The Market Is Ignoring What Happens Next | Know Your Risk

May 5, 2026 - Zach and Chase break down the growing disconnect between market behavior and underlying economic reality. Despite rising costs and mounting pressure on key industries like airlines and restaurants, many stocks continue to hold up or rally. They explore how AI-driven capex is distorting earnings, why certain sectors are facing unavoidable margin compression, and how inflation could hit consumers harder this time without the buffers seen in prior cycles. The conversation also dives into market concentration, global opportunities, and why patience may matter more than chasing momentum right now. Do you know how much risk your portfolio is exposed to? How are you positioned for the future? Get all the information you need by getting a free Know Your Risk portfolio review with Bulwark today. Learn more: https://bulwarkcapitalmgmt.com/ Listen to Know Your Risk wherever you find podcasts! Find Zach on X: https://x.com/KYRRadio Follow on Instagram and TikTok: @KnowYourRiskPodcast Instagram:   / knowyourriskpodcast   TikTok:   / knowyourriskpodcast