Forward Guidance

Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”

17 snips
Jul 21, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Importance of Imagination in Investment Decisions
01:35 • 2min
3
The Bullishness of AI Stocks
03:52 • 2min
4
The Magnificent Seven and the Seven Wonders of the World
05:29 • 3min
5
The Proliferation of Videos on YouTube
08:25 • 3min
6
The Cost of Low Interest Rates
11:27 • 4min
7
The Fear of a Recession
14:59 • 3min
8
The Psychology of Inflation
17:48 • 3min
9
The Confidence Map
21:15 • 3min
10
The Relationship Between Certitude and Control
24:06 • 3min
11
The Importance of Having a Launch Pad
27:24 • 4min
12
The Importance of Certainty in Crypto
31:27 • 3min
13
Passive Investing Can Try and Avoid Behavioral Foulsings
34:45 • 2min
14
The Risk of Listening to Your Gut and Meddling
36:48 • 2min
15
The Extreme in Sentiment in the Investment Universe
39:09 • 3min
16
The Positive Feedback Loop in Regional Banks
41:40 • 3min
17
The K-Shaped Recovery: A Bifurcated Nature of the US Economy
44:49 • 5min
18
The Post Great Financial Crisis Era of Ultra Low Interest Rates and Low Inflation
49:30 • 2min
19
The Bifurcation of High-Earners in Venture Capital, Private Equity, and Real Estate Finance
51:45 • 3min
20
The Economic Outlook for 2024
55:08 • 2min
21
The Psychology of the Federal Reserve
56:48 • 4min
22
The Dreaded Calls About the Commercial Real Estate Industry
01:00:47 • 2min
23
The Confidence Map: Charting a Path From Chaos to Clarity
01:02:37 • 2min
24
How Manic, How Bullish Is the Market?
01:05:01 • 3min