Upside Pricing Is Cheap Into A Melt Your Face Off Rally
From Macro-To-Micro Options Power Hour recorded on Aug 13, 2025
In this short clip from Macro-To-Micro Options Power Hour, recorded on Aug 13, 2025, Samantha LaDuc and Hans Albrecht discuss how markets are entering a period of major dispersion, with some massive winners and losers driven by AI adoption, interest rate shifts, and broader economic forces.
Hans compares today’s AI moment to the early internet era, calling it the “first inning” of long-term adoption, while also highlighting opportunities in overlooked sectors like housing and consumer-sensitive stocks such as Rocket, Zillow, and Apple.
They explain why longer-dated options are still cheap, creating chances to position for a potential “melt-up” rally, while also hedging against sharp downside risks.
The conversation blends big-picture market strategy with actionable trading insights on volatility, options pricing, and stock rotation beyond just big tech.
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