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•Investor Masterclass
Andy Constan: The Fed Will Still Spark a Recession
Stickier inflation and a robust labor market means higher rates, lower stock market returns, and a recession.
Featuring Andy Constan and Roger Hirst
Aug 09, 2023 • 60 minutes
“The Fed still needs a recession to quash inflation...” says Damped Spring CEO, Andy Constan. He joins Roger Hirst on this Investor Masterclass to explore the intricate dance between yields, employment, inflation, and the stock market wealth effect — and why Andy believes the Fed will still provoke a recession to kill inflation.
Show MoreThe most successful investors never stop honing their decision-making framework. In "Investor Masterclass," legendary investors with decades of experience and rising stars at the cutting edge of the industry share their ideas, their experience, and their approach to markets and life generally. Learn from and capitalize on the masters' wins as well as their losses.
More EpisodesThe most successful investors never stop honing their decision-making framework. In "Investor Masterclass," legendary investors with decades of experience and rising stars at the cutting edge of the industry share their ideas, their experience, and their approach to markets and life generally. Learn from and capitalize on the masters' wins as well as their losses.
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