Podcast Episodes
Back to SearchBi-Weekly Geopolitical Report – The Pandemic's Impact on Inequality (7/18/2022)
Episode 122
If one keeps up with the news, they will hear reports of widening income and wealth inequality in the U.S. According to the Census Bureau, in 2020, t…
4 years ago
Asset Allocation Bi-Weekly - The ECB Dilemma (7/11/2022)
Episode 121
We've heard a lot about the challenges for the U.S. Federal Reserve as it tries to strike a balance between sustaining economic growth and battling i…
4 years ago
Asset Allocation Bi-Weekly - The Selling of Austerity (6/27/2022)
Episode 120
Following the Fed's decision to raise interest rates, Federal Reserve Chair Powell stated that the Fed's goal is to bring about 2% inflation while ke…
4 years ago
Bi-Weekly Geopolitical Report – The 2022 Mid-Year Geopolitical Outlook (6/21/2022)
Episode 119
It's time for the Confluence Mid-Year Geopolitical Outlook: a look at world events likely to drive markets for the rest of the year and how investmen…
4 years, 1 month ago
Asset Allocation Bi-Weekly - Homebuilders Versus Apartment Builders (6/13/2022)
Episode 118
The homebuilder sector is no longer overweight in the Confluence Asset Allocation strategies for stocks. Patrick Fearon-Hernandez explains the recent…
4 years, 1 month ago
Bi-Weekly Geopolitical Report – Mineral Commodities in the World’s New Geopolitical Blocs (6/6/2022)
Episode 117
In Confluence's geopolitical report from May 9, 2022, we projected a world devolving into two major economic and political blocs: U.S.-led and China-…
4 years, 1 month ago
Asset Allocation Bi-Weekly - The Problem of Financial Conditions (5/31/2022)
Episode 116
As we read various comments from Federal Reserve officials, it appears the Fed is making no bones about it: the drive to bring down inflation by rais…
4 years, 1 month ago
Bi-Weekly Geopolitical Report – Going Nuclear with North Korea (5/23/2022)
Episode 115
Because of the Ukraine war, North Korea may have attracted less geopolitical scrutiny lately but its nuclear ambitions remain strong. Confluence Staf…
4 years, 1 month ago
Asset Allocation Bi-Weekly - The FOMC Speaks (5/16/2022)
Episode 114
The Federal Reserve's decision to raise interest rates earlier this month may have been widely expected but the financial markets' reaction up to thi…
4 years, 2 months ago
Bi-Weekly Geopolitical Report – Parsing the World’s New Geopolitical Blocs (5/9/2022)
Episode 113
A world with at least two sharply divided political and economic groupings seems more and more likely as globalization retreats in the face of new tr…
4 years, 2 months ago