Tacos, Tariffs, and Treasury Twists are at the forefront of today's show. 

Hosted by Michelle Martin with guest Arun Pai of Monk’s Hill Ventures, this episode dives into the rise of the “TACO” trade, the real weight behind Trump’s rare earths “deal” with China, and whether the latest US-China trade deal is calming markets.

Why are traders hyper-focused on the 30-year bond auction?

Could Scott Bessent as Fed Chair shift everything we know about rates?

From volatility plays to Fed succession stakes, Michelle and Arun unpack what’s shaping investor psychology right now.