Asset Allocation Weekly - 2/5/2021

Confluence Podcasts
05/02/2021 8 min Episodio 49
Asset Allocation Weekly - 2/5/2021

Listen "Asset Allocation Weekly - 2/5/2021"

Descargar episodio Ver en sitio original

Episode Synopsis


What is the situation in housing? Bill O'Grady, Chief Market Strategist, looks at the housing sector & the current state of housing in the U.S.

More episodes of the podcast Confluence Podcasts

The Confluence Mailbag – Escalation Dominance and the Costs of a Recession-Free World (11/5/25) 05/11/2025
Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q4 2025 03/11/2025
Asset Allocation Bi-Weekly – When the Financial System Finds a Cockroach (11/3/25) 03/11/2025
Bi-Weekly Geopolitical Report – China's Rising Power and the Implications for US Hegemony (10/27/2025) 27/10/2025
Asset Allocation Bi-Weekly – The Debasement Hedge: A Tale of Two Safeties (10/20/25) 20/10/2025
Bi-Weekly Geopolitical Report – Why the US Is Offering to Bail Out Argentina (10/13/2025) 13/10/2025
The Confluence Mailbag – Dollar Dynamics & the Future of Fed Independence (10/7/25) 07/10/2025
Asset Allocation Bi-Weekly – The AI Arms Race: Navigating the Divide Between Promise and Profit (10/6/25) 06/10/2025
Bi-Weekly Geopolitical Report – US Influence on the Wane: New Evidence (9/29/2025) 29/09/2025
Asset Allocation Bi-Weekly – Stopping the Bond Vigilante: How Fiscal Dominance Is Reshaping Global Markets (9/22/25) 22/09/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA