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.

Follow Peter Atwater on Twitter https://twitter.com/Peter_Atwater

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

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.

____

Use code GUIDANCE30 to get 30% off Permissionless 2023 in Austin:

https://blockworks.co/event/permissionless-2023

Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

____

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:

https://rb.gy/5weeyw

Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos

____

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)

--

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.