Excess Returns podkast

Navigating the Islands of Macro with Andy Constan

11.04.2024
0:00
1:00:27
Do tyłu o 15 sekund
Do przodu o 15 sekund

In this episode we are joined by Andy Constan, founder of Damped Spring Advisors. We discuss his outlook on the current economic landscape, why he left "higher for longer" island, inflation, the Fed's actions, the bond market, and the influence of Treasury Secretary Janet Yellen and a lot more. He also shares his views on defining alpha and beta in investing, and how he constructs portfolios to generate long-term returns. Finally, Andy expresses his biggest concerns and reasons for optimism looking out over the next 12-18 months.

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