Podcast Episodes
Back to SearchAsset Allocation Bi-Weekly - The Case for New Home Sales (5/22/2023)
Episode 162
New home sales have been trending higher lately, even with mortgage rates rising rapidly in recent months. Confluence Chief Market Strategist Bill O'…
3 years, 2 months ago
Bi-Weekly Geopolitical Report – Opportunities and Risks in a Tripolar Nuclear World (5/15/2023)
Episode 161
For almost eight decades now, investors have faced a risk that the world's great powers could come into conflict and unleash devastating nuclear war.…
3 years, 2 months ago
Asset Allocation Bi-Weekly - Why We Are Keeping Duration Short (5/8/2023)
Episode 160
The yield curve is inverted, and recession is in the forecast. Recent history suggests investment managers facing these circumstances nearly always r…
3 years, 2 months ago
Bi-Weekly Geopolitical Report – Implications of the Iran-Saudi Arabia Détente (5/1/2023)
Episode 159
A recent agreement brokered by China represents a warming of relations between Saudi Arabia and Iran. Confluence Chief Market Strategist Bill O'Grady…
3 years, 2 months ago
Asset Allocation Bi-Weekly - The Fed's Employment Surprise (4/24/2023)
Episode 158
Gains in the U.S. labor market by Black Americans have easily outdistanced gains by white workers, at least by one measure, and those gains continue …
3 years, 2 months ago
Bi-Weekly Geopolitical Report – US Intelligence Sharing as a Tool of International Relations (4/17/2023)
Episode 157
Access to information has a lot of benefits: it translates to power in the business world and can give investors a leg up. The same rule applies on a…
3 years, 3 months ago
Asset Allocation Bi-Weekly - Increasing Concerns About Commercial Real Estate (4/10/2023)
Episode 156
The next big challenge for the banking sector may be tied to commercial real estate. Confluence Market Strategist Patrick Fearon-Hernandez joins this…
3 years, 3 months ago
Bi-Weekly Geopolitical Report – The Windsor Framework (4/3/2023)
Episode 155
Northern Ireland has been a thorn in the side of relations between Great Britain and the European Union for some time. But a recent agreement creates…
3 years, 3 months ago
Asset Allocation Bi-Weekly - Have Policymakers Solved the Tinbergen Problem? (3/27/2023)
Episode 154
Turmoil in the financial sector has complicated life for the Federal Reserve. Already facing the challenge of fine-tuning its rate policy between fig…
3 years, 3 months ago
Bi-Weekly Geopolitical Report – Update on the US-China Military Balance of Power (3/20/2023)
Episode 153
China appears to be emerging every day as a greater military threat to the US. We may be looking at a deepening arms race that not only elevates US s…
3 years, 4 months ago