Podcast Episodes
Back to SearchAsset Allocation Bi-Weekly – Tackling Long-Term Interest Rates (3/3/25)
Episode 242
Mortgage rates in the neighborhood of 7% are dampening housing demand leading into what is normally a busy time of year for sales. Confluence Associa…
1 year, 4 months ago
Bi-Weekly Geopolitical Report – Sanctions as an Investment Risk (2/24/2025)
Episode 241
In an increasingly confrontational world, you can add sanctions to what seems like an expanding field of investment risks. Confluence Chief Market S…
1 year, 4 months ago
Asset Allocation Bi-Weekly – Our Take on the Initial Trump Tariffs (2/18/25)
Episode 240
The initial Trump tariffs did have an impact on financial markets, but the takeaway might not be what many investors expect. Confluence Chief Market …
1 year, 5 months ago
Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q1 2025
Episode 239
In this episode, Confluence reviews the Asset Allocation rebalance for the first quarter of 2025, featuring a brief economic analysis and insights on…
1 year, 5 months ago
Bi-Weekly Geopolitical Report – Middle Eastern Stock Markets: An Overview (2/10/2025)
Episode 238
Listeners might be surprised to learn which foreign stock markets are growing the fastest. Growth is not necessarily a reason to invest in these mark…
1 year, 5 months ago
Asset Allocation Bi-Weekly – American Exceptionalism and the Markets (2/3/25)
Episode 237
Investors looking for the next big opportunity might do best by not straying too far afield. Confluence Chief Market Strategist Patrick Fearon-Hernan…
1 year, 5 months ago
Bi-Weekly Geopolitical Report – Trump and the Political Economy of Alliances (1/27/2025)
Episode 236
American foreign policy and trade policy are likely to experience major changes under the new Trump administration. Confluence Chief Market Strategis…
1 year, 5 months ago
Asset Allocation Bi-Weekly – Magnificent 7 to the Rescue! (1/21/25)
Episode 235
For years, US Treasury bonds have been viewed as a safe-haven place for investors to hold cash, both to stabilize portfolios and await future opportu…
1 year, 6 months ago
Bi-Weekly Geopolitical Report – Syrian Surprise: Implications of a Sudden Regime Change (1/13/2025)
Episode 234
The regime change in Syria has sent shock ways across the Middle East. Associate Market Strategist Daniel Ortwerth joins Phil Adler to look at what m…
1 year, 6 months ago
Confluence of Ideas - The 2025 Outlook: A Year of Political and Policy Change
Episode 233
Confluence's official 2025 Outlook anticipates continued-but-moderating economic growth, sticky inflation, and limited interest rate cuts, which will…
1 year, 6 months ago