Confluence Podcasts

A tilt to the right in European politics has markets taking notice. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins host Phil Adler to give an overview and discuss investment opportunities that may have been created as a result.

Small cap stocks may be poised for a rebound. Associate Market Strategist Thomas Wash joins the podcast to explain why.

Welcome to the Mid-Year Outlook from Confluence Investment Management. Several Confluence macro analysts join the podcast to discuss this report: Advisory Director of Market Strategy Bill O'Grady, Chief Market Strategist Patrick Fearon-Hernandez, and Associate Market Strategists Thomas Wash and Daniel Ortwerth. Some of the themes discussed this week will be familiar to regular listeners of our bi-weekly geopolitical episodes, but mid-year is a good time to sharpen our geopolitical focus as a key part of our framework for investment strategy.

A comparison between copper and gold prices has in the past been a reasonably reliable predictor of bond yields, but it looks like this indicator no longer works. Confluence Associate Market Strategist Thomas Wash joins Phil Adler to explain why this is so.

The South China Sea is yet another geopolitical danger zone in a rapidly dividing world that demands investor attention. Confluence Associate Market Strategist Daniel Ortwerth joins Phil Adler to discuss the history of a territorial dispute that has the potential to erupt.

Inflation in the United States may be cooling somewhat, but we are still not close to achieving the Federal Reserve's inflation target of 2%. Confluence Advisory Director of Market Strategy Bill O'Grady joins Phil Adler to discuss whether the 2% target might change and how markets might react to that.

Immigration is certainly one of the top political issues that Americans are considering this election year. Confluence Associate Market Strategist Thomas Wash joins Phil Adler to explain how investors might fold this issue, with all its complexities, into their investment strategies.

In this episode, Confluence reviews the Asset Allocation rebalance for the second quarter of 2024, featuring a brief economic analysis and insights on asset class and security selection for the firm’s Asset Allocation portfolios. Joining the podcast for this recap is Kaisa Stucke, analyst and chair of the Asset Allocation Committee.

As the conflict in Gaza and the protests command our attention, a better understanding of the deep divisions in the Middle East might increase our confidence as we make key investment decisions. Confluence Associate Market Strategist Daniel Ortwerth joins host Phil Adler to help us gain perspective.

The changing face of war makes it difficult for investors to identify exactly when war begins, when it ends, and when is the right time to implement a war-time investment strategy. Associate Market Strategist Daniel Ortwerth offers some guidance.