About this episode
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. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ 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