Waiting For The Tent To Fold
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 the tension between short-term bullish market momentum and long-term macroeconomic risks.
Samantha notes that while flows and earnings — especially from the Magnificent 7 — support a tactical bullish stance, the broader economic backdrop is troubling.
She warns of sticky inflation, weak global growth, rising debt concerns, and geopolitical risks like trade wars that aren't fully priced in.
Despite the potential for a melt-up in stocks, she remains macro bearish and cautions against complacency, emphasizing the need to stay nimble and hedged.
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