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- Executive Producers:
- Sir Donald of the Fire Bottles
- Sir Kretchman Of The Whitewater Valley
- Associate Executive Producers:
- Matthew Martell β Martell Hardware
- Eli the Coffee Guy β Gigawatt Coffee Roasters (code ITM20)
- Linda Lupatkin β Imagemakers Ink, Duchess of Jobs
- Order of the Heart:
- Sir Donald of the Fire Bottles
- End of Show Mixes:
- Johnny B (poll answer that broke theβ¦)
- Jus Baker (Connection Is Protection Remix)
- Jus Baker (Stork on Delay)
- Mark van Dijk - Systems Master
- Ryan Bemrose - Program Director
- Clip Custodian: Neal Jones
- Clip Collectors: Steve Jones & Dave Ackerman
- π° Articles from Prep (last few days) β 26 links
- π Fresh drops (Jul 1β2)
- π Earlier this cycle (research-only β no clean SOT to cut)
- ----------------------------------------------------------------------------------------------------------------------------------
- 00 β’οΈ IRAN DEAL AND THE STRAIT
- The just-signed US-Iran MOU already fraying β CENTCOM and Iran trade strikes around the Strait of Hormuz, a wall of network voices reading the same beat: Pompeo ('pry it out of their hands through use of force'), Haass ('there is no peace... the one word we ought not use'), Buckley ('finish the job... can't be pushed around like a wheelbarrow'), Sales ('not a private toll road for the IRGC'), and Yingst on the Doha talks with Israel on alert. The multi-source density IS the tell.
- Analyst McLean US doesnt - CBS News
- 01 01-01- Analyst McLean US doesnt hold all cards Iran can hold economy hostage via Hormuz - CBS News
- Analyst Aaron McLean (CBS News): pushes back that the US doesn't hold all the cards β Iran can hold the global economy hostage by choking the Strait of Hormuz.
- Dean - MS NOW
- 01 02-01- Dean Witkoff cut my mic called question smart-assed and stupid - MS NOW
- MS NOW's Dean: says Steve Witkoff cut her mic and called her question 'smart-assed and stupid.'
- 02 02-02- Dean the Witkoff own-ventures question that got her cut off - MS NOW
- MS NOW's Dean: replays the Witkoff 'own ventures' conflict-of-interest question that got her cut off.
- 03 02-03- Dean Gulf embassy dinner MOU Strait of Hormuz jarring contrast - MS NOW
- MS NOW's Dean: the jarring contrast of a lavish Gulf embassy dinner against the fragile MOU and the contested Strait of Hormuz.
- Deluzio Iran war accomplished - MS NOW
- 01 03-01- Deluzio Iran war accomplished nothing Hormuz still not open - MS NOW
- Rep. Chris Deluzio (MS NOW): the Iran war 'accomplished nothing' β the Strait of Hormuz still isn't open.
- Dr Kanta Ahmed Iran - Fox News
- 01 04-01- Dr Kanta Ahmed Iran on extremely thin ice - Fox News
- Dr. Qanta Ahmed (Fox News): Iran's regime is 'on extremely thin ice.'
- Fox reporter package Iran - Fox News
- 01 05-01- Fox reporter package Iran Strait escalation timeline violence met with violence - Fox News
- Fox's Trey Yingst package (Fox News): a DHS 'violence met with violence' SOT then the escalation timeline β Iran hit ships in Hormuz, US struck southwest Iran, Iran fired missiles at Kuwait and Bahrain; the focus is keeping the Strait open.
- Haass - MS NOW
- 01 06-01- Haass no peace not even a robust ceasefire not a peace deal - MS NOW
- Richard Haass (MS NOW): 'there is no peace, not even a robust ceasefire' β just a vague MOU; Iran will keep reasserting Hormuz 'like station identification,' and the one word we shouldn't use is peace.
- Heilman - MS NOW
- 01 07-01- Heilman Trump threats ring hollow Iran on the midterm clock - MS NOW
- John Heilemann (MS NOW): Trump's existential threats 'ring hollow' β Iran acts like it knows he's on a timetable under midterm-election pressure.
- Herzog MOU kicks the - PBS NewsHour
- 01 08-01- Herzog MOU kicks the can down the road PBS NewsHour
- Amb. Michael Herzog (PBS NewsHour): the MOU just 'kicks the can down the road.'
- 02 08-02- Herzog MOU contradicts Israel-Lebanon Hezbollah deal PBS NewsHour
- Amb. Michael Herzog (PBS NewsHour): the MOU contradicts the Israel-Lebanon Hezbollah deal.
- Iran deal doc a - CNN
- 01 09-01- Iran deal doc a surrender humiliation of Trump by Iranians - CNN
- CNN: Iranian-side framing casts the deal document as a surrender β a humiliation of Trump by the Iranians.
- Leavitt Iran deal Witkoff-Kushner - Fox News
- 01 10-01- Leavitt Iran deal Witkoff-Kushner to Doha - FOX NEWS
- WH Press Sec. Karoline Leavitt (Fox News): on the Iran deal, with Witkoff and Kushner headed to Doha.
- Miller Vance positioning to
- 01 12-01- Miller Vance positioning to blame Israel for 2028 PBS NewsHour
- Analyst Aaron David Miller (PBS NewsHour): reads Vance as positioning to blame Israel down the line for a 2028 run.
- Nathan Sales Iran non-starter - Fox News
- 01 13-01- Nathan Sales Iran non-starter Hormuz not a toll road toddler tough love - FOX NEWS
- Nathan Sales (Fox News): Iran controlling the strait is 'an absolute non-starter' β Hormuz is an international waterway, 'not a private toll road for the IRGC'; frames Iran as a toddler needing tough love.
- 02 13-02- Nathan Sales terrorist regime basta watch the midterm clock - FOX NEWS
- Nathan Sales (Fox News): a terrorist regime eventually leaves you nowhere and the president has to say 'basta' β watch the clock to the midterms.
- Pompeo - Fox News
- 01 14-01- Pompeo Iran regime theocrats no confidence in Doha talks - Fox News
- Mike Pompeo (Fox News): 'almost none' confidence in the Doha talks β the theocrats and IRGC don't think 47 years were a mistake and love to drag things out.
- 02 14-02- Pompeo pry Hormuz out of their hands through use of force - Fox News
- Mike Pompeo (Fox News): the Iranian FM's own 'we control Hormuz' claim proves the MOU is violated β the US will have to 'pry it out of their hands through use of force.'
- Sadler on Iran provoke-relent - Fox News
- 01 15-01- Sadler on Iran provoke-relent cycle - FOX NEWS
- Brett Sadler (Fox News): on Iran's 'provoke-relent' cycle.
- Trump Doha perhaps important - Fox News
- 01 16-01- Trump Doha perhaps important perhaps not denuclearization - Fox News
- Trump (Fox News): the Doha talks are 'perhaps important, perhaps not' on denuclearization.
- Vance win-win on Iran - CBS News
- 01 17-01- Vance win-win on Iran negotiation Witkoff Kushner Doha talks - CBS News
- VP JD Vance (CBS News): frames the Iran negotiation as 'win-win,' with Witkoff and Kushner in the Doha talks.
- Viktor Bout Iran conflict - Tucker Carlson
- 01 18-01- Viktor Bout Iran conflict ripple - Hormuz oil to global famine - Tucker Carlson
- Viktor Bout (Tucker Carlson): warns the Iran conflict ripples outward β from Hormuz oil all the way to global famine.
- WH spokesman Trump holds - Fox News
- 01 19-01- WH spokesman Trump holds all the cards on Iran deal Strait open and toll-free - Fox News
- WH spokesman (Fox News): Trump 'holds all the cards' from a position of strength β gets a deal with no nuke and the Strait 'open and toll-free.'
- 02 19-02- Buckley finish the job cant be pushed around like a wheelbarrow - Fox News
- Retired Navy pilot Matthew 'Wiz' Buckley (Fox News): overwhelming firepower β 'they started this war 47 years ago, we have to finish the job'; the US 'can't be pushed around like a wheelbarrow.'
- Yingst - Fox News
- 01 20-01- Yingst US-Iran MOU talks in Doha, Hormuz open, Israel on alert - Fox News
- Fox's Trey Yingst (Fox News): US and Iranian officials return to Doha β a 60-day window on the nuclear program and keeping Hormuz open, with Israel's Katz ordering the IDF ready for an independent operation.
