Macro Views and the Way to Kill Inflation

Discussion on the macro views and analysis of the script 'The Way to Kill Inflation', outlining the different acts and their impact on the market.

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In this episode of Show Us Your Portfolio, we speak with Damped Spring Advisors founder Andy Constan. Andy has spent his career working at some of the most successful firms in the asset management industry, including Bridgewater and Brevan Howard and he explains how the lessons he has learned throughout his career led to how he constructs his portfolio today. We discuss how he combines a risk parity approach with alpha seeking strategies to maximize long-term returns and minimize risk. We also cover Andy's current view on stocks and bonds, factor investing, international diversification and a lot more.

We hope you enjoy the discussion.

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