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June 8, 2025 • 14 mins

Is it wise to bet on a president backing down? Markets seem to think so.

Hosted by Michelle Martin with Simon Ree, Founder of Tao of Trading, we unpack the viral TACO trade, why July 8 looms large for investors, and what the “revenge tax” in Section 899 might mean for global capital.

We examine how policy posturing is morphing into fiscal weaponry.

Could U.S. tariffs on the EU trigger ripple effects in the dollar and stock markets?

And what’s really at stake as China courts Europe while Washington sharpens its economic tools?

This episode dives deep into policy, perception, and the politics of risk.

See omnystudio.com/listener for privacy information.

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