Listen now (75 mins) | A lull in the action, or the next phase of the conflict?

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	Forwarded this email? Subscribe here for more   The Rational Policy Podcast Episode 34 - Ceasefire In Nam… 0:00 1:15:15   Listen now   Episode 34 - Ceasefire In Name Only A lull in the action, or the next phase of the conflict? Mike Coté Apr 22   READ IN APP   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. Share 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! Pledge your support Rational Policy is free today. But if you enjoyed this post, you can tell Rational Policy that their writing is valuable by pledging a future subscription. You won't be charged unless they enable payments. Pledge your support   Like Comment Restack   © 2026 Mike Coté 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe