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Confluence Podcasts

Confluence Investment Management

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Confluence Podcasts

Confluence Podcasts

Confluence Investment Management

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Confluence Investment Management Podcast Series

Latest Episodes

Confluence of Ideas - Process is King

This sixth episode takes our discussion of process from the previous episode and shows how it works at Confluence. Financial decisions exist in a milieu of uncertainty, and thus a sound process is critical to successful equity selection. In this episode, Mark Keller, the CEO and CIO of Confluence, details the firm’s process for selecting equities.

18 MIN1 w ago
Comments
Confluence of Ideas - Process is King

Confluence of Ideas - Arriving at Decisions

This fifth episode examines the issue of making decisions under conditions of uncertainty. There are some situations of pure luck, like lotteries. There are others, like chess, which are pure skill. For most everything else between, including investing, there is a mix of skill and luck in success. Under such conditions, investors are faced with the following problem: is an investment manager’s success due to skill or luck? In this podcast we discuss what an investor should focus on when trying to select an investment manager. A hint…it’s all about process.

14 MIN2019 DEC 19
Comments
Confluence of Ideas - Arriving at Decisions

Confluence of Ideas - Equality & Efficiency

In this episode we explain the equality/efficiency cycle, which is based on the seminal work of the economist Arthur Okun and the cycle work of Peter Turchin. The cycle explains how societies shift from focusing on equality, which usually includes policies favoring regulation, autarky and high marginal taxes, to efficiency, where policies of deregulation, globalization and low marginal tax rates dominate. The podcast discusses where the U.S. is in this cycle and the impact on American hegemony.

20 MIN2019 DEC 6
Comments
Confluence of Ideas - Equality & Efficiency

Confluence of Ideas - Hegemonic Stability Theory: Part III

This third episode of The Confluence of Ideas series concludes the overview of Hegemonic Stability Theory and U.S. hegemony with an examination of the financial elements of hegemony. It discusses the evolution of the reserve currency role and the costs and benefits of financial hegemony.

13 MIN2019 NOV 14
Comments
Confluence of Ideas - Hegemonic Stability Theory: Part III

Confluence of Ideas - Hegemonic Stability Theory: Part II

Confluence’s Chief Market Strategist, Bill O’Grady, continues the discussion on Hegemonic Stability Theory and the unique aspects of American Hegemony.

19 MIN2019 OCT 30
Comments
Confluence of Ideas - Hegemonic Stability Theory: Part II

Confluence of Ideas - Hegemonic Stability Theory: Part I

Confluence’s Chief Market Strategist, Bill O’Grady, discusses the origins, the roles and the world affairs of Hegemonic Stability Theory.

15 MIN2019 OCT 16
Comments
Confluence of Ideas - Hegemonic Stability Theory: Part I

Q1 2016 Asset Allocation Rebalancing Recap

Bill O'Grady and Kaisa Stucke discuss the Q1 2016 Asset Allocation rebalancing.

16 MIN2016 JAN 23
Comments
Q1 2016 Asset Allocation Rebalancing Recap

Geopolitical Outlook 2016 Part 2

Bill O'Grady and Kaisa Stucke discuss two of the five topics for our 2016 outlook. (Part 2)

25 MIN2015 DEC 31
Comments
Geopolitical Outlook 2016 Part 2

Geopolitical Outlook 2016

Bill O'Grady and Kaisa Stucke discuss two of the five topics for our 2016 outlook.

13 MIN2015 DEC 25
Comments
Geopolitical Outlook 2016

The State of the Economy

Mark Keller, Bill O'Grady and Kaisa Stucke host Confluence's inaugural podcast. They discuss the state of the economy and whether there will be a return to trend or a continuation of slow growth.

14 MIN2015 JUN 9
Comments
The State of the Economy

Latest Episodes

Confluence of Ideas - Process is King

This sixth episode takes our discussion of process from the previous episode and shows how it works at Confluence. Financial decisions exist in a milieu of uncertainty, and thus a sound process is critical to successful equity selection. In this episode, Mark Keller, the CEO and CIO of Confluence, details the firm’s process for selecting equities.

18 MIN1 w ago
Comments
Confluence of Ideas - Process is King

Confluence of Ideas - Arriving at Decisions

This fifth episode examines the issue of making decisions under conditions of uncertainty. There are some situations of pure luck, like lotteries. There are others, like chess, which are pure skill. For most everything else between, including investing, there is a mix of skill and luck in success. Under such conditions, investors are faced with the following problem: is an investment manager’s success due to skill or luck? In this podcast we discuss what an investor should focus on when trying to select an investment manager. A hint…it’s all about process.

14 MIN2019 DEC 19
Comments
Confluence of Ideas - Arriving at Decisions

Confluence of Ideas - Equality & Efficiency

In this episode we explain the equality/efficiency cycle, which is based on the seminal work of the economist Arthur Okun and the cycle work of Peter Turchin. The cycle explains how societies shift from focusing on equality, which usually includes policies favoring regulation, autarky and high marginal taxes, to efficiency, where policies of deregulation, globalization and low marginal tax rates dominate. The podcast discusses where the U.S. is in this cycle and the impact on American hegemony.

20 MIN2019 DEC 6
Comments
Confluence of Ideas - Equality & Efficiency

Confluence of Ideas - Hegemonic Stability Theory: Part III

This third episode of The Confluence of Ideas series concludes the overview of Hegemonic Stability Theory and U.S. hegemony with an examination of the financial elements of hegemony. It discusses the evolution of the reserve currency role and the costs and benefits of financial hegemony.

13 MIN2019 NOV 14
Comments
Confluence of Ideas - Hegemonic Stability Theory: Part III

Confluence of Ideas - Hegemonic Stability Theory: Part II

Confluence’s Chief Market Strategist, Bill O’Grady, continues the discussion on Hegemonic Stability Theory and the unique aspects of American Hegemony.

19 MIN2019 OCT 30
Comments
Confluence of Ideas - Hegemonic Stability Theory: Part II

Confluence of Ideas - Hegemonic Stability Theory: Part I

Confluence’s Chief Market Strategist, Bill O’Grady, discusses the origins, the roles and the world affairs of Hegemonic Stability Theory.

15 MIN2019 OCT 16
Comments
Confluence of Ideas - Hegemonic Stability Theory: Part I

Q1 2016 Asset Allocation Rebalancing Recap

Bill O'Grady and Kaisa Stucke discuss the Q1 2016 Asset Allocation rebalancing.

16 MIN2016 JAN 23
Comments
Q1 2016 Asset Allocation Rebalancing Recap

Geopolitical Outlook 2016 Part 2

Bill O'Grady and Kaisa Stucke discuss two of the five topics for our 2016 outlook. (Part 2)

25 MIN2015 DEC 31
Comments
Geopolitical Outlook 2016 Part 2

Geopolitical Outlook 2016

Bill O'Grady and Kaisa Stucke discuss two of the five topics for our 2016 outlook.

13 MIN2015 DEC 25
Comments
Geopolitical Outlook 2016

The State of the Economy

Mark Keller, Bill O'Grady and Kaisa Stucke host Confluence's inaugural podcast. They discuss the state of the economy and whether there will be a return to trend or a continuation of slow growth.

14 MIN2015 JUN 9
Comments
The State of the Economy
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