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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

  • Confluence of Ideas - Reviewing the Asset Allocation Rebalance: Q4 2024

    5 days ago

  • Asset Allocation Bi-Weekly -Let's Talk About Tariffs! (11/11/24)

    5 days ago

  • Bi-Weekly Geopolitical Report – Rising US & Global Debt: A Perspective Check (11/4/2024)

    2 weeks ago

  • Asset Allocation Bi-Weekly -The Inflation Adjustment for Social Security Benefits in 2025 (10/28/24)

    3 weeks ago

  • Bi-Weekly Geopolitical Report – Israel's Pager Caper and Supply Chain Security (10/21/2024)

    4 weeks ago

  • Asset Allocation Bi-Weekly -The Yield Curve Un-Inverts (10/14/24)

    1 month ago

  • Bi-Weekly Geopolitical Report – The US Presidential Elections: Foreign Policy Implications (10/7/2024)

    1 month ago

  • Asset Allocation Bi-Weekly - Presidential Cycles and Stock Performance (9/30/24)

    2 months ago

  • Bi-Weekly Geopolitical Report – Eight Megatrends Every Investor Should Know (9/23/2024)

    2 months ago

  • Asset Allocation Bi-Weekly - The Benjamin Button Dividend (9/16/24)

    2 months ago