Podcast Episodes
Back to SearchAsset Allocation Weekly - 7/16/2021
Episode 72
How stable is the labor market? Thomas Wash, Staff Economist, looks at the current state of the labor market.
5 years ago
Asset Allocation Weekly - 7/9/2021
Episode 71
What do the Distributional Financial Accounts data tell us about the economy and financial system? As a follow-up to the Flow of Funds data, Bill O'G…
5 years ago
Confluence of Ideas - The Geopolitics of Taiwan and the Issue of Globalization
Episode 70
Chief Market Strategist Bill O’Grady and Market Strategist Patrick Fearon-Hernandez discuss the geopolitics of Taiwan and the risks to globalization …
5 years ago
Asset Allocation Weekly - 6/25/2021
Episode 69
What does the Flow of Funds data tell us about the economy and financial system? Bill O'Grady, Chief Market Strategist, looks at this latest report f…
5 years ago
Asset Allocation Weekly - 6/18/2021
Episode 68
How are "base effects" affecting today's economic and financial data? Patrick Fearon-Hernandez, Market Strategist, reviews what we mean when we talk …
5 years, 1 month ago
Asset Allocation Weekly - 6/11/2021
Episode 67
Should we be concerned with the rise in inflation expectations? Thomas Wash, Staff Economist, addresses the relationship between inflation expectatio…
5 years, 1 month ago
Asset Allocation Weekly - 5/28/2021
Episode 66
What is behind the recent rally in gold? Bill O'Grady, Chief Market Strategist, reviews the recent performance of gold prices and reasons for the pri…
5 years, 1 month ago
Asset Allocation Weekly - 5/21/2021
Episode 65
Why aren't people returning to the labor force? Thomas Wash, Staff Economist, looks at the labor shortage we're seeing in workplaces as the threat of…
5 years, 2 months ago
Asset Allocation Weekly - 5/14/2021
Episode 64
Is the Canadian housing market a bubble ready to pop? Patrick Fearon-Hernandez, Market Strategist, looks at the housing market in Canada and whether …
5 years, 2 months ago
Asset Allocation Weekly - 5/7/2021
Episode 63
How does the Confluence Asset Allocation Committee forecast? Bill O'Grady, Chief Market Strategist, discusses the process the Confluence asset alloca…
5 years, 2 months ago