Could Inflation be Higher for Longer? with Andy Constan
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Interview recorded - 7th of February, 2023On todays episode of the WTFinance podcast I had the pleasure of speaking with Andy Constan, CEO & CIO of Damped Spring Advisor. During our conversation we spoke about Andy's thoughts on the markets, how he is short both stocks and bonds, the chance of having higher interest rates for longer and what would have to change Andy's mind. I hope you enjoy!0:00 - Introduction0:48 - Andy’s thoughts on the markets?7:53 - High beta up, most other assets flat13:41 - Higher interest rates for longer is not priced into markets16:33 - Janet Yellen has control over QT20:03 - Spreads between government bonds and credit21:00 - Indicators to change perspective on market24:13 - One message to takeaway from our conversation?Andy has spent the past 35 years investing and trading global markets. Over the last 12 years, he has developed strong expertise in Macro investing working at Bridgewater Associates as an Idea Generator and most recently at Brevan Howard as Chief Strategist. Andy spent the first part of his career at Salomon Brothers and its successor companies. After 17 years at Salomon and as the Head of Global Equity Derivatives, Andy left and started two relative value hedge funds specializing in Multi-Asset Volatility Arbitrage and Capital Structure Arbitrage. Throughout his career, Andy has developed a keen cutting edge understanding of systematic quantitative research and investment while also deeply appreciating the importance of the insights that arise from discretionary investing strategies.Andy Constan - Twitter - https://twitter.com/dampedspringLinkedIn - https://www.linkedin.com/in/andyconstan/Website - https://dampedspring.com/WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas