Welcome back to the Rational Policy Podcast! In this episode, hosts Mike Coté and Art Vandelay once again plumb the depths of the events in the Middle East. We discuss the latest developments in the Iran War, including the escalating naval conflict and the potential for future negotiations with the regime in Tehran. Is this a lull in the war, or the start of a new phase? We explore the near-global American blockade, the continued Iranian threats to the Strait of Hormuz, and the impact on markets. We also talk about the increased prominence of American economic warfare in this conflict and the potential for success in this approach, continuing to drastically weaken the mullahcracy. We discuss the changes in Iranian leadership, the impact that has on negotiations, and how this conflict may end. The change in posture in the Gulf states, the American domestic political dimensions of the war, and the broader geopolitical implications of it all are detailed as well.
As always, we will continue to monitor the situation and give you our thoughts each week.
Check it out, follow us on Twitter/X (Mike / Art), and share the podcast with anyone you think might appreciate it. Thanks for listening. We’ll be back next week. Until then, go enjoy some playoff hockey. Cheers!
