About this 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.
331 episodes · Investeren
Confluence Podcasts
About this 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.
Recent episodes
- Asset Allocation Bi-Weekly – The Euro vs. the Swiss Franc (10/19/26)19 Oct · 13 min
- Bi-Weekly Geopolitical Report – The AI Buildout: Profits, Productivity, and the Risk of Overcapacity (10/12/2026)12 Oct · 9 min
- Asset Allocation Bi-Weekly – What “Real” Interest Rates Are Telling Us (10/5/26)5 Oct · 13 min
- The Confluence Mailbag – Rising Rates, Endless War, and Where to Play Defense (10/1/26)1 Oct · 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
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