Bi-Weekly Geopolitical Report – Right-Wing Governments in Germany, France, and Italy (11/13/2026)

The rise of ultra-conservative populist political movements across Europe have investors rethinking, and perhaps revaluing, European assets. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins the podcast to discuss whether such a revaluation is justified. The conversation considers Germany, France, and Italy individually before reviewing the basic differences in how these right-wing parties view EU membership. As always, the episode closes with takeaways for investors with European exposure. [This episode corresponds with the written Bi-Weekly Geopolitical Report published on 11/9/2026.]