Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades

1

Introduction

00:00 • 3min

2

The Origin Story of a Graduate in Finance

03:24 • 3min

3

How Did That Transition Happen?

06:08 • 3min

4

Prop Trading vs a Sell Side Institution

08:47 • 4min

5

What I Learned From Bridgewater and Drevin

13:04 • 4min

6

Is There a Way to Diversify Assets?

16:38 • 2min

7

Do You Have a Balanced Portfolio?

18:50 • 4min

8

Do You Think China Stocks Are Attractive?

22:29 • 2min

9

Having a Systematic Approach to Markets

24:29 • 3min

10

How Does Mortgage Convexity Affect Regular Bonds?

27:21 • 4min

11

What's Going on in the Business Cycle?

31:09 • 2min

12

Is It Going to Be Seven?

33:02 • 4min

13

The C T Is a Stingling Mi Mechanism for Future Palcy Rate Hikes

37:20 • 3min

14

How to Make Money on Stock Valuation Models?

40:23 • 3min

15

Is the Fed Setting Interest Rates at Two %?

42:54 • 2min

16

Is There a Market Clearing Race?

44:42 • 4min

17

Are We Going Back to the Seventies?

48:12 • 3min

18

I Think the Supply Constraint From Oil Is Probably Mistic With Us for a Long Time

51:32 • 2min

19

How Do You Position Yourself in the Market?

53:17 • 4min

20

What's the Best Investment Advice You've Ever Received?

56:57 • 2min

21

How Do You Know if You Want to Follow Me?

58:48 • 2min

22

Master Works - A Great Investment Option for High Net Worth Investors

01:00:36 • 2min