Confluence Podcasts

Computers. Banking. Healthcare. Transportation. These are only a few of the industries and social services which rely these days on semiconductors. Confluence Staff Economist Thomas Wash discusses their importance, how the need to secure an adequate supply drives many US foreign policy decisions and can shape geopolitical events, and where investment opportunities might exist. 

What is Confluence Podcasts?

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).