Confluence Podcasts

Confluence Podcasts

Por: Confluence Investment Management
Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, as well as two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays).
282 episodios disponibles

Latest episodes of the podcast Confluence Podcasts

Mostrando página 2 de 15

Confluence of Ideas – The Mid-Year Geopolitical Outlook 2025 18/07/2025
The Confluence Mailbag – Our Top Issues, Tariffs & the Changing Policy Landscape (7/15/25) 15/07/2025
Asset Allocation Bi-Weekly – The Hidden Battle in the "One Big, Beautiful Bill" (6/30/25) 30/06/2025
Bi-Weekly Geopolitical Report – Introducing Friedrich Merz, Chancellor of Germany (6/23/2025) 23/06/2025
Asset Allocation Bi-Weekly – The Economy That Won't Die (6/16/25) 16/06/2025
Bi-Weekly Geopolitical Report – NATO's Baltic Vulnerability: Implications for Europe (6/13/2025) 13/06/2025
The Confluence Mailbag – A Mixed Bag of Bonds, Buffett, Defense & Crypto (6/10/25) 10/06/2025
Asset Allocation Bi-Weekly – The Japan Problem (6/2/25) 02/06/2025
Bi-Weekly Geopolitical Report – Why Greenland Matters (5/27/2025) 27/05/2025
Asset Allocation Bi-Weekly – White House vs. The Fed: The Looming Battle for US Monetary Policy (5/19/25) 19/05/2025
Bi-Weekly Geopolitical Report – Update on the US-China Military Balance of Power (5/16/2025) 16/05/2025
Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q2 2025 14/05/2025
Asset Allocation Bi-Weekly – US Capital Flight and the Implications for Investors (5/5/25) 05/05/2025
Bi-Weekly Geopolitical Report – Export Controls: Another Battle in the US-China Trade War (5/2/2025) 02/05/2025
Asset Allocation Bi-Weekly – From Magnificent 7 to European Revival (4/14/25) 14/04/2025
Bi-Weekly Geopolitical Report – Growing Fragility in the US Bloc (4/7/2025) 07/04/2025
Asset Allocation Bi-Weekly – Managing an Economic Slowdown (3/31/25) 31/03/2025
Bi-Weekly Geopolitical Report – The Bessent Gambit (3/28/2025) 28/03/2025
Asset Allocation Bi-Weekly – Equities as an Inflation Hedge? (3/17/25) 17/03/2025
Bi-Weekly Geopolitical Report – United Arab Emirates: An Overview (3/10/2025) 13/03/2025
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