Confluence Podcasts
Confluence Podcasts
Confluence Investment Management
Bi-Weekly Geopolitical Report – Blocs, Spheres, Empires, and Colonies (1/26/2026)
15 minutes Posted Jan 26, 2026 at 8:28 pm.
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After a year in office, it is becoming a little bit easier to categorize the Trump administration's foreign policy and to build an investment strategy around it. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler today to discuss his latest report titled "Blocs, Spheres, Empires, and Colonies," making the case that America's foreign policy is evolving to a new kind of imperialism.