Bulwark Takes
Bulwark Takes
April 24, 2026

Trump's War Could Cost Him EVERYTHING (w/ Nicholas Kristof) | The Bulwark Podcast

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Quick Read

Nicholas Kristof and Tim Miller dissect the catastrophic geopolitical and economic fallout of the Iran war, arguing it has weakened US strategic positions, empowered hardline regimes, and exacerbated global crises, all while highlighting the domestic political implications for the US.
The Iran war has worsened US strategic position, making Iran more likely to pursue nuclear weapons and depleting critical US missile stockpiles for other theaters like Taiwan.
Global economic ripples from the war, particularly disruptions to fertilizer supply, threaten to cause widespread food price increases and political instability.
Domestic political success for Democrats hinges on addressing corruption and improving governance in 'blue' cities, rather than solely critiquing Republicans.

Summary

Nicholas Kristof, a two-time Pulitzer Prize winner and New York Times columnist, joins Tim Miller on The Bulwark Podcast to critically assess the ongoing Iran war and its far-reaching consequences. Kristof argues the war was unnecessary and has left the US in a worse strategic position, potentially accelerating Iran's nuclear ambitions and depleting crucial US missile stockpiles needed for potential conflicts like Taiwan. The discussion also covers the severe global economic impact, particularly on food prices due to disruptions in fertilizer supply, and the humanitarian crisis in the West Bank fueled by increased settler violence. Kristof highlights the mutual reinforcement between Hamas and the Israeli right, leading to escalating extremism. Domestically, he points to the political vulnerability of authoritarian regimes due to corruption and poor economic policies, suggesting a path for Democrats to regain working-class voters by focusing on these issues and improving governance in 'blue' cities.
This episode provides a stark, critical analysis of the Iran war's profound and negative impacts, from geopolitical instability and the increased risk of nuclear proliferation to global economic disruption and humanitarian crises. It challenges conventional narratives by detailing how US actions have inadvertently strengthened adversaries and weakened its own strategic defense capabilities. For a domestic audience, it connects foreign policy failures to tangible economic hardships and offers a political strategy for Democrats to capitalize on public discontent over corruption and economic mismanagement, making it relevant for understanding both international relations and US political dynamics.

Takeaways

  • The Iran war was unnecessary and has left the US in a worse strategic position, potentially accelerating Iran's nuclear program.
  • The war has severely depleted US missile and interceptor stockpiles, compromising defense capabilities for potential conflicts in Taiwan or Europe.
  • Economic consequences include rising oil prices, a looming sulfur crisis impacting fertilizer and food prices, and global political disruption.
  • US foreign policy is inadvertently strengthening China's global standing as a 'sober, mature power' compared to a 'crazy' US.
  • Increased settler violence in the West Bank, backed by Israeli Defense Forces, constitutes an 'ethnic cleansing movement' with US complicity through weaponry.
  • Hamas and the Israeli right have mutually reinforced each other, leading to escalating extremism and brutal policies.
  • Authoritarian regimes, including the Trump administration, are vulnerable due to dumb economic policies and endemic corruption.
  • Democrats have a political opportunity to win back working-class voters by focusing on economic concerns, opposing foreign adventurism, and fixing governance issues in 'blue' cities.

Insights

1Iran War's Strategic Backfire and Nuclear Risk

The Iran war, deemed unnecessary, has left the US in a worse strategic position. Kristof believes it is now more likely Iran will acquire nuclear weapons in 3-5 years than before the war, as the previous, more favorable nuclear deal was rejected. The war has also led to a harder-line Iranian regime, less amenable to negotiation and more inclined to assert control over the Strait of Hormuz and pursue nuclear capabilities.

Kristof states, 'we got into this war unnecessarily and now we're in a worse position than when we started. You know we're now trying to get the straight of Hormuz reopened. Um and I think it's actually more likely that Iran will end up with nuclear weapons say you know 3 or 5 years from now than at the start of the war.' He also notes the regime change resulted in 'a harder line regime... more inclined to uh take over the straight, to build nuclear weapons.'

2Depletion of US Defense Capabilities and Taiwan Vulnerability

The Iran war has severely depleted US missile and interceptor stockpiles, including Tomahawk cruise missiles and Patriot Interceptors. This significant loss of inventory compromises the US's ability to execute contingency plans, particularly for defending Taiwan against a potential Chinese attack, thereby incrementally increasing the risk of such a conflict.

The host cites a New York Times story: 'The US has burned through around 1100 of its long range stealth cruise missiles built for war with China. Fired off a thousand Tomahawk cruise missiles roughly 10 times the number we currently buy each year. The Pentagon used more than 1,200 Patriot Interceptor missiles in this war at $4 million a pop.' Kristof adds that this will 'incrementally increase the risk of an attack on Taiwan.'

3Global Economic and Humanitarian Fallout

Beyond direct military costs, the war's disruption of the Strait of Hormuz is causing a 'sulfur crisis' affecting fertilizers, leading to rising food prices globally. This disproportionately impacts the poorest and most vulnerable populations, especially in countries like Malawi and Zimbabwe, at a time when international aid is being cut, exacerbating severe acute malnutrition.

Kristof explains, 'half of the people in the world today are alive because of artificial fertilizer or things like ura... as ura grows more expensive then farmers are going to be less able in poor countries to use it and so yields will decline and more kids will go hungry.'

4Escalating Settler Violence and US Complicity in the West Bank

Settler activity in the West Bank has dramatically worsened since October 2023, with brutal attacks on Bedouin villagers, including threats of rape and murder, as part of an 'ethnic cleansing movement.' This violence is increasingly backed by the Israeli Defense Forces, making the US complicit through its supply of weaponry without accountability.

Kristof states, 'settlers are brutally attacking these bedawin villagers um stealing their sheep, threatening to uh rape and kill the children unless they flee. It's really part of an ethnic cleansing movement.' He adds, 'this is partly because of our American policy' supplying weaponry.

5Corruption as a Weakness of Authoritarian Regimes and Trump

Authoritarian leaders, by surrounding themselves with 'yesmen,' tend to implement poor economic policies and become endemically corrupt. This corruption and economic mismanagement can be a significant political vulnerability. Kristof applies this model to the Trump administration, noting its pervasive corruption as a potential weakness that resonates with voters, even those in rural, Trump-supporting areas.

Kristof notes, 'the authoritarians um they surround themselves with yesmen and so as a result they tend to have dumb economic policies... and the other thing they do for the same reason... is they become corrupt.' He states, 'I think the corruption issue also resonates' with rural voters.

6Depraved Treatment of Afghan Allies

The Trump administration is forcing Afghan allies, who previously saved American lives and are now at risk from the Taliban, to choose between returning to Taliban-ruled Afghanistan or being sent to war-torn Congo. This policy is described as 'depraved' given the humanitarian dangers in both locations.

Kristof explains, 'these these folks uh they saved American lives uh in Afghanistan... they and their families are at risk in Afghanistan. If they are returned, um they will suffer brutally. Some will be killed and then sending them to Congo... it hasn't been solved.'

Bottom Line

The Iran war is inadvertently boosting China's global perception as a 'sober, mature power' compared to the US, which is increasingly seen as 'unstable and crazy,' leading countries like Canada to hedge by strengthening ties with China.

So What?

This shift in global perception undermines US soft power and geopolitical influence, potentially accelerating a reordering of the international system where China gains more trust and economic leverage, particularly in green energy sectors.

Impact

The US needs to demonstrate strategic stability and effective governance to counter this narrative, focusing on predictable foreign policy and domestic problem-solving to restore international confidence.

The US is considering providing aid to the UAE, one of the world's wealthiest countries, while simultaneously cutting humanitarian aid to crisis-stricken regions like Sudan and Yemen, where millions are dying unnecessarily.

So What?

