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

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