June 11th • 2h 51m
Shownotes
Every new episode of No Agenda is accompanied by a comprehensive list of shownotes curated by Adam while preparing for the show. Clips played by the hosts during the show can also be found here.
📰 Topical Articles (no associated clip — organized by topic)
OIL / HORMUZ
AI BUBBLE
SURVEILLANCE / CONGRESS
SCREWWORM
ECONOMY / SERENDIPITY
00 🛢️ TRUMP OIL OPERATION + INSURANCE
Clips — 10
01 Trump 'I love the inflation' — the secret oil op, 22 ships blasted, oil 'would be $250, it's $85' - PBS
PBS NewsHour readback: the Hormuz blockade reframed as a US oil operation holding prices down.
02 Trump on the '48 minutes of fury' one-day war — 159 ships at the bottom, Venezuela oil - PBS
PBS — Trump boasts the operation's scale and ties in Venezuela oil.
03 Fox reporter: ships transiting Hormuz — 'that's not Iranian oil, it's U.S.' - Fox
Fox: oil moving through the Strait is now characterized as American.
04 Fox: F-18 disables a tanker, 134 vessels turned around in the Strait - Fox
Fox on the naval-blockade mechanics.
05 Fox: C-drone rescues downed airmen — 'an operational first' for the US military - Fox
Fox: an unmanned surface vessel performs a first-of-its-kind rescue.
06 Fox — VAdm Harwood: 'no gap' between the US and Israel on objectives - Fox
Fox interview with Vice Adm. Harwood.
07 Fox — the Vance/Trump end-state: a deal where Iran can never close the Strait of Hormuz - Fox
Fox: the administration's stated objective.
08 AXIS Capital CEO Vince Tizio — marine WAR insurance for the 200-ship Hormuz oil mission - Fox Business
Mornings with Maria: the insurance plumbing behind the oil convoy; 20,000 seafarers want assurance.
09 Trump SOT — the ceasefire/blockade holds (finance-desk framing) - CNBC
CNBC: oil pullback + tentative de-escalation, why a finance desk is covering the war.
10 France 24: 49 Tomahawks near Tehran, Iran closes the Strait of Hormuz to all vessels - France24
France 24 update — US & Iran exchange fire a second day, undermining the ceasefire.
01 🚀 SpaceX IPO & THE AI BUBBLE
Clips — 13
01 Sen. Warren asks the SEC to DELAY the SpaceX IPO - CNBC
CNBC's Eamon Javers: Warren vs Musk on the IPO timing.
02 Jim Cramer: 'speculators are not your friends' — wants the SpaceX deal 10x oversubscribed - CNBC
Mad Money: Figma/Cerebras opened high then crashed; he wants locked-in buyers.
03 Davitt: there's 'nothing to hedge' on the SpaceX IPO - CNBC
CNBC — the Wall Street hedging challenge on a pre-IPO SpaceX.
04 US weighing an OpenAI equity stake — Bernie pitched 50%, foreign funds already in - CNBC
CNBC: govt-stake-in-OpenAI trial balloon (Intel/IBM precedent).
05 Anthropic's 'too powerful for the public' model now goes to consumers — doubles Opus price as it eyes IPO - CNBC
CNBC: the Mythos/Fable-5 rollout + pricing as Anthropic eyes an IPO.
06 Palantir's Alex Karp: LLMs 'can't replicate' Palantir — SF as a religious cult - CNBC
CNBC — Karp on the AI moat and Silicon Valley 'religion.'
07 Karp: 'Anthropic runs on Palantir — we are friends' - CNBC
CNBC — the Palantir/Anthropic dependency, in Karp's words.
08 Macquarie's Viktor Shvets: in the next bubble, 'the losers get nothing' - CNBC
CNBC — the bubble-mechanics warning.
09 Arora: AI found '5-7 years of bugs in 6 weeks' - All-In
All-In podcast — the capability claim.
10 Arora: 'what if Claude didn't have restraint?' - All-In
All-In — the alignment/Mythos worry.
11 AXIS CEO Tizio: insuring the 'cat-like' Anthropic Mythos risk — underwrite 'carefully,' ransomware - Fox Business
Mornings with Maria: how you insure an AI-amplified catastrophe risk.
