Confluence Podcasts Confluence Investment Management

Underinvesting can have serious long-term consequences, and in the U.S., government underinvestment in one key area is a worrisome trend. Investors might be surprised by just how much government spending contributes to overall GDP. Confluence Market Strategist Patrick Fearon-Hernandez takes a look at the latest numbers. 

A new national security law in China is fresh evidence that the global investment environment is changing. Confluence Chief Market Strategist Bill O'Grady discusses how investors can expect this to play out, and potential winners and losers.

New home sales have been trending higher lately, even with mortgage rates rising rapidly in recent months. Confluence Chief Market Strategist Bill O'Grady joins the podcast to explain why and discuss whether it's worthwhile to mine this trend for investment opportunities.

For almost eight decades now, investors have faced a risk that the world's great powers could come into conflict and unleash devastating nuclear war. Confluence Market Strategist Patrick Fearon-Hernandez discusses China's new efforts to build up its nuclear arsenal and why this will likely produce not only risks but also opportunities. 

The yield curve is inverted, and recession is in the forecast. Recent history suggests investment managers facing these circumstances nearly always recommend longer-term bonds within the fixed income space, but Confluence Investment Management says this time is different. Confluence Chief Market Strategist Bill O'Grady joins the podcast to explain why.

A recent agreement brokered by China represents a warming of relations between Saudi Arabia and Iran. Confluence Chief Market Strategist Bill O'Grady says this event is noteworthy on several levels. For one thing, it alters the international diplomacy gameboard, and investors may want to keep a close eye on how oil prices react.