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First Principles with Andy Constan

Excess Returns

First Principles with Andy Constan examines the biggest developments in markets and the economy through the foundational frameworks that drive them. Each month, Andy breaks down the mechanics behind inflation, interest rates, liquidity, growth, and market structure to help investors understand not just what is happening, but how the underlying forces behind markets actually work.

Episodes1Founded12 days agoCategories
BusinessInvesting

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First Principles with Andy Constan launches with a deep dive into market bubbles, AI, semiconductor stocks, and the financial conditions that can turn powerful technological change into a dangerous investment regime. Andy explains how bubbles form, w... more

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Apple Podcasts
#179
Canada/Business/Investing
Apple Podcasts
#117
Spain/Business/Investing
Apple Podcasts
#141
Ireland/Business/Investing
Apple Podcasts
#188
Singapore/Business/Investing
Apple Podcasts
#231
Japan/Business/Investing

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1. The Meb Faber Show - Better Investing
2. Odd Lots

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First Principles launched 12 days ago and published 1 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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