Peter Atwater
The Strategist
The long view, patient, analytical, playing several moves ahead.
Peter Atwater, president of Financial Insyghts, behavioral economist and author, reads as The Strategist because he has built sentiment into a navigational instrument rather than a soft variable. His framework treats confidence, narrative, and action as a closed, deducible system, letting him chart directional moves in markets and behaviour before participants can name what is happening.
“Todd Harris. Todd Harrison. And I had been writing for Minionville and I listened to Bob talk. And he said something that I had not paid much attention to before, which was a reversal in causality. Which is we tend to look at events causing us to change our feelings.”
“This was an organization that had grown by acquisition. And so the mindset was always buy revenue cut expense, buy revenue cut expense. And so long as you can keep doing that. You leave some fundamentals undealt with. And when you stop the roll-up, Then you have to look at how do you integrate it or in some cases spin things off.”
“Yeah, I could see that. Yeah. So you're having to just survey the landscape all the time. And COVID is a great example where the visibility that people had was negligible. And so knowing what's coming next, or at least thinking we do, is vital.”
“But no certainty. Okay. And so if I'm talking to a group of investors, I'm challenging them with their belief that they should be confident in the first place. So what's the story you're telling yourself, Barry, if you're buying something? Well, now you're imagining the future.”
Masters in Business: “Peter Atwater on Consumers’ Decision-Making Process”
LISTEN AT THE SOURCE ↗THE RECORD IS CHECKABLE