Market Talk w/ George Noble
NoBull Interview (recorded on May 2, 2025)
In this interview with George Noble from No Bull, recorded on May 2, 2025, Samantha LaDuc discusses the state of the markets, the growing risks around U.S. fiscal policy, and the rising impact of global liquidity shifts.
Samantha emphasizes that recent market rallies are being driven by policy interventions, mechanical buying, and not real economic strength, warning that recession risks are rising and volatility is far from over.
They explore how fiscal excess, a falling dollar, and deglobalization are reshaping market behavior, with concerns that foreign capital may continue to exit U.S. assets.
The conversation also dives into sector positioning, inflation, debt sustainability, and why Samantha believes we’re heading for a much tougher environment by late 2025, regardless of who is in the White House.
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