Podcast Index

Podcasts

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🇨🇭🇩🇪 Markt-Trends setzen mit Swissquote 🇨🇭🇩🇪 Markt-Trends setzen mit Swissquote Markus Koch, Wieland Arlt und Feyyaz Alingan bieten Ihnen einen Überblick über alle Anlageklassen BFM Bourse BFM Bourse BFM Business Abraham Hicks’s Podcast Abraham Hicks’s Podcast Abraham Hicks Fox Business Hourly Report Fox Business Hourly Report FOX News Podcasts Manahawkin Baptist Church Manahawkin Baptist Church Marcus Duckworth The Breakdown The Breakdown Blockworks Happy Work - Management & bien-être au travail Happy Work - Management & bien-être au travail Gaël Chatelain-Berry CFO Podcast CFO Podcast Peter De Roeck The KE Report The KE Report KE Report Bloomberg News Now Bloomberg News Now Samejo Confluence Podcasts Confluence Podcasts Confluence Investment Management Renta 4 Pódcast Renta 4 Pódcast Renta 4 The Gemini Brief - Investment Deep Dives The Gemini Brief - Investment Deep Dives Lukasz Tomicki and LRT Capital Management LLC Wall Street Breakfast Wall Street Breakfast Seeking Alpha Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Christian Drastil Comm. (Agentur für Investor Relations und Podcasts) Playlist News : les meilleurs podcasts d'actualité Playlist News : les meilleurs podcasts d'actualité Acast France Het MKB praat mee Het MKB praat mee BNR Nieuwsradio Confessions Of A Market Maker Confessions Of A Market Maker @MarketMakerSins Artificial Intelligence Growth Architect | Connor with Honor | Real Estate Consultant Artificial Intelligence Growth Architect | Connor with Honor | Real Estate Consultant Connor T. MacIvor | Connor with Honor r-House Radio Show r-House Radio Show HUNT Real Estate Corporation IMI Podcasts IMI Podcasts Christian Henrik Nesheim Meredith's Husband | SEO for People Who Don't Like SEO Meredith's Husband | SEO for People Who Don't Like SEO A professional photographer and her SEO husband Manifesting through Motherhood. Manifesting through Motherhood. Lyndsay Williams The Propel Podcast The Propel Podcast Propel Conference The Alimond Show The Alimond Show Alimond Studio Main Street Success Stories Main Street Success Stories Jennifer Kok Boardsi Leadership Talks Boardsi Leadership Talks Martin Rowinski Finanzexperten im Interview - biallo.de Finanzexperten im Interview - biallo.de biallo.de BNR Economenpanel | BNR BNR Economenpanel | BNR BNR Nieuwsradio The Diff The Diff Byrne Hobart Startup Life - Podcast Startup Life - Podcast Startup Life - Podcast Cenário Econômico com Leandro Resende Cenário Econômico com Leandro Resende Rádio CBN Rochester Speaks Rochester Speaks Rochester Speaks The Legacy Investor with Cameron Philgreen The Legacy Investor with Cameron Philgreen Cameron Philgreen Ultimate Partner® Ultimate Partner® Vince Menzione - Technology Industry Sales and Partner Executive Social Proof Podcast Social Proof Podcast Social Proof Network
Confluence Podcasts

Business

Confluence Podcasts

Confluence Investment Management

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 shaping investment strategy for the second half of 2026. From the disruptions in the Strait of Hormuz and the future of the...

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...

Asset Allocation Bi-Weekly – Are Long-Term Treasurys No Longer a Safe Haven? (3/16/26)

March 16, 2026 7:29am 11 min

After the war with Iran began, the dollar recorded its largest weekly advance since November 2024. But another traditional favorite destination for investors seeking safety, long term Treasury bonds, performed very diffe...

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