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🗓️ 4 September 2023
⏱️ 60 minutes
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0:00.0 | This 60% high-en-risk uranium that we've been concerned about, |
0:04.0 | this is the 99% of the way to weapons-grade uranium from a technical perspective, |
0:10.0 | stockpile is not growing as fast as it was before. |
0:16.2 | Not that it's been eliminated, not that it's been removed, |
0:19.6 | not that they've stopped enriching high and rich uranium at 20% or let alone at the 60% level, |
0:24.8 | they have simply started to slow down their production of their highest and |
0:30.1 | rich uranium to date at 60%. That's the win. Before today's conversation just one housekeeping note I want to flag a couple of |
0:48.5 | upcoming guests. We are recording Mohammed Al- Arian and that episode will drop on Thursday of this week, not our regular Monday. |
0:59.1 | It will drop on Thursday. |
1:01.2 | And the reason we're getting that in is a whole slew of recent |
1:04.2 | economic numbers and developments to discuss and we always like checking in with |
1:08.4 | Mohammed when there is news in the macro economy and also in a few days the opening of the NFL regular season |
1:16.4 | including the Jets home opener Monday Night Football against the AFC East rival Buffalo Bills and Mohammed is a fellow Jets fan always has keen insight not only into economics and markets |
1:27.2 | but also into Jets football so in the Venn diagram he's in the sweet spot of topics I like to discuss and then soon after that we'll be having |
1:35.1 | Carl Rove return to the podcast to talk about 2024. There's a lot of thoughts, a lot of questions |
1:42.0 | I still have. I think there's a lot of conventional wisdom out there |
1:44.9 | That reflects a dynamic that is far less rigid than is actually being discussed and analyzed and hopefully car will help disabuse people of that conventional wisdom that Division throughout American history that I wanted to talk to him about. |
2:03.3 | But as for today's conversation, back in July, you may recall, we dedicated an entire episode |
2:09.0 | to the question of whether the U.S. is on the cusp of reaching a new deal with Iran or whether or not a deal |
2:15.5 | had actually already been hatched that nobody was talking about? Well, the answers to that |
2:21.2 | question are now becoming more clear. |
2:23.3 | It's complicated. |
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