Susan Kokinda

He doesn't have to go out and give some expert briefing about why Britain is not, you know, we should no longer have a special relationship with Britain.

Britain just proved it.

by refusing to step forward.

So he's forcing these institutions, and I would call them adversarial institutions, to increasingly show their true color.

Whereas previously, presidents, Congress, other nations, political leaders, they all play by the rules of these games.

you know, the post-war rules-based order is the favorite phrase of a lot of people like Mark Carney, who's still trying to save it.

You know, but if everybody plays by the rules of the game, nobody sees those rules.

It's only when somebody says, no, I'm not playing by the rules of that game, that the, you know, people trying to enforce the game end up exposing themselves.

And I think that's what's happened, you know, especially with NATO, with Iran,

and the response of Europe to all of this.

Well, you know, I don't want to get too far ahead of my skis in terms of

you know, predictions because there's a lot of different moving pieces.

And obviously you do not have a unified government in Iran.

You know, you've got the IRGC, you've got the civilian government, you got a whole, who knows, and who knows how much is going on in terms of Israeli intelligence, you know, how much is going on in terms of British intelligence and so on.

So it's, you know, there's a lot of moving pieces in terms of this.

But, you know, I think what characterizes Donald Trump in a very unique way, which is where,

you can hypothesize an outcome to this, is he operates in the real world of physical economy.

And you hit the nail on the head.

The fact that you've got this blockaded, the fact that once the storage facilities in Iran are filled, and I've heard, I think Scott Besant said May 2nd is the point that that hits, which we're getting pretty close to.

Maybe it was a little bit after that.