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• Keller Quarterly
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• Asset Allocation Reports
  • Asset Allocation Bi-Weekly - #93 "The Importance of the Policy Mix" (Posted 3/13/23)
  • Asset Allocation Bi-Weekly - #92 "Federal Reserve Policymakers in 2023: Hawks or Doves?" (Posted 2/27/23)
  • Asset Allocation Bi-Weekly - #91 "Secular Trends In Bond Yields" (Posted 2/3/23)
  • Asset Allocation Bi-Weekly - #90 "The Master of Surprise" (Posted 1/20/23)
  • Asset Allocation Bi-Weekly - #89 "Forecasting Financial Stress" (Posted 12/12/22)
  • Asset Allocation Bi-Weekly - #88 "The Impossible Trinity" (Posted 11/14/22)
  • Asset Allocation Bi-Weekly - #87 "The Inflation Adjustment for Social Security Benefits in 2023" (Posted 10/31/22)
  • Asset Allocation Bi-Weekly - #86 "An Update on Bonds" (Posted 10/17/22)
  • Asset Allocation Bi-Weekly - #85 "The Gold Paradox" (Posted 10/3/22)
  • Asset Allocation Bi-Weekly - #84 "The Federal Reserve's Big Policy Mistake" (Posted 9/19/22)
  • Asset Allocation Bi-Weekly - #83 "Storm Warning" (Posted 9/6/22)
  • Asset Allocation Bi-Weekly - #82 "The Inflation Surprise" (Posted 8/22/22)
  • Asset Allocation Bi-Weekly - #81 "The Devil Is in the Details" (Posted 8/8/22)
  • Asset Allocation Bi-Weekly - #80 "The Puzzle of the Labor Force" (Posted 7/25/22)
  • Asset Allocation Bi-Weekly - #79 "The ECB Dilemma" (Posted 7/11/22)
  • Asset Allocation Bi-Weekly - #78 "The Selling of Austerity" (Posted 6/27/22)
  • Asset Allocation Bi-Weekly - #77 "Homebuilders Versus Apartment Builders" (Posted 6/13/22)
  • Asset Allocation Bi-Weekly - #76 "The Problem of Financial Conditions" (Posted 5/31/22)
  • Asset Allocation Bi-Weekly - #75 "The FOMC Speaks" (Posted 5/16/22)
  • Asset Allocation Bi-Weekly - #74 "The Tale of Two Surveys" (Posted 5/2/22)
  • Asset Allocation Bi-Weekly - #73 "The Bank of Japan Cocks the Trigger" (Posted 4/18/22)
  • Asset Allocation Bi-Weekly - #72 "Latin America's Day in the Sun" (Posted 4/4/22)
  • Asset Allocation Bi-Weekly - #71 "A Commodity Update" (Posted 3/21/22)
  • Asset Allocation Bi-Weekly - #70 "Believe It or Not, Fiscal Policy Is Tightening" (Posted 3/7/22)
  • Asset Allocation Bi-Weekly - #69 "The U.S. Trade Deficit and Global Prices" (Posted 2/22/22)
  • Asset Allocation Bi-Weekly - #68 "Gold: An Update of Current Conditions" (Posted 2/7/22)
  • Asset Allocation Bi-Weekly - #67 "Real Income versus the Wealth Effect; What is Driving Consumption?" (Posted 1/24/22)
  • Asset Allocation Bi-Weekly - #66 "The Path of Monetary Policy" (Posted 1/10/22)
  • Asset Allocation Weekly - #65 "What's Causing the Yield Curve to Flatten?" (Posted 12/17/21)
  • Asset Allocation Weekly - #64 "The Omicron Problem" (Posted 12/10/21)
  • Asset Allocation Weekly - #63 "An Update on Gold" (Posted 12/3/21)
  • Asset Allocation Weekly - #62 "The Composition of the FOMC" (Posted 11/19/21)
  • Asset Allocation Weekly - #61 "The Citigroup Economic Surprise Index & Bond Yields" (Posted 11/12/21)
  • Asset Allocation Weekly - #60 "Is Monetary Policy Affected by Financial Markets?" (Posted 11/5/21)
  • Asset Allocation Weekly - #59 "The Debt Ceiling & the Platinum Coin" (Posted 10/29/21)
  • Asset Allocation Weekly - #58 "The Inflation Adjustment for Social Security Benefits in 2022" (Posted 10/22/21)
  • Asset Allocation Weekly - #57 "Globalization Isn’t What It Used to Be" (Posted 10/15/21)
  • Asset Allocation Weekly - #56 "Has Bitcoin Become a Substitute for Gold?" (Posted 10/8/21)
  • Asset Allocation Weekly - #55 "The Prices We Don’t See" (Posted 10/1/21)
  • Asset Allocation Weekly - #54 "The Supply Side Worry on Inflation" (Posted 9/24/21)
  • Asset Allocation Weekly - #53 "Don’t Call It a Comeback!" (Posted 9/17/21)
  • Asset Allocation Weekly - #52 "Powell & Fed Independence" (Posted 9/10/21)
  • Asset Allocation Weekly - #51 "This Recovery is Different" (Posted 8/27/21)
  • Asset Allocation Weekly - #50 "The Impact of Older Americans on the Labor Market" (Posted 8/20/21)
  • Asset Allocation Weekly - #49 "Intellectual Property Takes Over Fixed Investment" (Posted 8/13/21)
  • Asset Allocation Weekly - #48 (Posted 8/6/21)
  • Asset Allocation Weekly - #47 (Posted 7/30/21)
  • Asset Allocation Weekly - #46 (Posted 7/23/21)
  • Asset Allocation Weekly - #45 (Posted 7/16/21)
  • Asset Allocation Weekly - #44 (Posted 7/9/21)
  • Asset Allocation Weekly - #43 (Posted 6/25/21)
  • Asset Allocation Weekly - #42 (Posted 6/18/21)
  • Asset Allocation Weekly - #41 (Posted 6/11/21)
  • Asset Allocation Weekly - #40 (Posted 5/28/21)
  • Asset Allocation Weekly - #39 (Posted 5/21/21)
  • Asset Allocation Weekly - #38 (Posted 5/14/21)
  • Asset Allocation Weekly - #37 (Posted 5/7/21)
  • Asset Allocation Weekly - #36 (Posted 4/23/21)
  • Asset Allocation Weekly - #35 (Posted 4/16/21)
  • Asset Allocation Weekly - #34 (Posted 4/9/21)
  • Asset Allocation Weekly - #33 (Posted 3/26/21)
  • Asset Allocation Weekly - #32 (Posted 3/19/21)
  • Asset Allocation Weekly - #31 (Posted 3/12/21)
  • Asset Allocation Weekly - #30 (Posted 3/5/21)
  • Asset Allocation Weekly - #29 (Posted 2/26/21)
  • Asset Allocation Weekly - #28 (Posted 2/19/21)
  • Asset Allocation Weekly - #27 (Posted 2/12/21)
  • Asset Allocation Weekly - #26 (Posted 2/5/21)
  • Asset Allocation Weekly - #25 (Posted 1/29/21)
  • Asset Allocation Weekly - #24 (Posted 1/22/21)
  • Asset Allocation Weekly - #23 (Posted 1/15/21)
  • Asset Allocation Weekly - #22 (Posted 12/18/20)
  • Asset Allocation Weekly - #21 (Posted 12/11/20)
  • Asset Allocation Weekly - #20 (Posted 11/20/20)
  • Asset Allocation Weekly - #19 (Posted 11/13/20)
  • Asset Allocation Weekly - #18 (Posted 11/6/20)
  • Asset Allocation Weekly - #17 (Posted 10/30/20)
  • Asset Allocation Weekly - #16 (Posted 10/23/20)
  • Asset Allocation Weekly - #15 (Posted 10/16/20)
  • Asset Allocation Weekly - #14 (Posted 10/9/20)
  • Asset Allocation Weekly - #13 (Posted 10/2/20)
  • Asset Allocation Weekly - #12 (Posted 9/25/20)
  • Asset Allocation Weekly - #11 (Posted 9/18/20)
  • Asset Allocation Weekly - #10 (Posted 9/4/20)
  • Asset Allocation Weekly - #9 (Posted 8/28/20)
  • Asset Allocation Weekly - #8 (Posted 8/21/20)
