Stock market investors dominate a lopsided economy | Sam Ro, TKer

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/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/TIMESTAMPS: 0:00 - Intro0:27 - K-shape economy3:21 - Investors vs. non-investors5:36 - Wealth effect and sentiment9:40 - Investors aren't complaining10:45 - Consumers keep spending14:23 - AI vs. dot-com bubble20:52 - Valuations at dot-com levels26:03 - AI earnings dominance#podcast #investing #markets #macro #stocks #bitcoin #fed