Confluence Podcasts

Could the defense industry, at some point, challenge technology for stock market leadership? Members from the Confluence macro team discuss why the rebirth of US nuclear deterrence policy appears to be a game changer on many levels.

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).