Higher Forever? With Andy Constan

Oct 25, 2023

Andy Constan, CEO of Damped Spring Advisors, discusses the market's reaction to earnings, the Fed's interest rate decision, and the future of AI stocks. They also touch on the decline of big tech stocks and the potential consequences for the market. Additionally, they explore the possibility of a seasonal rally and discuss the Fed's response to a potential recession. The podcast also delves into the shift in financial power, the upcoming election, and opportunities for investing in the current macroenvironment.

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Introduction

00:00 • 2min

Market State, Earnings Impact, and Tech Decline

02:01 • 8min

Advertisements for Planet Money and Discussion on Market Consequences

10:18 • 2min

Analyzing Seasonal Effects and Market Dynamics

12:26 • 12min

Exploring Two Outcomes: Fed Response to a Potential Recession

24:17 • 4min

Shifting Financial Power and Upcoming Election

28:34 • 4min

Opportunities for Investing in a Difficult Macroenvironment

32:38 • 6min