Ex–Trump Intel Official Sounds Alarm on Iran (w/ Sue Gordon)

Summary

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Bulwark Takes: Ex–Trump Intel Official Sounds Alarm on Iran

Podcast Date: March 31, 2026
Host: Sam Stein (The Bulwark)
Guest: Sue Gordon (Former Principal Deputy Director of National Intelligence, Trump Administration & host of "Understandable Insights")

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Episode Overview

In this urgent and candid episode, Sam Stein interviews Sue Gordon—a veteran of the US intelligence community—about the escalating crisis with Iran, the legacy of US policy over past administrations, intelligence capacity, and the difficult off-ramps available to the United States. Drawing on her decades of experience—including her time as the principal deputy DNI under Trump—Gordon offers a sobering and complex view of US-Iran relations, the limitations of intelligence and military power, and the pitfalls of current US strategy. The discussion is especially timely as military tensions are ongoing and policy decisions remain in flux.

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Key Discussion Points & Insights

1. Sue Gordon’s Background and Credentials

[02:48]

• Gordon emphasizes her career as an intelligence officer: 30 years at CIA, worked on everything from Soviet weapons to cyber and operations, then served as deputy DNI (the “career intelligence officer”, not a political appointee).
• Role at ODNI: bridging intelligence craft with policy, fostering alliances and intelligence sharing.

Notable Quote:

"The principal Deputy Director of National Intelligence is perhaps the worst title in all the universe... The way to think about the principal deputy is that is the career intelligence officer... So that's me."
– Sue Gordon, [02:48]

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2. Intelligence Perspective on Iran: Trump Administration Era

[05:06]

• US has long viewed Iran’s regime as “incredibly malign,” with a top priority being to prevent nuclear capability.
• The JCPOA (Iran nuclear deal) was regarded as effective at constraining Iran’s weapons development, but funds freed by deal were believed to support Iran's regional destabilization and proxy attacks.
• Trump’s withdrawal from JCPOA increased regional tensions and economic impacts, especially on Europe.

[06:03] Context on JCPOA:

• Stein briefly interjects to clarify the JCPOA for listeners (nuclear limits for sanctions relief and inspections).

[08:21]

• Iran sought to draw the US into a "hot war" to fracture US alliances and increase its leverage, hoping to position the US as the aggressor.

Notable Quote:

"In those first years of the Trump administration, we were beginning to not always be seen as the good guy or working in partnership with our partners. So... they thought that if they got us to do something particularly difficult for our allies, that would weaken our ability to have a coalition."
– Sue Gordon, [09:27]

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3. Nature of the Iranian Regime and Prospects of Moderation

[12:36]

• Iran’s leadership is fundamentally "dogmatically aligned" and entrenched; moderates likely lack power due to the regime’s violent, retributive suppression.
• Economic instability sometimes fuels uprisings, but US policy failures have made nurturing moderate alternatives even harder.

Notable Quote:

"It would be unlikely that people who had an outwardly completely different view of the world than the regime are in positions of power... the likelihood that moderation is going to be what we find [now]... is vanishingly small."
– Sue Gordon, [12:45]

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4. Intelligence Gaps and Policy Consequences

[15:11]

• Iran is a "patient adversary;" regime change would require far more than military power, and quick solutions are unlikely for such a deeply-entrenched society and culture.
• US intelligence on Iran has waned due to physical withdrawal from the region and weakening alliances; technical intel cannot replace human sources and local context.

Notable Quotes:

"They're not going away anytime soon. You're not going to be able to shock and awe them into submission. This is a 6000 year old society..."
– Sue Gordon, [15:34]

"We don't have presence in the region that we used to... There is something to knowing the people, being local, hearing those things going on, particularly if you're contemplating something like regime change..."
– Sue Gordon, [18:27]

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5. Limits of Military Action and Role of Allies

[21:02]

• US military capabilities for aerial bombardment remain world-class, suggesting strong foundational intel (locations, capabilities).
• However, operational/leadership-level intelligence and groundwork for regime change or moderation is lacking.
• Israel is both an invaluable intelligence partner and a source of friction—sometimes acting on different priorities and not always aligned with US policy interests.

Notable Quotes:

"Understanding of the performance of weapon systems, understanding of locations, it's just so good and so breathtaking... what that is mostly based on is what we call foundational intelligence. Things you know about capabilities and locations."
– Sue Gordon, [21:02]

"Israel is such an impressive partner... But they're also a problematic partner because they have different interests from us and they understand the policy process that we go through."
– Sue Gordon, [22:26]

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6. No Good “Off-Ramps”: The Dilemma in US Policy Toward Iran

[24:35]

• Three proposed “off-ramps”:
  1. Declare victory and exit.
  2. Send US troops to control critical areas (e.g., Strait of Hormuz).
  3. Prepare for a lengthy, grinding conflict.
• Gordon sharply critiques all three, particularly “declare victory and leave,” noting Iran can disrupt global energy routes, the Gulf States would be left highly vulnerable, and limited US troop deployments would be insufficient against the geographic and political challenge.

Notable Quote:

"All that's left is regime change. But, boy, I don't know that you've prepared to do that."
– Sue Gordon, [27:19]

"It feels like I'm on the Titanic and there's an iceberg ahead, and all we're doing is saying there's no iceberg there. It feels like we are incredibly boxed in here."
– Sue Gordon, [29:24]

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7. The Outlook: Next Steps and President Trump’s Approach

[30:49]

• Gordon expects more "assertion than strategic effect" from Trump, and stresses the need for real negotiation and outreach to the American people about the stakes.
• Warns about the lack of institutional depth and expertise in the current US government, especially after years of eroding alliances and reliance on career professionals.
• The likeliest outcome, despite everything, is a return to some version of the JCPOA, as total victory is unrealistic for both sides.

Notable Quotes:

"It is quite another thing for [an assertion] to have good strategic effect year over year. And President Trump is particularly noteworthy in my experience of not thinking of second- and third-order effects."
– Sue Gordon, [30:49]

"We're going to end up close to the JCPOA. It's just that's where it's going to end up."
– Sam Stein, [33:21]

"If you look at the worldwide threat assessment and if you look at the president's strategy... two actions that we've taken that I think are the most damaging in this administration is one, the destruction of our alliances... and then the second thing... the degradation in our other institutions."
– Sue Gordon, [34:16]

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Memorable Quotes

• "[Regime change] would have to be incredibly well planned and would not be effected simply by the overwhelming military power that we've displayed."
  – Sue Gordon, [15:34]

• "Of course those things were known. I love your question on intelligence though. And I think there are some signals that suggest that from an intelligence perspective, we don't have what we had in what I described 2017–19."
  – Sue Gordon, [17:57]

• "Boy, I don't know that you've prepared to do that...I don't know how the walk away works. In other words, I heard this from someone... It feels like I'm on the Titanic and there's an iceberg ahead, and all we're doing is saying there's no iceberg there."
  – Sue Gordon, [29:24]

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Timestamps for Major Segments

• [02:48] – Sue Gordon explains her intelligence background and role structure at ODNI
• [05:06] – Assessment of threats from Iran & the Trump administration's approach
• [06:03] – Stein explains the JCPOA for listeners
• [08:21, 09:27] – Iran’s attempts to provoke US, impact of US coalition politics
• [12:36] – Possibility (or impossibility) of moderation in Iran's regime
• [15:11] – Why “shock and awe” and regime change are unlikely to work
• [17:57] – On-the-ground intelligence and what’s been lost since Trump
• [21:02] – Value of US air power, limitations of intelligence, Israel as a partner
• [24:35] – Assessing possible off-ramps: all are fraught, “regime change” least tenable
• [29:24] – Titanic/iceberg metaphor for current US predicament
• [30:49] – Trump’s style, need for real diplomacy, and the likely return to a deal
• [34:16] – Consequences of lost alliances and institutional capacity

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Summary and Takeaways

• The current US position on Iran is deeply constrained by years of lost alliances, degraded intelligence, and lack of clear strategic objectives.
• Military might is not a panacea; intelligence is vital but diminished, and regime change is neither feasible nor prepared-for.
• The most likely outcome is a negotiated deal reminiscent of JCPOA, but with the US now facing diminished leverage and standing.
• Real diplomacy, alliances, and honest communication with the American public are urgently needed—much more so than further military action or posturing.

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Final words from Sue Gordon:

"Even if our best choice is walking away, we have left a very difficult economic and geopolitical situation." – [29:24]

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For more insights:
Check out Sue Gordon’s podcast, "Understandable Insights."

