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

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

Topics covered

• geopolitics
• financial markets
• tariffs
• investment planning
• economic impact

Keywords

• geopolitical report
• trade trilemma
• tariffs
• investment strategy
• market analysis

Mentioned in this episode

Organizations: Confluence Investment Management

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