Maggie Lake Talking Markets Episode 36: Deconstructing The Market Bloodbath. With Andy Constan.
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Apr 7, 2025 
Join Andy Constan, CEO & CIO of Damped Spring Advisors, as he navigates the recent market roller coaster after a staggering 2,500-point swing in the Dow. He highlights the impacts of U.S. fiscal policies on economic growth and discusses strategies for managing investments during such volatility. Discover how to spot trading opportunities in uncertain times and the interplay of interest rates and oil prices. With macroeconomic trends resurging, Andy makes a case for why 'macro is great again,' offering a silver lining amid the chaos.
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Market Sell-off Analysis
- The US market sell-off is a result of fiscal policy shifts, like reduced labor supply and tariffs.
- These policies have anti-growth and inflationary outcomes, impacting market expectations.
Market Bottom and Investment Strategy
- It's not the bottom yet, but rallies offer opportunities to raise cash.
- Consider buying various assets at lower prices in the coming months.
Federal Reserve Actions
- The Fed is likely to pause rate hikes in May, potentially guiding more cuts later.
- They probably won't do QE unless the economy significantly slows down with rising unemployment.