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Confluence Podcasts
Confluence Investment Management
284 episodes
3 days ago
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).
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Investing
Business
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All content for Confluence Podcasts is the property of Confluence Investment Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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).
Show more...
Investing
Business
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Bi-Weekly Geopolitical Report – Meet Sanae Takaichi (10/27/2025)
Confluence Podcasts
9 minutes
3 days ago
Bi-Weekly Geopolitical Report – Meet Sanae Takaichi (10/27/2025)

The policies of the new Japanese prime minister may provide a boost for Japanese stocks. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss what the election of Sanae Takaichi means for investors.

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).