How to Get an Edge in the Stock Market with Andy Constan Ep.131 скачать в хорошем качестве

How to Get an Edge in the Stock Market with Andy Constan Ep.131

For Investment Inquiries and/or to speak to an Investment Advisor at HYDRA WEALTH ADVISORS, please visit: https://www.hydrawealthadvisors.com Episode 131: Are You An Investor Who Wants To Increase Your Risk Adjusted Returns? Then this episode is for you! My special guest, Andy Constan, explores INVESTING with goal of achieving an EDGE - Excess Returns - in the Markets. That is the goal, right? How do you get that EDGE? Let's explore ALPHA. Is ALPHA Impossible? When You "Think" You Found ALPHA, Is It Really Just Beta In Disguise? What is ALPHA? What is BETA? Enter Andy Constan, over 35 years of investing and trading Global Markets, from Bioengineering at PENN to Head of Global Equity Derivatives at Salomon Brothers to Macro Investing at Bridgewater Associates to Founding 2 Relative Value Hedge Funds to now CEO/CIO at DAMPED SPRING (full service macro & commodity research firm) and is one of the 2 GRAY BEARDS plus more in between! We discuss the WHY and WHEN in investing with focus on global macro and risk adjusted returns in the markets. It's time to learn more about Bonds, Yields, Inflation, Growth, Liquidity, Risk, and ALPHA and BETA Investing Strategies. How do you distinguish Alpha from Beta? Is Investing in Assets a "Free Lunch?" Know Your ALPHA & BETA Investing Strategies! An episode you cannot afford to miss! Chapters: 00:00:00 - The Importance of Staying in the Business the Longest 00:04:06 - From Engineering to Wall Street 00:08:19 - Journey in the Finance Industry 00:12:55 - Addressing the underserved market 00:17:04 - Competing in the Market for Nonfinancial Reasons 00:21:36 - The Importance of Diversification in Investing 00:26:46 - Alpha and Beta Investing Strategies 101 00:31:22 - The Impact of Interest Rate Policy on the Economy 00:36:03 - The Potential Economic Down Cycle 00:40:31 - Bond Market Analysis: Two-Year vs. 10-Year 00:45:03 - The Bull Case and Bear Case 00:49:32 - The possibility of a bare steepener 00:54:18 - The Impact of Unemployment on Demand 00:58:33 - Thoughts on Fed's Hawkish Approach 01:02:49 - The Impact of Interest Rates in the Economy 01:06:56 - Circling for Longer Island 01:10:58 - No Opinion on Housing Prices 01:15:17 - The Growing Deficit and Its Potential Impact on the Economy 01:19:47 - The Impact of Concentrated Option Strikes 01:24:30 - Possibility of running through the "black hole" 01:28:46 - The Symmetrical Risk of Alpha and Beta Investing Strategies 01:33:16 - The Difference Between Alpha and Beta 01:37:42 - The correlation between individual stocks and the financial market 01:42:19 - Momentum as a Diversifier 01:46:38 - Managing Emotions in Decision Making 01:50:41 - The Importance of Communication and Realistic Expectations ➡️Follow Andy on X: https://x.com/dampedspring ➡️Visit Damped Spring: https://dampedspring.com/ ➡️Visit 2 Gray Beards: https://2graybeards.com/ ✨SUBSCRIBE to The RO Show Podcast Channel Now!✨    / @theroshowpodcast   For Investment Inquiries and/or to speak to an Investment Advisor at HYDRA WEALTH ADVISORS, please visit: https://www.hydrawealthadvisors.com ➡️CONNECT with ROSANNA PRESTIA⬅️ ✨X ♾️   / rosannainvests   ✨X ♾️   / theroshowpod   ✨WEBSITE ♾️ https://www.rosannaprestia.com ➡️LISTEN to THE RO SHOW Podcast⬅️ ✨APPLE ♾️ https://podcasts.apple.com/us/podcast... ✨SPOTIFY ♾️ https://open.spotify.com/show/3ASwIt2... THINK Different with Rosanna ©️ 2022-2023 #financialfreedom #finance #business #investing #money #wealth #RosannaPrestia #TheROShowPodcast #TheROShow #THINKDifferent #stockmarket #entrepreneur DISCLAIMER: ANY AND ALL INFORMATION (EXPRESSED OR IMPLIED) ON THE RO SHOW, BY ROSANNA PRESTIA AND/OR HER GUESTS IS FOR EDUCATIONAL, INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY. None of the opinions, suggestions or recommendations expressed or implied should be relied upon as professional advice, may not be suitable for any specific person and are not an endorsement/recommendation. Investing is risky and can result in a complete loss. Please consult with your own investment, real estate, legal, tax and/or any other professional advisers. From time to time, Rosanna Prestia and/or her guests may hold positions/interests in securities or investments. Copyright 2004-2023, ROSANNA PRESTIA ALL RIGHTS RESERVED