12 AXIS CEO Tizio: the AI executive order — can corporate America patch the bad actors? - Fox Business
Mornings with Maria — public-private partnership on AI risk.
13 Artemis 3 commander: the all-... crew 'wasn't intentional' - CNN
CNN's Jake Tapper — the NASA Moon-crew framing (space-adjacent).
02 🕵️ NYT — TRUMP WHITE HOUSE EPSTEIN 'FREAK OUT'
Clips — 8
01 MSNBC: the NYT 'Regime Change' story — Vance, the Tucker-Maxwell gambit, the Situation Room - MSNBC
MSNBC panel reacting to the Haberman/Swan book (see the NYT summary node above).
02 MSNBC: Epstein-lawyer cover-up — DOJ 'prepped' Gates - MSNBC
MSNBC — the legal-coverup angle.
03 ABC package: Gates 'regrets every minute' — affairs used to pressure him to re-engage - ABC
ABC News package on the Gates testimony.
04 MSNBC: Walkinshaw — Groff 'not remotely credible,' the orchestra email - MSNBC
MSNBC — the credibility fight.
05 Jake Tapper reads the NYT excerpt (1): the July 2025 Situation Room meeting, Vance, the Tucker-Maxwell PR gambit - CNN
The Lead (CNN): fullest TV readback of the book behind clip #1 above.
06 Jake Tapper reads the NYT excerpt (2): the Sarah Ransom allegation (⚠️ graphic, unverified — keep Tapper's caveats) - CNN
The Lead — Tapper: 'these are unverified… Trump not accused of any crime.'
07 Jake Tapper reads the NYT excerpt (3): the Vance-vs-Wiles disclosure debate, 'every door led to another room' - CNN
The Lead — the cover-up mechanics in the room.
08 Jake Tapper: the Epstein draft email claiming Gates sought meds to hide an STD (⚠️ unverified — keep caveats) - CNN
The Lead — the salacious-but-unverified Gates draft; pairs the ABC Gates package.
03 🐛 NEW WORLD SCREWWORM
Clips — 2
01 Texas Ag Commissioner Sid Miller: 'it's not working, folks' — the SWAS fix the feds won't deploy - CBS
CBS — Miller attacks the USDA sterile-fly program (see vet BOTG above).
02 Sec. Rollins walks it back: 'no threat to the food supply,' the digestive system would destroy it - PBS
PBS hearing — Sen. Marshall leads Rollins to downplay the parasite for the public.
04 🇬🇧 BELFAST RIOTS / UK DISORDER
Clips — 12
01 Will Kingston (w/ Megyn Kelly): the govt 'gaslit citizens' on migration — now complicit in the rage - MSNOW
US-pundit frame on the Belfast disorder.
02 UK PM Keir Starmer: the violence and arson are 'totally unjustified' - BBC
Commons statement after the North Belfast knife attack.
03 BBC: the facts — a Sudanese refugee's knife attack; Dep. FM Little-Pengelly condemns but 'understands the anger' - BBC
BBC anchor read + NI minister SOT.
04 BBC on-scene (Dan Johnson): masked youths, burning HMOs, families brought out 'through the flames' - BBC
BBC correspondent from the Newtownards Road.
05 Sky News — Robin Livingston (1): the sectarian fault line; anonymous accounts told people to mask up and fight - Sky News
Sky interview — the orchestrated anatomy of the riot.
06 Sky News — Livingston (2): homes burned, 'kicking in doors… shouting foreigners out' - Sky News
Sky — the explicit chant.
07 Sky News — Livingston (3): the visa came from the Tories — minister Jenrick 'jumped ship to Farage' - Sky News
Sky — the blame-game deconstruction.
08 Sky News — First Minister Michelle O'Neill: 'don't let the faceless orchestrate campaigns on the streets' - Sky News
Sky package + O'Neill + PSNI Chief Constable SOT.
09 Sky News: NI has 'one of the LOWEST immigration rates in the UK' — Troubles-echo (Southampton bridge) - Sky News
Sky + Dr McLaughlin (QUB) SOT.
10 BBC (Rob Watson, 1): the dying white man handcuffed; polling — immigration now tops the economy - BBC
BBC analysis — the viral-video 'fever pitch' mechanism.
