Podcast Episodes
Back to SearchBi-Weekly Geopolitical Report – The Great AI Race: A Sputnik Moment for the 21st Century (9/15/2025)
Episode 272
The race for global AI dominance has crucial implications for governments and financial markets. Much like Sputnik, this isn't just about a single te…
10 months ago
Asset Allocation Bi-Weekly – The Cap-Weighted and Equal-Weighted S&P 500 (9/8/25)
Episode 271
Your investment in the S&P 500 might not be as diversified as you think. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler…
10 months, 1 week ago
Bi-Weekly Geopolitical Report – Tariff Trilemma: The Three Rs Driving US Trade Policy (9/2/2025)
Episode 270
Are tariffs working the way the Trump planned? Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins Phil Adler t…
10 months, 2 weeks ago
The Confluence Mailbag – Small Caps, Stablecoins, and Strategy Shifts (8/20/25)
Episode 269
In our August Mailbag, Bill O’Grady, Advisory Director – Market Strategy, and Mark Keller, CEO/CIO, examine the recent underperformance of small caps…
11 months ago
Asset Allocation Bi-Weekly – Navigating the Waves of BLS Revisions (8/18/25)
Episode 268
Can we rely on government statistics to help guide our investment decisions? Confluence Associate Market Strategist and Certified Business Economist …
11 months ago
Bi-Weekly Geopolitical Report – Update on US and China Defense Spending (8/11/2025)
Episode 267
The race between the United States and China for military superiority might be a lot more complicated and worrisome than the headline numbers suggest…
11 months, 1 week ago
Asset Allocation Bi-Weekly – No Country for Recessions (8/8/25)
Episode 266
Are investors right to downplay the risk of recession? It certainly looks like the markets have been acting that way this year. Confluence Advisory D…
11 months, 1 week ago
Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q3 2025
Episode 265
In this episode, Confluence reviews the Asset Allocation rebalance for the third quarter of 2025, featuring a brief economic analysis and insights on…
11 months, 3 weeks ago
Bi-Weekly Geopolitical Report – Implications of the Israel-Iran Conflict (7/28/2025)
Episode 264
This year's turmoil in the Middle East appears to strengthen the case for investment strategies that Confluence Investment Management has maintained …
11 months, 3 weeks ago
Asset Allocation Bi-Weekly – Stablecoin: Treasury's Next Big Bet? (7/21/25)
Episode 263
The US Treasury is looking for answers as it eyes higher interest rates in an environment of uncertain demand for rising US debt. Confluence Associat…
1 year ago