Chief Market Strategist Bill O’Grady delves into the first update of Confluence Investment Management’s “2022 Outlook: The Year of Fat Tails.” The focus of the discussion is on the hawkish adjustment to monetary policy and four scenarios for the path of policy.

Confluence of Ideas - The 2022 Outlook: Update #1

Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays), and a new monthly Q&A format called the Confluence Mailbag.

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Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays), and a new monthly Q&amp;A format called the Confluence Mailbag.

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Confluence of Ideas - The 2022 Outlook: Update #1

Confluence of Ideas - The 2022 Outlook: Update #1

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