Confluence Podcasts

Confluence of Ideas – The 2025 Geopolitical Outlook


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In this episode, members of the Confluence Macroeconomic Team sit down with Phil Adler to assess the geopolitical outlook for 2025. Six big picture trends that are guideposts for Confluence's investment recommendations are discussed including American hegemony, China's economic growth, and the continuing problems in the Middle East. 

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Confluence PodcastsBy Confluence Investment Management

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