Is It Time For Bulls To Rest? / Macro-To-Micro Options Power Hour / Jul 30, 2025
Macro-To-Micro Options Power Hour full episode from Jul 30, 2025
In this episode of Macro-To-Micro Options Power Hour from Jul 30, 2025, Samantha LaDuc and Hans Albrecht discuss the growing divergence between Wall Street optimism and Main Street reality, cautioning that recent bullish sentiment—driven by AI enthusiasm, mega-cap earnings beats, and mechanical market flows—may be masking deeper risks.
They highlight Powell’s pushback on rate cuts, inflated GDP data, and geopolitical threats like U.S.–China tensions, warning that these forces could trigger volatility despite the current melt-up.
The pair emphasizes the importance of hedging now, noting that option prices are historically cheap while volatility remains suspiciously low.
They close by pointing to upcoming macro risks—like a potential government shutdown in September—as catalysts that could disrupt the market’s complacency and test investor assumptions.
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