Podcast Episodes
Back to SearchBi-Weekly Geopolitical Report – The EU Parliamentary Elections: New Strength for the Right (7/1/2024)
Episode 212
A tilt to the right in European politics has markets taking notice. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins host Phil Adler…
2 years ago
Asset Allocation Bi-Weekly – Small Caps and the Hope for a Soft Landing (6/24/24)
Episode 211
Small cap stocks may be poised for a rebound. Associate Market Strategist Thomas Wash joins the podcast to explain why.
2 years ago
Bi-Weekly Geopolitical Report – Mid-Year Geopolitical Outlook: Uncertainty Reigns (6/17/2024)
Episode 210
Welcome to the Mid-Year Outlook from Confluence Investment Management. Several Confluence macro analysts join the podcast to discuss this report: Adv…
2 years, 1 month ago
Asset Allocation Bi-Weekly - Copper, Gold, Treasurys, and the New World (6/10/24)
Episode 209
A comparison between copper and gold prices has in the past been a reasonably reliable predictor of bond yields, but it looks like this indicator no …
2 years, 1 month ago
Bi-Weekly Geopolitical Report – The Philippines, China & Escalation in the South China Sea (6/3/2024)
Episode 208
The South China Sea is yet another geopolitical danger zone in a rapidly dividing world that demands investor attention. Confluence Associate Market …
2 years, 1 month ago
Asset Allocation Bi-Weekly - The Importance of the Federal Reserve's Inflation Target (5/28/24)
Episode 207
Inflation in the United States may be cooling somewhat, but we are still not close to achieving the Federal Reserve's inflation target of 2%. Conflue…
2 years, 1 month ago
Asset Allocation Bi-Weekly - The Immigration Paradox (5/13/24)
Episode 206
Immigration is certainly one of the top political issues that Americans are considering this election year. Confluence Associate Market Strategist Th…
2 years, 2 months ago
Confluence of Ideas - Reviewing the Asset Allocation Rebalance: Q2 2024
Episode 205
In this episode, Confluence reviews the Asset Allocation rebalance for the second quarter of 2024, featuring a brief economic analysis and insights o…
2 years, 2 months ago
Bi-Weekly Geopolitical Report – Middle East: Land of Fault Lines (5/6/2024)
Episode 204
As the conflict in Gaza and the protests command our attention, a better understanding of the deep divisions in the Middle East might increase our co…
2 years, 2 months ago
Bi-Weekly Geopolitical Report – The Changing Face of War (4/22/2024)
Episode 203
The changing face of war makes it difficult for investors to identify exactly when war begins, when it ends, and when is the right time to implement …
2 years, 3 months ago