Starmer Brexits

Starmer Brexits

Trump agreed to give Iran $24 billion in frozen assets and full sanctions removal — far worse terms than the Obama-era JCPOA he spent years trashing as a sellout.

Jun 24, 2026 1:28:42 Difficulty: Intermediate Played

TL;DR

The US-Iran memorandum of understanding reveals Iran secured $10 billion in sanctions relief, $24 billion in frozen assets, and a path to full sanctions removal — while the US got vague nuclear assurances and no commitments on ballistic missiles or proxy groups. Ben Rhodes and Tommy Vietor argue this represents a complete humiliation for Trump, who spent years attacking the JCPOA only to agree to worse terms. UK Prime Minister Keir Starmer resigned after Andy Burnham's decisive by-election win, setting up the UK's seventh PM in ten years. India's Cockroach Movement — 22 million Instagram followers in 7 days — shows how the Iran war's economic fallout is fueling youth anger at Modi.

#Iran nuclear deal #US-Iran MOU #Strait of Hormuz #Keir Starmer #Andy Burnham #UK Labour leadership #Brexit legacy #Somaliland recognition #Israel military strategy #Colombia 2026 election #World Cup 2026 #India Cockroach movement #Modi Trump relationship #Lebanon ceasefire #JCPOA comparison #neocon accountability #MOU #ceasefire #Keir Starmer resignation #UK Labour #Somaliland #Colombia election #Cockroach movement India #Modi foreign policy #Lebanon war #Netanyahu #Cape Verde

Tommy Vietor and Ben Rhodes break down the US-Iran memorandum of understanding, the Switzerland peace talks, Keir Starmer's resignation, Israel-Somaliland relations, Colombia's election, World Cup highlights, and an interview with Rana Ayyub on India's Cockroach Movement.

Chapter list
  • The episode opens with sponsor reads for ZBiotics Pre-Alcohol probiotic and NPR's Up First podcast. Tommy and Ben then share a warm debrief on the Obama Presidential Library opening in Chicago, where Ben got to tour the museum on its first public day, surrounded by South Side families rather than political alumni. Ben says the experience affected him more than he anticipated — not just for the reunion of thousands of familiar faces, but for the stark contrast it drew with the current political moment. Tommy confesses the week almost made him want to quit being a cynical asshole on Twitter, before offering the obligatory 'we'll see how long that lasts.' The segment closes with Tommy running through the episode's agenda: the US-Iran MOU breakdown, the Lebanon war risk, Keir Starmer's resignation, Somaliland, Colombia, the World Cup, and Ben's interview with Rana Ayyub about India's Cockroach Movement.

  • Now that the text of the US-Iran MOU has leaked, Tommy walks listeners through exactly what each side received — and the imbalance is stark. On Iran's side of the ledger: a 60-day oil sanctions waiver estimated to generate up to $10 billion, access to $24 billion in frozen assets that the MOU explicitly allows Iran to spend on 'any ultimate beneficiary designated by the Central Bank of Iran,' a commitment to remove all US and UN sanctions, and a $300 billion private reconstruction fund with Reuters reporting $150 billion in early commitments. The ceasefire covers Lebanon, the 60-day negotiating window can be extended, and both sides will end the Strait of Hormuz blockade. Iran has also agreed to set up eventual tolling infrastructure in the Strait, with a new insurance company already announced. The hosts note that this transparency is exactly why Trump tried to keep the document classified.

  • Tommy completes the MOU breakdown by laying out what the US received, and the contrast with Iran's gains is glaring. Shipping through the Strait of Hormuz can technically resume, though in practice maritime traffic is still a fraction of pre-war levels and naval mines remain a hazard. Iran has 'reaffirmed' its commitment to never developing a nuclear weapon — a promise it made in both the NPT and JCPOA, making it the easiest possible concession. On enrichment, the MOU simply says 'the two parties agreed to discuss' the issue, kicking the hardest question down the road. Iran's stockpile of highly enriched uranium will be downblended rather than shipped out of the country, leaving open the possibility of future re-enrichment. Most strikingly, Iran's ballistic missile program and its support for proxy groups like Hamas and Hezbollah — the two pillars cited by Trump officials as justifications for going to war — are completely absent from the document.

  • Ben walks through the comparison nobody wants to make but everybody should. Before the war, the US demanded absolute zero enrichment, no proxy support, and geographic caps on Iranian missiles that would prevent them reaching Israel. The MOU delivers none of these. Worse, under the Obama JCPOA that Trump spent years trashing, Iran received not a single dollar of frozen assets until after it shipped out enriched uranium, removed centrifuges, destroyed its plutonium reactor core, and accepted inspections. Now Iran gets $10 billion just from being able to sell oil again, before making any nuclear commitments whatsoever. Ben's verdict: the body language of this deal is one of complete surrender. Trump is far more worried about the Strait staying closed and economies collapsing than about looking weak. That fear — not strength — is why Iran holds all the leverage. Tommy and Ben then pivot to accountability, calling out the Foundation for Defense of Democracies, Lindsey Graham, Marco Rubio, and David Sanger for having sold a war that has now proven catastrophically wrong — and demanding they be run out of Washington's foreign policy ecosystem.

  • The Switzerland talks opened on rocky ground when the IRGC announced it was re-closing the Strait in protest of Israeli attacks on Hezbollah — Trump responded on Fox News by threatening to destroy Iran and kill everyone on the delegation before they could get home. Despite this warm-up, the talks proceeded, led on the US side by JD Vance, Steve Witkoff, and Jared Kushner. The two sides announced a high-level political committee, a working group of qualified experts, a 60-day roadmap, communications protocols for the Strait, and a Lebanon deconfliction cell. But major contradictions immediately emerged: Vance claimed Iran agreed to IAEA inspector re-entry, while Iran said no inspectors would return to bombed sites. Vance said frozen assets would only buy American crops; the MOU's actual text says Iran can spend the money on anything. Trump said the Strait is at record traffic volumes; in reality, only a few dozen ships per day are transiting, and Iran has already set up an insurance company to eventually toll the passage. The hosts play JD Vance's press avail — a combination of housing metaphors, millennial trash-talk definitions, and subtle insults to Iran — and express deep skepticism a real nuclear deal gets done.

