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.
288 episodios disponibles

Latest episodes of the podcast Confluence Podcasts

Mostrando página 3 de 15

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
Asset Allocation Bi-Weekly – Tackling Long-Term Interest Rates (3/3/25) 03/03/2025
Bi-Weekly Geopolitical Report – Sanctions as an Investment Risk (2/24/2025) 24/02/2025
Asset Allocation Bi-Weekly – Our Take on the Initial Trump Tariffs (2/18/25) 18/02/2025
Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q1 2025 12/02/2025
Bi-Weekly Geopolitical Report – Middle Eastern Stock Markets: An Overview (2/10/2025) 10/02/2025
Asset Allocation Bi-Weekly – American Exceptionalism and the Markets (2/3/25) 03/02/2025
Bi-Weekly Geopolitical Report – Trump and the Political Economy of Alliances (1/27/2025) 27/01/2025
Asset Allocation Bi-Weekly – Magnificent 7 to the Rescue! (1/21/25) 21/01/2025
Bi-Weekly Geopolitical Report – Syrian Surprise: Implications of a Sudden Regime Change (1/13/2025) 13/01/2025
Confluence of Ideas - The 2025 Outlook: A Year of Political and Policy Change 23/12/2024
Confluence of Ideas – The 2025 Geopolitical Outlook 16/12/2024
Asset Allocation Bi-Weekly – Household Cash Levels and the S&P 500 (12/9/24) 09/12/2024
Asset Allocation Bi-Weekly – Bonds and the Post-Election Environment (11/25/24) 25/11/2024
Bi-Weekly Geopolitical Report – Implications of North Korean Soldiers in the Ukraine War (11/18/2024) 18/11/2024
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