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 6 de 15

Bi-Weekly Geopolitical Report – Investment Implications of the Israel-Hamas Conflict (10/30/2023) 30/10/2023
Asset Allocation Bi-Weekly - A Regime Change in Bonds? (10/23/23) 23/10/2023
Bi-Weekly Geopolitical Report – What Shall We Call the New Era? (10/16/2023) 16/10/2023
Asset Allocation Bi-Weekly - The FOMC in 2024 (10/9/23) 09/10/2023
Bi-Weekly Geopolitical Report – The Oil Weapon Returns (10/2/2023) 02/10/2023
Asset Allocation Bi-Weekly - Where's the Recession? A Recap (9/2523) 25/09/2023
Bi-Weekly Geopolitical Report – Goodbye, Prigozhin (9/18/2023) 18/09/2023
Asset Allocation Bi-Weekly - Fiscal Tightening Looms (9/11/23) 11/09/2023
Confluence of Ideas - The Economics of Defense in Great Power Competition 22/08/2023
Asset Allocation Bi-Weekly - Where’s the Recession? Examining Employment (8/14/2023) 14/08/2023
Asset Allocation Bi-Weekly - Part-Time Troubles (7/31/2023) 31/07/2023
Bi-Weekly Geopolitical Report – China's Collapsing Population (7/24/2023) 24/07/2023
Asset Allocation Bi-Weekly - Are Higher Interest Rates Bearish for Risk Assets? (7/17/2023) 17/07/2023
Confluence of Ideas - The 2023 Mid-Year Geopolitical Outlook 10/07/2023
Asset Allocation Bi-Weekly - The Green Shoots of Re-Industrialization (7/3/2023) 03/07/2023
Bi-Weekly Geopolitical Report – Distinguishing My Wife From a Hat, an AI Story (6/26/2023) 26/06/2023
Asset Allocation Bi-Weekly - The Great Divergence (6/20/2023) 20/06/2023
Bi-Weekly Geopolitical Report – The Issue of the Terms of Trade (6/16/2023) 16/06/2023
Asset Allocation Bi-Weekly - Weak Capital Investment by State and Local Governments (6/5/2023) 05/06/2023
Bi-Weekly Geopolitical Report – China's New National Security Law (5/30/2023) 30/05/2023
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