Podcast Episodes
Back to SearchConfluence of Ideas - The 2023 Geopolitical Outlook
Episode 142
Confluence’s Chief Market Strategist Bill O’Grady and Market Strategist Patrick Fearon-Hernandez discuss their geopolitical outlook for 2023. Topics …
3 years, 7 months ago
Asset Allocation Bi-Weekly - Forecasting Financial Stress (12/12/2022)
Episode 141
We can expect another interest rate hike by the Federal Reserve coming up soon, and a majority of market analysts agree it wont be the last one in th…
3 years, 7 months ago
Confluence of Ideas - The Business Cycle Report
Episode 140
Thomas Wash, Confluence Staff Economist, joins host Phil Adler in discussing the firm’s most recent Business Cycle Report. This report details the Co…
3 years, 7 months ago
Asset Allocation Bi-Weekly - The Impossible Trinity (11/14/2022)
Episode 139
The U.S. Dollar Index reached a 20-year high in September and current conditions appear to favor continued strength in the greenback against foreign …
3 years, 8 months ago
Bi-Weekly Geopolitical Report – Reflections on the 20th Party Congress (11/7/2022)
Episode 138
The latest Communist Party Congress in China provides fresh evidence that investors can no longer rely on the Chinese marketplace to boost the profit…
3 years, 8 months ago
Asset Allocation Bi-Weekly - The Inflation Adjustment for Social Security Benefits in 2023 (10/31/2022)
Episode 137
The Social Security cost of living adjustment for next year is the biggest increase in 40 years, at +8.7%. Confluence Market Strategist Patrick Fearo…
3 years, 8 months ago
Bi-Weekly Geopolitical Report – Defining Deglobalization (10/24/2022)
Episode 136
A deglobalized world in the months and years ahead will probably equate to increasing impediments to global trade, along with rising international te…
3 years, 8 months ago
Asset Allocation Bi-Weekly - An Update on Bonds (10/17/2022)
Episode 135
Where are bond yields headed? And what does this mean for bond investors? The yield on the benchmark 10-year Treasury has been rising as the Fed incr…
3 years, 9 months ago
Bi-Weekly Geopolitical Report – Europe's New, Right-Wing Leaders (10/10/2022)
Episode 134
The emergence of right-wing leaders in Great Britain and Italy adds a new layer of volatility and uncertainty to financial markets in Europe and arou…
3 years, 9 months ago
Asset Allocation Bi-Weekly - The Gold Paradox (10/3/2022)
Episode 133
Why is gold performance underwhelming in the face of high inflation? We're hearing this question from investors, so Confluence Chief Market Strategis…
3 years, 9 months ago