Podcast Episodes
Back to SearchAsset Allocation Weekly - 2/19/2021
Episode 52
How bad was the jobs report? Thomas Wash, Staff Economist, looks at the January jobs report from the U.S. Labor Department, which generated lots of w…
5 years, 5 months ago
Asset Allocation Weekly - 2/12/2021
Episode 51
Is the Fed facing the Tinbergen problem? Bill O'Grady, Chief Market Strategist, looks at a challenge shaping up for the Federal Reserve known to econ…
5 years, 5 months ago
Confluence of Ideas - The 2021 Geopolitical Outlook
Episode 50
In mid-December, we published our geopolitical outlook for 2021. In this podcast episode, Phil Adler, our host, interviews Bill O’Grady and Patrick F…
5 years, 5 months ago
Asset Allocation Weekly - 2/5/2021
Episode 49
What is the situation in housing? Bill O'Grady, Chief Market Strategist, looks at the housing sector & the current state of housing in the U.S.
5 years, 5 months ago
Asset Allocation Weekly - 1/29/2021
Episode 48
What is the outlook for inflation? Bill O'Grady, Chief Market Strategist, discusses inflation expectations and what measures Confluence relies on whe…
5 years, 5 months ago
Asset Allocation Weekly - 1/22/2021
Episode 47
What will be Joe Biden's focus in his first term? Thomas Wash, Staff Economist, examines what economic statistics suggest might, or should, be the fo…
5 years, 5 months ago
Asset Allocation Weekly - 1/15/2021
Episode 46
What is the impact of currency debasement? Bill O'Grady, Chief Market Strategist, looks at the rare policy event of currency debasement.
5 years, 6 months ago
Asset Allocation Weekly - 12/18/2020
Episode 45
What is the relationship between retail money market levels and equities? Bill O'Grady, Chief Market Strategist, looks at the current level of assets…
5 years, 7 months ago
Asset Allocation Weekly - 12/11/2020
Episode 44
Bill O'Grady, Chief Market Strategist, explores the outlook for gold prices.
5 years, 7 months ago
Asset Allocation Weekly - 11/20/2020
Episode 43
How far will long-term Treasury rates rise? Bill O'Grady, Chief Market Strategist, looks at interest rates through the prism of long-term Treasury ra…
5 years, 8 months ago