Confluence Podcasts

A deglobalized world in the months and years ahead will probably equate to increasing impediments to global trade, along with rising international tensions and higher inflation. Regular listeners will know that Confluence expects that deglobalization will be a long-term backdrop for investment strategy. Confluence Chief Market Strategist Bill O'Grady discusses how he defines deglobalization, why he expects this trend to remain so powerful, and how this expectation demands a changing framework for investments.

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).