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Joe Rogan Experience #2064 - Mike Baker

Mike Baker is a former CIA covert operations officer and current CEO of Portman Square Group, a global intelligence firm. He's also the host of "Black Files Declassified" on Discovery+ and the Science Channel, author of "Company Rules, Or Everything I Know About Business I Learned from the CIA," and host of "The President's Daily Brief" podcast. http://www.portmansquaregroup.com/https://www.thefirsttv.com/pdb/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Joe RoganhostMike BakerguestGuestguest
Jun 27, 20242h 23mWatch on YouTube ↗

CHAPTERS

  1. 0:00 – 1:37

    Why Ukraine vanished from headlines after Oct 7

    Joe and Mike open with the observation that Hamas’ October 7 attack instantly dominated global attention and pushed the Ukraine war out of the news cycle. Mike frames it as both a media attention problem and a strategic benefit for actors who want Ukraine deprioritized.

    • Oct 7 Hamas attack pulls attention away from Ukraine
    • Media and public attention rapidly shift between crises
    • Putin continues high-casualty tactics largely out of focus
    • Conversation sets up how narrative and perception shape policy
  2. 1:37 – 5:25

    Narrative reversal: Hamas’ strategy of embedding within civilians

    Mike argues Hamas anticipated Israel’s response and deliberately embeds command centers, tunnels, and weapons under civilian sites to drive civilian deaths and shift global sympathy. They discuss how quickly blame moved from Hamas’ massacre to condemnation of Israel.

    • Hamas uses civilian infrastructure as cover (hospitals, tunnels, stockpiles)
    • Civilian casualties become a propaganda ‘currency’ for Hamas
    • Rapid narrative shift: outrage at Hamas to ‘Israel’s fault’ within days
    • Hamas’ governance record in Gaza shows lack of concern for Palestinians
  3. 5:25 – 7:27

    Evidence claims: hospitals, hostages, and the media’s credulity

    They review reports of weapons and suspected hostage-holding areas in hospitals like Rantisi and Al-Shifa. The discussion then pivots to frustration with major outlets repeating Hamas claims—especially the misreported hospital blast—without verification.

    • IDF-released findings at Rantisi Children’s Hospital and Al‑Shifa
    • US corroboration that Hamas used hospitals for military purposes
    • Hospital explosion narrative: early reporting blamed Israel, later disputed
    • Critique of speed-over-verification incentives in major media
  4. 7:27 – 13:02

    Antisemitism, campus protests, and US political layers

    Joe and Mike describe a surge in visible antisemitism and how protest movements range from sincere humanitarian concerns to propaganda-driven activism. They cite examples in US politics and argue that calls like “ceasefire” can function as de facto acceptance of the status quo.

    • Open antisemitic rhetoric appears online and in protests
    • Campus activism: mixture of genuine concern and ‘useful idiots’
    • Criticism of political figures amplifying false or premature claims
    • Argument that a ceasefire may advantage Hamas/Iran without resolving governance
  5. 13:02 – 17:44

    What happens after Hamas: governance vacuum and US proposals

    Mike explores the problem of what could replace Hamas in Gaza if Israel degrades its capability. They discuss polling on Palestinian support, skepticism toward the Palestinian Authority, and US pressure for pauses and post-conflict governance plans.

    • Degrading Hamas vs. ‘destroying terrorism’ as a realistic objective
    • Polling: limited Palestinian support for Hamas; many support ‘neither’
    • US idea: Palestinian Authority governance in Gaza meets Israeli resistance
    • Central unresolved question: who governs Gaza after major combat ends?
  6. 17:44 – 25:11

    How Oct 7 happened: intelligence failure, op-sec, and IRGC support

    They dig into how Hamas could evade Israel’s surveillance and human sources, emphasizing compartmentalization, low-tech comms, and strict need-to-know practices. Mike highlights Iran’s IRGC role in training and funding and rejects claims Israel ‘let it happen.’

    • Operational security and compartmentalization reduced leak opportunities
    • HUMINT/SIGINT limits when adversary avoids phones and reduces chatter
    • IRGC’s role as proxy manager and trainer for Hamas/Hezbollah
    • Conspiracy theories addressed and dismissed in favor of classic intel failure
  7. 25:11 – 34:09

    Follow the money: aid pipelines, Hamas corruption, and tunnel ‘taxes’

    Joe presses for mechanics of how Gaza aid is distributed and how Hamas benefits. Mike describes NGO/UN vendor systems, Hamas-controlled businesses, extortion-style cuts, and the leadership’s wealth outside Gaza.

    • Major donors: EU, UN-related orgs, USAID, NGOs
    • Aid distribution via vendors and local intermediaries susceptible to capture
    • Hamas ‘taxes’ goods, controls tunnel logistics, and siphons resources
    • Leadership wealth in places like Qatar contrasted with Gaza conditions
  8. 34:09 – 37:05

    Regional escalation risks: Hezbollah, Yemen, and the Iran ‘center of gravity’

    They assess worst-case scenarios involving a widening regional war and increased proxy attacks. Mike argues durable stability routes through confronting Iran’s regime, not just its proxies, while still noting direct war is not the desired path.

