EPISODE · Mar 8, 2023 · 14 MIN
Confluence of Ideas - Reflections on Inflation
from Confluence Podcasts · host Confluence Investment Management
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 this episode covers
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.
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Confluence of Ideas - Reflections on Inflation
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