Episode Details

Confluence Chief Market Strategist Bill O’Grady, Market Strategist Patrick Fearon-Hernandez, and Staff Economist Thomas Wash discuss the firm’s mid-year geopolitical update. This edition’s theme is “Welcome to the Polycrisis.” Confluence’s macro team lays out the large number of geopolitical concerns that could affect markets for the rest of 2023. This podcast accompanies the in-depth Bi-Weekly Geopolitical Report also published on July 10, 2023.