Shows
FluentFiction - RomanianUnveiling Constanța's Hidden Treasure: A Heroine's JourneyFluent Fiction - Romanian: Unveiling Constanța's Hidden Treasure: A Heroine's Journey Find the full episode transcript, vocabulary words, and more:fluentfiction.com/ro/episode/2025-10-15-07-38-20-ro Story Transcript:Ro: Vântul rece de toamnă mângâia fața Dacianei în timp ce pășea pe aleea principală a Bazei Navale Constanța.En: The cold autumn wind caressed Daciana's face as she walked down the main alley of the Baza Navală Constanța.Ro: Gândul ei era doar la un singur lucru: artefactul dis...
2025-10-1515 min
What Bitcoin DidIs MSTR a Ponzi? | Lyn Alden & Andy ConstanLyn Alden and Andy Constan go deep on Bitcoin treasury companies like Strategy, debating whether they’re outright Ponzi schemes or legitimate vehicles for leveraged Bitcoin exposure.
We dig into how these companies actually generate returns, why premiums to NAV exist, and the conditions that could cause the model to unravel. Lyn lays out her cautiously bullish case for well-run treasuries, while Andy argues the structure depends on new capital in ways that can’t last forever.
In this episode:
- What makes a Bitcoin treasury company different from an ETF
- Wh...
2025-08-111h 45FluentFiction - RomanianEmbrace the Unplanned: A Weekend in Constanța's Secret CornersFluent Fiction - Romanian: Embrace the Unplanned: A Weekend in Constanța's Secret Corners Find the full episode transcript, vocabulary words, and more:fluentfiction.com/ro/episode/2025-07-05-22-34-02-ro Story Transcript:Ro: Soarele strălucea cu putere peste Constanța, iar marea îmbrățișa blând plaja aurie.En: The sun shone brightly over Constanța, and the sea gently embraced the golden beach.Ro: Ileana pășea agale pe faleza aglomerată, lăsând în urmă sunetul ritmat al valurilor.En: Ileana strolled leisure...
2025-07-0615 min
FICC FocusAndy Constan on Fed Policy and Bond Market Myths: Macro MattersAndy Constan, chief investment officer of Damped Spring Advisors, said a combination of potential expenditure cuts, which he estimates at around $300 billion per year, represents the largest fiscal tightening of his lifetime. Constan joins Bloomberg Intelligence’s Ira Jersey, chief US strategist, and Will Hoffman, US/CAD senior rates strategy associate, on this episode of Macro Matters to discuss all things interest rates. They talk about some of the biggest bond market myths as well as the path forward for the Fed’s balance sheet as quantitative tightening downshifted into low gear. The trio also discuss the likelihood for shifts i...
2025-05-0952 min
The Business BrewAndy Constan on Today's Macro BackdropAndy Constan stops by to discuss today's US macro backdrop. Importantly, this discuss was recorded on 4/24. Since then the narrative around the tax bill has gotten incrementally more stimulative. Do what you will with that information.Bill reached out to Andy after following him for a while on Twitter. Andy appears to use Twitter to educate, inform, and journal thoughts. Hence why he was invited to the show.As for Andy's formal background, his bio reads as follows:Andy Constan graduated with a degree in Bioengineering from...
2025-05-0158 min
Monetary Matters with Jack FarleyFinancial Markets Remain Abnormal | Andy Constan on Flat Yield Curve, Expensive Stock Market, and MicroStrategyAndy Constan joins Monetary Matters to explain why he thinks financial markets are abnormal. With credit spreads extremely tight, the yield curve flat, and an expensive stock market, Andy estimates that all assets are expensive to cash and that financial markets are required to return to normal in order for inflation to return to normal. Recorded on November 26, 2024. Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxezFollow Andy Constan...
2024-12-011h 24
Hidden ForcesWhy the Fed Risks Losing Control of the Bond Market | Andy ConstanIn Episode 389 of Hidden Forces, Demetri Kofinas speaks with Andy Constan, the founder and proprietor of Damped Spring Advisors about why he believes the Federal Reserve is at risk of losing the long-end of the bond market, which would lead to a reacceleration of inflation and a hard landing for the economy. Andy and Demetri spend the first hour discussing the subject of a recent letter he published in which he warns that the Federal Reserve, by continuing to lower interest rates and ease monetary policy, could cause a sell-off in long-bonds and a rise in term...
2024-11-1446 min
The RO ShowHow to Get an Edge in the Stock Market with Andy Constan Ep.131Episode 131: Are You An Investor Who Wants To Increase Your Risk Adjusted Returns? Then this episode is for you! My special guest, Andy Constan, explores INVESTING with goal of achieving an EDGE - Excess Returns - in the Markets. That is the goal, right? How do you get that EDGE? Let's explore ALPHA. Is ALPHA Impossible? When You "Think" You Found ALPHA, Is It Really Just Beta In Disguise? What is ALPHA? What is BETA? Enter Andy Constan, over 35 years of investing and trading Global Markets, from Bioengineering at PENN to Head of...
2024-06-201h 55
Forward GuidanceAndy Constan: The Bond Market Will Take The Stock Market Down With ItForward Guidance is sponsored by VanEck.Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus.__Follow Andy Constan on Twitter https://twitter.com/dampedspringFollow Two Gray Beards on Twitter https://twitter.com/2GraybeardsFollow VanEck on Twitter https://twitter.com/vaneck_usFollow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Blockworks on Twitter https://twitter.com/Blockworks_
2024-05-0656 min
Excess ReturnsCem Karsan and Andy Constan | PNL For A PurposeOn April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest minds in the investing world for an all-day interview event to raise money for Susan G. Komen. In this episode we are providing two of our favorite interviews of the day with Cem Karsan and Andy Constan. You can watch the full day of interviews or make a donation by heading over to the Excess Returns channel on YouTube and clicking the live link.
