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The Script for Killing Inflation with Andy Constan

In this episode we are joined by Andy Constan, founder of Damped Spring Advisors. We discuss his outlook on the current economic landscape, why he left "higher for longer" island, inflation, the Fed's actions, the bond market, and the influence of Treasury Secretary Janet Yellen and a lot more. He also shares his views on defining alpha and beta in investing, and how he constructs portfolios to generate long-term returns. Finally, Andy expresses his biggest concerns and reasons for optimism looking out over the next 12-18 months. 00:00 - Introduction 02:30 - Andy's current outlook on the macro landscape and "economic islands" 07:00 - Recession island and consensus views 10:00 - Where Andy thinks the economy is headed 13:00 - Discussion on potential Fed rate cuts 18:30 - The role of the Treasury and Janet Yellen in monetary policy 26:00 - Long-term structural inflation factors (technology, demographics, globalization) 31:00 - Concerns about the national debt and possibility of returning to near-zero interest rates 35:00 - Corporate debt refinancing and potential risks 37:00 - Defining alpha and beta in investing 42:00 - Andy's views on including gold and crypto in a beta portfolio 45:00 - Decision making process and changing one's mind in investing 48:00 - Andy's biggest concerns and reasons for optimism in the next 12-18 months FOLLOW ANDY ON TWITTER   / dampedspring   SEE LATEST EPISODES https://www.excessreturnspod.com FIND OUT MORE ABOUT VALIDEA https://www.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter:   / practicalquant   LinkedIn:   / jack-forehand-8015094   FOLLOW JUSTIN Twitter:   / jjcarbonneau   LinkedIn:   / jcarbonneau