Podcast Episodes
Back to SearchAsset Allocation Weekly - The Prices We Don’t See (10/1/2021)
Episode 82
We return to the subject of inflation this week. Staff Economist Thomas Wash looks at a more positive recent inflationary trend, month-over-month inf…
4 years, 9 months ago
Asset Allocation Weekly - The Supply Side Worry on Inflation (9/24/2021)
Episode 81
"Is it transitory?" This is the question we're hearing everywhere about inflation. Chief Market Strategist Bill O'Grady discusses whether we should w…
4 years, 9 months ago
Asset Allocation Weekly - Don’t Call It a Comeback! (9/17/2021)
Episode 80
The Federal Reserve is closely watching the labor force for clues on how quickly the economy is recovering as it considers its timetable for withdraw…
4 years, 10 months ago
Asset Allocation Weekly - Powell and Fed Independence (9/10/2021)
Episode 79
It appears likely that Jerome Powell will be nominated by President Biden to serve another term as Fed Chair, but that doesn't mean there isn't signi…
4 years, 10 months ago
Asset Allocation Weekly - This Recovery is Different (8/27/2021)
Episode 78
When will the Federal Reserve raise interest rates? The timing of Fed action will depend on how quickly America emerges from the pandemic-induced rec…
4 years, 10 months ago
Asset Allocation Weekly - The Impact of Older Americans on the Labor Market (8/20/2021)
Episode 77
How is the pandemic affecting the labor market? Chief Market Strategist Bill O'Grady discusses which effects represent a continuation, or acceleratio…
4 years, 11 months ago
Asset Allocation Weekly - Intellectual Property Takes Over Fixed Investment (8/13/2021)
Episode 76
What are the implications of growing intellectual property investment? Market Strategist Patrick Fearon-Hernandez focuses on the growing importance o…
4 years, 11 months ago
Asset Allocation Weekly - 8/6/2021
Episode 75
How does unified government affect long-duration bond yields? Bill O'Grady, Chief Market Strategist, examines the statistical evidence.
4 years, 11 months ago
Asset Allocation Weekly - 7/30/2021
Episode 74
Where are bond yields likely headed? Patrick Fearon-Hernandez, Market Strategist, looks at bond yields, focusing on the 10-year Treasury note.
4 years, 11 months ago
Asset Allocation Weekly - 7/23/2021
Episode 73
What are the implications for investors and for the world economy of high corporate debt in China? Patrick Fearon-Hernandez, Market Strategist, discu…
4 years, 11 months ago