Podcast Episodes
Back to SearchAsset Allocation Bi-Weekly - The Tale of Two Surveys (5/2/2022)
Episode 112
It makes sense that as consumers our expectations for the economy influence our current spending decisions; that's why investment strategists pay so …
4 years, 2 months ago
Bi-Weekly Geopolitical Report – The Russians Respond (4/25/2022)
Episode 111
Financial sanctions levied against Russia because of the Ukraine war included freezing Russia's holdings of dollars in foreign banks. This action may…
4 years, 2 months ago
Asset Allocation Bi-Weekly - The Bank of Japan Cocks the Trigger (4/18/2022)
Episode 110
While the U.S. Federal Reserve appears to be in the early stages of raising interest rates and shrinking its balance sheet with the goal of reining i…
4 years, 3 months ago
Bi-Weekly Geopolitical Report – The Bosnian Divide (4/11/2022)
Episode 109
While the Ukraine war gets the headlines, the next hotspot for confrontation between the West and Russia may be forming relatively unnoticed, at leas…
4 years, 3 months ago
Asset Allocation Bi-Weekly - Latin America's Day in the Sun (4/4/2022)
Episode 108
Investors looking for suitable investments in emerging markets might want to consider Latin America. Confluence Market Strategist Patrick Fearon-Hern…
4 years, 3 months ago
Bi-Weekly Geopolitical Report – The New Era of Higher Defense Budgets (3/28/2022)
Episode 107
The announcement by various countries that they'll bulk up defense spending in the wake of the Ukraine war has investment implications as well as geo…
4 years, 3 months ago
Confluence of Ideas - The 2022 Outlook: Update #1
Episode 106
Chief Market Strategist Bill O’Grady delves into the first update of Confluence Investment Management’s “2022 Outlook: The Year of Fat Tails.” The fo…
4 years, 3 months ago
Asset Allocation Bi-Weekly - A Commodity Update (3/21/2022)
Episode 105
Today, we discuss commodity prices. How does the recent price surge rate in historical terms, and is this time ominously different for consumers beca…
4 years, 4 months ago
Bi-Weekly Geopolitical Report – The Ukraine War and the Path of Globalization (3/14/2022)
Episode 104
How has the Ukraine war changed the investment environment and are these changes likely to be long-lasting or short-lived? Chief Market Strategist Bi…
4 years, 4 months ago
Asset Allocation Bi-Weekly - Believe It or Not, Fiscal Policy Is Tightening (3/7/2022)
Episode 103
The attention we pay to inflation these days may lead us to overlook other important economic information that builds the framework for successful in…
4 years, 4 months ago