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Okay. Buong giorno. Buenasera. Thank you very much. Grazie, Ronald, for joining us. Okay, let's talk about this. Let's talk about this. So, in the coming week, BPM will be, guess what, traveling again.

And on April 11 and 12, nasa White House siya, and together with Japan, and together with President Biden, with Fumio Kishida, there's going to be this trilateral, which I call JAFOS, Japan-Philippine-US trilateral.

And base sa mga alam natin, mukhang confirmed na na shortly after this trilateral meeting sa White House, magsasign ng Pilipinas at Japan ng isang reciprocal access agreement, under which, potentially, I'm saying potentially because there's,

still a lot of domestic dynamics in Japan, the Komeito Party might say no against it. But potentially, Japan may not only expand drills and exercise with the Philippines, not only expand defense equipment exports to the Philippines, but Japan may also look at its own version of visiting forces agreement, or even rotational access to some of the bases in the Philippines, even though the Japan's foreign ministry has denied the rotational access part.

But I won't be surprised.

All of these things will be part of the trilateral.

All of the discussion coming next week.

And the other thing is, ang basa ko dito is, Biden administration is really trying to tie in Marcos into the Taiwan question.

Na huwag na kayo mag-drama, huwag hanas-hanas dyan.

Eto na, kailangan natin mag-prepare for Taiwan.

So, bigyan na kami ng access at bigyan namin kayo ng armas.

Let's go, let's do this, right?

So, are you worried about this?

Are you happy about this?

Are you reprehensive or anxious about this?

Because ako medyo may mixed feelings.

Ako dito eh.

Baka may, again ah, all of us don't like the bullying of China.

Hindi rin tayo agree dun sa mga paleftis-leftist na US ang sinisisi sa lahat ng problema sa mundo.

As if yung China, walang agency, walang morality, whatever.

But still, diba?

Baka naman, BBM is going a little bit too fast here.

And you might get locked into this.

Well, una, ay importante yung meeting na yan for BBM.

Dahil may isang columnist nga, kilumparayan dun sa,

treaty sa Malta.

With Stalin, with Roosevelt, and with Churchill.

Si Churchill yung pinakalis important.

Pero, ang ganda nung value added sa kanya, dun sa dalawa niyang kasama.

Yung dalawa niyang more powerful na kasama.

May isang columnist.

Bagmat iba yan, no?

Apples and oranges.

Maganda yung image ni BBM.

Kasama yung Prime Minister.

Wait, hindi ba Tehran Conference yan?

I think sa Tehran sila nag-meet, yung tatlo na yan.

But anyway, Yalta.

I think you're saying, Yalta.

There's the Yalta and the Tehran.

Yes, yes, correct.

Tapos, ang beneficiary dyan ay si BBM.

Dahil siya yung pinaka junior-junior partner.

Pero in the global stage, parang ka-level niya si Biden.

Tsaka si President or Prime Minister ng Japan.

So, yun yung partner.

Ikalawa, I doubt kung sa Pilipinas ay positive yan.

Because,

ang tingin dyan ng mga Pinoy, another travel.

Hindi naman nila ma-appreciate yung importance niyan.

Maraming mga Pilipino.

Ang makikita lang na, oh, biyahe na naman.

Biyahe na naman.

Last month, apat ang biyahe.

Ang kaya nang tumapat yan, yung Richard Heydarian.

Sa kakabiyahe.

Kaya, yun yung magiging tingin.

Just to clear, okay?

Hindi ito.

Dahil sa mga universidad, mga educational.

Tapos, ang hinahanap ng tao, where's the beef?

Where's the beef?

Sabi nila, out of the $100 billion na commitments, may pumasok na $14 billion.

Sabi ni Pasquale.

Pero, nasaan yun? Where is it?

Hindi natin mahanap yung $14 billion.

So, ang titingnan dyan ng mga tao is, where is the beef?

Pero, yung ika-apat na tingin ko pwedeng maging positive ay,

for the first time, nagiging emotional yung issue ng West Philippine Sea.

As never before.

Tumataasin di lamang sa ratings.

Tumataasin.

In terms of emotional content.

Kaya, hindi ako magugulat kung in the next election, sa midterm, and in 2028,

the geopolitics, the foreign policy, the West Philippine Sea will be an election issue.

