Podcast Episodes
Back to SearchBi-Weekly Geopolitical Report – The US Presidential Elections: Foreign Policy Implications (10/7/2024)
Episode 222
As election day nears, this week's report explores foreign policy differences between the two US presidential candidates, which could have investment…
1 year, 9 months ago
Asset Allocation Bi-Weekly – Presidential Cycles and Stock Performance (9/30/24)
Episode 221
With the presidential election coming up, we will consider a timely topic this week: Does the stock market prefer one of the two major political part…
1 year, 9 months ago
Bi-Weekly Geopolitical Report – Eight Megatrends Every Investor Should Know (9/23/2024)
Episode 220
For investors, it can be pretty easy to overreact to day-to-day market moving events. Confluence Chief Market Strategist Patrick Fearon-Hernandez joi…
1 year, 9 months ago
Asset Allocation Bi-Weekly – The Benjamin Button Dividend (9/16/24)
Episode 219
Large cap stocks aren't what they used to be. Confluence Investment Management Associate Market Strategist Thomas Wash joins Phil Adler to discuss wh…
1 year, 10 months ago
Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q3 2024
Episode 218
In this episode, Confluence reviews the Asset Allocation rebalance for the third quarter of 2024, featuring a brief economic analysis and insights on…
1 year, 10 months ago
Bi-Weekly Geopolitical Report – Prospects for the Dollar in a Fracturing World (9/9/2024)
Episode 217
Is a strong US dollar a good or bad thing for investors? Confluence Chief Market Strategist Patrick Fearon-Hernandez discusses prospects for the doll…
1 year, 10 months ago
Asset Allocation Bi-Weekly – Activist vs. Accommodative Treasury Issuance (8/26/24)
Episode 216
One of the challenges for fixed income investors is figuring out what part of the yield curve is most attractive and carries the least risk at any pa…
1 year, 10 months ago
Asset Allocation Bi-Weekly – The Price of Central Bank Independence (7/29/24)
Episode 215
As the Federal Reserve delayed interest rate cuts this year, signs of impatience have become more evident. For one thing, we've read and heard opinio…
1 year, 11 months ago
Bi-Weekly Geopolitical Report – Meet Ferdinand Marcos Jr., President of the Philippines (7/22/2024)
Episode 214
China's effort to control the South China Sea and push back against the Philippines is at the top of Confluence's list of potentially game-changing g…
2 years ago
Asset Allocation Bi-Weekly – A New Factor for Gold Prices (7/15/24)
Episode 213
A traditional formula to predict gold prices no longer seems to work. Confluence Advisory Director of Market Strategy Bill O'Grady discusses why inve…
2 years ago