Macro Trade Review: Gold, Bonds, Oil, Timing Growth/Value Rotation & Recession Risk
From Macro-To-Micro Options Power Hour recorded on Sep 3, 2025
In this short clip from Macro-To-Micro Options Power Hour, recorded on Sep 3, 2025, Samantha LaDuc and Hans Albrecht discuss why they remain bullish on precious metals, highlighting a gold/silver/miners breakout driven by macro tailwinds, and how recent options “gamma” rolls (Jul 31 and Aug 15) created the chop traders have felt.
They note the market’s resilience at key pivots while leadership broadens beyond megacaps to semiconductors, capital-goods names, and improving bank stocks, even as rate-cut hopes linger.
Samantha flags “greedflation” (margin-driven price hikes) and expects a Q3–Q4 earnings-growth slowdown with recession risk pulled forward, keeping equities range-bound into the FOMC.
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