In this short clip from Macro-To-Micro Options Power Hour recorded on April 2, 2025, Samantha LaDuc and Hans Albrecht discuss the political motives behind Trump’s new tariff push and how it’s affecting markets.
Samantha argues the tariffs are more about gaining leverage for extending tax cuts than genuine economic policy, with Canada and Mexico temporarily spared for political reasons.
Hans breaks down the market’s reaction using options data, explaining how recent volatility is driven by technical positioning and large institutional trades.
Both agree that uncertainty remains high, and more data this week could further shake markets.
