Confluence Podcasts

Confluence Podcasts

Por: Confluence Investment Management
Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays), and a new monthly Q&A format called the Confluence Mailbag.
290 episodios disponibles

Latest episodes of the podcast Confluence Podcasts

Mostrando página 2 de 15

Bi-Weekly Geopolitical Report – Tariff Trilemma: The Three Rs Driving US Trade Policy (9/2/2025) 02/09/2025
The Confluence Mailbag – Small Caps, Stablecoins, and Strategy Shifts (8/20/25) 20/08/2025
Asset Allocation Bi-Weekly – Navigating the Waves of BLS Revisions (8/18/25) 18/08/2025
Bi-Weekly Geopolitical Report – Update on US and China Defense Spending (8/11/2025) 11/08/2025
Asset Allocation Bi-Weekly – No Country for Recessions (8/8/25) 08/08/2025
Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q3 2025 28/07/2025
Bi-Weekly Geopolitical Report – Implications of the Israel-Iran Conflict (7/28/2025) 28/07/2025
Asset Allocation Bi-Weekly – Stablecoin: Treasury's Next Big Bet? (7/21/25) 21/07/2025
Confluence of Ideas – The Mid-Year Geopolitical Outlook 2025 18/07/2025
The Confluence Mailbag – Our Top Issues, Tariffs, and 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, and 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
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