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The Four Pillars of Macro with Andy Constan

Posted February 27, 2023 at 12:00 pm

Validea Capital Management

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.

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Originally Posted February 24, 2023 – The Four Pillars of Macro with Andy Constan

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