  • Asset Allocation Weekly - #7 (Posted 8/14/20)
  • Asset Allocation Weekly - #6 (Posted 8/7/20)
  • Asset Allocation Weekly - #5 (Posted 7/31/20)
  • Asset Allocation Weekly - #4 (Posted 7/24/20)
  • Asset Allocation Weekly - #3 (Posted 7/20/20)
  • Asset Allocation Weekly - #2 (Posted 7/10/20)
  • Asset Allocation Weekly - #1 (Posted 6/26/20)
  • Asset Allocation Quarterly
    • Asset Allocation Quarterly (First Quarter 2023)
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    • Asset Allocation Quarterly (First Quarter 2022)
    • Asset Allocation Quarterly (Fourth Quarter 2021)
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    • Asset Allocation Quarterly (Second Quarter 2021)
    • Asset Allocation Quarterly (First Quarter 2021)
    • Asset Allocation Quarterly (Fourth Quarter 2020)
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    • Asset Allocation Quarterly (Fourth Quarter 2019)
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    • Asset Allocation Quarterly (First Quarter 2019)
    • Asset Allocation Quarterly (Fourth Quarter 2018)
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    • Asset Allocation Quarterly (First Quarter 2018)
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    • Asset Allocation Quarterly (Fourth Quarter 2016)
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  • Asset Allocation Bi-Weekly Podcast
    • Asset Allocation Bi-Weekly - #93 "The Importance of the Policy Mix" (Posted 3/13/23)
    • Asset Allocation Bi-Weekly - #92 "Federal Reserve Policymakers in 2023: Hawks or Doves?" (Posted 2/27/23)
    • Asset Allocation Bi-Weekly - #91 "Secular Trends In Bond Yields" (Posted 2/3/23)
    • Asset Allocation Bi-Weekly - #90 "The Master of Surprise" (Posted 1/20/23)
    • Asset Allocation Bi-Weekly - #89 "Forecasting Financial Stress" (Posted 12/12/22)
    • Asset Allocation Bi-Weekly - #88 "The Impossible Trinity" (Posted 11/14/22)
    • Asset Allocation Bi-Weekly - #87 "The Inflation Adjustment for Social Security Benefits in 2023" (Posted 10/31/22)
    • Asset Allocation Bi-Weekly - #86 "An Update on Bonds" (Posted 10/17/22)
    • Asset Allocation Bi-Weekly - #85 "The Gold Paradox" (Posted 10/3/22)
    • Asset Allocation Bi-Weekly - #84 "The Federal Reserve's Big Policy Mistake" (Posted 9/19/22)
    • Asset Allocation Bi-Weekly - #83 "Storm Warning" (Posted 9/6/22)
    • Asset Allocation Bi-Weekly - #82 "The Inflation Surprise" (Posted 8/22/22)
    • Asset Allocation Bi-Weekly - #81 "The Devil Is in the Details" (Posted 8/8/22)
    • Asset Allocation Bi-Weekly - #80 "The Puzzle of the Labor Force" (Posted 7/25/22)
    • Asset Allocation Bi-Weekly - #79 "The ECB Dilemma" (Posted 7/11/22)
    • Asset Allocation Bi-Weekly - #78 "The Selling of Austerity" (Posted 6/27/22)
    • Asset Allocation Bi-Weekly - #77 "Homebuilders Versus Apartment Builders" (Posted 6/13/22)
    • Asset Allocation Bi-Weekly - #76 "The Problem of Financial Conditions" (Posted 5/31/22)
    • Asset Allocation Bi-Weekly - #75 "The FOMC Speaks" (Posted 5/16/22)
    • Asset Allocation Bi-Weekly - #74 "The Tale of Two Surveys" (Posted 5/2/22)
    • Asset Allocation Bi-Weekly - #73 "The Bank of Japan Cocks the Trigger" (Posted 4/18/22)
    • Asset Allocation Bi-Weekly - #72 "Latin America's Day in the Sun" (Posted 4/4/22)
    • Asset Allocation Bi-Weekly - #71 "A Commodity Update" (Posted 3/21/22)
    • Asset Allocation Bi-Weekly - #70 "Believe It or Not, Fiscal Policy Is Tightening" (Posted 3/7/22)
    • Asset Allocation Bi-Weekly - #69 "The U.S. Trade Deficit and Global Prices" (Posted 2/22/22)
    • Asset Allocation Bi-Weekly - #68 "Gold: An Update of Current Conditions" (Posted 2/7/22)
    • Asset Allocation Bi-Weekly - #67 "Real Income versus the Wealth Effect; What is Driving Consumption?" (Posted 1/24/22)
    • Asset Allocation Bi-Weekly - #66 "The Path of Monetary Policy" (Posted 1/10/22)
    • Asset Allocation Weekly - #65 "What's Causing the Yield Curve to Flatten?" (Posted 12/17/21)
    • Asset Allocation Weekly - #64 "The Omicron Problem" (Posted 12/10/21)
    • Asset Allocation Weekly - #63 "An Update on Gold" (Posted 12/3/21)
    • Asset Allocation Weekly - #62 "The Composition of the FOMC" (Posted 11/19/21)
    • Asset Allocation Weekly - #61 "The Citigroup Economic Surprise Index & Bond Yields" (Posted 11/12/21)
    • Asset Allocation Weekly - #60 "Is Monetary Policy Affected by Financial Markets?" (Posted 11/5/21)
    • Asset Allocation Weekly - #59 "The Debt Ceiling & the Platinum Coin" (Posted 10/29/21)
    • Asset Allocation Weekly - #58 "The Inflation Adjustment for Social Security Benefits in 2022" (Posted 10/22/21)
    • Asset Allocation Weekly - #57 "Globalization Isn’t What It Used to Be" (Posted 10/15/21)
    • Asset Allocation Weekly - #56 "Has Bitcoin Become a Substitute for Gold?" (Posted 10/8/21)
    • Asset Allocation Weekly - #55 "The Prices We Don’t See" (Posted 10/1/21)
    • Asset Allocation Weekly - #54 "The Supply Side Worry on Inflation" (Posted 9/24/21)
    • Asset Allocation Weekly - #53 "Don’t Call It a Comeback!" (Posted 9/17/21)
    • Asset Allocation Weekly - #52 "Powell & Fed Independence" (Posted 9/10/21)
    • Asset Allocation Weekly - #51 "This Recovery is Different" (Posted 8/27/21)
    • Asset Allocation Weekly - #50 "The Impact of Older Americans on the Labor Market" (Posted 8/20/21)
    • Asset Allocation Weekly - #49 "Intellectual Property Takes Over Fixed Investment" (Posted 8/13/21)
    • Asset Allocation Weekly - #48 (Posted 8/6/21)
    • Asset Allocation Weekly - #47 (Posted 7/30/21)
    • Asset Allocation Weekly - #46 (Posted 7/23/21)
    • Asset Allocation Weekly - #45 (Posted 7/16/21)
    • Asset Allocation Weekly - #44 (Posted 7/9/21)
    • Asset Allocation Weekly - #43 (Posted 6/25/21)
    • Asset Allocation Weekly - #42 (Posted 6/18/21)
    • Asset Allocation Weekly - #41 (Posted 6/11/21)
    • Asset Allocation Weekly - #40 (Posted 5/28/21)
    • Asset Allocation Weekly - #39 (Posted 5/21/21)
    • Asset Allocation Weekly - #38 (Posted 5/14/21)
    • Asset Allocation Weekly - #37 (Posted 5/7/21)
    • Asset Allocation Weekly - #36 (Posted 4/23/21)
    • Asset Allocation Weekly - #35 (Posted 4/16/21)
    • Asset Allocation Weekly - #34 (Posted 4/9/21)
    • Asset Allocation Weekly - #33 (Posted 3/26/21)
    • Asset Allocation Weekly - #32 (Posted 3/19/21)
    • Asset Allocation Weekly - #31 (Posted 3/12/21)
    • Asset Allocation Weekly - #30 (Posted 3/5/21)
    • Asset Allocation Weekly - #29 (Posted 2/26/21)
    • Asset Allocation Weekly - #28 (Posted 2/19/21)
    • Asset Allocation Weekly - #27 (Posted 2/12/21)
    • Asset Allocation Weekly - #26 (Posted 2/5/21)
    • Asset Allocation Weekly - #25 (Posted 1/29/21)
    • Asset Allocation Weekly - #24 (Posted 1/22/21)
    • Asset Allocation Weekly - #23 (Posted 1/15/21)
    • Asset Allocation Weekly - #22 (Posted 12/18/20)
    • Asset Allocation Weekly - #21 (Posted 12/11/20)
    • Asset Allocation Weekly - #20 (Posted 11/20/20)
    • Asset Allocation Weekly - #19 (Posted 11/13/20)
    • Asset Allocation Weekly - #18 (Posted 11/6/20)
    • Asset Allocation Weekly - #17 (Posted 10/30/20)
    • Asset Allocation Weekly - #16 (Posted 10/23/20)
    • Asset Allocation Weekly - #15 (Posted 10/16/20)
    • Asset Allocation Weekly - #14 (Posted 10/9/20)
    • Asset Allocation Weekly - #13 (Posted 10/2/20)
    • Asset Allocation Weekly - #12 (Posted 9/25/20)
    • Asset Allocation Weekly - #11 (Posted 9/18/20)
    • Asset Allocation Weekly - #10 (Posted 9/4/20)
    • Asset Allocation Weekly - #9 (Posted 8/28/20)
    • Asset Allocation Weekly - #8 (Posted 8/21/20)
    • Asset Allocation Weekly - #7 (Posted 8/14/20)
    • Asset Allocation Weekly - #6 (Posted 8/7/20)
    • Asset Allocation Weekly - #5 (Posted 7/31/20)
    • Asset Allocation Weekly - #4 (Posted 7/24/20)
    • Asset Allocation Weekly - #3 (Posted 7/20/20)
    • Asset Allocation Weekly - #2 (Posted 7/10/20)
    • Asset Allocation Weekly - #1 (Posted 6/26/20)
  • Asset Allocation Weekly Chart Book (Archive)
    • Asset Allocation Weekly (April 1, 2016) Test
  • Asset Allocation Bi-Weekly
    • Asset Allocation Bi-Weekly - The Importance of the Policy Mix (March 13, 2023)
    • Asset Allocation Bi-Weekly - Federal Reserve Policymakers in 2023: Hawks or Doves? (February 27, 2023)
    • Asset Allocation Bi-Weekly - Reflections on Inflation (February 13, 2023)
    • Asset Allocation Bi-Weekly - Secular Trends In Bond Yields (January 30, 2023)
    • Asset Allocation Bi-Weekly - The Master of Surprise (January 17, 2023)
    • Asset Allocation Bi-Weekly - Forecasting Financial Stress (December 5, 2022)
    • Asset Allocation Bi-Weekly - The Impossible Trinity (November 14, 2022)
    • Asset Allocation Bi-Weekly - The Inflation Adjustment for Social Security Benefits in 2023 (October 31, 2022)
    • Asset Allocation Bi-Weekly - An Update on Bonds (October 17, 2022)
    • Asset Allocation Bi-Weekly - The Gold Paradox (October 3, 2022)
    • Asset Allocation Bi-Weekly - The Federal Reserve's Big Policy Mistake (September 19, 2022)
    • Asset Allocation Bi-Weekly - Storm Warning (September 6, 2022)
    • Asset Allocation Bi-Weekly - The Inflation Surprise (August 22, 2022)
    • Asset Allocation Bi-Weekly - The Devil Is in the Details (August 8, 2022)
    • Asset Allocation Bi-Weekly - The Puzzle of the Labor Force (July 25, 2022)
    • Asset Allocation Bi-Weekly - The ECB Dilemma (July 11, 2022)
    • Asset Allocation Bi-Weekly - The Selling of Austerity (June 27, 2022)
    • Asset Allocation Bi-Weekly - Homebuilders Versus Apartment Builders (June 13, 2022)
    • Asset Allocation Bi-Weekly - The Problem of Financial Conditions (May 31, 2022)
    • Asset Allocation Bi-Weekly - The FOMC Speaks (May 16, 2022)
    • Asset Allocation Bi-Weekly - The Tale of Two Surveys (May 2, 2022)
    • Asset Allocation Bi-Weekly - The Bank of Japan Cocks the Trigger (April 18, 2022)
    • Asset Allocation Bi-Weekly - Latin America's Day in the Sun (April 4, 2022)
    • Asset Allocation Bi-Weekly - A Commodity Update (March 21, 2022)
    • Asset Allocation Bi-Weekly - Believe It or Not, Fiscal Policy Is Tightening (March 7, 2022)
    • Asset Allocation Bi-Weekly - The U.S. Trade Deficit and Global Prices (February 22 2022)
    • Asset Allocation Bi-Weekly - Gold: An Update of Current Conditions (February 7, 2022)
    • Asset Allocation Bi-Weekly - Real Income versus the Wealth Effect; What is Driving Consumption? (January 24, 2022)
    • Asset Allocation Bi-Weekly - The Path of Monetary Policy (January 10, 2022)
    • Asset Allocation Weekly - What's Causing the Yield Curve to Flatten? (December 17, 2021)
    • Asset Allocation Weekly - The Omicron Problem (December 10, 2021)
    • Asset Allocation Weekly - An Update on Gold (December 3, 2021)
    • Asset Allocation Weekly - The Composition of the FOMC (November 19, 2021)
    • Asset Allocation Weekly - The Citigroup Economic Surprise Index and Bond Yields (November 12, 2021)
    • Asset Allocation Weekly - Is Monetary Policy Affected by Financial Markets? (November 5, 2021)
    • Asset Allocation Weekly - The Debt Ceiling and the Platinum Coin (October 29, 2021)
    • Asset Allocation Weekly - The Inflation Adjustment for Social Security Benefits in 2022 (October 22, 2021)
    • Asset Allocation Weekly - Globalization Isn’t What It Used to Be (October 15, 2021)
    • Asset Allocation Weekly - Has Bitcoin Become a Substitute for Gold? (October 8, 2021)
    • Asset Allocation Weekly - The Prices We Don’t See (October 1, 2021)
    • Asset Allocation Weekly - The Supply Side Worry on Inflation (September 24, 2021)
    • Asset Allocation Weekly - Don’t Call It a Comeback! (September 17, 2021)
    • Asset Allocation Weekly - Powell and Fed Independence (September 10, 2021)
    • Asset Allocation Weekly - Are Strong Profits Sustainable? (September 3, 2021)
    • Asset Allocation Weekly - This Recovery is Different (August 27, 2021)
    • Asset Allocation Weekly - The Impact of Older Americans on the Labor Market (August 20, 2021)
    • Asset Allocation Weekly - Intellectual Property Takes Over Fixed Investment (August 13, 2021)
    • Asset Allocation Weekly (August 6, 2021)
    • Asset Allocation Weekly (July 30, 2021)
    • Asset Allocation Weekly (July 23, 2021)
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• Podcasts
  • Bi-Weekly Geopolitical Podcast – #25 “Update on the U.S.-China Military Balance of Power” (Posted 3/20/23)
