Episode 30- November Recap: Retail Reality, EV "Peaks" & The Sentiment Gap

In this month’s "What Just Happened" recap, Colin and Wheeler take a look back at November to make sense of the mixed signals in the economy. We start by breaking down the shift in retail season—why Black Friday deals feel different this year and how "sales season" has morphed into a month-long event. We also discuss the cooling auto market and ask a controversial question: Did "Peak EV" excitement actually happen back in 2015?

The conversation then pivots to the biggest question on investors' minds: Is Artificial Intelligence a bubble waiting to burst? We analyze the data comparing today's market to the Dot-Com crash, looking specifically at how current S&P 500 earnings are actually moving in lockstep with valuations—suggesting we aren't seeing the "irrational exuberance" of the past. We also look at global market concentration to show that, despite the headlines, the U.S. market is surprisingly well-diversified compared to other major economies.

Finally, we address the human side of the numbers. Despite strong corporate earnings, consumer sentiment remains low, driven by a rising fear of job insecurity that is hitting younger generations the hardest since 2008. We explore the disconnect between a booming stock market and the real-world anxiety many are feeling, aiming to help you process the noise and navigate your own growth with a clearer perspective.

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Credits:
Created By: Wheeler Crowley and Colin Walker
Production Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims