Superinvestors and the Art of Worldly Wisdom

#15: Peter Atwater: Welcome To The 'Backlash Era'

Oct 24, 2017

54:30

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Episode notes

Introduction

2min

Socio-Nomics: A Career in Finance

4min

The Importance of Socio-Anomics in Decision Making

3min

The Role of Horizon Preference in Confidence

3min

The Cycle of Price and Confidence

2min

How to Reconcile Passive Confidence With Extreme Overconfidence in the Financial Markets

3min

The Evolution of Passive Investing

3min

The Divergence Between Social Underconfidence and the Markets

2min

The Confidence Cycle in Central Banks

3min

10.

Ray Dalio and Risk Parity in the Broader Markets

3min

11.

The Parallel Environment of Inflation and Deflation

2min

12.

The Risk Parity of Bonds

3min

13.

The Overconfidence Cycle in the Bond Market

4min

14.

The Driver of Underconfidence at a Social Level

2min

15.

The Distinction Between Financial Assets and Confidence

2min

16.

The Overpowering Power of Corporate Bullies

2min

17.

The Implications of the Backlash Era for Stocks

2min

18.

The Dual Backlash Between Customers and Regulators

2min

19.

The Importance of Understanding Socio-Nomics

4min

20.

How to Use Non-Consensus to Invest

2min

21.

How to Keep Up With Your Ideas

2min

Peter Atwater was pioneer in securitization and has served in important leadership roles at some of the largest financial institutions on the planet. Today, he writes and speaks extensively about how changes in confidence affect our preferences, decisions and actions. In this episode we discuss how he discovered socionomics, what about it appealed to him and how it shapes his views on the markets and more. For links and notes related to this episode visit TheFelderReport.com/podcast.

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