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?

People in this episode

Hosts: Charlie Bilello, Peter Mallouk

Topics covered

• consumer sentiment
• stock market
• economic divergence
• investing
• market analysis

Keywords

• consumer gloom
• market boom
• investing
• economic analysis
• stock market highs

Mentioned in this episode

Organizations: Creative Planning

More episodes of Signal or Noise?

• How to Think About Investing in IPOs · May 27, 2026 · 20 min
• What Is Gold? · May 6, 2026 · 25 min
• 5 Lessons From “Money, Simplified” · April 16, 2026 · 22 min
• 10 Ways to Save on Your Taxes · April 2, 2026 · 27 min
• The Fog of War · March 19, 2026 · 27 min
• The State of the Markets · February 26, 2026 · 32 min