HomeMarketsU.S. EconomyPicking Quality Names in an Uneven Market

Picking Quality Names in an Uneven Market

Alec Young looks at historical bull market trends and tailwinds he sees for the current market. He describes the U.S. as a “K-shaped economy” and discusses the bifurcation of consumer spending. Alec examines a similar trend in markets, arguing AI spending is masking weakness in other sectors. He’s focused on high quality names right now: low leverage, low debt, and predictable earnings.

Opening Bell With Nicole Petallides

31 Oct 2025

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