The Setup Nobody Believes Is Happening
From Know Your Risk Podcast by Know Your Risk Radio
April 24, 2026 · 55 min
About this episode
Zach and Chase discuss the disconnect between market highs and collapsing consumer confidence, exploring the implications of rising energy costs and inflation pressures.
April 24, 2026 - Zach and Chase break down a market hitting new highs while consumer confidence collapses to record lows, and why that disconnect may not last. They walk through the real-world impact of rising energy costs, the lag effect still moving through the economy, and why inflation pressures are likely just getting started. The conversation also explores AI-driven earnings growth, unsustainable margins, and how today’s environment could be setting up a major shift in market expectations.
People in this episode
Hosts: Zach, Chase
Topics covered
- market highs
- consumer confidence
- energy costs
- inflation
- AI-driven growth
- market expectations
Keywords
- market highs
- consumer confidence
- energy costs
- inflation
- AI earnings
- economic impact
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