Asset Allocation Bi-Weekly - Are Higher Interest Rates Bearish for Risk Assets? (7/17/2023)

Are higher interest rates bearish for risk assets? This may seem to be an easy question, but perhaps the answer is not so simple. Confluence Chief Market Strategist Bill O'Grady joins the podcast to broaden our perspective.

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).