There are very few truly unique thinkers in the world and almost none of them regularly train their gaze on Wall Street. Peter Atwater is one of those rare few. Whenever a major news story hits the tape, it’s Peter’s opinion I look to to begin to understand what it means for investors and the world because of the grounded and clear-headed insight he brings to the table. Recently, Peter published a new book (The Confidence Map) that does a far better job of making sense of the world today than anything else I have read. In this episode, Peter discusses how confidence (and lack thereof) explains much of what is playing out in markets right now. Below are a few notes and links related to our conversation.
- Get Peter’s Book: The Confidence Map: Charting a Path from Chaos to Clarity
- Subscribe to his publication: Financial Insyghts
- Follow him on X: @Peter_Atwater
- Follow him on BlueSky: @peteratwater.bsky.social
- Read his latest at LinkedIn: Peter Atwater
- Listen to his previous appearances here: Peter Atwater On The Coming Age Of ‘Screwtiny’ & Peter Atwater: Welcome To The ‘Backlash Era’
