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Bi-Weekly Geopolitical Report – Excess Capacity and Policy Change (6/11/2026)

Episode 315 Published 1 month, 1 week ago
Description

One long trusted economic indicator may no longer reliably indicate a noninflationary environment. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss how governments might be misled and what investors should watch for.

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