Bi-Weekly Geopolitical Report – The End of the World is Just the Beginning: A Book Review (8/15/2022)

We return to a theme familiar to anyone who has been listening to us for a while--the decline of globalization and the implications for investors. The vehicle for our discussion today is a book that appeared for a while this year on the New York Times non-fiction bestseller list, titled "The End of the World is Just the Beginning: Mapping the Collapse of Globalization" by Peter Zeihan. Confluence Chief Market Strategist Bill O'Grady discusses why this particular book strikes a chord at Confluence Investment Management.

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).