Image Source: Pixabay

In this episode of Macro-To-Micro Options Power Hour from Aug 6, 2025, Samantha LaDuc and Hans Albrecht discuss how markets are caught between weakening economic data—especially concerning employment—and the continued bullish momentum driven by AI spending and productivity optimism. 

Samantha warns that underlying labor market weakness, revisions to jobs data, and rising inflation pressures could soon derail the current rally, especially if fiscal dominance and political interference at the Fed accelerate. 

Hans remains optimistic on AI-related names, arguing that productivity gains and infrastructure buildouts could support a “melt-up” despite valuation excesses. 

Both highlight the need for tactical hedging and caution that short-term market calm may hide deeper risks, with volatility likely to return after mid-August.

Video Length: 00:51:32

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