Episode
The Setup Nobody Believes Is Happening
- Podcast
- Know Your Risk Podcast
- Published
- Apr 24, 2026
- Duration seconds
- 3276
- Processing state
not_requested
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Summary
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.