Bi-Weekly Geopolitical Report – Implications of the Israel-Iran Conflict (7/28/2025)

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Confluence Podcasts

Confluence Investment Management

281 episodes

23 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

Bi-Weekly Geopolitical Report – Implications of the Israel-Iran Conflict (7/28/2025)

Confluence Podcasts

15 minutes

3 months ago

Bi-Weekly Geopolitical Report – Implications of the Israel-Iran Conflict (7/28/2025)

This year's turmoil in the Middle East appears to strengthen the case for investment strategies that Confluence Investment Management has maintained over recent months. Confluence Associate Market Strategist Daniel Ortwerth joins Phil Adler to discuss implications of the Israel-Iran conflict.