Transcript

[Josh Spiegel]

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[Sue Gordon]

With VRBoCare, help is always ready before, during, and after your stay. We've planned for the plot twists, so support is always available because a great trip starts with peace of mind.

[Sam Stein]

Everyone, welcome to the Bulwark. I'm Sam Stein, the managing editor at the site, and I am incredibly pleased to be joined by Sue Gordon, who is. If you don't remember sue, she was the deputy, or, sorry, principal deputy Director of National Intelligence during the first Trump administration. So you think you served in 2017-2019? Correct me if I'm wrong about that. She is also, more importantly, the host of Understandable Insights, new podcasts that are relatively new podcasts that everyone needs to be following. What? You're basically explaining complex national security issues in ways that people can understand and get at the significance of why this stuff matters. Right? Yep.

[Sue Gordon]

Perfect. Hey, Sam, great to be here with you.

[Sam Stein]

And I will note, I'm going to note this. I didn't want to bring it up, but she made me do it. She's wearing a Duke sweater. A proud alum. Difficult night yesterday, but we're not going to talk too much about that. This is not a college basketball podcast, so.

[Sue Gordon]

No, it is. It is not, actually. I'm just, you know, I'm all about being true and Duke's my team. Even though, oh, my God, you know, I'm really proud of the women. They went even further than you might have thought. But, boy, that was a tough loss. That was a tough loss to UConn yesterday and. But congratulations to the Huskies. They. They totally deserve the win.

[Sam Stein]

I act like I'm part of the team. I'm just a fan, but no, it was a great game. Not for you guys, but for us. We're going to be talking about serious matters today. We're going to focus, obviously, on what's happening in Iran. And, you know, I just want to level set with the people who are watching this because things are so dynamic. We are recording this Monday, March 30, around 3:30ish PM and we just don't know what's going to happen between now and when this gets published. Let's start with sort of credentials. So obviously I gave your title from the Trump administration, but I think it's important to establish for the listeners and the viewers just sort of how you came about into this field, the time and effort you spent in the intel community and what expertise you got through that on the situation in Iran.

[Sue Gordon]

Thanks, Sam. And super important topic. And who knows. So the principal Deputy Director of National Intelligence is perhaps the worst title in all the universe. I am in fact a career intelligence officer. I joined the CIA right out of college, spent 30 years there doing everything from analysis of Soviet weapons systems to building collection systems to cyber to support. So I did logistics and finance and facilities, know a little bit about that stuff. Spent some time at the National Geospatial Intelligence Agency. So I understand about combat support and the value of time and space. And then my last gig was being an appointee of the first Trump administration. The way to think about the principal deputy is that is the career intelligence officer. Right? Right. So you have political appointees that are his closest advisors on his policy. But the structure that was put in place was really designed to make sure that you had somebody who understand the craft and discipline of intelligence. So that's, that's me. The important thing about that time at the DNI is for an intelligence officer to sit in the policy room to understand the decision making and to understand how intelligence and other crafts intersect. That and how those two things come together is, I think, something that gives me a little bit of credence in this moment. Plus, the DNI particularly is responsible for the alliances and the partnerships and the sharing of intelligence, which again is modestly important or completely underused and squandered, depending on which demonstration.

[Sam Stein]

We are going to get to that later in the podcast. I know this is an incredibly broad question and obviously time we're now talking about six, seven years ago, but what was the sort of general consensus, if there was one, about the US Relationship to Iran during the first Trump administration? Obviously, there's always been an adversarial relationship that spans across administrations. Different administrations have taken different approaches to that adversarial relationship. But what was sort of the intelligence community's understanding about the threat that Iran posed in the first Trump administration while you were there?

[Sue Gordon]

Yeah, great, great question. So one everyone knows, you know, for its entire history and, and we had a little bit to do with the installation. We, the United States had a Little bit to do with the installation of this regime that has proven over years to be incredibly malign. As the years went on, we believed it was incredibly important that they not acquire nuclear capability, because you have. You have the great powers that kind of understand that and have come to an agreement and understand about what when you don't bring it into play, and then you have a bu of people like North Korea and Iran and you're like, are they really not going to use it in some casual way because they don't have the same global responsibility? So always malign. We've known that. And really dedicated to not having them get a nuclear capability. Enter the Trump administration and there are two things that are true. Number one, JCPOA and all the intelligence community assessments was it was pretty effective at keeping them from.

