The consumer confidence rate in the U.S. is at its highest point in five years, and we all know confident consumers spend money. So why is there such a lack of confidence coming from America's CEOs today? In this video, Motley Fool analyst Morgan Housel explores the discrepancy, and he tells us whether this is really the recovery we've all been hoping for that can net us some big investment returns, or whether the road back to economic prosperity is a bit more nuanced than that.

Austin Smith and The Motley Fool own shares of General Electric and Johnson & Johnson. Fool contributor Morgan Housel owns shares of Procter & Gamble and Johnson & Johnson. Motley Fool newsletter services recommend Johnson & Johnson and Procter & Gamble. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.