Bi-Weekly Geopolitical Report – Update on US and China Defense Spending (8/11/2025)

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Confluence Podcasts

Confluence Investment Management

281 episodes

1 day 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

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Bi-Weekly Geopolitical Report – Update on US and China Defense Spending (8/11/2025)

Confluence Podcasts

13 minutes

2 months ago

Bi-Weekly Geopolitical Report – Update on US and China Defense Spending (8/11/2025)

The race between the United States and China for military superiority might be a lot more complicated and worrisome than the headline numbers suggest. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler with an update on US and Chinese defense spending and why it matters for investors.