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Innhold levert av Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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The Mechanics of Deleveragings - And Where the Current One Fits In | Andy Constan

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Manage episode 434359753 series 2581243
Innhold levert av Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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.

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299 episoder

Artwork
iconDel
 
Manage episode 434359753 series 2581243
Innhold levert av Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

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