Isolate then Divide: A K-Shaped Recovery Rollercoaster – Live with Peter Atwater

Published on
November 4th, 2020
Duration
62 minutes

Election Jitters at the Peak of Volatility Mountain


Isolate then Divide: A K-Shaped Recovery Rollercoaster – Live with Peter Atwater

Live ·
Featuring Peter Atwater

Published on: November 4th, 2020 • Duration: 62 minutes

Managing editor, Ed Harrison, welcomes Peter Atwater, president of Financial Insyghts LLC, to discuss the K-shaped recovery, how much faith (or lack thereof) that our society has in its public institutions, and the tangible effects these sentiments have on markets. With the U.S. election currently in disarray and millions of everyday Americans struggling to make ends meet still, Atwater explains how this trickles up into the policy response -- whether it be monetary or fiscal or both -- as well as how this contributes to market movement and undergirds investor confidence. Harrison and Atwater dig deeper into what this disconnect between markets and the real economy means on the macro level, and they will be answering questions for Plus members throughout the session. Key Learnings: Central banks are dominating price movement across various asset classes, and their tools are much more effective in supporting large, publicly-traded companies than they are at assisting smaller enterprises. This dynamic will continue to shape markets, and understanding it and the sentiment that comes along with it is critical for investors when constructing their portfolios and hedging their risks.

Comments

Transcript

  • CG
    Christine G.
    17 November 2020 @ 05:24
    If the '60's was a culture clash, today we are in a moral/empathy clash.
  • ar
    andrew r.
    12 November 2020 @ 23:30
    Ed, wouldn't you agree the main source of "gated community" divide exacerbation is the lock-downs?
  • PJ
    Peter J.
    6 November 2020 @ 09:29
    Another great interview. Ed is developing into one of the best current financial interviewers across all media platforms, period. Keep it up.
    • EH
      Edward H. | Real Vision
      11 November 2020 @ 21:49
      Thanks, Peter!
  • VB
    Vikram B.
    6 November 2020 @ 07:57
    Hi Ed, you or Raoul keep referencing Neil Howe's thoughts in interviews with various people. I think there was a mention during the previous content campaign that an interview with Neil would be part of it. Is it happening anytime soon?
    • EH
      Edward H. | Real Vision
      11 November 2020 @ 21:49
      I have to check back with Jack Farley who is organizing that. But my understanding is it will eventually happen
  • JS
    Jon S.
    8 November 2020 @ 15:44
    when there are 8 min. left is amazing...
  • CC
    Charles C.
    7 November 2020 @ 23:52
    Great interview by both parties
  • AP
    Alfonso P.
    7 November 2020 @ 16:03
    It is always a pleasure to watch PA being interviewed, thanks Ed
  • AH
    Attila H.
    7 November 2020 @ 14:07
    Very good interview, can we have more please
  • JW
    J W.
    7 November 2020 @ 11:02
    After watching this I had to resist the urge to hide in a dark room and listen to goth metal :-)
  • ds
    durgesh s.
    7 November 2020 @ 06:31
    Excellent Explanations thanks
  • DD
    Donal D.
    6 November 2020 @ 07:14
    Thoroughly enjoyed the conversation and Peter's observations and perspective. Certainly no doubt that America is a divided nation and we need to be cognizant of the implications that comes with this. The scary part was the observation that the catalyst for change may not be there as the plight of the less privileged is not apparent to the better off who do not come into daily contact with these folks. This being reinforced by the virtual gated communities that exist across the country today with online ordering and delivery services. A sobering but good perspective.
    • PB
      PHILLIP B.
      6 November 2020 @ 22:00
      The disparate views are finally coming together to form a picture of where we are heading with regard to our social and economic structure. Much of the economic structure we have known for a long time but have failed to confront whether or not it's what we want as a nation. Much less has been apparent on the social view. The direction is becoming more apparent. It's not good, unless one is satisfied with a morally bankrupt society that is ok with half the population being left behind. (NB: not making any judgements against original post or others re moral standpoint on this issue). A book that discusses the data, and what, really, is the genesis of what what we are now, finally witnessing, is Charles Murray's "Coming Apart." The book is haunting.
  • SS
    Stephen S.
    6 November 2020 @ 16:03
    Very interesting
  • PB
    PHILLIP B.
    6 November 2020 @ 07:35
    I've been looking for a social roadmap to use in accompamient with Raoul's macro outlook. I've finally found it. Outstanding content.
  • LB
    Lenska B.
    6 November 2020 @ 04:05
    What an eye opening interview. RV at it's finest. 4 thumbs-up 👍
  • JA
    John A.
    5 November 2020 @ 23:09
    This is an excellent interview, I wish more people could see it.