[Sam Stein]

Just so people understand, JCPOA is the nuclear deal that the. The nuclear deal that the Obama administration struck with Iran put some limitations on their ability to develop a weapon in exchange for some sanctions relief. And then obviously, inspections were part of it, more or less.

[Sue Gordon]

Right. And the general assessment, I remember the Worldwide threat assessment of 2019, kind of the last thing that was briefed to Congress before I left was the intelligence community assessed, much as they did right before this war, that Iran was, by and large, was being constrained and not continuing to pursue the actual development of weapons, different from. Was there different assessments of whether they were still working on a capability that could become that. So we come into his administration, there's always the worry of nuclear threat. But in general, that agreement by assessment was largely constraining them because of the assessments. That said, the second thing that had happened is the money that had been provided to them as part of incentives to allow that oversight. It became clear that they were using that to develop weapons capabilities. And that in the first Trump administration, they started really saber rattling. And with a lot of proxy forces, we're doing a lot of damage in the region, not just to our forces, but to others in the region. So those two things are true. The last thing I remember, I remember other things, but the last thing that happened as I was on the way out the door was you basically had. The killing of Soleimani was the last thing. And what preceded that was Iran doing a lot of things, in our estimation, to try and suck the US Into a hot war with them. Our intelligence was so good that we, by and large, were able to stay ahead of them. And President Trump at that point, kind of listened to the leaders he had in place. And even when a drone was shot down. He did not attack disproportionately with overwhelming force. And so that's where we leave it.

[Sam Stein]

You said something pretty, I guess, provocative for me just there. It was understood that Iran wanted to draw the United States into a hot war during the first Trump administration.

[Sue Gordon]

Yeah. Our coalition was fragile. There was huge economic impact as the Trump administration walked away from the agreement. There was a lot of impact, and there always is disproportionate impact on Europe and European leaders about what they were going to be able to do in response to this. And one of the concerns was if we went in with that condition into super aggressive wartime activities, that it would have impact that we couldn't necessarily control, nor did we want, especially in light of how well we were able to counter the proxy forces at that time.

[Sam Stein]

Sure. But did the Iranian leadership want to have an engagement with the United States militarily? Because that seems almost counterintuitive. Right. I mean, obviously our capabilities are much stronger than theirs. It's the brunt of it will be felt by them.

[Sue Gordon]

Yeah. So great question. Here's what I would say about that is the diplomacy game is always who's the good guy and the bad guy.

[Sam Stein]

Right.

[Sue Gordon]

In those first years of the Trump administration, we were beginning to not always be seen as the good guy or working in partnership with our partners. So it could have been an equation that they thought that if they got us to do something was particularly difficult for our allies, that would weaken our ability to have a coalition and that would increase their position. So, not that they thought then that they could withstand the kind of massive power. Cause no one can.

[Sam Stein]

Right.

[Sue Gordon]

Listen, we're like parents with children. We can do an incredible damage to get the compliance we want. Because we're so powerful, it would be best if we left them liking us a bit so they take care of us in their dotage. And I think that's the tension we're trying to run here.

[Sam Stein]

You're trying to turn this conversation onto my parental skills, and I am not gonna take the bait.

[Josh Spiegel]

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[Sam Stein]

ask you about your sense of because you made another point about the North Koreans and the Iranians and sort of the differentiation between those nuclear or wannabe nuclear powers and others and and how it's it's hard to somewhat tell if they are morally serious actors on the world stage, more or less if they take responsibility seriously. What I I, I don't have a really great sense of sort of the Iranian domestic political structure, but is there a sense in the intel community that there are people in the Iranian leadership or in the Iranian political system who are serious and who do want to be well intentioned good actors, even if they do want to develop a nuclear weapon and that you can deal with them? Or are they all malignant and problematic and we have to approach them with an adversarial bend of mind?

[Sue Gordon]

Yeah. So I love that statement. There are always good guys.

[Sam Stein]

Sure. It's levels of good though, right? It's like yeah, yeah.

[Sue Gordon]

I would say that this regime that is still in place in some construct has been in place for a long time. It is dogmatically aligned. There are most of the people in positions of power, particularly with a massively violent retributive regime. It would be unlikely that people who had an outwardly completely different view of the world than the regime are in positions of power. That said, I think the public uprising, I think the conditions that were set economically that led to similar uprising in 2019. One of the challenges that we have not met as a nation so far is what off ramp do you give the moderates? What outcome do you give them that they could possibly accept to be able to find those people and develop it? So I suspect the people we're talking about were not in positions of power. I suspect that now that we have done such damage and created instability, the likelihood that moderation is going to be what we find. But that is in fact what you would have hoped we would have invested in before we took an action like this.

