stupid people back in The USA, why are you doing that?
但那些都是蠢货。
But they're stupid people.
这真是句好话。
That's a great quote.
他还声称,伊朗议会议长允许几艘油轮通过海峡,作为对美国的‘贡品’和尊重的表示。
He's also claiming that Iran's, parliamentary speaker has been allowing a few oil tankers through the strait as a, quote, tribute and a sign of respect to The United States.
然而,这位议长同时正在议会推动一项计划,打算对所有通过霍尔木兹海峡的船只收取永久通行费,并彻底封锁以色列和美国。
Though that same parliamentary speaker is moving forward in parliament with a plan to institute a permanent toll for all ships passing through Hormuz and then blocking Israel and The United States completely.
议长还说,现在——请记住,这是最极端的选项。
The speaker also said now this is remember, this is the hottest option.
这是那个新来的人,嗯。
This is the new guy that Mhmm.
特朗普说他们可能正在与之谈判的人。
That Trump has said that they're probably negotiating with.
他还说,伊朗军队正等着美军地面部队进入该国,以便将他们‘点燃’。
He also said that Iranian forces are, quote, waiting for US ground troops to enter the country so they can, quote, set them on fire.
他看起来像是想找条退路的人吗?
Does he seem like someone looking for an off ramp?
我只是想看看这件事的另一面。
So just trying to see the other side of this.
嗯。
Mhmm.
把同样的激励措施反过来考虑。
Take the same incentives in reverse.
是的。
Yeah.
伊朗必须表示,美国和全球市场将为冲突持续付出极高代价,伊朗能够承受长期冲突,而特朗普的升级威胁并不构成有效威慑。
Iran has to say that The US and global markets will pay a very high price for the conflict continuing, that Iran will endure a long term conflict, and Trump's threats of escalation are not effective leverage.
你可以在淡化谈判的同时,通过行动传递出你实际上更倾向于达成协议的信号。
And you would do this while underplaying negotiations while signaling with actions that you actually do prefer a deal.
因为出于同样的原因,特朗普希望宣称谈判仍在进行,以便在他升级行动时有所借口。
Because for the same reason, Trump wants to claim negotiations are ongoing in case he escalates.
伊朗则希望声称没有谈判,这样如果特朗普决定对卡拉克岛采取行动,他们就可以把责任推给他。
Iran wants to say there are no negotiations so they can blame Trump if he does decide to go after Karg Island.
所以,我认为完全有可能我们正在向向伊朗派遣地面部队的方向推进。
So it I'd like, I think it is totally possible we are ramping up towards boots on the ground in Iran.
对吧?
Right?
我们有特朗普在威胁要这么做。
We have Trump threatening it.
我们有特朗普将部队调往该地区,与此同时,鲁比奥却表示他不认为有必要派遣地面部队。
We have Trump moving troops into the region, while at the same time, you have Rubio saying he doesn't believe troops on the ground are necessary.
对吧?
Right?
这正是我们记录下来的内容。
That's what we're getting on the record.
所有这些的问题在于,既向市场作出保证,又发出不兑现的威胁。
The problem with all of this is both assurances to the market and threats that you don't act on.
对,这两者都有时间限制。
Right, those both have a clock.
对吧?
Right?
比如,如果保证失效了,伊朗的筹码就会突然增加。
Like, if the assurances stop working, suddenly Iran's leverage goes up.
对吧?
Right?
特朗普会如何应对?
What does Trump do to respond?
他会屈服吗?
Does he cave?
他是会为了结束冲突而承受巨大的个人自尊打击,让局面看起来对伊朗有利,还是必须通过采取升级行动来重新计时?
Does he take a great blow to his personal ego to end the conflict in a way that seems like it redounds to Iran's benefit, or does he have to reset the clock by doing something escalatory?
对吧?
Right?
就像,这正是让我们所有人都如此危险的原因,因为特朗普只考虑一两天之后的事。
Like, that that's where that's what makes us all so dangerous because Trump only thinks one or two days ahead.
所以,这对我来说正是这一切如此令人担忧的原因。
And so that that to me is what makes all of this so alarming.
你能看出某种出路。
You can see your way to some look.
看。
Look.
你说得对。
You're right.
他们之间的差距太大了。
They're so far apart.
我们根本不知道真正的谈判会是什么样子。
We have no idea what the actual, like, contours of a negotiation would look like.
但事实上,伊朗和美国都会从冲突的结束中受益。
But the truth is both Iran and The United States would benefit from the conflict ending.
也就是说,这场本不该爆发的战争背后的根本真相是,即便在战争升级并失控时,这种情况也常常存在。
That is, the undergirding truth of this entire war that never should have been fought in the first place, but that can often be true while a war escalates and spins out of control.
卡罗琳·洛维特被问及特朗普在简报会上前后矛盾的言论,她谈到了谈判以及他们与谁谈判。
Caroline Lovett was asked about all this in sort of Trump's conflicting messages at the briefing, and she's talking about negotiations and who they're negotiating with.
她曾提到,一些前任领导人如今已不在人世,因为他们欺骗了美国,在谈判中敷衍拖延,这让总统无法接受,因此许多前任领导人被处决。
And she said at one point, some of the previous leaders are now no longer on planet Earth because they lied to The United States and they strung us along in negotiations, and that was unacceptable to the president, which is why many of the previous leaders were killed.
如果我是伊朗现任领导人之一,我不确定这样的说法能否让你坐到谈判桌前。
I do not I think if you were one of the current leaders in Iran, I think that I don't know if that gets you to the table.
他提出的条件就是:要么和我们谈判,要么去死。
He's faster than negotiate with us or die.
是的
Yeah.
对
Yeah.
你觉得这样能让他们坐到谈判桌前,让他们有谈判的意愿吗?
That's a you think that's gonna get them get them to the table, get them into a negotiating mood?
特朗普有一种所谓的战略模糊信念。
Trump has this, like, belief in this strategic ambiguity.
我并不是在给特朗普的谈判能力赋予什么神秘或魔法,但他确实坚信模糊性具有价值,能带来杠杆作用。
And I'm not imputing secret method and, like, magic to Donald Trump's ability to negotiate, but he absolutely believes that there's value to being ambiguous, that that gives you leverage.
但最终,你必须明确说出你支持什么。
But eventually eventually, you have to actually say what you're for.
对吧?
Right?
比如,明确描绘出最终目标的样子,接受某种协议,否则冲突就会永远持续下去。
Like, lay out what the actual endgame would look like and accept some kind of a deal or the conflict goes on forever.
白宫新闻秘书威胁说,除非达成有利条款的协议,否则你会造成更多人死亡。
The the, like, threats from the White House press secretary that you're gonna kill more people unless you get a deal that has favorable terms.
所有这些都属于胡萝卜加大棒中的大棒,但胡萝卜在哪里呢?
Like, all of that is the is the is the stick, but, like, what is the carrot?
这个协议具体是什么样子?
What does the deal look like?
你愿意接受什么条件?
What would you accept?
对吧?
Right?
它不能看起来像奥巴马的协议。
It can't look like Obama's deal.
对吧?
Right?
因为那可是令人忌惮的奥巴马协议。
Because that's the dreaded Obama deal.
这个协议必须足够有利,让伊朗愿意接受。
It has to be favorable enough that Iran's willing to accept it.
那么,作为一个现实中的行为体,这看起来会是什么样子?
So what does it look like to be a real world actor here?
所以,正如我们之前说的,周末有大量报道称,他们正在考虑占领哈尔克岛或其他一些岛屿,以便控制石油,或者至少利用对这些岛屿的控制权作为谈判中的筹码,因为我认为特朗普和政府其他成员意识到,占领岛屿可能比控制哈尔克岛更容易,因为一旦你把大量军队部署在这些岛上,伊朗人就可以轻易地向他们开火,试图逐个击破。
So he's you know, there's all these reports over the weekend, like we said, that so they're thinking of taking Carg Island or some of the other islands so they can control the oil or at least use the use the control of the islands as a bargaining chip in a negotiation because I think as Trump and the rest of the government recognize that maybe taking Island is easier than holding Karg Island because then you have a bunch of troops on these islands, and now the Iranians can just, you know, shoot away at them and try to pick them off.
而且,驻守这些岛屿非常困难。
And and you've got you know, holding it is is pretty difficult.
同样,深入伊朗境内并运出核材料的任务也极其复杂且危险。
In the same with the incredibly complicated and dangerous mission of going into Iran and getting out the nuclear material.
嗯。
Mhmm.
因此,你开始听到一些说法,比如卢比奥表示,也许我们不需要地面部队来实现这些目标。
And so you're starting to hear you know, Rubio said, maybe we don't need ground troops for the objectives.
他们认为,在与伊朗的协议中,或许可以让伊朗配合你,一起运出核材料,或者由他们自己交出,或者其他方式。
And they think that maybe in a deal with Iran, you get the Iranians to, like, go with you to get the nuclear material to take it out or or give it to themselves or whatever else.
