Ep 18 | 关税能TACO，格陵兰能TACO，战争能TACO吗

from 非共识的20分钟 · host Jason的投资思考

3月23号，特朗普宣布暂停对伊朗能源基础设施的打击5天，称与伊朗进行了"非常好的对话"。油价当天暴跌11%，比特币从6.8万反弹到7万。市场管这叫TACO——Trump Always Chickens Out。但几个小时后，伊朗官方媒体否认与美国有任何接触。同一天，伊朗向以色列北部发射导弹，碎片落在萨法德。特朗普自己在暂停声明不到一个小时后又发了48小时最后通牒。这期拆一个问题：关税可以一个人TACO，战争需要所有人同时TACO。这次真的够用吗？你觉得这次TACO和以前一样吗？评论区聊聊。如果这期帮你看清了一些噪音背后的东西，发给一个今天因为油价跌了就觉得天下太平的朋友。 ------ 声明：本节目旨在提供分析框架与历史视角，所有内容均为信息分享与学术探讨，不推荐任何具体投资标的或操作。投资决策请基于个人独立研究。 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Mar 24, 2026

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Ep 18 | 关税能TACO，格陵兰能TACO，战争能TACO吗

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