This episode dives deep into the unexpected consequences of populism, touching on everything from workout routines and diabetes to the complexities of international trade and chip manufacturing. The hosts explore why focusing on genuine problems often gets lost in political grandstanding, the challenges of re-industrializing economies, and the ever-present threat of geopolitical conflict, particularly concerning China’s ambitions. They also share personal anecdotes about fitness, health goals, and the pursuit of a balanced life amidst global uncertainty.
—
Transcript
WEBVTT 1 00:00:02.500 –> 00:00:14.519 E: So the shoulder split is simple, you know? You gotta work all three dimensions of the shoulders. You get enough front shoulder activation when you do chest presses, so I’ve gotten really away from specialized shoulder programs. 2 00:00:15.110 –> 00:00:16.090 E: Mmm. 3 00:00:16.090 –> 00:00:16.670 Kay: Hmm. 4 00:00:17.080 –> 00:00:20.949 E: I mean, I don’t know, I feel like I could talk about my shoulder routine for hours. 5 00:00:20.950 –> 00:00:24.069 Kay: All… all day. Well, you know, that reminds me of a… of a… 6 00:00:24.280 –> 00:00:27.229 Kay: That’s quite… reminds me of a podcast. 7 00:00:27.360 –> 00:00:36.429 Kay: That I’ve listened to, and the problem with this podcast is it’s a business podcast, or an entrepreneurial podcast, and, you know, they too… 8 00:00:36.570 –> 00:00:42.109 Kay: wax and wane on for hours about their workout routine, which I could care less about. 9 00:00:43.540 –> 00:00:51.579 Kay: I want to hear about the business, and they spent an hour and a half talking about their stupid workout routines. In fact, it got to the point, actually, where one guy. 10 00:00:51.580 –> 00:00:52.030 E: Pardon. 11 00:00:52.030 –> 00:01:09.020 Kay: He’s got type 2 diabetes, which he talks about on the show. I don’t know the guy, but he’s telling me, and oh, he’s telling the show in one moment, he’s like, I just… I don’t know what to do, my blood sugar ranges anywhere from 2080 to 320, and I’m listening to this, I’m just like, what the fuck? 12 00:01:09.330 –> 00:01:22.250 Kay: You… you’re… and he’s worried about, like, his workout routine, and I just… I literally went on his Discord, because they have a Discord for their show, and I said, dude, you are running at 280? You got to stop worrying about your stupid… 13 00:01:22.250 –> 00:01:32.369 Kay: you know, whether a run is, you know, 5 miles or whatever, whatever he was talking about, I was like, you need to worry about your diet, dude. Like, you’re… you’re killing yourself. You’re gonna lose your… 14 00:01:32.610 –> 00:01:39.740 Kay: your organs, and if you don’t, like, stop this, because I’ve heard him as a diabetic for the past 10 years. So anyway… 15 00:01:40.400 –> 00:01:50.680 Kay: It’s got that… it got that bad, where… and then he actually mentioned me on the show, he’s like, oh, this guy, this, listener, you know, he told me I need to worry, you know, start thinking about this, and maybe I should, and I’m like, yeah. 16 00:01:50.680 –> 00:01:52.509 E: That’s great. 17 00:01:52.770 –> 00:01:53.790 Kay: Anyway. 18 00:01:53.790 –> 00:01:59.659 E: Although, you can’t organ-shame someone, because that is borderline ableism. 19 00:02:00.950 –> 00:02:07.560 Kay: Yeah, I’ll shame… shame the shit out of… You know, it’s… As a diabetic. 20 00:02:07.710 –> 00:02:10.499 Kay: By the way, listeners, I am a diabetic of many years. 21 00:02:10.500 –> 00:02:11.529 E: You’re diabetic? 22 00:02:11.530 –> 00:02:13.780 Kay: That’s right. 23 00:02:13.780 –> 00:02:15.809 E: Am I making that up for the podcast, or is that real? 24 00:02:15.810 –> 00:02:21.680 Kay: Yeah, I’m making this up for… for drama. As a diabetic of 30 years, 25 00:02:22.100 –> 00:02:29.109 Kay: I believe in shaming other diabetics for their poor quality and choices, and . 26 00:02:29.760 –> 00:02:30.840 E: Yeah, and I think you’d be nice. 27 00:02:30.840 –> 00:02:37.210 Kay: like God’s… God’s service. It’s my… my contribution to their lives. I hope… I hope they listen. 28 00:02:38.080 –> 00:02:41.580 Kay: Not to be mean, but just to save their organs, no big deal. 29 00:02:42.180 –> 00:02:51.229 E: No big deal. Now, actually, this is interesting, you know, this Make America Healthy Again thing. A lot of people, I think. 30 00:02:51.680 –> 00:02:56.870 E: liked originally. I know a lot of people who… who actually kind of like a lot of things that RFK Jr. was saying. 31 00:02:57.140 –> 00:02:59.199 E: Because there are, you know, once again. 32 00:02:59.570 –> 00:03:02.540 E: This is the problem of populism writ large. 33 00:03:02.700 –> 00:03:06.500 E: is that… There are valid… gripes. 34 00:03:06.940 –> 00:03:07.400 Kay: Exactly. 35 00:03:07.400 –> 00:03:23.480 E: I have a ton of gripes about how American medicine works, not just the insurance company, business end, but doctors. Their lack of humility, their lack of open-mindedness, and I understand why. Western medicine has racked up a lot of wins, and there’s a lot of things to celebrate. 36 00:03:23.840 –> 00:03:37.720 E: And I… I think all medical interventions are risky, and when… I don’t know, people out there, they think homeopathy has no risk, and it’s like, okay, well, see Steve Jobs for the amount of risk you’re running on the homeopathic front. 37 00:03:38.050 –> 00:03:39.469 E: But to me. 38 00:03:39.700 –> 00:03:46.209 E: there’s a valid complaint, right? We can make our medical system better. Not just the business and insurance side. 39 00:03:46.350 –> 00:03:50.269 E: Not the payment side, but also the actual care you received. 40 00:03:50.910 –> 00:03:55.080 E: Bill Maher talks about this on his show, you know, he’s like, I go to the doctor. 41 00:03:55.590 –> 00:04:00.969 E: Very few times when I’ve been sick or have a problem, very few times does he ask me. 42 00:04:01.220 –> 00:04:03.019 E: what’s your diet like? What do you eat? 43 00:04:04.140 –> 00:04:19.969 E: And that should be the first thing. Should be the first and last thing, because, you know… but I don’t know why. There’s, like, a cultural aversion in our country to not wanting to talk about that. The medical field is very happy to let us go, you know, right? I… the closest I’ve ever gotten, I’ve always been kind of overweight. 44 00:04:20.120 –> 00:04:23.229 E: The closest I’ve ever gotten is that I go in there with the flu. 45 00:04:23.400 –> 00:04:29.039 E: And then my doctor would say, you know what? This would be easier to treat if you were 15 pounds lighter. 46 00:04:29.350 –> 00:04:31.370 E: And I did not like to hear it. 47 00:04:31.370 –> 00:04:32.330 Kay: Oh, interesting. 48 00:04:32.330 –> 00:04:43.599 E: But their job isn’t for you to get them to like you, their job is to make you healthier. And so that’s why this… the very legitimate gripe about the medical industry, the pharmaceutical industry, I mean, my god, right? 49 00:04:44.020 –> 00:04:52.320 E: But then the solutions they reach for are the silliest, counterproductive, extreme thing there is. 50 00:04:52.430 –> 00:04:58.899 E: It’s like, politicians who get power have no idea how to moderate anymore, and I mean that 51 00:04:59.020 –> 00:05:10.499 E: for the Biden administration, there were so many parts of the immigration, policy, if you want to even call it that. They barely had one, by the way. And I was… I was working… 52 00:05:10.710 –> 00:05:14.660 E: Directly on this topic, talking to people who were involved in this. 53 00:05:14.980 –> 00:05:15.530 Kay: Hmm. 54 00:05:15.530 –> 00:05:25.030 E: There was barely… there’s barely a policy there. People on the ground in Latin America who were shocked by pronouncements, like the temporary protected status for Venezuelans, overnight. It was not even consulted. 55 00:05:25.660 –> 00:05:27.229 E: at their embassies. 56 00:05:27.750 –> 00:05:36.859 E: It’s just, you know, you can’t have a moderated stance anymore, I don’t know why. People don’t want to govern, they just want to campaign forever, and… 57 00:05:37.000 –> 00:05:42.100 E: health is one of those things where… what a great opportunity to change things around. You have an outsider. 58 00:05:42.390 –> 00:05:45.920 E: leading on the medical front, you have an outsider being president. 59 00:05:46.320 –> 00:05:51.779 E: There’s so many things you could change, and health is one of these things where, like. 60 00:05:52.220 –> 00:05:55.510 E: Why aren’t… why aren’t they doing more? I know the answer to that. 61 00:05:55.510 –> 00:05:55.980 Kay: Well… 62 00:05:56.270 –> 00:06:00.270 E: You’re not actually interested in changing the status quo. The status quo is a lot of money and power. 63 00:06:00.270 –> 00:06:09.389 Kay: Very true. I was thinking about that comment that you’ve said a few times now, which is the dangers of populism, and it did hit me, I don’t know, I was at a grocery store thinking about this the other day, that 64 00:06:10.410 –> 00:06:16.180 Kay: that, indeed, The thing about populism is that 65 00:06:16.400 –> 00:06:19.629 Kay: Darn, they make a lot of sense on a number of issues. 66 00:06:19.740 –> 00:06:20.230 Kay: And you… 67 00:06:20.230 –> 00:06:20.570 E: Cute. 68 00:06:20.570 –> 00:06:22.269 Kay: You kind of have to say. 69 00:06:22.500 –> 00:06:31.390 Kay: Well, that’s true, that’s good, and and yet, the… and yet at the same time, what’s complicated about it is that, 70 00:06:31.900 –> 00:06:43.750 Kay: the way often populism works is a power grab, right? So they’re grabbing and taking more power, and justifying that grabbing of power with, well, something needs to be done, and it’s not going well the way it was going before. 71 00:06:43.880 –> 00:06:48.079 Kay: So we need to do this. I was listening to the All In podcast today, and… 72 00:06:48.980 –> 00:06:53.480 Kay: again, I… I… I’m disappointed with their… 73 00:06:54.300 –> 00:07:00.149 Kay: Basically, like, the new puppets of the administration, where they kind of defend Anything they’re doing. 74 00:07:00.430 –> 00:07:03.380 Kay: Except for one of them. And so the… 75 00:07:03.870 –> 00:07:18.690 Kay: the topic was, should we put military, you know, into the streets? You know, should we militarize every city? And yeah, they made some good points. Yeah, there are certainly… they had one really compelling, quote from a Black woman 76 00:07:19.160 –> 00:07:25.530 Kay: Who had been around a long time, I think, in DC. I don’t know, I didn’t catch her name. She doesn’t sound like she was either a politician or someone important. 77 00:07:25.700 –> 00:07:38.579 Kay: And she said, you know, I can’t believe that after only 9 months of Trump being in power, I’ve heard from so many of my community members that I feel safe for the first time. And she was like, I don’t want to be the one to say it, I’m very… 78 00:07:38.990 –> 00:07:55.070 Kay: I don’t even like the guy kind of thing, but I have to say, why is it that suddenly our streets are safe and I actually feel comfortable? Maybe the people before didn’t actually care about us, even though they said they did. And I was like, yeah, I resonate with… of course, I’m listening, I’m like, okay, I resonate with some of what she’s saying, for sure. 79 00:07:55.200 –> 00:08:07.890 Kay: But, and I can understand the frustration, but the problem is that if the answer is a pattern of just every time there’s some problem, let’s throw the military into the streets, that becomes the precedent. 80 00:08:08.700 –> 00:08:27.919 Kay: And… and yes, there’s a re… maybe you could justify a reason, but there’s always going to be a reason. There’s, you know, I’m sure every, dictator has had their very good reasons why they had to do… why they had to shut someone up, or, you know, they had to do this, or they had to do that. I mean, they… you could just… you could go to the ends of the earth justifying stuff. 81 00:08:28.110 –> 00:08:38.749 Kay: to take power and to break… and to cross the line, but the whole point of the Constitution was to prevent that from happening. So it is… I think… I think it’s difficult because the populism 82 00:08:39.830 –> 00:08:45.730 Kay: It only works, it’s only… populism is only effective when it’s speaking common sense. 83 00:08:46.100 –> 00:08:48.140 Kay: And the unfortunate thing is we’ve had 84 00:08:48.500 –> 00:08:54.360 Kay: administrations on both sides that were talking out of their ass, and they were not talking common sense, and now… 85 00:08:54.360 –> 00:08:55.000 E: That is cool. 86 00:08:55.000 –> 00:08:57.429 Kay: blue. Yeah, exactly, as a status quo, we were all… 87 00:08:57.430 –> 00:08:58.579 E: We’re so excited. 88 00:08:58.890 –> 00:09:09.620 E: Because that was, that was, you know, that was under, I think, a different kind of society and culture. Strong norms that governed, and so people could… 89 00:09:10.150 –> 00:09:12.800 E: You know, it was just not appropriate to say certain things. 90 00:09:13.140 –> 00:09:16.950 E: yeah, I mean, you know, I’m not a political scientist. 91 00:09:17.540 –> 00:09:20.909 E: I write a lot about politics, but it’s just one of those things where 92 00:09:21.270 –> 00:09:28.079 E: I’ve seen it in other countries, you know, I was just… I was having dinner with these, kind of, like, international people, a lot of them were from Latin America. 93 00:09:28.610 –> 00:09:30.950 E: And I said, you know… 94 00:09:31.170 –> 00:09:37.209 E: what Trump is doing… this is what happens in Latin American countries, by the way. Latin American countries, the people there. 95 00:09:37.330 –> 00:09:43.160 E: There is a huge amount of, there’s a huge amount of… 96 00:09:43.450 –> 00:09:45.069 E: what do they call it? Inequality. 97 00:09:45.350 –> 00:09:51.650 E: The richest people control everything. The same families have controlled everything for the longest time in a lot of countries in Latin America. 98 00:09:52.700 –> 00:09:58.080 E: And… It gets to a point where there’s always something that gets people upset. 99 00:09:58.360 –> 00:10:01.150 Kay: Maybe it’s a depression, it’s a recession… 100 00:10:01.150 –> 00:10:05.389 E: They see rich people always benefiting and always on top. 101 00:10:05.940 –> 00:10:09.690 E: And then the average person gets screwed all the time, and wages aren’t going up. 102 00:10:10.590 –> 00:10:12.549 E: And so a populace comes along. 103 00:10:12.810 –> 00:10:17.880 E: And, yeah, sometimes it’s from the military, but it’s always a tough guy. It’s always a tough guy. 104 00:10:18.030 –> 00:10:18.440 Kay: Right. 105 00:10:18.440 –> 00:10:23.619 E: You know? And he goes, like, I’m gonna take a hard hand to these things, and the corrupt politicians… 106 00:10:23.820 –> 00:10:28.719 E: haven’t done anything about it, because they’re in bed with, Money Delete, or whatever it is. 107 00:10:29.500 –> 00:10:32.000 E: In Mountain America, it’s often gangs. 108 00:10:32.090 –> 00:10:50.889 E: and cartels that they say that, you know, these politicians are in bed with, rings of corruption that steal from the people. I’m an outsider from the military, or from wherever, and I’m gonna fix it. But you gotta give me… you gotta give me the power to do it. Because these guys, you know, what I’m up against, it’s pretty terrible. 109 00:10:51.220 –> 00:10:58.730 E: And so, people are so desperate, after failed politician after failed politician, Promising the world 110 00:10:59.270 –> 00:11:06.039 E: Then they elect someone, and they find… they look the other way, as this person amasses power. 111 00:11:06.270 –> 00:11:20.079 E: Because they’ve done such a great job of legitimizing gripes. That’s what populism is about, it’s about complaints. It’s never about solutions. It is never, ever, ever about solutions. It is only about… 112 00:11:20.190 –> 00:11:25.110 E: gripes. It’s only about complaints, right? 113 00:11:25.110 –> 00:11:25.760 Kay: Yeah. 114 00:11:25.760 –> 00:11:37.120 E: That’s the way it works in Latin America. That’s why Daniel Ortega is basically running a dictatorship in Nicaragua right now. That’s why Guatemala has corrupt president after corrupt president. They finally… 115 00:11:37.160 –> 00:11:53.209 E: elected someone who’s democratic-minded, not part of a corrupt circle of power, because he came literally out of exile, and his father was a president who was exiled from Guatemala, grew up overseas, came back to Guatemala, and tries to fix it, but he can’t, because the corruption networks are too strong. 116 00:11:53.670 –> 00:11:55.820 Kay: They, at every opportunity. 117 00:11:56.060 –> 00:11:57.510 E: Try to make him look corrupt. 118 00:11:57.790 –> 00:11:59.049 E: Which is insane. 119 00:11:59.190 –> 00:12:06.779 E: And they find every opportunity to tear him down. Oh, rumors that his wife is a lesbian, because she doesn’t… her hair isn’t long. Stuff like that. 120 00:12:08.210 –> 00:12:10.409 Kay: So, playing to conservative… 121 00:12:10.500 –> 00:12:13.809 E: Plain to divisive conservative social-cultural issues. 122 00:12:13.930 –> 00:12:19.780 E: And then meanwhile, the… the people who are at the center of corruption 123 00:12:19.990 –> 00:12:26.539 E: The people who take power, don’t do anything about the gripes. If anything, they want the gripes to continue. 124 00:12:26.780 –> 00:12:29.699 E: They want to keep pointing… they keep finding out new things! 125 00:12:29.920 –> 00:12:33.219 E: there are new problems they keep on covering, right? Yeah. So… 126 00:12:33.330 –> 00:12:37.659 E: You know, for the longest time, no one is fixing the immigration system. 127 00:12:38.030 –> 00:12:48.430 E: Because you have to pass a law. And, you know, it’s a president’s job to run… when a president governs, it’s a coalition, always a coalition. It’s never just one person. 128 00:12:49.150 –> 00:13:05.900 E: And they have to gather broad support in the Senate and the House, using political connections, using political power, to put together legislation that Congress is responsible for drafting, but the President can help set the agenda and move things forward, and make deals. 129 00:13:06.090 –> 00:13:11.399 E: Right? But that has not happened. In decades, in decades, there’s been nothing happening on immigration. 130 00:13:11.590 –> 00:13:18.479 E: And Democrats, I do not understand why, at a national level, have not taken the problem seriously. They’ve… 131 00:13:18.880 –> 00:13:33.330 E: they’ve been playing to their base and saying, we’re gonna protect these noble people. Yeah. I’m sorry, man, but, like, treating the massive waves of undocumented immigration as if these people are noble, they’re not all noble. I know a lot of them. 132 00:13:33.350 –> 00:13:50.430 E: I’ve met a lot of people who are in the U.S, they’re illegally, they’re working really hard, work two, three jobs, a necessary contributor to the community and to the economy, and I’ve met people who are there, and they pretend not to be married, they have 4 kids, they’re on Medicaid. 133 00:13:50.560 –> 00:14:09.589 E: they’re on Medicare, they’re committing fraud, and they talk about it on their social media. They talk about how you can give birth to a baby for free in the US, and he’s a citizen, and he can get you citizenship when he’s 18, and they’ll pay for all his stuff, and people have asked me, my wife, because my wife is Latina, she’s an immigrant. 134 00:14:10.270 –> 00:14:13.819 E: We did it the right way. 135 00:14:14.040 –> 00:14:33.009 E: And we actually don’t, like, talk about it a lot, because it sounds like bragging when we talk to other immigrants, but they’ll tell her, like, oh, like, you know, are you on Medicaid or Medicare? And we’re like, no, like, I have a job, I work, I, you know, I don’t qualify. Oh, no, no, no, but that’s because you say you’re married. If you just say you’re not married. 136 00:14:34.240 –> 00:14:43.530 E: mom, supporting a couple kids, then the birth will be free, the healthcare will be free, they give you food stamps, and I’m like, Jesus Christ! 137 00:14:43.800 –> 00:14:51.129 E: And I’m like, you are a huge problem, but it’s one side of the issue wants to make you think all the immigrants are like that. They’re not. 138 00:14:51.450 –> 00:14:59.769 E: Yeah. A lot of the Venezuelan immigrants that came had a lot of social media, where once they got to New York, after being shipped there by governors in the South. 139 00:14:59.960 –> 00:15:07.980 E: after they got sent there, and finally the New York mayor realized, oh wait, this isn’t great. Chicago, right? They realized that 140 00:15:09.150 –> 00:15:15.499 Kay: these Venezuelans were on social media saying, look at these crap… look at this crappy hotel they have us in, look at this terrible food they’re serving us. 141 00:15:15.690 –> 00:15:24.369 E: And meanwhile, undocumented immigrants who came here to work and had to walk all the way up here and suffered and sacrificed looked at that and they said, why do you think you get anything for free? 142 00:15:24.740 –> 00:15:31.019 E: So it’s such a complex picture, but no politician is willing to fix it. No politician’s willing to be honest about it. 143 00:15:31.200 –> 00:15:33.159 E: And so there’s so much… 144 00:15:33.470 –> 00:15:45.040 E: slight. You know, it’s offensive for a poor working American to see people come in and expect things to be just handed to them, committing Medicare fraud, Medicare, Medicaid fraud. 145 00:15:45.460 –> 00:16:04.280 E: And it’s a complex picture, because it’s also upsetting to see members of the community contributing economically get ripped apart by a secret police, and that’s what… I mean, I’m sorry, but at this point, ICE qualifies as a secret police. There’s zero accountability. They snatch people off the streets. You know, my mom grew up in a fascist country. 146 00:16:04.720 –> 00:16:10.670 Kay: that was a daily occurrence. That’s true. Right? And that is absolutely the biggest issue that I have with it is… which I think. 147 00:16:10.670 –> 00:16:18.669 E: And that’s the problem. There’s no solution! It’s just, it’s just, like, look at all this illegal immigration, and think about it, right? 148 00:16:18.900 –> 00:16:20.819 E: So, the deportations. 149 00:16:20.970 –> 00:16:31.320 E: are up, not they’re not… I think they’re now only now beginning to touch upon historical levels, but not really. Obama deported more people, but what’s happening is there are less people showing up to the border. 150 00:16:32.080 –> 00:16:49.130 Kay: without papers, because they’re scared to come here because of everything that’s happened. That’s the biggest accomplishment of this administration, is to get the illegal crossings down. But they’ve done it by terrorizing communities, right? So, like, there’s no good solution there. Their solution was mass… 151 00:16:49.310 –> 00:16:55.239 E: police, with no accountability, snatching people off the streets. That’s their solution, right? 152 00:16:55.620 –> 00:16:56.460 E: like. 153 00:16:56.460 –> 00:17:02.000 Kay: Well, this is the problem, is that once you start doing that… Where’s the legislation? Yeah, once you start making that a precedent. 154 00:17:02.230 –> 00:17:07.799 Kay: Then it goes and it bleeds into other… into other topics besides immigration, and then it suddenly… 155 00:17:07.800 –> 00:17:09.399 E: Absolutely. You want to send it. 156 00:17:09.400 –> 00:17:11.730 Kay: Hey, this guy’s a political enemy. 157 00:17:12.170 –> 00:17:12.730 E: Yeah. 158 00:17:13.240 –> 00:17:19.460 E: I mean, Trump says a lot of things, but that’s one of the things he said. He said, well, maybe we should send our own criminals to that prison. 159 00:17:19.460 –> 00:17:29.379 Kay: Yeah, exactly. Or you take a journalist that you don’t like, and you can say he’s a fraudster. This isn’t… this isn’t, like, panicking. He has said these things. 160 00:17:29.399 –> 00:17:43.139 E: Yeah. Right? He said it is no Project 2025, but now he’s implementing it. Russ Votts is picking apart… see, and most people don’t know what the federal government does, right? They don’t know that they provide a ton of services. 161 00:17:43.629 –> 00:17:47.379 E: But also, the federal government has a ton of waste, and a ton of overlap. 162 00:17:48.159 –> 00:17:59.209 E: So, you know, where is the political incentive to show up and tell people, hey man, listen, we need a cut from this federal budget because there’s so much waste and overlap? 163 00:17:59.529 –> 00:18:04.449 E: Also, the federal government does incredibly important things every day that you don’t even realize. 164 00:18:04.829 –> 00:18:08.229 E: no politician will say those two things. No one. 165 00:18:08.409 –> 00:18:09.529 E: It’s insane! 166 00:18:09.789 –> 00:18:10.609 E: Right? 167 00:18:10.739 –> 00:18:18.439 E: And so, people are just having to flip back and forth between voting for the two extremes, hoping that something ends up in the middle, but that’s not how it’s… that’s not what’s. 168 00:18:18.440 –> 00:18:19.030 Kay: Okay. 169 00:18:19.670 –> 00:18:26.070 E: So, we have an entire population with a lot of legitimate gripes, and no earnest 170 00:18:26.640 –> 00:18:34.900 E: leader willing to actually meet most of the country in the middle, because you can only get power by doing extreme things. And so… 171 00:18:35.100 –> 00:18:43.779 E: As how it was in the Biden administration. There’s a ton of stuff they did to help reshore jobs and near-shore jobs, the IRA, the CHIPS Act. 172 00:18:43.880 –> 00:18:45.330 E: You know… 173 00:18:45.330 –> 00:18:52.239 Kay: With the CHIPS Act, by the way, I think we should talk about that, maybe after this, because I do think that that is… 174 00:18:52.240 –> 00:18:54.990 E: Let’s go, let’s go right into that. Let’s go right into that, because this is… 175 00:18:54.990 –> 00:18:55.559 Kay: Well, I think it… 176 00:18:55.560 –> 00:19:00.550 E: Most… most issues are not… most issues are not that political or polarized. 177 00:19:00.550 –> 00:19:00.900 Kay: Yeah. 178 00:19:00.900 –> 00:19:01.969 E: in reality. 179 00:19:02.080 –> 00:19:05.680 Kay: Right. No matter how much the politicians try to divide us, this is, you know… 180 00:19:05.820 –> 00:19:12.270 E: I… probably it’s annoying at this point, but ideology and partisanship are the tools of the elite to divide 181 00:19:12.380 –> 00:19:24.580 E: the middle of the country. 60-80% of us have a lot in common, and there are issues that are important, but not as important as how we come together as a country and solve the big things, right? 182 00:19:24.830 –> 00:19:29.420 E: And so, to me, it’s just shocking that so many of these things are politicized. 183 00:19:29.650 –> 00:19:35.909 E: Because that’s how the elites want it. They want to, you know, the 60-80% of us who agree on a lot of the important things. 184 00:19:36.300 –> 00:19:40.349 E: If we get divided by partisanship and ideology, culture war, bullshit. 185 00:19:40.830 –> 00:19:46.319 E: then that’s it. Then we are easily dominated by people who continue to get richer, to 10%. 186 00:19:46.440 –> 00:19:50.809 E: of the most wealthy own 50% of all the wealth in this country. That’s a high. 187 00:19:51.040 –> 00:20:03.039 E: almost as high as it was in the 1920s. We’re going back to that, and that’s because they’ve successfully divided us. They just divided us, and we’re so easily divided, and the internet has only helped with this. But anyway, chips. 188 00:20:03.510 –> 00:20:10.729 Kay: Well, I do think the… I do think the last administration, because maybe they still believed in 189 00:20:11.080 –> 00:20:16.609 Kay: Congressional power. At least did succeed… successfully pass that. 190 00:20:17.230 –> 00:20:23.570 Kay: Which was kind of a big deal, because they hadn’t been able to make a case for infrastructure to that level for a long time. 191 00:20:23.680 –> 00:20:26.590 Kay: Right. And, that was, you know… 192 00:20:27.340 –> 00:20:39.199 Kay: To your point, if populism is just dealing with gripes, which maybe a tariff could help solve, what’s actually difficult is to actually put money in… put money where your mouth is, and to. 193 00:20:39.540 –> 00:20:43.740 Kay: Spend billions of dollars building up 194 00:20:44.290 –> 00:20:50.670 Kay: a chip industry that’s been dying out for a while, and it really has been dying out. I mean, I think when we were… 195 00:20:51.130 –> 00:20:54.720 Kay: in college, I remember, 196 00:20:55.490 –> 00:21:04.740 Kay: building computers with my roommates in my college dorm room, and we were all using… like, the best you could get was an Intel chip. That was like, oh man, you got the Intel… 197 00:21:05.010 –> 00:21:07.700 E: Whatever they were doing at the time, Penny Emerson. 198 00:21:07.780 –> 00:21:19.300 Kay: And, Pentium 3, I don’t know. And I remember… it was… we would go down to, like, the computer fair, pick up these chips, and it was cool, because Intel was really ahead of the game, and then around 2000… 199 00:21:20.000 –> 00:21:29.289 Kay: 10 to 12 is when you start to see the shift, and Intel lost their way, and they were suddenly overtaken by, by TSMC, 200 00:21:29.610 –> 00:21:31.539 Kay: But they didn’t really know it yet. 201 00:21:31.910 –> 00:21:37.219 Kay: the writing was starting to get on the wall, and it was the moment that you saw Apple put 202 00:21:37.610 –> 00:21:48.140 Kay: these chips into their laptops, and they were fast, that you were like, oh shit, Intel’s gone, Intel’s done, because they’re using completely different technology. And 203 00:21:48.440 –> 00:21:51.480 Kay: The reason that happened, for those who don’t know. 204 00:21:51.620 –> 00:21:56.330 Kay: is because Intel, who was run by a bunch of engineers until the early 2000s. 205 00:21:56.620 –> 00:22:03.510 Kay: people like Andy Grove and stuff were super obsessive, and his whole book… he has a famous book called Only the Paranoid Survive. 