Lessons from Investing Through Bubble Regimes with Andy Constan
First Principles with Andy Constan launches with a deep dive into market bubbles, AI, semiconductor stocks, and the financial conditions that can turn powerful technological change into a dangerous investment regime. Andy explains how bubbles form, why they are almost impossible to time, how today’s AI boom compares to past episodes like 1987, the dot-com bubble, housing, and the bond bubble, and what investors should watch as expectations, financing, and FOMO build.
Andy Constan on X
https://x.com/dampedspring
Damped Spring Advisors
https://dampedspring.com/
Topics covered:
Why bubbles are…
The skinny
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