skinny.

Latest / Excess Returns

Heading to Recession Island | Will the Trump and Powell Puts Help Us Reverse Course? | Andy Constan

In this episode, we dive into the current economic landscape and its implications for investors with Andy Constan, founder of Damped Spring Advisors. Andy shares his expert analysis on the U.S. economy’s trajectory, the impact of policy shifts under the new administration, and the tools investors should consider—or avoid—in today’s volatile markets. From navigating the “slowdown sea” to unpacking the effects of tariffs and national debt, this conversation offers a deep dive into the forces shaping financial conditions and what it all means for your portfolio. Don’t miss Andy’s unique…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.