  • Asset Allocation Bi-Weekly - #93 "The Importance of the Policy Mix" (Posted 3/13/23)
  • Confluence of Ideas - #30 "Reflections on Inflation " (Posted 3/8/23)
  • Bi-Weekly Geopolitical Podcast – #24 “Enter the Petroyuan” (Posted 3/6/23)
  • Asset Allocation Bi-Weekly - #92 "Federal Reserve Policymakers in 2023: Hawks or Doves?" (Posted 2/27/23)
  • Bi-Weekly Geopolitical Podcast – #23 “Chip War” (Posted 2/21/23)
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  • Confluence of Ideas - #29 "The 2023 Outlook" (Posted 2/1/23)
  • Bi-Weekly Geopolitical Podcast – #22 “The New German Problem” (Posted 1/27/23)
  • Asset Allocation Bi-Weekly - #90 "The Master of Surprise" (Posted 1/20/23)
  • Bi-Weekly Geopolitical Podcast – #21 “How China Will Manage Its Evolving Geopolitical Bloc” (Posted 1/17/23)
  • Confluence of Ideas - #28 "The 2023 Geopolitical Outlook" (Posted 12/19/22)
  • Asset Allocation Bi-Weekly - #89 "Forecasting Financial Stress" (Posted 12/12/22)
  • Confluence of Ideas - #27 "The November Business Cycle Report" (Posted 12/1/22)
  • Asset Allocation Bi-Weekly - #88 "The Impossible Trinity" (Posted 11/14/22)
  • Bi-Weekly Geopolitical Podcast – #20 “Reflections on the 20th Party Congress” (Posted 11/7/22)
  • Asset Allocation Bi-Weekly - #87 "The Inflation Adjustment for Social Security Benefits in 2023" (Posted 10/31/22)
  • Bi-Weekly Geopolitical Podcast – #19 “Defining Deglobalization” (Posted 10/24/22)
  • Asset Allocation Bi-Weekly - #86 "An Update on Bonds" (Posted 10/17/22)
  • Bi-Weekly Geopolitical Podcast – #18 “Europe's New, Right-Wing Leaders” (Posted 10/10/22)
  • Asset Allocation Bi-Weekly - #85 "The Gold Paradox" (Posted 10/3/22)
  • Bi-Weekly Geopolitical Podcast – #17 “Updates on Russia-Ukraine and Armenia-Azerbaijan” (Posted 9/26/22)
  • Asset Allocation Bi-Weekly - #84 "The Federal Reserve's Big Policy Mistake" (Posted 9/19/22)
  • Asset Allocation Bi-Weekly - #83 "Storm Warning" (Posted 9/6/22)
  • Bi-Weekly Geopolitical Podcast – #16 “Agricultural Commodities in the Evolving Geopolitical Blocs” (Posted 8/29/22)
  • Asset Allocation Bi-Weekly - #82 "The Inflation Surprise" (Posted 8/22/22)
  • Bi-Weekly Geopolitical Podcast – #15 “The End of the World is Just the Beginning: A Book Review” (Posted 8/15/22)
  • Confluence of Ideas - #26 "The 2022 Outlook: Update #2" (Posted 8/9/22)
  • Asset Allocation Bi-Weekly - #81 "The Devil Is in the Details" (Posted 8/8/22)
  • Bi-Weekly Geopolitical Podcast – #14 “Political Crises for Top U.S. Allies” (Posted 8/1/22)
  • Asset Allocation Bi-Weekly - #80 "The Puzzle of the Labor Force" (Posted 7/25/22)
  • Bi-Weekly Geopolitical Podcast – #13 “The Pandemic's Impact on Inequality” (Posted 7/18/22)
  • Asset Allocation Bi-Weekly - #79 "The ECB Dilemma" (Posted 7/11/22)
  • Asset Allocation Bi-Weekly - #78 "The Selling of Austerity" (Posted 6/27/22)
  • Bi-Weekly Geopolitical Podcast – #12 “The 2022 Mid-Year Geopolitical Outlook” (Posted 6/21/22)
  • Asset Allocation Bi-Weekly - #77 "Homebuilders Versus Apartment Builders" (Posted 6/13/22)
  • Bi-Weekly Geopolitical Podcast – #11 “Mineral Commodities in the World’s New Geopolitical Blocs” (Posted 6/6/22)
  • Asset Allocation Bi-Weekly - #76 "The Problem of Financial Conditions" (Posted 5/31/22)
  • Bi-Weekly Geopolitical Podcast – #10 “Going Nuclear with North Korea” (Posted 5/23/22)
  • Asset Allocation Bi-Weekly - #75 "The FOMC Speaks" (Posted 5/16/22)
  • Bi-Weekly Geopolitical Podcast – #9 “Parsing the World’s New Geopolitical Blocs” (Posted 5/9/22)
  • Asset Allocation Bi-Weekly - #74 "The Tale of Two Surveys" (Posted 5/2/22)
  • Bi-Weekly Geopolitical Podcast – #8 “The Russians Respond” (Posted 4/25/22)
  • Asset Allocation Bi-Weekly - #73 "The Bank of Japan Cocks the Trigger" (Posted 4/18/22)
  • Bi-Weekly Geopolitical Podcast – #7 “The Bosnian Divide” (Posted 4/11/22)
  • Asset Allocation Bi-Weekly - #72 "Latin America's Day in the Sun" (Posted 4/4/22)
  • Bi-Weekly Geopolitical Podcast – #6 “The New Era of Higher Defense Budgets” (Posted 3/28/22)
  • Confluence of Ideas - #25 "The 2022 Outlook: Update #1" (Posted 3/25/22)
  • Asset Allocation Bi-Weekly - #71 "A Commodity Update" (Posted 3/21/22)
  • Bi-Weekly Geopolitical Podcast – #5 “The Ukraine War and the Path of Globalization” (Posted 3/14/22)
  • Asset Allocation Bi-Weekly - #70 "Believe It or Not, Fiscal Policy Is Tightening" (Posted 3/7/22)
  • Bi-Weekly Geopolitical Podcast – #4 “The Turkish Experiment” (Posted 2/28/22)
  • Asset Allocation Bi-Weekly - #69 "The U.S. Trade Deficit and Global Prices" (Posted 2/22/22)
  • Bi-Weekly Geopolitical Podcast – #3 “Ukraine: Key Questions” (Posted 2/14/22)
  • Asset Allocation Bi-Weekly - #68 "Gold: An Update of Current Conditions" (Posted 2/7/22)
  • Bi-Weekly Geopolitical Podcast – #2 “Two Power Plays in Kazakhstan” (Posted 1/31/22)
  • Asset Allocation Bi-Weekly - #67 "Real Income versus the Wealth Effect; What is Driving Consumption?" (Posted 1/24/22)
  • Confluence of Ideas - #24 "The 2022 Outlook" (Posted 1/20/22)
  • Bi-Weekly Geopolitical Podcast – #1 “What Would a U.S.-China War Look Like?” (Posted 1/18/22)
  • Asset Allocation Bi-Weekly - #66 "The Path of Monetary Policy" (Posted 1/10/22)
  • Asset Allocation Weekly - #65 "What's Causing the Yield Curve to Flatten?" (Posted 12/17/21)
  • Confluence of Ideas - #23 "The Regional Threats from the Taliban in Afghanistan" (Posted 12/14/21)
  • Asset Allocation Weekly - #64 "The Omicron Problem" (Posted 12/10/21)
  • Asset Allocation Weekly - #63 "An Update on Gold" (Posted 12/3/21)
  • Asset Allocation Weekly - #62 "The Composition of the FOMC" (Posted 11/19/21)
  • Asset Allocation Weekly - #61 "The Citigroup Economic Surprise Index & Bond Yields" (Posted 11/12/21)
  • Asset Allocation Weekly - #60 "Is Monetary Policy Affected by Financial Markets?" (Posted 11/5/21)
  • Asset Allocation Weekly - #59 "The Debt Ceiling & the Platinum Coin" (Posted 10/29/21)
  • Asset Allocation Weekly - #58 "The Inflation Adjustment for Social Security Benefits in 2022" (Posted 10/22/21)
  • Asset Allocation Weekly - #57 "Globalization Isn’t What It Used to Be" (Posted 10/15/21)
