Shake-n-Bake Warning Into Valuation Vertigo
From Macro-To-Micro Options Power Hour recorded on Aug 6, 2025
In this short clip from Macro-To-Micro Options Power Hour, recorded on Aug 6, 2025, Samantha LaDuc and Hans Albrecht discuss signs of economic weakness emerging beneath the surface, including sharp downward revisions to job growth that may indicate rising recession risk.
Samantha highlights how the recent jobs data could give political leverage for pushing rate cuts and signals growing fiscal dominance over Fed policy.
Hans sees the market’s resilience as a positive, with AI spending reframed as a long-term profit engine—not a cost—especially for major players like Microsoft and Meta.
Despite stretched valuations in names like Palantir, he believes the excitement around AI and infrastructure is fueling a melt-up that could continue into the fall.
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