Episode Details

Welcome to the Mid-Year Outlook from Confluence Investment Management. Several Confluence macro analysts join the podcast to discuss this report: Advisory Director of Market Strategy Bill O'Grady, Chief Market Strategist Patrick Fearon-Hernandez, and Associate Market Strategists Thomas Wash and Daniel Ortwerth. Some of the themes discussed this week will be familiar to regular listeners of our bi-weekly geopolitical episodes, but mid-year is a good time to sharpen our geopolitical focus as a key part of our framework for investment strategy.