Why Stock Market Investors Are Pricing in Risk of K-Shaped Economy
Youtube·2025-12-03 18:34

I think people are looking at competition coming through. And it's not just within the US. You look at models elsewhere within Europe, you know, within Asia, you know, China's launching quite a few right now.The cost effectiveness. So I think there's been a lot of talk about how to make Asia training the more cost effective. Right.So I think that that's what the market is looking at right now. I still feel this is a rising tide lifts all boats in terms of total market capitalization and valuation. That's es ...