Forward Guidance: Future Growth Will Be Driven By Banks, Not the Fed | Andy Constan


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Source: Youtube Blockworks

Type: Video

Published: January 07, 2026 at 09:01 AM (1 day ago)

Video Description

In this episode, Andy Constan joins the show to break down why markets may be leaving the Fed-driven era behind, how private credit and bank balance sheets are becoming the real engine of growth, and what massive AI and onshoring investments mean for rates, risk, and the business cycle going forward. Enjoy!
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