Скачать с ютуб Will a strong US economy drive HIGHER profits? With Andy Constan в хорошем качестве

Will a strong US economy drive HIGHER profits? With Andy Constan

Will they or won't they? Investors are split on whether the Fed will be able to cut rates further in the face of what appears to be a robust US economy. Maggie Lake sits down with Andy Constan, CEO & CIO of Damped Spring Advisors to talk about the outlook for US growth, what that means for interest rates, and whether US stocks can continue on their record run. They also discuss what's behind the increased volatility in bonds. For more on Andy's background check out: https://dampedspring.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com 00:00 - Intro 00:40 - What Is Andy Focused on 07:10 - Treasuries Show We Are on Shaky Grounds 09:35 - The Question of Valuation 10:45 - Tackling Market Uncertainty 14:00 - Assets vs Cash 20:30 - TIPS 23:45 - Bonds Adjusting To Rate Expecations 26:00 - The Volatility In The MOVE Index 29:10 - Implications Of A Pause At The Next FOMC Meeting 31:15 - Where is the Opportunity 37:10 - Outro We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. #economy #marketanalysis #talkshow #ratecuts #investing #assetallocation #jobs #podcast #stockmarket #bonds #investing #fed #interestrates #trading