Confluence Podcasts

In this Mid-Year 2025 report subtitled "Searching for the Endgames," Confluence analysts join Phil Adler to take a fresh look at key geopolitical trends and identify potential opportunities for investors.

In this month’s episode, Bill O’Grady, Advisory Director – Market Strategy, and Mark Keller, CEO/CIO, share their market outlooks and what they view as the biggest threat to the markets over the next three years. They also address whether shifting government policies influence Confluence’s investment process, what tariffs mean for Wall Street, the economic impact of birth rates and immigration, and the future of Fed independence.

Tax and spending bills always have the potential to shake up the financial markets. One provision inside this year's bill gets some special attention in this week's report. Confluence Associate Market Strategist and certified business economist, Thomas Wash, joins Phil Adler to discuss Section 899, also known as the revenge tax.

It may be logical to assume that economically speaking as Germany goes, so goes Europe. Confluence Associate Market Strategist Daniel Ortwerth joins Phil Adler with a profile of Germany's new chancellor and what investors can expect from his leadership.

The economy and the stock market have been resilient in the face of soft looking economic data, a troubling bond market, and warnings by economists that a recession is drawing ever closer. Confluence Associate Market Strategist and certified business economist Thomas Wash joins Phil Adler to discuss why, so far, this is an economy that won't die.

Europe's potential as an investment destination appears bright but realizing that potential depends on how the continent responds to the new geopolitics and the military threat from Russia. Confluence Chief Market Strategist Patrick Fearon Hernandez joins Phil Adler to focus on a key region where Europe is vulnerable, the Baltics. 

In our new podcast series, Confluence will address your most frequent, thought-provoking, and insightful questions, drawing on our years of experience and expertise. The inaugural episode features Bill O’Grady, Advisory Director – Market Strategy, and Mark Keller, CEO/CIO, as they discuss a range of timely topics from changes in the 10-year Treasury to global defense spending in the current geopolitical environment, AI implications, and crypto considerations.

The recent sharp sell off in Japanese bonds has worrisome implications for investors across the globe. Confluence Associate Market Analyst Thomas Wash joins Phil Adler to discuss where this might be heading.

The US attention paid to Greenland, which has created headlines recently, should not be ignored by investors. Confluence Associate Market Strategist Daniel Ortwerth joins Phil Adler today to discuss why Greenland matters.

President Trump has withdrawn his threat to fire Federal Reserve Chairman Jerome Powell for the time being, but the administration continues to criticize the Fed for postponing interest rate cuts and for its quantitative tightening policy, which increases the amount of bonds available in the market and thus requires higher interest rates to attract buyers. Confluence Associate Market Strategist Thomas Wash joins Phil Adler to discuss whether the Fed's independence is truly at risk and what this might mean for investors.