Confluence Podcasts
Confluence Podcasts
Confluence Investment Management
Bi-Weekly Geopolitical Report – Excess Capacity and Policy Change (6/11/2026)
16 minutes Posted Jun 11, 2026 at 3:09 pm.
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Show notes

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 misled and what investors should watch for.