Beneath the Surface: Risk Premium Expansion with Andy Constan
Even if there are rate cuts ahead, supply-driven risk still looms over bond markets.
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
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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
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