Podcast Episodes
Back to SearchBi-Weekly Geopolitical Report – Update on the US-China Military Balance of Power (5/16/2025)
Episode 252
The race between the United States and China for military superiority will continue to have major implications for investors. Confluence Associate Ma…
1 year, 2 months ago
Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q2 2025
Episode 251
In this episode, Confluence reviews the Asset Allocation rebalance for the second quarter of 2025, featuring a brief economic analysis and insights o…
1 year, 2 months ago
Asset Allocation Bi-Weekly – US Capital Flight and the Implications for Investors (5/5/25)
Episode 250
Oh, what a difference one quarter can make! The mood has certainly changed on Wall Street since the beginning of the year as investors seem to be los…
1 year, 2 months ago
Bi-Weekly Geopolitical Report – Export Controls: Another Battle in the US-China Trade War (5/2/2025)
Episode 249
Tariffs may be the most noticeable but they're not the only strategy in the economic conflict between the US and China. In this episode, Confluence A…
1 year, 2 months ago
Asset Allocation Bi-Weekly – From Magnificent 7 to European Revival (4/14/25)
Episode 248
The recent outperformance of European stocks has been noteworthy. Confluence Associate Market Strategist Thomas Wash joins Phil Adler to discuss why …
1 year, 3 months ago
Bi-Weekly Geopolitical Report – Growing Fragility in the US Bloc (4/7/2025)
Episode 247
Should the current strain in traditional US alliances prompt investors to consider an immediate strategy adjustment? Confluence Chief Market Strategi…
1 year, 3 months ago
Asset Allocation Bi-Weekly – Managing an Economic Slowdown (3/31/25)
Episode 246
It appears a slowdown now underway may be part of the Trump administration's economic plan. Confluence Associate Market Strategist Thomas Wash discus…
1 year, 3 months ago
Bi-Weekly Geopolitical Report – The Bessent Gambit (3/28/2025)
Episode 245
Are Trump tariffs working as the administration expected? Confluence Advisory Director of Market Strategy Bill O'Grady joins Phil Adler to unpack the…
1 year, 3 months ago
Asset Allocation Bi-Weekly – Equities as an Inflation Hedge? (3/17/25)
Episode 244
It might be time to take a new look at the relationship between inflation and stock market performance. The old adage is that inflation is bad for st…
1 year, 4 months ago
Bi-Weekly Geopolitical Report – United Arab Emirates: An Overview (3/10/2025)
Episode 243
Many stock markets in The Middle East are growing in market cap, and investors are paying attention. Confluence Associate Market Strategist, Daniel O…
1 year, 4 months ago