Sam Ro (Sam Rowe)

In this insightful discussion, Sam Rowe, an award-winning financial journalist and Substack author, dives into the complexities of Fed dynamics under Trump appointees and the looming threat of a government shutdown. He explores the paradox of cooling labor markets potentially boosting profit margins, while dissecting recent sectoral tariffs and their political implications. Rowe also engages in the challenging conversation of measuring productivity in the age of AI and shares insights on why his newsletter remains bullish on US stocks.

Sam Ro, a financial writer and author of '10 Stock Market Truths,' joins the discussion to challenge common market misconceptions. He highlights why long-term investing triumphs over short-term volatility and debunks the myth of average returns. Ro emphasizes the significance of earnings as a key driver of stock prices and warns about unrecognized risks. He also explores the dual nature of AI in markets and clarifies that stock market trends don't always reflect the broader economy. Tune in for valuable insights to navigate today's market!