Market Irrationality, Monetary Confidence, and Systemic Change

Published on
July 2nd, 2020
Duration
66 minutes


Market Irrationality, Monetary Confidence, and Systemic Change

The Interview ·
Featuring Dee Smith and Peter Atwater

Published on: July 2nd, 2020 • Duration: 66 minutes

Peter Atwater, president of Financial Insyghts LLC, joins Dee Smith of the Strategic Insights Group to break down Atwater's perspective on systemic fragmentation and how that will impact financial markets. Atwater breaks down the end of cycle phenomena of overconfidence, fraud, and an eventual recovery. He and Smith also discuss where market sentiment is headed from here. Atwater and Smith explain how markets act like the world's most expansive social network and the role of money, markets, and faith in making that network work. Finally, Atwater breaks down the relationship between inflation and narrative and why markets have not seen the level of inflation that many have predicted. Filmed June 30, 2020.