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Confluence Podcasts

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).

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Last Episode Date: 17 June 2024

Total Episodes: 210

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17 June 2024
Bi-Weekly Geopolitical Report – Mid-Year Geopolitical Outlook: Uncertainty Reigns (6/17/2024)

Welcome to the mid year outlook from Confluence Investment Management.  Several Confluence analysts join Phil Adler for this report. They are Advisory Director Bill O'Grady, Chief Market Strategist Patrick Fearon-Hernandez, and Associate Market Strategists Thomas Wash and D...

19 min
10 June 2024
Asset Allocation Bi-Weekly - Copper, Gold, Treasurys, and the New World (6/10/24)

A comparison between copper and gold prices has in the past been a reasonably reliable predictor of bond yields, but it looks this indicator no longer works.  Confluence Associate Market Strategist Thomas Wash joins Phil Adler to explain why this is so.

10 min
3 June 2024
Bi-Weekly Geopolitical Report – The Philippines, China & Escalation in the South China Sea (6/3/2024)

The South China Sea is yet another geopolitical danger zone in a rapidly dividing world that demands investor attention. Confluence Associate Market Strategist Daniel Ortwerth joins Phil Adler to discuss the history of a territorial dispute that has the potential to erupt.

12 min
28 May 2024
Asset Allocation Bi-Weekly - The Importance of the Federal Reserve's Inflation Target (5/28/24)

Inflation in the United States may be cooling somewhat, but we are still not close to achieving the Federal Reserve's inflation target of 2%. Confluence Advisory Director of Market Strategy Bill O'Grady joins Phil Adler to discuss whether the 2% target might change and how m...

13 min
13 May 2024
Asset Allocation Bi-Weekly - The Immigration Paradox (5/13/24)

Immigration is certainly one of the top political issues that Americans are considering this election year. Confluence Associate Market Strategist Thomas Wash joins Phil Adler to explain how investors might fold this issue with all its complexities into their investment stra...

8 min
8 May 2024
Confluence of Ideas - Reviewing the Asset Allocation Rebalance: Q2 2024

In this episode, Confluence reviews the Asset Allocation rebalance for the second quarter of 2024, featuring a brief economic analysis and insights on asset class and security selection for the firm’s Asset Allocation portfolios. Joining the podcast for this recap is Kaisa...

12 min
7 May 2024
Bi-Weekly Geopolitical Report – Middle East: Land of Fault Lines (5/6/2024)

As the conflict in Gaza and the protests command our attention, a better understanding of the deep divisions in the Middle East might increase our confidence as we make key investment decisions. Confluence Associate Market Strategist Daniel Ortwerth joins Phil Adler to help ...

14 min
22 April 2024
Bi-Weekly Geopolitical Report – The Changing Face of War (4/22/2024)

The changing face of war makes it difficult for investors to identify exactly when war begins, when it ends, and when the right time is to implement a war-time investment strategy. Associate Market Strategist Daniel Ortwerth joins Phil Adler to offer some guidance.

11 min
15 April 2024
Asset Allocation Bi-Weekly - The Incremental Uranium Demand for Weapons (4/15/24)

The recent rally in the price of uranium appears to be more than just a flash in the pan. Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to focus on a major reason for this development that may be somewhat overlooked.

13 min
8 April 2024
Bi-Weekly Geopolitical Report – Is Japan Back? (4/8/2024)

The Japanese Nikkei 225 stock index was among the best performing in the world in 2023 and recently reached an all-time high. Confluence Associate Market Strategist Thomas Wash joins Phil Adler to discuss the reasons for the surge and whether there is room to grow from here.

9 min
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