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Episode 44: Andy Constan - Building a Macro Investment Edge
Manage episode 461333898 series 2871526
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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.
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