Podcast Episodes
Back to SearchBi-Weekly Geopolitical Report – The Turkish Experiment (2/28/2022)
Episode 102
Confluence's published geopolitical report this week looks at what appears to be an unusual economic experiment going on in Turkey: President Erdogan…
4 years, 4 months ago
Asset Allocation Bi-Weekly - The U.S. Trade Deficit and Global Prices (2/22/2022)
Episode 101
The shape of the U.S. economy is dominated these days by what appear to be pandemic-related distortions. Chief Market Strategist Bill O'Grady discuss…
4 years, 5 months ago
Bi-Weekly Geopolitical Report – Ukraine: Key Questions (2/14/2022)
Episode 100
The latest geopolitical report from Confluence addressed some of the key questions regarding Ukraine, including the possible impact on investments. C…
4 years, 5 months ago
Asset Allocation Bi-Weekly - Gold: An Update of Current Conditions (2/7/2022)
Episode 99
Recent volatility in financial markets and persistent geopolitical risks create an opportunity for a fresh look at gold prices. Confluence Chief Mark…
4 years, 5 months ago
Bi-Weekly Geopolitical Report – Two Power Plays in Kazakhstan (1/31/2022)
Episode 98
While the West has been focused on the Russian threat to invade Ukraine and expand its sphere of influence there, recent developments in another form…
4 years, 5 months ago
Asset Allocation Bi-Weekly - Real Income versus the Wealth Effect; What is Driving Consumption? (1/24/2022)
Episode 97
Will consumers keep consuming enough to sustain economic growth if interest rates rise? The answer might begin to emerge as we explore a separate que…
4 years, 5 months ago
Confluence of Ideas - The 2022 Outlook
Episode 96
Chief Market Strategist Bill O’Grady joins host Phil Adler to explore the highlights from Confluence Investment Management’s “2022 Outlook: The Year …
4 years, 6 months ago
Bi-Weekly Geopolitical Report – What Would a U.S.-China War Look Like? (1/18/2022)
Episode 95
We’ve written extensively about the worsening geopolitical tensions between the United States and China, which have already affected investors. In ou…
4 years, 6 months ago
Asset Allocation Bi-Weekly - The Path of Monetary Policy (1/10/2022)
Episode 94
When will the Federal Reserve begin a much-anticipated series of rate hikes in order to tame inflation? Many, if not most, market analysts are predic…
4 years, 6 months ago
Asset Allocation Weekly - What's Causing the Yield Curve to Flatten? (12/17/2021)
Episode 93
What's causing it and should we be worried? Market Strategist Patrick Fearon-Hernandez takes a look at the flattening bond yield curve and explains h…
4 years, 7 months ago