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The Mechanics of Deleveragings - And Where the Current One Fits In | Andy Constan
Manage episode 434359753 series 2581243
In this episode of Excess Returns, we welcome back Andy Constan, founder of DampedSpring . We cover a wide range of topics, including recent market volatility, the broader economic outlook, and Andy's perspectives on inflation and monetary policy. Andy shares his framework for analyzing deleveraging events, emphasizes the importance of thinking in probabilities for market outcomes, and discusses potential long-term impacts of factors like AI and deglobalization on the economy. We explore his views on different economic scenarios and the Federal Reserve's actions. As always, Andy provides nuanced insights into market analysis and investment decisions, making for a thought-provoking conversation.
SEE LATEST EPISODES https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com
FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
299 episoder
Manage episode 434359753 series 2581243
In this episode of Excess Returns, we welcome back Andy Constan, founder of DampedSpring . We cover a wide range of topics, including recent market volatility, the broader economic outlook, and Andy's perspectives on inflation and monetary policy. Andy shares his framework for analyzing deleveraging events, emphasizes the importance of thinking in probabilities for market outcomes, and discusses potential long-term impacts of factors like AI and deglobalization on the economy. We explore his views on different economic scenarios and the Federal Reserve's actions. As always, Andy provides nuanced insights into market analysis and investment decisions, making for a thought-provoking conversation.
SEE LATEST EPISODES https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com
FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
299 episoder
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