Podcast Episodes
Back to SearchAsset Allocation Bi-Weekly - U.S. Oil Production at a Record High (2/5/24)
Episode 192
It may come as a bit of a surprise that oil production in the U.S. has reached a record high. Confluence Chief Market Strategist Patrick Fearon-Herna…
2 years, 5 months ago
Bi-Weekly Geopolitical Report – Introducing the U.S. Space Force (1/29/2024)
Episode 191
The creation of the U.S. Space Force in 2019 did not come out of the blue but recognized a new reality. Associate Market Strategist Daniel Ortwerth a…
2 years, 5 months ago
Asset Allocation Bi-Weekly - How Does Powell Define Restrictive Monetary Policy? (1/22/24)
Episode 190
A sometimes overlooked financial report may give us insight about the timing of potential Federal Reserve interest rate cuts. Associate Market Strat…
2 years, 6 months ago
Bi-Weekly Geopolitical Report – What if Russia Wins in Ukraine? (1/16/2024)
Episode 189
The war in Ukraine seems to have entered a new phase. Confluence Chief Market Strategist Patrick Fearon-Hernandez considers what investors might do t…
2 years, 6 months ago
Confluence of Ideas - The 2024 Outlook: Slow-Bicycle Economy
Episode 188
Confluence's official 2024 Outlook anticipates a slowing U.S. economy and continued risk of recession. As the title of the report indicates, economic…
2 years, 7 months ago
Confluence of Ideas - The 2024 Geopolitical Outlook
Episode 187
Confluence Chief Market Strategist Bill O’Grady and Market Strategist Patrick Fearon-Hernandez sit down with Phil Adler to assess the geopolitical ou…
2 years, 7 months ago
Asset Allocation Bi-Weekly - A Pause That Refreshes? (12/4/23)
Episode 186
For stock investors, the initial rally was impressive, but does the Federal Reserve's recent decision to pause interest rate hikes signal the market'…
2 years, 7 months ago
Asset Allocation Bi-Weekly - Reflections on Earnings (11/20/23)
Episode 185
With the latest quarterly earnings reports now in the books, now might be a good time to step back and look at earnings from a different angle as we …
2 years, 8 months ago
Bi-Weekly Geopolitical Report – The Archetypes of American Foreign Policy: A Reprise (11/13/2023)
Episode 184
Our government's foreign policy can seriously impact our investment accounts, but because these policy decisions often involve difficult and immedia…
2 years, 8 months ago
Asset Allocation Bi-Weekly - The Inflation Adjustment for Social Security Benefits in 2024 (11/6/23)
Episode 183
The annual Social Security cost of living adjustment (COLA) for 2024 was announced in October and Confluence Staff Economist Thomas Wash joins us tod…
2 years, 8 months ago