After a two-year hiatus, weβre excited to announce that we are bringing back the Prometheus Podcast.
To kick off our first episode, weβre joined by our friend Andy Constan ofΒ Damped Spring. Andy is the founder and CIO of Damped Spring Advisors, who brings a wealth of knowledge and a long track record at some of the top macro hedge funds in the world, including Bridgewater and Brevan Howard.
In this episode, Aahan and Andy dive into Andyβs investment framework β from the structuring beta and alpha portfolios to the role of risk premium, positioning, and the evolving interaction between fiscal and monetary policy. They also discuss the macro backdrop and evaluate the most attractive reward-to-risk opportunities using Andyβs framework.
This conversation was equally educational and actionable, and weβre sure youβll enjoy it, so make sure to give it a listen.
Until next time.
This was a great read. Appreciate the effort you put into this!
Thanks for shedding light on this topic. Learned something new today!
Your blog always delivers quality contentβkeep it coming!
This post really resonated with me. Canβt wait to read more from you!
s4p6gf
Impressive work! You’ve made an interesting topic even more engaging.
Really enjoyed this! Your writing style is so engaging.
This gave me a lot to think aboutβthank you for sharing your thoughts!
Clear, concise, and super helpful. Great job!”
Always a pleasure reading your blog. Keep the great content coming!
Thanks for the great read! Very informative and well-written.
Really helpful content β I learned a lot from this!
Great post! I really enjoyed reading this. Your insights were clear and helpful β thanks for sharing!
Really helpful content β thanks for putting this together!
This was a great read! I learned something new today.
Loved your perspective on this topic. Keep it up!
Thanks for the valuable insights. Looking forward to your next post!
Interesting points! You explained it in a very clear way.
ygb9q7
Such a well-written piece. It kept me engaged from start to finish.
Great post! I really enjoyed the insights you shared. Looking forward to reading more from you!
I am not sure where you are getting your info, but good topic. I needs to spend some time learning more or understanding more. Thanks for wonderful info I was looking for this information for my mission.
Loved this! Super helpful and easy to follow. Thanks for sharing!
Awesome content as always. Keep up the great work!
Thanks for the valuable information. It really helped me understand the topic better.
Interesting read! Do you have any tips for beginners on this?
https://cr-v.su/forums/index.php?autocom=gallery&req=si&img=4022
Well-written and informative. I appreciate the depth of your analysis.
Very informative post, thank you for sharing!
Such a useful guide. Bookmarking this for later!
Great perspective. I hadnβt thought about it that way!
Thanks for breaking this down so simply!
Your content never disappoints. Keep it up!