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

1

Introduction

00:00 • 2min

2

Socio-Nomics: A Career in Finance

01:38 • 4min

3

The Importance of Socio-Anomics in Decision Making

05:48 • 3min

4

The Role of Horizon Preference in Confidence

08:37 • 3min

5

The Cycle of Price and Confidence

11:57 • 2min

6

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

14:07 • 3min

7

The Evolution of Passive Investing

16:49 • 3min

8

The Divergence Between Social Underconfidence and the Markets

19:20 • 2min

9

The Confidence Cycle in Central Banks

21:18 • 3min

10

Ray Dalio and Risk Parity in the Broader Markets

24:20 • 3min

11

The Parallel Environment of Inflation and Deflation

27:03 • 2min

12

The Risk Parity of Bonds

28:47 • 3min

13

The Overconfidence Cycle in the Bond Market

32:11 • 4min

14

The Driver of Underconfidence at a Social Level

35:58 • 2min

15

The Distinction Between Financial Assets and Confidence

37:31 • 2min

16

The Overpowering Power of Corporate Bullies

39:51 • 2min

17

The Implications of the Backlash Era for Stocks

41:46 • 2min

18

The Dual Backlash Between Customers and Regulators

43:54 • 2min

19

The Importance of Understanding Socio-Nomics

46:09 • 4min

20

How to Use Non-Consensus to Invest

50:33 • 2min

21

How to Keep Up With Your Ideas

52:04 • 2min