In this episode of The Diary Of A CEO, Steven Bartlett speaks with Professor Robert Pape about converging global crises that threaten to escalate into direct conflict between major powers. Pape analyzes the Trump administration's Iran strategy as a pattern of doubling down on military action despite failures, driven by domestic political pressures and looming midterm deadlines. He identifies the eight weeks following the midterm elections as a particularly dangerous period, with Iran escalation, Russian attacks on Ukrainian infrastructure, and potential domestic unrest all converging simultaneously.
The conversation covers the shift of political violence from fringe extremism to mainstream support, the interconnected nature of global conflicts affecting energy prices and cyber security, and the real possibility of these crises crossing into direct military engagement. Pape outlines specific interventions that could prevent worst-case scenarios, including congressional commitments to limit escalation and citizen engagement in shaping policy through public awareness and pressure on representatives.

Sign up for Shortform to access the whole episode summary along with additional materials like counterarguments and context.
Robert Pape describes the Trump administration's Iran strategy as mirroring a gambler on a losing streak, continuously doubling down on military action despite mounting failures. Trump's initial strikes targeting Iranian leadership failed to weaken Iran's control of the Strait of Hormuz, through which 20% of global oil flows. This led to rising gas prices and economic consequences—essentially losing political "chips." Rather than cutting losses, Trump escalated to a six-week air campaign, but Iran neither collapsed nor conceded.
These foreign policy failures translate into domestic political risk. Pape notes that party support acts like borrowed chips in a casino; each failed bet erodes Republican trust. With midterms and January's congressional transition looming, Trump faces a deadline similar to a bookie's payment demand. His political agenda, MAGA legacy, and even his family's cryptocurrency wealth—which depends on maintaining power—are all at stake.
Pape contrasts rational chess strategy, where losing players offer draws, with political reality that resembles roulette. Leaders like Trump feel compelled to double down rather than accept negotiated settlements, much as Lyndon Johnson escalated in Vietnam. Trump cannot simply "relax and golf" for two years, Pape explains, because that would brand him a failed president like Carter or Johnson—an unacceptable legacy that drives further escalation.
The next bet is already in motion: Trump has removed embassy families from Gulf states and ordered 96-hour executable attack plans. The proposed three-day bombing campaign targets 84 Iranian sites including leadership, infrastructure, and IRGC command centers. Pape warns this mirrors the Gulf War's "Instant Thunder," which was planned for three days but extended to 43 days and failed to paralyze Iraq's military. Once this campaign begins, stopping the escalation cycle will be extremely difficult.
The eight weeks following the midterm elections represent what Pape calls the most dangerous period for American democracy since the Civil War. This window—from ballot counting through congressional certification—coincides with escalating tensions with Iran and renewed Russian aggression in Ukraine.
The domestic situation is particularly volatile. Polling reveals that over 40 million Americans support deploying military force to suppress anti-Trump protests, while more than 60 million back using force to prevent Trump's return—a number that doubled since September 2024. If Democrats win Congress, they could issue subpoenas and impeach not just Trump but key cabinet members, creating operational chaos. The potential for mass protests and federal force deployment raises the specter of troops in American streets.
Simultaneously, Trump's Iran escalation is scheduled for this same period, with a three-day air campaign planned in coordination with Israel. Pape warns that remnants of Iran's military would retain significant retaliatory capability, risking region-wide escalation and thousands of civilian casualties.
Meanwhile, Putin is recalibrating his Ukraine strategy. Unable to secure formal territorial concessions through Trump's pressure on Kyiv—since only President Zelensky can deliver those, at existential personal risk—Putin is launching a winter campaign targeting power infrastructure in Kyiv, Kharkiv, and Odessa. The goal is to knock out 90% of power for up to two months, plunging millions into a humanitarian crisis designed to break Ukrainian resistance.
Pape defines violent populism as the moment when political violence shifts from isolated extremists to broad mainstream participation. The "combustible material" fueling this is the tens of millions of Americans on both sides willing to support political violence. While this latent support is measurable, the spark that ignites it—confrontations, inflammatory rhetoric, threats to election legitimacy—is unpredictable.
January 6th exemplifies how leaders mobilize violent populism. Pape details how Trump's December 19, 2020 tweet called supporters to Washington, and his subsequent rally speech urged them to march on the Capitol. Another tweet blaming Mike Pence became the pivotal spark that sent the crowd storming through multiple entry points, chanting "hang Mike Pence." Social media's ability to instantly spread information turns isolated incidents into widespread movements that outpace institutional responses.
To prevent mass mobilization, Pape recommends focusing on firebreaks rather than waiting for sparks. One key measure is implementing a moratorium on deploying federally armed agents—especially around ballot counting—without local authorization. Governors and mayors should call for such moratoriums to prevent federal law enforcement from becoming the focal point that mobilizes millions predisposed to violence.
Pape observes that conflicts in Iran and Ukraine are no longer isolated but interconnected crises amplifying each other's dangers. Rising energy prices from the Iran war and Ukraine winter attacks are sparking riots in France that have spread across Europe. These international issues converge to produce real-time reactions in the global economy and public discourse, creating feedback loops that worsen anxiety and governmental tension.
Cyber attacks have emerged as a new front. The UK government's "Be Ready" campaign urges citizens to stockpile three days of essentials—water, food, torches, cash—to prepare for cyber warfare or infrastructure collapse. This unprecedented warning has triggered panic buying. Pape notes that cyber attacks on utilities, like the July Minnesota outages suspected to be Iranian in origin, create real-world disruptions that provoke public demands for retaliation. If Russian-backed attacks intensify, European publics may pressure governments for direct retaliation against Moscow, rather than just proxy support for Ukraine.
Pape warns that the convergence of these three crises could cross the threshold from proxy conflicts to direct military engagement between major powers—what would constitute World War III. While the world isn't there yet, continued escalation through cyber attacks and retaliatory strikes could quickly close that gap.
Pape outlines crucial "firebreaks" that can prevent worst-case outcomes. Every member of Congress should publicly commit to no U.S. escalation in Iran until the new Congress is seated, unless Iran attacks first. This provides Trump an off-ramp while serving as a vital check on executive authority.
Credible mediators like Pakistan, Qatar, and India should coordinate demands for a "hands off civilians" principle, pressing all states to avoid targeting civilian infrastructure. During election certification, governors and mayors should call for a two-month moratorium on deploying federal agents to cities without local approval—a temporary safety measure to remove key sparks of violent populism.
Pape stresses that citizen engagement is vital. By contacting representatives and amplifying risk awareness through social media, the public can influence policy in real time. He notes that during a prior period of heightened Iran tension, robust public discussion led to preventing planned CENTCOM drone strikes, proving that citizen awareness can directly shape critical policy outcomes.
1-Page Summary
The Trump administration’s Iran strategy mirrors a gambler’s behavior, repeatedly doubling down on military action despite mounting failures and rising domestic and political risks.
Each escalation by President Trump can be read as a high-stakes bet. First, Trump believed attacking and possibly killing Iran’s Supreme Leader would weaken Iran’s resolve. This did not happen; Iran retained control of the vital Strait of Hormuz, through which 20% of the world’s oil flows, thus maintaining considerable leverage and contributing to increasing global gas prices. As these actions failed to bring about strategic success, American economic and political “chips” were lost—seen in rising gas prices, impacts to American lives, and higher interest rates.
Failing to break Iran’s resistance with leadership-targeted strikes, Trump escalated to a major, six-week air campaign against Iranian targets, wagering that this dramatic escalation would force a reversal. However, after months of bombing, Iran had not collapsed or conceded, and gas prices continued to rise—marking another major loss.
These repeated foreign policy losses translated into political danger for Trump and the GOP. As Robert Pape notes, party support is like borrowed chips in a casino; every failed military bet further erodes trust among Republican senators and congressmen. If the midterms and the transition to a new Congress do not resolve in Trump’s favor, his political agenda and MAGA legacy become increasingly fragile, threatening his grip on the party and future prospects.
Trump faces a gambler’s deadline with the upcoming midterms and January’s congressional transition. As Pape describes, the chips he’s wagering are the political support and MAGA control needed to guard his interests. Should the GOP’s losses mount, support will evaporate, just as a bookie requires payment when the gambler falls behind.
Financially, Trump and his family’s wealth—particularly in cryptocurrency and prediction markets—depends on retaining power. Trump’s rising or falling political fortunes are closely tied to the value of these investments. Steven Bartlett points out Trump’s family’s involvement in prediction market companies and the hold they have exercised over regulations. If Trump loses power, the paper value of these investments could disappear overnight, further intensifying the gambled stakes.
Robert Pape contrasts rational strategy in chess, where players facing a likely loss often offer a draw, with the actual dynamics of international politics, which resembles roulette. In chess, strategic calculation often leads good players to accept a drawn outcome to minimize losses. In politics, however, when behind, leaders like Trump feel compelled to double down—risking even more in hopes of a dramatic turnaround, rarely taking an exit even when it is rational.
Pape draws parallels to Lyndon Johnson’s approach in Vietnam—escalating further as losses mounted, attempting again and again to avoid the stigma of failure and the collapse of his legacy. Such history shows that the compulsion to recover mounting losses is a political pattern, not unique to Trump or the MAGA movement.
When asked why Trump doesn’t simply ride out the remainder of his term, Pape explains that presidents rarely choose this path because it would mean abandoning their party, agenda, and historical legacy—equivalent, in Trump’s mind, to being remembered as a failure like Carter or Johnson. This unacceptable outcome drives further escalation rather than a negotiated or de-escalatory ...
Escalation Trap: Us/Trump Administration Doubling Down On Military Action Despite Failures
The United States faces an unprecedented convergence of domestic and global crises in the eight weeks following the midterm elections. These “eight most dangerous weeks,” as Robert Pape describes them, coincide with the tumultuous transition of power, escalating tensions with Iran, and renewed aggression from Russia in Ukraine. Together they threaten not just American democracy but global security and stability.
The period from when votes are cast to when Congress officially certifies the election outcome is the single most vulnerable moment for American democracy since the Civil War. From the moment the ballots are counted until the new victors are seated—a process stretched over two months—political uncertainty and polarization reach their zenith.
Pape emphasizes that this is when violent populism is most likely to erupt, as was seen during the January 6th Capitol breach. The prospect of either Trump or Democrats refusing to accept the election results could ignite unrest, especially while ballots remain uncertified and both sides mobilize protests. If counting and legal disputes drag on, public trust erodes and volatile situations escalate.
Polling reveals the fragility of American civil peace: over 40 million Americans support deploying the military to suppress anti-Trump protests, while more than 60 million back the use of force to prevent Trump’s return to the presidency—a number that doubled since just September 2024. These elevated tensions, compared to previous years marked by attempts on political leaders' lives, underscore unprecedented levels of support for domestic political violence.
If Democrats win control of Congress, their constitutional authority would allow them to issue subpoenas and initiate impeachment—not solely targeting President Trump but also key cabinet members like the Secretaries of Defense, Homeland Security, or Agriculture. This would create operational chaos, paralyzing essential government functions and threatening the very core of the Trump presidency. According to Pape, there is no political bottom to this spiral; ongoing cabinet purges and mass removals could spark further unrest and government breakdown.
The looming potential for mass protests and direct confrontation between demonstrators and federal forces raises the specter of deploying American troops in the streets—a scenario not seen since the civil rights era of the 1950s and 60s. Amidst an international backdrop, such domestic instability could cascade into a full-blown emergency where the Insurrection Act is invoked, plunging the nation into deeper crisis.
Compounding the domestic crisis, the election period coincides with President Trump’s long-promised escalation against Iran. In the immediate aftermath of the midterms, U.S. military and intelligence have made concrete preparations for coordinated strikes, with Israeli involvement, targeting Iran over a projected three-day campaign. Trump repeatedly frames this as “decision time,” weighing between negotiation and definitive action.
The anticipated air war, modeled after the “instant thunder” campaign against Saddam Hussein in 1991, aims to cripple Iranian military capacity. Yet, as Pape warns from decades of analysis and modeling, history shows initial successes do not paralyze adversaries; remnants of Iran’s military would retain significant retaliatory power. This includes the capability to strike U.S. regional bases, airports, and to launch missile or cyber attacks—just as Hussein retaliated against Saudi and American targets with Scud missiles, despite intense bombings.
Prolonged bombing campaigns almost inevitably devolve into deeper U.S. involvement. Decentralized Iranian retaliation, unfolding with its own momentum, risks region-wide escalation and significant civilian casualties—between five and fifteen thousand were killed ...
Eight Perilous Weeks: Three Crises Converge During Election Certification
Political violence in the United States is no longer limited to fringe actors or isolated incidents. Robert Pape describes a new era of “violent populism,” in which violence shifts from the fringes to the mainstream and has the potential to mobilize millions.
Pape defines violent populism as the moment when political violence moves from being carried out by small numbers of extremists to attracting broad participation from the general population. Instead of an isolated political assassination or a localized protest—such as the Rodney King riots in the 1990s—violent populism manifests through strings of attacks and protests that quickly spread well beyond their points of origin.
According to Pape, the “combustible material” fueling violent populism is the willingness of tens of millions of Americans on both the left and right to support political violence. He cites 40 million people supporting violence for Trump’s aims, and over 60 million supporting political violence against Trump’s goals. This widespread normalization of extremism means that, under the right conditions, unrest can quickly escalate from isolated to broad-based.
Pape likens violent populism to a wildfire. While the size of the “combustible material” is measurable, the spark that ignites it is unpredictable. Confrontations, inflammatory rhetoric, or threats to the legitimacy of elections can act as this catalyst—turning latent support for violence into mass action.
Examples from abroad, like the recent riots in France, illustrate how violence can spread beyond a single city or country. What might begin as a protest in one place can escalate to multiple locations and even spill over to other nations. This rapid diffusion is a hallmark of modern violent populism.
The January 6th attack on the U.S. Capitol exemplifies how leaders can mobilize violent populism.
