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It's Tuesday, the 10th of March. Welcome to the PDB Afternoon Bulletin. I'm Mike Baker, your eyes and ears on the world stage. All right, let's get briefed. First up, a classified US Intelligence assessment casts doubt on one of the biggest questions surrounding the Iran war. Could military force actually topple the regime in Tehran? I'll bring you the details later in the show. A surprising move from Lebanon's president, who's now pushing for direct negotiations with Israel while blaming Hezbollah for dragging the country into war. But first, today's afternoon spotlight. We're starting things off with some new reporting that suggests that even before the first bombs fell on Iran, US Intelligence analysts were warning that military action alone was unlikely to produce the outcome that many in Washington have openly discussed. And that, of course, would be the collapse of the Iranian regime. According to a classified assessment produced by the National Intelligence Council, the nic, even a large scale military campaign against Iran would probably fail to remove the country's entrenched clerical and military leadership. That report reflects the combined analysis of the United States 18 intelligence agencies and was completed roughly one week before the US and Israel launched their current war against Iran on 28 February. The findings paint a sobering picture of how resilient Iran's political system may be, even under extreme military pressure, according to officials familiar with the report. Analysts examined multiple possible scenarios, including a narrow campaign focused on eliminating key regime leaders, as well as a broader assault targeting Iran's leadership and governing institutions. In both cases, the intelligence community concluded that the Islamic Republic's leadership structure is designed to survive exactly that kind of shock. It even predicted that the death of the country's supreme leader, a scenario we've already seen play out, would not necessarily lead to regime collapse. Instead, analysts say, the Iranian system includes well established mechanisms intended to preserve continuity of power. As we've already seen, the powerful clerical body known as the assembly of Experts that's quite the title is has been responsible for selecting a new supreme leader. At the same time, the Islamic Revolutionary Guard Corps, the irgc, the regime's powerful military and political force, would almost certainly play a decisive role in ensuring the system remains intact during any transition. In other words, the report suggests that the Iranian regime is structured to absorb the loss of even its most senior leadership and to continue functioning. Just as important, the intelligence community expressed deep skepticism that Iran's fractured opposition could quickly fill any power vacuum. According to those familiar with the report, analysts judged it unlikely that opposition groups, many of which are divided along ideological or ethnic and political lines, could organize quickly enough to take control of the country even in the aftermath of a significant military campaign. That conclusion reflects long standing assessments of the Iranian state. Despite widespread public frustration over the country's struggling economy and periodic protests against the regime, Iran's security apparatus has repeatedly demonstrated its ability to suppress, oftentimes violently, large scale unrest. As we know, during protests earlier this year, Iranian security forces reportedly killed thousands of demonstrators, some reports say tens of thousands, and detained tens of thousands more, reinforcing the regime's willingness to use overwhelming force to maintain control. And so far, there are also few signs that the ongoing U.S. and Israeli air campaign has triggered a mass uprising inside the country. Current and former U.S. officials say there's little evidence that major factions within Iran's government or security services are preparing to break away from the regime. And without those kinds of internal fractures, analysts believe the system is likely to hold together even under sustained military pressure. At the same time, the question of Iran's leadership succession has already moved from speculation to reality. Following the death of Supreme Leader Ayatollah Ali Khamenei, Iran's assembly of Experts has now selected his son, of course, Mojtab Al Khamenei, as the country's new supreme leader. That's a decision that effectively preserves the continuity of the regime's ruling structure. While Mujtaba Khamenei's appointment is expected to consolidate the regime's core power centers, particularly the irgc, it doesn't necessarily mean Iran's internal politics will be free of friction. Figures like Ali La Rajani, the secretary of Iran's Supreme National Security Council and a longtime political heavyweight inside the regime, are still seen as influential players within the country's power structure. But according to the intelligence community's assessment, those internal rivalries are unlikely to produce the kind of rapid regime collapse that some observers in Washington may want. In short, the report underscores a key reality about the war now underway. Military operations can destroy infrastructure, weaken capabilities, and put enormous pressure on a government. But forcing regime change inside a deeply entrenched system, well, that's an entirely different challenge. All right, coming up next, Lebanon's president calls for direct negotiations with Israel and and claims that Hezbollah should be disarmed. But neither Washington nor Jerusalem appear convinced. I'll be right back. Hey, Mike Baker here. Now, folks who know me know that I may be partial to an ice cold gin martini or two on occasion, usually, well, whenever happy hour rolls around. But the truth is I don't want to pay for it the next day, and that's why I love Zebiotics. It's the first genetically engineered probiotic created by PhD scientists to help you handle those rough mornings after drinking. So here's the deal. When you have a drink, alcohol converts into a toxic byproduct in the gut. And it's actually the buildup of that byproduct, not dehydration, that's behind feeling lousy the next day, right? So ZBiotics pre alcohol steps in by producing an enzyme that helps break that byproduct down. Just make it your first drink of the night. 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Welcome back to the PDB Afternoon Bulletin. An unusual proposal is coming out of Beirut. Lebanon's president is calling for direct negotiations with Israel to establish permanent security arrangements along their shared border, while accusing Hezbollah of dragging his country into a war that serves Iran's interests. To understand what Lebanese President Joseph Aoun is actually proposing, you have to look at the framework he laid out during a virtual meeting with European Union officials. Ayoun said Lebanon wants what he called a quote, complete truce with Israel while the two countries begin direct negotiations on long term security arrangements along the border. Under that proposal, Israeli forces would gradually withdraw from positions they've taken in southern Lebanon in recent days. Those areas would then be handed over to the Lebanese armed forces, which Aoung says would assume responsibility for security along the frontier. This all sounds very familiar. At the same time, Oon says Hezbollah would be disarmed in the process, while the Lebanese military would confiscate the Iran backed group's weapons as part of what he describes as a broader stabilization effort. Now, on paper, that might sound like a pathway toward de escalation might also sound like deja vu. Here's where the skepticism from Washington and Jerusalem comes into focus. The central assumption behind Owen's proposal is that the Lebanese state can actually disarm Hezbollah. And that's something the US and Israel simply don't believe Lebanon is capable of doing. Lebanon made a similar commitment as part of the 2024 ceasefire agreement, which was supposed to push Hezbollah fighters and weapons away from the Israeli border. Israeli officials say those commitments never fully materialized with the terror group continuing to operate and as we know, rebuild its capabilities in Lebanon south. So it's no surprise that when Beirut promises that the Lebanese army will confiscate Hezbollah's weapons, officials in Washington and Jerusalem are asking a relatively simple question. Why should they believe this time will be any different? Aoun tried to address that issue during his remarks to EU officials. In unusually blunt language, the Lebanese president openly blamed Hezbollah for dragging the country into the broader regional conflict. He described the terror group as, quote, an armed faction that does not value Lebanon's interests or the lives of its citizens, accusing it of acting on behalf of the Iranian regimental rather than the Lebanese state. But even as Aun called for direct negotiations with Jerusalem, at the same time he criticized Israel's military campaign in his country, accusing the IDF of showing, quote, no respect for the laws of war while carrying out strikes that he said displaced hundreds of thousands. When paired with that statement, the military situation on the ground helps explain why Israel appears unwilling to entertain negotiations at the current time. Despite that 2024 ceasefire, Israeli forces have continued striking inside Lebanon, accusing Hezbollah of trying to rebuild its military capabilities as Beirut's army is unable to dismantle the terror group's strongholds. The situation on the ground escalated even further after Hezbollah launched rockets into northern Israel on the second day of the joint U. S Israeli strikes on Iran. From Israel's perspective, the that attack confirmed that Hezbollah was prepared to enter any conflict alongside its Iranian handlers. As we've been tracking here on the pdb, what followed was a major expansion of Israel's military campaign. Israeli Defense Minister Israel Katz said the Jewish state sees the current moment as an opportunity to weaken Hezbollah rather than to pull back. Katz said, quote, from this point on, we must not only avoid retreating but but seized the opportunity to strike Hezbollah, end quote. At the same time, Lebanese officials have also been trying to open diplomatic channels through the Trump administration. According to officials familiar with the discussions who spoke to Axios Lebanese representatives, approached the U.S. ambassador to Turkey, Tom Barrack, about the possibility of mediating talks with Israel, but the US Official made clear he's not interested in mediation. Barak reportedly told Lebanese officials to, quote, kids, put your earmuffs on to, quote, stop with the about disarming Hezbollah, warning that unless Lebanon takes real action to eliminate the terror group's weapons, there's little point in discussing negotiations. In other words, from Washington's perspective, promises alone are not enough. If Beirut wants diplomacy, it must first prove it can actually dismantle Hezbollah's military wing. So for now, Israel's priority remains the destruction of Hezbollah's military capabilities, not to retreat from southern Lebanon or return to negotiations. And that, my friends, is the PDB Afternoon bulletin for Tuesday 10th March. Now, if you have any questions or comments, and I hope you do, please reach out to me@pdb the first tv.com and to listen to the show ad free. Well, that can be done, you know. Just become a premium member of the President's Daily brief by visiting PDB premium.com I'm Mike Baker and I'll be back tomorrow. Until then, stay informed, stay safe, stay cool. Hey, Mike Baker here. Now, let me ask you this question. Have you perhaps dabbled in investing? Here and there. I think that's the way the kids say it nowadays. Dabbled. But you haven't been happy with how things are going? Well, here's a good tip. Stash helps you turn good intentions into consistent progress. That sounds pretty good, doesn't it? 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Episode: March 10, 2026: Intel Bombshell: War Unlikely To Topple Iran’s Regime & Lebanon Turns On Hezbollah
Host: Mike Baker
Date: March 10, 2026
In this episode, host Mike Baker delivers critical updates on two major Middle East developments: a newly leaked U.S. intelligence assessment on Iran’s resilience amid ongoing war and a dramatic political shift in Lebanon with President Joseph Aoun publicly turning against Hezbollah and opening the door to direct negotiations with Israel. The focus is on why military force is unlikely to topple Iran's regime and whether Lebanon's latest diplomatic overture marks a real turning point — or more of the same stalemate.
[00:12–08:36]
[09:44–14:27]
President Joseph Aoun’s Proposals:
Regional and International Skepticism:
Lebanese President’s Rhetoric:
Ongoing Military Reality:
On Iran’s Regime Durability:
“The Iranian regime is structured to absorb the loss of even its most senior leadership and to continue functioning.” — Mike Baker [03:52]
On Opposition Capability:
“Deep skepticism that Iran's fractured opposition could quickly fill any power vacuum.” — Mike Baker [04:27]
On Lebanon’s Diplomatic Gambit:
“An armed faction that does not value Lebanon's interests or the lives of its citizens, accusing it of acting on behalf of the Iranian regimental rather than the Lebanese state.” — Mike Baker quoting Lebanese President Aoun [12:31]
On Israeli Calculus:
“From this point on, we must not only avoid retreating but seize the opportunity to strike Hezbollah.” — Israel Katz, Israeli Defense Minister [13:38]
Mike Baker’s tone is clear, measured, and analytical—providing context and highlighting skepticism where warranted. He is direct in relaying US intelligence community findings and candid in relaying political skepticism from Washington and Jerusalem without editorializing.
This episode reveals sobering intelligence on the durability of Iran’s regime amid active conflict and underscores the entrenched tension and delivery gap in Lebanon’s latest peace overture toward Israel. Military force alone appears insufficient for regime change in Iran, and diplomatic hope in Lebanon faces hurdles of trust and history.
For questions or comments, listeners are encouraged to reach out to Mike Baker at pdb@thefirsttv.com.