Dahil before, lahat ng election natin, di naman naging issue ang foreign policy.

Tingin ko, itong parating namang election, midterm and 2028,

pwedeng maging election issue because of the emotions,

because of the emerging patriotism ng mga Pilipino.

Dahil dito sa aggression.

Yan yung pwedeng gamitin ni BBM para mabawasan yung slide ng kanyang approval.

Gamitin niya yan pang kontra ron sa slide.

At gamitin niya yan going into the midterm election.

Ipinta niya yung kanyang mga kalaban na pro-China.

Ipinta niya yung kanyang mga kalaban na betrayal of the Pilipino people.

So, yan yung kwant.

Bagamat, kung titignan natin yung personality ni BBM,

hindi siya ganun eh.

Hindi siya Richard Heidarian o Ronald Llamas na pala-away.

Hindi siya ganun eh.

Pero nakita rin natin itong nakaraang buwan na nag-scale up na siya.

Very sharp yung kanyang banat eh.

Tapos very sharp yung kanyang pagkuhan ng support sa mga Pilipino

sa issue ng West Philippine Sea.

Kaya tingin ko itong fourth variable na ito,

more than the meeting itself,

more than the importance given,

given to him,

more than the trip itself,

ito yung pwede niyang idikit dyan.

The emotion about the West Philippine Sea,

about Chinese aggression,

the emotion about an emerging new patriotism,

yan ang gamitin niya.

But emotion directed in a certain way, right?

The implication being the other side are China's puppets.

Last time I checked, this month, the other one is planning to go to Beijing again.

So, I suspect China doesn't need him anymore.

Kasi mukhang used to say that.

I don't know if he's still invited but,

di ba, yan ang pagkakalam natin.

Gamitin niya yung vulnerability na yun,

ang kanyang mga kalaban, hindi lang ng China.

At gamitin niya yung wellspring of emotional support

sa issue ng West Philippine Sea.

Ang tingin ko, nagsisimula siya mag-scale.

Nakikita ko rin yung kanyang communication team, yung PCO,

nagsisimulang gamitin yan.

And also yung mga ibang politiko na nakikiposition for 2025.

Alam na natin, sino mga ito, ito yung mga tayimig dati,

tapos ngayon biglang bayani na lahat.

Pero alam nila, vulnerable sila eh.

Ang tingin ko lang, it has to be really,

I don't want to use the term weaponized,

but it has to be really explicit na para sa bayan.

Abila yung mga traidor.

Essentially ganoon.

Yes, it has to be weaponized.

At saka quick burn.

Ako, pwede kong gamitin yung salitang weaponized.

Yes, normal ako.

Pwede naman.

Di ba?

Pero quick burn, it has to be quick burn.

Hindi ito pwedeng slow burn.

Di ba?

The slow burn is not working.

Look at these numbers.

It's going down.

Hirap pa rin si BBM eh.

Ano yung mga last year, nagsabi siya na magka-cabinet re-bump siya.

Paano? Nag-deep siya last year eh.

Pero hindi nangyari eh.

Hindi nangyari.

Ngayon, baka kung hindi siya mag-cabinet re-bump,

ay magpapatuloy ang deep na yan.

But then again, I mean, going back to this issue of

Philippine-Japan-US,

ang worry ko na naman, ang mangyari dito is

puro naman boots and bases ang pag-usapan.

Yes.

Kailangan talaga natin pera sa economy natin.

Alam mo naman yung banat ng kabila eh.

Ang banat ng kabila,

ito naman mga Amerikano, wala naman pera mga yan.

Mga Japon naman, wala na rin mga yan.

China talaga.

China.

China.

They have to put their money where their mouth is.

Dahil di pa natin nakikita eh.

Puro commitments eh.

Yung galing dito si Kwan,

si, sino ba yan?

Secretary of Trade ng US.

Yeah, exactly.

Secretary Raymundo.

Secretary Raymundo, exactly.

Yeah.

May dala siya na,

initially kasi 200 businessmen yun eh.

Ang dinala niya, 30.

Including Apple, the app.

At yung 30 na yun,

hindi manufacturing.

Pandit siya.

So,

wala masyadong impact sa economy.

Eh, kung gano'n yung

yung i-deliver ng US sa atin,

medyo kapos.

Medyo kapos.

Tapos,

hihimukin tayo na sumama sa Taiwan issue.

Na,

na hindi united yung Pilipino.

West Philippine Sea na yung unite tayo.

Pero sa Taiwan,

divisive yan.

At pwedeng gamitin ang mga kalaban niya.

Na,

oh,

yung presidente natin,

dadalin tayo in harm's way.

War mongering.

Et cetera, et cetera.

So,

ingat siya dyan.

Ingat siya.

Sa,

dahil,

The optics is bad

if it's just purong

defense-defense deals.

At purong mga,

tayo lang mag-host

ng mga ibang,

ano,

ibang bansa.

Ganon-ganon, di ba?

That's gonna be a problem.

They have to show

some economic issue,

some non-military issue,

para hindi mukhang

hate-hate sa China lang

or purong ma-away-away

or war hang dating.

So,

they really have to have deliverables.

I don't know if they're pulling

the right strings

to tell Japan and US

na hindi pwede boots and bases lang.

And I was,

and the idea of Japanese troops

back in the Philippine soil,

I mean,

I don't think it's gonna happen

anytime soon,

but easy can be weaponized

by the makapili club.

Ironically,

makapili 2.0 pala.

Pro-China kasi ito.

Yung makapili na first

pro-Japan.

Alimawa,

yung Balikatan ngayon

is very provocative.

Ano,

parang nandun sila

sa border ng EEZ.

Diba,

doon sila pupunta

itong Balikatan na ito.

At mukhang

part ng Balikatan

pupunta sa norte.

Sa teritoryo mo,

big up.

Smart, no?

Pupunta sila dyan, no?

So,

it's a scaling up,

pero wala namang scaling up

in terms of economic investments.

Diba?

Yun nga eh.

So,

I hope na intindihan din.

Ang problema ko kasi,

yung mindset siguro

sa Amerika

is,

ah,

Pilipinas,

kailangan naman tayo

ng mga yan sa military.

So, kahit anong bigay natin,

okay naman yan.

Tapos yung mga hapon naman,

eh,

matagal na namin binibigay

mga Pilipino.

Bahala,

pero wala naman.

Hindi na tayo mabigay,

diba?

Kasi nag-shrink na yung population nila,

nag-shrink yung economy,

di na sila number three,

di na sila number two.

May limitasyon din ng Japan.

They're technically in recession, no?

Actually,

both are recession,

Germany and Japan,

except mas worse yung Japan,

kaya nag-bump up yung Germany

to number three.

Kaya nga weird ng feelings

ng mga alaman, eh.

Pababa yung economy nila,

pero umakit yung ranking nila.

Bigos yung situation ng Japan,

diba?

So, it's a weird feeling

that people are having there.

But, yun nga eh,

Japan is

putting billions of dollars

into semiconductors,

et cetera,

USs.

But most,

yun na naman yung feeling ko,

Ronald, eh.

Pero yung mga investors nila

pumunta sa Vietnam.

Vietnam.

Pumunta sa India.

O, yung mga gana,

eh, wala namang paki sa atin,

wala namang paki sa USs,

ah, hindi.

Wala namang paki sa

mga ginagawang

ng China yung iba dyan, eh.

Thailand pro-China yan, eh.

India,

mag-isip yan.

Pero, as usually,

pinag-uusapan natin

sa mga previous episodes

last year,

kailangan din naman lang

konting improvement

sa ating comparative advantage.

Yeah.

Kailangan din naman natin

ng konting,

we have to meet halfway,

diba?

Kailangan din natin

ng deliverables, no?

Ease in doing business.

Ang daming pipirmahan,

ang daming humihingi,

no?

Diba?

At least,

konting mga lang

infrastructure, no?

Mukhang nag-i-improve naman

yung ating

entry point,

yung airport natin,

no?

Nawala na yung surot.

Tsaka yung mga daga.

No?

Kaya lang,

tatapas yata yung

airport tax na naman natin.

Oo.

Ayun na naman tayo, eh.

Wala naman,

libre sa atin

pag may gumanda,

doble yung presyo.

Again, Ronald,

yun nga,

yun ang

yun ang pinaka-worry ko

talaga dito na

there has to be really

all,

I mean,

ako,

ang term ko dyan

is strategic scouting.

Diba?

Yung parang sa

sa sports, diba?

Yung isa-scout mo

yung hindi yung perfect pa.

Yung may potential pa.

Alam mo na kung

ilalagay mo ng konting

trust and confidence

akiyan, gyan.

Pero as you correctly pointed out,

that talent,

that unvarnished talent,

that rough diamond

also has to do something

for itself.

Which brings us

the ultimate question, Ronald.

In a situation

when you have a president

na his instinct,

his temperament,

his conflict avoidance,

risk averse,

and then yung kabinete mo,

well,

may sariling pag-iisip

lahat mo yan.

So maybe he should have

a hatchet man?

Maybe he should have

his own kind of

conciliary

to really,

kasi if you wanna

clean up the system,

like kunyari,

tingnan mo si Modi,

mayroon siya,

amit siya.

Parati may number two

ang mga ganun tao

ay yung mga populist

na disruptive.

Yung Ardoan,

see,

eto wala eh.

Wala siyang number two

na hatchet man

na can go after

oligarchs,

can go after drug lords,

can do some

difficult deals

here and there, right?

May tunay na big strategy.

Wala siyang ganun eh.

Yes, yes.

Sabi ko mga

previously,

di ba,

wala siyang

tunay na ruling party.

Di ba?

Wala siyang

tunay na ruling

koalisyon.

At wala siyang

tunay na

political strategist.

At saka whip.

Yung talagang

ito yung

ito yung lulusog.

Ito yung attack dog.

Di ba?

Halimbawa,

for lack of a better example,

parang atrilianes.

Di ba?

Atrilianes na attack dog.

Di ba?

Yung ganun.

Wala siyang ganun eh.

Wala yung

position for

office for political affairs.

Bakante.

Di ba?

So,

lahat wala ka.

Wala kang ruling party.

Wala kang ruling coalition.

Wala kang

political operatives.

No?

Strategies,

et cetera.

No?

Baka kayang punuan

ni Big R

yung ganyang

klaseng back yun.

Hello, hello.

I cannot hear.

Submit mo na

yung TV mo, no?

Ayun naman.

Sir Ronald.

Baka kunin pa rin

gadon yan.

Alam mo,

Sir Ronald.

Ewan ko kahit gadon.

Umaasa na lang siya

na gawin

80 senators

para may pagkasa

siyang pumasa dyan.

You know,

from out of nowhere,

di ba?

Tahimik at tahimik siya

since na-appoint siya.

Biglang

nagsalita na lang

something ludicrous,

no?

Even surprising

for a guy like him.

I mean,

there are levels.

Talaga naghahanap

siya ng importance, eh, no?

Talaga nga...

Kasi di siya pinapansin

ni President.

Very pathetic, no?

It's very pathetic, no?

Usually,

yung mga ganyan

ng Middle Ages, no?

Yung ganyang klaseng

pathetic,

they fall on their swords.

They do as a puko.

Kaya mukha naman to.

As a puko, no?

Pati yung sword yata neto,

medyo palpak din

ng sword neto.

Para-para, Sir Ronald,

alam mo naman

si BBM snob yan, eh.

Kung hindi ka sosyalin,

nagalit,

saling sa posh,

mga gano'n.

Hindi ka papansin niya

kahit advisor ka.

At kung sobra kang yabang,

tapos wala ka naman laman.

Yun lang yung problema.

Diba?

Okay na naman

magyabang ka.

Pero yung meron kang

werwi dahil

mayabang,

mayabang mo lang, ha?

Wala ka pang laman, no?

Eh, doon ka sa doghouse.

Ayan tayo.

Okay, Sir Ronald,

speaking of which,

let's do a super mini episode

short.

Kasi,

as you know,

ayon kay Buljack,

eto na,

magbubulgar na sila

ng mga pulvoronic videos.

Pag-usapan natin.

Oo, sa June.

Sa June daw.

Sa June.

Ay, akala ko,

April lang naman talaga.

Sige, pag-usapan natin.

Very shortly.

Very shortly.

As in promise.