Podcast Episodes
Back to SearchBi-Weekly Geopolitical Report – Investment Implications of the Israel-Hamas Conflict (10/30/2023)
Episode 182
The conflict in the Middle East has plenty of investment implications. Confluence Market Strategist Patrick Fearon-Hernandez examines how the current…
2 years, 8 months ago
Asset Allocation Bi-Weekly - A Regime Change in Bonds? (10/23/23)
Episode 181
Widely accepted rules that have for many years defined the behavior of long-term bonds might be changing. Confluence Chief Market Strategist Bill O'G…
2 years, 8 months ago
Bi-Weekly Geopolitical Report – What Shall We Call the New Era? (10/16/2023)
Episode 180
As investors, we can sometimes be sidetracked by news events that seem huge at the time they happen. Many times we can make wiser decisions by steppi…
2 years, 9 months ago
Asset Allocation Bi-Weekly - The FOMC in 2024 (10/9/23)
Episode 179
Financial markets can be extremely sensitive to the Federal Reserve's interest rate policy. Perhaps not so much what the Fed has done, but what it mi…
2 years, 9 months ago
Bi-Weekly Geopolitical Report – The Oil Weapon Returns (10/2/2023)
Episode 178
Once again, oil is being wielded as a weapon, not only to boost revenue for producers, but also to achieve geopolitical goals. Where does it go from …
2 years, 9 months ago
Asset Allocation Bi-Weekly - Where's the Recession? A Recap (9/2523)
Episode 177
When we began the year, there was a general consensus that a recession was near. So far, the economy appears to have avoided a downturn. Over the pas…
2 years, 9 months ago
Bi-Weekly Geopolitical Report – Goodbye, Prigozhin (9/18/2023)
Episode 176
This week's episode examines the apparent assassination of Yevgeny Prigozhin, a member of Putin's inner circle and head of the Wagner Group, a Russia…
2 years, 10 months ago
Asset Allocation Bi-Weekly - Fiscal Tightening Looms (9/11/23)
Episode 175
In recent quarters, investors have focused heavily on issues such as consumer price inflation, and the Federal Reserve's monetary policy. Now, howev…
2 years, 10 months ago
Confluence of Ideas - The Economics of Defense in Great Power Competition
Episode 174
Confluence Market Strategist Patrick Fearon-Hernandez sits down with Phil Adler to discuss Great Power competition and the economics of national defe…
2 years, 10 months ago
Asset Allocation Bi-Weekly - Where’s the Recession? Examining Employment (8/14/2023)
Episode 173
A U.S. recession due to higher interest rates no longer seems imminent as the rate of inflation has been falling and the unemployment rate is near a …
2 years, 11 months ago