Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Bill Brewster. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Brewster or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Andy Constan on Today's Macro Backdrop

58:29
 
Share
 

Manage episode 480048452 series 2826569
Content provided by Bill Brewster. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Brewster or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Andy Constan stops by to discuss today's US macro backdrop. Importantly, this discuss was recorded on 4/24. Since then the narrative around the tax bill has gotten incrementally more stimulative. Do what you will with that information.

Bill reached out to Andy after following him for a while on Twitter. Andy appears to use Twitter to educate, inform, and journal thoughts. Hence why he was invited to the show.

As for Andy's formal background, his bio reads as follows:

Andy Constan graduated with a degree in Bioengineering from the University of Pennsylvania in 1986.

Following he spent 35 years investing and trading global equities, spending 17 years at Salomon Brothers.

Following he started honing his Macroeconomic Knowledge in 2010 working at Bridgewater Associates and Brevan Howard.

Since then he has worked on growing Damped Spring Advisors.

We hope you enjoy the conversation.

  continue reading

173 episodes

Artwork
iconShare
 
Manage episode 480048452 series 2826569
Content provided by Bill Brewster. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Brewster or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Andy Constan stops by to discuss today's US macro backdrop. Importantly, this discuss was recorded on 4/24. Since then the narrative around the tax bill has gotten incrementally more stimulative. Do what you will with that information.

Bill reached out to Andy after following him for a while on Twitter. Andy appears to use Twitter to educate, inform, and journal thoughts. Hence why he was invited to the show.

As for Andy's formal background, his bio reads as follows:

Andy Constan graduated with a degree in Bioengineering from the University of Pennsylvania in 1986.

Following he spent 35 years investing and trading global equities, spending 17 years at Salomon Brothers.

Following he started honing his Macroeconomic Knowledge in 2010 working at Bridgewater Associates and Brevan Howard.

Since then he has worked on growing Damped Spring Advisors.

We hope you enjoy the conversation.

  continue reading

173 episodes

Alla avsnitt

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play