但问题是,伊朗人为何会自愿将核材料交给美国,或开放霍尔木兹海峡?
But then the question is, why would the Iranians voluntarily give the nuclear material to The US or open up the Strait Of Hormuz.
也许特朗普认为,伊朗会这样做,以避免其所有的发电厂和海水淡化厂被炸,从而让轰炸停止。
And maybe Trump thinks they would do it so that they wouldn't have all of their power plants and desalination plants bombed and that the bombing would stop.
尽管特朗普说,我们还剩下大约3000个目标,完成后就结束。
Although Trump's like, we have about 3,000 targets left and then we're done.
那么,当3000个目标都被摧毁,政权依然存在,霍尔木兹海峡仍然封闭,核材料仍留在伊朗境内时,会发生什么?
So then what happens when the 3,000 targets are done, and the regime is still standing, and the Strait Of Hormuz is still closed, and the nuclear materials are still inside Iran?
然后从
And then from the
那你就完了。
Then you're fucked.
那你就没有别的选择了。
Then you have nothing else to do.
然后从另一方面来看。
And then from the other side of it.
这就是为什么他威胁要对平民实施战争罪,因为他觉得:天啊,我需要某种筹码。
Which is why he's threatening war crimes for the civilian population, because he thinks he's like, woah, I I need some kind of leverage.
而且,我认为他只是认为这些设施很难快速重建,会给政府带来巨大的代价。
Well, and I don't even like, he's just thinking of it as something very hard to rebuild quickly, something that would exact a great price for the the government.
但另一方面,显然在战争爆发前,双方的立场就已经相差甚远。
But but on the other side of it, that's the two sides were incredibly far apart apparently before this war.
对吧?
Right?
在战争爆发前,根本就没有达成任何协议。
There wasn't a deal on the table before this war.
那么,为什么伊朗会突然说:我们要开放霍尔木兹海峡,还要提出这些其他要求?因为他们必须将这些条件锚定在一场谈判中,让美国付出代价,而伊朗则因承受这场战争而获得回报。
And so why why would Iran suddenly say, oh, we're gonna toll the Strait Of Hormuz, and here are all these other things we're gonna demand because they have to anchor this into a negotiation in which there's some cost to The US, some benefit to Iran for having endured this war.
对吧?
Right?
他们不可能只是回到战前的现状,只是去掉核计划而已。
They can't just go back to the status quo anti before minus the nuclear program.
至少在谈判中,你就是这么做的。
At least that's what you would that's that's what you do in a negotiation.
对他们来说,即使遭受了所有这些破坏,政权依然存活就是一场胜利,因为他们可以对世界说:美国和以色列已经倾尽全力,却没能摧毁我们的政权。
For them, the regime surviving even with all this damage is a win for them because then they can say and they can show the world The United States and Israel gave it everything they had, and they did not destroy the regime.
我们依然屹立不倒。
We're still standing.
我们成功控制了霍尔木兹海峡。
We were able to control the Strait Of Hormuz.
现在,你知道吗?我们虽然损失了一些领导人,但我们是伊朗,而他们是美国和以色列,而我们现在依然站着。
And now, we get, you know, we lost a bunch of our leaders, but like, we're Iran, and they're The United States and Israel, and we're still standing right now.
是的。
Yeah.
这对他们来说算是一种胜利,虽然不是最大的胜利,但毕竟还是赢了,你知道的。
And they that's a win for it's not like the the biggest win for them, but it's still a win, you know.
另外,还有许多报道称,天哪。
The other there's been just all these reports that, oh, wow.
伊朗人实际上对轻松控制霍尔木兹海峡感到惊讶。
The Iranians are actually surprised by how easy it was to secure the Strait Of Hormuz.
他们从这场冲突中学到了一些东西,这将增强他们未来的谈判筹码。
That they've learned something from this conflict that gives them greater leverage in the future.
所有这些都旨在让美国付出沉重的战争代价。
All of this is about making the war a heavy price for The US to have to
付出。
pay.
我注意到鲁比奥今天接受了一次采访,好像是史蒂芬诺普洛斯的采访,然后国务院还转发了一些片段,国务院说,‘史诗愤怒’的目标很明确。
I noticed that the Rubio did a interview today, and I think it was Stephanopoulos, and then, like, the State Department was tweeting out some of the clips, the State Department's like, the objectives of epic fury are clear.
摧毁伊朗空军、摧毁海军、削弱导弹发射能力,以及摧毁工厂。
Destruction of the Iranian Air Force, destruction of the navy, diminishing of missile launching capability, and destruction of factories.
就这些了。
That was it.
这些就是目标。
Those are the those are the objectives.
关于核材料,一点都没提到。
Nothing on the nuclear material.
显然,我们也没提伊朗人民起义并推翻政府的事。
Nothing on obviously, we've left behind like the Iranian people rising up and and taking over their government.
我们也没提这件事。
We've left that behind too.
甚至连霍尔木兹海峡重新开放的事都没提,这让人惊讶。
Not even something on the strait, reopening the strait, which was surprising.
不过,现在战争的目标竟然变成了
Although, it it is kind of ridiculous that now the objective of the war has become
扭转一次报复行动。
Undoing a retaliation.
是的。
Yeah.
所以,但有没有一种可能,他们只是撤退了,然后说:‘我们以后再处理海峡的问题,但我们的目标非常明确。’
So that But like, is there a scenario where they're just like leaving and they're like, well, we'll figure out this straight at some point, but our objectives are were very clear.
我们击沉了他们一大批舰船,摧毁了大量导弹以及一些制造导弹的工厂,仅此而已。
We we sunk a bunch of their ships and and and and destroyed a bunch of their missiles and and some factories that built the missiles, and that's it.
这正是我们想要的。
That's all we wanted.
这场战争的目标是摧毁他们的导弹能力,以便在发生战争时,他们不具备导弹能力。
And the goal of the war was to destroy their missile capability so that in the event of war, they wouldn't have the missile capability.
鲁比奥实际上也对此说得非常清楚。
The the Rubio also was, like, actually very clear about this.
他说,几乎是顺口一提,称冲突结束后——我这是在转述。
He said he said, and almost as an aside, that after the conflict is over I'm paraphrasing.
但冲突结束后,我们就得想办法解决霍尔木兹海峡的问题。
But after the conflict is over, then we're going to have to figure out what to do about the Strait Of Hormuz.
所以他们甚至承认,这是一个将持续存在的问题。
So they've even conceded that this a problem that's gonna be continuing.
因为我认为,如果他们决定不派遣地面部队,就会想说:我们没有出动地面部队。
Because I think if they decide not to go with ground troops, then they're gonna wanna say, we didn't do the ground troops.
大获全胜。
Big win.
他们开始求和了,你知道的,我们会进行某种谈判,但我们已经结束了。
They they started they're begging for a deal, and, you know, we're gonna do some kind of negotiations, but we're done.
我们退出了。
We're out.
然后全世界都会说,霍尔木兹海峡仍然关闭。
And and then the rest of the world's gonna be like, well, Strait Of Hormuz is still closed.
仍然有通行费,诸如此类。
There's still a toll, blah blah blah.
他们却说,哦,这个我们以后再解决。
And they're like, oh, we'll figure that out later.
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让我们谈谈战争带来的经济后果,因为这是伊朗目前最大的筹码。
Let's talk about the economic fallout from the war because that is Iran's biggest leverage right now.
经济学家和能源行业专家不断告诉记者,即使战争很快结束,其后果才刚刚开始。
Economists and energy industry experts keep telling reporters that the fallout is only just beginning even if the war ends soon.
彭博社采访了三十多位此类专家,称‘一个信息被反复提及’。
Bloomberg talked to more than three dozen of these experts and said that, quote, one message was repeated over and over.
世界尚未意识到这一局势的严重性。
The world still hasn't grasped the severity of the situation.
其他国家已经面临能源短缺、粮食供应短缺和价格冲击。
Other countries are already dealing with energy shortages, food supply shortages, price shocks.
以下是欧洲央行行长克里斯蒂娜·拉加德在接受《经济学人》采访时对‘最糟糕的情况尚未到来’这一观点的总结。
Here's European Central Bank president Christine Lagarde summing up the view that the worst is yet to come in an interview with The Economist.
我们正面临一场真正的冲击,其程度可能超出我们目前的想象。
We are facing a real shock that is probably beyond what we can imagine at the moment.
你认为是否存在一种盲目乐观,认为这场危机终将结束,世界会回归正常?
Do you think there is just a sort of blind optimism that somehow this is going to be over and the world will go back to normal?
也许他们过于乐观,并且执意保持乐观态度。
Well, maybe they are overly optimistic and determined to stay optimistic.
已经造成的损害太多了,不可能在几个月内恢复。
Too much has already been damaged, and there is no way that it can be restored in a matter of months.
大多数人实际上谈论的是以年为单位。
Most people are actually talking about years.
我认为这是一场危机,我们正在几乎一点一点、一天一天地了解实际后果会是什么,哪些国家将受到最大影响,哪些商品将需求最大。
And I think this this is a a crisis where we are learning almost bit by bit, day by day, what the actual consequences will be, what countries will be most affected, what of the commodities will be the the most in demand.
