|
Description:
|
|
In this episode of Excess Returns, Matt Zeigler sits down with Peter Atwater—President of Financial Insyghts, author of The Confidence Map, and expert on decision-making under uncertainty. Peter lays out a bold and timely framework: in a world led by dominant nationalist figures, global corporations—and their investors—must now navigate a high-stakes game of being labeled either beneficiaries or victims. This conversation digs deep into how these dynamics shape capital flows, investor sentiment, policy risk, and the future of globalization. |