The Quiet Divide: Why Asset Owners Are Optimistic and Everyone Else Isn't

The stock market keeps hitting record highs. Consumer confidence keeps hitting new lows. How can both be true at the same time?

Andy sits down with Dr. Joanne Hsu, director of the University of Michigan's Consumer Sentiment Index, to find out what the data actually says — and why the gap between how investors feel and how everyone else feels is wider than almost any point in modern history.

You'll hear why rising stock prices only help people who own stock, how inflation expectations can become self-fulfilling in ways that trap even the Fed, and what it means that AI mentions in consumer surveys went from 2% to 12% in a single year — and most of them aren't optimistic.

The Shiller PE is sitting near all-time highs. Consumer sentiment is near all-time lows. Those two numbers are telling two completely different stories about who's winning right now.

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