Confluence Investment Management Podcast Series
Asset Allocation Weekly - 11/20/2020
Asset Allocation Weekly - 11/13/2020
Asset Allocation Weekly - 11/6/2020
Asset Allocation Weekly - 10/30/2020
Confluence of Ideas - Foreign Policy Under a Biden or Trump Presidency
With the election looming, there is the potential for changes in foreign policy. Phil Adler, our host, interviews Bill O’Grady and Patrick Fearon-Hernandez as they address the future of American foreign policy. Bill discusses how a President Biden will conduct foreign policy, while Patrick examines what could be different with a second Trump term. This podcast relates to Weekly Geopolitical Reports published in late August on these topics. For Biden, there is a degree of uncertainty since he would be a new president. And, although it is tempting to assume a Trump presidency would be more of the same, there would likely be some differences as well. One possible change is that in a second term the Treasury might rely more on dollar weakness and less on tariffs to conduct trade policy.
Asset Allocation Weekly - 10/23/2020
Customer ReviewsSee All
Probably the smartest group of Analysts and managers available. They offer all research for free. Feel blessed to have them managing part of my assets. Not flashy but consistent, Enough skepticism to allow me to sleep at night.
I’ve been following the confluence investment team from their website for over 3 years now. For the very best on geopolitics, history & economics , look no further. I’m glad the podcasts are back !!