Confluence of Ideas - 2020 Geopolitical Outlook

This episode discusses Confluence’s 2020 Geopolitical Outlook. We examine the U.S. 2020 elections, the situation in Iran, China’s debt, the impact of demographics and North Korea. We also provide an update on emerging issues since we published the report in mid-December.

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).