Sam Ro

Join market commentator Sam Ro, known for his insights on long-term investing, as he shares wisdom on valuations and the impact of AI on the economy. He debates whether traditional valuation tools still hold weight in a market buzzing with tech innovations. Discussing profit margins, he highlights why mean reversion hasn’t materialized post-COVID. Sam raises questions about the potential overbuild in AI capital and warns that bubble timing is notoriously tricky. He emphasizes the lessons from past market exuberance and the importance of framing uncertainty without relying on short-term forecasts.