Beneath the Surface: Risk Premium Expansion with Andy Constan

13 snips

Sep 11, 2023

Andy Constan, CEO of Damped Spring Advisors, discusses rates, bond issuance, and asset prices in the global macro landscape. They analyze inflation predictions, rate hikes, market volatility, dislocation of bonds, and the stimulative nature of hiking interest rates. They also mention the 'Crash or Boom' series and upcoming guests.

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Introduction

00:00 • 3min

Inflation, Rate Hikes, and Market Volatility

03:00 • 7min

Analyzing the Impact of Treasury Supply and Dislocation of Bonds

10:27 • 2min

Relocating Bonds and the Impact on the Economy

12:18 • 18min

Stimulative Nature of Hiking and Outlook on C and Y

30:09 • 2min