Shows
Confluence PodcastsConfluence of Ideas – Reviewing the Asset Allocation Rebalance: Q3 2025In this episode, Confluence reviews the Asset Allocation rebalance for the third quarter of 2025, featuring a brief economic analysis and insights on asset class and security selection for the firm’s Asset Allocation portfolios. Joining the podcast to recap the rationale for this quarter's changes is Kaisa Stucke, analyst and chair of the Asset Allocation Committee's quarterly investment meetings.2025-07-2813 min
Confluence PodcastsConfluence of Ideas – Reviewing the Asset Allocation Rebalance: Q2 2025In this episode, Confluence reviews the Asset Allocation rebalance for the second quarter of 2025, featuring a brief economic analysis and insights on asset class and security selection for the firm’s Asset Allocation portfolios. Joining the podcast to recap the rationale for this quarter's changes is Kaisa Stucke, analyst and chair of the Asset Allocation Committee's quarterly investment meetings.2025-05-1410 min
Confluence PodcastsConfluence of Ideas – Reviewing the Asset Allocation Rebalance: Q1 2025In this episode, Confluence reviews the Asset Allocation rebalance for the first quarter of 2025, featuring a brief economic analysis and insights on asset class and security selection for the firm’s Asset Allocation portfolios. Joining the podcast to recap the rationale for this quarter's changes is Kaisa Stucke, analyst and chair of the Asset Allocation Committee's quarterly investment meetings.2025-02-1211 min
Confluence PodcastsConfluence of Ideas – Reviewing the Asset Allocation Rebalance: Q4 2024In this episode, Confluence reviews the Asset Allocation rebalance for the fourth quarter of 2024, featuring a brief economic analysis and insights on asset class and security selection for the firm’s Asset Allocation portfolios. Joining the podcast to recap the rationale for this quarter's changes is Kaisa Stucke, analyst and chair of the Asset Allocation Committee's quarterly investment meetings.2024-11-1111 min
Confluence PodcastsConfluence of Ideas – Reviewing the Asset Allocation Rebalance: Q3 2024In this episode, Confluence reviews the Asset Allocation rebalance for the third quarter of 2024, featuring a brief economic analysis and insights on asset class and security selection for the firm’s Asset Allocation portfolios. Kaisa Stucke, analyst and chair of the Asset Allocation Committee's quarterly investment meetings, takes listeners through the investment team's decisions. 2024-09-1114 minConfluence PodcastsConfluence of Ideas - Reviewing the Asset Allocation Rebalance: Q2 2024In this episode, Confluence reviews the Asset Allocation rebalance for the second quarter of 2024, featuring a brief economic analysis and insights on asset class and security selection for the firm’s Asset Allocation portfolios. Joining the podcast for this recap is Kaisa Stucke, analyst and chair of the Asset Allocation Committee.2024-05-0812 minConfluence PodcastsConfluence of Ideas - Reviewing the Asset Allocation Rebalance: Q1 2024In this episode, Confluence reviews the Asset Allocation rebalance for the first quarter of 2024, featuring a brief economic analysis and insights on asset class and security selection for the firm’s Asset Allocation portfolios. Joining the podcast for this recap is Kaisa Stucke, analyst and chair of the Asset Allocation Committee.2024-02-1310 minConfluence PodcastsQ1 2016 Asset Allocation Rebalancing RecapBill O'Grady and Kaisa Stucke discuss the Q1 2016 Asset Allocation rebalancing.2016-01-2216 minConfluence PodcastsGeopolitical Outlook 2016 Part 2Bill O'Grady and Kaisa Stucke discuss two of the five topics for our 2016 outlook. (Part 2)2015-12-3025 minConfluence PodcastsGeopolitical Outlook 2016Bill O'Grady and Kaisa Stucke discuss two of the five topics for our 2016 outlook.2015-12-2413 minConfluence PodcastsThe State of the EconomyMark Keller, Bill O'Grady and Kaisa Stucke host Confluence's inaugural podcast. They discuss the state of the economy and whether there will be a return to trend or a continuation of slow growth.2015-06-0814 minConfluence PodcastsInside Baseball at the FedMark Keller, Bill O'Grady and Kaisa Stucke look at the divergence of opinions among the doves on the FOMC.2015-06-0815 min