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2024-05-0258 min
Resolve Riffs Investment PodcastAndy Constan: Are You Ready for Act 3? This is Mission Control: Ready for Takeoff!In this episode, Andy Constan, a veteran Wall Street professional, joins the ReSolve team to discuss the intricacies of the Federal Reserve's interest rate policies, the impact of long-term borrowing rates on the economy, and the role of financial advisors in the investment industry. They delve into a wide array of topics, shedding light on the complexities of asset allocation, the influence of policy makers on market dynamics, and the future prospects of bonds and equities.Topics Discussed• Andy Constan's perspective on the Federal Reserve's interest rate policies and their impact on long-term borrowing rates...
2024-04-191h 18
The Bitcoin LayerWhy Andy Constan Is Bearish StocksIn this episode, Nik joined once again by portfolio manager and fixed-income expert Andy Constan. Andy explains his bearish view on the stock market as a reaction to inflation refusing to come down and the Treasury department likely to keep coupon issuance high. He also breaks down why he does not view today's situation as fiscal dominance any longer and how restrictive monetary policy will ultimately impact the economy. Andy briefly discusses Michael Howell's liquidity framework and why gold's move tells us the Fed is losing on inflation. We also get a rare bitcoin mention from Andy!
The Bitcoin Layer...
2024-04-1650 min
Radio UZPRInterviu cu părintele paroh Marius Moșteanu, ConstanțaCorespondență din Constanța, interviu realizat de Steliana Duliu-Bajdechi.
"Cine vizitează Peninsula Tomitană nu poate să nu fie impresionat de varietatea arhitectonică a zonei, de farmecul clădirilor de altădată care străjuiesc vestigiile arheologice din vremuri elenistice și romane, de mixajul probabil unic între lăcașurile de cult ale mai multor religii și confesiuni, din România.
În tot acest ansamblu eclectic dar încântător, o bisericuță de un alb imaculat, cu trei arcade dantelate la intrare, are o prezență aparte. Da, chiar prezență, căci lăcașul a căpătat în timp o energie anume...
2024-04-1515 minRadio UZPRInterviu cu părintele paroh Marius Moșteanu, ConstanțaCorespondență din Constanța, interviu realizat de Steliana Duliu-Bajdechi.
"Cine vizitează Peninsula Tomitană nu poate să nu fie impresionat de varietatea arhitectonică a zonei, de farmecul clădirilor de altădată care străjuiesc vestigiile arheologice din vremuri elenistice și romane, de mixajul probabil unic între lăcașurile de cult ale mai multor religii și confesiuni, din România.
În tot acest ansamblu eclectic dar încântător, o bisericuță de un alb imaculat, cu trei arcade dantelate la intrare, are o prezență aparte. Da, chiar prezență, căci lăcașul a căpătat în timp o energie anume...
2024-04-1515 minExcess ReturnsNavigating the Islands of Macro with Andy ConstanIn this episode we are joined by Andy Constan, founder of Damped Spring Advisors. We discuss his outlook on the current economic landscape, why he left "higher for longer" island, inflation, the Fed's actions, the bond market, and the influence of Treasury Secretary Janet Yellen and a lot more. He also shares his views on defining alpha and beta in investing, and how he constructs portfolios to generate long-term returns. Finally, Andy expresses his biggest concerns and reasons for optimism looking out over the next 12-18 months.
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2024-04-111h 00
Supply ShockThe Script: How To Kill Inflation | Andy ConstanThis week, Andy Constan Founder of Damped Spring joins the show for a discussion on what the Fed needs to do in their fight against inflation. As CPI prints continue to come in hot, financial conditions remain loose & markets melt-up, will the Fed be able to cut rates in 2024? To hear all this & more, you'll have to tune in!--This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, fi...
2024-03-2043 min
Real Vision: Finance & Investing#985 - What's Coming for Markets in March? with Andy Constan🔥 The RV Collective Season 3 mint is open: https://www.realvision.com/collective🔥 All this week on Real Vision, we're hosting a series called How the Pros Do It... and we're talking about research. To see what RV discounts are available, go to https://realvision.com/rvmarketplace Andy Constan, CEO of Damped Spring Advisors, joins Ash Bennington to analyze the tech sector’s surge, the implications of declining yields following the week's data releases, and the Fed’s recent remarks about quantitative tightening (QT). Plus, they forecast the data-rich month of March ahead. This week, we're hosting a...
2024-03-0135 min
Thoughtful Money with Adam TaggartAvoiding Recession Won't Be Easy With The Economic Challenges In Play | Andy ConstanIt's a tough time to be an investor.
There are cross-currents galore in the macro data, the financial headlines, policy decision-making, and market technicals.
After the easy decade that followed the Great Financial Crisis where markets dependably churned higher year after year and you could make money just going long pretty much any stock or ETF and "buying the dips" along the way -- suddenly it's taking a lot more hard work to earn a good return.
What are the keys to investing success in today's more uncertain environment?
For guidance...
2024-01-161h 07
#FuturesRadioOptions Flow Vs. Macro | Cem Karsan and Andy ConstanIn today’s episode, join us as we dive into the dynamic world of trading with our special guests, Andy Constan and Cem Karsan. Together, we’ll explore the intriguing interplay between “Options Flow vs. Macro” and unravel the complexities of macro trading in the stock market. Our guests will share insights into the significance of options […]
2023-12-0600 min
The Sherman ShowTSS Episode 148: Andy Constan on Macro-Driven Investing, Inflation and the 3Ds of De-GlobalizationAndy Constan, founder, CEO and Chief Investment Officer of Damped Spring, joins DoubleLine’s Jeffrey Sherman and Samuel Lau to discuss his approach to macroeconomics-driven investing. They also discuss, among other timely topics, Mr. Constan’s outlook for persistent inflation above the ... Read More
2023-11-3055 minSupply ShockAndy Constan: Janet Yellen's Fueling A Massive Stock Market RallyFollow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--On today’s episode, Andy Constan Founder of Damped Spring & Co-Founder of 2 Gray Beards joins the show to disucss the recent QRA release from the U.S Treasury.As markets anticipated a higher amount of long end issuance, Andy turned bullish a few days ago when the numbers surprised to the downside & joins the show...
