Confluence Podcasts
Confluence Podcasts
Confluence Investment Management
Bi-Weekly Geopolitical Report – The 2026 Geopolitical Outlook (12/15/2025)
21 minutes Posted Dec 15, 2025 at 6:21 am.
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In this episode, members of the Confluence Macroeconomic Team sit down with Phil Adler to assess the geopolitical outlook for 2026. Six big picture trends that are guideposts for Confluence's investment recommendations are discussed including stablecoins, spheres of influence, and data centers.