Excess Returns Navigating the Islands of Macro with Andy Constan
Apr 11, 2024
Andy Constan, Founder of Damped Spring Advisors, discusses his outlook on the economic landscape, inflation, the Fed's actions, bond market, and Treasury Secretary Janet Yellen. He shares views on alpha & beta, constructing portfolios, biggest concerns, and reasons for optimism in the next 12-18 months.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Navigating Economic Uncertainty and Fed's Strategies
01:32 • 23min
Election Influence on Economic Decisions
24:43 • 10min
Analyzing Long-Term Structural Inflation and AI's Impact on the Economy
34:53 • 3min
Navigating the National Debt and Economic Policies
38:22 • 5min
Navigating Corporate Debt and Portfolio Strategies
43:36 • 11min
Navigating Investment Decision-Making
54:24 • 3min
Navigating Concerns and Optimism in Economic and Geopolitical Landscape
57:13 • 3min