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Confluence of Ideas – The Case for Hard Assets: An Update for 2026 (3/17/26) episode artwork

EPISODE · Mar 17, 2026 · 16 MIN

Confluence of Ideas – The Case for Hard Assets: An Update for 2026 (3/17/26)

from Confluence Podcasts · host Confluence Investment Management

Now is a great time to revisit the Case for Hard Assets, an investment area that’s drawing considerable interest these days. Confluence Advisory Director of Market Strategy Bill O’Grady draws on his deep expertise in commodities to explain the asset class and the firm’s Global Hard Assets strategy. He outlines the investment team’s macro-driven decision‑making process, offers insight into the current portfolio, and shares his outlook for the asset class, highlighting the key factors driving renewed appeal for hard assets in today’s market environment.

What this episode covers

Now is a great time to revisit the Case for Hard Assets, an investment area that’s drawing considerable interest these days. Confluence Advisory Director of Market Strategy Bill O’Grady draws on his deep expertise in commodities to explain the asset class and the firm’s Global Hard Assets strategy. He outlines the investment team’s macro-driven decision‑making process, offers insight into the current portfolio, and shares his outlook for the asset class, highlighting the key factors driving renewed appeal for hard assets in today’s market environment.

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Confluence of Ideas – The Case for Hard Assets: An Update for 2026 (3/17/26)

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Frequently Asked Questions

How long is this episode of Confluence Podcasts?

This episode is 16 minutes long.

When was this Confluence Podcasts episode published?

This episode was published on March 17, 2026.

What is this episode about?

Now is a great time to revisit the Case for Hard Assets, an investment area that’s drawing considerable interest these days. Confluence Advisory Director of Market Strategy Bill O’Grady draws on his deep expertise in commodities to explain the asset...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Confluence Podcasts episode?

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