Podcasts from Confluence Investment Management LLC, featuring the Confluence of Ideas series and the Asset Allocation Weekly
Asset Allocation Weekly - The Inflation Adjustment for Social Security Benefits in 2022 (10/22/2021)
Social security recipients will be getting a raise next year: cost of living adjustment (COLA) announced by the federal government is 5.9%. Patrick Fearon-Hernandez, Market Strategist, discusses how the social security COLA impacts the economy and how it compares to other years.
Asset Allocation Weekly - Globalization Isn’t What It Used to Be (10/15/2021)
The pandemic has shown that globalization is ill-suited to deal with global supply shocks. In this week's episode, Thomas Wash, Staff Economist, elaborates on the supply chain breakdown and explores the impact on inflation and the dilemma it poses for the Federal Reserve.
Asset Allocation Weekly - Has Bitcoin Become a Substitute for Gold? (10/8/2021)
Has Bitcoin become a substitute for gold, and is there a fit for Bitcoin within a risk-sensitive investment portfolio? Patrick Fearon-Hernandez, Market Strategist, addresses these questions by taking a statistical approach.
Asset Allocation Weekly - The Prices We Don’t See (10/1/2021)
We return to the subject of inflation this week. Thomas Wash, Staff Economist, looks at a more positive recent inflationary trend, month-over-month inflation numbers, and what these figures can tell us about the strength and staying power of inflation that we don't get from the year-over-year numbers.
Asset Allocation Weekly - The Supply Side Worry on Inflation (9/24/2021)
"Is it transitory?" This is the question we're hearing everywhere about inflation. Bill O'Grady, Chief Market Strategist, discusses whether we should worry that the inflation we're experiencing today will last even when the pandemic diminishes.
Asset Allocation Weekly - Don’t Call It a Comeback! (9/17/2021)
The Federal Reserve is closely watching the labor force for clues on how quickly the economy is recovering as it considers its timetable for withdrawing stimulus and eventually raising rates. Thomas Wash, Staff Economist, discusses the size of the workforce and how quickly workers are reentering the jobs market now that enhanced unemployment benefits have expired.
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