Podcast Episodes
Back to SearchBi-Weekly Geopolitical Report – The Trade Trilemma Revisited (5/21/2026)
Episode 312
Financial markets appear adjusting to the reality of tariffs. Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joi…
1 month, 4 weeks ago
Asset Allocation Bi-Weekly – The Power of Gold (5/20/26)
Episode 311
Something unusual happened to the price of gold as the Iran war broke out. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adl…
2 months ago
Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q2 2026
Episode 310
In this episode, Confluence reviews the Asset Allocation rebalance for the second quarter of 2026, featuring a brief economic analysis and insights o…
2 months ago
Bi-Weekly Geopolitical Report – Europe's Push to Close the AI Gap (5/11/2026)
Episode 309
Europe is playing catch up to try to close the AI gap with the United States and China. Confluence Associate Market Strategist and Certified Business…
2 months, 1 week ago
Asset Allocation Bi-Weekly – The Consensus Builder (4/27/26)
Episode 308
Of what value to investors is a Federal Reserve Board chair who is a consensus builder? Confluence Associate Market Strategist and Certified Business…
2 months, 3 weeks ago
The Confluence Mailbag – Dollar Dominance, Private Credit, and the Great Rotation (4/24/26)
Episode 282
In this month's Confluence Mailbag, Bill O'Grady and Mark Keller examine what Iran's shift to yuan-denominated oil transactions means for the dollar'…
2 months, 3 weeks ago
Bi-Weekly Geopolitical Report – The War in Iran and the End of US Hegemony (4/20/2026)
Episode 307
The world has seen additional evidence this year that the United States is no longer the dominant power it once was. Confluence Chief Market Strategi…
3 months ago
Asset Allocation Bi-Weekly – Wars, Price Shocks, and Inventories (4/17/26)
Episode 306
The war in Iran is an event that is likely to change for the long term the way corporations manage their supply inventories. Think high instead of ju…
3 months ago
Asset Allocation Bi-Weekly – The Strategic Petroleum Reserve: A Primer (3/30/26)
Episode 305
As the Strait Of Hormuz remains closed due to the war with Iran, Western nations have only limited tools to try to keep the price of oil in check. On…
3 months, 3 weeks ago
Bi-Weekly Geopolitical Report – From the Shah to the Strait: The US Gamble to Stabilize the Gulf (3/23/2026)
Episode 304
Investors have already experienced dramatic initial volatility, but it appears that the war in Iran may also have significant long-term impacts on th…
3 months, 4 weeks ago