The Sherman Show
The Sherman Show
DoubleLine
TSS Episode 148: Andy Constan on Macro-Driven Investing, Inflation and the 3Ds of De-Globalization
55 minutes Posted Nov 30, 2023 at 3:10 pm.
0:00
55:23
Download MP3
Show notes

Andy Constan, founder, CEO and Chief Investment Officer of Damped Spring, joins DoubleLine’s Jeffrey Sherman and Samuel Lau to discuss his approach to macroeconomics-driven investing. They also discuss, among other timely topics, Mr. Constan’s outlook for persistent inflation above the ... Read More