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The Confluence Mailbag – Escalation Dominance and the Costs of a Recession-Free World (11/5/25)
Episode 283
In this episode, Bill O’Grady and Mark Keller unpack the concept of escalation dominance in the US-China relationship and how societies endure pain. …
8 months, 2 weeks ago
Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q4 2025
Episode 281
In this episode, Confluence reviews the Asset Allocation rebalance for the fourth quarter of 2025, featuring a brief economic analysis and insights o…
8 months, 2 weeks ago
Asset Allocation Bi-Weekly – When the Financial System Finds a Cockroach (11/3/25)
Episode 280
Consumer debt levels are heading higher. Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins Phil Adler to disc…
8 months, 2 weeks ago
Bi-Weekly Geopolitical Report – China's Rising Power and the Implications for US Hegemony (10/27/2025)
Episode 279
China's advantage over the United States in key military and economic areas appears to be widening this year. It's possible to see that in the way tr…
8 months, 3 weeks ago
Asset Allocation Bi-Weekly – The Debasement Hedge: A Tale of Two Safeties (10/20/25)
Episode 278
The surging price of gold and rising stock indices seems to be an unlikely pairing. Confluence Associate Market Strategist and Certified Business Eco…
9 months ago
Bi-Weekly Geopolitical Report – Why the US Is Offering to Bail Out Argentina (10/13/2025)
Episode 277
Why did The US offer a $20 billion bailout to Argentina? Are there clear cut takeaways for investors? Confluence Chief Market Strategist Patrick Fear…
9 months, 1 week ago
The Confluence Mailbag – Dollar Dynamics and the Future of Fed Independence (10/7/25)
Episode 276
In this month's Confluence Mailbag, Bill O’Grady, Advisory Director – Market Strategy, and Mark Keller, CEO/CIO, delve into the connection between US…
9 months, 2 weeks ago
Asset Allocation Bi-Weekly – The AI Arms Race: Navigating the Divide Between Promise and Profit (10/6/25)
Episode 275
AI related investments have generated impressive results, but a look at how the big tech firms are channeling their current AI expenditures suggests …
9 months, 2 weeks ago
Bi-Weekly Geopolitical Report – US Influence on the Wane: New Evidence (9/29/2025)
Episode 274
Recent events offer new evidence that US influence around the world is diminishing. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins…
9 months, 3 weeks ago
Asset Allocation Bi-Weekly – Stopping the Bond Vigilante: How Fiscal Dominance Is Reshaping Global Markets (9/22/25)
Episode 273
With deficits rising, governments may resort to different strategies to help keep interest rates in check. Confluence Associate Market Strategist Tho…
9 months, 4 weeks ago