Confluence Podcasts
Confluence Podcasts
Confluence Investment Management
Bi-Weekly Geopolitical Report – The Corporatist State and Its Investment Implications (7/27/2026)
14 minutes Posted Jul 27, 2026 at 6:27 am.
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Show notes

Taking ownership stakes in key high-tech companies is only one way the federal government is exerting its influence on the economy. A whole new economic system appears to be emerging, one that Confluence Chief Market Strategist Patrick Fearon-Hernandez calls the corporatist state. Patrick joins Phil Adler to discuss this transition and why as an investment strategist he's taking notice.