  • With Iran holding most of the leverage in the talks, Tommy and Ben identify Lebanon as the single biggest wildcard that could blow everything up. On the same Friday the talks were happening, Hezbollah hit an IDF tank in southern Lebanon, killing 4 soldiers. Israel responded by killing at least 47 people. Netanyahu publicly declared his forces have 'full freedom of action' in Lebanon and will stay as long as necessary. CNN reported Israel is considering 'symbolic limited withdrawals' to satisfy Trump, but opposition figures like Naftali Bennett accuse Netanyahu of lying about the IDF's operational freedom, saying soldiers' hands are tied. Tommy plays a clip of Trump being oddly surprised to hear Netanyahu wasn't leaving Lebanon. Ben points out the deep structural problem: it's politically rewarding for Netanyahu to keep fighting — his rivals outflank him from the right — and profoundly abnormal that this is treated as acceptable. Crucially, Israel's continued occupation gives Iran a pretext to withhold nuclear concessions, since Iran can argue nobody else is keeping the deal's terms either.

  • Tommy reads ads for 3 Day Blinds — promoting their buy-one-get-one 50% off custom window treatments — and Strawberry.me, a career coaching platform that matches users with experienced coaches, offering 50% off the first session for Pod Save the World listeners.

  • Tommy plays Starmer's resignation speech outside 10 Downing Street — noting it's a laundry list of modest achievements rather than a rousing valediction — before walking through the timeline. Starmer won Labour's biggest election in a generation in July 2024, but resigned just two years into a five-year term after Andy Burnham won his parliamentary by-election by 55% to Reform's 35%. That 20-point margin convinced Labour MPs that Burnham — from Northern England, precisely the region Labour has been losing to Reform — was a better bet for the next general election. Ben, speaking from London where he's been doing media all day, calls the moment anticlimactic: by the time it happened, everyone had already moved on. The analysts' diagnosis is consistent: Starmer never laid out a vision, was unable to tell a larger story, communicated in dry defensive fashion, and looked weak in the face of Trump — while failing to move decisively on Israel and Gaza, alienating the Labour left. The 'fate of the third plumber' metaphor sums it up: you've had two failed plumbers before, and the third one gets murdered.

  • Tommy walks through the structural challenges Burnham inherits: a country spinning its wheels on economic growth, no domestic AI industry, total exposure to US tech access decisions, a Reform party that could win the next election, and the unresolved decade-long disaster of Brexit — today happens to be Brexit's 10th anniversary. Ben notes that no British politician has successfully articulated what post-Brexit Britain is actually for, with the right only able to tell the story of getting to Brexit, not what came after. Ben's advice to Burnham: don't try to fix everything — pick 2-3 big vision items that give people a sense of directional progress, begin negotiating closer ties with Europe even if full EU re-entry is off the table, and crucially, stop appeasing Trump. Starmer gave Trump the royal carriage ride and got nothing back. Ben suggests doing what Georgia Meloni does — picking fights with Trump — because Trump's going to be an asshole either way, and Brits need a confidence boost. Tommy distills it: politics is basic. Look strong, not weak.

  • Tommy reads ads for Hims — offering online access to ED, hair loss, and weight loss treatments at up to 95% less than name brands — and Squarespace, promoting their Blueprint AI website builder and 10% off the first purchase for listeners who use squarespace.com/world.

  • Tommy provides detailed context on Somaliland: a breakaway state that declared independence from Somalia in 1991, peacefully self-governed for over 30 years with its own currency and elections, but unrecognized by any country or the African Union. Israel broke that consensus in December 2025, and Bloomberg later reported Israel was seeking to build a military base there — a deployment that Israeli Defense Minister Israel Katz confirmed had been secretly coordinated for years. The strategic logic is obvious: Somaliland sits close to Houthi-controlled Yemen, giving Israel surveillance capability over Houthi missile launches and Gulf of Aden activity. Ben argues that the humanitarian and democratic talking points about Somaliland's governance are cover — nobody genuinely believes that motivated Netanyahu. The real risks are destabilizing Africa by validating breakaway separatism, creating a model where sovereignty can be sold for military base access, and potentially designating Somaliland as a destination for Palestinian ethnic cleansing — a darker theory also appearing in AP reporting. The US interest in the region, meanwhile, is hedging against the risk of being expelled from Djibouti the way it was from Niger.

  • Tommy runs through the Colombia result: de la Espriella won 49.66% to Ivan Cepeda's 48.7%, an even slimmer margin than the first round. Tommy plays Trump bragging — without evidence — that his endorsement swung the race, explaining his simple theory that when people like him, they win. De la Espriella has promised jungle mega-prisons modeled on El Salvador's approach, a militarized war on drugs likely coordinated with the US military or Erik Prince–type contractors, and has already filed numerous lawsuits against the press. Outgoing President Petro alleged US and Israeli election interference without providing evidence. Ben argues this isn't really about Trump: there are real security concerns driving voters in Colombia toward authoritarian-leaning candidates, as in Ecuador and El Salvador. But the broader pattern — Bukele changing Colombia's constitution to stay in power, human rights deprioritized, right-wing leaders forming a bloc with Trump — is alarming. Brazil's October election is now the critical test: if Lula loses, left and center-left governments in Latin America will be almost entirely isolated.

