Podcast Episodes
Back to SearchConfluence of Ideas - The US-China Balance of Power: Part II
Episode 62
Confluence Market Strategist Patrick Fearon-Hernandez authored a five-part series earlier this year on the balance of power between the US and China …
5 years, 2 months ago
Asset Allocation Weekly - 4/23/2021
Episode 61
Will rising rent and home prices impact CPI? Thomas Wash, Staff Economist, looks at how increasing housing costs will impact the Consumer Price Index.
5 years, 2 months ago
Asset Allocation Weekly - 4/16/2021
Episode 60
Should we be concerned with rising inflation? This week, Thomas Wash, Staff Economist, continues our recent focus on inflation with a discussion of r…
5 years, 3 months ago
Asset Allocation Weekly - 4/9/2021
Episode 59
Patrick Fearon-Hernandez, Market Strategist, focuses on the relationship between aging populations and future inflation.
5 years, 3 months ago
Confluence of Ideas - The US-China Balance of Power: Part I
Episode 58
Confluence Market Strategist Patrick Fearon-Hernandez recently authored a five-part series on the balance of power between the US and China. His repo…
5 years, 3 months ago
Asset Allocation Weekly - 3/26/2021
Episode 57
Why is gold weak, and do we still hold a favorable view? Bill O'Grady, Chief Market Strategist, focuses on the decline in gold prices over the past f…
5 years, 3 months ago
Asset Allocation Weekly - 3/19/2021
Episode 56
Why are 10-year Treasuries rising? Thomas Wash, Staff Economist, focuses on the recent increase in the 10-year Treasury yield, an event which the sto…
5 years, 4 months ago
Asset Allocation Weekly - 3/12/2021
Episode 55
What are the investment opportunities in Japanese stocks? Patrick Fearon-Hernandez, Market Strategist, discusses whether Japan is currently an attrac…
5 years, 4 months ago
Asset Allocation Weekly - 3/5/2021
Episode 54
Where are we in terms of our 2021 Outlook? The S&P 500 is already close to the forecast zone presented in our 2021 Outlook report. Bill O'Grady, Chie…
5 years, 4 months ago
Asset Allocation Weekly - 2/26/2021
Episode 53
What is the impact of higher bond yields? Bill O'Grady, Chief Market Strategist, looks at the latest inflation data.
5 years, 4 months ago