我看到一些人将当前时刻与2020年3月相比较,当时许多专家、学者、公共卫生专家和经济学家都在警告疫情即将带来的严重后果,而公众尚未完全意识到。
I saw some people comparing this moment to March 2020, where a lot of the the wonks and nerds and public health experts and economists were warning about how bad things were about to get because of COVID while the public hadn't caught up quite yet.
标普的首席能源顾问将目前看到的相对温和的市场反应称为“非理性的乐观”。
The top energy adviser for the S and P called the relatively mild market response so far that we're seeing, quote, irrational optimism.
你怎么看?
What do you think?
是的。
Yeah.
我认为人们只想到石油会受到影响,但
I think people think about this as oil being affected, but
还有氦气,它用于半导体制造和核磁共振成像设备。
there's helium, which is needed for semiconductor manufacturing and MRI machines.
卡塔尔生产了全球35%的氦气。
Qatar produces 35% of the world's helium.
化肥的关键成分,如氨、尿素、硫和磷酸盐。
Key ingredients for fertilizer like ammonia, urea, sulfur, and phosphates.
你还有液化天然气。
You have liquid natural gas.
卡塔尔的铝生产已经下降。
Aluminum production in Qatar is down.
陶氏公司告诉客户:约翰,我们正在提高塑料的价格。
Dow told its customers, we're increasing the price of plastic, Jon.
谢谢你的分享。
Thank you for that.
所以这不仅影响了世界其他地区,可能甚至比美国影响更严重,而我们已经看到了这一点。
So it's not just it's hitting hitting the rest of the world, probably even harder than The United States, and we're already seeing that.
我来念几段来自不同世界领导人的引述给你听。
Just gonna read you a couple quotes from different different world leaders.
韩国总统今天表示:'世界正因能源危机而陷入动荡。'
South Korea's president today said that, quote, the world is in turmoil over the energy crisis.
形势如此严重,甚至让我夜不能寐。
The situation is so serious that it it has even kept me up at night.
当前的问题已经十分严峻,但未来的前景似乎更加不稳定。
The immediate problem is grave enough, but the outlook ahead seems even more unstable.
情况比预期更糟。
The situation is worse than expected.
意大利国防部长当然也受到了另一波冲击。
Italy's defense minister, of course, have to nick another hit for that.
我现在不得不去思考,必须了解未来一周会发生什么,以及它将如何影响经济和我们的日常生活,这些事情已经让我无法安睡。
I am forced now to think I am forced now to know things about what would happen in the coming week, the and effects it will have on the economy and our daily lives that no longer allow me to sleep.
世界各地的外国领导人睡眠都不多。
Not a lot of sleep for foreign leaders all around the world.
是的。
Yeah.
美国或许能有一些缓冲措施。
There are ways The US might be insulated.
我们有很多资源。
We have a lot.
我们拥有大量的天然气,氦气储量甚至超过卡塔尔,但全球衰退的可能性不会放过我们。
We have a lot of natural gas, and more helium than Qatar, but the possibility of a global recession will not spare us.
我觉得就是这个了。
I think this was it.
我觉得这简直是一个史无前例的错误,乔恩。
I think this was like a world historic mistake, Jon.
我真的很担心这件事。
I'm really worried about it.
好的。
Okay.
我很高兴我们认真对待这件事。
I'm glad that I'm glad that Anyway, we're taking this seriously.
我们正在认真对待这个问题
We are taking this
几周后再跟我们聊聊,到时候回放那段视频。
Talk to us like in a couple of weeks, play back that clip when
是的。
Yeah.
对。
Yeah.
我们之前是吗?
Were we?
当时好像有
There was like
股市下跌了2000点,而且到处都是排长队加油的场面。
2,000 points in the stock market and there's fucking, you know, gas lines everywhere.
不。
No.
情况真的糟透了。
It's really fucking bad.
情况真的很糟。
It's really bad.
而且
And
我们这么做是为了表明一个观点。
We did that to prove a point.
我们当时是在强调。
We were highlighting.
是的。
Yes.
我们当时是在强调这个观点。
We were highlighting the the point.
而且如果能让更多人看到这些信息,也许这也是目标之一。
And and and if this gets this information in front of more people, perhaps that was the goal too.
是的。
Yeah.
还有破坏本身,即使你打通了航道,情况也不会马上恢复。
And and the destruction also, even if you open the straight, things will not bounce back.
这种影响会持续很长时间。
There'll be ripple effects for a long time.
我真心觉得,你看鲁比奥就是这样。
I I genuinely think, like, you see this with Rubio.
他经常暗示,他想告诉欧洲和其他国家:你们需要打开霍尔木兹海峡,因为伊朗真的对我们非常愤怒。
He's he's implying this a lot of times that that that he's trying to tell the Europeans and and other countries, we need you to open the Strait Of Hormuz because, honestly, Iran is just, like, so mad at us.
但同时,这也是因为你们会受到更大冲击,毕竟我们确实拥有更多氦气。
But, also, because it's gonna hit you more because we do actually have more helium.
我们确实有天然气。
We do have natural gas.
对吧?
Right?
我们对其中一些影响有抵御能力,但从长远来看,这种影响的连锁反应,会波及各个行业和各个国家,最终也会找上我们。
We are insulated from some of this, but in the long term, the the ripple effects of this, the the way this will ricochet across all different sectors, all different countries, like, it will come for us.
我们不会幸免于难。
We will not be spared.
我们比其他国家更有抵御能力,但我们的消费者也更敏感,因为他们太娇气了。
We are insulated better than other countries, but we are also more sensitive than other countries because our consumers are pussies.
就是说,哎呀,几美分而已。
It's just like, oh, a couple cents.
不,不行。
Like, no.
伊朗正是利用了这一点,他们知道,美国消费者支付更高的油价,会为唐纳德·特朗普带来比世界上其他更严重的危机更大的政治问题。
It it they Iran is banking on the fact here that, you know, American consumers paying higher gas prices is going to cause a much bigger political problem for Donald Trump, relatively speaking than even some of these much more severe crises in the rest of the world.
而且我们并不是免疫的,因为一旦发生全球衰退,天哪,这肯定会波及美国。
And we're not insulated because, you know, once there's a if there's a global recession, God forbid, like, that is going to affect The United States.
你根本无法逃避这一点。
You can't fucking escape that.
而在汽油价格已经涨到每加仑5美元以上的情况下再来一场衰退,人们早就对价格感到不满了。
And a recession while gas prices are are crusting over $5 a gallon, people are already upset about about prices.
这在政治上对特朗普来说是最糟糕的情况,而且
Like, that is a worst case scenario politically for Trump and
问题是。
the problem.
再说一次,我们之前谈到过管道重新开通的事,但卡塔尔对天然气的那次袭击,导致今年全球液化天然气供应减少了大约2800万吨。
And again, we were talking about the the straight being opened again, but, like, that attack in Qatar on the natural gas, like, knocked out roughly 28,000,000 tons of supply from the market this year of liquid natural gas.
这几乎相当于2026年全球供应增长的全部预期。
That represents nearly the entire global supply growth forecast for 2026.
据《纽约时报》称,从中东流向全球的液化天然气要恢复到战前水平,可能需要好几年。
It could take years, listen from the New York Times, years for the flow of liquid natural gas from the Mideast to return to prewar levels.
而且,就算今天海峡重新开放,也别指望了。
And that is just like, forget if the Strait opened tomorrow.
这事已经完了。
That's just it's done.
它被毁了。
It's destroyed.
这可能会让一些美国化石燃料公司受益。
And that might benefit some American fossil fuel companies.
这确实可能对某些公司有帮助。
That might actually help some Yeah.
他们的利润。
Their profits.
价格上涨。
Prices.
但消费者不会从中受益。
But we will consumers will not benefit from that.
消费者将为全球供应变化买单。
Consumers will pay for a global change in supply.
此外,特朗普的口头干预——他试图用那些荒谬的言论安抚市场——已经不再有效了。
Also, Trump's jawboning, the him trying to calm the markets with his crazy truths, not really working anymore.
事情已经开始了。
It's already started.
他确实这么做了,你知道吗?首先,你有没有看到我们正在与之谈判的伊朗新人物——议会发言人——在推特上调侃特朗普?我看到了。
To like, he did it, you know Well, first of all, did you see the did you see the our new guy in Iran that we're negotiating with, the Speaker of Parliament, trolling Trump on I did.
推特
我看到了这条。
I did see this.
注意一下。
Heads up.
盘前所谓的新闻或真相,往往只是为获利了结而设的局。
Pre market so called news or truth is often just a setup for profit taking.
基本上,这是一个反向指标。
Basically, it's a reverse indicator.
反其道而行之。
Do the opposite.
如果他们推高,就做空。
If they pump it, short it.
如果他们抛售,就做多。
If they dump it, go long.
明天看到什么,你知道该怎么做的。
See something tomorrow, you know the drill.
