Confluence Podcasts Confluence Investment Management

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.

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.

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 markets might react to that.

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 strategies.

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 Stucke, analyst and chair of the Asset Allocation Committee.

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 us gain perspective.