  • Asset Allocation Weekly - #56 "Has Bitcoin Become a Substitute for Gold?" (Posted 10/8/21)
  • Asset Allocation Weekly - #55 "The Prices We Don’t See" (Posted 10/1/21)
  • Asset Allocation Weekly - #54 "The Supply Side Worry on Inflation" (Posted 9/24/21)
  • Asset Allocation Weekly - #53 "Don’t Call It a Comeback!" (Posted 9/17/21)
  • Asset Allocation Weekly - #52 "Powell & Fed Independence" (Posted 9/10/21)
  • Asset Allocation Weekly - #51 "This Recovery is Different" (Posted 8/27/21)
  • Asset Allocation Weekly - #50 "The Impact of Older Americans on the Labor Market" (Posted 8/20/21)
  • Asset Allocation Weekly - #49 "Intellectual Property Takes Over Fixed Investment" (Posted 8/13/21)
  • Asset Allocation Weekly - #48 (Posted 8/6/21)
  • Asset Allocation Weekly - #47 (Posted 7/30/21)
  • Asset Allocation Weekly - #46 (Posted 7/23/21)
  • Asset Allocation Weekly - #45 (Posted 7/16/21)
  • Asset Allocation Weekly - #44 (Posted 7/9/21)
  • Confluence of Ideas - #22 "The Geopolitics of Taiwan and the Issue of Globalization" (Posted 7/7/21)
  • Asset Allocation Weekly - #43 (Posted 6/25/21)
  • Asset Allocation Weekly - #42 (Posted 6/18/21)
  • Asset Allocation Weekly - #41 (Posted 6/11/21)
  • Asset Allocation Weekly - #40 (Posted 5/28/21)
  • Asset Allocation Weekly - #39 (Posted 5/21/21)
  • Asset Allocation Weekly - #38 (Posted 5/14/21)
  • Asset Allocation Weekly - #37 (Posted 5/7/21)
  • Confluence of Ideas - #21 "The U.S.-China Balance of Power: Part II" (Posted 4/30/21)
  • Asset Allocation Weekly - #36 (Posted 4/23/21)
  • Asset Allocation Weekly - #35 (Posted 4/16/21)
  • Asset Allocation Weekly - #34 (Posted 4/9/21)
  • Confluence of Ideas - #20 "The U.S.-China Balance of Power: Part I" (Posted 4/7/21)
  • Asset Allocation Weekly - #33 (Posted 3/26/21)
  • Asset Allocation Weekly - #32 (Posted 3/19/21)
  • Asset Allocation Weekly - #31 (Posted 3/12/21)
  • Asset Allocation Weekly - #30 (Posted 3/5/21)
  • Asset Allocation Weekly - #29 (Posted 2/26/21)
  • Asset Allocation Weekly - #28 (Posted 2/19/21)
  • Asset Allocation Weekly - #27 (Posted 2/12/21)
  • Confluence of Ideas - #19 "The 2021 Geopolitical Outlook" (Posted 2/9/21)
  • Asset Allocation Weekly - #26 (Posted 2/5/21)
  • Asset Allocation Weekly - #25 (Posted 1/29/21)
  • Asset Allocation Weekly - #24 (Posted 1/22/21)
  • Asset Allocation Weekly - #23 (Posted 1/15/21)
  • Asset Allocation Weekly - #22 (Posted 12/18/20)
  • Asset Allocation Weekly - #21 (Posted 12/11/20)
  • Asset Allocation Weekly - #20 (Posted 11/20/20)
  • Asset Allocation Weekly - #19 (Posted 11/13/20)
  • Asset Allocation Weekly - #18 (Posted 11/6/20)
  • Asset Allocation Weekly - #17 (Posted 10/30/20)
  • Confluence of Ideas - #18 "Foreign Policy Under a Biden or Trump Presidency" (Posted 10/27/20)
  • Asset Allocation Weekly - #16 (Posted 10/23/20)
  • Asset Allocation Weekly - #15 (Posted 10/16/20)
  • Asset Allocation Weekly - #14 (Posted 10/9/20)
  • Asset Allocation Weekly - #13 (Posted 10/2/20)
  • Asset Allocation Weekly - #12 (Posted 9/25/20)
  • Asset Allocation Weekly - #11 (Posted 9/18/20)
  • Asset Allocation Weekly - #10 (Posted 9/4/20)
  • Asset Allocation Weekly - #9 (Posted 8/28/20)
  • Confluence of Ideas - #17 "The Dollar and the Eurobond" (Posted 8/25/20)
  • Asset Allocation Weekly - #8 (Posted 8/21/20)
  • Asset Allocation Weekly - #7 (Posted 8/14/20)
  • Confluence of Ideas - #16 "The Q3 2020 Asset Allocation Update" (Posted 8/11/20)
  • Asset Allocation Weekly - #6 (Posted 8/7/20)
  • Asset Allocation Weekly - #5 (Posted 7/31/20)
  • Asset Allocation Weekly - #4 (Posted 7/24/20)
  • Confluence of Ideas - #15 "The 2020 Election: Part 3" (Posted 7/21/20)
  • Asset Allocation Weekly - #3 (Posted 7/20/20)
  • Confluence of Ideas - #14 "The 2020 Election: Part 2" (Posted 7/14/20)
  • Asset Allocation Weekly - #2 (Posted 7/10/20)
  • Asset Allocation Weekly - #1 (Posted 6/26/20)
  • Confluence of Ideas - #13 "The 2020 Election: Part 1" (Posted 6/23/20)
  • Confluence of Ideas - #12 "The Long-Term Effects of COVID-19" (Posted 6/2/20)
  • Confluence of Ideas - #11 "The Lessons of History" (Posted 5/19/20)
  • Confluence of Ideas - #10 "The 2020 Outlook Update" (Posted 5/8/20)
  • Confluence of Ideas - #9 "Our Asset Allocation Process" (Posted 3/9/20)
  • Confluence of Ideas - #8 "2020 Geopolitical Outlook" (Posted 2/25/20)
  • Confluence of Ideas - #7 "Storm Watch" (Posted 2/4/20)
  • Confluence of Ideas - #6 "Process is King" (Posted 1/10/20)
  • Confluence of Ideas - #5 "Arriving at Decisions" (Posted 12/19/19)
  • Confluence of Ideas - #4 "Equality & Efficiency" (Posted 12/6/19)
  • Confluence of Ideas - #3 "Hegemonic Stability Theory: Part III" (Posted 11/14/19)
  • Confluence of Ideas - #2 "Hegemonic Stability Theory: Part II" (Posted 10/30/19)
  • Confluence of Ideas - #1 "Hegemonic Stability Theory: Part I" (Posted 10/16/19)
  • Confluence of Ideas Podcast
    • Confluence of Ideas - #30 "Reflections on Inflation " (Posted 3/8/23)
    • Confluence of Ideas - #29 "The 2023 Outlook" (Posted 2/1/23)
    • Confluence of Ideas - #28 "The 2023 Geopolitical Outlook" (Posted 12/19/22)
    • Confluence of Ideas - #27 "The November Business Cycle Report" (Posted 12/1/22)
    • Confluence of Ideas - #26 "The 2022 Outlook: Update #2" (Posted 8/9/22)
    • Confluence of Ideas - #25 "The 2022 Outlook: Update #1" (Posted 3/25/22)
    • Confluence of Ideas - #24 "The 2022 Outlook" (Posted 1/20/22)
    • Confluence of Ideas - #23 "The Regional Threats from the Taliban in Afghanistan" (Posted 12/14/21)
    • Confluence of Ideas - #22 "The Geopolitics of Taiwan and the Issue of Globalization" (Posted 7/7/21)
    • Confluence of Ideas - #21 "The U.S.-China Balance of Power: Part II" (Posted 4/30/21)
    • Confluence of Ideas - #20 "The U.S.-China Balance of Power: Part I" (Posted 4/7/21)
    • Confluence of Ideas - #19 "The 2021 Geopolitical Outlook" (Posted 2/9/21)
    • Confluence of Ideas - #18 "Foreign Policy Under a Biden or Trump Presidency" (Posted 10/27/20)
    • Confluence of Ideas - #17 "The Dollar and the Eurobond" (Posted 8/25/20)
    • Confluence of Ideas - #16 "The Q3 2020 Asset Allocation Update" (Posted 8/11/20)
    • Confluence of Ideas - #15 "The 2020 Election: Part 3" (Posted 7/21/20)