2023-11-0336 min
Real Vision: Finance & InvestingHigher Forever? With Andy Constan🔥 Crypto Academy: GET LIFETIME ACCESS here https://rvtv.io/45L06jMAndy Constan, CEO of Damped Spring Advisors, joins Maggie Lake to discuss the market’s reaction to a big earnings miss, whether the Fed will raise interest rates again next week, and what the future looks like for AI stocks and investors. You can find more of Andy's work here: https://dampedspring.comAnd if you want to become one of the first members to access the new Real Vision Crypto Academy, now’s your chance. Learn more here: https://www.realvision.com/crypto-academy
2023-10-2536 minSupply ShockBond Market Sell-Off Will Drive Equities Lower | Andy Constan & Nick GivanovicFollow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--On today’s episode, two hedge fund veterans Andy Constan & Nick Givanovic, Co-Founders of 2 Gray Beards join the show for a discussion on the recent bond market sell-off, the journey towards recession island in 2024 & the path ahead for equity weakness depending on the U.S Treasury's QRA at the end of October. To hear all this & more, you'll have to...
2023-10-1158 minHidden ForcesWhat the Bond Sell-off Means for Investors | Andy Constan & Mike GreenIn Episode 331 of Hidden Forces, Demetri Kofinas speaks with Andy Constan and Mike Green after a week of turmoil in the bond market that saw a dramatic repricing of long-term government debt, raising debt servicing costs for the US government and sending yields on 10-year Treasury bonds to nearly 5%. Demetri, Andy, and Mike spend the first hour of their conversation trying to make sense of the recent sell-off, as well as what the implications of these higher long-term interest rates will be for the economy and asset markets. The second hour is dedicated to discussing...
2023-10-1052 min
The Market HuddleDamped Spring (guest: Jimmy Jude & Andy Constan)This week Kev banters with Damped Spring parters, Andy Constan & Jimmy Jude. They discuss their thoughts on the market and reveal how they became a dynamic duo, with a few stories thrown in for good measures. Pat and Kev also announce the triumphant winner of Skin In The Game – it was a close call…
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2023-10-072h 37Excess ReturnsShow Us Your Portfolio: Andy ConstanIn this episode of Show Us Your Portfolio, we speak with Damped Spring Advisors founder Andy Constan. Andy has spent his career working at some of the most successful firms in the asset management industry, including Bridgewater and Brevan Howard and he explains how the lessons he has learned throughout his career led to how he constructs his portfolio today. We discuss how he combines a risk parity approach with alpha seeking strategies to maximize long-term returns and minimize risk. We also cover Andy's current view on stocks and bonds, factor investing, international diversification and a lot more.
2023-09-1454 minSupply ShockA Wave Of Treasury Issuance Will Cause Bond Yields To Surge | Andy Constan & Bob ElliottFollow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--On todays episode, Andy Constan Founder of Damped Spring Macro Research & Bob Elliot CIO at Unlimited Funds join the show for a discussion on the emerging signs of a recessionary slowdown, the wave of U.S treasury issuance & it's impact on the long end of the bond market. To hear all this & more, you'll have to tune in!
2023-09-131h 02
Real Vision: Finance & InvestingBeneath the Surface: Risk Premium Expansion with Andy Constan🔥 THE NEW REAL VISION - Join for only $20,14 https://www.realvision.com/crash-or-boomMaggie Lake is joined by Andy Constan, CEO of Damped Spring Advisors, to discuss his perspective on the global macro landscape. They delve into where he believes rates, bond issuance, and asset prices are headed next — and what it means for broader markets.You can find more of Andy’s work here: https://dampedspring.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
2023-09-1235 min
WTFinanceInterest Rate Squeeze to Drive Stocks & Bonds Lower with Andy ConstanInterview Recorded - 29th of August, 2023On this episode of the WTFinance podcast I had the pleasure of speaking with Andy Constan, CEO & CIO of Damped Spring Advisor.During our conversation we spoke about Andy's thoughts on Jackson Hole, while higher interest rates will drive down both stocks and bonds, what this means for unemployment, what would change Andy's opinion and whether this could lead to further issues with banks. I hope you enjoy!0:00 - Introduction1:43 - Overview of Andy’s thoughts and Jackson Hole8:35 - How is there a shortage of...
2023-08-3034 minForward GuidanceThe Great Liquidity Debate | Michael Howell & Andy ConstanMichael Howell of Crossborder Capital and Andy Constan of Damped Spring Advisors join Forward Guidance to discuss and debate all things liquidity.Today’s interview is brought to you by YCharts. For a free trial and 15% discount on new memberships, visit https://go.ycharts.com/forward-guidanceFollow Michael Howell on Twitter https://twitter.com/crossbordercap___Follow Andy Constan on Twitter https://twitter.com/dampedspringFollow 2 Gray Beards on Twitter https://twitter.com/2GrayBeardsFollow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter...
2023-07-271h 22
F.A.C.E. InterviewsAndy Constan is looking at the long side of Euro.Andy Constan is being interviewed by Dale Pinkert during the F.A.C.E. webinar. Andy is looking at the longside of Euro. He believes there will be a Gold entry around $1840-50 and is currently short Bonds.
2023-07-0526 minHidden ForcesWhat the Fed's Rate Decision Will Mean for Markets | Andy ConstanIn Episode 316 of Hidden Forces, Demetri Kofinas speaks with Andy Constan about this week's FOMC meeting and what the Federal Reserve rate decision could signal about the direction of interest rates, inflation, and economic growth. Will it be heralded as the long anticipate Fed pivot or seen as yet another head fake on our way toward "higher for longer," serving as a drag on equity valuations and a headwind to economic growth? Because Andy's analysis is largely quantitative and flows based, he looks at not only what policymakers and investors are saying, but also what they're doing...
