Markets are hovering near all-time highs—but when you look beneath the surface, the story gets more complicated.

In this episode 60 of The Market Enthusiast, Noah Brooks and Chris Needs break down the growing disconnect between strong economic data and deeply negative consumer sentiment. While retail sales continue to surprise to the upside and earnings expectations move higher, sentiment readings suggest Americans feel worse than they did during COVID and the financial crisis.

So what gives?

The conversation explores whether this divergence signals a shift in market leadership, a temporary rotation, or something more meaningful developing beneath the surface.

The episode also covers:

•  The recent rotation into small caps, mid caps, and international markets 
•  Why sentiment and spending are telling two different stories 
•  What’s happening with inflation, oil, and global tensions 
•  The future of AI productivity and its impact on the economy 
•  Major developments in electric vehicles and battery technology 
•  Leadership changes at Apple and what it could mean going forward 

As always, the goal is to cut through the noise and focus on what actually matters for investors.

Have questions, topic suggestions, or comments? Feel free to reach out to us at [email protected]!

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