Podcast Index
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Confluence Podcasts
Confluence Investment Management
Talking Real Money - Investing Talk
Don McDonald
The Urbanist
Monocle
YIELD Today With Dallin Candland
Dallin
Give an Ovation: The Restaurant Guest Experience Podcast with Zack Oates
Ovation
Public Power Now
American Public Power Association
FFL USA
FFL USA
The Modern Hotelier
David Millili & Steve Carran
Cyber Crime Junkies
Cyber Crime Junkies. Host David Mauro.
Board of Advisors Podcast
BA Community
Agriland Podcasts
Agriland
Autism Labs
Autism Labs Community
The Aaron Novello Podcast
Aaron Novello
The Banker Next Door
Dr. Joseph Bergquist
Restoration Pros Unplugged
Clinton James
Referrals Done Right
Scott Grates
The Lawfare Podcast: Patreon Edition
The Lawfare Institute
That Home Loan Hub
Zebunisso Alimova
L'Art de la Gestion Financière
Bonnet Doyen Conseil : Investir, Bourse, Economie, Finance
Financially Speaking
Women's Empowerment Network, SiriusXM
Accès au Marché Mondial des Dispositifs Médicaux
Pure Global
Глобальный доступ на рынок медицинских изделий
Pure Global
चिकित्सा उपकरण वैश्विक बाजार पहुंच
Pure Global
Tıbbi Cihazlar Küresel Pazar Erişimi
Pure Global
Akses Pasar Global Alat Kesehatan
Pure Global
WELD
Weld.com
Tech Stories Tech Brief By HackerNoon
HackerNoon
Web3 Tech Brief By HackerNoon
HackerNoon
Business Tech Brief By HackerNoon
HackerNoon
American Cattlemen Podcast
galesz
Le journal d'Europe 1
Europe 1
Discover Crypto
HIT Network
Company Interviews
Crux Investor
Slotly News
Slotly News
Financial Issues
BizTalkPodcasts
Autoblog News
ITM Trading Podcast
The Daniela Cambone Show and Taylor Made Economics
Negocios
Confluence Investment Management
In our latest episode, the Confluence Macroeconomic Team breaks down the six geopolitical trends shaping investment strategy for the second half of 2026. From the disruptions in the Strait of Hormuz and the future of the...
Today's tech giants are poised for a maturity shift over the coming years, transitioning from high growth companies into more established market leaders. Confluence Associate Market Strategist and Certified Business Econ...
History is rhyming. The last time dividend stocks were this out of favor, the dot-com bubble was peaking. Portfolio Manager Tom Dugan joins Director of RIA Relationships Emily D'Agostino to discuss why that dynamic looks...
There was a bit of welcome news for consumers as world oil prices were moderating in early June even though the Strait of Hormuz remained essentially closed. Confluence Chief Market Strategist Patrick Fearon-Hernandez jo...
One long trusted economic indicator may no longer reliably indicate a noninflationary environment. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss how governments might be misled a...
It may have taken a back seat among recent news headlines, but there has been a big shakeup within OPEC. Confluence Advisory Director of Market Strategy Bill O'Grady joins Phil Adler to discuss what this may mean for inv...
In the latest Confluence Mailbag, Bill O'Grady and Mark Keller revisit their long-held forecast that US hegemony is in decline and consider what a return to a multipolar world order could mean for investors, outlining th...
Financial markets appear adjusting to the reality of tariffs. Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins Phil Adler to discuss what we have learned in the past year and how ...
Something unusual happened to the price of gold as the Iran war broke out. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler today to discuss what happened and what this might mean for the futu...
In this episode, Confluence reviews the Asset Allocation rebalance for the second quarter of 2026, featuring a brief economic analysis and insights on asset class and security selection for the firm’s Asset Allocation po...
Europe is playing catch up to try to close the AI gap with the United States and China. Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins Phil Adler to discuss the hurdles and the ...
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 importan...
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. T...
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 c...
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...
As the Strait Of Hormuz remains closed due to the war with Iran, Western nations have only limited tools to try to keep the price of oil in check. One strategy is to release stored oil from the Strategic Petroleum Reserv...
Investors have already experienced dramatic initial volatility, but it appears that the war in Iran may also have significant long-term impacts on the financial markets. Confluence Associate Market Strategist and Certifi...
Bill O’Grady and Mark Keller tackle some pressing market topics, opening with a nuanced look at how the conflict in Iran might unfold and what current market expectations may be overlooking. They discuss the concentratio...
Now is a great time to revisit the Case for Hard Assets, an investment area that’s drawing considerable interest these days. Confluence Advisory Director of Market Strategy Bill O’Grady draws on his deep expertise in com...
After the war with Iran began, the dollar recorded its largest weekly advance since November 2024. But another traditional favorite destination for investors seeking safety, long term Treasury bonds, performed very diffe...
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