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 a lot like 1999, what the historical data says about what comes next, and why the Confluence IDEA strategy's quarter-century of consistent philosophy and construction may be precisely what this moment calls for. If history is any guide, patient investors may be about to be rewarded.

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 joins Phil Adler to explain why and discuss whether this is just a short-term phenomenon.

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 and what investors should watch for.

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 investors.

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 the shifts and surprises that may shape the evolving geopolitical landscape. The discussion examines the underappreciated economic risks of the Iran conflict, the implications of a 100% debt-to-GDP ratio, and the factors that could challenge their bullish commodity outlook, before closing on a cautionary read of narrowing market breadth as a signal that AI momentum may be nearing its peak.

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 that impacts investment planning.

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 future.

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 portfolios. Joining the podcast to recap the rationale for this quarter's changes is Kaisa Stucke, analyst and chair of the Asset Allocation Committee's quarterly investment meetings.

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 potential and how investors might profit.

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.