Confluence Podcasts

In Confluence's Mid-Year Geopolitical Outlook, we recognize China's youth unemployment and China's debt problem as two major issues for investors to keep tabs on in the months ahead. But there's one significant negative trend in China which may be an underlying cause of many other problems the country faces and could be beyond its ability to solve. In this episode, Confluence Market Strategist Patrick Fearon-Hernandez discusses the causes and impact of China's collapsing population. 

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).