Bullishness Approaching Mania | Peter Atwater on Market Psychology And “The Confidence Map”
Peter Atwater, Adjunct Professor of Economics at William and Mary, and author of “The Confidence Map: Charting a Path from Chaos to Clarity” joins Forward Guidance to diagnose the sentiment that’s driving the current (unofficial) bull market in risk.
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Peter Atwater’s book, “The Confidence Map: Charting a Path from Chaos to Clarity”: https://peteratwater.com/the-confidence-map-2/
“The Confidence Map” on Amazon: https://www.amazon.com/Confidence-Map-Charting-Chaos-Clarity/dp/0593539559#:~:text=The%20Confidence%20Map%20is%20a,that%20too%20often%20feels%20senseless.
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Timecodes:
(00:00) Introduction
(00:38) Blue Sky Optimism Has Gripped The Stock Market
(06:13) The Bubble Can ALWAYS Get Bigger
(15:56) Sentiment On Recession Has Changed Massively
(21:28) The Confidence Map
(33:00) Passive Investing
(39:09) Finding Extreme Sentiments In Markets
(43:04) U.S. Banking System
(45:46) The K-Shaped Recovery, 3 Years Later
(57:04) Psychology Of The Federal Reserve
(01:01:14) Commercial Real Estate (CRE)
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.