2023-06-1456 min
Excess ReturnsThe Four Pillars of Macro with Andy ConstanIn this episode we speak with Damped Spring Advisors founder Andy Constan. Andy has built a unique macro framework that incorporates growth, inflation, flows and risk premia. We discuss a wide variety of topics, including the interaction between Fed and Treasury policy, the biggest lessons he learned at Bridgewater, the future of inflation and what his framework says about the current market.
We hope you enjoy the discussion.
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2023-02-231h 00Forward GuidanceThe Soft Landing Will Be Transitory | Bob Elliott & Andy ConstanThe Federal Reserve and the bulls have been hoping for a “soft landing” scenario in which inflation falls but the economy doesn’t enter a recession. The odds of a “soft landing” appear to have increased over the past few months - but what are the odds that, should it come to pass, a soft landing will actually last? Bob Elliott, CIO of Unlimited Funds, and and Andy Constan, founder of Damped Macro Research and 2 Gray Beards, join Forward Guidance to debate the odds. Constan and Elliott, former colleagues at asset management behemoth Bridgewater Associates...
2023-02-201h 25
WTFinanceCould Inflation be Higher for Longer? with Andy ConstanInterview recorded - 7th of February, 2023On todays episode of the WTFinance podcast I had the pleasure of speaking with Andy Constan, CEO & CIO of Damped Spring Advisor. During our conversation we spoke about Andy's thoughts on the markets, how he is short both stocks and bonds, the chance of having higher interest rates for longer and what would have to change Andy's mind. I hope you enjoy!0:00 - Introduction0:48 - Andy’s thoughts on the markets?7:53 - High beta up, most other assets flat13:41 - Higher interest rates for lon...
2023-02-1325 min
Resolve Riffs Investment PodcastReSolve Riffs: Andy Constan on Hard vs. Soft Landing, Fed Reaction Function & Higherer for LongererThis week we welcomed back Andy Constan (CEO / CIO of Damped Spring Advisors) and thought-provoking commentator on financial markets. His deep understanding of the global macro landscape and structure of markets, as always, made for a fascinating conversation that covered: A disciple of two completely different and complimentary schools of global macro excellence Navigating his portfolio in 2022 through the Twitter looking glass Listening between the lines and hearing the drumbeat of quantitative tightening (QT) early on In the old days, understanding inflation and growth was enough for capital allocation The game is now mostly about policymakers’ toolkit, stimuli, an...
2023-02-011h 34Forward GuidanceThe Soft Landing “Blue Pill” Is Overpriced | Andy ConstanAndy Constan, veteran macro investor and founder of Damped Spring Macro Research, joins Jack to share his macro framework for 2023. Looking at rallying risk assets and an interest rate futures market that is pricing in over 200 basis points worth of cuts by the Fed, Constan argues that the market is assigning too high a probability to two “blue pill” scenarios - a soft landing or a Fed pivot. Constan says he is positioned to fade these two scenarios by being short everything - namely, stocks, bonds, and commodities. Constan explains why he is betting on red pill scenarios of eith...
2023-01-1758 min
Real Vision: Finance & Investing5 Questions, 3 Guests: Joseph Wang, Andy Constan, and James HelliwellWhat’s the trajectory of inflation in 2023? How about the likelihood of a severe recession? There’s no shortage of uncertainty as we look past the holidays, but Joseph Wang, Andy Constan, and James Helliwell have some thoughts on what’s to come. Don’t miss this discussion of how to navigate the markets in 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices
2023-01-1512 minForward GuidanceFalse Dawn: Why The Rally Is Over | Andy Constan & Joseph WangUse code GUIDANCE250 to get $250 off tickets to Blockworks’ London Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-london/--Today Jack welcomes Andy Constan, macro investor and publisher of The Damped Spring Report, and Joseph Wang, former senior Fed trader and author of Fedguy.com, to discuss how the Fed’s reduction of its balance sheet via quantitative tightening (QT) is impacting market liquidity and future returns.Constan argues that favorable market conditions that allowed risk assets to rise during the summer are no longer present, and that this “false dawn” is over. Wa...
2022-09-131h 07Forward GuidanceWhy Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack FarleyThis is a recording of a Twitter spaces in which Jack Farley exchanges macro views with Alfonso Peccatiello, in a preview to their conversation at the Blockworks Digital Asset Summit in September 2022, which will feature Mike Green, Danielle DiMartino Booth, and Jurrien Timmer. This recording also featured Andy Constan and Michael Kantrowitz.--Use code MACRO200 to get discounted tickets to the Blockworks Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-new-york/?gclid=CjwKCAjwo_KXBhAaEiwA2RZ8hIgyUQTvJmP-g0qAclP5WXFdpLdZSLkarlMTWE9_Po341_j_x5FBBBoCojkQAvD_BwE--Follow Jack on Twitter https://twitter...
2022-08-181h 46
Alpha ExchangeAndy Constan, Founder, Damped Spring AdvisorsMarket prices are impacted by a host of forces including changes in the economy, in earnings and in the stance of monetary policy. For Andy Constan, flows carry great import as well. Hitching a ride to Wall Street in 1986 at Salomon Brothers, Andy was part of a group that contributed to the Brady Commission Report, the post-mortem on the calamity that was the ’87 stock market crash. In this context, he shares his views on episodes in which flows into or out of an asset disrupted the equilibrium of supply and demand, leading to shocking movements in price. Among them, An...
2022-06-301h 08
Leo RadioAIRE FRESCO | Hoy en AIRE FRESCO: El caso enchufes, la reivindicación del SPPLB, Matu Davico desde Londres, Constan Filgueira de REYSER, José Luis Barceló y la actualidad, y la inauguración de BENI...Fantástico fin de fiesta. Una semana completa con 3 programas de AIRE FRESCO en los que no se han podido incluir ni más temas ni más invitados. Un comienzo distinto el de este jueves, con la presencia en antena de Paco Ángel González y Manolo Sánchez, ambos del Sindicato de policía Local, en directo desde la manifestación que se estaba llevando a cabo en el pueblo valenciano de El Puig, para reivindicar mejoras para el inmenso colectivo que forman, además de aclarar el rechazo al recurso presentado por los implicados en el caso Ench...
2022-06-021h 59
Resolve Riffs Investment PodcastReSolve Riffs with Andy Constan about Successful Macro Trading on Liquidity, Flows & SentimentThis week we had the pleasure of speaking with Andy Constan (CEO / CIO at Damped Spring Advisors) and prolific member of the FinTwit community under the @dampedspring penname. Our conversation spanned topics including: His long and interesting career in the investment world Starting with equity derivatives and eventually earning his ‘global macro education’ at Bridgewater Associates The constantly evolving challenge of generating alpha Trading and managing portfolios at scale and the importance of liquidity Separating alpha from beta Basis risk vs liquidity risk The broad macro picture vs what is priced in The unique challenges posed by the curr...
2022-05-181h 20
Market DepthWill Fed Tightening Spell Danger For Markets | Andy ConstanOn this Friday's edition of Boiler Room, Alfonso Peccatiello is joined by Andy Constan CEO/CIO at Damped Spring Advisors. With over 30+ years of experience working at some of the largest funds in the world such as Bridgewater, Brevan Howard & Salomon Brothers; Andy provides a deep dive into the often misunderstood financial plumbing to help investors navigate the Fed's quantitative tightening program. --Follow Andy: https://twitter.com/dampedspringFollow Alfonso: https://twitter.com/MacroAlfFollow Blockworks: https://twitter.com/Blockworks_--Subscribe To The Macro Compass: h...
2022-05-0437 minForward GuidanceWill Janet Yellen Pull the Trigger? | Andy ConstanIn today's episode of Forward Guidance, Andy Constan joins Jack to discuss the latest in financial news, reflecting on the Fed while discussing topics like market plumbing, roll-downs, and more. Andy Constan injects his absolute expertise of the subject matter into this interview-- you won't want to miss it. Follow Andy Constan @dampedspringFollow Jack Farley @JackFarley96Follow Blockworks @Blockworks____If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter
2022-03-241h 03
Macro Hive Conversations With Bilal HafeezAndy Constan on Lessons From Bridgewater, Equity Valuations and Top TradesThis podcast is sponsored by Masterworks, the first platform for buying and selling shares representing an investment in iconic artworks. They are making it possible to invest in multimillion-dollar works from artists like Banksy, Kaws, Basquiat, and many more. Andy Constan has spent the past 33 years investing and trading global markets. He's worked at leading hedge funds Bridgewater Associates and Brevan Howard as Chief Strategist. Andy started his career at Salomon Brothers. He is the founder of Damped Spring Advisors. In this podcast we discuss: What Andy learned from Bridgewater and Brevan Howard, setting up all-weather portfolios, the problem...
2022-03-181h 02
DIGITALIO - In the loopElevii unei școli din Constanța au transformat 800 de desene în NFT-uriProfesorul de informatică Eduard Alin Grosu și-a provocat cei 240 de elevi de la Școala Gimnazială din Peștera, județul Constanța, să deseneze pe o coală de hârtie împărțită în 4, plecând de la un contur stabilit. Fără să le spună ce urmează să se întâmple cu creațiile lor.
2022-02-2713 min
The Market HuddleForced Patience (guests: Andy Constan, Paul Schulte)In this episode, Patrick Ceresna and Kevin Muir welcome Wall Street veteran Andy Constan. From his early days at Salomon Brothers, to his experiences at Bridgewater and Brevan Howard, Andy walks us through his fascinating career and he also tells us what we should be watching for as the most important development for 2022. After that, Kevin talks with Paul Schulte about his new book, Money Metaverse: How Crypto Is Reinventing Finance & Property via Tokenization.
2022-01-072h 54
Batata CastBatata Cast #35 - Como Ganhar a Vida com Memes (part. Rodrigo Bad Vibes)Nesse episódio nosso batato Constan conta com a ajuda do criador da página Bad Vibe Memes para entender um pouco mais sobre esse mundo caótico e prazeroso dos memes.
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2021-05-2841 min
Batata CastBatata Cast #34 - Tudo sobre o BBB 21 (part. Mundo Novo e Jéssica Marques)Nesse episódio analisam tudo que rolou e como repercutiu a vigésima primeira edição do reality.
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2021-05-081h 45
COOLture PodcastConstanța Nevăzută (Diana Slav)Diana Slav este ghid turistic în orașul Constanța și organizează o serie de walking tours în care lr prezintă turiștilor, pe lângă bine cunoscutele obiective turistice, lucruri mai puțin știute despre orașul Constanța dar care totuși sunt nemaipomenit de interesante. În acest videoclip discutăm despre obiective ascunse, istoria orașului și multe altele.
2021-04-2756 min
Batata CastBatata Cast #33 - Sexolândia (part. Barbara Monteiro e Júlia Gasch)Neste episódio nossos batatos contam com a ajuda de uma genital influencer e uma psicóloga de relacionamentos para debater o sexo e seus tabus no reino da sexolândia.
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2021-04-161h 11
Batata CastBatata Cast #32 - Ansiedade, a doença do século? (part. André do Dragões de Garagem, Gabriele Sperandio, e Vini Isquerdo)Nesse episódio nossos batatos se propõe a fazer o maior bate-papo sobre ansiedade da internet brasileira!
