Uploaded August 2026 | Updated September 2026, 3 weeks ago
The segment begins with an analysis of Iran, where Yates suggests the U.S. is currently in a "maintenance strategy" or "mowing the lawn" approach—using economic pressure and limited military deterrence to keep the regime in check. They discuss how global oil markets have already priced in the conflict and how Iran’s influence over the Strait of Hormuz may diminish as new pipelines and trade routes emerge.
The conversation then shifts to East Asia, focusing on President Trump's unique relationship with Kim Jong-un and the potential downgrading of military exercises with South Korea. Finally, the trio dives into the "economic nuclear weapon" that is Taiwan’s semiconductor industry. Yates emphasizes that a Chinese invasion would collapse the global economy, making deterrence through arms sales and alliance-building with Japan and South Korea more critical than ever.
Chapters
00:00 – Intro: Steve Yates Joins the Show
00:54 – Iran & The 60-Day Negotiating Framework
01:34 – The "Mow the Lawn" Strategy for the Middle East
03:00 – Impact of Gas Prices & Midterm Politics
05:03 – The Long-Term Decline of Iran's Influence in Hormuz
07:48 – North Korea: Military Exercises & The Trump Relationship
09:32 – Lessons Iran Learned from North Korea’s Nukes
10:34 – Taiwan: Semiconductors & Global Economic Stakes
11:44 – Is Xi Jinping a Rational Actor?
13:01 – Trump’s Second-Term Vision for China Relations
15:04 – Closing: Nation States with Yates Podcast Foreign Threats Heat Up Fast: Inside Scoop on Iran and North Korea
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Join Clay Travis, founder of OutKick, and Buck Sexton, former CIA analyst, as they break down the biggest stories in politics, culture, and daily news. Smart. Fun. Sane.
Follow us on your favorite social media platforms!
X: twitter.com/clayandbuck
Facebook: facebook.com/ClayandBuck
Instagram: instagram.com/clayandbuck
TRUTH Social: truthsocial.com/@ClayAndBuck
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Podcast: https://ihr.fm/3InlkL8
Website: clayandbuck.com
The segment begins with an analysis of Iran, where Yates suggests the U.S. is currently in a "maintenance strategy" or "mowing the lawn" approach—using economic pressure and limited military deterrence to keep the regime in check. They discuss how global oil markets have already priced in the conflict and how Iran’s influence over the Strait of Hormuz may diminish as new pipelines and trade routes emerge.
The conversation then shifts to East Asia, focusing on President Trump's unique relationship with Kim Jong-un and the potential downgrading of military exercises with South Korea. Finally, the trio dives into the "economic nuclear weapon" that is Taiwan’s semiconductor industry. Yates emphasizes that a Chinese invasion would collapse the global economy, making deterrence through arms sales and alliance-building with Japan and South Korea more critical than ever.
Chapters
00:00 – Intro: Steve Yates Joins the Show
00:54 – Iran & The 60-Day Negotiating Framework
01:34 – The "Mow the Lawn" Strategy for the Middle East
03:00 – Impact of Gas Prices & Midterm Politics
05:03 – The Long-Term Decline of Iran's Influence in Hormuz
07:48 – North Korea: Military Exercises & The Trump Relationship
09:32 – Lessons Iran Learned from North Korea’s Nukes
10:34 – Taiwan: Semiconductors & Global Economic Stakes
11:44 – Is Xi Jinping a Rational Actor?
13:01 – Trump’s Second-Term Vision for China Relations
15:04 – Closing: Nation States with Yates Podcast Foreign Threats Heat Up Fast: Inside Scoop on Iran and North Korea
Subscribe: youtube.com/clayandbuck?sub_confirmation=1
Join Clay Travis, founder of OutKick, and Buck Sexton, former CIA analyst, as they break down the biggest stories in politics, culture, and daily news. Smart. Fun. Sane.
Follow us on your favorite social media platforms!
X: twitter.com/clayandbuck
Facebook: facebook.com/ClayandBuck
Instagram: instagram.com/clayandbuck
TRUTH Social: truthsocial.com/@ClayAndBuck
TikTok: tiktok.com/@clayandbuck
Podcast: https://ihr.fm/3InlkL8
Website: clayandbuck.com