Pape details how President Trump, with a tweet on December 19, 2020, called supporters to Washington, D.C. On the day of the rally, Trump addressed the crowd at the Ellipse and urged them to march on the Capitol. Another tweet blaming Mike Pence for letting him down was the pivotal spark that sent the assembled crowd storming the Capitol through multiple entry points.
In the aftermath, the crowd’s chants—“hang Mike Pence”—demonstrated how targeted communication from leaders and social networks could rapidly direct mass anger toward specific objectives and individuals.
Populism and Political Violence: How Events Could Mobilize Millions
Robert Pape describes an escalating global crisis in which wars in Iran and Ukraine, coupled with instability in the United States, are no longer isolated events but interconnected crises amplifying each other's dangers. This escalation increases the risk of broader conflict and system-wide disruptions across multiple countries simultaneously.
Pape observes that escalating conflicts in Iran and Ukraine intersect with economic and political instability within the US, generating feedback loops that worsen public anxiety and governmental tension. He forecasts rising gas and diesel prices, further contraction of the frozen housing market, and widespread economic deterioration. These conditions are not simply products of events in one country—they are actively interacting and feeding off one another, creating a mounting global crisis.
Pape links rising energy prices caused by the Iran conflict and winter attacks in Ukraine to protests and riots, notably in France, which have spread to other parts of Europe. He references opinion poll data showing that increased prices due to the Iran war are a key factor driving unrest. This, he asserts, is not confined to Europe; major protests and instability are emerging in the United States as well, as energy and economic crises penetrate domestic life. These international issues are now converging, producing a world economy and public discourse that react to crises in real time.
Beyond economics, the psychological effects of multiple ongoing wars heighten anxiety and increase public demands for government action. As Pape points out, people’s perceptions of insecurity and aggression push political leaders toward more aggressive responses, ratcheting up the risk of escalation.
Pape describes how contentious US elections and delayed transfer of power interact with crises abroad, compounding instability and increasing incentives for further escalation. These pressures build on each other, making it more difficult to de-escalate any one crisis in isolation.
Cyber attacks have become a new front in global conflict, moving the world closer to the risk of direct military engagement between major powers.
Pape and Steven Bartlett discuss the UK government’s official "Be Ready" campaign. The campaign urges British households to stockpile at least three days’ worth of essentials—water, tinned food, battery or wind-up torches, radios, power banks, first aid kits, and physical cash—to prepare for cyber warfare, hostile state attacks, or a collapse of national infrastructure. This unprecedented public warning has already led to panic buying, stripping supermarket shelves and triggering a run on emergency supplies.
Pape details that cyber attacks on basic utilities—such as the July power and water outages in Minnesota, which US intelligence suspects were likely Iranian in origin—demonstrate how state-backed cyber operations can create real-world disruptions. When utilities and the internet are shut down for days instead of minutes, societies face crises that can provoke overwhelming public demand for retaliation, intensifying diplomatic and military challenges.
If cyber attacks organized by Russia or its allies intensify, European publics may pressure their governments to respond not just with proxy measures but with direct retaliation against Moscow. This is a marked escalation from curr ...
Global Crises: How Simultaneous Wars Amplify Danger
Robert Pape outlines a series of crucial interventions—"firebreaks"—that can be implemented through policy, diplomatic channels, and grassroots engagement to prevent escalation and protect vulnerable populations during volatile times.
Pape asserts that every current member of Congress, whether in the lame duck session or newly elected, should publicly commit to a core firebreak: no escalation by the Trump administration in Iran until a new Congress is seated, unless Iran initiates an attack. This declaration would serve as a red line, signaling that any aggressive U.S. escalation in Iran absent Iranian provocation is unacceptable. Furthermore, this stance provides President Trump an off-ramp, allowing him to present any pause as an act of readiness and confidence rather than weakness or an attempt to recover from prior losses. Such a Congressional posture would interrupt any momentum toward escalation and act as a vital check on executive authority in this sensitive period.
Pape highlights the essential role of credible mediators like Pakistan, Qatar, and increasingly India—nations already involved in behind-the-scenes negotiations with powers like Russia and Ukraine. These mediators should lead a coordinated initiative to press all states to adopt a "hands off civilians" principle. This entails a categorical call for no direct targeting of civilian infrastructure or residential areas by state actors. Establishing this norm would help protect non-combatants in conflict and empower countries to support humanitarian protections from a neutral standpoint. Such a mediator-led initiative can reinforce the global expectation that civilian lives and infrastructure are off-limits in any state conflict.
During election certification and vote counting seasons, Pape advocates for every governor and mayor to call on President Trump for a two-month moratorium on deploying federally armed agents to cities unless expressly requested by local authorities. This unified call is not a condemnation of the federal government, but a specific safety measure designed to remove key sparks that could ignite violent populism—especially among ...
Firebreaks and Policies: Interventions to Prevent Worst Outcomes
Download the Shortform Chrome extension for your browser
