In this short clip from Macro-To-Micro Options Power Hour, recorded on Aug 13, 2025, Samantha LaDuc and Hans Albrecht discuss how AI, economic policy, and market speculation are shaping today’s bullish environment.

Samantha highlights the “winner-take-all” nature of AI, the risk of unemployment shifts, and how policy headlines continue to fuel rallies despite stretched valuations.

She explains that growth versus value rotation is at all-time highs, making shorting risky until clear signs of weakness emerge.

They also touch on the falling dollar, inflationary pressures, and the growing risk of a market melt-up as flows and sentiment remain strongly bullish.
 

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