Bi-Weekly Geopolitical Report – The Trade Trilemma Revisited (5/21/2026)

Bi-Weekly Geopolitical Report – The Trade Trilemma Revisited (5/21/2026)

May 21, 2026 · 10 min · Episode 312

About this episode

The episode discusses the impact of tariffs on financial markets and investment planning with insights from Thomas Wash.

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.

People in this episode

Host: Phil Adler

Guest: Thomas Wash

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Mentioned in this episode

Organizations: Confluence Investment Management

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