Über diesen Podcast
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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Confluence Podcasts
Über diesen Podcast
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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- Bi-Weekly Geopolitical Report – The AI Buildout: Profits, Productivity, and the Risk of Overcapacity (10/12/2026)12. Okt. · 9 Min.
- Asset Allocation Bi-Weekly – What “Real” Interest Rates Are Telling Us (10/5/26)5. Okt. · 13 Min.
- The Confluence Mailbag – Rising Rates, Endless War, and Where to Play Defense (10/1/26)1. Okt. · 36 Min.
- Bi-Weekly Geopolitical Report – The Geopolitics of China's Energy Policy (9/28/2026)28. Sept. · 7 Min.
- Asset Allocation Bi-Weekly – Breaking the Bond Fever! (9/21/26)21. Sept. · 6 Min.
- Bi-Weekly Geopolitical Report – I Miss Recessions (9/14/2026)14. Sept. · 14 Min.
- Asset Allocation Bi-Weekly – China’s Threat to the AI Investment Boom (8/17/26)17. Aug. · 13 Min.
- Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q3 202613. Aug. · 16 Min.
- Bi-Weekly Geopolitical Report – Meet Andy Burnham (8/10/2026)10. Aug. · 14 Min.
- Asset Allocation Bi-Weekly – The PCE Makeover (8/7/26)7. Aug. · 8 Min.
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