Irresponsible Not To Protect
From Macro-To-Micro Options Power Hour recorded on Jun 18, 2025
In this short clip from Macro-To-Micro Options Power Hour, recorded on Jun 18, 2025, Samantha LaDuc and Hans Albrecht discuss growing market expectations for aggressive Fed rate cuts and why that narrative is deeply flawed.
They argue that the real problem isn't demand, but excessive government spending and exploding deficits, which are preventing bonds from rallying despite geopolitical risks and rising interest costs.
Samantha explains why Trump is pressuring the Fed to cut rates—primarily to offset fiscal mismanagement—but points out that this won’t solve the structural supply issue in the bond market.
The conversation also touches on global risks, including tensions with China and Russia, and the low likelihood but high impact of regime change scenarios that markets may be overly optimistic about.
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