ep. 2

/

Will Fed Tightening Spell Danger For Markets | Andy Constan

On 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/dampedspring

Follow Alfonso: https://twitter.com/MacroAlf

Follow Blockworks: https://twitter.com/Blockworks_

--

Subscribe To The Macro Compass: https://themacrocompass.substack.com/

Subscribe To Damped Spring: https://dampedspring.com/

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

00:00 Introduction

00:32 Quantitative Tightening

04:32 What Happens When The Fed Stops Buying Bonds?

08:30 Risks vs Rewards Between Bills & Bonds

14:06 The Reverse Repo Facility

21:22 Quantitative Tightening Could Spell Danger For Markets

24:33 Is Quantitative Tightening Priced In?

27:44 Fiscal Handout's Throughout 2022

30:19 Risk Management

Other Podcasts from our Network