Podcast Episodes
Back to SearchAsset Allocation Bi-Weekly – In Warsh, We Trust? (7/20/26)
Episode 322
Financial markets are always trying to anticipate what the Fed's next move may be. Making an accurate prediction may become more challenging under ne…
1 day, 10 hours ago
Bi-Weekly Geopolitical Report – Dragon Boat Diplomacy: China’s Outreach to US Citizens (7/13/2026)
Episode 321
China's use of soft power to create a favorable public perception can reveal goals and tendencies useful for investors. Confluence Chief Market Strat…
1 week, 1 day ago
The Confluence Mailbag – No Solutions, Only Tradeoffs: Investor Self-Awareness, Oil's False Calm, and Fed Opacity (7/7/26)
Episode 320
Bill O'Grady and Mark Keller explore why investors should resist the temptation to abandon their core investment style during periods of market momen…
2 weeks ago
Confluence of Ideas - The Mid-Year Geopolitical Outlook
Episode 319
In our latest episode, the Confluence Macroeconomic Team breaks down the six geopolitical trends that we believe will shape the international landsca…
3 weeks, 1 day ago
Asset Allocation Bi-Weekly – The Evolution of the Tech Life Cycle (6/29/26)
Episode 318
Today's tech giants are poised for a maturity shift over the coming years, transitioning from high growth companies into more established market lead…
3 weeks, 1 day ago
Confluence of Ideas – Deja vu for Dividends?
Episode 317
History is rhyming. The last time dividend stocks were this out of favor, the dot-com bubble was peaking. Portfolio Manager Tom Dugan joins Director …
4 weeks ago
Asset Allocation Bi-Weekly – China Cut Its Energy Imports (6/15/26)
Episode 316
There was a bit of welcome news for consumers as world oil prices were moderating in early June even though the Strait of Hormuz remained essentially…
1 month ago
Bi-Weekly Geopolitical Report – Excess Capacity and Policy Change (6/11/2026)
Episode 315
One long trusted economic indicator may no longer reliably indicate a noninflationary environment. Confluence Chief Market Strategist Patrick Fearon-…
1 month, 1 week ago
Asset Allocation Bi-Weekly – The UAE's Exit From OPEC (6/1/26)
Episode 314
It may have taken a back seat among recent news headlines, but there has been a big shakeup within OPEC. Confluence Advisory Director of Market Strat…
1 month, 2 weeks ago
The Confluence Mailbag – The End of Hegemony, the Iran Stalemate, and the AI Bubble (5/26/26)
Episode 313
In the latest Confluence Mailbag, Bill O'Grady and Mark Keller revisit their long-held forecast that US hegemony is in decline and consider what a re…
1 month, 3 weeks ago