Kyle Harrison
concept

Investor Amnesia

Investor Amnesia

A financial-history source Kyle cited in Historical Futurism - Research under the essay’s counter-theme, “The Inevitable Gravitational Pull Of Reality” — the idea that “the more things change, the more they stay the same.” Kyle points to Investor Amnesia’s work on the lessons from previous epidemics to argue that “post-COVID will go back to normal” — that markets and behavior revert to trend after a shock. It sits alongside his note that e-commerce “fell right back in line with trend” after its COVID spike, feeding the Mean Reversion idea.

Context: Investor Amnesia is a financial-history project (newsletter, podcast, and curated courses) by Jamie Catherwood that mines market history for parallels to present-day events — its name a play on investors’ tendency to forget past cycles.

Where this appears

  • Historical Futurism - Research — cited in the “gravitational pull of reality” section; its pandemics-and-markets work supports the claim that conditions revert to normal post-shock (Mean Reversion)