
businessMay 4, 202237:06pending
Will Fed Tightening Spell Danger For Markets | Andy Constan
About this episode
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.
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Subscribe To The Macro Compass: https://themacrocompass.substack.com/
Subscribe To Damped Spring: https://dampedspring.com/
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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
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