206 00:22:04.490 –> 00:22:22.130 Kay: Suddenly, they stop being paranoid, and they replace people like him, not with engineers, but with Wall Street business school types. And the moment they do that, they took their eye off the ball, they stopped worrying about the technology, they started worrying about their profits and their bonuses, and they completely let 207 00:22:22.210 –> 00:22:39.740 Kay: again, took their off the ball, and suddenly they lost. And it’s so difficult. I mean, that was one of the fields where, yeah, if you’re running… if you’re a CEO of, like, Pepsi, you’re all good, and I mean? Worst that can happen is someone makes a better taste in cola, and maybe you market the shit out of them. 208 00:22:39.860 –> 00:22:42.959 Kay: You can’t do that with chips. If you lose your edge. 209 00:22:43.120 –> 00:22:54.119 Kay: That’s death. You could be one generation behind, and you might be behind for the rest of your… you know, for decades. And the fact that they let this happen is an abomination. 210 00:22:54.410 –> 00:23:00.140 Kay: The fact that they could not get this turned around, and they’ve been late, and they’ve been… it’s just been a disaster. 211 00:23:00.570 –> 00:23:02.539 Kay: And the CHIPS Act did come in. 212 00:23:02.750 –> 00:23:04.729 Kay: And thanks to it, I think… 213 00:23:05.120 –> 00:23:08.450 Kay: It’s interesting, because I had a guy named, 214 00:23:08.910 –> 00:23:28.520 Kay: what was it? I can’t remember his name, but he was… he was from the old Intel days. He had gone, he’d run, like, VMware or something like that, and he came back to run it. They didn’t give him a long enough time to kind of get the company together, so they just fired him a few months ago. But I just heard the other day that they finally… that the stuff he… this turnaround CEO, who was an engineer, well-respected. 215 00:23:28.580 –> 00:23:30.469 Kay: I think Pat Gelsinger is his name. 216 00:23:31.390 –> 00:23:35.880 Kay: He had been working for 3 or 4 years to try to turn the company around and get ahead. 217 00:23:36.070 –> 00:23:55.519 Kay: And I finally heard that they are now releasing the first chips from this, from his efforts, after they fired him, and it looks like it’s actually going to be pretty good. They’re AI chips, they’re looking promising, and for the first time, they’re actually looking like decent chips. That is… is amazing. If it’s true, and they’re actually competitive, it’s going to be incredible. 218 00:23:55.640 –> 00:24:03.329 Kay: But what I would say is that couldn’t have been done without the CHIP Act, the CHIPS Act. The other thing that I’m seeing, because I live in Arizona. 219 00:24:03.530 –> 00:24:15.400 Kay: is a massive amount of, factories. I mean, I’m driving past these things, they’re behemoths. And I just sent you a video the other day from this YouTube channel called Asianometry, which is this… 220 00:24:15.600 –> 00:24:16.400 E: Hmm, 221 00:24:16.680 –> 00:24:18.360 Kay: Did you listen to that, by the way? 222 00:24:18.900 –> 00:24:24.600 E: I did. Oh, good. Fascinating, very granular detail. This guy’s obviously… 223 00:24:24.880 –> 00:24:28.970 E: On the ground and heavily involved in the microchip industry. 224 00:24:29.280 –> 00:24:36.329 E: What a great… what a great… and it’s like, you know, I mean, just the information this guy has in his head about the industry is really impressive. 225 00:24:36.330 –> 00:24:52.090 Kay: His channel is spectacular, by the way. He has really… if you like, kind of, history of technology, he has some really fascinating, like, videos on, like, why the Russians lost the computer race back in the 1950s. I mean, they’re just fascinating, like, topics that you’re like, whoa. 226 00:24:52.300 –> 00:25:07.009 Kay: That’s interesting. I never thought about that. Anyway, he’s this… I think he’s a chip engineer in Taiwan. I don’t know who he works for or anything like that. Obviously, he sounds like he was also raised in the US. But anytime I listen to him on chips, like, he knows his shit. 227 00:25:07.180 –> 00:25:14.680 Kay: And for him to say, wow, things are actually looking good in Arizona with results… with regard to the TSMC, 228 00:25:15.060 –> 00:25:22.569 Kay: I was like, damn, okay, I believe him, because he doesn’t… he doesn’t really bullshit, you know? He’s very… he’s very, down-to-earth. 229 00:25:22.670 –> 00:25:30.110 Kay: Or he’s very, like, just, you know, honest about it. And so I would say that that was kind of promising to hear, and what I kind of took away with it was, like, wow, you know. 230 00:25:30.360 –> 00:25:47.110 Kay: we’ve criticized… how many years do people say, oh, well, we’re, you know, we’re not gonna let the government take sides? Yes, we see China putting tons of government resources into this industry, but that’s not how we do things in the U.S. In the US, we just let the companies fight it out. 231 00:25:47.470 –> 00:25:48.260 E: All this nonsense. 232 00:25:48.260 –> 00:25:50.699 Kay: And, well, you know, let’s pretend, like. 233 00:25:50.920 –> 00:25:58.129 Kay: I guess to say that statement about how the U.S. works is to ignore the fact that the military created the internet and, you know, the. 234 00:25:58.790 –> 00:26:01.539 E: Subsidies of the auto and airline industries. 235 00:26:01.540 –> 00:26:02.340 Kay: Exactly. 236 00:26:02.340 –> 00:26:08.740 E: I mean, yeah, farming. Hello, farming? Heavily subsidized farming? Give me a break. No, I mean… 237 00:26:09.420 –> 00:26:19.850 E: Yeah, I… you know, it was funny, because I was at dinner yesterday, I was talking about this, you know, this con… you know, if you’ve ever been to Shanghai, all the speeds are high trains… high-speed trains. 238 00:26:20.110 –> 00:26:22.020 E: Zero high-speed trains in the U.S. 239 00:26:22.240 –> 00:26:29.640 E: There’s a narrative that the Chinese government tries to sell, which is that democracy doesn’t work. 240 00:26:30.970 –> 00:26:31.370 Kay: Yeah. 241 00:26:31.370 –> 00:26:35.509 E: And if you go to Shanghai, and then you go to Washington, D.C. or New York. 242 00:26:35.620 –> 00:26:41.770 E: That narrative seems to fit pretty well, and if you look at the chaos our democracy has produced, from a polarized electorate. 243 00:26:42.460 –> 00:26:43.060 E: Yeah. 244 00:26:43.300 –> 00:26:46.329 E: We are… the United States is one of the most… 245 00:26:46.950 –> 00:26:50.740 E: It is becoming one of the most unstable developed countries there is. 246 00:26:53.270 –> 00:27:00.300 E: But it’s a false narrative, so it depends on what you value, right? So, if you value. 247 00:27:00.720 –> 00:27:03.600 E: Straight, hard, economic results. 248 00:27:04.120 –> 00:27:09.140 E: the Chinese Communist Party, has… produced… 249 00:27:09.300 –> 00:27:15.290 E: The most… but they’ve started from a much lower place, right? They… a very low stage of development. 250 00:27:15.610 –> 00:27:22.690 E: Brought a million people out of poverty. That’s the statistic. There are still deeply poor pockets of China. 251 00:27:22.870 –> 00:27:33.589 E: And if you only go to Shanghai, you wouldn’t know the other parts, right? You wouldn’t know the rural parts where people abandoned the cities, left their kids… 252 00:27:33.590 –> 00:27:33.960 Kay: Yeah. 253 00:27:33.960 –> 00:27:37.930 E: With grandparents in very vulnerable situations. 254 00:27:38.180 –> 00:27:43.069 E: There’s still a ton of poverty, there’s a ton of unemployment, there… 255 00:27:43.490 –> 00:27:54.110 E: the entire economy relies on overcapacity subsidization. It relies on people saving money, it relies on people not being too much on the consumer side. 256 00:27:54.520 –> 00:27:58.670 E: But, and I’m, you know, by no means an expert at this, but… 257 00:27:58.990 –> 00:28:02.239 E: The other thing is, they’ve created a ton of human suffering. 258 00:28:02.500 –> 00:28:07.959 E: There’s a ton of human suffering behind China’s development and its position as the world’s production facility. 259 00:28:08.140 –> 00:28:09.030 E: And… 260 00:28:09.260 –> 00:28:22.279 E: That’s why they have to control the media. They don’t want people to know. Most Chinese people don’t know this. They don’t, every time they’ve had to move a town, or burn a person’s house, or kill a family, or poison an entire town to have a chemical factory. 261 00:28:22.390 –> 00:28:27.879 E: with zero safeguards. Because how can you produce cheaply? How can you produce… 262 00:28:27.880 –> 00:28:29.170 Kay: Exactly. You know, quickly. 263 00:28:29.390 –> 00:28:33.940 E: high volumes without poisoning the ground and killing people. You can’t! 264 00:28:34.380 –> 00:28:52.359 E: And China has very successfully hidden this. It’s not part of their narrative. So, we had this debate yesterday over dinner, and I said, like, well, it depends what you value, you know? In the United States, if they want to make a megaproject, and there is a family of five people who live on a plot of land that they own. 265 00:28:52.570 –> 00:28:56.429 E: And they want to get it out of the way to make a megaproject. 266 00:28:56.600 –> 00:29:13.839 E: it’s gonna take time, and it’s gonna be a hard issue. And if they want to build a factory to make, I don’t know, to produce process critical minerals, that’s one of the goals of this administration, which is a good… it’s an interesting goal, I think it’s a useful goal, but if you do that with zero environmental regulation, you’re going to poison the people you’re trying to help. 267 00:29:14.380 –> 00:29:18.119 E: And so, being a democracy, having a process, having strong norms. 268 00:29:18.250 –> 00:29:23.359 E: Yes, it’s been harder to make these megaprojects. You cannot centrally plan a lot of these things. 269 00:29:23.820 –> 00:29:28.210 E: And so, what we have is the values of 270 00:29:28.390 –> 00:29:32.220 E: not wanting to displace people by force, because in the United States. 271 00:29:32.550 –> 00:29:35.539 E: culture on that. But the… I feel like we did. 272 00:29:35.540 –> 00:29:37.239 Kay: Yeah, one time, right? 273 00:29:37.240 –> 00:29:40.200 E: Complete lack of development compared to some of the cities in China. 274 00:29:40.900 –> 00:29:52.480 Kay: Yeah, I’m sorry, I… yeah, you’re right. I think you’re absolutely right, we have to choose what we care about. I do think that there was a time in this country, maybe I’m wrong, because I wasn’t there, where, 275 00:29:54.200 –> 00:29:58.780 Kay: Where… where people were able to get stuff done a lot faster. 276 00:29:59.120 –> 00:30:04.070 Kay: I think about the, well, I think about my… I had a great-grandfather that… 277 00:30:04.200 –> 00:30:05.610 Kay: Owned a farm. 278 00:30:06.310 –> 00:30:08.129 Kay: In the Central Valley of California. 279 00:30:08.530 –> 00:30:09.910 Kay: And they took an 280 00:30:10.250 –> 00:30:15.010 Kay: They come in… they came in and said, hey, this is… sorry, we’re gonna build… we have an infrastructure project. 281 00:30:15.660 –> 00:30:29.559 Kay: we’re gonna pay you market rate, which was not actually very high. He lost a lot of money on it. And he was bitter the rest of his life about this. But, I kind of also think, wow, that’s amazing that they got… how could… I don’t hear about that today. 282 00:30:29.730 –> 00:30:37.040 Kay: Whereas at one time, that was kind of common when they built the, the highway system, They… 283 00:30:37.240 –> 00:30:40.759 Kay: Used eminent domain a lot, and just kind of took over stuff. 284 00:30:41.280 –> 00:30:42.289 E: Well, yeah, that… 285 00:30:42.290 –> 00:30:43.400 Kay: Well, there’s a clip. 286 00:30:43.580 –> 00:30:44.580 Kay: Oh, go ahead, sorry. 287 00:30:44.910 –> 00:30:54.390 E: No, I was gonna say, they just treated it like a national security project, right? The excuse that isn’t how our administration used was that it would be a way to mobilize troops and vehicles, right? But that’s an excuse. 288 00:30:54.390 –> 00:31:11.129 Kay: Isn’t it interesting? And so… but that also shows that that’s the mindset people had at the time, is it was very different. And there’s a quote… there’s a… sorry, there’s a clip that maybe I can put in the show notes, but I’ll probably forget to, that’s a real… it’s a compilation reel of Newsome. Maybe I mentioned this last time. 289 00:31:11.220 –> 00:31:18.930 Kay: of Newsom saying in 10 different clips from 1999 to 2025, 290 00:31:19.810 –> 00:31:34.240 Kay: You know, we’re… I believe, in the… the bullet train, we’re gonna build this thing, it’s gonna be great, and then it goes, like, 2005, and, like, they’re like, okay, he’s like, it’s gonna be incredible! And it gets to, like, 2016, and he’s like. 291 00:31:34.900 –> 00:31:37.389 Kay: Alright, we’re still working on it, but I know… 292 00:31:37.880 –> 00:31:40.820 Kay: You know, then it gets to, like, 2018, and he’s like. 293 00:31:40.920 –> 00:31:48.100 Kay: he’s standing in front of this train stop that they took… I guess they built a mile track from 294 00:31:48.490 –> 00:31:59.569 Kay: somewhere to… they built one mile track, and then he’s like, and this is almost gonna get to Bakersfield. And he literally says, I know some people are thinking, that’s a train to nowhere. 295 00:31:59.980 –> 00:32:10.880 Kay: And you just crack it up, because you’re like, yes, everyone’s thinking that, you know, I’m sorry, but… and then 2025, and he’s like, yeah, I kind of give up on it. And it is. 296 00:32:10.880 –> 00:32:11.410 E: It’s kind of… 297 00:32:11.410 –> 00:32:13.000 Kay: I’m not saying that. 298 00:32:13.000 –> 00:32:13.489 E: You win. 299 00:32:13.490 –> 00:32:21.560 Kay: I’m not saying it’s his fault, per se, because I don’t think it is his fault, but it is funny that he’s sort of the punching bag. But I do think it’s the fault of… 300 00:32:21.960 –> 00:32:26.280 Kay: of what I would say, at one time, we were willing as a country 301 00:32:26.570 –> 00:32:34.669 Kay: The citizens were willing to say, you know what? Yeah, national security, we just… we almost got… we almost didn’t win this war, and they were out there fighting. 302 00:32:34.830 –> 00:32:39.410 Kay: And and now, you know what, if Eisenhower says we need this highway. 303 00:32:39.580 –> 00:32:47.160 Kay: I’m not gonna bitch about it, sure, they could take my property away, they’ll pay me. And I think… I don’t know, I’m making an assumption here, but I think… 304 00:32:47.390 –> 00:32:56.879 Kay: it has not… that has not happened in a while. We’re not used to that, and we have rejected that. Whereas, I think in China, they can say, hey, your house is now… 305 00:32:57.040 –> 00:32:58.810 Kay: A train, you know. 306 00:32:58.950 –> 00:33:02.700 Kay: Tough luck. You want some money for it, we’ll give you a little dough. Tough luck. 307 00:33:03.110 –> 00:33:08.100 Kay: And that’s an interesting thing, because we don’t have… unfortunately, we don’t have the luxury now, I think. 308 00:33:08.720 –> 00:33:22.749 Kay: to have the values of independence that we would like. I think we have to become more communal-minded, because we now have a very strong competitor in the world, and we will… 309 00:33:22.900 –> 00:33:28.679 Kay: we do face… I would say we face, this is why I sent you the message about. 310 00:33:28.910 –> 00:33:31.670 E: I thought it was interesting that in CNBC they were mentioning. 311 00:33:31.690 –> 00:33:46.410 Kay: that the most spy activity that China has right now, if you look at the world, most of their spy efforts, I don’t know about money or people, is in Thailand, because they are trying, and that’s the one weak link that they have, they would dominate 312 00:33:46.600 –> 00:33:56.410 Kay: by… incredible amounts, the chip industry. The one thing that they’re weak on is the, is it lithographics? 313 00:33:56.730 –> 00:34:02.659 Kay: Or the, I’m not saying it right, but ACML, L-C-M? Right. 314 00:34:02.660 –> 00:34:07.090 E: Yeah, yeah, yeah, the… the… the lithography… 315 00:34:07.240 –> 00:34:08.170 Kay: Photography, thank you. 316 00:34:08.179 –> 00:34:10.159 E: Like, chip-making machines, yeah. 317 00:34:10.159 –> 00:34:11.139 Kay: Thank you. 318 00:34:11.139 –> 00:34:13.139 E: Just the fabs, right, and the… 319 00:34:13.310 –> 00:34:13.940 Kay: Yeah. 320 00:34:14.310 –> 00:34:18.599 E: Yeah, I mean, right, I mean, well, they’re… I mean, the Chinese are engaged in a broad effort. 321 00:34:18.600 –> 00:34:19.050 Kay: Seriously. 322 00:34:19.050 –> 00:34:27.710 E: technology across the board, from Boeing jet planes to… you know, the… these, 323 00:34:27.840 –> 00:34:36.619 E: the Dutch fabs, yeah, I mean, they’re an all-out effort to just deal as much technology as they can. I mean, that’s kind of known, and undermine… 324 00:34:36.770 –> 00:34:43.339 E: critical infrastructure in Western countries. Salt typhoon, Volt typhoon, these are cyber attacks that are very… 325 00:34:43.340 –> 00:34:43.650 Kay: Yeah. 326 00:34:43.659 –> 00:34:49.179 E: popular, and they were publicized by the US, specifically to let people know that this is what the Chinese government is doing. 327 00:34:49.199 –> 00:34:53.509 Kay: But, you know, we’re in this mindset that that’s, like, oh, that’s wrong. And it’s just like… 328 00:34:53.759 –> 00:34:56.989 Kay: how could they do this to us? It’s like, guys… 329 00:34:57.189 –> 00:35:07.389 Kay: Have we forgot? Have we… are we that out of touch that we think that this new Pax American… I think what’s happened is, after… after Russia fell, after the USSR, if I should say, fell. 330 00:35:07.589 –> 00:35:23.089 Kay: We’ve been in this kind of dreamlike state where we forgot what it means to have a rival and an enem… I won’t say an enemy, but a rival, at least. Adversary. Where they were doing… the Russians were doing… yeah, adversary, thank you. The Russians were doing this to us left and right. We were used to that in the 70s and 80s. We were expecting it. 331 00:35:23.719 –> 00:35:26.619 Kay: And then we kind of… then it calmed down. 332 00:35:27.149 –> 00:35:38.309 Kay: And we were all just like, great, everyone’s… and we’re in this… this La La Land mindset where we think, well, that’s not nice of them. Of course we were… and we were probably stealing technology from the Russians, and the Russians were stealing from us. 333 00:35:39.009 –> 00:35:50.389 Kay: I wouldn’t doubt any of this was going on. Of course, it had probably lots of evidence of that. And so, yeah, they’re gonna do whatever it takes to not be dependent on the US, and then once they do get these machines. 334 00:35:50.589 –> 00:36:06.719 Kay: their chip industry will skyrocket, and they will be able to win the future. I do think having the chips is really the key to unlocking the future, because once you have the chips… and by the way, we have decided, as I told you in my message, I have a lot of angry messages I send you. 335 00:36:07.380 –> 00:36:14.559 Kay: We have decided in our country that we’re gonna poo-poo for the last 30 years on any kind of manufacturing. That’s for losers. 336 00:36:14.760 –> 00:36:25.599 Kay: I literally listened to a fucking obnoxious podcast by a bunch of fucking obnoxious techies less than 6 months ago, and these high-brow pieces of shit were sitting on this 337 00:36:25.790 –> 00:36:39.199 Kay: this… sitting in the Bay Area, and they were criticizing the Trump administration tariffs, and they were like… and they’re still singing that stupid old song of, like, well, actually, the only thing that really matters is services. It’s not about… 338 00:36:39.400 –> 00:36:45.579 Kay: you know, these lowly manufacturing jobs, who cares if China takes them? Dude, you can’t… 339 00:36:45.700 –> 00:36:58.750 Kay: You don’t understand. The next wave is not fucking software. The next wave of who controls the future is robotics. And if you don’t know how to make anything because you forgot how to put two pieces of metal together. 340 00:36:58.910 –> 00:37:03.470 Kay: That’s your problem. You’re gonna lose, and we’re going to lose. And if you give. 341 00:37:03.470 –> 00:37:03.800 E: Yep. 342 00:37:03.800 –> 00:37:05.070 Kay: Chips plus… 343 00:37:05.400 –> 00:37:13.419 Kay: AI plus robots means you have the future armies, and you will win not just the economy, but you’ll win the entire… 344 00:37:13.420 –> 00:37:13.800 E: Whoa. 345 00:37:13.800 –> 00:37:15.020 Kay: It’s a game, it’s a game of risk. 346 00:37:15.170 –> 00:37:26.459 E: More to that point is 90% of rare earth elements, which are needed for advanced, you know, weapon systems, including those drones, is controlled by China, the processing. 70% 347 00:37:26.580 –> 00:37:31.359 E: of, rare earth, elements, come out of the ground in China. 348 00:37:31.500 –> 00:37:41.810 E: 90% of the processing happens there. They’re not stupid. They’ve gone… they’ve been working their way into increasingly important supply chains of national security importance. 349 00:37:42.170 –> 00:37:45.480 E: To include critical minerals for chips. 350 00:37:45.600 –> 00:37:49.390 E: For our highly advanced chips, they… 351 00:37:49.800 –> 00:37:57.860 E: They installed those rare earth element export controls, right, last week, as a way to show that they could choke off the world supply. 352 00:37:57.860 –> 00:37:58.600 Kay: Yeah. 353 00:37:58.600 –> 00:38:09.730 E: We would be insane if we don’t find ways to bring that processing back home. And these idiots who criticize the idea of trying to maintain some sort of industrial base. 354 00:38:10.380 –> 00:38:14.400 E: You know, it’s just the dogma on free trade 355 00:38:15.140 –> 00:38:19.590 E: For so long, has been… patronizing… 356 00:38:19.920 –> 00:38:26.869 E: It’s been across the Western world, too. I was talking to a Spanish guy yesterday who works for a petroleum company. 357 00:38:27.090 –> 00:38:28.850 E: And he just said, like, you know. 358 00:38:29.530 –> 00:38:35.909 E: All the elites and the leaders of our countries were talking about free trade, and you don’t want those jobs, you don’t want those jobs, you want these. 359 00:38:35.910 –> 00:38:36.400 Kay: Yeah. 360 00:38:36.400 –> 00:38:47.600 E: You want these advanced jobs, you want these software jobs, you want these high productivity, high-pay jobs, let China have those, you know, those dirty industry jobs, you know. 361 00:38:47.710 –> 00:38:54.040 E: But here’s the thing, so they’ve been telling us that for the last 20 years, China joined the WTO in the year 2001, 362 00:38:54.230 –> 00:38:58.890 E: By the way, they are still in the WTO as a developing country. That’s bullshit. 363 00:38:58.890 –> 00:38:59.320 Kay: Okay. 364 00:38:59.320 –> 00:39:08.450 E: Okay, fine. And that’s another thing, right? The Trump administration is like, we need to do something about this. And it’s like, yes! Yeah, the first Trump administration made a big deal. 365 00:39:09.000 –> 00:39:14.400 E: The systematic unfairness of global trade. 366 00:39:14.730 –> 00:39:16.660 Kay: Right? They were the first people to ring that bell. 367 00:39:16.870 –> 00:39:19.140 E: As far as I can remember, right? 368 00:39:19.380 –> 00:39:25.050 E: the Democrats would do things about it, but not loudly, and not aggressively. 369 00:39:25.050 –> 00:39:25.720 Kay: Right. 370 00:39:25.720 –> 00:39:30.229 E: Which is their mistake. They would almost do the stuff in secret, And all the loud. 371 00:39:30.230 –> 00:39:30.910 Kay: Stuff was… 372 00:39:30.910 –> 00:39:33.110 E: Bullshit culture war stuff. That was allowed stuff. 373 00:39:33.110 –> 00:39:33.470 Kay: Right. 374 00:39:33.720 –> 00:39:39.190 E: All this thing about, like, temporary protected status and refugees, that was the loud stuff. 375 00:39:39.450 –> 00:39:44.930 E: and the, like, let’s make American infrastructure great again. I mean, they did tout the infrastructure. 376 00:39:45.110 –> 00:39:58.330 E: the IRA, they did tout that, though. And they made a hardcore campaign about this. It was so good, even Republicans had to try to take credit for some of these infrastructure projects in their backyard, even though they didn’t vote for the act. 377 00:39:59.130 –> 00:40:04.640 E: But yeah, you know… This idea of maintaining an industrial base, this idea 378 00:40:04.750 –> 00:40:11.329 E: of, oh, free trade, and let’s have only good jobs in this country. Okay, fine, but our leaders and our politicians did nothing. 379 00:40:11.600 –> 00:40:15.200 E: To make sure that that drop transition would happen. 380 00:40:15.760 –> 00:40:25.860 E: I’ve heard administrations talk about it since Clinton, right? In the 90s. That was a big free trade, flat earth… what I was supposed to call the… is that the flat earth thing? 381 00:40:26.630 –> 00:40:31.060 E: The World is Flat, that’s, like, in the early 2000s, I want to say. 382 00:40:31.060 –> 00:40:31.730 Kay: Interesting. 383 00:40:31.970 –> 00:40:34.309 Kay: Since Clinton, people have been talking about. 384 00:40:34.310 –> 00:40:42.999 E: Oh, wow, America’s gonna, like, be this highly advanced country that, you know, sells services and has these high productivity jobs. 385 00:40:43.860 –> 00:40:45.799 E: The elite have made a ton of money. 386 00:40:46.630 –> 00:40:50.129 E: Working wages have been stagnant for 50 years. 387 00:40:50.330 –> 00:40:55.920 E: Those are… those are numbers. I mean, like, it doesn’t matter what politics you have, 388 00:40:55.920 –> 00:40:56.310 Kay: True. 389 00:40:56.310 –> 00:41:01.010 E: You know, the rest of us have been getting royally fucked, and this transition… 390 00:41:01.260 –> 00:41:05.410 E: never happened. And some politicians have eaten around the edges of this. 391 00:41:05.670 –> 00:41:06.910 E: They’ve tried. 392 00:41:07.140 –> 00:41:08.510 E: Not very hard. 393 00:41:08.800 –> 00:41:18.400 E: to actually create some job transition things, eating around the edges of it. No one… no government in this world has really taken on… 394 00:41:18.550 –> 00:41:28.519 E: carefully, a planned transition to that high productivity economy. Is it even possible, right? Who knows? 395 00:41:28.650 –> 00:41:30.800 E: But I look at countries like Germany. 396 00:41:31.060 –> 00:41:36.020 E: I mean, that’s the thing we all point to, right? Just, like, a highly complex industrial base. 397 00:41:36.740 –> 00:41:46.039 E: They’ve managed to keep a lot of blue-collar jobs. You can not go to college or university in Germany and still have a good, decent job. 398 00:41:46.200 –> 00:41:47.440 Kay: There’s a pathway. 399 00:41:47.440 –> 00:41:54.359 E: We have so de-emphasized that, so even this Trump administration push for re-industrializing America, once again, the gripe 400 00:41:54.830 –> 00:41:56.659 E: American workers have been left behind. 401 00:41:56.900 –> 00:41:58.680 E: Yes, absolutely. 402 00:41:59.180 –> 00:42:02.630 E: And they’ve been left behind in a lot of ways. What do you think mass… 403 00:42:02.860 –> 00:42:17.019 E: illegal immigration is about. It’s about having a huge amount of labor that is super cheap and off the books. American labor should be furious at this. Any working person should be furious at the mass illegal immigration, right? 404 00:42:17.530 –> 00:42:24.839 E: Because it’s… who benefits? Why… why is nothing being done about immigration? Because people are benefiting from it, that’s why. And it’s just not the average person. 405 00:42:25.290 –> 00:42:27.120 E: And so, 406 00:42:27.360 –> 00:42:35.169 E: transit… reindustrializing the U.S, putting more… forcing countries to invest here. Yeah, that goes against all the tenets of freedom. 407 00:42:35.170 –> 00:42:35.560 Kay: Jay. 408 00:42:35.560 –> 00:42:39.460 E: It goes all the… it goes against all the tenets of a free market economy. 409 00:42:39.820 –> 00:42:45.740 E: But we need some of that, you know? We need some of that. We need… Our government to 410 00:42:46.160 –> 00:42:51.550 E: protect jobs. Protectionism is always used as a dirty word amongst free traders. 411 00:42:51.820 –> 00:42:57.180 E: But, okay, free traders, we’ve had 30 years of free trade, what the fuck? 412 00:42:57.540 –> 00:43:01.539 E: We have a country, the United States, that is about to tear itself apart. 413 00:43:02.040 –> 00:43:03.789 E: Over what free trade has done to this country. 414 00:43:03.790 –> 00:43:10.649 Kay: And free trade was never in the Constitution. That’s… that came later. What’s in the Constitution is… is abiding by 415 00:43:11.120 –> 00:43:22.670 Kay: the Constitution by the laws. I think it’s… I don’t think this country necessarily said it was ever going to be a free trading economy, but we’ve somehow believed that that’s what the U.S. has to be by default, and… 416 00:43:23.230 –> 00:43:25.750 Kay: And I think, to your point, 417 00:43:26.390 –> 00:43:35.320 Kay: You know, people have made a lot of money. That’s the truth, and people have made a lot of money in software and services, and so there’s a belief that that’s the only way to make money. 