- 02 20-02- Yingst US and Iran could not be further apart - Fox News
- Fox's Trey Yingst (Fox News): US and Iran 'could not be further apart.'
- 01 π THE HOUSING BILL
- The 21st Century ROAD to Housing Act β Trump holding the bipartisan bill hostage until the SAVE Act is added on (Forbes), and the Valuetainment panel on the BlackRock/institutional-investor 'pork': the 350-home cap, 'BlackRock did what BlackRock's going to do,' the starter home is dead, and the first-time-buyer age climbing to 40.
- PBD - Valuetainment
- 01 46-01- Pat 350-home cap curbs corporate buyers - Valuetainment
- Patrick Bet-David (Valuetainment): reads the bill's 350-home cap on institutional investors β argues 350 is 'nothing' when BlackRock-type firms already hold tens of thousands.
- 02 46-02- Jeff BlackRock bought 10k houses rent slave - Valuetainment
- Jeff (Valuetainment): 'BlackRock did what BlackRock's going to do' β post-2008 Wall Street was the only buyer, bought 10,000 houses at a time, making Main Street 'rent slaves for life.'
- 03 46-03- Jeff starter home is dead stuck renting for life - Valuetainment
- Jeff (Valuetainment): the starter home is dead β buyers can't qualify for mortgages, so the starter business vanished and you're 'stuck renting for the rest of your life.'
- 04 46-04- Pat first-time buyer age 40 heading to nobody - Valuetainment
- Patrick Bet-David (Valuetainment): the first-time-homebuyer age has climbed to 40 β 'eventually it'll be no one, it's just gonna be a rental market.'
- Trump - housing bill - Forbes Breaking News
- 01 32-01- Trump - housing bill can get approved but wants Save America Act added - Forbes
- Trump (Forbes): the bipartisan housing bill 'can get approved,' touts his housing bona fides, but wants the SAVE America Act added on β though 'that's probably not going to happen.'
- 02 π³οΈ SAVE ACT AND SCOTUS
- The SAVE Act / SCOTUS beat β Amy Walter on Trump calling the housing bill 'a yawn,' Julia Manchester on the SAVE-Act fixation and the SCOTUS birthright ruling (Kavanaugh roadmap), and the flopped America-250 State Fair 'don't believe your eyes' dying-media gaslight.
- Amy Walter Trump dismissed - PBS NewsHour
- 01 21-01- Amy Walter Trump dismissed bipartisan housing bill as a yawn - PBS NewsHour
- Amy Walter (PBS NewsHour): Trump dismissed the bipartisan housing bill as 'a yawn.'
- Julia Manchester on why - MS NOW
- 01 24-01- Julia Manchester on why Trump is too focused on SAVE Act rigged-election narrative - MS NOW
- Julia Manchester (MS NOW): Trump is too focused on the SAVE Act and his rigged-election narrative.
- 02 24-02- Julia Manchester on SCOTUS birthright ruling Kavanaugh roadmap plan B - MS NOW
- Julia Manchester (MS NOW): on the SCOTUS birthright ruling β the Kavanaugh roadmap and the Democrats' plan B.
- MS NOW reporter dont - MS NOW
- 01 26-01- MS NOW reporter dont believe your eyes empty lot State Fair - MS NOW
- MS NOW field reporter: stands in a near-empty lot insisting 'don't believe your eyes' β there's really 'a wash of people' at the State Fair, as the anchor notes the live shot says otherwise.
- 02 26-02- MS NOW anchor Trump Truth Social meltdown over flopped State Fair - MS NOW
- MS NOW anchor: the flopped-fair rundown (outages, dead Ferris wheel, Vanilla Ice canceled) plus Trump's all-caps Truth Social meltdown β and the payoff that Obama drew bigger crowds last week.
- 03 πΈ TRUMP INC THE GRIFT
- Trump Inc. β the 2025 financial disclosure ($1.4B in crypto earnings, royalties on watches/bibles/sneakers/fragrances), Matt Bai calling the meme coins 'the most Trumpian thing ever' and the Bidens 'pikers,' PBS on the $TRUMP coin, plus the $400M Qatar-gifted Air Force One's first flight.
