Podcast Episodes
Back to SearchAsset Allocation Weekly - 9/4/2020
Episode 32
What is the impact of household debt service on discretionary income? Patrick Fearon-Hernandez, Market Strategist, looks at how debt levels are impac…
5 years, 10 months ago
Asset Allocation Weekly - 8/28/2020
Episode 31
Is the additional unemployment insurance reducing employment? Thomas Wash, Staff Economist, explores how the federal government's additional weekly b…
5 years, 10 months ago
Confluence of Ideas - The Dollar and the Eurobond
Episode 29
Although the dollar remains the global reserve currency, there is widespread dissatisfaction with the role. On the domestic front, the dollar’s role …
5 years, 10 months ago
Asset Allocation Weekly - 8/21/2020
Episode 30
How are money market funds acting? Bill O'Grady, Chief Market Strategist, addresses the level of cash in retail money market funds.
5 years, 11 months ago
Asset Allocation Weekly - 8/14/2020
Episode 28
What is behind the historic strength in gold prices? Bill O'Grady, Chief Market Strategist, addresses the issue of strong gold prices.
5 years, 11 months ago
Confluence of Ideas - The Q3 2020 Asset Allocation Update
Episode 27
Join Greg Ellston, Confluence Investment Management’s CIO of Asset Allocation, for a discussion of this quarter’s outlook and changes to the Asset Al…
5 years, 11 months ago
Asset Allocation Weekly - 8/7/2020
Episode 26
What is the risk if state and local governments have to cut spending? Patrick Fearon-Hernandez, Market Strategist, discusses how the coronavirus cris…
5 years, 11 months ago
Asset Allocation Weekly - 7/31/2020
Episode 25
How is the pandemic affecting the labor market? Bill O'Grady, Chief Market Strategist, discusses the pandemic's impact on the labor market, focusing …
5 years, 11 months ago
Asset Allocation Weekly - 7/24/2020
Episode 24
Is the Federal Reserve tightening policy? Bill O'Grady, Chief Market Strategist, addresses this question and discusses whether there is evidence to i…
5 years, 11 months ago
Confluence of Ideas - The 2020 Election: Part III
Episode 22
In our “2020 Geopolitical Outlook,” we named the 2020 U.S. election as a key event. Our recent five-part Weekly Geopolitical Report series examined t…
6 years ago