43 episodes

Confluence Investment Management Podcast Series

Confluence Podcasts Confluence Investment Management

    • Investing
    • 5.0 • 20 Ratings

Confluence Investment Management Podcast Series

    Asset Allocation Weekly - 11/20/2020

    Asset Allocation Weekly - 11/20/2020

    • 7 min
    Asset Allocation Weekly - 11/13/2020

    Asset Allocation Weekly - 11/13/2020

    • 7 min
    Asset Allocation Weekly - 11/6/2020

    Asset Allocation Weekly - 11/6/2020

    • 6 min
    Asset Allocation Weekly - 10/30/2020

    Asset Allocation Weekly - 10/30/2020

    • 9 min
    Confluence of Ideas - Foreign Policy Under a Biden or Trump Presidency

    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.

    • 19 min
    Asset Allocation Weekly - 10/23/2020

    Asset Allocation Weekly - 10/23/2020

    • 5 min

Customer Reviews

5.0 out of 5
20 Ratings

20 Ratings

Marv1226 ,

Wicked Smart

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.

johnny.zim ,

The best!!!

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 !!

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