  • The mood lifts completely as Tommy and Ben turn to the FIFA World Cup, which both say they're addicted to. Tommy describes attending the US-Paraguay game, calling it the best experience ever, while both marvel at the US team looking serious in the tournament for the first time. The real story, though, is Cape Verde: a tiny island nation of half a million people, 350 miles off West Africa, holding Spain to a draw and then Uruguay to a draw. Their 40-year-old goalkeeper went from 50,000 to 15 million Instagram followers overnight; one player almost ignored the national coach's LinkedIn DM as spam. Ben adds Messi's 5 goals in 2 games, France looking lights out with Mbappé, and the DRC drawing Portugal. But the fan videos are what's capturing everyone's hearts. Tommy and Ben watch a compilation showing Norway fans rowing in Times Square, Scottish Tartan Army fans marching through Little Havana, English fans singing Sweet Caroline at a Texas rodeo, a Scot in a kilt rollerblading through Miami, and Uzbeki fans riding into Houston's stadium on horseback in full traditional dress. Iranian players left a locker-room note in LA reading 'we came with pride, competed with honor, and leave with dignity.' Ben says this is soft power for humanity itself — every country winning at once.

  • Tommy closes out the main recording with Ben, noting they'll catch the England game after wrapping. He teases the Rana Ayyub interview as essential listening — especially given the cockroach movement and India's extraordinary economic exposure to the Iran war. A sponsor read for Built follows, promoting the membership service that rewards renters and mortgage holders with redeemable points on housing payments, now extended to mortgage payers as of 2026.

  • Ben introduces Rana Ayyub, the investigative journalist and Washington Post columnist, for a check-in on Indian politics. She explains the Cockroach Janta Party origin story: India's Chief Justice made an off-the-cuff remark comparing unemployed youth who file court applications to cockroaches 'festering everywhere.' Rather than taking it as an insult, India's youth turned it into a satirical movement — 'We the Cockroaches' — with a five-point agenda targeting corruption, education, and hierarchical inequality. The Instagram page reached 22 million followers within seven days, organically, surpassing Modi, the BJP, and every opposition party in India. The BJP's response was immediate: the Twitter and Instagram accounts were banned on national security grounds, with Modi's party claiming many followers were Pakistani. The Cockroach Janta Party published its follower list to show they are overwhelmingly Indian. Ayyub explains the movement is walking a careful tightrope — deliberately avoiding the kind of confrontational street-protest posture that triggered government crackdowns in Pakistan, Bangladesh, and Nepal — but has captured something real about youth disenchantment with unemployment, corruption, and a government that treats activism as treason.

  • Ben asks Ayyub about Modi's foreign policy record, noting that almost everything Trump has done in his second term has hurt India — tariffs, siding with Pakistan in the India-Pakistan conflict, demanding a Nobel Prize for brokering a ceasefire, and making racist slurs about India. Ayyub is withering: India's foreign policy 'does not exist,' she says. Modi's people who built statues of Trump are now abusing him online. When Modi visited Netanyahu in Israel on a three-day trip, Israel launched its war against Iran the next day — leaving Modi looking either complicit or oblivious. When the US sank the Iranian vessel IRIS Jaina, killing three Indian sailors along with Pakistanis and Sri Lankans, Modi issued no condemnation — despite the fact the ship had been in India as India's guest for military demonstrations. At the G7, Trump's congratulations to Modi felt like personal image management rather than country-to-country diplomacy. Ayyub quotes Giorgia Meloni as a counterexample: when Trump insulted her, she pushed back publicly. Where, Ayyub asks, is India's self-respect?

  • The Iran war has had immediate and tangible consequences for ordinary Indians. Modi has asked citizens to stop buying gold, stop flying, work from home, and carpool — implicitly admitting a fuel crisis that small business owners and restaurants are being crushed by. At least one major Indian airline has threatened to shut down without government intervention. This is happening in Modi's 12th year in power, and Ayyub says his popularity has genuinely declined as a result. To distract from the economic crisis, she says, Modi has intensified anti-Muslim rhetoric to divert public attention. Ayyub argues India now looks diplomatically isolated in a way that contradicts Modi's 'Vishwa Guru' self-branding — the Pakistani prime minister and field marshal are getting more international attention than India. Ben asks about the path forward for the opposition: Ayyub says Modi retains enormous structural advantages — co-opted opposition parties, a compromised Election Commission, central agencies used to intimidate rivals — and could plausibly win a third term. But the resentment on the ground is real, and the Cockroach Janta Party is the most visible sign of it. Ben and Ayyub close warmly; Tommy does a brief outro and wraps the full episode with production credits.

