Andy Constan stops by to discuss today's US macro backdrop. Importantly, this discuss was recorded on 4/24. Since then the narrative around the tax bill has gotten incrementally more stimulative. Do what you will with that information.
Bill reached out to Andy after following him for a while on Twitter. Andy appears to use Twitter to educate, inform, and journal thoughts. Hence why he was invited to the show.
As for Andy's formal background, his bio reads as follows:
Andy Constan graduated with a degree in Bioengineering from the University of Pennsylvania in 1986.
Following he spent 35 years investing and trading global equities, spending 17 years at Salomon Brothers.
Following he started honing his Macroeconomic Knowledge in 2010 working at Bridgewater Associates and Brevan Howard.
Since then he has worked on growing Damped Spring Advisors.
We hope you enjoy the conversation.