11 BBC (Watson, 2): the 'importing of an alien culture… had to stop' enters NI politics - BBC
BBC — the rhetoric vs the govt's de-escalation.
12 BBC (Watson, 3): 'a very dangerous moment' — half think Britain isn't getting along - BBC
BBC — the social-cohesion-collapse thesis.
05 🛸 DISCLOSURE DAY
Clips — 6
01 Spielberg (AP): 'Disclosure Day' is 'not science fiction — it's reflective of the world,' discoveries 'as we speak' - AP
AP interview — the director reframes the film as fact-adjacent.
02 Spielberg (AP): from the 2017 Tic-Tacs to the 2023 Congress hearings — Grusch, Fravor, Graves under oath - AP
AP — the real-world UAP timeline he cites.
03 Spielberg (AP): 'I've changed my mind — the circumstantial evidence is overwhelming' - AP
AP — the personal conversion line.
04 Reviewer Jeremy Jahns (1): 'release the files' — Spielberg's Enemy of the State with alien tech - YT
Mainstream-adjacent film review of Disclosure Day.
05 Jeremy Jahns (2): govt overreach, aliens vs faith — 'a dangerous movie, God help us all' - YT
YT review — the faith angle.
06 Father Dan Reehill: the movie is 'consecrated to Satan' — demons could shake your faith - YT
Priest's warning — faith-vs-aliens, pairs the disclosure cluster.
06 ⚔️ IRAN WAR — MAGA SPLIT & WAR POWERS
Clips — 12
01 Trump statement: the US 'must, of necessity, respond' to the downed Apache - Fox
Fox — the decisive-response framing.
02 Marc Thiessen: 'not a pinprick — the president needs to finish the job' - Fox
Fox — the hawk push.
03 Trump pool spray: stopped the India-Pakistan war, wants a 'real' Iran deal, 'we hit them again hard' - WH
White House pool spray.
04 Trump: 'we're going to be attacking them very hard' + the unmanned-boat helicopter rescue - CNBC
CNBC pool-spray take — distinct helicopter/bomb/rescue narrative.
05 Fox (Trey Yingst): Trump touts the 'miracle' sea-drone rescue - Fox
Fox correspondent on the rescue.
06 ABC (Jon Karl): Trump will respond 'as we speak' — the first-of-kind rescue - ABC
ABC — the response posture.
07 Mark Levin tape: Trump is 'deeply desperate for a deal — stop bashing Netanyahu' - MSNOW
The neocon turn on Trump's Iran handling.
08 Morning Joe: Trump is 'desperate to get out of' the Iran war - MSNBC
MSNBC — the exit-pressure read.
09 Fareed Zakaria: Trump is 'furious' the war is going badly — 'only so much military power achieves' - CNN
CNN GPS analysis.
10 Rep. Deluzio: Hegseth and Trump 'had no clue' starting the Iran war - MSNBC
MSNBC — the congressional critique.
11 Nikki Haley: go after China and Russia — 'hold them accountable' on Iran - Fox
Fox — the great-power escalation pitch.
12 Fmr. JAG Margaret Donovan: the War Powers 'legal fiction' — 'we're bombing to get a peace deal' - CNN
AC360 — a JAG dismantles the legal cover for the open-ended campaign.
07 🕊️ PEACEMAKER — TRUMP OVERRULES BIBI
Clips — 7
01 Trump: 'I could stop wars with a telephone call' - MSNOW
MSNOW — the peacemaker self-framing.
02 Trump calls Netanyahu — who cancels the strikes - MSNOW
MSNOW — the overrule, narrated.
03 Trump tells Israel to 'hold its fire' as peace proceeds - ABC
ABC — the hold-fire message.
04 Trump unloads on Bibi: 'you're effing crazy… you'd be in prison' - CNN
CNN — the blowup.
05 Trump: 'I call the shots, not Netanyahu' - MSNOW
MSNOW — the dominance claim.
06 WION explainer: who signed the Abraham Accords — UAE, Bahrain, Morocco, Sudan (since Jordan '94) - WION
WION background.
07 AP: Gulf nations 'won't make a deal unless they sign' the Accords - AP
AP — the linkage.
08 🇮🇱 US–ISRAEL INTEGRATION / SECTION 224
Clips — 4
01 WION: under Section 224, 'US military data could become Israeli military data' - WION
WION — what the integration creates.
02 Massie & Khanna: a bipartisan revolt against fusing the US and Israeli militaries - WION
The strike-amendment fight.
03 Chelle (SETUP): the $38B pact and what Section 224 actually creates - WION
Explainer part 1.
04 Chelle (ANALYSIS): Quincy/Simon — the aid becomes 'invisible procurement' - WION
Explainer part 2.
09 🗳️ PLATNER / MAINE SENATE
Clips — 6
01 David Brooks: Platner is a 'moral degenerate' — Dems back him like MAGA backs Trump - MSNBC
PBS/MSNBC — the establishment-vs-power frame.
02 Trump pool spray: Platner is a 'thug' and a 'loser' - WH
White House pool spray.
03 AC360: the Platner scandals + Trump 'he's like a pig' + Conway 'is power really worth that to you?' - CNN
Anderson Cooper recap + Trump SOT + Kellyanne Conway.
04 AC360 — David Urban (vet): Platner on the Kik grooming app + the PHustle Totenkopf-tattoo post - CNN
A veteran itemizes the specific allegations.
05 The View: 'hold your nose and vote for Platner… let's get us some POWER' - The View
The Dem 'power over principle' split, said out loud.
06 The Lead — Ro Khanna defends the 'Nazi tattoo' Democrat's Maine win by pivoting to policy - CNN
Jake Tapper plays the attack ad; Khanna deflects.
10 🕳️ FISA 702 / PULTE AS DNI
Clips — 1
01 Sen. Thune: Dems are holding FISA hostage over Bill Pulte as DNI — an 'irresponsible position' - Fox
Fox — the surveillance-reauth fight (quid-pro-quo over the Pulte nomination).
11 📺 SCOTT PELLEY / CBS NEWS
Clips — 2
01 Morning Joe — Scott Pelley: Bari Weiss 'was murdering 60 Minutes,' tried to insert bias - MSNBC
His first interview since being fired; the ICE-killings report 'came within 19 minutes of not making air.'
02 Morning Joe — Pelley: 'the problem was the incompetence… there is no democracy without journalism' - MSNBC
CBS rebuttal + Pelley's on-record framing.
12 🗳️ ELECTION INTEGRITY (CA + ActBlue)
Clips — 3
01 Gutfeld: a delayed mail-in count knocks Spencer Pratt out — two Dems advance ('don't call it fraud') - Fox
Fox — the LA mayor race twist.
02 Chris Hayes: 'it's not fraud' — setting the table to invalidate the midterms - MSNBC
MSNBC — the counter-frame.
03 ActBlue CEO Regina Wallace-Jones pleads the FIFTH to her own name, then is sworn in — foreign-funds probe - BlazeTV
House hearing: 'foreign funds have no place in American elections.'
13 🌍 EUROPE DEFENSE COLLAPSE
Clips — 3
01 France 24 (Soos, 1): the $116B Franco-German jet failure — 'rivalry over Europe' - France24
France 24 — Europe's flagship fighter program in trouble.
02 France 24 (Soos, 2): 'different cultures' sink the joint program - France24
France 24 — the cooperation breakdown.
03 UK Defence Secretary John Healey resigns — the govt 'won't fund defence,' a point of principle - CNA
Channel NewsAsia — the resignation (pairs the FCAS failure).
14 🎰 SERENDIPITY / KAKISTOCRACY
Clips — 5
01 Air Canada: a pilot flew 17 years / 900 flights with NO certificate — 7 charges - CNN
CNN — Jeffrey Wall, the fake-license pilot.
02 VP Vance installs a Victorian chicken coop — a dozen named baby chicks at the Naval Observatory - Fox
Fox — the only-in-2026 item.
03 MSNBC panel: Trump dozes courtside, the arena boos — 'what is the WH covering up?' - MSNBC
MSNBC — the courtside-nap freakout.
04 Pope Leo meets Bad Bunny ahead of a Spain trip - NBC
NBC — the unexpected papal meeting.
05 'Is the iPhone birth control?' — a study ties HALF the 2007-2011 fertility drop to the iPhone's arrival - YT
Soundbite of the NBER paper (full study breakdown in the node above the clips).