The Morning Meeting

Democrat Gavin Newsom Denounced for Calling Israel an "Apartheid State" as Iran War Spreads Further

10 snips
Mar 5, 2026
Rapid updates on the widening Iran war and risks to shipping and oil markets. Fresh coverage of Kurdish roles and shifting command dynamics. Heated debate over a Democratic leader's 'apartheid' comment and party tensions. Looks at midterm electoral fallout, chaotic Senate primaries in Texas, and a surprise Montana shake-up.
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ADVICE

Focus Midterm Messaging On Gas And Inflation

  • Republicans should emphasize gas prices and inflation as campaign vulnerabilities for the White House.
  • Larry recommended focusing messaging on fuel costs and the distinction between rising inflation and deflation to protect midterm positioning.
INSIGHT

Two Variables Will Determine Short Term Iran Conflict

  • The panel sees fractured Iranian command and threats to Strait of Hormuz as the two pivotal variables shaping near-term conflict dynamics.
  • Larry noted IRGC pockets operating on "autopilot" and shipping reluctance through Hormuz as key pressure points.
INSIGHT

Newsom Comment Reveals Democratic Party Split

  • Gavin Newsom's description of Israel as an "apartheid state" exposed a rift within the Democratic Party over Israel policy.
  • John Fetterman publicly rebuked Newsom, calling the phrase a fringe talking point and highlighting intraparty tensions on foreign policy.
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