    • Risk of broader conflict if Hezbollah front intensifies
    • Yemen-based proxies launching missiles as pressure tactics
    • Iran as ongoing source of proxy activity even if Hamas is degraded
    • Long-term stability tied to constraining Iranian regime behavior
  9. 37:05 – 50:19

    Biden’s Iran sanctions waiver and the ‘fungible money’ argument

    Mike criticizes the decision to extend a sanctions waiver that releases $10B in previously frozen assets while US troops are attacked by Iranian-backed groups. They argue ‘humanitarian-only’ restrictions are unrealistic because money is fungible.

    • ~60 proxy attacks on US facilities in Iraq/Syria cited
    • $10B waiver framed as humanitarian but criticized as enabling Iran
    • Money fungibility undermines ‘restricted account’ assurances
    • Deterrence critique: limited US responses fail to reduce attacks
  10. 50:19 – 54:51

    China–US summit, ‘cleaned up’ San Francisco, and climate diplomacy skepticism

    The conversation shifts to Biden meeting Xi in San Francisco and the city’s rapid cleanup for APEC, which they treat as politically revealing. Mike is skeptical of climate cooperation given China’s coal expansion and emphasizes the need for military deconfliction channels.

    • APEC optics: SF cleanup versus everyday conditions
    • Climate ‘working group’ mocked as misaligned with China’s coal buildout
    • Need for consistent US–China military communications to avoid accidents
    • Potential talks on AI use in weapons and nuclear command/control
  11. 54:51 – 1:29:27

    Mike Baker’s podcast growth and how he builds the daily brief

    They pause geopolitical discussion to talk about Mike’s show, The President’s Daily Brief, its ranking, and the workflow behind producing morning and afternoon editions. Mike describes his approach to sources and why he avoids social-media-driven news consumption.

    • The President’s Daily Brief described as a daily news/intel-style roundup
    • Production cadence: morning planning, evening finalization, afternoon bulletin
    • Emphasis on reputable sources and cross-checking across outlets
    • Personal impact: constant engagement with global events
  12. 1:29:27 – 1:36:59

    Ukraine update: casualty estimates, stalemate fears, and corruption concerns

    They return to Ukraine, citing UK intelligence casualty estimates and the likelihood of winter slowing operations while Russia targets energy infrastructure. Mike discusses US political fatigue, Republican skepticism, and the persistent challenge of corruption and accountability for aid.

    • UK intel estimate: ~300k Russian casualties; heavy losses relative to past wars
    • Winter dynamics: Russia targets energy; both sides dig in and re-supply
    • US support fractures; debates over transparency and spending
    • Ukraine corruption history complicates trust and aid oversight
  13. 1:36:59 – 1:49:03

    Nord Stream theories and Russia’s manpower tactics (prisoners, Wagner, POW claims)

    Joe raises Nord Stream sabotage narratives, and Mike leans toward recent reporting implicating a Ukrainian special-ops effort with plausible deniability. They then cover Russia’s willingness to absorb losses, including recruiting prisoners and reports about POW usage.

    • Nord Stream: competing claims (US/Russia/UK/Ukraine) and latest reporting trends
    • Plausible deniability: keeping Zelenskyy ‘in the dark’ as alleged tactic
    • Russia’s attrition tolerance and historical parallels
    • Wagner prisoner recruitment and claims of coerced/realigned fighters
  14. 1:49:03 – 2:09:08

    Trump’s legal battles, rally dynamics, and 2024 uncertainty

    The conversation pivots to US politics: Trump’s popularity spikes amid prosecutions, crowd response at UFC 295, and skepticism over valuation claims in the Mar-a-Lago case. They speculate on Democratic nominee possibilities and discuss election fraud claims and voting systems.

    • Perceived ‘lawfare’ effect: prosecutions coincide with poll increases
    • UFC crowd reaction as a cultural/political signal (not a representative sample)
    • Mar-a-Lago valuation dispute and historical-property constraints
    • 2024 outlook: Biden age concerns, Kamala ‘deck clearing,’ Newsom positioning
    • Election integrity: fraud vs. ‘stolen election’ and mail-in voting vulnerabilities
  15. 2:09:08 – 2:23:30

    Border security as national security: ‘got-aways’ and terrorism risk

    They argue the scale of illegal crossings and ‘got-aways’ creates an intelligence and law-enforcement nightmare, especially amid Middle East instability. Mike emphasizes that secure borders and fair immigration are compatible but require functional governance.

    • Concern over unknown identities among large numbers of entrants
    • ‘Special interest aliens’ concept and terrorism-linked country origins
    • Argument that policy choices increase the burden on intel/law enforcement
    • Call for secure border + fair immigration rather than open-border framing

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