First Principles with Andy Constan
Excess ReturnsFirst 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.
| Publishes | Twice monthly | Episodes | 4 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
Listen to this Podcast
Latest Episodes
On the Latest First Principles, Andy Constan explains what the options market is signaling about the AI and semiconductor boom, why he believes earnings expectations have outrun the size of the economy, and where the next risks may emerge. We discuss... more
In this episode of First Principles, we break down the changing structure of markets as the IPO window reopens, AI CapEx accelerates, and corporate buybacks shift toward new equity supply. We discuss what the SpaceX IPO says about capital markets, wh... more
In this episode of First Principles, Andy Constan explains how investors should think about portfolio construction, risk management and alpha during a bubble regime. We discuss why bubbles create FOMO, why low volatility can make investors take the m... more
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
Key Facts
Similar Podcasts
People also subscribe to these shows.
Recent Guests
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #214 |  New Zealand/Business/Investing |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
Frequently Asked Questions About First Principles
Where can I find podcast stats for First Principles?
Rephonic provides a wide range of podcast stats for First Principles. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to First Principles and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does First Principles get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for First Principles, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for First Principles?
Rephonic provides comprehensive predictive audience data for First Principles, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does First Principles have?
To see how many followers or subscribers First Principles has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to First Principles?
These podcasts share a similar audience with First Principles:
1. Excess Returns
2. Two Quants and a Financial Planner
3. Monetary Matters with Jack Farley
4. Forward Guidance
5. The Julia La Roche Show
How many episodes of First Principles are there?
First Principles launched 2 months ago and published 4 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact First Principles?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for First Principles?
Rephonic pulls ratings and reviews for First Principles from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for First Principles?
Rephonic provides full transcripts for episodes of First Principles. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on First Principles?
Recent guests on First Principles include:
1. Andy Constan
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.