# The Setup Nobody Believes Is Happening

Page: https://stenobird.com/podcast/know-your-risk-podcast-218898/the-setup-nobody-believes-is-happening
Text version: https://stenobird.com/podcast/know-your-risk-podcast-218898/the-setup-nobody-believes-is-happening.md
Podcast: [Know Your Risk Podcast](https://stenobird.com/podcast/know-your-risk-podcast-218898)
Published: 2026-04-24T22:01:24+00:00
Episode link: https://www.spreaker.com/episode/the-setup-nobody-believes-is-happening--71621526
Audio file: https://api.spreaker.com/download/episode/71621526/kyr_4_23.mp3
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JSON: https://stenobird.com/v1/public/podcasts/know-your-risk-podcast-218898/episodes/the-setup-nobody-believes-is-happening
Duration seconds: 3276

## Resource

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.

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## Transcript

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