Interviews 02
Interviews 02
June 15, 2026

Col. Jacques Baud: US & Iran Reach MoU – War Ends IMMEDIATELY on All Fronts (Lebanon Included)

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Quick Read

Colonel Jacques Baud asserts that a US-Iran Memorandum of Understanding signifies Iran's strategic upper hand, while Israel's aggressive policies, driven by Netanyahu's personal interests, are self-defeating and risk its long-term survival.
Iran has achieved a strategic upper hand, forcing US concessions on Lebanon and the Strait of Hormuz.
Israel's security policy, driven by Netanyahu's personal agenda, is self-destructive and alienating global support.
Western strategic blunders in the Middle East have consistently created unmanageable crises, from Iraq to Ukraine.

Summary

Colonel Jacques Baud and Kamran Ghaffarpour discuss a recent Memorandum of Understanding (MOU) between the US and Iran, which includes concessions regarding Lebanon and the Strait of Hormuz. Baud argues that this development demonstrates Iran's strategic advantage and the US's losing position in the region. He contends that Israel, particularly under Netanyahu, pursues aggressive policies that are counterproductive to its own security and are increasingly isolating it globally. Baud highlights that Israel's military capabilities are often overstated and that its actions, such as occupying Lebanese territory, directly fuel the existence of groups like Hezbollah. The conversation also touches on the West's short-term strategic thinking, which has led to self-inflicted crises like uncontrolled migration, and the diminishing international support for Israel due to its human rights record.
This analysis offers a contrarian view on the power dynamics in the Middle East, suggesting that Iran has gained significant leverage over the US and that Israel's current policies are unsustainable. It challenges conventional narratives about Israeli military superiority and Western strategic competence, providing a framework to understand ongoing regional conflicts and their potential long-term outcomes, including the possibility of Israel's disappearance if it fails to adhere to international law and seek peace with its neighbors.

Takeaways

  • Iran has secured a Memorandum of Understanding (MOU) with the US, including concessions for Lebanon and joint management of the Strait of Hormuz, indicating Iran's strategic upper hand.
  • Israel was excluded from the US-Iran negotiations and is seen as a 'loser' in the current geopolitical shift, with its aggressive policies creating its own threats.
  • Colonel Baud argues that Israel's security would be enhanced by adhering to international law and withdrawing from occupied territories, but Netanyahu's personal interests prevent this.
  • The West's foreign policy is characterized by short-term, opportunistic thinking, leading to self-cornering situations and unintended consequences like mass migration.
  • Israel's military technology and capabilities are largely overstated, as evidenced by the performance of systems like the Iron Dome and Merkava tanks against modern threats.
  • Hezbollah's existence is directly tied to Israel's occupation of Lebanese territory; a full Israeli withdrawal would remove Hezbollah's primary rationale.
  • International support for Israel is diminishing, with the US questioning its alliance and other Western nations opposing its aggressive actions.

Insights

1Iran's Strategic Ascendancy and US Concessions

Iran has achieved a significant strategic victory, evidenced by a Memorandum of Understanding with the US. This agreement reportedly includes US concessions on Lebanon, such as a ceasefire and ending occupation, and joint Iranian-Omani management of maritime services in the Strait of Hormuz, including a new 'maintenance fee' for passage. This indicates Iran's growing leverage and the US's desire to de-escalate.

The host details Iranian media reports of the MOU, mentioning the release of frozen assets, lifting of blockades, and demands for Israeli withdrawal from Lebanon. Colonel Baud states, 'Iran has the upper hand in this conflict.'

2Israel's Isolation and Self-Defeating Policies

Israel is increasingly isolated, excluded from key negotiations, and its aggressive policies are counterproductive. The world's perception of Israel has dramatically worsened, forcing it to rely more heavily on US protection. However, its actions, such as occupying territories and targeting civilians, generate deep animosity, creating its own threats and undermining its long-term security. Netanyahu's decisions are framed as serving personal interests over the state's security.

Colonel Baud notes, 'The whole of the world hate Israel' () and 'Israel creates its own threat, and then requires the presence of the US.' (). He also states, 'Netanyahu acts based on his own personal interest, not based on the interest of the Israeli people or Israel as a state.' ().

3Overstated Israeli Military Capabilities and Western Strategic Failures

The perception of Israel's military and technological superiority is largely overstated. Systems like the Iron Dome and Merkava tanks have shown limitations and are not as effective as claimed, especially against modern, asymmetric threats. More broadly, Western foreign policy, driven by short-term opportunistic thinking, consistently creates unmanageable crises, from Iraq and Afghanistan to Ukraine, leading to unintended consequences like uncontrolled migration.

Colonel Baud, drawing on procurement experience, states, 'Don't overestimate the Israelis.' () and details the shortcomings of the Iron Dome () and Merkava tanks (). He also criticizes Western actions: 'Everywhere where the West has acted, it has cornered itself into a situation that it couldn't couldn't manage.' ().

Key Concepts

The West has the clock, Iran has the time

This model suggests that Western powers, particularly the US, operate under short-term political cycles and pressures ('the clock'), forcing quick, often ill-conceived decisions. In contrast, Iran employs a long-term, patient strategy ('the time'), allowing it to wait for opportune moments and outmaneuver adversaries over extended periods, ultimately gaining leverage.

Self-Created Threats

This model describes how a nation's aggressive or non-compliant actions inadvertently generate the very threats it claims to be defending against. For example, Israel's occupation of Lebanese territory directly provides the rationale for Hezbollah's continued existence and operations, thus creating its own security challenge.

Quotes

"

"Israel creates its own threat, and then requires the presence of the US."

Col. Jacques Baud
"

"The whole of the world hate Israel. That means that Israel understand that now they they should rely more and more on US protection."

Col. Jacques Baud
"

"Netanyahu acts based on his own personal interest, not based on the interest of the Israeli people or Israel as a state."

Col. Jacques Baud
"

"To have peace, Iran at one point will need to have a decisive victory on Israel."

Col. Jacques Baud
"

"It's brutality without intelligence. Intelligence in the sense brain in the the brain sense of the not in the military or as has been said."

Col. Jacques Baud
"

"As long as you will have one Israeli on a square feet a foot of of Lebanon Lebanon Hezbollah will will keep will maintain its its presence."

Col. Jacques Baud

Q&A

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