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#44 Andy Constan - Building a Macro Investment Edge

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Content provided by Nalu Finance. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nalu Finance 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://ppacc.player.fm/legal.

In this episode of Nalu Finance, we welcome Andy Constan, CEO and CIO of Damped Spring Advisors, to explore the fascinating world of macroeconomic investing. Andy shares his journey from working at renowned firms like Bridgewater and Brevan Howard to founding Damped Spring, a research firm that has garnered an impressive following among top institutional investors. We discuss his unique investment philosophy, the role of market dynamics, and the lessons learned from navigating significant market events.
Whether you’re interested in understanding macro strategies, the impact of central bank policies, or how to stay ahead in turbulent markets, this episode offers invaluable insights. Tune in to learn how Andy’s expertise can help you think differently about risk, investments, and portfolio management.

  continue reading

47 episodes

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Manage episode 461333898 series 2871526
Content provided by Nalu Finance. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nalu Finance 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://ppacc.player.fm/legal.

In this episode of Nalu Finance, we welcome Andy Constan, CEO and CIO of Damped Spring Advisors, to explore the fascinating world of macroeconomic investing. Andy shares his journey from working at renowned firms like Bridgewater and Brevan Howard to founding Damped Spring, a research firm that has garnered an impressive following among top institutional investors. We discuss his unique investment philosophy, the role of market dynamics, and the lessons learned from navigating significant market events.
Whether you’re interested in understanding macro strategies, the impact of central bank policies, or how to stay ahead in turbulent markets, this episode offers invaluable insights. Tune in to learn how Andy’s expertise can help you think differently about risk, investments, and portfolio management.

  continue reading

47 episodes

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