    • Confluence of Ideas - #14 "The 2020 Election: Part 2" (Posted 7/14/20)
    • Confluence of Ideas - #13 "The 2020 Election: Part 1" (Posted 6/23/20)
    • Confluence of Ideas - #12 "The Long-Term Effects of COVID-19" (Posted 6/2/20)
    • Confluence of Ideas - #11 "The Lessons of History" (Posted 5/19/20)
    • Confluence of Ideas - #10 "The 2020 Outlook Update" (Posted 5/8/20)
    • Confluence of Ideas - #9 "Our Asset Allocation Process" (Posted 3/9/20)
    • Confluence of Ideas - #8 "2020 Geopolitical Outlook" (Posted 2/25/20)
    • Confluence of Ideas - #7 "Storm Watch" (Posted 2/4/20)
    • Confluence of Ideas - #6 "Process is King" (Posted 1/10/20)
    • Confluence of Ideas - #5 "Arriving at Decisions" (Posted 12/19/19)
    • Confluence of Ideas - #4 "Equality & Efficiency" (Posted 12/6/19)
    • Confluence of Ideas - #3 "Hegemonic Stability Theory: Part III" (Posted 11/14/19)
    • Confluence of Ideas - #2 "Hegemonic Stability Theory: Part II" (Posted 10/30/19)
    • Confluence of Ideas - #1 "Hegemonic Stability Theory: Part I" (Posted 10/16/19)
  • Asset Allocation Bi-Weekly Podcast
    • Asset Allocation Bi-Weekly - #93 "The Importance of the Policy Mix" (Posted 3/13/23)
    • Asset Allocation Bi-Weekly - #92 "Federal Reserve Policymakers in 2023: Hawks or Doves?" (Posted 2/27/23)
    • Asset Allocation Bi-Weekly - #91 "Secular Trends In Bond Yields" (Posted 2/3/23)
    • Asset Allocation Bi-Weekly - #90 "The Master of Surprise" (Posted 1/20/23)
    • Asset Allocation Bi-Weekly - #89 "Forecasting Financial Stress" (Posted 12/12/22)
    • Asset Allocation Bi-Weekly - #88 "The Impossible Trinity" (Posted 11/14/22)
    • Asset Allocation Bi-Weekly - #87 "The Inflation Adjustment for Social Security Benefits in 2023" (Posted 10/31/22)
    • Asset Allocation Bi-Weekly - #86 "An Update on Bonds" (Posted 10/17/22)
    • Asset Allocation Bi-Weekly - #85 "The Gold Paradox" (Posted 10/3/22)
    • Asset Allocation Bi-Weekly - #84 "The Federal Reserve's Big Policy Mistake" (Posted 9/19/22)
    • Asset Allocation Bi-Weekly - #83 "Storm Warning" (Posted 9/6/22)
    • Asset Allocation Bi-Weekly - #82 "The Inflation Surprise" (Posted 8/22/22)
    • Asset Allocation Bi-Weekly - #81 "The Devil Is in the Details" (Posted 8/8/22)
    • Asset Allocation Bi-Weekly - #80 "The Puzzle of the Labor Force" (Posted 7/25/22)
    • Asset Allocation Bi-Weekly - #79 "The ECB Dilemma" (Posted 7/11/22)
    • Asset Allocation Bi-Weekly - #78 "The Selling of Austerity" (Posted 6/27/22)
    • Asset Allocation Bi-Weekly - #77 "Homebuilders Versus Apartment Builders" (Posted 6/13/22)
    • Asset Allocation Bi-Weekly - #76 "The Problem of Financial Conditions" (Posted 5/31/22)
    • Asset Allocation Bi-Weekly - #75 "The FOMC Speaks" (Posted 5/16/22)
    • Asset Allocation Bi-Weekly - #74 "The Tale of Two Surveys" (Posted 5/2/22)
    • Asset Allocation Bi-Weekly - #73 "The Bank of Japan Cocks the Trigger" (Posted 4/18/22)
    • Asset Allocation Bi-Weekly - #72 "Latin America's Day in the Sun" (Posted 4/4/22)
    • Asset Allocation Bi-Weekly - #71 "A Commodity Update" (Posted 3/21/22)
    • Asset Allocation Bi-Weekly - #70 "Believe It or Not, Fiscal Policy Is Tightening" (Posted 3/7/22)
    • Asset Allocation Bi-Weekly - #69 "The U.S. Trade Deficit and Global Prices" (Posted 2/22/22)
    • Asset Allocation Bi-Weekly - #68 "Gold: An Update of Current Conditions" (Posted 2/7/22)
    • Asset Allocation Bi-Weekly - #67 "Real Income versus the Wealth Effect; What is Driving Consumption?" (Posted 1/24/22)
    • Asset Allocation Bi-Weekly - #66 "The Path of Monetary Policy" (Posted 1/10/22)
    • Asset Allocation Weekly - #65 "What's Causing the Yield Curve to Flatten?" (Posted 12/17/21)
    • Asset Allocation Weekly - #64 "The Omicron Problem" (Posted 12/10/21)
    • Asset Allocation Weekly - #63 "An Update on Gold" (Posted 12/3/21)
    • Asset Allocation Weekly - #62 "The Composition of the FOMC" (Posted 11/19/21)
    • Asset Allocation Weekly - #61 "The Citigroup Economic Surprise Index & Bond Yields" (Posted 11/12/21)
    • Asset Allocation Weekly - #60 "Is Monetary Policy Affected by Financial Markets?" (Posted 11/5/21)
    • Asset Allocation Weekly - #59 "The Debt Ceiling & the Platinum Coin" (Posted 10/29/21)
    • Asset Allocation Weekly - #58 "The Inflation Adjustment for Social Security Benefits in 2022" (Posted 10/22/21)
    • Asset Allocation Weekly - #57 "Globalization Isn’t What It Used to Be" (Posted 10/15/21)
    • Asset Allocation Weekly - #56 "Has Bitcoin Become a Substitute for Gold?" (Posted 10/8/21)
    • Asset Allocation Weekly - #55 "The Prices We Don’t See" (Posted 10/1/21)
    • Asset Allocation Weekly - #54 "The Supply Side Worry on Inflation" (Posted 9/24/21)
    • Asset Allocation Weekly - #53 "Don’t Call It a Comeback!" (Posted 9/17/21)
    • Asset Allocation Weekly - #52 "Powell & Fed Independence" (Posted 9/10/21)
    • Asset Allocation Weekly - #51 "This Recovery is Different" (Posted 8/27/21)
    • Asset Allocation Weekly - #50 "The Impact of Older Americans on the Labor Market" (Posted 8/20/21)
    • Asset Allocation Weekly - #49 "Intellectual Property Takes Over Fixed Investment" (Posted 8/13/21)
    • Asset Allocation Weekly - #48 (Posted 8/6/21)
    • Asset Allocation Weekly - #47 (Posted 7/30/21)
    • Asset Allocation Weekly - #46 (Posted 7/23/21)
    • Asset Allocation Weekly - #45 (Posted 7/16/21)
    • Asset Allocation Weekly - #44 (Posted 7/9/21)
    • Asset Allocation Weekly - #43 (Posted 6/25/21)
    • Asset Allocation Weekly - #42 (Posted 6/18/21)
    • Asset Allocation Weekly - #41 (Posted 6/11/21)
    • Asset Allocation Weekly - #40 (Posted 5/28/21)
    • Asset Allocation Weekly - #39 (Posted 5/21/21)
    • Asset Allocation Weekly - #38 (Posted 5/14/21)
    • Asset Allocation Weekly - #37 (Posted 5/7/21)
    • Asset Allocation Weekly - #36 (Posted 4/23/21)
    • Asset Allocation Weekly - #35 (Posted 4/16/21)
    • Asset Allocation Weekly - #34 (Posted 4/9/21)
    • Asset Allocation Weekly - #33 (Posted 3/26/21)
    • Asset Allocation Weekly - #32 (Posted 3/19/21)
    • Asset Allocation Weekly - #31 (Posted 3/12/21)
    • Asset Allocation Weekly - #30 (Posted 3/5/21)
