Signal or Noise?

The Great Divergence: Consumer Gloom vs. Market Boom

Episode Summary

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?

Episode Notes

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?