MOU (Memorandum of Understanding)
A non-binding written agreement between parties that outlines the terms of a deal; used here to describe the US-Iran ceasefire and framework document.
JCPOA
Joint Comprehensive Plan of Action — the 2015 Obama-era nuclear deal with Iran that limited Iran's enrichment program in exchange for sanctions relief.
Downblend
The process of diluting highly enriched uranium to a lower level of purity, reducing its suitability for weapons use, though it can be re-enriched if kept in-country.
IRGC
Islamic Revolutionary Guard Corps — Iran's elite military force, designated a foreign terrorist organization by the US; cited here for announcing the closure of the Strait of Hormuz.
IAEA
International Atomic Energy Agency — the UN body responsible for verifying nuclear compliance; contested in the talks over whether inspectors can return to bombed Iranian sites.
Strait of Hormuz
A narrow waterway between Iran and Oman through which roughly 20% of global oil supply passes; its closure during the Iran war caused global economic disruption.
NPT
Nuclear Non-Proliferation Treaty — the international agreement under which Iran has previously committed not to develop nuclear weapons.
FDD (Foundation for Defense of Democracies)
A Washington D.C. think tank that advocated hawkish positions on Iran; criticized by the hosts as having pushed for the war and now being discredited by its outcome.
Centrifuge
A machine used to enrich uranium by spinning it at high speed; under the JCPOA, Iran was required to dismantle thousands of centrifuges before receiving sanctions relief.
Tartan Army
The informal name for Scotland's football fan base, known for travelling en masse and integrating boisterously with local communities — celebrated here for their takeover of Boston and Miami.
Cockroach Janta Party (CJP)
A satirical Indian protest movement that turned a Chief Justice's insult against unemployed youth into a 22-million-follower social media phenomenon challenging Modi's government.
al-Shabaab
An Islamist militant group based in Somalia designated a terrorist organization by the US; cited as a reason why Somaliland's separate governance is argued to be preferable.
Deconfliction cell
A joint military coordination mechanism to prevent unintended clashes between parties; established in the US-Iran talks to prevent incidents from derailing the ceasefire in Lebanon.
Majoritarianism
A political philosophy that prioritizes the interests or rights of the majority group, often at the expense of minorities; used here to describe concerns about Modi's Hindu nationalist governance.
Bromance
An informal term for a close, non-romantic friendship between men; used here to describe the conspicuously warm personal relationship between Modi and Netanyahu before the Iran war.
Disenfranchised
Deprived of the right to vote or of effective political representation; used by Rana Ayyub to describe voters in India who have been systematically excluded from participating in fair elections.
Transactional
In diplomacy, describing relationships based purely on immediate exchanges of benefit rather than shared values, rules, or institutions; used to characterize the current era of global politics.
Suez Crisis
The 1956 conflict in which Britain, France, and Israel attacked Egypt to prevent it from nationalizing the Suez Canal — used as a historical parallel showing that military force failed to prevent Egypt from ultimately controlling and tolling the canal.

Chapter 2 · 06:15

Breaking Down the US-Iran MOU: What Iran Got

Now that the text of the US-Iran MOU has leaked, Tommy walks listeners through exactly what each side received — and the imbalance is stark. On Iran's side of the ledger: a 60-day oil sanctions waiver estimated to generate up to $10 billion, access to $24 billion in frozen assets that the MOU explicitly allows Iran to spend on 'any ultimate beneficiary designated by the Central Bank of Iran,' a commitment to remove all US and UN sanctions, and a $300 billion private reconstruction fund with Reuters reporting $150 billion in early commitments. The ceasefire covers Lebanon, the 60-day negotiating window can be extended, and both sides will end the Strait of Hormuz blockade. Iran has also agreed to set up eventual tolling infrastructure in the Strait, with a new insurance company already announced. The hosts note that this transparency is exactly why Trump tried to keep the document classified.

Claims made here

The US-Iran MOU grants Iran a 60-day sanctions waiver on Iranian oil sales that could earn Iran up to $10 billion.

Tommy Vietor estimate from a progressive economist

The US-Iran MOU allows Iran to access approximately $24 billion in frozen assets and spend those funds on any ultimate beneficiary designated by the Central Bank of Iran.

Tommy Vietor text of the US-Iran MOU

Reuters reported that Iran's $300 billion reconstruction fund proposed in the MOU has received $150 billion in commitments.

Tommy Vietor Reuters

The US-Iran MOU punts on enrichment, only stating that 'the two parties also agreed to discuss the issue of enrichment,' without resolving it.

Tommy Vietor text of the US-Iran MOU

News
What Iran Got vs. What the US Got in the MOU

Starmer Brexits · Jun 24, 2026 News

Iran secured $10 billion in immediate oil sanctions relief, $24 billion in unfrozen assets with no spending restrictions, full sanctions removal, and a $300 billion reconstruction fund — while the US got a vague nuclear reaffirmation and punted on enrichment. Ballistic missiles and proxy groups aren't even mentioned.

News
Data point $10B

Starmer Brexits · Jun 24, 2026

A 60-day sanctions waiver on Iranian oil sales could net Iran up to $10 billion, according to one progressive economist — and that's before any frozen assets are released.

News
Data point $24B

Starmer Brexits · Jun 24, 2026

Iran is set to receive approximately $24 billion in previously frozen assets — money from past oil sales stuck in foreign bank accounts due to sanctions — and the MOU says Iran can spend it on anything it wants.

News
Data point $300B

Starmer Brexits · Jun 24, 2026

The MOU includes a proposal for a $300 billion private reconstruction fund for Iran, with Reuters reporting $150 billion in commitments already, though the hosts are skeptical it will ever materialize.

Chapter 3 · 11:00

What the US Got — and What's Missing Entirely

Tommy completes the MOU breakdown by laying out what the US received, and the contrast with Iran's gains is glaring. Shipping through the Strait of Hormuz can technically resume, though in practice maritime traffic is still a fraction of pre-war levels and naval mines remain a hazard. Iran has 'reaffirmed' its commitment to never developing a nuclear weapon — a promise it made in both the NPT and JCPOA, making it the easiest possible concession. On enrichment, the MOU simply says 'the two parties agreed to discuss' the issue, kicking the hardest question down the road. Iran's stockpile of highly enriched uranium will be downblended rather than shipped out of the country, leaving open the possibility of future re-enrichment. Most strikingly, Iran's ballistic missile program and its support for proxy groups like Hamas and Hezbollah — the two pillars cited by Trump officials as justifications for going to war — are completely absent from the document.

Claims made here

Under the JCPOA, Iran received no frozen asset money until after it shipped out its enriched uranium stockpile, removed centrifuges, and submitted to inspections — unlike the new MOU.

Ben Rhodes no source cited

News
Iran Won the War — Ben Rhodes's Verdict

Starmer Brexits · Jun 24, 2026 News

Before the war, the US demanded zero enrichment, no proxy support, and geographic limits on Iran's missiles. The MOU delivers none of those things. Under the JCPOA, Iran got no money until after nuclear steps were completed. Now Iran gets billions upfront for doing almost nothing.

