In this episode, Peter walks through some of the key topics in the world today, including the dominance of U.S. stocks, the rise of grifters in the past few years, why he coined the term K-Shape Recovery in 2020. Everything Peter discusses is through the lens of the decision-making framework laid out in his recent book, which is the best writing about the way feelings of confidence and vulnerability relate to the markets at any given time.
Co-hosts are Chris Cannon, CFA and Colby Donovan, CFA.
https://www.investorsfirstpodcast.com/peter-atwater-diversifying-by-sentiment/