This policy highlights a profound disconnect between US foreign aid priorities and global humanitarian needs, suggesting that geopolitical and corrupt financial interests (e.g., Trump family deals) are overriding ethical considerations and effective aid distribution.

Impact

Advocacy groups and policymakers could leverage this disparity to push for greater transparency and accountability in US foreign aid, redirecting funds to where they are most critically needed and exposing potential corruption.

Key Concepts

Mutual Reinforcement of Extremism

This model describes how two opposing extremist groups can inadvertently strengthen each other, leading to a decline in moderation. In the context of the Israeli-Palestinian conflict, Hamas's actions boost the Israeli right, and the Israeli right's brutal policies boost Hamas, creating a cycle of escalating conflict and destroying moderate voices on both sides.

Authoritarian Vulnerability through Corruption and Incompetence

This model suggests that authoritarian regimes, by surrounding themselves with 'yesmen' and lacking corrective mechanisms, tend to implement dumb economic policies and become endemically corrupt. This corruption and incompetence can lead to public dissatisfaction and eventually contribute to their downfall, as seen in historical examples like Orban in Hungary and argued for the Trump administration.

Opportunity Cost of War

This model highlights that the vast resources (financial, military, human) expended on war have significant alternative uses. Kristof illustrates this by comparing the cost of the Iran war to providing free college education and daycare, or maintaining critical defense stockpiles for other strategic priorities, demonstrating the missed opportunities and broader societal impact.

Lessons

  • Advocate for greater congressional oversight on presidential war powers, especially regarding extensions beyond the 60/90-day limits, to prevent prolonged, unapproved military engagements.
  • Support organizations working to alleviate global food insecurity and malnutrition, recognizing the ripple effects of geopolitical conflicts on supply chains and vulnerable populations.
  • Encourage Democratic politicians to adopt a clear message focusing on economic concerns of working-class Americans, opposing foreign adventurism, and demonstrating effective governance in 'blue' cities to broaden their appeal.

Notable Moments

Nicholas Kristof recounts a harrowing experience in eastern Congo in 1997, where his plane crashed, and he was later chased for five days through the jungle by a Rwandan-backed militia after witnessing a massacre and attempting to interview a warlord.

This personal anecdote underscores the extreme dangers and instability in regions like Congo, providing context for Kristof's outrage at the US considering sending Afghan allies to such a volatile environment. It highlights the real-world consequences of foreign policy decisions on vulnerable populations and the depravity of abandoning allies to dangerous fates.

Quotes

"

"We got into this war unnecessarily and now we're in a worse position than when we started."

Nicholas Kristof
"

"I fear that we may be turning Iran into a North Korea."

Nicholas Kristof
"

"The idea that we would undermine our capacity to defend Taiwan, undermine our capacity to defend Europe... this is undermining our defense, not enhancing it."

Nicholas Kristof
"

"We've saddled them with a more oppressive harderline regime that is more likely to be around that in 5 years than it would have been otherwise and they are the people who were suffering the most in this and you know they've been kind of lost I think in our national international conversation and my you know my heart just totally goes out to them. We've totally screwed them over."

Nicholas Kristof
"

"Half of the people in the world today are alive because of artificial fertilizer or things like ura."

Nicholas Kristof
"

"Journalists should neutrality, I don't think, is required to to not be assassinated."

Tim Miller
"

"Settlers are brutally attacking these bedawin villagers um stealing their sheep, threatening to uh rape and kill the children unless they flee. It's really part of an ethnic cleansing movement."

Nicholas Kristof
"

"Hamas and the Israeli right have mutually supported each other... these two extremists uh just mutually reinforcing each other and destroying moderation on each side."

Nicholas Kristof
"

"When you put tampons in kindergarten boys bathrooms that you're just this is self-parody."

Nicholas Kristof
"

"Depraved is exactly the right word. I mean, these these folks uh they saved American lives uh in Afghanistan... they and their families are at risk in Afghanistan. If they are returned, um they will suffer brutally. Some will be killed and then sending them to Congo."

Nicholas Kristof

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