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The Confluence Mailbag – From Iran to AI: Making Sense of Today’s Markets (3/19/26)
Episode 303
Bill O’Grady and Mark Keller tackle some pressing market topics, opening with a nuanced look at how the conflict in Iran might unfold and what curren…
4 months ago
Confluence of Ideas – The Case for Hard Assets: An Update for 2026 (3/17/26)
Episode 302
Now is a great time to revisit the Case for Hard Assets, an investment area that’s drawing considerable interest these days. Confluence Advisory Dire…
4 months ago
Asset Allocation Bi-Weekly – Are Long-Term Treasurys No Longer a Safe Haven? (3/16/26)
Episode 301
After the war with Iran began, the dollar recorded its largest weekly advance since November 2024. But another traditional favorite destination for i…
4 months ago
Bi-Weekly Geopolitical Report – The Geopolitics of US Dollar Stablecoins (3/13/2026)
Episode 300
The increased supply of dollar-backed stablecoins has the potential for wide-ranging impacts, including support for the dollar and an infusion perhap…
4 months, 1 week ago
Asset Allocation Bi-Weekly – The Dip That Didn’t Bounce (3/6/26)
Episode 299
Younger investors appear to have more influence on the stock market than they used to and there are signs that they are becoming more cautious. Confl…
4 months, 2 weeks ago
Bi-Weekly Geopolitical Report – The Great Chinese Purge (2/27/2026)
Episode 298
The subject this week is China and how the purge of government officials going on inside that country might eventually impact investors. Confluence C…
4 months, 3 weeks ago
Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q1 2026
Episode 297
In this episode, Confluence reviews the Asset Allocation rebalance for the first quarter of 2026, featuring a brief economic analysis and insights on…
5 months ago
Asset Allocation Bi-Weekly – The Warsh Doctrine (2/17/26)
Episode 296
President Trump has made it obvious he wants a Federal Reserve chair who will push for lower interest rates. Does Kevin Warsh fit the bill? Confluenc…
5 months ago
Bi-Weekly Geopolitical Report – US Foreign Policy: Comparing the New vs the Old (2/9/2026)
Episode 295
A close look at changes taking place in US foreign policy can be revealing from an investment standpoint. Recent changes have been sharp, but it's na…
5 months, 1 week ago
The Confluence Mailbag – Global Shifts and the Next Market Drivers (2/5/26)
Episode 294
Confluence’s first Mailbag Podcast episode of the year is a wide-ranging conversation on geopolitics and evolving market trends. Bill O’Grady and Mar…
5 months, 2 weeks ago