Confluence Podcasts

The emergence of the COVID-19 variant, Omicron, appears to have changed inflation expectations at the Fed and gave financial markets quite a jolt as well when the news came out. Confluence Chief Market Strategist Bill O'Grady discusses what may be the reasoning behind Chair Powell's change of heart and the possible impact on investors.

What is Confluence Podcasts?

Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, as well as two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays).