Podcast Index

Podcasts

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AI in 60 Seconds | The 15-min Monthly Briefing AI in 60 Seconds | The 15-min Monthly Briefing AI4SP The Mindset Architect Podcast The Mindset Architect Podcast Tony Caliendo | Business Coach, Mindset Coach, Life Coach | Focus on thoughts, feelings, actions, and results in both business and life Meet the Franchise Meet the Franchise 1851 Franchise Alex Becker Channel Alex Becker Channel Alex Becker Channel The Dollar Vigilante The Dollar Vigilante Jeff Berwick Cenário Econômico com Leandro Resende Cenário Econômico com Leandro Resende Rádio CBN Telemetry Transportation Daily Telemetry Transportation Daily Sam Abuelsamid Handelsblatt Today – Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage Handelsblatt Today – Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage Solveig Gode, Nicole Bastian, Sandra Groeneveld, Nele Dohmen, Anis Mičijević, Ben Mendelson, Aileen Bunte BFM Bourse BFM Bourse BFM Business Success In Trucking Podcast Powered By ES Success In Trucking Podcast Powered By ES Expediter Services RBC's Markets in Motion RBC's Markets in Motion RBC Capital Markets BNP Paribas Wealth Management BNP Paribas Wealth Management Investment Strategy podcast Best Stocks Now with Bill Gunderson Best Stocks Now with Bill Gunderson Bill Gunderson The IDEMS Podcast The IDEMS Podcast IDEMS International KGCI: Real Estate on Air KGCI: Real Estate on Air KGCI: Real Estate on Air AllPaths Podcast AllPaths Podcast AllPaths Family Building Mindset Reloaded - Brian Tracy Motivation Daily Mindset Reloaded - Brian Tracy Motivation Daily Motiv Energytech Startups Energytech Startups collide. Valuetainment Valuetainment Valuetainment The Chemical Show: Where Leaders Talk Business The Chemical Show: Where Leaders Talk Business Victoria Meyer Bloomberg Surveillance Bloomberg Surveillance Bloomberg WSJ Minute Briefing WSJ Minute Briefing The Wall Street Journal Becker’s Payer Issues Podcast Becker’s Payer Issues Podcast Becker's Healthcare Confluence Podcasts Confluence Podcasts Confluence Investment Management Diary of a CFO | Financial Strategies for Smart Business Growth Diary of a CFO | Financial Strategies for Smart Business Growth Ademola Odewade, BSc., ACA, MBA | Fractional CFO | Financial Strategies Expert. Issaquah Buzz Issaquah Buzz issaquahbuzz Women Changing Leadership with Stacy Mayer Women Changing Leadership with Stacy Mayer Stacy Mayer FTR | State of Freight FTR | State of Freight FTR Repossible Repossible Bradley Charbonneau LAMBS TO LIONS LAMBS TO LIONS Matt Funk My Car Guru Podcast My Car Guru Podcast My Car Guru...Lennie Lawson AI Investing: for the AI Investor AI Investing: for the AI Investor AI Investing AI Hustle: Make Money with AI AI Hustle: Make Money with AI Jaeden Schafer and Jamie McCauley The Move Abroad Coach Podcast The Move Abroad Coach Podcast Richelle Gamlam Agriland Podcasts Agriland Podcasts Agriland LBX Collective LBX Collective Brandon Willey
Confluence Podcasts

Business

Confluence Podcasts

Confluence Investment Management

The Confluence Mailbag – No Solutions, Only Tradeoffs: Investor Self-Awareness, Oil's False Calm, and Fed Opacity (7/7/26)

July 07, 2026 10:38am 33 min

Bill O'Grady and Mark Keller explore why investors should resist the temptation to abandon their core investment style during periods of market momentum. They unpack how oil prices surprisingly avoided a spike given rece...

Confluence of Ideas - The Mid-Year Geopolitical Outlook

June 29, 2026 9:36am 20 min

In our latest episode, the Confluence Macroeconomic Team breaks down the six geopolitical trends that we believe will shape the international landscape in the second half of 2026. From the disruptions in the Strait of Ho...

Asset Allocation Bi-Weekly – The Evolution of the Tech Life Cycle (6/29/26)

June 29, 2026 7:39am 8 min

Today's tech giants are poised for a maturity shift over the coming years, transitioning from high growth companies into more established market leaders. Confluence Associate Market Strategist and Certified Business Econ...

Confluence of Ideas – Deja vu for Dividends?

June 23, 2026 8:42am 8 min

History is rhyming. The last time dividend stocks were this out of favor, the dot-com bubble was peaking. Portfolio Manager Tom Dugan joins Director of RIA Relationships Emily D'Agostino to discuss why that dynamic looks...

