TACO Trades: The Tariff Rollercoaster That’s Driving Execs Crazy

One day tariffs are soaring; the next, they’re gone. Welcome to TACO Trades, the acronym quietly whispered in corporate boardrooms, standing for “Trump Always Chickens Out.” As tariffs flip-flop unpredictably, executives across America are stuck in strategic limbo.In this episode, we explore the critical decisions business leaders face amid this constant uncertainty:* Should companies pull the trigger on long-term investments, or wait out the chaos?* How much political advocacy is too much (or too little) when tariffs can change overnight?* Is it finally time to diversify away from tariff-sensitive regions, or is that a costly overreaction?We unpack these tough questions and dive deep into the real-world impacts of tariff volatility.Watch now to learn why planning around tariffs has become less about strategy and more about survival.And remember…if today’s tariffs aren’t your thing, just wait. They’ll probably change tomorrow. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit whatcouldtheybethinking.substack.com