Rudyard Griffiths

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Welcome to The Monk Dialogues with Andrew Coyne, our regular contributor here in the studio with me for today's show.

Andrew, great to be in conversation.

Good to be with you.

We like to occasionally check in with you on all things Trump, and today, Monday, is a day to reflect on that.

We have a ceasefire that looks increasingly shaky, to say the least, and a president who's threatening to restart Operation Freedom, his blockade of the Strait of Hormuz.

Where are we at, and do you think we're on the verge of this war kicking off again?

Maybe our Chinese EVs will be less of a problem.

That would be a presuming consistency on the part of the American president.

What's good for the goose is good for the gander.

But just to go back to the situation that's raised at Firmas right now, it feels like a trap, Andrew.

It feels like the president is trapped.

He's trapped himself.

If he restarts the war, oil prices that are already elevated will increase.

There's increasing...