HeyJaredConfluence Podcasts
Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays), and a new monthly Q&A format called…
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Bi-Weekly Geopolitical Report – The Geopolitics of China's Energy Policy (9/28/2026) (opens the original)
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Oil has been in the public eye with prices rising to over $100 a barrel, and there is currently no end in sight for the Iran war. Many analysts, though, were surprised that oil did not increase even more during the first six months of the war. The main reason appears to be the way China dramatically cut its imports of oil. Confluence Advisory Director Bill O'Grady joins Phil Adler to discuss whether China is likely to continue this behavior and how investors might respond.
Asset Allocation Bi-Weekly – Breaking the Bond Fever! (9/21/26) (opens the original)
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As of mid September, the US bond market seems to be immune to efforts by Treasury Secretary Scott Bessent to bring yields down. Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins Phil Adler to discuss the current state of the bond market and how investors might respond.
Bi-Weekly Geopolitical Report – I Miss Recessions (9/14/2026) (opens the original)
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Conservative investors, as a rule, construct their portfolios to, if not anticipate a recession, at least acknowledge the possibility of one. But in doing so, these investors may not fully participate in market rallies. But what if recessions are less common than they used to be? Are these conservative investors needlessly missing out? Confluence Chief Market Strategist, Patrick Fearon Hernandez, joins Phil Adler to address these questions and discuss the investment implications.
Asset Allocation Bi-Weekly – China’s Threat to the AI Investment Boom (8/17/26) (opens the original)
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Investors worried about a possible AI bubble can point to a number of reasons, including rising valuations and debt. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss another concern, China's threat to the AI investment boom.
Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q3 2026 (opens the original)
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In this episode, Confluence reviews the Asset Allocation rebalance for the third 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.
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