Tom Lee, co-founder and managing partner of Fundstrat, shares his thoughts on the current market situation. He highlights the fallout from President Trump’s tariffs and how it has affected investor sentiment. Lee admits he underestimated certain aspects of Trump’s tax policy impacts. The conversation underscores the need for clarity about the administration’s plans and how these will shape market expectations moving forward. Rebuilding trust among investors will take time as they reassess their positions against the backdrop of ongoing policy changes.