    • Asset Allocation Weekly - #29 (Posted 2/26/21)
    • Asset Allocation Weekly - #28 (Posted 2/19/21)
    • Asset Allocation Weekly - #27 (Posted 2/12/21)
    • Asset Allocation Weekly - #26 (Posted 2/5/21)
    • Asset Allocation Weekly - #25 (Posted 1/29/21)
    • Asset Allocation Weekly - #24 (Posted 1/22/21)
    • Asset Allocation Weekly - #23 (Posted 1/15/21)
    • Asset Allocation Weekly - #22 (Posted 12/18/20)
    • Asset Allocation Weekly - #21 (Posted 12/11/20)
    • Asset Allocation Weekly - #20 (Posted 11/20/20)
    • Asset Allocation Weekly - #19 (Posted 11/13/20)
    • Asset Allocation Weekly - #18 (Posted 11/6/20)
    • Asset Allocation Weekly - #17 (Posted 10/30/20)
    • Asset Allocation Weekly - #16 (Posted 10/23/20)
    • Asset Allocation Weekly - #15 (Posted 10/16/20)
    • Asset Allocation Weekly - #14 (Posted 10/9/20)
    • Asset Allocation Weekly - #13 (Posted 10/2/20)
    • Asset Allocation Weekly - #12 (Posted 9/25/20)
    • Asset Allocation Weekly - #11 (Posted 9/18/20)
    • Asset Allocation Weekly - #10 (Posted 9/4/20)
    • Asset Allocation Weekly - #9 (Posted 8/28/20)
    • Asset Allocation Weekly - #8 (Posted 8/21/20)
    • Asset Allocation Weekly - #7 (Posted 8/14/20)
    • Asset Allocation Weekly - #6 (Posted 8/7/20)
    • Asset Allocation Weekly - #5 (Posted 7/31/20)
    • Asset Allocation Weekly - #4 (Posted 7/24/20)
    • Asset Allocation Weekly - #3 (Posted 7/20/20)
    • Asset Allocation Weekly - #2 (Posted 7/10/20)
    • Asset Allocation Weekly - #1 (Posted 6/26/20)
  • Geopolitical Podcast
    • Bi-Weekly Geopolitical Podcast – #25 “Update on the U.S.-China Military Balance of Power” (Posted 3/20/23)
    • Bi-Weekly Geopolitical Podcast – #24 “Enter the Petroyuan” (Posted 3/6/23)
    • Bi-Weekly Geopolitical Podcast – #23 “Chip War” (Posted 2/21/23)
    • Confluence of Ideas - #29 "The 2023 Outlook" (Posted 2/1/23)
    • Bi-Weekly Geopolitical Podcast – #22 “The New German Problem” (Posted 1/27/23)
    • Bi-Weekly Geopolitical Podcast – #21 “How China Will Manage Its Evolving Geopolitical Bloc” (Posted 1/17/23)
    • Confluence of Ideas - #28 "The 2023 Geopolitical Outlook" (Posted 12/19/22)
    • Bi-Weekly Geopolitical Podcast – #20 “Reflections on the 20th Party Congress” (Posted 11/7/22)
    • Bi-Weekly Geopolitical Podcast – #19 “Defining Deglobalization” (Posted 10/24/22)
    • Bi-Weekly Geopolitical Podcast – #18 “Europe's New, Right-Wing Leaders” (Posted 10/10/22)
    • Bi-Weekly Geopolitical Podcast – #17 “Updates on Russia-Ukraine and Armenia-Azerbaijan” (Posted 9/26/22)
    • Bi-Weekly Geopolitical Podcast – #16 “Agricultural Commodities in the Evolving Geopolitical Blocs” (Posted 8/29/22)
    • Bi-Weekly Geopolitical Podcast – #15 “The End of the World is Just the Beginning: A Book Review” (Posted 8/15/22)
    • Bi-Weekly Geopolitical Podcast – #14 “Political Crises for Top U.S. Allies” (Posted 8/1/22)
    • Bi-Weekly Geopolitical Podcast – #13 “The Pandemic's Impact on Inequality” (Posted 7/18/22)
    • Bi-Weekly Geopolitical Podcast – #12 “The 2022 Mid-Year Geopolitical Outlook” (Posted 6/21/22)
    • Bi-Weekly Geopolitical Podcast – #11 “Mineral Commodities in the World’s New Geopolitical Blocs” (Posted 6/6/22)
    • Bi-Weekly Geopolitical Podcast – #10 “Going Nuclear with North Korea” (Posted 5/23/22)
    • Bi-Weekly Geopolitical Podcast – #9 “Parsing the World’s New Geopolitical Blocs” (Posted 5/9/22)
    • Bi-Weekly Geopolitical Podcast – #8 “The Russians Respond” (Posted 4/25/22)
    • Bi-Weekly Geopolitical Podcast – #7 “The Bosnian Divide” (Posted 4/11/22)
    • Bi-Weekly Geopolitical Podcast – #6 “The New Era of Higher Defense Budgets” (Posted 3/28/22)
    • Bi-Weekly Geopolitical Podcast – #5 “The Ukraine War and the Path of Globalization” (Posted 3/14/22)
    • Bi-Weekly Geopolitical Podcast – #4 “The Turkish Experiment” (Posted 2/28/22)
    • Bi-Weekly Geopolitical Podcast – #3 “Ukraine: Key Questions” (Posted 2/14/22)
    • Bi-Weekly Geopolitical Podcast – #2 “Two Power Plays in Kazakhstan” (Posted 1/31/22)
    • Bi-Weekly Geopolitical Podcast – #1 “What Would a U.S.-China War Look Like?” (Posted 1/18/22)
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  • Weekly Geopolitical Report - Inflation Targeting: What’s so special about 2%? (November 7, 2016)
  • Weekly Geopolitical Report - The Geopolitics of the Reserve Currency: Part 2 (October 31, 2016)
  • Weekly Geopolitical Report - The Geopolitics of the Reserve Currency: Part 1 (October 24, 2016)
  • Weekly Geopolitical Report - The TTIP and the TPP: An Update (October 17, 2016)
  • Weekly Geopolitical Report - American Foreign Policy: A Review, Part II (October 10, 2016)
  • Weekly Geopolitical Report - American Foreign Policy: A Review, Part I (October 3, 2016)
  • Weekly Geopolitical Report - Goodbye, Dilma. Hello, Michel. (September 26, 2016)
  • Weekly Geopolitical Report - Reflections on Terrorism (September 19, 2016)
  • Weekly Geopolitical Report - After Karimov (September 12, 2016)
  • Weekly Geopolitical Report - What's Putin up to? (August 29, 2016)
  • Weekly Geopolitical Report - Thinking about Thinking: Part II (August 22, 2016)
  • Weekly Geopolitical Report - Thinking about Thinking: Part I (August 15, 2016)
  • Weekly Geopolitical Report - The Turkish Coup, Part III (August 8, 2016)
  • Weekly Geopolitical Report - The Turkish Coup, Part II (August 1, 2016)
  • Weekly Geopolitical Report - The Turkish Coup, Part I (July 25, 2016)
  • Weekly Geopolitical Report - Meet Theresa May (July 18, 2016)
  • Weekly Geopolitical Report - Post-Brexit (July 11, 2016)
  • Weekly Geopolitical Report - The 2016 Mid-Year Geopolitical Outlook (June 27, 2016)
  • Weekly Geopolitical Report - The Real Risk of Brexit (June 20, 2016)
  • Weekly Geopolitical Report - The Trade Facilitation and Trade Enforcement Act (June 13, 2016)
  • Weekly Geopolitical Report - The Tragedy of Venezuela (June 6, 2016)
  • Weekly Geopolitical Report - Sykes-Picot: 100 Years Later (May 23, 2016)
  • Weekly Geopolitical Report - The Geopolitics of Helicopter Money: Part 3 (May 16, 2016)
  • Weekly Geopolitical Report - The Geopolitics of Helicopter Money: Part 2 (May 9, 2016)
