Podcast Episodes
Back to SearchBi-Weekly Geopolitical Report – Updates on Russia-Ukraine and Armenia-Azerbaijan (9/26/2022)
Episode 132
Recent dramatic and surprising gains by Ukraine in its war with Russia have brought political and investment implications. Confluence Chief Market St…
3 years, 9 months ago
Asset Allocation Bi-Weekly - The Federal Reserve's Big Policy Mistake (9/19/2022)
Episode 131
The Federal Reserve has made no secret of its intent to curb inflation by means of interest rate hikes, even if economic pain is the result. The Fed'…
3 years, 10 months ago
Asset Allocation Bi-Weekly - Storm Warning (9/6/2022)
Episode 130
Recession fears can greatly impact investments, so it makes sense that financial markets are focused today on when, and if, a recession might occur. …
3 years, 10 months ago
Bi-Weekly Geopolitical Report – Agricultural Commodities in the Evolving Geopolitical Blocs (8/29/2022)
Episode 129
Might food be weaponized in a deglobalized world with at least two sharply divided political and economic groupings, one dominated by the U.S. and th…
3 years, 10 months ago
Asset Allocation Bi-Weekly - The Inflation Surprise (8/22/2022)
Episode 128
When the July Consumer Price Index was released earlier this month, the stock market rallied on hopes that inflation has peaked and the Fed might be …
3 years, 11 months ago
Bi-Weekly Geopolitical Report – The End of the World is Just the Beginning: A Book Review (8/15/2022)
Episode 127
We return to a theme familiar to anyone who has been listening to us for a while--the decline of globalization and the implications for investors. Th…
3 years, 11 months ago
Confluence of Ideas - The 2022 Outlook: Update #2
Episode 126
Bill O’Grady, Chief Market Strategist, joins host Phil Adler in looking at the second update of Confluence Investment Management’s “2022 Outlook: The…
3 years, 11 months ago
Asset Allocation Bi-Weekly - The Devil Is in the Details (8/8/2022)
Episode 125
What do current levels of household debt portend for the economy and for investors? Confluence Chief Market Strategist Bill O'Grady joins us to discu…
3 years, 11 months ago
Bi-Weekly Geopolitical Report – Political Crises for Top U.S. Allies (8/1/2022)
Episode 124
The investment world seems more unstable these days as COVID and the Ukraine war are causing major shifts in economies and contributing to political …
3 years, 11 months ago
Asset Allocation Bi-Weekly - The Puzzle of the Labor Force (7/25/2022)
Episode 123
For most of us, the current state of the economy is a huge factor in our investment decisions, but correctly parsing the economic data can be challen…
3 years, 11 months ago