- Qatar Air Force One - CNN
- 01 56-01- Trump first flight on Qatar-gifted 400 million Air Force One - CNN
- CNN: Trump takes his first flight on the $400 million Qatar-gifted Air Force One.
- TRUMP meme coin - PBS NewsHour
- 01 48-01- TRUMP meme coin profitable only because he is president - PBS NewsHour
- PBS NewsHour: the $TRUMP meme coin is only this profitable because he's president.
- Trump financial disclosure - CNN
- 01 47-01- Trump 2025 disclosure 1.4 billion in crypto earnings - CNN
- CNN's Jake Tapper: Trump's 2025 financial disclosure shows $1.4 billion in crypto earnings since returning to office.
- 02 47-02- Trump royalties watches bibles sneakers fragrances - CNN
- CNN's Jake Tapper: the licensing haul β Trump watches ($4.7M in royalties), a Bible ($208K), sneakers and fragrances.
- 03 47-03- Matt Bai Sanders America first appearance of impropriety - CNN
- Columnist Matt Bai (CNN): on Sanders' 'America first? Really?' β the foreign deals create at least the appearance of impropriety.
- 04 47-04- Matt Bai meme coins the most trumpian thing ever - CNN
- Columnist Matt Bai (CNN): the meme coins are 'the most Trumpian thing ever' β and explains what meme coins even are.
- 05 47-05- Matt Bai Bidens are pikers President AOC - CNN
- Columnist Matt Bai (CNN): the Bidens were 'pikers' next to this β muses on a future 'President AOC.'
- 04 π© DEM SOCIALISM SURGE
- Nate Silver on All-In β Newsom fading in the 2028 primary polls, and 'AOC is my bet' for the left's burn-it-down outsider as the party brand goes 'lame.'
- Nate Silver Newsom fading - All-In Podcast
- 01 28-01- Nate Silver Newsom fading in 2028 primary ALL-IN
- Nate Silver (All-In): Newsom is fading in the 2028 primary polls, losing to fresher faces β on the defensive with Biden/Kamala continuity.
- 02 28-02- Nate Silver AOC is my bet the burn-it-down vote ALL-IN
- Nate Silver (All-In): 'AOC is my bet' for the left's Trump β the burn-it-down outsider; the Democratic party brand 'is a lame brand.'
- 05 ποΈ TRUMP ADMIN
- Two MS NOW hits on the administration β Shapiro calling for 'a national referendum this November on Trump's chaos and cruelty' and charging some justices were 'intimidated' on birthright, and Ty Cobb on lawyers who 'abandoned their oaths' (Hunter-vs-Dahmer).
- Shapiro national referendum on - MS NOW
- 01 30-01- Shapiro national referendum on Trumps chaos and cruelty MS NOW
- Gov. Josh Shapiro (MS NOW): calls for 'a national referendum this November on Donald Trump's chaos and cruelty and corruption.'
- 02 30-02- Shapiro justices intimidated by Trump 14th Amendment MS NOW
- Gov. Josh Shapiro (MS NOW): the birthright ruling should've been 9-0 β some justices 'were intimidated by Donald Trump,' and JD Vance 'said the quiet part out loud.'
- Ty Cobb Trump lawyers - MS NOW
- 01 31-01- Ty Cobb Trump lawyers abandoned oaths, Hunter vs Dahmer - MS NOW
- Ty Cobb (MS NOW): Trump's lawyers 'abandoned their oaths' for a $1.8B slush fund β comparing Hunter Biden to the Trump family is 'a jaywalker to Jeffrey Dahmer.'
- 06 π«§ AI BUBBLE
- The AI premium fading β Karp's five-part 'tragedy of the oversell' (enterprises waste time on tokens while labs 'steal your weights and alpha'), Tom Lee on the Mag7 'balance sheet as a workforce' and buy-the-pullback, Ford's Farley crediting 'American workers,' and NRG's Golin on a grid that 'weren't prepared.'
- Alex Karp - CNBC
- 01 35-01- Alex Karp something has gone wrong, you waste time on tokens and they take your IP - CNBC
- Alex Karp (CNBC): the way OpenAI/Anthropic sold LLMs 'has gone completely wrong' β enterprises waste time on tokens, get no value, and hand over their IP.
