Confluence Podcasts

Confluence Podcasts

By Confluence Investment Management

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BusinessInvesting

Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays), and a new monthly Q&A format called the Confluence Mailbag.

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Episodes(331)

The Confluence Mailbag – Rising Rates, Endless War, and Where to Play Defense (10/1/26)

2026-10-0135:32

Bi-Weekly Geopolitical Report – The Geopolitics of China's Energy Policy (9/28/2026)

2026-09-286:50

Asset Allocation Bi-Weekly – Breaking the Bond Fever! (9/21/26)

2026-09-215:53

Bi-Weekly Geopolitical Report – I Miss Recessions (9/14/2026)

2026-09-1413:37

Asset Allocation Bi-Weekly – China’s Threat to the AI Investment Boom (8/17/26)

2026-08-1713:03

Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q3 2026

2026-08-1316:14

Bi-Weekly Geopolitical Report – Meet Andy Burnham (8/10/2026)

2026-08-1013:34

Asset Allocation Bi-Weekly – The PCE Makeover (8/7/26)

2026-08-078:22

Bi-Weekly Geopolitical Report – The Corporatist State and Its Investment Implications (7/27/2026)

2026-07-2714:35

Asset Allocation Bi-Weekly – In Warsh, We Trust? (7/20/26)

2026-07-2011:10

Bi-Weekly Geopolitical Report – Dragon Boat Diplomacy: China’s Outreach to US Citizens (7/13/2026)

2026-07-1313:43

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

2026-07-0733:50

Confluence of Ideas - The Mid-Year Geopolitical Outlook

2026-06-2920:04

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

2026-06-298:16

Confluence of Ideas – Deja vu for Dividends?

2026-06-238:11

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

2026-06-1510:21

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

2026-06-1116:51

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

2026-06-016:44

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

2026-05-2635:19

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

2026-05-219:40

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

2026-05-207:44

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

2026-05-1817:11

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

2026-05-117:03

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

2026-04-275:50

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