49:22

EssentialMake or Break: Inflation

Is It Just Another False Dawn?

Featuring Andy Constan and Andreas Steno Larsen

Nov 22, 2022 • 49 minutes

120

15

Essential

Make or Break: Inflation

Is It Just Another False Dawn?

Investors have been excited by recent inflation data. But where will October's promising signs lead?

Featuring Andy Constan and Andreas Steno Larsen

Nov 22, 2022 • 49 minutes

Stocks surged following the release of U.S. Consumer Price Index data for October, a softer-than-expected print taken as a sure sign inflation is on the downslope. But all Andy Constan sees is another “false dawn.” Andy, now the CEO of Damped Spring and a veteran of both Salomon Brothers and Bridgewater Associates, says markets face significant headwinds because of quantitative tightening. He joins Andreas Steno Larsen to talk about the main drivers of financial asset prices right now – contracting liquidity, risk premia, and positioning, among others – and to share his “Framework 101” for building portfolios and generating alpha. Recorded on November 16, 2022. Show More

What happens in the coming months will define the global economy for years to come. Real Vision's Make or Break series helps you understand the key drivers at this crucial juncture with inflation at the forefront. Our worldwide team of experts and analysts will guide you through a potential recession as well as investment opportunities.

More Episodes

What happens in the coming months will define the global economy for years to come. Real Vision's Make or Break series helps you understand the key drivers at this crucial juncture with inflation at the forefront. Our worldwide team of experts and analysts will guide you through a potential recession as well as investment opportunities.

More Episodes

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