Confluence Podcasts

Confluence Investment Management
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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.

  1. The Confluence Mailbag – Money, Market Risks, and Investing in a Multipolar World (12/29/25)

    6D AGO

    The Confluence Mailbag – Money, Market Risks, and Investing in a Multipolar World (12/29/25)

    Bill O’Grady and Mark Keller close out the final episode of the year by examining some key factors shaping markets heading into 2026 — from China’s growing gold purchases and efforts to build an alternative to the dollar system, to what a more dovish Fed could mean for the dollar and bonds. They discuss the risk of earnings disappointment next year, the importance of maintaining investment discipline amid market temptations, and their outlook for hard assets in a world shifting toward a multipolar global order. To have your question answered in a future episode, email: mailbag@confluenceim.com.

    31 min

  2. 12/15/2025

    Bi-Weekly Geopolitical Report – The 2026 Geopolitical Outlook (12/15/2025)

    In this episode, members of the Confluence Macroeconomic Team sit down with Phil Adler to assess the geopolitical outlook for 2026. Six big picture trends that are guideposts for Confluence's investment recommendations are discussed including stablecoins, spheres of influence, and data centers.

    22 min

  3. 12/11/2025

    Confluence of Ideas - 2026 Outlook: Implications of the New Techno-Industrial State

    Confluence's official 2026 Outlook anticipates a reacceleration of the economy next year and a low risk of recession. Three of the co-authors of the report, Chief Market Strategist Patrick Fearon-Hernandez, Advisory Director - Market Strategy Bill O'Grady, and Associate Market Strategist Thomas Wash, join the podcast to examine the main themes of Confluence's expectations and discuss how investors can utilize an outlook piece such as this to review the big picture: where they've been, what the new year has in store, and how they might prepare for it.

    17 min

  4. 12/08/2025

    Asset Allocation Bi-Weekly – What Catch-Up Economic Reports Say About the AI Boom (12/8/25)

    Late arriving economic reports have delivered mixed results on the health of the US economy. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss takeaways for investors.

    9 min

  5. 11/17/2025

    Asset Allocation Bi-Weekly – The Inflation Adjustment for Social Security Benefits in 2026 (11/17/25)

    Social Security has been, over the years, a slowly expanding support prop for the US economy. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss the impact of the Social Security cost of living adjustment for 2026.

    8 min

  6. 11/17/2025

    Bi-Weekly Geopolitical Report – Meet Sanae Takaichi (10/27/2025)

    The policies of the new Japanese prime minister may provide a boost for Japanese stocks. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss what the election of Sanae Takaichi means for investors.

    10 min
  7. The Confluence Mailbag – Escalation Dominance and the Costs of a Recession-Free World (11/5/25)

    11/05/2025

    The Confluence Mailbag – Escalation Dominance and the Costs of a Recession-Free World (11/5/25)

    In this episode, Bill O’Grady and Mark Keller unpack the concept of escalation dominance in the US-China relationship and how societies endure pain. They consider the likelihood and potential depth of recession, examining the trade-offs that arise when the Fed and other policymakers intervene to prevent downturns and identifying areas of malinvestment in today’s markets. Additional topics include the forthcoming Supreme Court ruling on tariff legality and their outlook for gold. Submit your question for a future episode to: mailbag@confluenceim.com.

    33 min
  8. Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q4 2025

    11/03/2025

    Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q4 2025

    In this episode, Confluence reviews the Asset Allocation rebalance for the fourth quarter of 2025, featuring a brief economic analysis and insights on asset class and security selection for the firm’s Asset Allocation portfolios. Joining the podcast to recap the rationale for this quarter's changes is Kaisa Stucke, analyst and chair of the Asset Allocation Committee's quarterly investment meetings.

    14 min
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4.9
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27 Ratings

About

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.

Information

  • Creator
    Confluence Investment Management
  • Years Active
    2015 - 2025
  • Episodes
    288
  • Rating
    Clean
  • Copyright
    ℗ & © 2025 Confluence Investment Management
  • Show Website
    Confluence Podcasts

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