Bi-Weekly Geopolitical Report – US Influence on the Wane: New Evidence (9/29/2025)

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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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Bi-Weekly Geopolitical Report – US Influence on the Wane: New Evidence (9/29/2025)

Confluence Podcasts

10 minutes

1 month ago

Bi-Weekly Geopolitical Report – US Influence on the Wane: New Evidence (9/29/2025)

Recent events offer new evidence that US influence around the world is diminishing. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler today to discuss the evidence and how investment strategy might adjust to acknowledge this new geopolitical reality.