418 00:43:35.480 –> 00:43:41.970 E: Just ask your question, we won’o, who has benefited from all this free trade? The statistics tell you everything you need to know. 419 00:43:42.330 –> 00:43:46.079 E: Forget politics, forget ideology. Just be practical. 420 00:43:46.300 –> 00:43:50.300 E: What has happened to our economy? What has happened to… 421 00:43:50.480 –> 00:43:54.919 E: Life expectation. We’re the only advanced country where life expectation went down. 422 00:43:55.330 –> 00:43:56.370 E: You know, our health… 423 00:43:56.370 –> 00:43:56.690 Kay: Crazy. 424 00:43:57.090 –> 00:43:58.300 Kay: Yeah. Wages. 425 00:43:58.470 –> 00:44:03.070 E: Concentration of wealth, inequality. Look at any of these numbers. 426 00:44:03.370 –> 00:44:04.070 Kay: Hmm. 427 00:44:04.070 –> 00:44:17.459 E: And that’s what populists point to. But then their solutions are mass police in the street, warrantless arrests, arresting American citizens, arresting American citizens! How come conservatives are not losing their mind about that? 428 00:44:17.640 –> 00:44:17.980 Kay: Yeah. 429 00:44:17.980 –> 00:44:22.560 E: How come liberals weren’t losing their minds about mass immigration 430 00:44:22.820 –> 00:44:26.689 E: The threat that people on the border feel 431 00:44:27.060 –> 00:44:34.680 E: about mass immigration, the idea that you can have these, like, uncontrolled mass enclaves. 432 00:44:34.870 –> 00:44:44.699 E: of what are essentially poor working people from another country, speaking another language, it’s completely unplanned, just like the job transition was unplanned. The free market economy. 433 00:44:44.700 –> 00:44:45.040 Kay: was. 434 00:44:45.040 –> 00:44:47.060 E: And people have suffered. 435 00:44:47.400 –> 00:44:51.639 E: where’s the outrage from all of those Democrat politicians? 436 00:44:51.760 –> 00:44:57.320 E: about the damages that illegal immigration does. It’s also dehumanizing to the immigrants themselves, by the way. 437 00:44:57.450 –> 00:45:09.050 E: You know, where is the conservative outrage over the massive violations of free speech? Political prosecutions? I hear MAGA folks say all the time, well, you started it, right? 438 00:45:09.170 –> 00:45:10.050 E: So… 439 00:45:10.190 –> 00:45:17.560 E: You started it. There’s only two sides to every issue. I was a person who thought that the volume 440 00:45:17.720 –> 00:45:27.180 E: of criminal cases at the state and federal level brought against Trump was counterproductive, not practical, but also not very fair. The campaign laws that he broke 441 00:45:27.180 –> 00:45:37.919 E: How many people have broken those same campaign laws and you haven’t gone after them? How… that case against them for the campaign fraud, how is that not considered selective prosecution? I mean, really. 442 00:45:37.960 –> 00:45:38.820 E: In New York. 443 00:45:38.820 –> 00:45:41.550 Kay: Absolutely, yeah. The New York State Attorney can bring that? 444 00:45:41.550 –> 00:45:46.389 E: I’m sorry, the New York District Attorney. Like, that is super selective, right? 445 00:45:46.390 –> 00:45:46.970 Kay: you know. 446 00:45:47.490 –> 00:45:58.990 E: And the actual case, the one that Jack Smith had, that’s the real case. That’s the one that breaks our norms. If we can’t have democratic processes, none of the results matter. 447 00:45:59.220 –> 00:46:02.299 E: But people are so desperate. I get it. I totally get it. 448 00:46:02.470 –> 00:46:06.730 E: And we form these bands where you just never go against your tribe. 449 00:46:06.970 –> 00:46:11.069 E: that’s… that only benefits elites. That whole attitude. 450 00:46:11.070 –> 00:46:12.640 Kay: I’ve not heard any… 451 00:46:13.640 –> 00:46:23.310 Kay: I’ve rarely heard… actually, I’ve not heard anyone on almost either side say something in a long time, like, you know, I will… I used to have a, you know, a high school teacher that said something like, you know, I will… 452 00:46:23.720 –> 00:46:32.910 Kay: I may disagree with you, but I will fight to the death to defend your ability to… or your right to say what you have to say. I haven’t heard that kind of sentiment in a very long time. 453 00:46:33.200 –> 00:46:41.810 Kay: From either side. I think everyone… I think they all scream fire with this whole free speech thing, unless it’s them that’s being… unless it’s. 454 00:46:42.100 –> 00:46:46.729 E: That’s it. You know, Bill, I think… I love Bill Maher’s show because of this exact reason, right? 455 00:46:46.730 –> 00:46:47.230 Kay: Yeah. 456 00:46:47.230 –> 00:46:49.969 E: Well, Bill Maher has said it. Bill Maher has said, like. 457 00:46:50.150 –> 00:46:53.889 E: Like, yeah, like, you have to let people speak, and… 458 00:46:54.940 –> 00:47:14.330 E: supposedly, MAGA is obsessed over free speech, right? Rightfully so, under the Biden administration, over the discourse on COVID, lab leak theory, masking, government shutdowns, right? Like, the criticism that came from… it’s not even conservatives, it was… 459 00:47:14.600 –> 00:47:25.179 E: the, you know, I would say there was a lot of conservatives complaining about the shutdowns and the… not the shutdowns, the closures of schools, specifically, masking laws. 460 00:47:25.320 –> 00:47:40.629 E: there were a lot of far… I mean, I don’t know if you call them left, I mean, people saying left and right, that doesn’t mean anything anymore. These conscious, you know, hippie people in their enclaves in Southern California also hated vaccine mandates and mask mandates. 461 00:47:40.630 –> 00:47:41.189 Kay: That’s true. 462 00:47:41.550 –> 00:47:56.789 E: But if you cannot have a conversation about vaccines, if you cannot have a conversation about the efficacy of mask mandates, if you cannot have a conversation about what is the point of closing a school, what’s the… what are other damages being done here, right? I hear conservatives talk all the time about 463 00:47:57.110 –> 00:48:04.039 E: Shutting down the schools, you know, kids aren’t getting COVID, they can transmit it. 464 00:48:05.110 –> 00:48:18.310 E: But they’re not the ones dying in the hospitals. Well, they can transmit it to their grandparents. That’s why you’re supposed to close the schools. Also, teachers. Teachers can get COVID and die, and you want to be forced to go to work where you can die? Probably not, right? 465 00:48:18.620 –> 00:48:35.299 E: But we can’t have that conversation. They shut down that conversation on social media, right? Those were considered things that got blocked. If you cannot have those conversations in the open and make the good case for the smart, sensible policy, it will go underground and fester, and then the populist uprising, it becomes king! 466 00:48:35.720 –> 00:48:36.789 E: And those people… 467 00:48:36.790 –> 00:48:37.599 Kay: Absolutely true. 468 00:48:37.870 –> 00:48:39.729 E: And those people who felt like. 469 00:48:39.870 –> 00:48:43.660 E: their discourse was shut down, now I want to shut down your discourse. 470 00:48:43.980 –> 00:48:47.650 E: just like with the DEI initiatives. 471 00:48:48.330 –> 00:48:56.600 E: People from marginalized communities have been repressed and ignored for so long that once they had the ability to do it, they repressed and ignored other people. 472 00:48:56.600 –> 00:48:57.500 Kay: Right, right. 473 00:48:57.500 –> 00:49:00.670 E: Intolerance breeds intolerance. That’s how it works. 474 00:49:00.970 –> 00:49:03.510 E: And so, for me, you know. 475 00:49:04.270 –> 00:49:08.420 E: Why… where’s the outrage over these free speech issues? 476 00:49:08.650 –> 00:49:11.400 E: It’s because there’s ideology and partisanship. 477 00:49:11.540 –> 00:49:19.680 E: You pick a side, and you defend it. No one’s actually thinking about their politics. There are some people, right? So, I think Bill Maher is a person who really does think about their politics. 478 00:49:19.890 –> 00:49:26.970 E: Some people have managed to wiggle out of their little, like, silo that they’re in. People in the MAGA sphere, who are public figures. 479 00:49:27.540 –> 00:49:35.340 E: they will be… their power to actually influence and be part of the conversation will be taken away if they disagree with the president. So they don’t. I get it. 480 00:49:35.340 –> 00:49:37.209 Kay: Right. Just like. 481 00:49:37.210 –> 00:49:48.710 E: under the, you know, under previous administrations, if you are a CEO, if you’re a public figure, and you say something like, you know what, I actually do believe that biological sex 482 00:49:49.100 –> 00:49:52.449 E: Should be the determinant for how we deal with each other on gender. 483 00:49:52.710 –> 00:50:05.940 E: I mean, I don’t agree with that statement, but you couldn’t say that, and be a public figure, and continue to direct movies in Hollywood, or have a con… you know what I mean? Like, you couldn’t do the thing… you’re not even a political figure, but you cannot say something that’s outside… 484 00:50:06.100 –> 00:50:23.070 E: of the dogma, or you’d get crushed, and that’s what’s happening now with the MAGA movement. People who want to be reasonable are not allowed to be. Ben Shapiro goes into real time with Bill Maher and has some reasonable talking points. This whole thing with the FCC and Jimmy Kimmel, you had people 485 00:50:23.790 –> 00:50:30.070 E: suddenly realized, oh wait, you know what, actually, you can’t do that yet. Fucking Ted Cruz even said something. 486 00:50:30.290 –> 00:50:33.869 E: That’s how crazy it came, and he’s super hyper-partisan… 487 00:50:33.890 –> 00:50:37.120 Kay: And he’s… he’s one of these guys who’s very… 488 00:50:37.820 –> 00:50:42.379 E: political, and won’t be a fair arbiter on any issue, because he’s a politician. 489 00:50:42.680 –> 00:50:44.079 E: But even here, man. 490 00:50:44.080 –> 00:50:44.530 Kay: You’re not. 491 00:50:44.530 –> 00:50:47.770 E: even he managed to say something. So, to me. 492 00:50:48.660 –> 00:50:55.909 E: This… this issue of reindustrializing our economy, this issue of protecting parts of our economy. 493 00:50:56.280 –> 00:51:02.409 E: of helping workers through means that are not free market mechanisms. That is completely fine by. 494 00:51:02.410 –> 00:51:03.090 Kay: Yeah. 495 00:51:03.090 –> 00:51:05.200 E: Because I don’t have an ideology about it. 496 00:51:05.240 –> 00:51:06.170 Kay: I don’t… 497 00:51:06.170 –> 00:51:10.559 E: I’m not part of the Democratic Party, so I don’t get angry when 498 00:51:10.670 –> 00:51:13.989 E: Trump does something. I don’t knee-jerk could go against it. 499 00:51:14.120 –> 00:51:25.589 E: So, he’s used tariffs to get countries to the negotiating table, right? There are 7 countries in the region where I live that have gone to the negotiating table and are establishing a bilateral trade agreement, right? 500 00:51:25.710 –> 00:51:32.480 E: Malaysia’s gonna sign one this coming up week, if the president comes to the region. Indonesia, Cambodia, Philippines, Thailand. 501 00:51:32.730 –> 00:51:43.219 E: These are all countries that have made a huge effort to come to negotiate a bilateral trade agreement, because they have a ton of non-tariff trade barriers. For example, just one stupid example. 502 00:51:43.800 –> 00:51:50.530 E: The United States makes excellent undersea cables for power and for information, for telecommunications. 503 00:51:50.770 –> 00:51:54.239 E: We are one of the premier providers of this service. 504 00:51:54.380 –> 00:51:56.550 Kay: And so, Undersea Cables. 505 00:51:56.550 –> 00:52:00.879 E: If you want to repair an undersea cable that lands in Indonesia. 506 00:52:01.360 –> 00:52:04.640 E: the Indonesian government requires you to use 507 00:52:05.290 –> 00:52:09.829 E: Their cable repair boat to do it. 508 00:52:09.830 –> 00:52:12.970 Kay: You can’t use your own, you can’t bring a repair cable. 509 00:52:13.020 –> 00:52:14.100 E: boat… 510 00:52:14.100 –> 00:52:14.840 Kay: Into their walls. 511 00:52:14.840 –> 00:52:22.340 E: It requires… it requires a lot of maritime activity, and it takes a lot of effort and time. You’re in deep… in a deep-sea environment. 512 00:52:22.540 –> 00:52:34.460 E: you need a ship to find the cable, trace it, find the place where it’s broken, or where you need the maintenance. You need to send a crew of machines and specialized robots down to the bottom, and you need to repair the cable. 513 00:52:34.620 –> 00:52:37.059 E: And you’re operating in waters of a country. 514 00:52:37.170 –> 00:52:40.060 E: And the whole point of an undersea cable is to connect 515 00:52:40.210 –> 00:52:45.399 E: Different countries that, that otherwise wouldn’t have another good path. 516 00:52:45.570 –> 00:52:57.530 E: for telecommunications, right? 97, 98%, depending on the statistic you use or how you measure it, anywhere between 89% to 97% of all internet traffic passes through energy cables. 517 00:52:57.810 –> 00:53:06.940 E: So, we want to build more undersea cable connections in Indonesia, and all over this region, but if you want to repair that cable. 518 00:53:07.530 –> 00:53:11.630 E: you have to use their repair boat. They have one repair boat. 519 00:53:12.000 –> 00:53:21.939 E: And according to some private sources that I’ve talked to, like AP Telecom and other tech companies, that boat is never, never actually ready to be used. 520 00:53:22.570 –> 00:53:25.910 E: So, this, you know, the protectionism that Indonesia imposes. 521 00:53:25.910 –> 00:53:26.560 Kay: Yeah. 522 00:53:26.900 –> 00:53:42.309 E: severely limit, their development, because U.S. companies could come in here and land more undersea cables, create a bigger bandwidth of the internet sucks here, generally speaking, in Indonesia. But they’re protecting their own… they’re protecting their own industries, right? 523 00:53:42.700 –> 00:53:48.970 E: So, I get it, you want to protect your own industries, but then actually develop them. There is no plan, there’s only protectionism. 524 00:53:48.970 –> 00:54:06.440 Kay: It’s interesting, as you’re talking, I’m thinking how we… we have tried to make these kind of agreements before, these, like, bilateral agreements and all this stuff, and yet we did so with basically no teeth. Just like, you know, we just were like, well, we’re in the U.S, of course you want to do business with us, but we never really said, hey. 525 00:54:06.720 –> 00:54:12.809 Kay: you’re put… you have all these tariffs on us, take them down, or else. We never… that’s just not an option. 