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Confluence Podcasts

Confluence Podcasts

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Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, as well as two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays).

Recent Episodes

  • The Confluence Mailbag – Our Top Issues, Tariffs & the Changing Policy Landscape (7/15/25)

    4 days ago

  • Asset Allocation Bi-Weekly – The Hidden Battle in the "One Big, Beautiful Bill" (6/30/25)

    3 weeks ago

  • Bi-Weekly Geopolitical Report – Introducing Friedrich Merz, Chancellor of Germany (6/23/2025)

    4 weeks ago

  • Asset Allocation Bi-Weekly – The Economy That Won't Die (6/16/25)

    1 month ago

  • Bi-Weekly Geopolitical Report – NATO's Baltic Vulnerability: Implications for Europe (6/13/2025)

    1 month ago

  • The Confluence Mailbag – A Mixed Bag of Bonds, Buffett, Defense & Crypto (6/10/25)

    1 month ago

  • Asset Allocation Bi-Weekly – The Japan Problem (6/2/25)

    2 months ago

  • Bi-Weekly Geopolitical Report – Why Greenland Matters (5/27/2025)

    2 months ago

  • Asset Allocation Bi-Weekly – White House vs. The Fed: The Looming Battle for US Monetary Policy (5/19/25)

    2 months ago

  • Bi-Weekly Geopolitical Report – Update on the US-China Military Balance of Power (5/16/2025)

    2 months ago