Confluence of Ideas - Reflections on Inflation

Bill O’Grady, Confluence’s Chief Market Strategist, sits down with Phil Adler to discuss the subtleties of inflation, specifically, an examination of inflation as the rate of change in a price index and how investors, consumers, and firms can be “fooled” into accepting modest rises in inflation that still reflect weaker purchasing power. This podcast expands upon a recent Asset Allocation Bi-Weekly report published on February 13, 2023.  

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).