我们的想法是,现在正处于一种来回拉锯的状态:特朗普试图操纵市场,以避免自己因承受结束战争的压力而被动;而伊朗则公开、赤裸裸地反向操作市场,因为如果市场对特朗普的言论无动于衷,他在谈判中的筹码就会丧失。
The the idea that we're in a a back and forth where you have Trump trying to work the markets to avoid him feeling pressure to end the war, and you have Iran trying to work the markets in the opposite direction just so publicly, so baldly, because if the markets don't respond to what Trump is saying, he loses leverage in the negotiation.
我的意思是,也许,说实话,我正在说服自己,把这看作是一种希望的信号,乔恩。
I mean, maybe, honestly, as I'm I'm talking to myself into seeing it as a sign for hope, Jon.
但我觉得,当特朗普最近又说‘取得巨大进展’之类的话时,市场根本就没反应。
Well, but I think that, like, when Trump the the latest truth, when he, you know, said great progress and stuff like that, it just didn't.
它对市场的影响越来越小了。
It's it's it's changing the markets less.
市场对它的反应不如以前那么强烈了。
Like, the markets are responding not as much as they used to.
目前油价仍然远高于100美元。
The price of oil right now is still now way above a 100.
之前好像到了110左右,不管怎样。
It was like a 110, whatever.
他偷偷打探了吗?
Did he snoop?
我不记得是哪家公司了,但有一家公司创建了一个压力指数。
I don't remember which firm, but a firm has created a kind of pressure index.
嗯嗯。
Mm-mm.
所以有个TACO指数,嗯。
So there's a TACO index Mhmm.
那是由一家金融机构创建的。
That a financial firm has created.
基本上,它综合了几个不同的指标,来评估唐纳德·特朗普在重要问题上让步前所承受的压力程度。
And, basically, it looks at a couple different indicators to come together to put them together to suggest the amount of pressure Donald Trump is under to argue for when he will cave on something important.
我认为这很重要,原因在于,是的。
And because and and the reason I think that matters is because yeah.
你说得对。
You're right.
那些单独的言论不再像过去那样引发同样的市场调整了。
The the the individual statements aren't causing the same kind of, like, corrections as we were seeing in the past.
但我确实认为,根本问题——这也反映了这场冲突的本质——是市场最终预期特朗普会尊重市场。
But I do think the underlying problem, and it speaks to what's going on in this conflict too, is that the markets ultimately expect Trump to respect the markets.
对吧?
Right?
整个市场那种非理性的乐观情绪,都建立在唐纳德·特朗普关心这些市场走势这一想法之上。
That that that the whole the whole the the kind of irrational optimism of the markets is based on the idea that Donald Trump cares what happens to these markets.
而这并不是那种会频繁波动的东西,而是会融入整体预期之中。
And that is, like, not something that's gonna show ups and downs, but it's gonna be baked into an overall expectation.
对吧?
Right?
问题是,这种预期什么时候会崩溃?
And the question is when does that give?
是的。
Yeah.
这是因为,终归有一天,特朗普关心市场是不够的。
Well, that gives because at some point, Donald Trump caring about the markets isn't enough.
特朗普尊重市场或担心市场是不够的,因为如果石油没有了、汽油没有了、化肥没有了,他什么也做不了。
Donald Trump respecting the markets or being worried about the markets isn't enough because if the oil isn't there or the gas isn't there, know, like, or the fertilizer isn't there, there's nothing he can do about it.
因为这不再是一场象征性的电视对抗,而开始变成现实世界的后果。
Because it stops being a symbolic television fight and starts being a real world consequences.
而这正是你现在从油价和市场中看到的——我们正逐渐走向这个阶段,人们意识到:无论特朗普多么关心股市和他的支持率,这些都无济于事。
Which is where you can see from the price of oil and the markets right now, like, is where we're getting to right now, where they realize, like, okay, Donald Trump can care all he wants about the stock market and his approval rating, all that stuff doesn't matter.
他阻止不了。
He can't stop it.
他并不是这里唯一有投票权的人。
He, like, he he doesn't have the only vote here.
有一群人不可能被指责为非理性的乐观主义者,那就是在伊朗问题上与特朗普决裂的MAGA支持者。
One group of people who can't be accused of irrational optimism are the MAGA types who've broken with Trump on Iran.
周日有一段精彩的推特对话,安·库尔特发帖说:‘看着福克斯新闻向观众保证伊朗战争进展顺利,特朗普是个十足的硬汉,就像看着同一个频道向观众保证多米尼昂投票系统操纵了2020年大选,特朗普才是赢家。’
There's a great Twitter exchange on Sunday where Ann Coulter tweeted, quote, this is Ann Coulter, watching Fox News assure viewers the Iran war is going super well and Trump is a total stud is like watching the same network assure viewers that the dominion voting systems rigged the twenty twenty election and Trump was the winner.
玛乔丽·泰勒·格林回应道:‘福克斯新闻现在成了假新闻,正在洗脑婴儿潮一代支持我们当初投票反对的东西。’
To which Marjorie Taylor Greene responded, quote, Fox News is now the fake news, brainwashing boomers to support what we voted against.
这真是一段精彩的对话。
What a what an exchange.
我太喜欢了。
I love it.
当共和党人短暂地体会到当一名民主党人的感觉时,没有什么比这更让我开心了。
I there's nothing that makes me happier when Republicans get a taste for just a moment of what it feels like to be a Democrat.
就像,他们简直无法理解,到底发生了什么?
Like, that that it's like they can't like, what is happening?
他们在误导公众。
They're they're misinforming the public.
他们以一种让我感到不快的方式,让公众对现实产生免疫力。
They're inoculating them against the reality of what's going on on the ground in a way that I find displeasing.
洗脑老一辈。
Brainwashing the boomers.
他们显然刚刚开始洗脑老一辈。
They just they just started brainwashing the boomers, apparently.
嘿。
Hey.
有人快报警。
Somebody call the police.
福克斯新闻已经开始洗脑老一辈了。
Fox News has begun brainwashing the boomers.
突发新闻。
Breaking news.
在刚刚结束于德克萨斯州的年度保守派集会CPAC,情况似乎也没好多少。
Things didn't seem to be going much better over at CPAC, the annual conservative get together that just wrapped in Texas.
我们来听一下。
Let's take a listen.
对伊朗发动地面入侵会让我们的国家更贫穷、更不安全。
A ground invasion of Iran will make our country poorer and less safe.
这将导致油价和食品价格上涨,而且我不确定我们最终杀死的恐怖分子会不会比制造的还少。
It will mean higher gas prices, higher food prices, and I'm not sure we would end up killing more terrorists than we would create.
关于伊朗,你怎么看?
When it comes to Iran, how do you feel about that?
我不高兴。
I'm not happy.
我一点都不高兴。
I'm not happy at all.
我的意思是,特朗普总统竞选时承诺不发动新的战争。
I mean, president Trump ran on no new wars.
我在想,我们是不是对以色列就一味迁就,你知道的?
I do question some of the things when it comes to, are we just gonna bend over everything for Israel, you know?
这可不是我投票支持的那回事。
This isn't, you know, what I voted for.
我投票支持的是国内政策的变革,以及务实的外交政策。
What I voted for was domestic policy change at home and, you know, realistic foreign policy.
我觉得很多保守派,尤其是年轻保守派,现在对特朗普感到失望,我也算其中一个。
I think a lot of people, conservatives, young conservatives right now kind of disillusioned with Trump, and I would consider myself one of those.
那他现在能做些什么来赢回你的支持呢?
So what can he do to win you back at this point?
没什么能做的。
Not much.
真是一群自由派的懦夫。
What a bunch of lib cucks.
那是DSA会议吗,还是说那是
Was that a was that a DSA meeting or was that
有
There was
某个人
a somebody
马特·盖茨。
Matt Gaetz.
那里有
Mag there was
《纽约时报》的一篇文章中提到,有人表示MAGA运动正在衰落,那是一位年轻人,说他们现在觉得与左派比与共和党年长成员更有共同点
a somebody in the Times story said that MAGA is dying and that so it was like a young person that said they felt like they had more common at this point with the left than they did with older members of
共和党人,是的。
the Republican Yeah.
她确实是,是的。
She's a yeah.
她就像一位27岁的佛罗里达策略师。
She was like a like a 27 year old Florida strategist.
是的。
Yeah.
MAGA正在消亡。
MAGA's dying.
什么,一个,什么
What a what a What
一段引述。
a quote.
《Politico》刊登了一篇报道,里面满是类似这样的引述,来自参加过活动的年轻人。我们上周在几个YouTube频道上播放过这段内容,但你可能已经看过,当提到马特·施拉普的弹劾条款时,人群出乎意料地欢呼起来。
Politico's up with a story full of more quotes like that from young men who attended, and and we we played this last week on a couple of our YouTubes, but you've probably seen the the crowd unexpectedly cheered the the mention of articles of impeachment from Matt Schlapp.
你怎么看待MAGA对战争的支持率在民调中显示的情况,与我们从非常突出的MAGA人物以及CPAC与会者那里听到和看到的情况之间明显的矛盾?
What do you make of the seeming discrepancy between what the polls are showing in terms of MAGA support for the war and what we are seeing and hearing from both very prominent MAGA types and some of the attendees at CPAC.
如果你按年龄划分特朗普支持者——Politico也做过类似分析——35岁以下的人中,超过三分之二认为特朗普有计划,而35岁以上的人中,这一比例不到一半。
So if you break up Trump supporters by age, and this what Politico did as well, that more than two thirds of those 35 think Trump has a plan when it's less than half of those 35.
三分之二的年长MAGA男性愿意在伊朗牺牲美国人的生命,而年轻MAGA男性中这一比例不到一半。
Two thirds of older MAGA men were willing to sacrifice American lives in Iran compared with less than half of younger MAGA men.
如果你通过电视或Facebook获取新闻——也就是旧媒体时代的方式,那么这种旧媒体模式与玛乔丽·泰勒·格林对福克斯新闻的描述非常相似。
If you get your news on television or through Facebook, kind of in the old economy, and the old economy looks a lot like what Marjorie Taylor Greene is saying about Fox.
但如果你年轻,你就不会像以前那样看有线电视了,年轻人早就不再关注MAGA了。
But if you're younger, you're you're not watching cable the same way young peep forget MAGA.
根本没有年轻人看有线电视。
No young people are watching cable.
那你从哪里获取新闻?
So where are getting your news?
你是在消费数字右翼新闻,这些新闻普遍更少干预主义,也更异端。
You're consuming it from digital right wing news, which is much less interventionist, much more heterodox generally.
因此,由于MAGA是一个以年长者为主的联盟,年轻支持者中的巨大转变可能在民调中不会体现为显著影响,但它确实代表了他们的走向。
And so because it's an older coalition, a huge shift amongst younger supporters might not show as big of an impact in the polls, but it does represent where they're headed.
我认为你在CPAC这里看到的现象很有趣,我认为Turning Point USA也大致如此:整个旧右翼媒体体系——包括福克斯新闻、广播等——其存在就是为了对抗主流媒体,而主流媒体就是他们的敌人。
And I think the thing that's interesting about what you're seeing here at CPAC, and I think the same can probably be said about Turning Point USA, is the whole old right wing media machine that that Fox News came out of, radio came out of, it existed to create a space that was in defiance of the mainstream media, and that was the enemy.
敌人是主流媒体,你们是在反抗那种共识。
The enemy was the mainstream media, and you were defying that, that consensus.
但无论是塔克·卡尔森、每日电讯还是其他这些,或者罗根那种独立的宇宙,态度都如此。
But the the attitude on whether it's Tucker Carlson or Daily Wire or any of these other or or the or the Rogan kind of, you know, independent universe.
这不再仅仅是反抗某个机构或与主流媒体划清界限,而是更在于能够自在地保持异见,并愿意承认自己阵营的错误。
It's less about defying any one institution or defining yourself against the mainstream media than it more is about just being comfortable with being heterodox and being willing to say when even your own side is wrong.
我觉得,这与你在每日电讯等地方所看到的福克斯风格截然不同。
I think that's a genuinely different vibe from Fox as you would find in, say, like, the Daily Wire.
这些年轻人就属于这样一个世界,他们愿意说:嘿。
And these young people are of that world, which is willing to be like, hey.
我们没投这个。
We didn't vote for this.
去他的吧。
Like, fuck this.
这根本不是关于阵营的问题。
We're not this is not about teams.
是的
Yeah.
它也非常反体制。
It's also very anti institutionalist.
是的
Yeah.
福克斯显然从未真正如此,也许刚成立时是,但如今它本身就是体制。
And Fox has obviously never really been that maybe when they first started, but, like, they are the institution.
对吧?
Right?
我还想说,在分析民调时最常见的错误之一是,民调总是、总是、总是滞后的指标。
I also like, one of the most common mistakes made in analyzing polls is that they are always, always, always a lagging indicator.
民调反映的是两到三周甚至四周前的公众意见。
And that a poll is telling you about what public opinion was two or three, four weeks earlier.
我的意思是,不仅因为民调的调查方式如此,也因为公众意见本身需要时间渗透到那些不太关注新闻、但仍然会回答民调的人身上。
I mean, just in the way that the poll was actually fielded, but also in just the the way public opinion sort of filters down to folks who aren't paying as close attention to the news, but maybe still answer a poll.
所以,即使是今天,你知道,在内特·西尔弗的特朗普支持率平均数据中,他的支持率首次低于40%,为39.7%
So, like, even today, you know, in Nate Silver's polling average of Trump's approval, he has Trump sub 40, like 39.7 for the first time.
这是他的平均支持率,39.7%
That's his average approval rating, 39.7.
他说他的净支持率为-17.4%
He said his net approval is negative 17.4.
这是支持率和反对率的差值
That's the approval and the disapproval.
作为对比,特朗普在1月6日之后的净支持率是-19.1%
Just by comparison, Trump was negative 19.1 after January 6.
所以他现在是-17.4%
So he's 17.4 now.
拜登在辩论后跌至-20.5%的最低点
Biden bottomed out at negative 20.5 after the debate.
所以特朗普现在正处于他本人以及其它总统曾经历过的最糟糕境地
So Trump is, like, just in the worst territory that he's ever been and that other presidents have been.
关于基本盘的问题,内特·西尔弗也提到过,强烈支持特朗普的人比例已降至22.4%,这是有史以来的最低水平。
And to the point about the base, and and Nate goes into this as well, Trump's strong approval, people who approve strongly of Trump, is down to 22.4%, which is its lowest ever.
强烈支持者的比例下降幅度超过了整体支持率,这意味着你可能在‘你喜欢特朗普还是不喜欢特朗普’这种表面问题上看不到变化,但真正喜欢他、对他充满热情的核心支持者,现在已降至22%。
And the strong approval number has declined by more than his overall support, which means that like, maybe you're not seeing it in like, do you like Trump or not like Trump, but the people who really like Trump, the base, the people who are excited about him, are down to 22%.
是的。
Yeah.
这就是为什么你看到很多报道说,CPAC会议的会场比以往更冷清,现场没有以往那种热情氛围。
It's why it's why you see a lot of reports about CPAC being a bit more space than usual in the ballrooms, that there's not the enthusiasm there was.
是的。
Yeah.
今天还有一项民调——我觉得是哈佛大学的民调——显示,更多美国人认为拜登的经济表现优于特朗普的经济表现。
And the the there was a poll think it was the Harvard poll that came out today that showed more Americans prefer the Biden economy than the than the Trump economy.
现在有很多人正在重新评估拜登与特朗普之间的对比。
There's a lot of lot of people reevaluating the comparison of Biden to Trump right now.
是的。
Yeah.
我的意思是,我认为这是因为拜登经济初期通胀非常严重时,人们觉得这是继承了新冠疫情的影响,但随着时间推移,人们对拜登迟迟未能解决通胀问题越来越没耐心。
I mean and I think that's because at least at the beginning of the the Biden economy when inflation was really bad, There's like, well, there was COVID, inherited COVID, and then, like, over time, you know, people had less patience for Biden not having fixed inflation.
但同样,对于特朗普来说,区别在于他亲自推动了这些措施。
But, again, with Trump, the difference is he did this.
像这样严重的经济危机其实非常罕见,尤其是当你不能简单地归咎于总统任内遭遇了经济衰退,然后怪他这样或那样。
Like, it's it's it's been so rare that there's been a crisis like this, like an economic crisis, especially where you're like, not, oh, the president presided over a recession and maybe you can blame them for this or that.
但不是这样的。
But like, no.
根本不是。
No.
是他亲自实施了关税,是他发动了战争。
This is he did the tariffs, he did the war.
他就是直接这么做了。
He just did them.
这并不
This doesn't
没人逼他这么做。
No one made him do it.
他就是自己做了。
He just did it.
特朗普那种反复无常的注意力集中,让他的支持率跌至40以下,运气好的话,之后又回升到四十几%,然后一直徘徊不前。
The the, like, the Trump kind of yo yo of attention on him leads his approval rating to fall sub 40 if you're lucky, and it bounces back to mid forties thereafter and kind of hovers.
我确实觉得我们已经进入拜登任期的后半段了。
I I do feel like we're into the more end of the Biden term.
他不该参选,我们对通胀仍然不满,就像卡特里娜飓风后的布什,他找到了一个支持率的底线,再也无法摆脱,人们也无法对特朗普形成明确的判断。
He shouldn't be running, and we're still mad about inflation, or post Katrina Bush where he's kind of found a floor and there's no way off of it, that people can come to a conclusion about Trump.
我认为我们现在就处在这个阶段。
I think that's where we're at.
是的。
Yeah.
与此同时,那些在中期选举中参选的共和党人,似乎正在做一项实验,看看在大选年里,他们能让这场战争多么不受选民欢迎。
Meanwhile, the, the yahoos who who are running, in the midterms, the Republicans, they seem to be running some kind of experiment on just how unpopular they can make this war with voters in an election year.
我给你看了周一早上 Axios 的一则头条新闻,这肯定会出现在你的消息框里。
I gave you the following Axios headline from Monday morning that's undoubtedly coming to a message box near you.
引述:共和党考虑削减医疗保健支出以资助对伊朗的战争。
Quote, GOP weighs health care cuts to pay for Iran war.
太惊人了。
Amazing.
Axios 只是把那个消息框形状的聚光灯打在了云上。
Just Axios puts up the the message box shaped spotlight on the cloud.
丹在春假。
Dan on spring break.
是的。
Yeah.
丹在春假。
Dan's on spring break.
他在,是的。
He's yeah.
他和家人在一起。
He's with his family.
他可能只是说,什么?
He probably just like, what?
什么?
What?
你听到了吗?
Did you hear that?
他一按钢琴上的三个键,一扇小门就开了,他把杆子放下去,进入消息箱洞穴。
He, like, presses 3 keys on a piano, a little door opens up, he takes the pole down to the message box cave.
显然,国会中的共和党人正在考虑制定一项新的大型预算法案,用削减医疗保险、医疗补助和奥巴马医改的部分资金来资助对伊朗的战争以及国土安全部的开支。
Apparently, Republicans in Congress are thinking about putting together a big new budget bill that would fund both the war on Iran and ICE paid for in part by cutting Medicare, Medicaid, and Obamacare.
只是一个想法。
Just one idea.
我们只是在提出这个想法,但这真是个好主意。
We're just floating the idea, but boy, it a good one.
关于我的问题,我直接念一下Axios的‘为何重要’要点。
For my question here, I'll just read you Axios' Why It Matters bullet.
嗯哼。
Mhmm.
试图控制医疗项目的最新举措必然引发争议,并让共和党面临选举年被指责为用削减医疗保障来为一场不受欢迎的战争买单的攻击。
New efforts to rein in health programs are sure to be controversial and open the GOP up to election year attacks that they're cutting health care to pay for an unpopular war.
别逗了。
No shit.
你觉得呢?
You think?
史蒂夫·斯卡利斯被问到此事时,他说他们在寻找浪费、欺诈和滥用行为。
There's a Steve Scalise was asked about this, and he said that they're looking for waste fraud and abuse act.
他们总是这么说。
They always are.
这真让人气愤。
It's so galling.
这太令人愤慨了,因为就在一年前,他们通过了一项宏伟的法案,以削减浪费、欺诈和滥用为由,从医疗保健中砍掉了整整一万亿美元。
It's so galling because it was a year ago when they passed the big beautiful bill and cut a trillion dollars from health care claiming it was waste fraud and abuse.
所以我们是要相信你的话吗,史蒂夫?
So are we meant to believe, Steve?
他们并没有全部砍掉。
They didn't get it all.
还得再回去砍一轮。
Gotta go back in.
你是不是留了一些没动?
Did you leave some behind?
就像伊朗的核尘埃一样。
Like the nuclear dust in Iran.
是的。
Yeah.
就像是留下一小包所谓的浪费、欺诈和滥用的剩饭,等以后再回来处理。
Like, just some some like, a to go bag of waste for fraud and abuse that you were gonna come back to later.
我想不出还有什么比这更不受欢迎的方式,能让他们找到两千亿美元去资助对伊朗的战争,但他们正越来越接近了。
I can't think of a of a less popular way for them to try to find $200,000,000,000 to spend on the war in Iran, but but they're getting close.
这将是一项预算调和法案,因为他们知道在参议院根本不可能获得60票。
Now, this would be a budget reconciliation bill because they know there's no way they could get 60 votes in the Senate.
参议院只需要51票就够了,而共和党在技术上确实拥有这个票数。
It would only need 51 votes in the Senate, which Republicans do technically have.
你觉得他们有多大可能凑够51票?
What do you think the chances are they can get to 51?
我应该说一下,我想我之前提过,我假设众议院会通过这项法案,但我甚至都不确定自己是否真的这么假设。
And and I I should say, I guess, I assume I said that assuming that the House will pass it, but I don't even know if I assume that the House will pass it.
我不认为众议院会通过这项法案。
I don't I don't assume the House will pass it.
他们在众议院根本没有那么多回旋余地,而且这种空间正变得越来越少。
They don't have that they don't have the the that much wiggle room in the House less and less all the time.
博伯特已经明确反对任何形式的追加拨款。
Beaubert has come out pretty forcefully against any kind of a supplemental.
我认为,当资金来源是医疗保健时,情况并不会好转。
I don't think it gets better when the pay fors are health care.
但话说回来,一些共和党人,甚至那些还没发言的,唯一愿意划出底线的地方就是:他们不会投票支持任何增加赤字的法案。
But then again, some of these Republicans, even ones that haven't spoken yet, have one of the only places they've been willing to draw a line is they will not vote for bills that that raise the deficit.
所以看起来他们必须找到某种资金来源。
So it seems like they will need to find some kind a pay for.
所以我不确定这个法案如何能在众议院通过。
So I I don't know how this thing gets through the House.
就参议院而言,你得假设柯林斯会投反对票。
In terms of the Senate, you gotta assume Collins is a no.
你得假设。
You gotta assume
我的意思是,你能想象吗?
I mean has to Could you imagine?
她不可能会支持,我的意思是,你看看。
It's inconceivable that she'd be I mean, look.
她?谁知道呢?
She's who knows?
但你假设她会投反对票。
But you assume she's a no.
你假设兰德·保罗也会投反对票。
You assume Rand Paul is a no.
所以他们最多只能再失去一票。
So they can only lose one more.
穆尔科斯基已经表达了怀疑。
Murkowski has expressed skepticism.
她会投反对票。
She's a no.
她不可能会这么做。
There's no way she'll do that.
那这样一来,就彻底没戏了。
So then you then that's it.
所以如果她投反对票,那为什么丹·苏利文会投赞成票呢?
So then I bet, if she's a no, would Dan why would Dan Sullivan be a yes?
因为他正在和玛丽·帕尔托拉竞争。
Because he's running against Mary Paltola.
她最新的民调数据领先。
Who just has a new poll ahead.
对。
Right.
所以如果你可能失去苏利文,那你就是对的。
So it's like then you you you maybe lose Sullivan, you get you're right.
蒂利斯是
Tillis is By
顺便说一句,如果科尼恩能挺过初选,我们不知道这次投票什么时候进行,但你知道,在投票之前,无论怎么看待科尼恩的政治立场,他都已陷入困境。但如果你在参议院,你的意思是,除非众议院通过了,否则我们不会碰这个议题,因为我觉得要让这种法案通过真的很难。
the way, if Cornyn gets through this primary, we don't know when this vote will be, but, you you know, before the before the vote Cornyn's politics are fucked anyway you slice it, But I would assume if you're in the Senate, what you're saying is we're not gonna touch this unless the House passed it, because I do think it's really hard to figure out how you get this kind of a thing through.
现在,也许他们还会在另一边争取到乔恩·费特曼,是的。
Now, maybe they pick up Jon Fetterman also on the on the side, which Yeah.
但接着
But then
投票给乔恩·费特曼,那就会是。
vote for Jon Fetterman that would be.
我们将全额资助移民与海关执法局。
We're gonna fully fund ICE.
我们将全额资助这场战争。
We're gonna we're gonna fully fund this war.
我们将削减你的医疗保障。
We're gonna cut your health.
现在我猜,最终,如果你要问他们,是宁愿接受医疗削减,还是支持一项为战争筹资而增加赤字的法案,我认为他们会选——我认为这个议会中的大多数共和党人会选择
Now I I bet at the end, the health care cuts if you if you had to ask them whether they'd rather stomach health care cuts or a bill that raises the deficit in order to fund the war, I think they would go for I think I think this most Republicans in this caucus would go for the
赤字。
deficit.
预算协调程序不是有规则吗?你会以某种虚假的方式定义如何为它筹资
Doesn't reconciliation like, there are rules of reconciliation that you're gonna define some fake way to pay
为了它。
for it.
虚假的会计把戏。
Fake accounting bullshit.
是的。
Yeah.
但你看。
But look.
但接着我们又在谈议事程序了,参议院里真有共和党人支持这个吗?
Then but then at them then we're talking about parliamentarians again, and you do you have Republicans in the Senate who are committed to this?
不知道。
Don't know.
这件事的政治操作,我知道。
It gets The politics of this are I know.
就这样完成了。
Gets done.
狗屎。
Dog shit.
撇开费特曼不说,我必须假设你们连一张民主党票都没有。
And and Fetterman Fetterman aside, I gotta assume you have not a single Democratic vote
为我们。
for us.
是的。
Yeah.
我认为你们有。
I think you do.
我希望众议院也是这样,但你也不确定。
I I hope that's the same in the House, but you don't know.
只是他们的政治操作把这件事搞得更糟了。
It's just that they they couldn't make the politics of this worse.