[Sam Stein]

Well, that was the, that was like, that was the conceit of the jcpoa. Right. It's like if we give you some sort of diplomatic off ramp and then we give you sanctions relief, you, the moderate leaders will be rewarded by your country because they will be more enriched. They'd be part of the global community and there'd be a sort of secondary benefit to that.

[Sue Gordon]

Right. And so the people, the people that are on two sides of this and they'll, and, and people would make the same argument about China and what Nixon thought is that if we welcomed them into the global economy, they would somehow become not Chinese communist. And so the people on this, that doesn't always happen. Right on. Right, right. And that's the work, that's the work of the institutions.

[Sam Stein]

What was the assessment of what. Well, I don't know if they ran it in 2018, 2019, but there's obviously some papers, white papers that were done more recently and including by ex Trump officials about how Iran would react to military intervention by the United States. What was your sense of sort of the war planning around that and, and what kind of likely responses the Iranian government would have to any sort of military intervention?

[Sue Gordon]

Yeah. So remember, this is shocking to me that I've been out six years and I would never presume to know exactly what they're doing internally, but this is actually in fact the work you hope that they had been doing between 2019 and today would have been to do this. I will say that Iran is a patient adversary.

[Sam Stein]

What do you mean by that?

[Sue Gordon]

They're not going away anytime soon. You're not going to be able to shock and awe them into submission. You can't ask them to be who they're not. They are a regional power different from Russia and China that tend to be more global when they focus on the United States is to get them out of where of their region. So all those things make them different than say Venezuela or others. This is a 6000 year old society and I say society might even use country, but it sure isn't nation because it's not people that just came together politically. This is a entrenched culture that for 46, 47 years have been under the same leadership. They've never even transitioned. So I think my assessment and what I would have expected to See is that regime change might be the only thing that would work. But to effect every regime change with this situation in this environment would have to be incredibly well planned and would not be affected simply by the overwhelming military power that we've displayed. I don't think there are many people that would disagree with that.

[Sam Stein]

No, I don't think so. It raises a sort of secondary question about what kind of limitations we might have with respect to our intelligence on the Iranians. Although you've, you've said that we have fairly good intel developed over many decades. But like for instance, you know, at one point I heard Donald Trump say that I'm paraphrasing here, that no, no one anticipated that they would retaliate against their Arab neighbors if, if we, if the US had struck them.

[Sue Gordon]

Qatar, Saudi Arabia, UAE, the three of them, Kuwait, Bahrain, they've been 100%. Now in all fairness, you know, they

[Sam Stein]

could have gone the other way.

[Josh Spiegel]

They were surprisingly missiled.

[Sue Gordon]

They were shot at. Nobody ever thought they'd be shot at.

[Sam Stein]

Is that. How can that be true? I mean, I feel like that and the Strait of Hormuz being closed seem to be very obvious outcomes of an invasion. And yet here we are and we have an administration that says, well, no one ever anticipated this. If you can't get the intel right, how do you go about effectuating regime change?

[Sue Gordon]

There are two chances that those two statements you just said are true are two and slim just walked out the door. Of course, of course those things were known. I love your question on intelligence though. And I think there are some signals that suggest that from an intelligence perspective, we don't have what we had in what I described 2017-19.

[Sam Stein]

Elaborate on that.

[Sue Gordon]

And here are the signals. Number one, we don't have presence in the region that we used to a part of this administration, the first one, and then even continue with Biden. We basically pulled away from our physical presence. And as much as I love me some technical intelligence because that's what I built, there is something to knowing the people being local, hearing those things going on, particularly if you're contemplating something like regime change, our posture, probably there are signals that it's probably not as strong. The second thing is the way you compensate is with what alliances, people who. With whom you're friendly. How are we doing on that front?

