Andy 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• The role of financial advisors in the investment industry and the importance of informed conversations between advisors and clients• Insights into the complexities of asset allocation and the challenges of stock picking• The impact of long-term interest rates on the economy and the potential implications for inflation• The role of policy makers in changing market dynamics and the potential effects of their decisions• Predictions for the future performance of bonds and equities, and the factors that could influence these outcomes• The potential impact of government spending and fiscal policies on the expected trajectories of the marketThis episode is a deep dive into the complexities of financial markets, interest rates, and asset allocation. Andy Constan provides valuable insights from his extensive experience on Wall Street, making this a must-listen for anyone interested in understanding the intricate dynamics of the investment industry and the potential future of bonds and equities.This is “ReSolve Riffs” – published on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.