Podcast Episodes
Back to SearchAsset Allocation Weekly - 7/20/2020
Episode 23
Where does the extra liquidity flow? Bill O'Grady, Chief Market Strategist, addresses this key inflation question, especially in light of the Fed's r…
6 years ago
Confluence of Ideas - The 2020 Election: Part II
Episode 20
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
Asset Allocation Weekly - 7/10/2020
Episode 21
What is the impact of inequality on monetary policy? Bill O'Grady, Chief Market Strategist, addresses this question, primarily regarding racial inequ…
6 years ago
Asset Allocation Weekly - 6/26/2020
Episode 19
Will the Fed implement negative interest rates? Bill O'Grady, Chief Market Strategist, examines whether this event may occur.
6 years ago
Confluence of Ideas - The 2020 Election: Part I
Episode 18
In our “2020 Geopolitical Outlook,” we named the 2020 U.S. election as a key event. Our recent five-part Weekly Geopolitical Report series, which co…
6 years ago
Confluence of Ideas - The Long-Term Effects of COVID-19
Episode 17
We continue to build on themes discussed in episode #11, “The Lessons of History,” in which we examined the effects of earlier pandemics. In this ep…
6 years, 1 month ago
Confluence of Ideas - The Lessons of History
Episode 16
This episode examines the economic, market and social effects of earlier pandemics. Although the Black Death is mentioned, we focus on relatively re…
6 years, 2 months ago
Confluence of Ideas - The 2020 Outlook Update
Episode 15
This episode discusses the two updates to our 2020 Outlook, in which we have moved from “storm watch” to “storm warning.” In the podcast, we note th…
6 years, 2 months ago
Confluence of Ideas - Our Asset Allocation Process
Episode 14
This episode discusses Confluence’s asset allocation process. In earlier episodes, Bill O’Grady examined the importance of process when investors are…
6 years, 4 months ago
Confluence of Ideas - 2020 Geopolitical Outlook
Episode 13
This episode discusses Confluence’s 2020 Geopolitical Outlook. We examine the U.S. 2020 elections, the situation in Iran, China’s debt, the impact o…
6 years, 4 months ago