The Neutron Bomb Of Information
Wizard of Ops Interview (recorded on May 22, 2025)
In this interview with Michael Farris from Michael Farris (Coffee and a Mike), recorded on May 22, 2025, Samantha LaDuc discusses the rising macroeconomic risks facing the U.S., including debt ceiling uncertainty, the potential end of Trump’s 2017 tax cuts, and the impact of upcoming tariffs.
She warns that while markets remain tactically bullish, structurally there are deep vulnerabilities tied to U.S. debt, consumer weakness, and foreign capital flight.
Samantha stresses that the U.S. is underestimating China’s rapid advances in AI, EVs, and energy, which could threaten American tech dominance and exacerbate financial fragility.
She also critiques Bitcoin as speculative, expresses concern over the U.S.’s fiscal trajectory, and notes that if foreign holders begin exiting U.S. assets, the consequences for equity markets and the dollar could be severe.
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