Image Source: Pixabay

In this short clip, Samantha LaDuc and Hans Albrecht discuss the growing global pressures in bond markets, especially rising yields in countries like Japan and the UK, and how these shifts could spark volatility in U.S. equities by mid-June. 

They explain how currency moves, central bank decisions, and unwinding carry trades—especially involving the yen—can ripple into tech stocks like Nvidia and the broader Nasdaq. 

Given these risks, both emphasize proactive hedging strategies, including put spreads and convexity trades, noting that current market conditions offer unusually cheap protection. 

They also touch on trading ideas in Bitcoin-related assets and express concern about underlying market softness ahead of key earnings and macro events.

Video Length: 00:09:25

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