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Confluence Podcasts
Confluence Investment Management
281 episodes
15 hours 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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Asset Allocation Bi-Weekly – The Hidden Battle in the "One Big, Beautiful Bill" (6/30/25)
Confluence Podcasts
12 minutes
4 months ago
Asset Allocation Bi-Weekly – The Hidden Battle in the "One Big, Beautiful Bill" (6/30/25)

Tax and spending bills always have the potential to shake up the financial markets. One provision inside this year's bill gets some special attention in this week's report. Confluence Associate Market Strategist and certified business economist, Thomas Wash, joins Phil Adler to discuss Section 899, also known as the revenge tax.

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).