Podcast Episodes
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Confluence of Ideas – The Mid-Year Geopolitical Outlook 2025
Episode 262
In this Mid-Year 2025 report subtitled "Searching for the Endgames," Confluence analysts join Phil Adler to take a fresh look at key geopolitical tre…
1 year ago
The Confluence Mailbag – Our Top Issues, Tariffs, and the Changing Policy Landscape (7/15/25)
Episode 261
In this month’s episode, Bill O’Grady, Advisory Director – Market Strategy, and Mark Keller, CEO/CIO, share their market outlooks and what they view …
1 year ago
Asset Allocation Bi-Weekly – The Hidden Battle in the "One Big, Beautiful Bill" (6/30/25)
Episode 260
Tax and spending bills always have the potential to shake up the financial markets. One provision inside this year's bill gets some special attention…
1 year ago
Bi-Weekly Geopolitical Report – Introducing Friedrich Merz, Chancellor of Germany (6/23/2025)
Episode 259
It may be logical to assume that economically speaking as Germany goes, so goes Europe. Confluence Associate Market Strategist Daniel Ortwerth joins …
1 year ago
Asset Allocation Bi-Weekly – The Economy That Won't Die (6/16/25)
Episode 258
The economy and the stock market have been resilient in the face of soft looking economic data, a troubling bond market, and warnings by economists t…
1 year, 1 month ago
Bi-Weekly Geopolitical Report – NATO's Baltic Vulnerability: Implications for Europe (6/13/2025)
Episode 257
Europe's potential as an investment destination appears bright but realizing that potential depends on how the continent responds to the new geopolit…
1 year, 1 month ago
The Confluence Mailbag – A Mixed Bag of Bonds, Buffett, Defense, and Crypto (6/10/25)
Episode 256
In our new podcast series, Confluence will address your most frequent, thought-provoking, and insightful questions, drawing on our years of experienc…
1 year, 1 month ago
Asset Allocation Bi-Weekly – The Japan Problem (6/2/25)
Episode 255
The recent sharp sell off in Japanese bonds has worrisome implications for investors across the globe. Confluence Associate Market Analyst Thomas Was…
1 year, 1 month ago
Bi-Weekly Geopolitical Report – Why Greenland Matters (5/27/2025)
Episode 254
The US attention paid to Greenland, which has created headlines recently, should not be ignored by investors. Confluence Associate Market Strategist …
1 year, 1 month ago
Asset Allocation Bi-Weekly – White House vs. The Fed: The Looming Battle for US Monetary Policy (5/19/25)
Episode 253
President Trump has withdrawn his threat to fire Federal Reserve Chairman Jerome Powell for the time being, but the administration continues to criti…
1 year, 2 months ago