85 episodes

Podcasts from Confluence Investment Management LLC, featuring the Confluence of Ideas series and the Asset Allocation Weekly

Confluence Podcasts Confluence Investment Management

    • Business
    • 4.9 • 21 Ratings

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)

    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.

    • 9 min
    Asset Allocation Weekly - Globalization Isn’t What It Used to Be (10/15/2021)

    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.

    • 7 min
    Asset Allocation Weekly - Has Bitcoin Become a Substitute for Gold? (10/8/2021)

    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.

    • 10 min
    Asset Allocation Weekly - The Prices We Don’t See (10/1/2021)

    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.

    • 7 min
    Asset Allocation Weekly - The Supply Side Worry on Inflation (9/24/2021)

    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.

    • 13 min
    Asset Allocation Weekly - Don’t Call It a Comeback! (9/17/2021)

    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.

    • 6 min

Customer Reviews

4.9 out of 5
21 Ratings

21 Ratings

Marv1226 ,

Wicked Smart

Probably the smartest group of Analysts and managers available. They offer all research for free. Feel blessed to have them managing part of my assets. Not flashy but consistent, Enough skepticism to allow me to sleep at night.

johnny.zim ,

The best!!!

I’ve been following the confluence investment team from their website for over 3 years now. For the very best on geopolitics, history & economics , look no further. I’m glad the podcasts are back !!

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