Melting Up The Wall Of Worry
From Macro-To-Micro Options Power Hour recorded on Jun 4, 2025
In this short clip from Macro-To-Micro Options Power Hour recorded on Jun 4, 2025, Samantha LaDuc and Hans Albrecht discuss how the market continues to grind higher despite weak economic data, suggesting bullish momentum remains intact.
Hans Albrecht presents a “melt-up” thesis driven by institutional FOMO, with 6,000 acting as a magnet level for the S&P.
They explore how the AI investment cycle is far from over, with demand still strong for chips and inference software, and how companies like Nvidia continue to benefit.
Hans Albrecht also warns that while AI’s productivity benefits are real, the potential for mass job displacement is underappreciated and could become a bigger issue sooner than expected.
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