The Duran on Odysee

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https://www.varietycapital.co.uk/
https://x.com/RayZucaro

00:00 Introduction with Ray Zucaro
00:51 The yen situation and carry trade
02:20 US Treasury sells euros to prop up the yen
06:08 What this means for NATO and Europe relations
07:19 Why the yen is weakening now
09:38 Risk of another Asian financial crisis
10:05 Oil markets and the Strait of Hormuz disruption
12:19 Other oil producers stepping up supply
16:53 New Russia sanctions bill in Congress
18:31 Europe's recession risk and Germany's debt


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Iran's NEW Terms. US Siege Strategy Will Cripple Allies
The Duran: Episode 2594

00:00:00 Trump signals he's ready to exit the Iran conflict
00:00:52 Iran sets new terms for reopening the Strait of Hormuz
00:01:31 Conflict shifts from nuclear enrichment to Hormuz
00:02:42 Why the US lacks the means to force Hormuz open
00:03:11 How the ceasefire understanding fell apart
00:05:05 Trump caught without a victory to declare
00:07:32 Iran's dilemma over keeping Hormuz closed
00:09:26 Trump's real plan: simmer, not resolve
00:10:32 Trump's new victory narrative: Iran's crumbling economy
00:12:17 Why Trump won't cut a deal with Iran now
00:16:11 The long term siege strategy against Iran
00:17:17 Saudi Arabia and the Gulf states left exposed
00:17:53 New Saudi Pakistan Turkey alliance explained
00:23:29 Europe hurtling toward an economic crisis
00:24:25 Europe's natural gas shortage deepens

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Russia Hits Odessa As Black Sea Standoff Risks Wider War
The Duran: Episode 2593

00:00:00 Massive Russian strikes hit Odessa
00:01:42 No air defense left over Odessa
00:03:12 Russia's Black Sea sealift capacity
00:03:43 Fighting breaks out in Zaporizhzhia
00:05:02 Turkey moves to open the port
00:07:07 Turkey's nightmare scenario in the Black Sea
00:08:51 Turkey demands a Black Sea ceasefire
00:09:50 Turkey closes the Dardanelles
00:12:25 Russia's leverage over Turkey
00:15:17 The West's Black Sea propaganda unravels
00:18:16 How weapons moved through Odessa
00:21:07 Romania gets pulled into the war
00:22:46 Macron and von der Leyen's Romania play
00:29:51 Why Odessa matters for Turkey
00:35:20 Turkey's leverage with NATO grows

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Rare Earths and Drones: China Is Squeezing the West
The Duran: Episode 2592

00:00:00 Intro: China restricts rare earths and drone parts
00:01:35 China's strict licensing system for rare earth exports
00:02:51 F35 radar problems tied to rare earth shortage
00:03:59 US restricts tungsten exports amid shortage
00:05:20 Sanctions war hits military production
00:05:56 Trump and Xi set to discuss rare earths
00:06:22 China's drone components fueling Ukraine's war
00:07:21 China announces counter sanctions on drone exports
00:09:33 Prediction: Ukraine's drone offensive set to collapse
00:10:50 Europe can't replace cheap Chinese drone parts

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Hormuz Leverage Could Become Long Term Trap
The Duran: Episode 2591

00:00:00 Who is actually negotiating over Hormuz
00:00:57 Iran's account contradicts US claims
00:01:54 History of failed talks and the memorandum
00:02:55 Iran and Oman's single channel plan
00:03:53 Key point: a deal doesn't mean reopening
00:05:16 US and Gulf states oppose the agreement
00:06:40 Why would Iran give up its leverage
00:07:51 Does the US blockade stay in place
00:09:12 Toll or fund, who really controls it
00:11:13 Hardliner faction in Iran wants to resume war
00:14:35 The long war strategy explained
00:17:51 Iran's economic pressure and best path forward
00:21:48 Why closing Hormuz is a long term trap
00:24:07 Lessons from the JCPOA on trusting the US
00:27:37 Comparing Iran's choices to Assad's Syria

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Russia Rearms, West Disarms. Zelensky Wants US to Strike Russian Missile Launchers
The Duran: Episode 2590

00:00:00 Introduction to Project Ukraine update
00:00:30 Kremlin unifies military logistics command
00:02:17 Comparing new system to Soviet
00:03:29 Putin makes rear areas a combat task
00:04:49 New unified Russian drone command explained
00:07:15 How Russia's reshuffle differs from Ukraine's
00:09:35 Ukraine's chaotic shakeup versus Russia's smooth one
00:10:00 Zelensky furious over Patriot missile shortages
00:11:14 Zelensky wants Starlink to hit Russian launchers
00:12:37 Zelensky demands total Western commitment
00:15:09 Risk of direct US involvement in the war
00:17:07 Debating whether Ukraine can actually hit launchers
00:19:06 Russia's Rasvet satellite system explained
00:22:45 Could Russia retaliate against Starlink
00:27:15 US intelligence sharing restored, dirty war escalates

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Ukraine battlefield failures push Europe into desperate measures
The Duran: Episode 2589

00:00:00 40 day campaign ends
00:00:49 Campaign result: disaster
00:02:58 Russian breakthroughs begin
00:03:30 Black Sea blockade, Ukraine landlocked
00:04:01 Zaluzhny says forget NATO
00:07:47 Patriot missile deal collapses
00:08:18 Starlink and Star Shield plan fails
00:09:08 Europe's ceasefire push
00:14:00 Russia jamming Starlink
00:16:15 Which countries send troops

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The Duran: Episode 2588

00:00:00 Yen crisis and the US Japan intervention
00:00:35 Bank of Japan selling US treasuries
00:01:21 How the US stepped in to help
00:02:38 Bessent's background and strategy
00:02:58 Why the yen is really weakening
00:03:41 Energy prices hitting Japan's economy
00:04:30 The yen carry trade and the dollar system
00:05:37 The link to Iran and the Strait of Hormuz
00:07:56 The Iran Oman Hormuz agreement details
00:10:32 Trump's dilemma as pressure builds

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Scandal, Reshuffle Disaster. Germany's Merz Faces Calls to Resign
The Duran: Episode 2587

00:00 Introduction: Merz and Germany's Crisis
00:27 Political Crisis Meets Economic Crisis
01:47 East German Elections Backdrop
02:17 The Jens Spahn Surrogacy Scandal
04:17 Merz's Disastrous Government Reshuffle
06:07 Transport Minister Pick Backs Out
07:31 CDU Fury and the Traitor States Fallout
08:53 Calls Grow for Merz to Resign
10:51 Brussels Worries Over Project Ukraine
13:56 Le Pen, Weidel and Europe's Political Earthquake

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