Oct 19, 202613 min
The US isn't the only market where bond yields are rising. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss why investors should keep an eye on Europe where the euro has been under...
business
Confluence Podcasts
Hosted by Confluence Investment Management · business · EN-US
About this Podcast:
Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays), and a new monthly Q&A format called the Confluence Mailbag.
Pitch Analysis
Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Verified email
Booking probability
37%
Guest openness
Selective
80/100
Required Score
Sign up to generate a grounded pitch for Confluence Podcasts.
Signup to Generate a PitchQuestions about Confluence Podcasts
What is Confluence Podcasts about?
Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays), and a new monthly Q&A format called the Confluence Mailbag.
Who hosts Confluence Podcasts?
Confluence Podcasts is hosted by Confluence Investment Management. The show has published 334 episodes to date.
What has Confluence Podcasts covered recently?
Recent episodes include "Asset Allocation Bi-Weekly, The Euro vs. the Swiss Franc (10/19/26)" (19 October 2026, 13 minutes), "Bi-Weekly Geopolitical Report, The AI Buildout: Profits, Productivity, and the Risk of Overcapacity (10/12/2026)" (12 October 2026, 9 minutes), and "Asset Allocation Bi-Weekly, What “Real” Interest Rates Are Telling Us (10/5/26)" (5 October 2026, 13 minutes).
How often does Confluence Podcasts publish?
Confluence Podcasts publishes roughly weekly, with episodes averaging 15 minutes across 334 episodes.
How hard is it to get booked on Confluence Podcasts?
Booking probability for Confluence Podcasts is 37%, and the host is rated Selective on guests. Confluence Podcasts requires a Pod Score of 80 or higher. Confluence Podcasts's contact route on record: verified email.
Who should pitch Confluence Podcasts?
The strongest fits for Confluence Podcasts are Investing & Wealth Management. Confluence Podcasts has a business audience.
About the host
Confluence Investment Management hosts Confluence Podcasts, a business podcast with 334 episodes published.
Verified host email: ████████@████.comSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Oct 12, 20269 min
Investors want to know who will be the ultimate winners from the AI build out. Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins Phil Adler to discuss lessons from the internet...
- Oct 5, 202613 min
Bond yields are a major focus for investors these days, but yields alone only tell part of the story. Confluence Chief Market Strategist Patrick Fearon-Hernandez shares what real interest rates are telling us about the...
- Oct 1, 202636 min
Bill O'Grady and Mark Keller return for another Confluence Mailbag episode to tackle listener questions on rising interest rates and the war in the Middle East. With no clear end in sight for the conflict, they examine...
- Sep 28, 20267 min
Oil has been in the public eye with prices rising to over $100 a barrel, and there is currently no end in sight for the Iran war. Many analysts, though, were surprised that oil did not increase even more during the...
View More
- Sep 21, 20266 min
As of mid September, the US bond market seems to be immune to efforts by Treasury Secretary Scott Bessent to bring yields down. Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins...
- Sep 14, 202614 min
Conservative investors, as a rule, construct their portfolios to, if not anticipate a recession, at least acknowledge the possibility of one. But in doing so, these investors may not fully participate in market rallies...
- Aug 17, 202613 min
Investors worried about a possible AI bubble can point to a number of reasons, including rising valuations and debt. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss another...
Aug 13, 202616 minIn this episode, Confluence reviews the Asset Allocation rebalance for the third quarter of 2026, featuring a brief economic analysis and insights on asset class and security selection for the firm’s Asset Allocation...
- Aug 10, 202614 min
Great Britain's economic regression the past few years is notable and well documented. So is the long parade of failed prime ministers. Can the newest one make a difference in a way that will matter for investors...
- Aug 7, 20268 min
The Federal Reserve's preferred inflation gauge is getting a makeover, and the result may please investors who would benefit from interest rate cuts, which is probably a majority of investors. Confluence Associate...
- Jul 20, 202611 min
Financial markets are always trying to anticipate what the Fed's next move may be. Making an accurate prediction may become more challenging under new Federal Reserve Board Chair Kevin Warsh. Confluence Associate Market...
Episode #321
Bi-Weekly Geopolitical Report – Dragon Boat Diplomacy: China’s Outreach to US Citizens (7/13/2026)
Jul 13, 202614 minChina's use of soft power to create a favorable public perception can reveal goals and tendencies useful for investors. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to share what he...
Jul 7, 202634 minBill O'Grady and Mark Keller explore why investors should resist the temptation to abandon their core investment style during periods of market momentum. They unpack how oil prices surprisingly avoided a spike given...
Jun 29, 202620 minIn our latest episode, the Confluence Macroeconomic Team breaks down the six geopolitical trends that we believe will shape the international landscape in the second half of 2026. From the disruptions in the Strait of...
- Jun 29, 20268 min
Today's tech giants are poised for a maturity shift over the coming years, transitioning from high growth companies into more established market leaders. Confluence Associate Market Strategist and Certified Business...
Episode #317
Confluence of Ideas – Deja vu for Dividends?
Jun 23, 20268 minHistory is rhyming. The last time dividend stocks were this out of favor, the dot-com bubble was peaking. Portfolio Manager Tom Dugan joins Director of RIA Relationships Emily D'Agostino to discuss why that dynamic...
- Jun 11, 202617 minS0
<p>One long trusted economic indicator may no longer reliably indicate a noninflationary environment. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss how governments might be...
- Jun 1, 20267 minS0
<p>It may have taken a back seat among recent news headlines, but there has been a big shakeup within OPEC. Confluence Advisory Director of Market Strategy Bill O'Grady joins Phil Adler to discuss what this may mean for...
Episode #313
The Confluence Mailbag – The End of Hegemony, the Iran Stalemate, and the AI Bubble (5/26/26)
May 26, 202635 minS0<p>In the latest Confluence Mailbag, Bill O'Grady and Mark Keller revisit their long-held forecast that US hegemony is in decline and consider what a return to a multipolar world order could mean for investors...
Recent guests
Recent guests on Confluence Podcasts. Study who booked and why before you pitch.
M
Mark Keller
volunteer leader, Confluence Investment Management
P
Patrick Fearon-Hernandez
Confluence
B
Bill O'Grady
Confluence Advisory
T
Thomas Wash
Confluence
Best industries to pitch Confluence Podcasts for
PitchCentric classifies Confluence Podcasts under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
Similar Podcasts
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
Podcasts like Confluence Podcasts
Is this podcast yours and you'd like to remove or correct details? Request removal or email privacy@pitchcentric.com.
Questions about the free trial? See the pricing FAQ