The Four Pillars of Macro with Andy Constan
Excess ReturnsFebruary 23, 202301:00:18

The Four Pillars of Macro with Andy Constan

In this episode we speak with Damped Spring Advisors founder Andy Constan. Andy has built a unique macro framework that incorporates growth, inflation, flows and risk premia. We discuss a wide variety of topics, including the interaction between Fed and Treasury policy, the biggest lessons he learned at Bridgewater, the future of inflation and what his framework says about the current market.

MORE ABOUT ANDY
https://dampedspring.com/
https://twitter.com/dampedspring

ABOUT THE PODCAST

Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

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