  • Weekly Geopolitical Report - The Geopolitics of Helicopter Money: Part 1 (May 2, 2016)
  • Weekly Geopolitical Report - The Impeachment Proceedings of Dilma Rousseff (April 25, 2016)
  • Weekly Geopolitical Report - Nagorno-Karabakh (April 18, 2016)
  • Weekly Geopolitical Report - Intergenerational Forgetfulness (April 11, 2016)
  • Weekly Geopolitical Report - The Archetypes of American Foreign Policy: A Reprise (April 4, 2016)
  • Weekly Geopolitical Report - The Russian Withdrawal (March 21, 2016)
  • Weekly Geopolitical Report - The Apple Problem (March 14, 2016)
  • Weekly Geopolitical Report - The Iranian Elections (March 7, 2016)
  • Weekly Geopolitical Report - Brexit (February 29, 2016)
  • Weekly Geopolitical Report - The 2016 Election: An Update (February 22, 2016)
  • Weekly Geopolitical Report - Russia's Struggles (February 8, 2016)
  • Weekly Geopolitical Report - Trouble in Taiwan (February 1, 2016)
  • Weekly Geopolitical Report - Italy’s Banking Crisis (January 25, 2016)
  • Weekly Geopolitical Report - The Saudi Executions (January 11, 2016)
  • Weekly Geopolitical Report - The 2016 Geopolitical Outlook (December 14, 2015)
  • Weekly Geopolitical Report - The Evolution of IS (December 7, 2015)
  • Weekly Geopolitical Report - Putin and Flight 9268 (November 23, 2015)
  • Weekly Geopolitical Report - Political Turmoil in Portugal (November 16, 2015)
  • Weekly Geopolitical Report - EU Migrant Crisis: Focus on Hungary (November 2, 2015)
  • Weekly Geopolitical Report - The Obama Doctrine: Moneyball America (October 26, 2015)
  • Weekly Geopolitical Report - The TPP (October 19, 2015)
  • Weekly Geopolitical Report - “Catalonia, a New State within Europe”? (October 12, 2015)
  • Weekly Geopolitical Report - Putin and Syria (October 5, 2015)
  • Weekly Geopolitical Report - El Niño Update (September 28, 2015)
  • Weekly Geopolitical Report - Meet Jeremy Corbyn (September 21, 2015)
  • Weekly Geopolitical Report - Bremmer’s Choices (August 31, 2015)
  • Weekly Geopolitical Report - Book Review: Superpower (August 24, 2015)
  • Weekly Geopolitical Report - Donald and Bernie (August 17, 2015)
  • Weekly Geopolitical Report - Turkey’s Predicament (August 10, 2015)
  • Weekly Geopolitical Report - Reflections on the Iran Deal (August 3, 2015)
  • Weekly Geopolitical Report - Laudato Sí (July 27, 2015)
  • Weekly Geopolitical Report - Imperial Germany (July 20, 2015)
  • Weekly Geopolitical Report - Greek Games: An Update (July 13, 2015)
  • Weekly Geopolitical Report - The 2015 Mid-Year Geopolitical Outlook (June 29, 2015)
  • Weekly Geopolitical Report - Cyber Security and Terrorism: Case Studies (June 22, 2015)
  • Weekly Geopolitical Report - An Alternative to Gandhi (June 15, 2015)
  • Weekly Geopolitical Report - The Importance of FIFA (June 8, 2015)
  • Weekly Geopolitical Report - Greece: An Update (June 1, 2015)
  • Weekly Geopolitical Report - The U.K. Elections (May 18, 2015)
  • Weekly Geopolitical Report - The Next Generation (May 11, 2015)
  • Weekly Geopolitical Report - Can Assad Survive? (May 4, 2015)
  • Weekly Geopolitical Report - The Ideology of IS (April 27, 2015)
  • Weekly Geopolitical Report - The AIIB (April 20, 2015)
  • Weekly Geopolitical Report - The Ideology of IS (April 13, 2015)
  • Weekly Geopolitical Report - The New World Order: Part IV (April 6, 2015)
  • Weekly Geopolitical Report - The New World Order: Part III (March 30, 2015)
  • Weekly Geopolitical Report - The New World Order: Part II (March 23, 2015)
  • Weekly Geopolitical Report - The New World Order: Part I (March 16, 2015)
  • Weekly Geopolitical Report - Good luck, Jonathan. Good luck, Nigeria. (March 9, 2015)
  • Weekly Geopolitical Report - Yemen: A Land with a Rich Past and a Poor Present (March 2, 2015)
  • Weekly Geopolitical Report - Détente with Iran: An Update (February 23, 2015)
  • Weekly Geopolitical Report - Greek Games (February 9, 2015)
  • Weekly Geopolitical Report - Reflections on 1986 (February 2, 2015)
  • Weekly Geopolitical Report - Saudi Succession (January 20, 2015)
  • Weekly Geopolitical Report - European Populism (January 12, 2015)
  • Weekly Geopolitical Report - The Cuban Thaw (January 5, 2015)
  • Weekly Geopolitical Report - The 2015 Geopolitical Outlook (December 15, 2014)
  • Weekly Geopolitical Report - Hungary’s PM: Madman or Geopolitical Genius? (December 8, 2014)
  • Weekly Geopolitical Report - Reflections on the 25th Anniversary of the Fall of the Berlin Wall: Part 2 (November 24, 2014)
  • Weekly Geopolitical Report - Reflections on the 25th Anniversary of the Fall of the Berlin Wall: Part 1 (November 17, 2014)
  • Weekly Geopolitical Report - Manufacturing Renaissance? (November 10, 2014)
  • Weekly Geopolitical Report - A Smaller World (November 3, 2014)
  • Weekly Geopolitical Report - The Echo of Wirtschaftswunder (October 27, 2014)
  • Weekly Geopolitical Report - The Eighth Default of Argentina (October 20, 2014)
  • Weekly Geopolitical Report - Dilma or No Dilma? (October 13, 2014)
  • Weekly Geopolitical Report - Welcome to the World, the Country of Catalonia? (October 6, 2014)
  • Weekly Geopolitical Report - Ebola (September 29, 2014)
  • Weekly Geopolitical Report - The TTIP and the TPP (January 27, 2014)
  • Weekly Geopolitical Report - Best Consumed Below Zero? (December 9, 2013)
  • Weekly Geopolitical Report - Elections in Chile (November 25, 2013)
  • Weekly Geopolitical Report - France and the Iranian Negotiations (November 18, 2013)
  • Weekly Geopolitical Report - Let’s Party Like it’s 1978 (November 11, 2013)
  • Weekly Geopolitical Report - The Saudi Tribulation (November 4, 2013)
  • Weekly Geopolitical Report - India’s Maoist Problem (October 28, 2013)
  • Weekly Geopolitical Report - The Turmoil in Washington (October 14, 2013)
  • Weekly Geopolitical Report - The Gordon Dilemma (August 12, 2013)
  • Weekly Geopolitical Report - Syria and the Red Line (May 6, 2013)
  • Weekly Geopolitical Report - The 2013 Geopolitical Outlook (December 17, 2012)
  • Weekly Geopolitical Report - The 2012 Geopolitical Outlook (December 19, 2011)
  • Weekly Geopolitical Report - The Geopolitics of Geoengineering (May 11, 2009)
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