
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.
| Publishes | Twice weekly | Episodes | 308 | Founded | 11 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

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 important.
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. They assess widespread concerns... more
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 can manage this new reality.
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 joins Phil Adler to discuss w... more
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Been working with the core group for over 25 years
Just humble philosophy who want to help people. They have been a blessing in my life and others. Smartest folks I have ever seen that don’t have to tell you how smart they are
Probably the smartest group of Analysts and managers available. They offer all research for free. Feel blessed to have them managing part of my assets. Not flashy but consistent, Enough skepticism to allow me to sleep at night.
I’ve been following the confluence investment team from their website for over 3 years now. For the very best on geopolitics, history & economics , look no further. I’m glad the podcasts are back !!
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The program delivers high-signal analysis at the intersection of macroeconomics, geopolitics, and asset allocation. Episodes commonly explore energy markets, global risk, and policy shifts, with practical investment implications and hedging ideas across hard assets, Treasuries, and equities. A recurring strength is translating complex geopolitical developments into actionable portfolio positioning, often featuring long-tenured industry voices and macro strategists who blend history with current market dynamics. The format—primed for institutional listeners and professional investors—frequently includes scenario analysis, portfolio frameworks, and takeaways on how to navigate volatility while pursuing inflation hedges and diversification. No... more
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5. Odd Lots
Confluence Podcasts launched 11 years ago and published 308 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Confluence Podcasts include:
1. Bill O'Grady
2. Kaisa Stucke
3. Thomas Walsh
4. Patrick Fearon-Hernandez
5. Thomas Wash
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