About this episode

Zach and Chase discuss the disconnect between market behavior and economic reality, exploring various factors affecting the market.

May 5, 2026 - Zach and Chase break down the growing disconnect between market behavior and underlying economic reality. Despite rising costs and mounting pressure on key industries like airlines and restaurants, many stocks continue to hold up or rally. They explore how AI-driven capex is distorting earnings, why certain sectors are facing unavoidable margin compression, and how inflation could hit consumers harder this time without the buffers seen in prior cycles. The conversation also dives into market concentration, global opportunities, and why patience may matter more than chasing momentum right now.

More episodes of Know Your Risk Podcast

• Markets Are Trading on Fantasy · May 8, 2026 · 1h 6m
• You're Being Lied To · May 7, 2026 · 57 min
• The “Deal” Might Be Worse Than the Crisis · May 6, 2026 · 59 min

Explore listener stats, chart rankings, contacts and more on the Know Your Risk Podcast podcast page.