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Jeffrey Sherman, Doubleline’s Deputy CIO, hosts a podcast with portfolio manager Sam Lau
TSS Episode 148: Andy Constan on Macro-Driven Investing, Inflation and the 3Ds of De-Globalization
The Sherman Show
55 minutes 23 seconds
1 year ago
TSS Episode 148: Andy Constan on Macro-Driven Investing, Inflation and the 3Ds of De-Globalization
Andy 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
The Sherman Show
Jeffrey Sherman, Doubleline’s Deputy CIO, hosts a podcast with portfolio manager Sam Lau