[Sam Stein]

Well, we don't have Greenland yet, so

[Sue Gordon]

not particularly how are we doing on that front? And we have people who don't trust us to be as careful with their intelligence and consequently they're humans as we might have been in the past. And then I think the third signal that's worth looking at is actually including the Trump administration, there has been a move to using intelligence more openly than it's ever been. So remember when Russia poisoned the Skripals back? Right. The Trump administration released really sensitive information in order to make sure it could be pinned on them and then go to the Ukraine war. And Biden released information that showed, and that is preparing the battlefield and preparing coalitions in advance, knowing that we're in an impossible information environment. And intelligence still has some. So I think there are some signals that say that we maybe didn't have all the information that we would have wanted to have. I will also say if we had it now, now's not the time when it's as useful as it would have been back when we were trying to make the argument about going in and effecting something like regime change. I don't know if that makes sense.

[Sam Stein]

Well, I guess you're the expert. So this is like naive pushback, but it seems like now would be really important to have on the ground intel on Iran. Right?

[Sue Gordon]

I mean, yeah, but if you didn't, if you didn't have it then, why are you going to have it now? I guess what I'm saying is signals that we don't have it. Like if there was some secret thing.

[Sam Stein]

Right.

[Sue Gordon]

That the intelligence community had that said. Well, that's how we know we're going to get an assessment now maybe if we're going to go in and capture the uranium.

[Sam Stein]

Yeah. Let me ask you this. So what about the military operation that we've done so far, which has largely consisted for to from aerial bombardment, basically, as far as I can tell. What does that signal to you about what intel we actually do have?

[Sue Gordon]

Oh, we're awesome. Our national security, understanding of strategic capabilities, understanding of the performance of weapon systems, understanding of locations, it's just so good and so breathtaking. And it's actually only been enhanced by the advent of commercial capabilities that give us into even more insight than we need. And so I think the relative loss of life, and I will say, just conducting an operation of this magnitude, you lose people in training. So the President and the Secretary of Defense is, I think, right to Lauderdale. That system, that capability in those women and men, because it's awesome. And that is underpinned by intelligence. That said, what that is mostly based on is what we call foundational intelligence. Things you know about capabilities and locations. And that is less requiring the operational intelligence that tells you who's going to be where, when the act on the leadership. Pretty impressive intelligence operation, right? The inability to have moderates lined up, evidence that we don't have all the same access that we might.

[Sam Stein]

Are we operating on the same intel page as the Israelis? Because it does seem like they have been taking out some of the people who we might want to actually have stood up.

[Sue Gordon]

You know, Israel is such an impressive partner. You know, if we had in the Asia Pacific a partner like Israel, it'd be amazing. And in so many cases, we're aligned. But they're also a problematic partner because they have different interests from us and they understand the policy process that we go through. And so there are times when they are neither going to ask nor are we going to be aware of the things they might do. And so more likely is that's what you're seeing now, we can screw that up too. But I think that what you're seeing more when, when our partners might do something that is less advantageous to us, it's more likely that it was just different objectives. Israel has a much different problem than we do. If we were to decide somehow magically to withdraw now, we've left them in a world of hurt because you've kind of awakened the sleeping giant. They still have capabilities. Israel is depleting their capabilities and we've decided to get out. So when you see things like that, mostly what you're seeing are different priorities. This is Mike Bolough of Lexicon Valley

[Sam Stein]

and I'm Bob Garfield.

[Josh Spiegel]

Are you one of those people who sometimes uses words?

[Sue Gordon]

Do you communicate or acquire information with, you know, language? Hey, us too.

[Sam Stein]

So join us on Lexicon Valley to chew over the history, culture and many mysteries of English, plus some rice cracks.

[Sue Gordon]

Find us on one of those apps where people listen to podcasts.

[Josh Spiegel]

Hi, this is Alex Kanchowitz. I'm the host of Big Technology Podcast, a longtime reporter and an on air contributor to cnbc. And if you're like me, you're trying to figure out how artificial intelligence is changing the business world and our lives. So each week on Big Technology, I bring on key actors from companies building AI tech and outsiders trying to influence influence it, asking where this is all going. They come from places like Nvidia, Microsoft, Amazon and plenty more. So if you want to be smart with your wallet, your career choices, in meetings with your colleagues and at dinner parties, listen to Big Technology Podcast wherever you get your podcasts.

[Sam Stein]

Well, you raised the idea of getting out, and I think this is the most perplexing issue right now for Everyone, it's like, what are the off ramps? If you had to outline them, I mean, how many are there? It seems to me there are three. I'm not going to list them, but what are your versions of off ramps here?

[Sue Gordon]

Damn it. That was going to be my tradecraft play to make you list them.

