Sam Ro is a veteran financial writer and analyst who writes TKer, an award-winning newsletter about the stock market. He joined Phil Rosen to discuss the K-shaped economy, stock valuations, dot-com comparisons, mismatched sentiment and more.
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TIMESTAMPS:
0:00 - Intro
0:27 - K-shape economy
3:21 - Investors vs. non-investors
5:36 - Wealth effect and sentiment
9:40 - Investors aren't complaining
10:45 - Consumers keep spending
14:23 - AI vs. dot-com bubble
20:52 - Valuations at dot-com levels
26:03 - AI earnings dominance
#podcast #investing #markets #macro #stocks #bitcoin #fed