News
JCPOA required nuclear steps before any money

Starmer Brexits · Jun 24, 2026

Under the Obama-era JCPOA, Iran received no frozen asset money until after it shipped out its uranium stockpile, ripped out centrifuges, and submitted to inspections — the opposite of what Trump agreed to.

Chapter 4 · 13:30

Iran Won the War: Ben Rhodes's Full Verdict

Ben walks through the comparison nobody wants to make but everybody should. Before the war, the US demanded absolute zero enrichment, no proxy support, and geographic caps on Iranian missiles that would prevent them reaching Israel. The MOU delivers none of these. Worse, under the Obama JCPOA that Trump spent years trashing, Iran received not a single dollar of frozen assets until after it shipped out enriched uranium, removed centrifuges, destroyed its plutonium reactor core, and accepted inspections. Now Iran gets $10 billion just from being able to sell oil again, before making any nuclear commitments whatsoever. Ben's verdict: the body language of this deal is one of complete surrender. Trump is far more worried about the Strait staying closed and economies collapsing than about looking weak. That fear — not strength — is why Iran holds all the leverage. Tommy and Ben then pivot to accountability, calling out the Foundation for Defense of Democracies, Lindsey Graham, Marco Rubio, and David Sanger for having sold a war that has now proven catastrophically wrong — and demanding they be run out of Washington's foreign policy ecosystem.

Claims made here

In 2015, Congress passed special legislation specifically to make it harder to conduct diplomacy with Iran, while requiring no equivalent process for declaring war.

Tommy Vietor no source cited

News
The Neocon Accountability Gap

Starmer Brexits · Jun 24, 2026 News

People who sold the Iraq and Iran wars as serious foreign policy experts — Lindsey Graham, the FDD, Marco Rubio — face zero accountability for being catastrophically wrong. Meanwhile, progressives who opposed the wars could never get on a Sunday show. That asymmetry needs to end.

Chapter 5 · 18:35

The Switzerland Talks: JD Vance, Competing Claims & the Toll Question

The Switzerland talks opened on rocky ground when the IRGC announced it was re-closing the Strait in protest of Israeli attacks on Hezbollah — Trump responded on Fox News by threatening to destroy Iran and kill everyone on the delegation before they could get home. Despite this warm-up, the talks proceeded, led on the US side by JD Vance, Steve Witkoff, and Jared Kushner. The two sides announced a high-level political committee, a working group of qualified experts, a 60-day roadmap, communications protocols for the Strait, and a Lebanon deconfliction cell. But major contradictions immediately emerged: Vance claimed Iran agreed to IAEA inspector re-entry, while Iran said no inspectors would return to bombed sites. Vance said frozen assets would only buy American crops; the MOU's actual text says Iran can spend the money on anything. Trump said the Strait is at record traffic volumes; in reality, only a few dozen ships per day are transiting, and Iran has already set up an insurance company to eventually toll the passage. The hosts play JD Vance's press avail — a combination of housing metaphors, millennial trash-talk definitions, and subtle insults to Iran — and express deep skepticism a real nuclear deal gets done.

Claims made here

JD Vance claimed Iran agreed to let IAEA inspectors back into Iran, but Iran says it has no plans to allow inspectors into sites bombed by the US and Israel.

Tommy Vietor no source cited

Iran has set up a new company to charge insurance for ships passing through the Strait of Hormuz, with Iran and Oman announcing discussions on costs for services provided.

Tommy Vietor no source cited

News
Why Iran Has No Incentive to Make Nuclear Concessions

Starmer Brexits · Jun 24, 2026 News

After the Suez Crisis, Egypt kept the canal and tolled it forever. Iran has already demonstrated it can extract revenue from the Strait of Hormuz. They can get the $10 billion, maybe the $24 billion, set up a toll, and never make a nuclear concession — and Trump is too scared of midterms to go back to war.

Chapter 8 · 29:00

Keir Starmer Resigns: The UK's Seventh PM in Ten Years

Tommy plays Starmer's resignation speech outside 10 Downing Street — noting it's a laundry list of modest achievements rather than a rousing valediction — before walking through the timeline. Starmer won Labour's biggest election in a generation in July 2024, but resigned just two years into a five-year term after Andy Burnham won his parliamentary by-election by 55% to Reform's 35%. That 20-point margin convinced Labour MPs that Burnham — from Northern England, precisely the region Labour has been losing to Reform — was a better bet for the next general election. Ben, speaking from London where he's been doing media all day, calls the moment anticlimactic: by the time it happened, everyone had already moved on. The analysts' diagnosis is consistent: Starmer never laid out a vision, was unable to tell a larger story, communicated in dry defensive fashion, and looked weak in the face of Trump — while failing to move decisively on Israel and Gaza, alienating the Labour left. The 'fate of the third plumber' metaphor sums it up: you've had two failed plumbers before, and the third one gets murdered.

News
Lebanon Is the Deal-Killer

Starmer Brexits · Jun 24, 2026 News

Netanyahu needs a war to stay in power. Israel is occupying southern Lebanon with no legal basis, killing 47 civilians in response to 4 soldier deaths, and outflanked to the right by rivals like Naftali Bennett. This gives Iran cover to withhold nuclear concessions — and could blow up the peace talks entirely.

Chapter 9 · 35:15

Andy Burnham's Opportunity and the Brexit Reckoning

Tommy walks through the structural challenges Burnham inherits: a country spinning its wheels on economic growth, no domestic AI industry, total exposure to US tech access decisions, a Reform party that could win the next election, and the unresolved decade-long disaster of Brexit — today happens to be Brexit's 10th anniversary. Ben notes that no British politician has successfully articulated what post-Brexit Britain is actually for, with the right only able to tell the story of getting to Brexit, not what came after. Ben's advice to Burnham: don't try to fix everything — pick 2-3 big vision items that give people a sense of directional progress, begin negotiating closer ties with Europe even if full EU re-entry is off the table, and crucially, stop appeasing Trump. Starmer gave Trump the royal carriage ride and got nothing back. Ben suggests doing what Georgia Meloni does — picking fights with Trump — because Trump's going to be an asshole either way, and Brits need a confidence boost. Tommy distills it: politics is basic. Look strong, not weak.

News
Data point 7th

Starmer Brexits · Jun 24, 2026

Keir Starmer's resignation after just two years of a five-year term means the UK is on track to have its seventh prime minister in a decade, a remarkable churn for a G7 democracy.

News
Keir Starmer's Rise and Fall

Starmer Brexits · Jun 24, 2026 News

Starmer won Labour's biggest election victory in a generation in 2024, then resigned two years into a five-year term. The diagnosis: no overarching vision, dry defensive communications, small-ball policy, and an inability to tell a bigger story — all while Nigel Farage ran rings around him.

News
Data point 20 pts

Starmer Brexits · Jun 24, 2026

Andy Burnham won his by-election with 55% of the vote versus Reform UK's roughly 35%, a 20-point margin that convinced Labour MPs he was better placed to lead the party into the next general election.

News
Data point 2 years

Starmer Brexits · Jun 24, 2026

Starmer won a landslide election victory in 2024 but resigned just two years into a five-year term, driven out by Andy Burnham's decisive by-election win and the collapse of his parliamentary support.

Chapter 11 · 42:25

Israel Recognizes Somaliland: Strategy, Bases, and Darker Theories

Tommy provides detailed context on Somaliland: a breakaway state that declared independence from Somalia in 1991, peacefully self-governed for over 30 years with its own currency and elections, but unrecognized by any country or the African Union. Israel broke that consensus in December 2025, and Bloomberg later reported Israel was seeking to build a military base there — a deployment that Israeli Defense Minister Israel Katz confirmed had been secretly coordinated for years. The strategic logic is obvious: Somaliland sits close to Houthi-controlled Yemen, giving Israel surveillance capability over Houthi missile launches and Gulf of Aden activity. Ben argues that the humanitarian and democratic talking points about Somaliland's governance are cover — nobody genuinely believes that motivated Netanyahu. The real risks are destabilizing Africa by validating breakaway separatism, creating a model where sovereignty can be sold for military base access, and potentially designating Somaliland as a destination for Palestinian ethnic cleansing — a darker theory also appearing in AP reporting. The US interest in the region, meanwhile, is hedging against the risk of being expelled from Djibouti the way it was from Niger.

Claims made here

A YouGov poll found that 6 in 10 Britons said it was the right decision for Keir Starmer to resign as Labour leader.

Tommy Vietor YouGov

A poll found that Labour under Starmer would trail Reform by 8 points in a general election, but Labour under Burnham would only trail Reform by 1 point.

Tommy Vietor no source cited

News
Data point 60%

Starmer Brexits · Jun 24, 2026

A YouGov poll found that six in ten British people believed it was the right decision for Keir Starmer to resign as Labour leader and Prime Minister.

News
Andy Burnham's Opportunity — and the Brexit Trap

Starmer Brexits · Jun 24, 2026 News

The UK hasn't reckoned with the economic damage of Brexit in ten years. Burnham needs to pick 2-3 big vision items, start rebuilding toward Europe, and — critically — pick fights with Trump rather than appease him. Starmer tried being nice. That failed.

Chapter 12 · 49:15

Colombia's Razor-Thin Election: El Tigre Wins

Tommy runs through the Colombia result: de la Espriella won 49.66% to Ivan Cepeda's 48.7%, an even slimmer margin than the first round. Tommy plays Trump bragging — without evidence — that his endorsement swung the race, explaining his simple theory that when people like him, they win. De la Espriella has promised jungle mega-prisons modeled on El Salvador's approach, a militarized war on drugs likely coordinated with the US military or Erik Prince–type contractors, and has already filed numerous lawsuits against the press. Outgoing President Petro alleged US and Israeli election interference without providing evidence. Ben argues this isn't really about Trump: there are real security concerns driving voters in Colombia toward authoritarian-leaning candidates, as in Ecuador and El Salvador. But the broader pattern — Bukele changing Colombia's constitution to stay in power, human rights deprioritized, right-wing leaders forming a bloc with Trump — is alarming. Brazil's October election is now the critical test: if Lula loses, left and center-left governments in Latin America will be almost entirely isolated.

News
Israel Recognizes Somaliland — and the Hidden Motivations

Starmer Brexits · Jun 24, 2026 News

Israel became the first country to establish diplomatic relations with the self-declared state of Somaliland — not out of principle, but for military positioning near Houthi-controlled Yemen. There are also darker reports suggesting Somaliland could be a destination for forcibly displaced Gazans.

Chapter 13 · 54:25

The World Cup: Joy, Underdogs, and Soft Power for Humanity

The mood lifts completely as Tommy and Ben turn to the FIFA World Cup, which both say they're addicted to. Tommy describes attending the US-Paraguay game, calling it the best experience ever, while both marvel at the US team looking serious in the tournament for the first time. The real story, though, is Cape Verde: a tiny island nation of half a million people, 350 miles off West Africa, holding Spain to a draw and then Uruguay to a draw. Their 40-year-old goalkeeper went from 50,000 to 15 million Instagram followers overnight; one player almost ignored the national coach's LinkedIn DM as spam. Ben adds Messi's 5 goals in 2 games, France looking lights out with Mbappé, and the DRC drawing Portugal. But the fan videos are what's capturing everyone's hearts. Tommy and Ben watch a compilation showing Norway fans rowing in Times Square, Scottish Tartan Army fans marching through Little Havana, English fans singing Sweet Caroline at a Texas rodeo, a Scot in a kilt rollerblading through Miami, and Uzbeki fans riding into Houston's stadium on horseback in full traditional dress. Iranian players left a locker-room note in LA reading 'we came with pride, competed with honor, and leave with dignity.' Ben says this is soft power for humanity itself — every country winning at once.

