Podcast Episodes

Confluence of Ideas - Storm Watch

Episode 12

This seventh episode discusses Confluence’s 2020 Outlook, which is titled “Storm Watch.” We explain the key points of our outlook, including three fa…

6 years, 5 months ago

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Confluence of Ideas - Process is King

Episode 11

This episode takes our discussion of process from the previous episode and shows how it works at Confluence. Financial decisions exist in a milieu o…

6 years, 6 months ago

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Confluence of Ideas - Arriving at Decisions

Episode 10

This episode examines the issue of making decisions under conditions of uncertainty. There are some situations of pure luck, like lotteries. There ar…

6 years, 7 months ago

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Confluence of Ideas - Equality & Efficiency

Episode 9

In this episode, we explain the equality/efficiency cycle, which is based on the seminal work of the economist Arthur Okun and the cycle work of Pete…

6 years, 7 months ago

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Confluence of Ideas - Hegemonic Stability Theory: Part III

Episode 8

This third episode of the series concludes the overview of Hegemonic Stability Theory and U.S. hegemony with an examination of the financial elements…

6 years, 8 months ago

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Confluence of Ideas - Hegemonic Stability Theory: Part II

Episode 7

Confluence’s Chief Market Strategist Bill O’Grady continues the discussion on Hegemonic Stability Theory and the unique aspects of American Hegemony.

6 years, 8 months ago

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Confluence of Ideas - Hegemonic Stability Theory: Part I

Episode 6

Confluence’s Chief Market Strategist Bill O’Grady discusses the origins, the roles, and the world affairs of Hegemonic Stability Theory.

6 years, 9 months ago

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Q1 2016 Asset Allocation Rebalancing Recap

Episode 1

Bill O'Grady and Kaisa Stucke discuss the Q1 2016 Asset Allocation rebalancing.

10 years, 5 months ago

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Geopolitical Outlook 2016 Part 2

Episode 2

Bill O'Grady and Kaisa Stucke discuss two of the five topics for our 2016 outlook. (Part 2)

10 years, 6 months ago

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Geopolitical Outlook 2016

Episode 3

Bill O'Grady and Kaisa Stucke discuss two of the five topics for our 2016 outlook.

10 years, 6 months ago

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