Confluence of Ideas - The Lessons of History

This episode examines the economic, market and social effects of earlier pandemics. Although the Black Death is mentioned, we focus on relatively recent events, including the Spanish influenza. One of our themes has been an impending reversal in the equality/efficiency cycle; in this podcast we discuss the potential that the pandemic could accelerate the shift to an equality phase.

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).