Superinvestors and the Art of Worldly Wisdom #36: Peter Atwater On The Coming Age Of ’Screwtiny’
Nov 11, 2020
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 2min
The Power of Narrative
01:34 • 3min
The Power of Socio-Nomics
04:20 • 2min
The Importance of Reflecting on Social Mood
06:08 • 2min
The Evolution of the Backlash Era
07:40 • 5min
The Evolution of the Anti-Elitist Movement
12:36 • 3min
The Age of Illusion
15:50 • 4min
The Age of Scrutiny
19:33 • 4min
The Importance of Fear in the Stock Market
23:48 • 2min
The Age of Scrutiny in the Payments Space
26:02 • 5min
The Age of Scrutiny in Mortgage Finance
30:42 • 3min
The Distinction Between Experience and Experience on Wall Street
33:22 • 4min
Big Tech as Illusionists
37:30 • 5min
The Illusion of Advertising
42:02 • 3min
The Magic of Blank Check Companies
44:43 • 3min
The Value of SPACs
47:33 • 3min
The SPAC Crazy
50:04 • 2min
The Rise of Speculation in the Markets
51:40 • 3min
The Risk of Speculative Euphoria in the Stock Market
55:04 • 4min
The Bottom of the K Is Likely to See a Confidence Reset
59:05 • 2min
The Importance of Storytelling
01:01:35 • 4min
Super Investors and the Art of Worldly Wisdom
01:05:54 • 2min