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Confluence PodcastsPodcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, as well as two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays).. Author: Confluence Investment Management
Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, as well as two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays). Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Bi-Weekly Geopolitical Report – The 2026 Geopolitical Outlook (12/15/2025)
Episode 288
Sunday, 14 December, 2025
In this episode, members of the Confluence Macroeconomic Team sit down with Phil Adler to assess the geopolitical outlook for 2026. Six big picture trends that are guideposts for Confluence's investment recommendations are discussed including stablecoins, spheres of influence, and data centers.
