In this short clip from the most recent Macro-To-Micro Options Power Hour, held each Wednesday, Samantha LaDuc and Hans Albrecht discuss the powerful forces behind the current market melt-up, highlighting AI as a transformative and deflationary driver that could boost profit margins and reshape entire industries, regardless of traditional fundamentals. They debate the disconnect between bullish market behavior and macro signals, especially as the Fed appears out of sync with market expectations, and policy intervention remains heavy-handed. Samantha warns that while mechanical and technical flows support bullish momentum, the underlying risks—from de-dollarization to political grift—make her skeptical of the sustainability of the rally. Ultimately, they question whether this environment of "all growth, no inflation" is real or just another policy-fueled illusion.

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