Confluence Podcasts
Confluence Podcasts

Confluence Podcasts

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Asset Allocation Bi-Weekly - Where's the Recession? A Recap (9/2523)
07:39
Bi-Weekly Geopolitical Report – Goodbye Prigozhin (9/18/2023)
06:03
Asset Allocation Bi-Weekly - Fiscal Tightening Looms (Posted 9/11/23)
11:54
Confluence of Ideas - The Economics of Defense in Great Power Competition
17:26
Asset Allocation Bi-Weekly - Where’s the Recession? Examining Employment (8/14/2023)
09:33
Asset Allocation Bi-Weekly - Part-Time Troubles (7/31/2023)
07:18
Bi-Weekly Geopolitical Report – China's Collapsing Population (7/24/2023)
13:33
Asset Allocation Bi-Weekly - Are Higher Interest Rates Bearish for Risk Assets? (7/17/2023)
09:00
Confluence of Ideas - The 2023 Mid-Year Geopolitical Outlook
24:12
Bi-Weekly Geopolitical Report – Distinguishing My Wife From a Hat, an AI Story (6/26/2023)
09:25
Asset Allocation Bi-Weekly - The Great Divergence (6/20/2023)
07:04
Bi-Weekly Geopolitical Report – The Issue of the Terms of Trade (6/16/2023)
11:22
Asset Allocation Bi-Weekly - Weak Capital Investment by State and Local Governments (6/5/2023)
12:43
Confluence of Ideas - The November Business Cycle Report
10:50
Asset Allocation Bi-Weekly - The Impossible Trinity (11/14/2022)
05:32
Bi-Weekly Geopolitical Report – Reflections on the 20th Party Congress (11/7/2022)
10:32
Asset Allocation Bi-Weekly - The Inflation Adjustment for Social Security Benefits in 2023 (10/31/2022)
08:20
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