[Sam Stein]

I mean, I can if you want.

[Sue Gordon]

No, I.

[Sam Stein]

You want to hear mine?

[Sue Gordon]

Yeah, sure, go ahead.

[Sam Stein]

The unsophisticated Sam off ramps here. One is just declare victory and say we're done. Right? Like just do that. The other is to put in troops, try to take over the straight, open the straight, establish some sort of presence there that you have to protect, and then say you're done. And the third is to just basically have a long term slogan like an absolute slog. And I just don't see, first of all, I hope that doesn't happen, but I don't see the willpower for that politically anyway. So those are the options as I see them. But I'm not an expert. You are. Are there other off ramps I'm missing?

[Sue Gordon]

Yeah. So just remember I'm an expert in being annoyingly depressing. That's what intelligence is.

[Sam Stein]

Okay, well, hey, welcome to the club.

[Sue Gordon]

Every policymaker's shoulders slump because they're like, oh my God, you've just stolen my decision. So round has been really damaged. They have been stabilized over thing, but they're holding a couple cards. Number one is they can wreak havoc with the Strait of Hormuz. And what they're able to do that is not easily countered if we just walk out now and there's no solution to that. And now that the Houthis have joined, you lose the 20% in the straight of Hormuz. You also lose the 12% of world's energy coming out of the Red Sea. That is really bad. So the idea of just walking out and doing nothing about that, I don't know how that's tenable. I don't care what you claim, you're stuck with that. Number two, that's related and that is, boy, the Gulf states, if you walk out, are in a world of hurt. And so I expect that what the Gulf states are doing is they're now trying to lobby Trump, President Trump to finish the job. Because what the Iranians still have is the capability to put pressure on them where they're destroying salinization parts. But if you destroy that infrastructure, that economic engine, while you've taken out two sea routes that are much more important than just prices, they're also about enabling Technologies that the world uses to make it run, you have. Just walking out does not fix either of those problems. Would argue you've left enough there that they can affect that. So what about sending small forces in? Just for your listeners, let's compare numbers. First and second Gulf wars, which we could debate the success of those strategically, diplomatically, geopolitically. But those numbers for the first was like 500 to 7,700 thousand troops, and the second was 3 to 500 thousand troops to affect that. So now you're going to send 5 to 10,000 troops into some of the most impossible geography that you can imagine to do what? Without damage for a war that you have not done any explaining to the American people about. I think that's really hard. So then what's left? You are going to have to do something. Really. All that's left is regime change. But, boy, I don't know that you've prepared to do that.

[Sam Stein]

Well, who takes over who? I mean, we've killed everybody. Not everybody.

[Sue Gordon]

No. They've got a lot of power there now. We've destabilized it.

[Sam Stein]

We have.

[Sue Gordon]

But we have also decimated their ability to be even a society. And somebody is going to have to come in. I don't know whether this sounds weird or not. I alone can save you. It will cost you doing. And who's better positioned to do this? This is not a society that is used to democratic processes to do things.

[Sam Stein]

Well, you also, I mean, you yourself just said earlier in this pod that when you spent weeks now, over a month now, bombing the hell out of society, threatening to blow up their power plants and their desalination plants, it's very hard to imagine that a moderate force of the populace is going to rise up and demand, you know, liberalism. Right. That just doesn't make sense to me intuitively. So we've not laid the groundwork.

[Sue Gordon]

Yeah. So the problem with your setup. I don't. I don't think you've laid the groundwork. But I. But I. I don't know. I don't know how the walk away works. In other words, I. I heard this from someone. I'm stealing it. I'm sorry. Here it is. It feels like I'm on the Titanic and there's an iceberg ahead, and all we're doing is saying there's no iceberg there. It feels like we are incredibly boxed in here. I would love it if the president could just declare victory and walk out. And all we had to suffer was bragging and celebrating our troops, which by the way we always ought to do. I think this is much more problematic than it is being made out to be. Even if our best choice is walking away, we have left a very difficult economic and geopolitical situation.

[Sam Stein]

You were not wrong about being a bad aura when you walk into a room, Jeez, that was harsh. Let me ask you, what's the next. If you had to put a crystal ball out the next two, three weeks, what does it look like for you? I mean, we're seeing reports of Trump entertaining this idea of special ops going in, grabbing uranium, getting it out, as if that's just an easy grab and go. We've seen Trump this morning say he's had really great talks with new regime elements, and they're going particularly well. I mean, how do you imagine, you know that? I mean, you've worked with the guy, you know how he operates. What should we expect?

[Sue Gordon]

One of the things that is true of Washington in general and this administration in particular, is that it's easy to make an approcation and to make an assertion. It is quite another thing for that to have good strategic effect year over year. And President Trump is particularly noteworthy in my experience of not thinking of second and third order effects. If I were really glib, I would say you had a great idea, Iran's bad, but, oh, you wanted it to work. You need to do these things. So here are the set of things that I think he needs to do now. Number one is maybe talking to a lot of people, that's lovely, but they are not close to a real agreement. And the way you can tell this is just because the two sides are too far apart. There's an old rule of truce, and that is the person who's really far ahead is never going to agree to the truce, because why would they give up anything that they think they've gained? And the guy that's losing, I can't agree to a truce because I can't afford to be left in this situation. So number one is you've got to do real work on the agreement and you have to find those people. We have a small problem in America right now is that we have simultaneously graded our institutions, so we don't have the same security professionals that are capable of going and doing that work from a policy statement from the president. But that's the first thing you've got to do. You've just got to do that. And you have to have pros from Dover. And yay, if we can use our interlocutors in the Gulf State. But you have to do that. I think he has to talk to the American people because this is going to get uglier before it gets pretty, from an economic perspective. Make your case. Mr. Right. Talk to the American people about why this is in their national interest and do it. And then the third thing is, and I think this is the hardest, really think hard about the next military step and whether it is going to lead to agreement or whether it's still just, I think I can bomb him into oblivion because I think that has proven if it were going to work, it would have worked. I think now you're going to have to be real statescrafty and it may be that you have to leave some part of a nuclear arsenal in some kind of control like we had with the earlier agreement, getting everything we want on our 15 point list vanishingly small.

[Sam Stein]

We're going to end up close to the jcpoa. It's just that's where it's going to end up.

[Sue Gordon]

I think you have to, I mean, if you are in Iran's shoes, especially now, can you afford to give up that last piece? What gives you relevance in the region, the second part of the worldwide threat assessment in 2019 that the President, President Trump also didn't like when we said was North Korea wasn't going to give up its nuclear capability because again, what makes North Korea relevant if they don't have that power? And so I think we are going to have to have some kind of agreement. The question is how good are we at statescraft?

[Sam Stein]

Well, that's the question also, how much of our reputation at statescrafts have we burned? Right? I mean, we were doing these negotiations with them ongoing prior to this and then just blew them up literally. And so that kind of makes it a lot harder to get back to the table, I imagine.

[Sue Gordon]

Yeah, I think if you look at the, if you look at the worldwide threat assessment and if you look at the president's strategy and the way he's affected it in the first year and a half of administration, he is about power and scarcity and resources because he fancies himself a businessman. He thinks in economic terms, in terms of leverage and transaction. And there's a lot of goodness in this. I would say that in a digitally connected world, this is one that is much more about economic security than just mere might. But that doesn't account for everything like deterrence, like alliances that in fact are necessary in a multipolar world, no matter how much you wish you could just affect it. And two actions that we've taken that I think are the most damaging in this administration is one the destruction of our alliances. Friends was one of the things that for my 30 years I always said distinguished us from Russia and China is that we had friends. We have fewer. And then the second thing that I think we used to have is that a really incredible installed base of career professionals who, once the policy was set, could go and do cleanup on aisle nine. Because as important as the president is in setting guidance, the backbreaking physical labor of national security is done by the women and mental health who serve professionally. We see the positive effect in the performance of the military. I think we're seeing the effects of the degradation in our other institutions.

[Sam Stein]

All right, sue, thank you so much. I appreciate this. This was great. This was very informative.

[Sue Gordon]

You're never letting me come back in your room either.

[Sam Stein]

I can just feel I am absolutely having you back. I don't. I don't care how depressing it gets, how gloomy it is. This was fantastic. You can wear as much Duke paraphernalia as you want. Everyone needs to go check out Sue's podcast. It's called Understandable Insights. Sue Gordon, thank you so much for joining us on Bulwark Takes. You guys should subscribe to our feed. We get great conversations like this. Sue, I promise you we will have you back if you will have us.

[Sue Gordon]

Thanks, Sam.

[Sam Stein]

All right, take care.

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