Asset Allocation Bi-Weekly – China Cut Its Energy Imports (6/15/26)

June 15, 2026 12:02am 10 min

There was a bit of welcome news for consumers as world oil prices were moderating in early June even though the Strait of Hormuz remained essentially closed. Confluence Chief Market Strategist Patrick Fearon-Hernandez jo...

Bi-Weekly Geopolitical Report – Excess Capacity and Policy Change (6/11/2026)

June 11, 2026 10:09am 16 min

One long trusted economic indicator may no longer reliably indicate a noninflationary environment. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss how governments might be misled a...

Asset Allocation Bi-Weekly – The UAE's Exit From OPEC (6/1/26)

June 01, 2026 2:38am 6 min

It may have taken a back seat among recent news headlines, but there has been a big shakeup within OPEC. Confluence Advisory Director of Market Strategy Bill O'Grady joins Phil Adler to discuss what this may mean for inv...

The Confluence Mailbag – The End of Hegemony, the Iran Stalemate, and the AI Bubble (5/26/26)

May 26, 2026 2:15pm 35 min

In the latest Confluence Mailbag, Bill O'Grady and Mark Keller revisit their long-held forecast that US hegemony is in decline and consider what a return to a multipolar world order could mean for investors, outlining th...

Bi-Weekly Geopolitical Report – The Trade Trilemma Revisited (5/21/2026)

May 21, 2026 7:26am 9 min

Financial markets appear adjusting to the reality of tariffs. Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins Phil Adler to discuss what we have learned in the past year and how ...

Asset Allocation Bi-Weekly – The Power of Gold (5/20/26)

May 20, 2026 9:05am 7 min

Something unusual happened to the price of gold as the Iran war broke out. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler today to discuss what happened and what this might mean for the futu...

Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q2 2026

May 18, 2026 7:26am 17 min

In this episode, Confluence reviews the Asset Allocation rebalance for the second quarter of 2026, featuring a brief economic analysis and insights on asset class and security selection for the firm’s Asset Allocation po...

Bi-Weekly Geopolitical Report – Europe's Push to Close the AI Gap (5/11/2026)

May 11, 2026 7:31am 7 min

Europe is playing catch up to try to close the AI gap with the United States and China. Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins Phil Adler to discuss the hurdles and the ...

Asset Allocation Bi-Weekly – The Consensus Builder (4/27/26)

April 27, 2026 2:38am 5 min

Of what value to investors is a Federal Reserve Board chair who is a consensus builder? Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins Phil Adler to tell us why this is importan...

The Confluence Mailbag – Dollar Dominance, Private Credit, and the Great Rotation (4/24/26)

April 24, 2026 9:34am 31 min

In this month's Confluence Mailbag, Bill O'Grady and Mark Keller examine what Iran's shift to yuan-denominated oil transactions means for the dollar's reserve currency status and why viable alternatives remain elusive. T...

Bi-Weekly Geopolitical Report – The War in Iran and the End of US Hegemony (4/20/2026)

April 20, 2026 9:16am 11 min

The world has seen additional evidence this year that the United States is no longer the dominant power it once was. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss how investors c...

Asset Allocation Bi-Weekly – Wars, Price Shocks, and Inventories (4/17/26)

April 17, 2026 11:02am 10 min

The war in Iran is an event that is likely to change for the long term the way corporations manage their supply inventories. Think high instead of just in time. Confluence Chief Market Strategist Patrick Fearon-Hernandez...

Asset Allocation Bi-Weekly – The Strategic Petroleum Reserve: A Primer (3/30/26)

March 30, 2026 12:52am 9 min

As the Strait Of Hormuz remains closed due to the war with Iran, Western nations have only limited tools to try to keep the price of oil in check. One strategy is to release stored oil from the Strategic Petroleum Reserv...

Bi-Weekly Geopolitical Report – From the Shah to the Strait: The US Gamble to Stabilize the Gulf (3/23/2026)

March 23, 2026 12:48am 11 min

Investors have already experienced dramatic initial volatility, but it appears that the war in Iran may also have significant long-term impacts on the financial markets. Confluence Associate Market Strategist and Certifi...

The Confluence Mailbag – From Iran to AI: Making Sense of Today’s Markets (3/19/26)

March 19, 2026 9:11am 36 min

Bill O’Grady and Mark Keller tackle some pressing market topics, opening with a nuanced look at how the conflict in Iran might unfold and what current market expectations may be overlooking. They discuss the concentratio...

Confluence of Ideas – The Case for Hard Assets: An Update for 2026 (3/17/26)

March 17, 2026 8:37am 16 min

Now is a great time to revisit the Case for Hard Assets, an investment area that’s drawing considerable interest these days. Confluence Advisory Director of Market Strategy Bill O’Grady draws on his deep expertise in com...

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