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Real Vision: Finance & Investing

Beneath the Surface: Risk Premium Expansion with Andy Constan

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.21K Ratings

🗓️ 11 September 2023

⏱️ 35 minutes

🧾️ Download transcript

Summary

🔥 THE NEW REAL VISION - Join for only $20,14 https://rvtv.io/3sIJviO Maggie Lake is joined by Andy Constan, CEO of Damped Spring Advisors, to discuss his perspective on the global macro landscape. They delve into where he believes rates, bond issuance, and asset prices are headed next — and what it means for broader markets. You can find more of Andy’s work here: https://dampedspring.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

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0:57.6

Will U.S. Raids stay higher for longer?

1:07.8

Hi everyone, welcome to the Real Vision Daily Briefing with me today's

1:11.0

Andy Constant, CEO of Damped Spring Advisors.

1:14.1

Andy, it's great to have you back with us.

1:16.1

Hey, thanks, Maggie. Good to be back.

1:18.3

So we're looking at, for the beginning of the trading week here in the US,

1:21.8

we're looking at an update for U.S. equities.

1:24.2

I mean, the Nasdaq managed to gain over 1% clawing back a little bit.

1:29.4

You know, it's been a little rocky for equities.

1:32.4

But we had JP Morgan CEO, Jamie Dimon, sort of later in the day,

1:37.0

sounding pretty bearish warning that there are many risks ahead for the U.S. economy.

1:42.0

Well, we certainly have some catalyst for that.

1:44.5

I guess today we have inflation numbers out this week, a Fed meeting next week.

1:48.0

What's top of mind for you as you look across these markets?

1:51.7

Yeah, I mean, I think there's quite a lot of news this week.

...

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