Claims made here

Abelardo de la Espriella won Colombia's presidential runoff with 49.66% of the vote versus Ivan Cepeda's 48.7%.

Tommy Vietor The Guardian

Cape Verde's World Cup goalkeeper went from 50,000 to 15 million Instagram followers after the team drew against Spain and Uruguay.

Tommy Vietor no source cited

News
Colombia's 'El Tigre' Wins — Latin America Shifts Right

Starmer Brexits · Jun 24, 2026 News

Right-wing candidate Abelardo de la Espriella won Colombia's presidency by less than one percentage point, promising jungle mega-prisons and a militarized drug war. With Ecuador and El Salvador already in the same camp, the only firewall is Brazil's October election.

News
Data point <1%

Starmer Brexits · Jun 24, 2026

Right-wing candidate Abelardo de la Espriella 'El Tigre' won Colombia's presidential runoff by less than one percentage point — 49.66% to 48.7% — in a deeply divided country.

Sports
The World Cup as Soft Power for Humanity

Starmer Brexits · Jun 24, 2026 Sports

The World Cup is producing extraordinary moments of cross-cultural joy: Scottish fans marching through Little Havana, Uzbek fans riding into Houston's stadium on horseback, Iranian players leaving a heartfelt locker-room note in LA. Ben Rhodes calls it soft power not for any one country — but for humanity.

Sports
Cape Verde: The World Cup's Greatest Underdog Story

Starmer Brexits · Jun 24, 2026 Sports

Cape Verde — a half-million-person island nation 350 miles off West Africa — held Spain and Uruguay to draws. Their 40-year-old goalkeeper went from 50,000 to 15 million Instagram followers. One player thought the national team's LinkedIn outreach was spam. This is what the World Cup is for.

Sports
Data point 15M

Starmer Brexits · Jun 24, 2026

Cape Verde's 40-year-old goalkeeper helped hold both Spain and Uruguay to draws at the World Cup, and in the process went from 50,000 to 15 million Instagram followers overnight.

Sports
Data point 5 goals

Starmer Brexits · Jun 24, 2026

Lionel Messi scored five goals in Argentina's first two World Cup matches, a stunning display that Ben Rhodes called unbelievable.

Chapter 15 · 1:06:00

Interview: India's Cockroach Movement with Rana Ayyub

Ben introduces Rana Ayyub, the investigative journalist and Washington Post columnist, for a check-in on Indian politics. She explains the Cockroach Janta Party origin story: India's Chief Justice made an off-the-cuff remark comparing unemployed youth who file court applications to cockroaches 'festering everywhere.' Rather than taking it as an insult, India's youth turned it into a satirical movement — 'We the Cockroaches' — with a five-point agenda targeting corruption, education, and hierarchical inequality. The Instagram page reached 22 million followers within seven days, organically, surpassing Modi, the BJP, and every opposition party in India. The BJP's response was immediate: the Twitter and Instagram accounts were banned on national security grounds, with Modi's party claiming many followers were Pakistani. The Cockroach Janta Party published its follower list to show they are overwhelmingly Indian. Ayyub explains the movement is walking a careful tightrope — deliberately avoiding the kind of confrontational street-protest posture that triggered government crackdowns in Pakistan, Bangladesh, and Nepal — but has captured something real about youth disenchantment with unemployment, corruption, and a government that treats activism as treason.

Claims made here

India's Cockroach Janta Party Instagram page gained 22 million followers within 7 days of its launch, surpassing the follower counts of Narendra Modi, the BJP, and all opposition parties.

Rana Ayyub no source cited

Society & Culture
India's Cockroach Movement Explained

Starmer Brexits · Jun 24, 2026 Society & Culture

India's Chief Justice called unemployed youth 'cockroaches.' Within 7 days, the satirical Cockroach Janta Party had 22 million Instagram followers — more than Modi or any political party. The government immediately tried to ban it, citing national security and claiming Pakistani backing.

Society & Culture
Data point 22M

Starmer Brexits · Jun 24, 2026

India's Cockroach Janta Party Instagram page gained 22 million followers within just seven days of launching — more than Modi, the ruling party, or any opposition party in India.

Chapter 16 · 1:12:10

Modi's Foreign Policy Failures: Trump, Netanyahu, and the Iran War

Ben asks Ayyub about Modi's foreign policy record, noting that almost everything Trump has done in his second term has hurt India — tariffs, siding with Pakistan in the India-Pakistan conflict, demanding a Nobel Prize for brokering a ceasefire, and making racist slurs about India. Ayyub is withering: India's foreign policy 'does not exist,' she says. Modi's people who built statues of Trump are now abusing him online. When Modi visited Netanyahu in Israel on a three-day trip, Israel launched its war against Iran the next day — leaving Modi looking either complicit or oblivious. When the US sank the Iranian vessel IRIS Jaina, killing three Indian sailors along with Pakistanis and Sri Lankans, Modi issued no condemnation — despite the fact the ship had been in India as India's guest for military demonstrations. At the G7, Trump's congratulations to Modi felt like personal image management rather than country-to-country diplomacy. Ayyub quotes Giorgia Meloni as a counterexample: when Trump insulted her, she pushed back publicly. Where, Ayyub asks, is India's self-respect?

Claims made here

The US struck the Iranian vessel IRIS Jaina, killing three Indian sailors and several Pakistani and Sri Lankan crew members, with no condemnation from Modi.

Rana Ayyub no source cited

News
Modi's Bizarre Relationship with Trump

Starmer Brexits · Jun 24, 2026 News

Modi campaigned for Trump, built statues of him, and positioned their relationship as a strongman bromance. Then Trump put tariffs on India, sided with Pakistan in the India-Pakistan conflict, bragged about ending their war, and demanded a Nobel Prize from Modi — who said nothing. India's Trump gamble has backfired spectacularly.

News
How the Iran War Is Crippling India

Starmer Brexits · Jun 24, 2026 News

The Iran war has triggered fuel shortages, rising petrol prices, shuttered small businesses, and an airline threatening closure in India. Modi's response has been to ask Indians to carpool and stop buying gold — while flying abroad for selfies. Three Indian sailors were killed when the US sank an Iranian vessel and Modi said nothing.

Chapter 17 · 1:18:40

The Iran War's Economic Fallout in India and Modi's Political Future

The Iran war has had immediate and tangible consequences for ordinary Indians. Modi has asked citizens to stop buying gold, stop flying, work from home, and carpool — implicitly admitting a fuel crisis that small business owners and restaurants are being crushed by. At least one major Indian airline has threatened to shut down without government intervention. This is happening in Modi's 12th year in power, and Ayyub says his popularity has genuinely declined as a result. To distract from the economic crisis, she says, Modi has intensified anti-Muslim rhetoric to divert public attention. Ayyub argues India now looks diplomatically isolated in a way that contradicts Modi's 'Vishwa Guru' self-branding — the Pakistani prime minister and field marshal are getting more international attention than India. Ben asks about the path forward for the opposition: Ayyub says Modi retains enormous structural advantages — co-opted opposition parties, a compromised Election Commission, central agencies used to intimidate rivals — and could plausibly win a third term. But the resentment on the ground is real, and the Cockroach Janta Party is the most visible sign of it. Ben and Ayyub close warmly; Tommy does a brief outro and wraps the full episode with production credits.

News
Data point 12 years

Starmer Brexits · Jun 24, 2026

The Iran war's economic fallout is hitting India during Modi's 12th year in power, with fuel prices rising, small businesses shutting down, and airlines threatening closure if the government doesn't act.

No indexed bits in this chapter.

Show stoppers

News
Iran Won the War — Ben Rhodes's Verdict

Starmer Brexits · Jun 24, 2026 News

Before the war, the US demanded zero enrichment, no proxy support, and geographic limits on Iran's missiles. The MOU delivers none of those things. Under the JCPOA, Iran got no money until after nuclear steps were completed. Now Iran gets billions upfront for doing almost nothing.

Society & Culture
India's Cockroach Movement Explained

Starmer Brexits · Jun 24, 2026 Society & Culture

India's Chief Justice called unemployed youth 'cockroaches.' Within 7 days, the satirical Cockroach Janta Party had 22 million Instagram followers — more than Modi or any political party. The government immediately tried to ban it, citing national security and claiming Pakistani backing.

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6 / 15 cited (40%)

Factual claims made this episode, and whether a source was named.

The US-Iran MOU grants Iran a 60-day sanctions waiver on Iranian oil sales that could earn Iran up to $10 billion.

Tommy Vietor estimate from a progressive economist

The US-Iran MOU allows Iran to access approximately $24 billion in frozen assets and spend those funds on any ultimate beneficiary designated by the Central Bank of Iran.

Tommy Vietor text of the US-Iran MOU

The US-Iran MOU punts on enrichment, only stating that 'the two parties also agreed to discuss the issue of enrichment,' without resolving it.

Tommy Vietor text of the US-Iran MOU

Under the JCPOA, Iran received no frozen asset money until after it shipped out its enriched uranium stockpile, removed centrifuges, and submitted to inspections — unlike the new MOU.

Ben Rhodes no source cited

Reuters reported that Iran's $300 billion reconstruction fund proposed in the MOU has received $150 billion in commitments.

Tommy Vietor Reuters

JD Vance claimed Iran agreed to let IAEA inspectors back into Iran, but Iran says it has no plans to allow inspectors into sites bombed by the US and Israel.

Tommy Vietor no source cited

Iran has set up a new company to charge insurance for ships passing through the Strait of Hormuz, with Iran and Oman announcing discussions on costs for services provided.

Tommy Vietor no source cited

Four Israeli soldiers were killed when Hezbollah hit an IDF tank in southern Lebanon, and Israel retaliated by killing at least 47 people.

Tommy Vietor no source cited

In 2015, Congress passed special legislation specifically to make it harder to conduct diplomacy with Iran, while requiring no equivalent process for declaring war.

Tommy Vietor no source cited

A YouGov poll found that 6 in 10 Britons said it was the right decision for Keir Starmer to resign as Labour leader.

Tommy Vietor YouGov

A poll found that Labour under Starmer would trail Reform by 8 points in a general election, but Labour under Burnham would only trail Reform by 1 point.

Tommy Vietor no source cited

India's Cockroach Janta Party Instagram page gained 22 million followers within 7 days of its launch, surpassing the follower counts of Narendra Modi, the BJP, and all opposition parties.

Rana Ayyub no source cited

Abelardo de la Espriella won Colombia's presidential runoff with 49.66% of the vote versus Ivan Cepeda's 48.7%.

Tommy Vietor The Guardian

The US struck the Iranian vessel IRIS Jaina, killing three Indian sailors and several Pakistani and Sri Lankan crew members, with no condemnation from Modi.

Rana Ayyub no source cited

Cape Verde's World Cup goalkeeper went from 50,000 to 15 million Instagram followers after the team drew against Spain and Uruguay.

Tommy Vietor no source cited