About this episode
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.
Get every episode summarized
Each time The Business Brew publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
