Bloom: 2021 Evergrande Analysis Ignored the Psychology of Deleveraging
Sahil Bloom · Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249) · May 9, 2022 · at 29:51
Sahil Bloom explains to Ted Seides how he identifies differentiated angles for his long-form business and finance threads by looking beyond purely technical data.
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“I wrote this thread about Evergrande when the collapse happened in 2021, and everyone had been writing about the technical side of this collapse. Everyone was writing about the bankruptcy and all the different numbers and like Fintwit, as it's called, was covered in writings and threads on this. No one had really talked about the psychological side of a collapse and of a deleveraging spiral.”
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