47:35

EssentialThe Essential Conversation

Why the S&P 500 Is Likely to Hit 5,000 in 2022

Featuring Andy Constan and Alfonso Peccatiello

Dec 23, 2021 • 47 minutes

120

10

Essential

The Essential Conversation

Why the S&P 500 Is Likely to Hit 5,000 in 2022

Andy Constan and Alf talk about balancing the risk/return profile of portfolios & mastering macro trends in 2022.

Featuring Andy Constan and Alfonso Peccatiello

Dec 23, 2021 • 47 minutes

Andy Constan, CEO at Damped Spring Advisors, has spent the last three decades investing and trading global markets. In an interview with Alfonso Peccatiello, author of The Macro Compass newsletter, Constan discusses his framework for investing: growth and inflation expectations, flow, and risk premiums. “We have seen since this incredible combination of monetary and fiscal stimulus and declining volatility - a portfolio that own fairly priced risk premiums is likely to perform well next year,” explains Constan. The macro trader talks about his view on the current and future expectations of growth & inflation, volatility, global currencies, and bond yields; and his process to determine asset allocations across his portfolio. Recorded on December 17, 2021. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In