526 00:54:13.040 –> 00:54:21.320 Kay: So it is interesting to hear, you know, this different approach, and I guess what I would say, now that we’ve kind of discussed the problems 527 00:54:21.880 –> 00:54:24.980 Kay: with… The potential for losing 528 00:54:25.170 –> 00:54:30.120 Kay: freedom, some free speech. I… by the way, as an aside, I met with a client this week. 529 00:54:30.530 –> 00:54:37.279 Kay: who, she expressed to me her strong interest in one day coming to the U.S, legally. 530 00:54:37.450 –> 00:54:39.540 Kay: And I said, why? And she… 531 00:54:39.770 –> 00:54:45.189 Kay: she said, you know, in my country, I just don’t have… I can’t talk. I’m not allowed to talk, I’m not allowed to… 532 00:54:45.330 –> 00:54:52.559 Kay: to say much. She was very frustrated by it, and I… I… I had always thought, well, maybe… 533 00:54:53.840 –> 00:55:04.690 Kay: maybe she… people in her country, I won’t say what country it is, maybe I thought, well, maybe people in her country don’t know what they’re missing out on, they don’t really have anything to say anyway. There’s no… like, I don’t want you to hear that as a big complaint. 534 00:55:06.000 –> 00:55:12.810 Kay: And I have friends that live there, and they’ve even said to me, like, oh, you know, people care about not having free speech here, because 535 00:55:13.080 –> 00:55:30.549 Kay: what are they going to talk about anyway? They’re not, you know, they don’t have a lot to say. So I kind of believed that narrative, and as I talked to her, she was very honest with me and said, Noah, we do… I and a lot of my friends do do a lot of things to say, we’re just scared to say it. And it was a good reaffirmation of, like, yeah, well, that makes sense, of course. Why would… why wouldn’t you want the freedom to speak? 536 00:55:30.550 –> 00:55:42.330 Kay: And I just said to her, well, you know, I hope… I hope that we can… that we still have it by the time you do move here, if you ever do, because I’m not sure we’re gonna have it. And so, with that in mind. 537 00:55:42.780 –> 00:55:46.890 Kay: What do you think will happen. 538 00:55:47.620 –> 00:55:49.969 Kay: Realistically, is this just a… 539 00:55:50.230 –> 00:55:59.589 Kay: stirring of the pot that we kind of needed, a refresh, maybe a forest fire to kind of, like, burn everything to the ground a little bit, and then we can grow from there, and we’re bringing me back. 540 00:55:59.780 –> 00:56:03.310 Kay: Back in our, you know, our free speech. 541 00:56:03.900 –> 00:56:13.690 Kay: mindset and our following norms of the Constitution. Are we going to get back to the Constitution? What are your thoughts as somebody who studies history and politics? 542 00:56:15.080 –> 00:56:21.389 E: Yeah, I mean, so, yeah, I heard someone much smarter than me get asked this question, and he said, we need to go to war with China. 543 00:56:23.130 –> 00:56:24.859 Kay: Oh, okay. 544 00:56:25.050 –> 00:56:26.490 E: I’ll work with China, we’ll fix it. 545 00:56:26.490 –> 00:56:29.029 Kay: We’ll fix it? Okay, great. Well, that’s… that doesn’t sound… 546 00:56:29.030 –> 00:56:35.240 E: And that will unify this country and get us out of this hyper-polarized… State we’re in. So… 547 00:56:35.820 –> 00:56:36.160 Kay: But you. 548 00:56:36.160 –> 00:56:37.369 E: But it only works if you win. 549 00:56:37.370 –> 00:56:51.079 Kay: the war. Well, it kind of works if you win the war. What if you lose the war, and suddenly you really lose your freedom, because now you have, you know, one country who has different, very different values about free speech, putting their values on you. 550 00:56:51.330 –> 00:56:52.920 Kay: And very likely… 551 00:56:52.960 –> 00:56:57.119 E: So, that would require China to invade the US, which is not gonna happen. 552 00:56:57.330 –> 00:56:58.609 E: I mean, they might try. 553 00:56:58.610 –> 00:56:59.560 Kay: Well… 554 00:56:59.560 –> 00:57:00.650 E: But it won’t succeed. 555 00:57:01.550 –> 00:57:07.230 E: I mean, if you don’t believe me, just look how hard it is to govern Americans when you’re an American. 556 00:57:09.270 –> 00:57:10.140 E: So yeah, no, I mean… 557 00:57:10.140 –> 00:57:13.059 Kay: But it’s not… I mean, it doesn’t seem to me… 558 00:57:13.060 –> 00:57:16.259 E: If the US goes to war with China, it will be in the Pacific. 559 00:57:17.330 –> 00:57:20.290 E: It won’t be Red Dawn. 560 00:57:20.500 –> 00:57:24.509 E: And it won’t be the United States invading China either, right? 561 00:57:24.510 –> 00:57:24.980 Kay: Yeah. 562 00:57:24.980 –> 00:57:28.010 E: It’ll be… Missiles. 563 00:57:28.840 –> 00:57:30.210 E: I guess at that point… 564 00:57:30.210 –> 00:57:31.090 Kay: Yes, yeah. 565 00:57:31.090 –> 00:57:32.279 E: What, you know… 566 00:57:32.850 –> 00:57:39.900 E: I think this was the whole point of that, that movie on Netflix. Ethan Hawke, Julie Roberts, 567 00:57:40.700 –> 00:57:43.459 E: Ugh, this is famously produced by Obama. 568 00:57:43.820 –> 00:57:51.979 E: what war… what our next generation of war is gonna look like. Is Ukraine, if someone gets evaded, like, Taiwan might end up looking like Ukraine. 569 00:57:52.590 –> 00:57:54.500 E: But what it looks like for us. 570 00:57:54.690 –> 00:58:04.139 E: So, the things I mentioned earlier, salt typhoon, salt, you know, typhoon voltage… Yeah. Salt typhoon and volt typhoon. 571 00:58:04.470 –> 00:58:07.530 E: For those who are listening, if there’s anyone listening, look it up! 572 00:58:07.850 –> 00:58:10.570 E: They have placed… 573 00:58:11.100 –> 00:58:22.569 E: sleeper threats in our critical infrastructure. What does that look like? It looks like, you know, it looks like a sanitation plant that can no longer function, so you’re not getting fresh water. 574 00:58:22.570 –> 00:58:22.950 Kay: Right, right. 575 00:58:22.950 –> 00:58:25.020 E: It looks like you don’t have electricity. 576 00:58:25.330 –> 00:58:30.240 E: it looks like you don’t have internet. That’s what it looks like, okay? Traffic lights in your city don’t work. 577 00:58:30.240 –> 00:58:30.620 Kay: Sure. 578 00:58:30.620 –> 00:58:32.070 E: That’s what that looks like, right? 579 00:58:33.100 –> 00:58:42.380 E: bridges don’t operate if there are bridges on rivers that need to open to allow boats to go through. That’s the kind of attack we would see happen. 580 00:58:42.540 –> 00:58:50.660 E: We would see… Hacking of computer systems, both defense and in civilian hospitals. 581 00:58:50.910 –> 00:58:58.370 E: you would see missiles, potentially, being launched at U.S. targets in the Pacific. 582 00:58:58.930 –> 00:59:08.859 E: But then, if the war got bad enough, yeah, I mean, we would see missiles launch in American civilian areas. This is what we’re talking about. We’re talking about invading armies and anyone, you know. 583 00:59:09.420 –> 00:59:13.080 E: We’re not talking about PLA patrolling outside of Des Moines. 584 00:59:13.610 –> 00:59:17.450 E: We’re talking about the deaths of hundreds of thousands of Americans. 585 00:59:18.130 –> 00:59:18.800 Kay: True. 586 00:59:19.210 –> 00:59:21.140 Kay: Well, okay. 587 00:59:21.850 –> 00:59:22.180 E: Which is. 588 00:59:22.180 –> 00:59:23.409 Kay: But then there is a window… 589 00:59:23.740 –> 00:59:28.729 Kay: There are winners of wars, and there are losers of wars, and we’ve seen, we’ve seen… 590 00:59:29.890 –> 00:59:35.330 Kay: countries take over, being taken over, it’s not on… it’s not out of the question. 591 00:59:35.950 –> 00:59:38.420 Kay: You know, again, I, 592 00:59:39.180 –> 00:59:41.430 Kay: What I would say is, it’s interesting, I… 593 00:59:41.830 –> 00:59:50.499 Kay: I was thinking about the wars that the West has fought in Asia in the past 100 or so years. Let’s think about this for a moment. 594 00:59:52.360 –> 00:59:58.840 Kay: outside, whenever you’ve had… and this is, again, I’m not a historian, so I could be wrong about this, but whenever I’ve… 595 00:59:58.840 –> 00:59:59.220 E: True. 596 00:59:59.220 –> 01:00:05.080 Kay: heard of or seen, a Western power fighting a war against an Asian power. 597 01:00:05.430 –> 01:00:07.440 Kay: The track record is… 598 01:00:07.660 –> 01:00:13.429 Kay: pretty bad for the Western powers in terms of actual success. There’s only one instance in which 599 01:00:14.000 –> 01:00:27.790 Kay: an Asian power surrendered to a Western power that I can think of, and that would have been Japan, but after a nuclear… two nuclear weapons were used. Before that, there was no intention of surrendering, despite losing, despite 600 01:00:27.790 –> 01:00:35.619 Kay: You know, despite the fact that they probably should have, and it would have been wise to, they… there’s many stories about how they had zero intention of ever surrendering. 601 01:00:35.840 –> 01:00:43.500 Kay: you look at Vietnam, truce. You look at Korea, truce, very hard to beat, very hard… these were very. 602 01:00:43.500 –> 01:00:46.639 E: Actually, Korea has no choice right now. It has a ceasefire. That’s it. 603 01:00:46.640 –> 01:00:47.740 Kay: As far as what I meant. 604 01:00:47.740 –> 01:00:49.310 E: There’s no… there’s no peace treaty. 605 01:00:49.310 –> 01:00:59.599 Kay: Yeah. Mostly just it didn’t work. Like, there was no… there was no taking over the country. There was no… like, we made all this progress, now we have won, we’ve gotten their. 606 01:00:59.600 –> 01:01:03.960 E: Well, actually, the only reason South Korea exists is because we fought that war, right? 607 01:01:04.620 –> 01:01:13.249 Kay: Absolutely, and I think about that because I happen to be married to a South Korean, and I often think… I often think and say to her. 608 01:01:13.590 –> 01:01:14.410 Kay: You’re welcome. 609 01:01:15.240 –> 01:01:18.690 Kay: No, but I say, it’s interesting that you were born 610 01:01:18.930 –> 01:01:24.410 Kay: If you had been born 100 miles north of where you were born, you might not, you know. 611 01:01:24.610 –> 01:01:32.619 Kay: 30 miles, you might not be actually a free person, and what it… it’s kind of shocking. And yeah, if the U.S. had not been there. 612 01:01:32.770 –> 01:01:44.799 Kay: Because we’ve talked about, you know, the U.S. was good with its dominance and stuff, and it’s like, well, in this case, it was a very… it was thankfully a very good, in many ways, it was… it led to a lot of… 613 01:01:44.930 –> 01:01:52.889 Kay: of prosper… prosperous people in a country, and on the other side, complete poverty. So, it’s all complicated, but what I would say is. 614 01:01:53.110 –> 01:02:01.080 Kay: my thought about… about the U.S. getting into a war with China does… I’m very, 615 01:02:01.330 –> 01:02:07.740 Kay: I’m very… skeptical of an easy win, let’s just say that. I would be a very difficult player. 616 01:02:07.740 –> 01:02:25.660 E: I think you’re absolutely right. Because you’d have to define, right, what does winning look like? The most popular, I guess the most probable scenario is China attempts to assert control over Taiwan militarily, in which the U.S. and our allies, including maybe Japan, Korea, maybe Australia, respond. 617 01:02:25.910 –> 01:02:30.729 E: Yeah. And there are different scenarios that have been drafted up that are available for public consumption. 618 01:02:31.080 –> 01:02:35.510 E: But what it looks like is initially a skirmish over Taiwan. 619 01:02:35.730 –> 01:02:46.099 E: there is no skirmish over Taiwan that does not immediately result in China attacking U.S. military targets in the first island chain. That’s the number one thing that happens, right? So… 620 01:02:46.360 –> 01:02:49.190 E: you know, Guam, 621 01:02:49.400 –> 01:02:55.489 E: I don’t know if the… well, so we have missiles, right? We have missiles, stationed in, Japan? 622 01:02:55.600 –> 01:02:59.149 E: Korea, Philippines, those were all targets? 623 01:02:59.730 –> 01:03:08.690 E: We have islands, Pacific Islands, where we’ve put, equipment. We’re placing more and more Marines and equipment in Australia. 624 01:03:08.960 –> 01:03:20.319 E: So, yeah, I mean, those are all targets. There’s no way China would make an aggressive military move in Taiwan without attacking these targets. The minute we respond. 625 01:03:20.760 –> 01:03:27.950 E: they might try it, and then see how we respond. That’s the whole point. China has this thing called these gray zone tactics, in which 626 01:03:28.030 –> 01:03:43.790 E: they raise the temperature, little by little, right? So, every year, if you pay attention, there’s an unprecedented move that China has done that is not outright war. Every year, they do this. So, first, if a Taiwanese president even utters any phrase that 627 01:03:43.810 –> 01:03:51.020 E: goes against the one… China’s one child, one… one China… Principle. 628 01:03:51.500 –> 01:04:09.609 E: they do military exercises, right? So now they consider almost everything provocative. Elections are provocative. And they… the… if you look at a map of Taiwan, where they have sent their military to do drills, they train in their military drills to cut off Taiwan completely, by sea and by air. 629 01:04:10.000 –> 01:04:13.760 E: And they’ve been more aggressive about where they do the drills, and that’s how they communicate. 630 01:04:14.240 –> 01:04:17.870 E: Their intentions is where they do the exercises. 631 01:04:18.110 –> 01:04:27.420 E: And every year, they ratcheted it up. And the idea is that eventually, because of these gray zone tactics invading their airspace, they violated Japan’s airspace. 632 01:04:27.880 –> 01:04:31.139 E: Every time they do this, it is provocative, but only a little bit. 633 01:04:31.420 –> 01:04:37.509 E: So, all these gray zone tactics get to the point where, by the time they’re ready to actually do what they’re gonna do. 634 01:04:37.920 –> 01:04:47.900 E: they will have been able to assert physical control over the island and defend it before we’re able to respond, because they do so many things that are on the verge of it anyway. It might look like a military exercise when they do it. 635 01:04:48.290 –> 01:04:56.380 E: But then it’s just a full-on cutting off of the island. They fight people on the island while they keep us away from it, right, by denying us 636 01:04:56.440 –> 01:05:09.430 E: the area, by sea, using anti-ship missiles, by air, by using, drones, drone swarms, by using radar technology, by using missiles. 637 01:05:09.580 –> 01:05:16.969 E: They basically deny us access to that area just long enough to get control of the island, and once they have control of the island. 638 01:05:17.420 –> 01:05:19.040 E: We would have to invade… They’re credited. 639 01:05:19.040 –> 01:05:20.749 Kay: They’ve been drilled to show that they can do it. 640 01:05:21.260 –> 01:05:26.559 E: Exactly, and… but they’ve been… they’ve been working their way towards that, little by little, these gray zone tactics and provocation. 641 01:05:26.560 –> 01:05:28.470 Kay: Interesting question, though. 642 01:05:28.830 –> 01:05:33.680 Kay: because maybe 5 years ago, my thought was, wow, China… 643 01:05:33.880 –> 01:05:46.940 Kay: seems like they will need to take over Taiwan if they really want to seal their deal of the future. And my sense recently, as I’ve been thinking about this, is maybe it’s a moot point anyway to take over Taiwan? 644 01:05:47.040 –> 01:05:55.239 Kay: it might just be a little trophy for them, because the truth is two things, like, let’s say they take over them right now, today. Well, without, 645 01:05:55.950 –> 01:06:02.639 Kay: Without, ASL bar. Let’s see if I can speak. ASML. Without ASML… 646 01:06:03.430 –> 01:06:11.219 Kay: all they have are factories that can’t make real chips past the ones that… basically, you freeze 647 01:06:11.650 –> 01:06:15.369 Kay: Progress, because you can’t get the lithography. 648 01:06:16.150 –> 01:06:24.619 Kay: So what’s the benefit? What’s the big prize there? You get just current generation chips, and that’s it. That’s not a huge prize, and it’s certainly not worth 649 01:06:25.420 –> 01:06:30.209 Kay: The risk of a big war and all the fallout from that, just to get a locked-in technology. 650 01:06:30.210 –> 01:06:33.799 E: Yeah, but you disrupt advanced chip supply for the world. 651 01:06:33.800 –> 01:06:44.629 Kay: I guess so, but you do it for yourself, too. It’s a big cost for, again, a frozen technology. The moment you invade, you’ve frozen those chips in place. They cannot progress anymore. 652 01:06:44.820 –> 01:06:53.070 Kay: Now, if, on the other hand, if you put your focus, instead of trying to waste your time on Taiwan, and you put your focus on trying to replicate ASML, 653 01:06:53.710 –> 01:06:57.849 Kay: you have a much better chance of the future. And you don’t even have to get into war for it. 654 01:06:58.610 –> 01:06:59.779 Kay: So I would say, again. 655 01:06:59.780 –> 01:07:00.390 E: meals. 656 01:07:00.830 –> 01:07:08.840 E: So, the, you know, the Chinese Communist Party tends to be very, practical and, kind of, like, benefit-focused for their people. 657 01:07:09.140 –> 01:07:10.369 E: Not on this issue. 658 01:07:10.540 –> 01:07:13.100 E: This is deeply personal. Every… 659 01:07:13.650 –> 01:07:30.370 E: Chinese person who’s grown up in mainland China has been taught that Taiwan is China’s little sister, it is a member of their family that has been, you know, torn away by Western powers, and that they deserve to have Taiwan back under full Chinese control. 660 01:07:30.450 –> 01:07:45.080 E: It is non-negotiable, it is one of their highest priorities, and it is completely nonsensical. But so many parts of national priorities are nonsensical. I mean, you look at America’s priorities, you could probably find some nonsensical things. 661 01:07:45.080 –> 01:08:00.010 Kay: But wouldn’t you wait… from a practical point of view, yes, you may really want this, but wouldn’t you wait until you had full… again, once you get those… that lithography technology as equivalent to the Dutch, you have all the pieces to basically 662 01:08:00.040 –> 01:08:10.019 Kay: outpace the rest of the world in ships. And once you get that, now you can really go to town with your military, and then once you get to a certain level, that’s the time to take over Taiwan. Not before that. 663 01:08:10.290 –> 01:08:11.289 Kay: I would say wait until. 664 01:08:11.290 –> 01:08:11.760 E: Yeah. 665 01:08:11.760 –> 01:08:21.080 Kay: get all the pieces in place, maybe 10, 15 years, you can wait a little bit, you wait this long, then go after, once your military is unstoppable with amazing AI robots. 666 01:08:21.080 –> 01:08:30.349 E: If they were being rational, yeah, I think that would totally be a thing. However, this is one of the areas of their policies that are completely not rational. It’s… And as I’ve said. 667 01:08:30.350 –> 01:08:33.070 Kay: Knowing how many Dutch people I’ve met. 668 01:08:33.420 –> 01:08:51.749 Kay: are, I would say, quite blase about, China taking their amazing technology, and I don’t think they even would care that much. Like, I think they’re almost reluctant, as I said, to follow, because they’re kind of like, yeah, the US is bossing us around, telling us, like, we can’t export this to China. They were happy to do it before. 669 01:08:51.950 –> 01:08:55.720 Kay: And I think the only reason they’re not doing it is because they’ve been told not to. 670 01:08:55.870 –> 01:09:01.639 Kay: But if… But do they really care? No. And do they… 671 01:09:01.810 –> 01:09:06.139 Kay: would they be like, yeah, no big deal? If they saw… 672 01:09:06.350 –> 01:09:09.999 E: If some IT guy saw some weird stuff going on in the network. 673 01:09:10.069 –> 01:09:11.880 Kay: with some Chinese characters. 674 01:09:12.319 –> 01:09:12.930 Kay: Yeah, maybe. 675 01:09:13.359 –> 01:09:22.209 Kay: Maybe he’d report it, maybe he’d be like, well, yeah, they’re stealing from us, who cares? I don’t know, this is my uninformed mindset, but knowing 676 01:09:22.759 –> 01:09:32.359 Kay: Knowing some Dutch people, and stereotyping them, I don’t think they give a shit. I think they’d be like, too bad, things happen. You know, what should we do? 677 01:09:33.700 –> 01:09:35.889 E: Oh, they’re Italian, suddenly, from New Jersey. 678 01:09:38.020 –> 01:09:41.719 E: Yeah, okay, they took the chips, okay. 679 01:09:41.720 –> 01:09:42.880 Kay: Thankfully. 680 01:09:42.880 –> 01:09:43.640 E: I’ll be smoking the crap. 681 01:09:43.649 –> 01:09:50.379 Kay: Thankfully, Italians are not the ones with the technology, otherwise it’d be way worse. They’d be like, yeah, you go! 682 01:09:51.270 –> 01:09:55.770 Kay: The Dutch would be like, hey, I’m making chips over here! 683 01:09:56.660 –> 01:09:59.990 E: Alright, well, I think we’ve reached the natural end of this discussion. 684 01:10:00.770 –> 01:10:08.420 Kay: I think so, I think so. This has been, this has been good. Tell me about your workout routine, though, since you started with this. What is your, 685 01:10:08.520 –> 01:10:11.190 Kay: Tell me about your personal… tell me about the personal, what’s going on? 686 01:10:11.190 –> 01:10:12.409 E: Absolutely, man, front Delta B. 687 01:10:12.410 –> 01:10:13.029 Kay: he started… 688 01:10:13.030 –> 01:10:15.830 E: We capped out by my, 689 01:10:15.990 –> 01:10:19.580 E: inclined bench press, so when I do my splits… 690 01:10:19.690 –> 01:10:31.120 E: I put some, cable, side raises, you know, create that full load at, full extension to… 691 01:10:31.900 –> 01:10:36.690 E: to go ahead and stimulate that peak hyperpathy. It’s an S-tier exercise. 692 01:10:36.690 –> 01:10:38.239 Kay: Hypertrophy? You… yeah. 693 01:10:38.240 –> 01:10:48.200 E: you have to get… see, you gotta… you have load at full extension, my friend. That’s where the… study after study, science-based weightlifting will tell you. 694 01:10:48.200 –> 01:10:49.989 Kay: Remind me of, like, the Music Man. 695 01:10:49.990 –> 01:10:59.939 E: you want the muscle to be at full stretch, you know what I mean? And those side delts, man, yeah, you can hit those with front raises, and I do have plenty of those in there. I don’t want anyone tweeting at us about that. 696 01:11:00.580 –> 01:11:02.510 E: I do have plenty of. 697 01:11:02.510 –> 01:11:04.780 Kay: Up right below, do you have the… do you have the setup? 698 01:11:04.780 –> 01:11:07.399 E: Then you have upright rows, leave with the elbow. 699 01:11:07.700 –> 01:11:17.749 E: Obviously, please don’t write to us about that, they’re in there, you know, just because I haven’t mentioned it, they’re in there. But, because you gotta switch it up, get the body guessing, but also to create 700 01:11:18.070 –> 01:11:31.749 E: just the load applied at full stretch, you need to get that… that side, shoulder muscle. The arms gotta come down, and you need resistance. You can’t do that with gravity in a dumbbell, everyone knows that. 701 01:11:31.960 –> 01:11:39.669 E: And so, you need to get that cable to pull your shoulder a full extension, that way you can pull up against it with a slap. 702 01:11:39.670 –> 01:11:40.309 Kay: And. 703 01:11:40.310 –> 01:11:42.469 E: Outward angle, towards the front. 704 01:11:42.470 –> 01:11:50.600 Kay: Free weights be a little more effective, since you seem to be such an enthusiast? Aren’t free weights the way to go? Machines seem to be. 705 01:11:50.600 –> 01:11:54.750 E: No, man, this is a… oh, man, how much time do we have? This is such an angry… 706 01:11:55.720 –> 01:12:04.630 E: view, I don’t even know where to begin to talk about this. Yes, under certain conditions, the free weights. 707 01:12:04.630 –> 01:12:23.480 E: will help build up the stabilizer muscles, but then we gotta come back to basics, man. What do you want to do? This is just like how America hasn’t had a fully coordinated, well-thought-out jobs transition for the 21st American century economy. You are not fully planning out a muscle transition plan 708 01:12:23.480 –> 01:12:30.140 E: For muscles of the 21st century, my friend. We both got dad bods, I know that. I have a fat one, you have a skinny one. I get it. 709 01:12:30.450 –> 01:12:40.430 E: But, I’m telling you right now, free weights are great for being able to build the stabilizer muscles, but you’re not gonna get the maximum growth out of that. Maybe guys like you and me should focus. 710 01:12:40.430 –> 01:12:41.589 Kay: You kind of look like you know what you’re. 711 01:12:41.590 –> 01:12:54.690 E: How are you going to get the resistance and the load applied at full stretch of the muscle, which is how you stimulate muscle growth? How are you going to get that when the position you’re in and the way that gravity is pointing. 712 01:12:54.690 –> 01:13:03.149 E: Does that actually lead to it. I’ll give you a little example. Side raises. You put that arm down by your side, the weight pulls down towards gravity. 713 01:13:03.280 –> 01:13:08.580 E: your muscle has absolutely… that shoulder or side muscle has no tension in it. You got no tension. 714 01:13:09.050 –> 01:13:12.679 Kay: You remind me of that podcast I was telling you at the beginning, and… 715 01:13:12.870 –> 01:13:19.930 Kay: I have to say, you’re really chan- it’s almost like you’re channeling him. He’s a total know-it-all, and he will pontificate. 716 01:13:20.250 –> 01:13:21.110 E: Yeah. 717 01:13:21.110 –> 01:13:23.239 Kay: 4 hours on end about such a… 718 01:13:23.240 –> 01:13:28.529 E: I mean, I just pretended… I just pretended for 3 minutes, and I kind of want to take a shower. I feel disgusted. 719 01:13:29.410 –> 01:13:38.439 Kay: Well, what is… but seriously, though, what is going on? Let’s hear the personal… we’ve done… I think this is a good model, by the way. I think… I think we should always start 720 01:13:38.700 –> 01:13:39.260 Kay: with a… 721 01:13:39.260 –> 01:13:41.010 E: It’s ending on a bullshit topic, okay? 722 01:13:41.010 –> 01:13:43.089 Kay: And then zoom in on the personal… 723 01:13:43.630 –> 01:13:44.399 E: Does he mean on the person? 724 01:13:44.400 –> 01:13:45.210 Kay: Next one on… 725 01:13:45.210 –> 01:13:47.259 E: I’m probably about 20. 726 01:13:47.260 –> 01:13:47.600 Kay: Keenan. 727 01:13:47.600 –> 01:13:50.009 E: 25 pounds overweight. It drives me insane. 728 01:13:50.010 –> 01:13:53.030 Kay: And it doesn’t have to be about your health, by the way, but I… let’s go there. 729 01:13:53.030 –> 01:13:59.959 E: That’s fine. No, no, I want to. I want to, man. I got here, and I got a doctor to prescribe me Ozempic. 730 01:13:59.960 –> 01:14:00.380 Kay: Oh, yeah. 731 01:14:00.380 –> 01:14:04.329 E: Body fat percentage is technically in the obese range, it’s over 30%. 732 01:14:04.660 –> 01:14:05.540 E: I got a prescription. 733 01:14:05.540 –> 01:14:06.910 Kay: How is that? Have you tried it? 734 01:14:06.910 –> 01:14:23.120 E: I tried the… you know, you titrate up towards a higher dose, so we went from 0.25 to 5… 0.5, I’m sorry. The .5 dose was working for a little bit, but I plateaued, man. Like, I basically jumped… my weight goes up between 210 pounds down to 203. 735 01:14:23.740 –> 01:14:26.049 Kay: It kind of seem to break out of that bandwidth. 736 01:14:26.080 –> 01:14:34.029 E: So for me, you know, each person’s health goals are separate, so for my health goal is, you know, 20% body fat. 737 01:14:34.790 –> 01:14:40.670 E: when I’m just kind of hanging out and having fun. I can get it down to 17%, when I want to train up and look good. 738 01:14:40.760 –> 01:14:51.679 E: That’s my goal, right? I’m far from that goal, I’m at 30%. How you get that percentage to go down? You increase the amount of muscle, you decrease the amount of fat. Pretty straightforward, right? So, it’s really hard. 739 01:14:51.720 –> 01:15:05.090 E: You can do it. Studies have… there are studies out there now that show us that you can gain muscle and lose fat at the same time. We’re talking about very small deltas, though. You’re losing a little bit of fat over time, you’re using… you’re gaining a little bit of muscle over time. 740 01:15:05.090 –> 01:15:05.580 Kay: True. 741 01:15:05.580 –> 01:15:13.269 E: typically through what they call Zone 2 cardio, basically like fast walking. If you fast walk for 30 to 45 minutes every day. 742 01:15:13.610 –> 01:15:16.560 E: You are more likely to expend fat 743 01:15:16.990 –> 01:15:22.439 E: then other sources of energy that your body looks for, right? The first place your body goes for energy is glucose. 744 01:15:22.710 –> 01:15:30.349 E: You know that, the second, you know, it’ll go after what is easily available. If you’re doing hard cardio. 745 01:15:30.480 –> 01:15:33.629 E: you’re probably gonna end up losing muscle, right? It’ll go for muscle. 746 01:15:33.950 –> 01:15:36.759 E: If you have a less intense exercise. 747 01:15:36.950 –> 01:15:41.250 E: 85… was it 60% to 80% of max heart rate? 748 01:15:41.450 –> 01:15:47.699 E: Then, you have more of a fat-burning… but you’re always burning a little bit of everything. 749 01:15:47.700 –> 01:15:52.259 Kay: You know, it’s not like your body just switches automatically to just one whole energy source. 750 01:15:52.590 –> 01:15:58.970 E: So, also, there’s a study that showed, I recently heard about on, Hubberman’s podcast, which I really like. 751 01:15:59.280 –> 01:16:01.000 Kay: Oh, you’re an independent, okay. 752 01:16:01.000 –> 01:16:02.389 E: an exercise scientist. 