- 02 35-02- Alex Karp enterprises want to own the means of production, control weights and alpha - CNBC
- Alex Karp (CNBC): enterprises want to own the means of production β their compute, models and 'alpha' β not give it to a 'fake deploy-co.'
- 03 35-03- Alex Karp why charge for tokens if so valuable, rebuild trust - CNBC
- Alex Karp (CNBC): if AI were so valuable the labs would take equity β 'why are they charging for tokens if it's so valuable?'
- 04 35-04- Alex Karp voice of American business, they steal your weights and alpha - CNBC
- Alex Karp (CNBC): executives are livid paying for tokens while the labs 'steal the weights and alpha' β 'the voice of American business channeled through me.'
- 05 35-05- Alex Karp call a CEO in private, are we in an AI bubble, tragedy of the oversell - CNBC
- Alex Karp (CNBC): dares investors to call a CEO in private β are we in an AI bubble? The tragedy is 'the oversell,' charging enterprises 3Γ then pulling back.
- Caroline Golin NRG - Bloomberg
- 01 38-01- Caroline Golin NRG - AI data centers werent prepared for grid boom - Bloomberg
- NRG's Caroline Golin (Bloomberg): reframes data-center blame as a grid 'disconnect' β the industry 'weren't prepared for the opportunity in front of us.'
- Ford Farley - Bloomberg
- 01 37-01- Ford Farley AI tools but mostly old-fashioned hard work - Bloomberg
- Ford CEO Jim Farley (Bloomberg): retaking #1 took AI tools but 'mostly old-fashioned hard work.'
- 02 37-02- Ford Farley age of AI but American workers beat Toyota and Hyundai - Bloomberg
- Ford CEO Jim Farley (Bloomberg): in the age of AI, 'we beat them all with American workers' β Toyota and Hyundai.
- Tom Lee - CNBC
- 01 36-01- Tom Lee balance sheet is the workforce Mag7 AI spending - CNBC
- Tom Lee (CNBC): the Mag7 shifted from asset-light cash machines to balance-sheet-heavy AI spenders β investors will come to view that balance sheet 'as a workforce.'
- 02 36-02- Tom Lee buy the pullback on chip selloff - CNBC
- Tom Lee (CNBC): 'buy the pullback' β in 17 prior 6%+ semi-index drops, a month later it was higher 88% of the time.
- 07 π’οΈ BESSENT OIL AND GAS
- Treasury Sec. Bessent on Fox β warning gas retailers 'we're watching,' the 'up like a rocket, down like a feather' retail-margin tell, and the sanctions reveal that only China is buying Iran's now-unsanctioned oil as prices plummet.
- Bessent - Fox
- 01 39-01- Bessent gas retailers were watching - Fox
- Treasury Sec. Scott Bessent (Fox): warns gasoline retailers to be 'good actors' for the 250th β 'because we're watching.'
- 02 39-02- Bessent rocket up feather down - Fox
- Treasury Sec. Scott Bessent (Fox): the 'up like a rocket, down like a feather' tell β retailers pocket margin selling cheap stored gas at higher pump prices.
- 03 39-03- Bessent Iran oil cant sell prices plummet - Fox
- Treasury Sec. Scott Bessent (Fox): with Hormuz reopened and Iran unsanctioned, only China is buying its oil β prices have plummeted and he sees them going lower.
- 08 π BIRTH TOURISM
- Birthright citizenship under attack β Trump's executive order and the 'birth tourism' framing (BBC), and MSNOW Morning Joe on why the 14th Amendment is suddenly the target.
- Birthright citizenship - BBC
- 01 49-01- Trump EO ends birthright citizenship birth tourism offensive - BBC
- BBC: Trump's executive order to end birthright citizenship for children of foreign parents β the term 'birth tourism' called offensive.
- Morning Joe birth tourism - MS NOW
- 01 50-01- Morning Joe why the 14th Amendment birthright attacked now - MS NOW
- MSNOW Morning Joe: why the 14th Amendment's birthright guarantee is suddenly under attack now.
- 09 π GLP-1 DRUGS
- The GLP-1 beat β a UPenn study suggesting Ozempic may help prevent cancer (CBC), against a summer dehydration/heat-risk warning for GLP-1 users (CBS Mornings).
