The Great Divergence: Consumer Gloom vs. Market Boom
About this episode
Charlie and Peter explore the disparity between low consumer sentiment and high stock market performance.
In this episode, Charlie and Peter examine why consumer sentiment is so low even with stocks at all-time highs — it’s a gap unlike anything we’ve seen before. Is this low consumer sentiment a signal or just noise?
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- The State of the Markets
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- 6 Questions for 2026
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