Andy Constan

Founder, CEO and Chief Investment Officer of Damped Spring Advisors, with prior senior roles at Brevan Howard and Salomon Brothers. Widely followed for cross-asset macro analysis focused on flows, liquidity, positioning and portfolio construction.

US EquitiesAI & TechnologyGrowth & RecessionFed & RatesBonds

19appearances

98calls

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Andy Constan

We Asked Andy Constan What Happens If AI Funding Breaks Before the Thesis — And if Warsh Blinks

No ROI Yet. Fewer Recessions. Are You Making More Money? | 4 Things We Learned This Week

It Only Happens at Bottoms | Andy Constan on the Options Extreme That Showed Up at the Highs

Labor Market Cracks, Wild Fed Credibility Data and Semis Running Out of Pie | Last Call

Expensive Market. Record Issuance. Can the Story Still Hold It Up? | 6 Things We Learned This Week

Andy Constan on the SpaceX IPO, AI CapEx, and the End of the Buyback Tailwind

He Studied 100 Years of Bubbles. He Exposed Private Equity's Volatility Illusion | The Weekly Wrap

He Invested Through Five Bubbles. He Wrote the Book on Them | The Weekly Wrap - 5/17/2026

Why Andy Constan Says The AI Bubble is in Earnings, Not Price

Andy Constan on Investing Through Bubbles | First Principles Episode 1

The Moment Common Knowledge Changed | Last Call - With Andy Constan, Ben Hunt, Brent Kochuba and Eric Pachman

What War Charts and AI Bubbles Miss | The Weekly Market Insight – March 8, 2026

From AI Hype to Hard Money | The Weekly Market Insight – March 8, 2026

The Funding Test Ahead | Andy Constan on AI, War Risk and the Shift Abroad

Sell America Trade 2.0 | Andy Constan on Foreign Outperformance, Huge Financing Need, and Bull Case For Short-Term Rates

Future Growth Will Be Driven By Banks, Not the Fed | Andy Constan

The Four Pillars of Macro - And What They Say About This Market | Andy Constan

Is MSTR a Ponzi? | Lyn Alden & Andy Constan

Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan