Playback speed×Share postShare post at current timeShare from 0:000:00/0:00Transcript1616In Conversation w/ Le ShrubTACOs, grift arb, and positioning in markets.AP Research and Le ShrubJul 17, 20251616ShareTranscriptNEW POD: In Conversation with Le Shrub:The tariff TACO and walkbacksThe Golden Age of GriftPositioning in the current market dynamicDiscussion about this videoCommentsRestacksIn ConversationConversations about the big stories.Conversations about the big stories.SubscribeAuthorsAP ResearchLe ShrubWrites Reminiscences of a Shrub Operator SubscribeRecent PostsIn Conversation w/ David Cervantes / Pinebrook CapitalAug 26 • AP Research and David CervantesIn Conversation w/ Max FellermanJul 27 • AP ResearchIn Conversation w/ Michael BrownJul 10 • AP Research