753 01:16:02.510 –> 01:16:10.830 E: Talked about a study that showed that whether you’re fasted or not makes no difference, over the course of the day of, calories burned, and… 754 01:16:11.200 –> 01:16:19.759 E: there was this, controlled study which he cited about, I can’t remember if they were athletes or not, 755 01:16:20.160 –> 01:16:23.189 E: But basically, they had one group doing… 756 01:16:23.190 –> 01:16:26.750 Kay: Zone 2 cardio, which is, like I said, you know, fast walking. 757 01:16:27.210 –> 01:16:29.130 E: For 30 to 45 minutes a day. 758 01:16:29.550 –> 01:16:32.229 E: And then some, weightlifting routine. 759 01:16:32.470 –> 01:16:35.539 E: And the key was that, 760 01:16:35.680 –> 01:16:41.220 E: They were at a slight… this is a controversial part, they were at a slight calorie surplus. 761 01:16:41.330 –> 01:16:43.949 E: But they still manage to lose fat and gain muscle. 762 01:16:43.950 –> 01:16:44.340 Kay: That’s cool. 763 01:16:44.340 –> 01:16:45.959 E: But… I have seen… 764 01:16:45.960 –> 01:16:50.650 Kay: by the way, as a diabetic, that the 30 minutes after I eat. 765 01:16:50.650 –> 01:16:51.210 E: Oh, yeah. 766 01:16:51.210 –> 01:16:52.120 Kay: Blood sugar drop. 767 01:16:52.120 –> 01:16:52.580 E: We don’. 768 01:16:52.580 –> 01:17:02.600 Kay: amazing results of just pure… like, it is incredible, the difference of not walking versus… and it’s not very much time, so it is absolutely the case that you can really help your 769 01:17:03.430 –> 01:17:06.880 Kay: I would guess that would have a big impact on insulin resistance. 770 01:17:07.320 –> 01:17:12.609 E: Oh, I mean, that’s it. So, you know, Andrew Aberman talks about this on his podcast. He says, basically. 771 01:17:12.830 –> 01:17:15.880 E: You know, two ways of getting into the fasted state. 772 01:17:16.350 –> 01:17:22.659 E: One is to absorb the blood sugar, and there are drugs that do that, which she did not recommend, because it’s a doozy on your body. 773 01:17:22.660 –> 01:17:23.700 Kay: be, like. 774 01:17:23.700 –> 01:17:24.040 E: but the. 775 01:17:24.040 –> 01:17:25.760 Kay: Oh, okay, like, different drugs, okay. 776 01:17:25.960 –> 01:17:29.180 E: Yeah, drugs that actually extract the glucose from the blood. 777 01:17:29.180 –> 01:17:31.259 Kay: Yes, I agree, that’s not… not great. 778 01:17:31.260 –> 01:17:35.780 E: And he said, the other way, which is really easy to do, is just walk for 30 minutes after you eat. Okay. 779 01:17:35.780 –> 01:17:40.760 Kay: So Ozempic is, though, not a targeting… it’s not… it’s not removing the blood… 780 01:17:40.980 –> 01:17:43.580 E: No, it’s a GLP drug. 781 01:17:43.580 –> 01:17:44.260 Kay: eating. 782 01:17:44.550 –> 01:17:51.040 E: Yeah, so it, it controls, yeah, it controls… The basic human digestion process. 783 01:17:51.040 –> 01:17:57.919 Kay: But that does say, you know, as you’re talking about, like, the way to lose weight or, you know, or to lose fat. 784 01:17:58.280 –> 01:18:09.119 Kay: being exercise, it does still say a lot about diet, because basically what Ozempic is doing is helping on the dietary side, not the exercise side, and the effects of that are pretty… 785 01:18:09.120 –> 01:18:09.940 E: Absolutely. 786 01:18:10.990 –> 01:18:23.480 E: Absolutely, and it’s, you know, so for me, I need most help on the diet side. I love exercising, I exercise all the time. I’ve gotten… I’ve been doing… 787 01:18:23.620 –> 01:18:29.079 E: This is exercise protocol that I really like, because it’s easy to do. Anything that’s… anything that you can stick with is the right. 788 01:18:29.080 –> 01:18:29.450 Kay: Yes. 789 01:18:29.450 –> 01:18:30.559 E: plan, right? Like… 790 01:18:30.560 –> 01:18:31.260 Kay: Totally. 791 01:18:31.260 –> 01:18:34.690 E: You can have the best plan, but if you only do it twice, then you say, fuck this. 792 01:18:35.000 –> 01:18:36.030 Kay: Yeah, I agree. 793 01:18:36.030 –> 01:18:36.970 E: Great plan, right? 794 01:18:37.200 –> 01:18:40.490 Kay: Yeah. So, so for me, it’s been. 795 01:18:40.580 –> 01:18:43.389 E: it’s been this Body for Life thing, it’s… it’s 20. 796 01:18:43.390 –> 01:18:48.469 Kay: Alyssa, did my… My wife did that many years ago, and she loved it. 797 01:18:49.220 –> 01:18:55.049 E: Yeah, I mean, it’s all about what you can stick with, because it won’t be effective if you can’t stick with it, right? I mean, that’s just the basics. 798 01:18:55.200 –> 01:19:04.559 E: So, for me, lately it’s been great at getting me to the gym and getting me exercising. I’ve noticed that, like, my overall, like, physical fitness has improved. 799 01:19:04.900 –> 01:19:08.599 E: And it’s, you know, it’s lifting weights. 800 01:19:09.210 –> 01:19:11.250 E: It’s lifting weights 3 times a week. 801 01:19:12.200 –> 01:19:13.170 E: And it’s doing a circuit. 802 01:19:13.780 –> 01:19:17.089 E: And, you know, 5 body parts, and then… 803 01:19:17.230 –> 01:19:34.859 E: It’s 5 body parts, and you do, like, a 35-minute routine. So, it’s not ideal for building muscle. It’ll help you maintain muscle while you’re trying to lose weight, which, at this point, was all I’m hoping for. Because when I focus too much on building muscle, I notice my diet goes to hell. 804 01:19:35.380 –> 01:19:36.050 E: Yeah. 805 01:19:36.050 –> 01:19:39.159 Kay: Makes sense. Hold on one second. Hold on one second. 806 01:19:39.490 –> 01:19:40.740 E: I’m mud! 807 01:19:40.960 –> 01:19:41.600 E: Bye. 808 01:19:44.100 –> 01:19:55.949 Kay: Well, that’s cool. I’m glad you’re, I’d like to hear how… I am curious about the Ozempic stuff, because it seems like a pretty amazing drug. I’m curious to see how it will… how you like it in the long run. 809 01:19:56.440 –> 01:19:57.780 Kay: So my… 810 01:19:57.780 –> 01:20:01.590 E: But my doctor told me that in Indonesia, Wegovy just became available, so now he switched me. 811 01:20:01.590 –> 01:20:02.470 Kay: Oh, okay. 812 01:20:02.700 –> 01:20:03.130 E: Which is… 813 01:20:03.130 –> 01:20:04.229 Kay: Alright, same idea, right? 814 01:20:04.230 –> 01:20:09.179 E: I think it’s for diabetes, Wegovy is for… Actual weight loss, so… 815 01:20:09.370 –> 01:20:13.859 Kay: Oh, cool, okay, very good. I’m… kind of to your point. 816 01:20:14.060 –> 01:20:18.739 Kay: I’ve been doing this thing, and I’ve just recently restarted again, because I was feeling like a… 817 01:20:18.860 –> 01:20:20.759 Kay: Gross worm a few months ago. 818 01:20:21.610 –> 01:20:30.499 Kay: just, like, not exercising. I had been… I’ve been, like, doing hiking every… a few times a week, but what… and… and late… basically, like, rucking, I don’t know if you’ve heard of rucking, but, like, you put. 819 01:20:30.500 –> 01:20:31.109 E: Yeah, of course. 820 01:20:31.760 –> 01:20:33.539 Kay: Backpack, and you walk around. And that was a kind. 821 01:20:33.540 –> 01:20:34.499 E: Are you very popular. 822 01:20:34.500 –> 01:20:38.580 Kay: But I wasn’t doing it enough, it was a big ordeal to get out there and actually do it. 823 01:20:39.520 –> 01:20:45.650 Kay: So I just took up, again, this thing called the X3 bar, I think it’s called? X3? 824 01:20:45.950 –> 01:20:52.519 Kay: And it is the closest thing I’ve gotten to the exercise that just worked for me, like you’re saying. It’s basically… 825 01:20:52.770 –> 01:21:02.809 Kay: You get a bar, and you have 4 bands of different, you know, strengths, and you just do this four-exercise routine 826 01:21:03.140 –> 01:21:12.920 Kay: Every day. And it… if you’re spending more than 12 or 13 minutes doing it, you’re doing it wrong. Like, you should do the entire thing in 12 minutes. 827 01:21:13.150 –> 01:21:16.060 Kay: Which is perfect for me, because I hate exercise. 828 01:21:16.550 –> 01:21:22.329 Kay: And… I won’t do it if it’s an hour. I just won’t do it. But if I can do it… 829 01:21:22.660 –> 01:21:26.960 Kay: What I’ve noticed that works for me is, if I can do this within 12 minutes. 830 01:21:28.530 –> 01:21:34.389 Kay: And I basically make a rule for myself, like, I can’t have a second cup of coffee that day until I get it done. 831 01:21:35.040 –> 01:21:45.139 Kay: Then I found that that combination works pretty well. Like, I want the coffee, I’m tempted to go get it, and then I’m like, alright, oh, that’s right, I have to do my 10-minute workout, basically. 832 01:21:45.360 –> 01:21:48.460 Kay: And I have to say, I feel amazing. It’s been… 833 01:21:48.610 –> 01:21:52.720 Kay: 2 months now since I’ve been doing it every single day. I’ve maybe missed, like, 3 or 4 days. 834 01:21:53.480 –> 01:21:57.219 Kay: But because it’s so quick and easy, I’ve been able to just keep it going. 835 01:21:57.360 –> 01:22:05.560 Kay: And at the beginning, I was, like, killer. I could barely do any of the exercises, and now it’s, like, I’m just finding it to be super easy, because I guess I built the muscle now. 836 01:22:05.770 –> 01:22:12.980 Kay: But anyway, that’s, that’s been a really easy one, and it’s like, you can pick up, like, the kit on Amazon for, like, 50 bucks. 837 01:22:13.260 –> 01:22:18.620 Kay: And just do it at home. So it’s been… it’s been nice for us. So for those who are looking for an easy… 838 01:22:19.250 –> 01:22:25.879 Kay: exercise routine that they don’t have to go anywhere. And also, you can throw it in your suitcase and just kind of travel with it, too, which is nice. 839 01:22:26.360 –> 01:22:27.070 Kay: So… 840 01:22:27.880 –> 01:22:35.120 Kay: Something to think about when you’re on the road. But that’s about it. I’m, we’re still trying to get to Thailand. We are applying for the visa right now. 841 01:22:35.860 –> 01:22:42.930 Kay: And we have to have, $32,000 at least, in our account, and not touch it for… 842 01:22:43.330 –> 01:22:45.500 Kay: A few months, and so, 843 01:22:46.040 –> 01:22:54.029 Kay: We’re gonna be, starting that this month, and, trying to live as fugly as possible so that we don’t dip into that $32K. 844 01:22:54.330 –> 01:23:04.220 Kay: And then once we’re… once they approve us, we can, I guess we might get, like, 5 years, which is a crazy amount of time before they actually approve it. Pretty… pretty damn good visa. 845 01:23:04.560 –> 01:23:05.210 Kay: So, anyway… 846 01:23:05.210 –> 01:23:07.099 E: Oh, wow. Okay. Nice. 847 01:23:07.100 –> 01:23:07.980 Kay: That’s impressive. 848 01:23:08.400 –> 01:23:19.290 Kay: So anyway, that’s the… that’s the goal. We’re hoping… hoping to get approved for that. Again, it’s up to them. We don’t know, you know, whether it’s gonna be or when it’s gonna be, but if we get approved sometime in January, we’re… 849 01:23:19.490 –> 01:23:27.820 Kay: We’re gonna take off and move across the world, and I’ll be, I think, in your time zone, or near there, from what I can see. 850 01:23:28.280 –> 01:23:29.470 Kay: So that should be cool. 851 01:23:30.200 –> 01:23:35.510 E: Nice! Yeah, man, that’d be super awesome. Yeah, let’s, let’s continue to… 852 01:23:35.970 –> 01:23:39.329 E: keep updating us on that. Yes, I will update the group. 853 01:23:39.330 –> 01:23:40.929 Kay: Yeah, I will update you. 854 01:23:41.060 –> 01:23:43.480 Kay: Or the group, the people listening. 855 01:23:43.660 –> 01:23:50.640 Kay: Alright, great. Well, this has been… I think that’s all I got. Anything else you wanna bring up? What are you… what are you gonna be doing the rest of your day today? 856 01:23:51.350 –> 01:23:56.849 E: Oh, man, we just, so we… when we moved here, we had a bunch of our stuff shipped over… 857 01:23:59.120 –> 01:24:04.709 E: what do you call that? Maritime freight. Oh, yeah. And so I just arrived. So we’re… 858 01:24:04.710 –> 01:24:06.279 Kay: Wow, how long has it been? 859 01:24:06.880 –> 01:24:08.119 E: A couple months. 860 01:24:08.590 –> 01:24:09.000 Kay: Okay. 861 01:24:09.000 –> 01:24:12.209 E: So we’re… we’re still putting stuff away, man. 862 01:24:12.610 –> 01:24:15.699 E: Like, woof, we got so much stuff. 863 01:24:16.590 –> 01:24:22.290 E: So, I mean, it’s good, I love having stuff, I love products, You know… 864 01:24:22.290 –> 01:24:28.260 Kay: I think that I would be tempted to do that, and the problem is I’ll probably want to send myself a lot of junk, a lot of heavy junk that I don’t need. 865 01:24:28.550 –> 01:24:31.120 Kay: And, so I’m… I… 866 01:24:31.120 –> 01:24:34.610 E: Hmm, maybe I have to think about this, whether I should do that or not. Yeah, man, especially. 867 01:24:34.610 –> 01:24:34.940 Kay: I mean. 868 01:24:34.940 –> 01:24:38.670 E: kids… It’s kind of a challenge. I mean, it’s not impossible, I know people who’ve done it. 869 01:24:38.770 –> 01:24:42.680 E: But yeah, man, good luck to you. 870 01:24:43.320 –> 01:24:55.889 E: Yeah, so we have all this stuff, and you know, we’re trying to figure out how it works, how we put everything away. We’ll give away some stuff, which is fine. Yeah. 871 01:24:56.720 –> 01:25:03.810 E: The good thing is, is that my wife and I are in the same thing of, like, if we’re gonna have it, let’s have it organized and put away, and everything has a place. 872 01:25:03.810 –> 01:25:12.059 Kay: If not, let’s get rid of it. So, she’s good about that. Good for you. I wish we were similar to you both, that we’re more… 873 01:25:12.460 –> 01:25:20.800 Kay: a little different between us on that one. Although, I think, in general, we like to be clean, but it doesn’t always work out that way. 874 01:25:21.350 –> 01:25:31.069 Kay: Alright, sir, well, good chatting. I think we’ve broken down the world pretty well, and if you, listener, enjoy this show, I know you’re one of the 30 people listening per week. 875 01:25:31.210 –> 01:25:34.329 Kay: If you like the shirt, please let others know. 876 01:25:34.480 –> 01:25:46.900 Kay: And give us a rating, or a review, a kind review in the Apple Podcasts app, and if you would, like to drop us a note, we’ll be, starting to read listener emails, 877 01:25:47.110 –> 01:25:48.959 Kay: Next week, I think, right? 878 01:25:49.220 –> 01:25:51.739 Kay: We talked about that? Because we’re getting so many. 879 01:25:52.500 –> 01:25:53.150 E: Yeah. 880 01:25:54.360 –> 01:25:59.600 E: Yeah, you know, tell us, listeners, Do you want us to… 881 01:26:00.270 –> 01:26:05.540 E: I don’t know, make a cartoon drawing of the Prophet Muhammad, or say something about Charlie Kirk, you just let us know. 882 01:26:06.760 –> 01:26:11.380 Kay: Please do that, and live a stick with you as well. Spread the word. 883 01:26:11.380 –> 01:26:14.449 E: I’m joking, by the way, I live in a majority Muslim country, I cannot… 884 01:26:14.450 –> 01:26:16.400 Kay: You gotta be careful. 885 01:26:16.680 –> 01:26:18.730 E: Thank you, Kimball. Alright. 886 01:26:19.090 –> 01:26:20.370 Kay: Alright, see you next time. 887 01:26:20.590 –> 01:26:21.799 E: Yeah, take care, Kay.
