In this episode of Macro-To-Micro Power Hour, Samantha LaDuc and Craig Shapiro discuss the hedge fund factor rotation, its impact on market pricing, and the significant unwind in trades amounting to a trillion dollars in a week. They explore macro risks in the current economic environment, highlighting the role of options expiry in shaping market movements. Additionally, they delve into the complexities of market predictions during political and economic uncertainties, emphasizing the dynamic interplay between market trends and policy expectations.

Video length 01:07:12

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