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2021-04-011h 41
Omul face locul / ConstanțaCați ani ai? А ты замужем? / Olga Gnatkova [ru] & Constanța Dohotaru [ro]/RO/ performance_dialog_bilingv 'Cați ani ai? Da ești măritată?' cu Olga Gnatkova [ru] și Constanța Dohotaru [ro] din 6 martie 2021Am vorbit despre cum se simte o femeie în spațiu public în Chișinău și despre experiența noastră personală.〰️〰️/RU/ перформанс_диалог_двуязычный 'Сколько тебе лет? А ты замужем?' с Ольгой Гнатковой [ru] и Констанцей Дохотару [ro] с 6го марта 2021Мы поговорили о том, как женщина чувствует себя в публичном пространстве Кишинева, и о нашем личном опыте.---Patreon: https://www.patreon.com/constantaTelegram: https://t.me/omulfaceloculFacebook: https://www.facebook.com/omulfacelocul/Site: https://constantadohotaru.com/#OmulFaceLocul #FemeiaInSpatiuPublic #Feminism
2021-03-211h 03
Batata CastBatata Cast 31 - Músicas Marginais (part. Nik Silva VFSM)Nesse episódio nossos batatos contam com a ajuda de Nik Silva do podcast Vamos Falar Sobre Música e crítico musical do Monkey Buzz para discutirem sobre o preconceito que existe com alguns gêneros musicais.
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2021-03-1845 min
Batata CastBatata Cast 30 - Yoga (part. Tainá Zeitune)Nesse episódio nossos batatos contam com a ajuda da professora de Yoga Tainá Zeitune para desvendarem um pouco mais sobre esse mundo zen.
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2021-03-1146 min
Batata CastBatata Cast 29 - A Era Bolsonaro (part. Arthur Victor)Nesse episódio nossos batatos contam com a ajuda do doutorando em História Arthur Victor para debater um pouco mais sobre os efeitos da Era Bolsonaro.
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2021-03-0453 min
Batata CastBatata Cast 28 - Como Enriquecer Ouvindo Podcasts? (part. Maru Cordeiro)Nesse episódio nossos batatos contam com a ajuda da consultora financeira Maru Cordeiro para falar mais sobre esse mundo cheio de expectativas das finanças.
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2021-02-251h 18
Batata CastBatata Cast 27: Big Brother e Realitys (part. Jéssica Marques e Vinícius Isquerdo)Nesse episódio nossos batatos conversam sobre a atual edição do BBB e suas histórias com o mundo dos reality shows.
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2021-02-181h 25
Batata CastBatata Cast 26: O Ano que Não Terminou (part. Aloyr Cyberpub)Nesse episódio conversamos sobre aspectos do ano que continuam igual ao fatídico ano de 2020, coisas que estão mudando aos poucos e sobre distopias, principalmente a Cyberpunk.
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2021-02-1139 min
Omul face locul / ConstanțaSă începem, Episodul 1! / ConstanțaSalut, sunt Constanța și stau la Chișinău. Fac mult urbanism comunitar și aș vrea să povestesc despre ce e înneregulă în orașele noastre și ce putem face.Probabil deja te-ai obișnui să nu vezi arhitectura, pentru că trebuie să te uiți sub picioare.Poate te gândești că doar mașina te poate salva în oraș, dar stai cu ea în amuteiaje.Posibil crezi că ceea ce vezi 'afară' e normal, că noi și autoritățile facem ceva, măcar ceva.Dar hei, asta nu e ok! Orașul trebuie să fie pri...
2021-01-2805 min
Batata CastBatata Cast 25: Astrologia (part. Jessica Orbolato)Episódio onde conhecemos mais sobre o mundo astrológico e ainda temos previsões sobre o ano que virá!
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2020-12-1741 min
Batata CastEpisódio 24: Violência Contra a Mulher (part. Rafa Mendes e Lucila Del Mônaco)Episódio muito importante para debatermos como a sociedade pode não perpetuar essa violência.
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2020-12-0300 min
Batata CastEpisódio 23: Super Heróis - HQ e Política (part. Quadrinheiros e Cenas HQs)Episódio desvendando o universo dos quadrinhos de super-heróis e todos os seus subtextos políticos que podem estar dizendo muito mais do que você imagina!
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2020-11-1900 min
Batata CastEpisódio 21: Poliamor (part. Larissa Vaz Brandão)Relacionamentos sexo afetivos fazem parte da vida. Aprendemos que quando amamos de verdade alguém, não queremos ficar com mais ninguém. Amor romântico e monogâmico caminham de mãos dadas. São muitas as representações desse tipo de relacionamento no cinema e literatura. Porém, quando se trata de relacionamentos não monogâmicos, a sociedade ocidental ainda tem o tema como tabu. Conversamos com a Larissa Vaz sobre relacionamentos não monogâmicos, poliamor e relações abertas. Você viveria uma relação assim?
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2020-10-2900 min
Power Podcast | George NedelcuPodcast #40 - Despre ConstanțăLa urma urmei, constanța va face diferența. Lucrurile pe care le faci zi de zi, săptămână de săptămână și an de an vor face diferența. Disciplina este factorul cheie, dar de ce altceva mai ai nevoie pentru a deveni și a rămăne constant?Mai multe detalii pe:https://lglconsulting.eu/Dacă simți că ai nevoie de ajutor pentru a rezolva o problemă, a depăși un obstacol personal sau profesional, atunci s-ar putea să-ți fie de folos sesiunea gratuită de coaching pe care o ofer...
2020-10-1620 min
Batata CastInfância 90's (part. Vini Isquierdo)Nesse episódio, lembramos de como foi crescer nos anos 90. Alugar fita na sexta para entregar na segunda, ter que rebobina-la. Assistir banheira do GUGU com a sua avó e coisas do tipo.