没错。
No.
他们做不到。
They couldn't.
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我刚刚和我的一个朋友聊了聊。
I was just talking to a friend of mine.
嗯哼。
Mhmm.
他是我认识的第三个这样的人。
He's the third I know.
在一个刚刚经历动荡的国家里,显然他非常担忧。
In line in a just in a country, and, obviously, he's really concerned.
是的。
Yeah.
他非常关心自己能否拥有最好的人寿保险政策。
He's just really concerned about making sure he has the best life insurance policy.
我对他说:去试试 Policygenius 吧。
And I said, check out Policygenius.
是的。
Yeah.
别管工作保障了。
Forget about the job security.
是的。
Yeah.
更重要的是生活保障。
It's more about the more about the life security.
是的。
Yeah.
这只是一个刚跟我说的人,他说:嘿。
This was just somebody who said, like, hey.
我想确保,你知道,因为我当时排第七,然后我。
I wanna make sure, you know, because I was seventh in line, and then Some I was
第五。
fifth.
出现了一些进展。
There were some developments.
我当时就想,天哪。
And I was like, oh, man.
听起来那个国家现在情况挺混乱的。
It sounds like things are pretty crazy in that country right now.
他说道,是的。
He's like, yeah.
这个国家现在也挺混乱的。
It's pretty crazy in this country right now.
PolisGenius。
PolisGenius.
那是德国。
It's Germany.
我在说‘是的’。
And I'm talking yes.
我们是德国的列支敦士登。
We're German Liechtenstein.
用一份随您人生成长的保单守护您的家人。
Project your family with a policy that grows with your life.
通过Policygenius,您可以查看是否能找到每年276美元起、保障额度为100万美元的20年期人寿保险。
With Policygenius, you can see if you can find twenty year life insurance policies starting at $276 a year for $1,000,000 in coverage.
前往 policygenius.com/crooked 比较顶级保险公司的寿险报价,看看您能节省多少。
Head to policygenius.com/crooked to compare life insurance quotes from top companies and see how much you could save.
那就是 policygenius.com/crooked。
That's policygenius.com/crooked.
说到ICE和国土安全部,尽管参议院在周五一致通过了一项法案,为国土安全部(包括TSA)提供资金,但唯独不包括ICE和边境巡逻队,该机构在停摆近50天后仍处于关闭状态。
Speaking of ICE and DHS, the agency is still closed nearly fifty days into the shutdown despite the fact the Senate unanimously passed a bill on Friday that would fund all of DHS including TSA except for ICE and Border Patrol.
但随后,众议院共和党人却将胜利的果实拱手相让,拒绝了参议院一致通过的两党协议,转而通过了一项法案,为整个国土安全部再提供60天的资金,然后便休会两周。
But then, House Republicans decided to snatch defeat from the jaws of victory by rejecting the Senate's unanimous bipartisan deal, passing a bill instead that would fund all of DHS for another sixty days, and then leaving town for a two week recess.
特朗普在签署了一项可能违法的行政命令以支付TSA员工工资后,立即站到了众议院一边——我想这现在正在发生,但这引发了疑问:为什么他几周前不这么做呢?
Trump then sided with the House right after signing a likely illegal executive order to pay TSA workers, which I guess is now happening, but raises the question of why didn't he do that weeks ago.
特朗普仍然没有放弃在国会通过《拯救法案》的努力,他在空军一号上被问及了这一切。
Trump also still hasn't given up on course in congress to pass the Save Act and was asked about all of this on Air Force One.
移民与海关执法局对我们的
ICE is vital to the well-being of our
国家至关重要,他们能够保护我们免受这些野兽的侵害。
country, and they are able to protect us from the animals.
我认为
I think
参议院表现得太过软弱了。
the Senate is playing playing it too soft.
我们面对的是非常病态的人。
We're dealing with very sick individuals.
民主党人病态了。
The Democrats are sick.
这有问题。
There's something wrong.
他们就像恐怖分子。
They're like terrorists.
领导人后来告诉我,他们没有足够的票数来终止这项法案。
Leader then told me that they do not have the votes to terminate the bill.
但是
But
这就是身为领导人的部分职责。
that's part of being a leader.
你必须争取到选票。
You have to get the votes.
你对
You have confidence in
我非常喜欢他。
I I I like him so much.
他是个非常优秀的人。
He's a he's a high quality person.
但这就是领导者的本质,你必须争取到选票。
But that's what being a leader is you have to get the votes.
你必须争取到选票。
You have to get the votes.
他听起来像个网络左派评论员。
He sounds like an an online online lefty pundit.
你得展现出领导力。
You gotta get you just got it's leadership.
你也可以是右翼评论员。
You or righty or or right wing pundit too.
你去争取选票吧。
You're You go get the votes.
去争取选票吧。
Go get the votes.
你什么意思?这就是领导者的本质?
What do you mean that's what being a leader's about?
你赢得选票。
You get the votes.
是的。
Yeah.
有一点需要指出的是,如果迈克·约翰逊把参议院一致通过的法案提交到众议院表决,它将获得大量共和党和民主党议员的支持。
The the like, the one thing just to note, that if Mike Johnson had brought the Senate bill that had passed unanimously to the floor of the House, it would have passed with a huge majority of Republicans and Democrats.
压倒性多数。
Huge majority.
它本可以顺利通过。
It would have gotten through fine.
所以他是在搞自己的政治。
So he's doing his own politics.
他是在保护自己,防范党内少数成员。
He's protecting himself against a few members of his caucus.
他担心特朗普。
He's worrying about Trump.
这就是正在这里发生的事情。
That's that's what's happening here.
所以现在,众议院共和党人以及参议院的迈克·李等人试图声称,参议院共和党人对他们的妥协感到后悔。
So now the House Republicans and and, like, Mike Lee and others in the Senate are trying to say that the Senate Republicans have, quote, buyer's remorse over their compromise.
史蒂夫·斯卡利塞就是对ABC这么说的。
That's what Steve Scalise told ABC.
而且,迈克·李说参议院应该立即重新召开会议。
And, you know, Mike Lee said the Senate should reconvene immediately.
他们怎么会搞砸成这样?
How did they fuck this up so badly?
你觉得这种说法站得住脚吗?
And, like, do you think that flies?
哦,原来我们真的后悔了。
The oh, so oh, we actually had buyer's remorse.
我们当时不知道。
We didn't know.
我们根本不知道,我们是在和民主党达成协议以重新开放政府。
We didn't know that we were cutting a deal with the Democrats to reopen the government.
他们怎么描述这事儿根本不重要。
It doesn't matter what say, how they describe it.
他们让国土安全部停摆,自己去度假了。
They left DHS shut down and went on vacation.
特朗普在支付运输安全局员工的工资,因为这成了最糟糕的新闻头条,但我看不出有什么理由说运输安全局员工该拿工资,而其他五万到十万同样在为海岸警卫队从事各种关键工作、却领不到薪水的人就不该拿——这些人的工作日常并不为旅行中的美国人所见。
Trump is paying TSA agents because that's what's been getting the worst headlines, but I don't see what the argument would be for why TSA agents should be paid, but not the other 50,000 or 100,000 people that are going without a salary who also work for the coast guard and do other but all kinds of vital work that are also working without p that but that Americans don't see day to day when they're traveling.
特朗普签署的行政令对运输安全局员工的薪资支付是追溯生效的。
It's also retroactive, the EO that Trump signed for TSA.
所以他现在补发了他们错过的两笔工资,但没人知道随着停摆持续,接下来会发生什么。
So he's now paid them for the two paychecks they missed, but no one knows what happens as we continue to go on and the shutdown drags on.
除非政府重新开放,否则未来根本没有资金来源来支付他们的工资。
Like, there's no pool of money to pay them in the future unless the government opens up.
所以我们又会回到原点。
So we're sort of gonna be right back where we were.
所以,像今天机场的排队情况好了一些,但几周后会发生什么?
So, like, the lines in the airports are better today, but, like, what happens a couple weeks from now?
是的。
Yeah.
让我们假设冗长辩论仍然有效,我们没有理由认为它会失效,尽管我能看到共和党人意识到他们摆脱当前困境的唯一途径是争取民主党人的支持,因此他们需要开始威胁要废除冗长辩论,以促使一些民主党人更愿意接受某种妥协方案。
So let's assume that the filibuster continues to hold, and we don't have a reason to think it won't, though I could see the Republicans realizing their only way out of this is with Democratic votes, and so they need to start threatening to remove the filibuster to get some Democrats to be more amenable to some kind of compromise.
这只是可能发展的一种路径。
That's just one path that this could go.
是的。
Yeah.
假设冗长辩论仍然有效。
Assume the filibuster is holding.
民主党人的立场非常简单。
Democrats have a pretty simple position.
我们周五曾与康涅狄格州参议员克里斯·墨菲讨论过这个问题。
We talked about this with Murphy Chris Murphy on Friday, senator from Connecticut.
我们不会为移民与海关执法局提供资金,除非进行改革,而我们已经提出了这些改革方案。
We won't pay for ICE unless there are reforms, and we've laid out those reforms.
最初,这次停摆是为了就改革的力度进行谈判。
Now, originally, when this shutdown began, it was so that there would be a negotiation over what the level of reform would be.
而所需的改革是不可能实现的。
And the reforms necessary are impossible.
如果没有改革就提供资金是不可接受的,因此最终会达成某种妥协。
Funding without the reforms would be unacceptable, so you'd end up with some kind of compromise.
左翼有一些人,还有一些并非左翼意识形态的网络斗士,认为任何形式的妥协都是不可接受的。
There are people on the left that say the the agency and and some other online warriors that are not ideologically from the left that, like, any kind of compromise is unacceptable.
与此同时,由于移民与海关执法局的资金来自那项庞大而全面的法案,改变它的唯一途径实际上就是通过资金拨款。
Meanwhile, because ICE is funded through the big beautiful bill, the only way of changing ICE is actually through funding it.
这不过是现实而已。
That's just the reality.
所以,这就是最初谈判的框架和背景。
So that's what the original contours and negotiation were.
但现在,我们实际上是在试图获取别的东西,即迫使ICE依靠那笔巨额法案中未经我们投票批准的资金生存。
But now, actually, we're we're actually trying to extract something else, which is to force ICE to live off the money that it spent on the big beautiful bill without our votes.
对吧?
Right?
但共和党人似乎无法在没有我们的情况下通过任何法案。
But Republicans don't seem to be able to pass something without us.
所以我不知道接下来会发生什么。
So I don't know what happens from here.
但再说一遍,我觉得这
But again, I this is
这就是我
what I
不理解的地方。
don't understand.
如果他们再通过一项调和法案,根据参议院一致通过的协议,他们有能力在没有民主党支持的情况下为ICE拨款。
They have the if they do another reconciliation bill, they have the ability per the deal that was passed unanimously in the Senate to fund ICE without the Democrats.
因为他们只需要参议院的50票,51票,以及众议院的多数票。
Because they just need 50 votes in the Senate, 51 votes in the Senate, and they need a majority in the House.
所以干脆像参议院中共和党和民主党都投票同意的那样,把国土安全部的其余部分全部开放,然后民主党可以说:我们并没有投票资助ICE或给ICE更多资金。
So just fucking open the rest of DHS like everyone else voted to do in the Senate, Republicans and Democrats, and then the Democrats can say, like, we didn't vote to fund ICE or to give ICE more money.
但如果共和党真的如此重视ICE,他们可以通过预算和解程序来资助ICE。
But if the Republicans really feel so strongly about ICE, they can fund ICE through reconciliation.
是的。
Yeah.
我认为这最终归结为他们如何为2000亿美元的追加拨款以及ICE的额外资金买单。
I I do think this starts to boil down to how they pay for the $200,000,000,000 supplemental plus additional money for ICE.
对。
Yeah.
然后我们就回到了上一次讨论的问题:为什么通过新的预算法案如此困难。
And then we get back to our last conversation about why passing a a new budget bill is just so hard.
是的。
Yeah.
我只想说,这一切中的一个问题是,如果他们真的无法在没有民主党支持的情况下达成协议,而众议院拒绝接受民主党愿意接受的任何方案,参议院又不废除冗长辩论,那么在加大和解程序的政治压力下,他们怎么可能在不资助国土安全部的情况下为伊朗提供额外拨款?
I will just say, like, one one one hiccup in all of this is if they really can't get to some kind of a deal without Democrats, the if House won't accept anything Democrats will accept, and the Senate won't get rid of the filibuster, added political pressure on reconciliation, if they how can they possibly do a supplemental for Iran without funding DHS?
你告诉我,我们不资助海岸警卫队,却要为一场没人投票支持的战争购买炸弹?
You're telling me we're not gonna fund the Coast Guard, but we're gonna buy bombs for a war nobody voted for?
他们认为这将会发生,这可能也是压力的一部分。
They think it's gonna and that's probably part of the pressure too.
就好像说,哦,你们要一直让所有东西停摆。
It's like where, oh, you're gonna keep you're gonna keep everything shut down.
也许他们可以把拨款法案聚焦在国土安全部上,而不是直接关联战争,但这看起来也他妈疯狂。
There maybe they can make the funding bill about DHS and not necessarily the war, which also seems fucking crazy.
我之前提到过,参议院和众议院都将进入两周的休会期。
I mentioned earlier that both the Senate and the House are in a two week recess.
TMZ现在变得非常政治化了。
TMZ has become very politicized now.
这个媒体机构迫切想要获取国会成员在TSA工作人员据TMZ报道‘卖血维生’时的花边新闻。
The outlet, they're hungry for the the juicy details of what members of Congress are doing while TSA staff are, quote, according to TMZ, selling their blood to keep a roof over their heads.
他们在迪士尼世界抓到了林赛·格雷厄姆,并发布了几张照片,标题为:‘林赛·格雷厄姆在政府停摆期间生活在幻想世界’。
They caught Lindsey Graham at Disney World, and posted some of these photos with the headline, Lindsey Graham living in Fantasyland as government shutdown drags on.
TMZ还发布了一篇关于民主党国会议员罗伯特·加西亚在拉斯维加斯的消息,但加西亚回应称,他父亲住在拉斯维加斯。
TMZ also posted a story about Democratic congressman Robert Garcia being Vegas, though Garcia responded by pointing out that his dad lives in Vegas.
他们还引用了议长迈克·约翰逊的话:‘本不该让我们所有人都回家’,明确指出众议院本可以简单通过参议院的妥协方案。
And they quote, Speaker Mike Johnson should have never sent us all home, making it clear that the House could have simply passed the Senate's compromise.
加西亚还说:‘把我们叫回来吧。’
Garcia also said, like, call us back.
我们会回来的。
We'll come back.
我们随时都可以通过法案,你知道的?
We'll we'll pass at any time, you know?
你觉得这次休会作为共和党在这一政治博弈中的额外压力点,你怎么看?
What do you think about the recess as an additional pain point for Republicans in the politics of all this?
你认为民主党仅仅像加西亚那样对休会发表声明就足够了吗?
And do you think it's enough for Democrats to just say what Garcia did about recess?
共和党人,因为唐纳德·特朗普、参议院共和党人和众议院共和党人之间的争斗。
Republicans, because of a fight between Donald Trump, Senate Republicans, and House Republicans.
争斗就在他们之间发生。
That's who the fight is between.
他们让国土安全部继续运作,对吧?这个部门本应保护我们免受各种威胁。
Kept the Department of Homeland Security, right, meant to to protect us from all kinds of threats.
而这些威胁在他们挑起的战争时期正在上升。
Which are, you know, rising in a time of war that they started.
他们自己内部一直无法就资助国土安全部达成一致。
They they have not been able to come to agreement amongst themselves to fund DHS.
但与民主党人已经达成协议。
There is an agreement with Democrats.
我们达成了协议。
We made one.
我们在参议院以100比0全票通过,没有任何反对,通过了一项两党共同资助国土安全部的法案。
We passed a 100 to zero in the Senate, not a single objection, a 100 to zero, passed a a bipartisan funding bill to cover DHS.
它允许移民与海关执法局继续运作,对吧?因为ICE从那项宏伟的法案中获得了数百亿美元的资金,这正是共和党人所希望的。
It to and and and allows ICE to continue to operate, right, according to what Republicans wanted because ICE has a sitting on tens of billions of dollars from the big beautiful bill.
但在最后时刻,共和党人却放弃了这一方案,直接离开了首都,就在事情还在进行时就走了。
And in the last moments, Republicans abandoned that and then left the city, Just left while that is ongoing.
所以,当然,我们当然应该利用这一点。
So I like, we of course, we should be exploiting it.
而且,是的,罗伯特·加西亚可以去拉斯维加斯逛逛,随便
And and, yeah, Robert Garcia can go visit Vegas, you know, put a
几个人想做什么就做什么,因为你知道,民主党人现在根本与此事无关。
couple can do whatever they want because it's like like, you know, you want Democrats have nothing to do with this at this point.
即使民主党人回到华盛顿,在国会里闲逛,他们也什么都做不了。
If Democrats went back to DC and were hanging out in Congress, they still can't do anything.
是的。
Yeah.
就像
Like,
他们控制不了国会。
They don't control Congress.
他们搞不定,也无法替共和党人解决他妈的问题。
They can't figure out they can't solve the fucking Republicans' problem for them.
我们现在在政治上做了太多太多事了。
We we do so much, like, so much of politics now.
这些都只是些象征性的斗争。
It's just like all these kinds of symbolic battles.
事实上,林赛·格雷厄姆在迪士尼乐园出现,这种行为本身就是一种象征,而且视觉上很糟糕。
And like, the truth is Lindsey Graham being at Disney World is like a symbol is an aesthetically bad thing.
对吧?
Right?
因为他本该在华盛顿工作。
Because he should be in DC working.
问题是国会现在没有在开会。
The problem is Congress isn't in session
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