Image Source: Pixabay

In this episode of Macro-To-Micro Options Power Hour from Aug 27, 2025, Samantha LaDuc and Hans Albrecht discuss how markets are navigating a mix of macro, political, and earnings-driven events. 

They cover Nvidia’s earnings reaction, expectations for key levels, and how China remains a critical risk for AI growth. 

The conversation also explores Fed policy shifts under political pressure, bond market steepening, and how these trends influence equities, volatility, and sector rotation. 

They highlight opportunities and risks in software, semiconductors, financials, uranium, and gold, while stressing that AI-driven growth is still early but faces eventual challenges from margins, consumer weakness, and global competition.

Video Length: 00:53:11

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