- GLP-1 cancer - CBC
- 01 51-01- GLP-1 Ozempic may help prevent cancer UPenn study - CBC
- CBC: a University of Pennsylvania study suggests GLP-1 drugs (Ozempic) may help prevent cancer.
- GLP-1 heat risk - CBS Mornings
- 01 52-01- GLP-1 users dehydration heat risk summer warning - CBS Mornings
- CBS Mornings: a summer warning that GLP-1 users face dehydration and heat risk.
- 10 β‘ GOLDEN DOME DIRECTED ENERGY
- Directed-energy disclosure β the Golden Dome milestone test and Trump 'letting it slip' about the 'discombobulator' used in Absolute Resolve, and whistleblower Eric Hecker on the War Dept finally admitting it possesses directed-energy weapons.
- Golden Dome directed-energy test - NewsNation
- 01 40-01- Golden Dome directed-energy test - discombobulator - NewsNation
- NewsNation: on the Golden Dome directed-energy milestone β lasers beat $1-2M interceptors, and Trump 'let it slip' it was used in Absolute Resolve, calling it the 'discombobulator.'
- Hecker - War Dept - NewsNation
- 01 41-01- Hecker - War Dept lied on Havana syndrome now admits directed energy weapons - NewsNation
- Whistleblower Eric Hecker (NewsNation): the War Dept denied for years it knew the cause of Havana syndrome β this year admitted 'we possess directed energy weapons and we're scaling them up.'
- 11 πͺ° SCREWWORM FACILITY
- The New World screwworm fight β Ag Sec. Rollins on expanding sterile-fly production facilities, and USDA ARS on the 'Novo Fly' doubling sterile-male output.
- Rollins expanding sterile fly - USDA Presser
- 01 42-01- Rollins expanding sterile fly production facilities screwworm - USDA Presser
- Ag Sec. Brooke Rollins (USDA presser): action item one β expanding sterile-fly production and dispersal facilities against the New World screwworm.
- USDA ARS Novo Fly - USDA Presser
- 01 43-01- USDA ARS Novo Fly doubles sterile male production screwworm - USDA Presser
- USDA ARS scientist (USDA presser): the 'Novo Fly' doubles sterile-male production β the science behind the screwworm fight.
- 12 π° SERENDIPITY
- The grab-bag β the Freedom-250 fair as an opaque Trump political operation, Australia warning Big Tech to obey the under-16 ban, the World Cup 'we owe America an apology' chorus, Canada's data-center/digital-sovereignty backlash, Venezuela's earthquake devastation, and Europe's record heat waves.
- Anika Wells doubles fines, - FirstPost
- 01 44-01- Anika Wells warns Big Tech to obey laws on under-16 ban - FirstPost
- Australia's Anika Wells (FirstPost): names the five platforms under investigation for 'dirty tricks' β 'obey Australian laws or face consequences,' with a bill doubling penalties to $99M.
- Climate heat waves - PBS NewsHour
- 01 55-01- Climate change underlies Europe record heat waves - PBS NewsHour
- PBS NewsHour: climate change underlies Europe's record heat waves β the last 11 years the hottest on record.
- Digital sovereignty - CBC
- 01 53-01- Canada data center backlash digital sovereignty - CBC
- CBC: Canadian backlash against giant tech data centers β a fight framed as digital sovereignty.
- Freedom 250 is a - MS NOW
- 01 33-01- Freedom 250 is a Trump political operation - MS NOW
- MS NOW: the Great American State Fair is run by 'Freedom 250,' a Trump-controlled nonprofit that supplanted the bipartisan America 250 committee β taxpayer money vanishing into a black box.
- Venezuela earthquake - BBC
- 01 54-01- Venezuela earthquakes flattened towns deportees - BBC
- BBC: Venezuela's twin earthquakes flattened northern towns β a 15-year-old digs for his brother β amid the deportee crisis.
- We owe America an
- 01 45-01- We owe America an apology - TikTok-theamericaeffect
- A chorus of UK/European fans (TikTok / @theamericaeffect): 'we owe America an apology' β the World Cup got people to visit and see the real country and its people.