Confluence Podcasts
by Confluence Investment Management
Is this your podcast?Confluence Investment Management is a prominent investment advisory firm known for its expertise in asset allocation and market insights. With a focus on navigating complex financial landscapes, they offer data-driven strategies to institut…
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27 to 61🎙 ~2x weekly·305 episodes·Last published yesterday - Monthly Reach
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54 to 121 - Active Followers
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22 to 4867 real followers tracked across platforms
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From 19 epsHosts
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Recent episodes
Confluence of Ideas – Deja vu for Dividends?
Jun 23, 2026
8m 11s
Asset Allocation Bi-Weekly – China Cut Its Energy Imports (6/15/26)
Jun 15, 2026
10m 21s
Bi-Weekly Geopolitical Report – Excess Capacity and Policy Change (6/11/2026)
Jun 11, 2026
16m 51s
Asset Allocation Bi-Weekly – The UAE's Exit From OPEC (6/1/26)
Jun 1, 2026
6m 44s
The Confluence Mailbag – The End of Hegemony, the Iran Stalemate, and the AI Bubble (5/26/26)
May 26, 2026
35m 19s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/23/26 |  Confluence of Ideas – Deja vu for Dividends? | 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. | 8m 11s | ||||||
| 6/15/26 | Asset Allocation Bi-Weekly – China Cut Its Energy Imports (6/15/26) | 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. | 10m 21s | ||||||
| 6/11/26 | Bi-Weekly Geopolitical Report – Excess Capacity and Policy Change (6/11/2026)✨ | geopoliticseconomic indicators+3 | Patrick Fearon-Hernandez | — | — | economic indicatornoninflationary environment+3 | — | 16m 51s | |
| 6/1/26 | Asset Allocation Bi-Weekly – The UAE's Exit From OPEC (6/1/26)✨ | asset allocationOPEC+3 | Bill O'Grady | OPEC | UAE | asset allocationOPEC+3 | — | 6m 44s | |
| 5/26/26 |  The Confluence Mailbag – The End of Hegemony, the Iran Stalemate, and the AI Bubble (5/26/26)✨ | US hegemonymultipolar world order+4 | — | — | USIran | hegemonyIran+5 | — | 35m 19s | |
| 5/21/26 | Bi-Weekly Geopolitical Report – The Trade Trilemma Revisited (5/21/2026)✨ | geopoliticsfinancial markets+3 | Thomas Wash | Confluence Investment Management | — | geopolitical reporttrade trilemma+3 | — | 9m 40s | |
| 5/20/26 | Asset Allocation Bi-Weekly – The Power of Gold (5/20/26)✨ | gold pricemarket strategy+3 | Patrick Fearon-Hernandez | — | Iran | goldIran war+3 | — | 7m 44s | |
| 5/18/26 | Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q2 2026✨ | Asset Allocationeconomic analysis+3 | Kaisa Stucke | Confluence Investment Management | — | Asset Allocationrebalance+3 | — | 17m 11s | |
| 5/11/26 | Bi-Weekly Geopolitical Report – Europe's Push to Close the AI Gap (5/11/2026)✨ | AIgeopolitics+3 | Thomas Wash | Confluence Investment Management | EuropeUnited States+1 | AI gapEurope+3 | — | 7m 03s | |
| 4/27/26 | Asset Allocation Bi-Weekly – The Consensus Builder (4/27/26)✨ | Federal Reserveinvestment strategy+3 | Thomas Wash | Federal Reserve Board | — | Federal Reserveconsensus builder+3 | — | 5m 50s | |
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| 4/24/26 |  The Confluence Mailbag – Dollar Dominance, Private Credit, and the Great Rotation (4/24/26)✨ | dollar dominanceprivate credit+4 | — | — | Iranyuan+2 | dollar dominanceprivate credit+5 | — | 31m 47s | |
| 4/20/26 | Bi-Weekly Geopolitical Report – The War in Iran and the End of US Hegemony (4/20/2026)✨ | geopoliticsUS hegemony+3 | Patrick Fearon-HernandezPhil Adler | Confluence | IranUS+1 | geopolitical reportwar in Iran+3 | — | 11m 44s | |
| 4/17/26 | Asset Allocation Bi-Weekly – Wars, Price Shocks, and Inventories (4/17/26)✨ | supply chain managementinvesting+3 | Patrick Fearon-Hernandez | Confluence | Iran | supply inventorieshigh inventory+3 | — | 10m 39s | |
| 3/30/26 | Asset Allocation Bi-Weekly – The Strategic Petroleum Reserve: A Primer (3/30/26)✨ | oil marketsgeopolitics+3 | Bill O'Grady | Confluence Advisory | the Strait Of HormuzIran | Strategic Petroleum Reserveoil prices+3 | — | 9m 01s | |
| 3/23/26 | Bi-Weekly Geopolitical Report – From the Shah to the Strait: The US Gamble to Stabilize the Gulf (3/23/2026)✨ | geopoliticsfinancial markets+3 | Thomas Wash | — | USIran | volatilityfinancial markets+3 | — | 11m 14s | |
| 3/19/26 |  The Confluence Mailbag – From Iran to AI: Making Sense of Today’s Markets (3/19/26)✨ | market analysisIran conflict+3 | — | — | Iran | Iranmarket expectations+6 | — | 36m 49s | |
| 3/17/26 |  Confluence of Ideas – The Case for Hard Assets: An Update for 2026 (3/17/26)✨ | investingcommodities+3 | — | Confluence Advisory | — | hard assetsinvestment strategy+3 | — | 16m 11s | |
| 3/16/26 | Asset Allocation Bi-Weekly – Are Long-Term Treasurys No Longer a Safe Haven? (3/16/26)✨ | investingfinance+3 | — | TreasuryConfluence | Iran | long-term Treasuryssafe haven+3 | — | 11m 26s | |
| 3/13/26 | Bi-Weekly Geopolitical Report – The Geopolitics of US Dollar Stablecoins (3/13/2026)✨ | geopoliticsstablecoins+3 | Bill O'Grady | Confluence Advisory Director | US | dollar-backed stablecoinsUS Treasurys+3 | — | 14m 10s | |
| 3/6/26 | Asset Allocation Bi-Weekly – The Dip That Didn’t Bounce (3/6/26)✨ | stock marketinvesting+3 | — | Confluence | — | asset allocationmarket influence+3 | — | 8m 27s | |
| 2/27/26 | Bi-Weekly Geopolitical Report – The Great Chinese Purge (2/27/2026)✨ | geopoliticsChina+3 | Patrick Fearon-Hernandez | Confluence | China | Chinese purgegovernment officials+3 | — | 15m 50s | |
| 2/18/26 |  Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q1 2026 | In this episode, Confluence reviews the Asset Allocation rebalance for the first 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. | 16m 57s | ||||||
| 2/17/26 | Asset Allocation Bi-Weekly – The Warsh Doctrine (2/17/26) | President Trump has made it obvious he wants a Federal Reserve chair who will push for lower interest rates. Does Kevin Warsh fit the bill? Confluence Associate Market Strategist and Certified Business Economist Thomas Walsh joins Phil Adler to tell us the answer is complicated. | 11m 25s | ||||||
| 2/9/26 | Bi-Weekly Geopolitical Report – US Foreign Policy: Comparing the New vs the Old (2/9/2026) | A close look at changes taking place in US foreign policy can be revealing from an investment standpoint. Recent changes have been sharp, but it's natural to question their staying power. Confluence Chief Market Strategist Patrick Fearon-Hernandez addresses this and related issues in his latest report today comparing the new US foreign policy versus the old. | 11m 30s | ||||||
| 2/5/26 |  The Confluence Mailbag – Global Shifts and the Next Market Drivers (2/5/26) | Confluence’s first Mailbag Podcast episode of the year is a wide-ranging conversation on geopolitics and evolving market trends. Bill O’Grady and Mark Keller explore whether Latin America could emerge as a key low-cost producer in a deglobalizing world and the resulting investment opportunities. The discussion also covers current US dollar policy and the challenges of currency forecasting, signs of a meaningful market rotation following years of US large cap growth dominance, limitations of LLMs within the broader AI boom, the forces driving the surge in precious metals, and implications of Canada’s new trade deal with China. | 28m 43s | ||||||
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