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2020-10-1500 min
Batata CastEpisódio 19 - Brasil em Chamas (part. Dra. Helena Barbieri de Azevedo)Os incêndios no Pantanal e Amazônia ganharam os noticiários e a atenção do mundo todo. Por que estes biomas estão pegando fogo? Isso é resultado da ação humana? Quais as ações do governo federal e do ministério de meio ambiente para controlar a situação? Conversamos com a meteorologista Helena Barbieri de Azevedo sobre esse tema. Para preservar é preciso conhecer.
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2020-10-0800 min
Batata CastCannabis Medicinal (entrevista com a Dra. Carolina Nocetti)Nesse episódio, conversamos com a Dra Carolina Nocetti, especialista no uso da cannabis medicinal nos Brasil, sobre os potenciais usos terapêuticos dessa planta. Além disso, a doutora deu muitas dicas de saúde e alimentação. Foi uma conversa com muita informação.
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2020-10-011h 09
Batata CastBatata Cast 17 - Quando Setembro Acabar (part. Dragões de Garagem e Gabriele Sperandio)Nesse episódio decidimos falar de um tema que é tabu e que, no entanto, é super importante de ser abordado: o suicídio e sua prevenção. Para tanto, chamamos uma galera gabaritada para nos ajudar. Com nossos amigos do poscast Dragões de Garagem e da psicologa clinica Gabriele Sperandio, percorremos essa trilha.
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2020-09-241h 17
Batata CastBatata Cast 17 - Quando Setembro Acabar (part. Dragões de Garagem e Gabriele Sperandio)Nesse episódio, tratamos de um tema importante e delicado que é o suicídio.
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2020-09-241h 17
Batata CastEpisódio 16: O de cima sobe, o de baixo desce (part. Marília Rios)As sociedades são estratificadas, ou seja, dispostas em camadas. Nesse episódio, a pesquisadora Marília Rios nos leva a refletir sobre quem são as classes subalternas e qual lugar ocupamos socialmente. Outro conceito amplamente debatido na atualidade é o de lugar de fala. Todos falamos de algum lugar, porém, seria preciso ecoar as vozes dos grupos subalternos, historicamente silenciados.
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2020-09-1043 min
Batata CastEpisódio 15 - Pornolândia (part. Lívia Jorge e Patrícia Rocha)O sexo é um tema muito debatido na nossa sociedade, é recorrente em filmes, conversas e brincadeiras que as pessoas fazem. Mas qual o papel dos gêneros nesses debates? Quantas vezes as mulheres são objetificadas e violentadas dentro desses discursos e narrativas? Nesse sentido a pornografia tem um papel importante como “educador” sexual, uma vez que a escola não aborda esse tema adequadamente. Para falar sobre essas questões e outras problematizações, convidamos a psicóloga Patrícia Rocha e Lívia Jorge do Canal Vaginal que trouxeram pontos muito importantes para essa questão. Confere lá!
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This ep...
2020-09-031h 05
Batata CastEpisódio 14 - Temos a Arte para Não Morrer da Verdade? (part. Luiza Prado)O que é a arte para você? Como definimos os limites da arte e “da não arte”? Para falar sobre esse assunto chamamos nossa amiga a artista multidisciplinar Luiza Prado. A artista falou sobre os fins sociais da arte e as representações e significados sociais de uma obra. Pixo, funk são obras de arte? O que qualifica a arte? Como democratizar a arte? Essas perguntas foram respondidas (ou não) nesse episódio, acompanhe essa conversa!
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2020-08-2742 min
Batata CastEpisódio 13 - Maldita Carne (part. Vegano Vitor)"Por que você não come carne?", "Nem Peixe?", "Tem esse salgado de presunto e queijo", essas são algumas questões muito ouvidas por vegetarianos e veganos. Nesse episódio convidamos o Vegano Vitor que explicou a sua trajetória no veganismo e ativismo político. Além disso discutimos políticas ambientais, questões sociais e econômicas relacionadas a alimentação. O episódio conta com a participação da Pamela Galhardo que é nossa ouvinte e vegana também! Ouça esse episódio por que está imperdível!
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2020-08-201h 01
Batata CastEpisódio 12 - Seu emprego tem futuro? (Part. Nana Caê)A sociedade muda o tempo todo, porém, nos últimos meses, assistimos a mudanças cada vez mais aceleradas. Parte disso é causado pela internet e o avanço da tecnologia, parte por conta dos acontecimentos relacionados a pandemia e também por uma mudança geral nos hábitos e comportamento das pessoas. Nesse episódio convidamos Nana Caê para debater esse cenário e trazer um pouco de luz no mundo caótico e nebuloso das relações de trabalho e suas mudanças nos tempos atuais. Acompanhe com a gente!
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2020-08-1349 min
Batata CastEpisódio 11 - Quem não surtou, tá surtado (Batata no Divã com Jéssica Caçador)Você está surtando na quarentena? Não? Tenho más notícias para você: você já está surtado! Brincadeiras a parte, nesse papo conversamos com a psicanalista Jéssica Caçador sobre as dificuldades e mudanças que a pandemia e o isolamento social trouxeram e como lidar com elas. Isso é um problema maior ainda na sociedade em que vivemos que vangloria a atividade incessante e despreza a contemplação e os momentos de solidão. Surte com a gente nesse EP!
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2020-08-0642 min
Batata CastEpisódio 10 - Humor em tempos de absurdo (part. Daniel Duncan)Segundo Kant o humor é um olhar experimental sobre as coisas. Quando observamos o mundo político atual, percebemos que a realidade em si é muito experimental e engraçada e isso é um desafio para comediantes. Além disso a piada tem uma perspectiva cultural, sendo uma linguagem muito complexa. Da pra fazer piada de tudo? Como abordar temas complexos no humor? Se quer saber mais sobre perspectivas culturais, históricas, filosóficas e políticas do humor acompanhe esse episódio!
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2020-07-3049 min
Batata CastEpisódio 9 - Como morrer na vida (part. Isabella Lauermann)Morte! Uma questão tão importante e tão evitada ao mesmo tempo! Todos nós vamos passar por esse evento, seja na nossa própria morte, seja na morte de pessoas queridas que nos cercam. Então, por que temos tanto medo de falar dela? Para comentar sobre esse assunto, que em nossa sociedade e tradição cultural é considerado polêmico, convidamos Isabela Lauermann. A Isa é estudante de direito e pesquisa sobre as questões jurídicas envolvendo a morte. E você, já decidiu como será a sua passagem dessa vida? Quer pensar melhor? Ouça esse episódio que aprofunda...
2020-07-2346 min
Batata CastEpisódio 8 - Preso em nome da lei? (Part. Lucila del Mônaco)O estado se caracteriza pelo monopólio da violência, mas essa violência é praticada por quem e contra quem? Quem são os atores envolvidos nesse processo e qual o papel deles? Neste episódio falamos sobre essa importante questão social sobre um ponto de vista não maniqueísta, analisando todas as contradições, aplicações da lei e realidade do sistema carcerário. Para enriquecer o debate contamos com a presença ilustríssima de nossa amiga e advogada Lucila Delmonaco que compartilhou sua vivência profissional e experiência sobre o tema.
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2020-07-1647 min
Batata CastEpisodio 7 - Teorias da Conspiração (part. Nathan Constantino)Faca no boneco do fofão, ET Bilu, Terra Plana, o que todos esses assuntos tem em comum? São todos mentiras ou, colocando de maneira mais eufemística, "teorias da conspiração". O que chamamos de teorias da conspiração são hipóteses pouco testadas que desafiam o discurso oficial, são teorias cuja a a falta de evidência se torna a própria evidência para que a teoria seja considerada verdadeira. Nesse episódio convidamos Nathan Constantino para falar um pouco sobre os mistérios do submundo conspiratório, não perca!
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2020-07-0936 min
Batata CastEpisódio 6 - E o Novo Normal?Novo ? Normal ? Esses termos parecem contraditórios certo? Mas é fato que as coisas mudaram depois da epidemia coronavírus. Relações de trabalho, relações pessoais/familiares, até os encontros de fim de semana tiveram que ser adaptados para a condição de isolamento social. Todas essas mudanças tem aspectos positivos e negativos e para falar sobre isso Constan, Bruno e Leo apresentam ponto de vistas pessoais e analíticos sobre o tema.
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2020-07-0233 min
Batata CastEpisódio 5 - Vencer na Vida?Viver não é um processo linear não é mesmo? Então o que é vencer na vida? Existe um lugar para onde chegamos e falamos “agora sim! Venci na vida”? Esses padrões de vitória são construídos socialmente e dependem das condições materiais de cada período da história. Talvez vencer na vida tenha que ser pensado de forma individual de acordo com as aspirações de cada um. Então o que é vencer na vida para você?
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2020-06-2536 min
Batata CastEpisódio 4 - Relacionamentos na era virtualRelacionamentos são complicados né? Pessoas tem diferentes visões de mundo e perspectivas de vida e relacionar-se envolve consenso e eventualmente abrir mão de algumas coisas em nome da relação. Em um mundo onde a internet possibilita uma "liberdade" e "autonomia" quase infinita, relacionamentos duradouros parecem chatos e pouco atrativos. Como se relacionar em um mundo onde tudo o que era sólido se desmancha no ar? O que fazemos com todos os padrões e esteriótipos construídos ao longo tempo pela arte e cultura ocidental? Eles valem alguma coisa ainda? Você vai descobrir (ou não) no pol...
2020-06-1837 min
Batata CastEpisódio 3 - Cultura do CancelamentoO departamento de cancelamentos informa: esse podcast AINDA não foi cancelado, caso tenha alguma reclamação entre em contato com o SAC e analisaremos a sua denúncia. Brincadeiras a parte, o cancelamento é um tema quente e bastante polêmico, por um lado é visto como uma ação social de justiça contra pessoas que se expressam ou agem de maneiras impróprias. Por outro lado, no limite, esse cancelamento pode chegar a extremos onde pessoas comuns podem ser perseguidas por opiniões divergentes (lembrando sempre que preconceitos e crimes não são opiniões). Mas e aí o que vocês acha...
2020-06-1141 min
Batata CastEpisódio 2 - PrivacidadeTodo mundo já percebeu que seus dados pessoais, hoje, estão nas mãos de empresas. A tecnologia tornou mais fácil algumas violações de nossa privacidade, mas será que realmente importamos com isso? Ou será que temos opção? Nesse episódio vamos debater como a falta de privacidade afetas as nossas vidas e a sociedade como um todo.
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2020-06-0439 min
Batata CastEpisódio 1 - Masculinidade TóxicaUm conceito muito debatido nos dias de hoje é a tal de masculinidade tóxica, uma série de padrões construidos socialmente que visam representar a imagem da masculinidade, ou o que se espera de um homem. Essas imposições muitas vezes prejudicam os indivíduos fazendo os mesmos sofrerem ou causar sofrimento as pessoas ao seu redor. Nesse papo informal, Brunin, Constan e Léo debatem essas questões refletindo como o tema impactou em suas vidas e como ele foi apresentado culturalmente.
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2020-05-2746 min
2020-05-2600 min
Yes You Can042: Diana Slav și tururile pietonale prin ConstanțaVrei să sponsorizezi acest show sau să propui un invitat interesant? Scrie-ne pe contact@citypodcast.ro*
Cosmin Bârzan a invitat-o la Yes You Can pe Diana Slav - ghid de turism și inițiatorul tururilor pietonale prin Constanța. O discuție despre voluntariatul în turism și nu numai. Afla mai multe despre Diana Slav AICI și AICI
Iată și detaliile proiectului GenerAction, pe site-ul lor sau pe pagina oficială de Facebook.
Ai idei, păreri despre acest show sau vrei să ne spui ceva? Contactează-ne pe contact@citypodcast.ro, pe Twitter sau Face...
2019-08-1526 min
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