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Asset Allocation Bi-Weekly – US Capital Flight and the Implications for Investors (5/5/25) episode artwork

EPISODE · May 5, 2025 · 13 MIN

Asset Allocation Bi-Weekly – US Capital Flight and the Implications for Investors (5/5/25)

from Confluence Podcasts · host Confluence Investment Management

Oh, what a difference one quarter can make! The mood has certainly changed on Wall Street since the beginning of the year as investors seem to be losing confidence in US economic growth. Confluence Chief Market Strategist Patrick Fearon-Hernandez reminds us what the market expectations were like back in January, examines the current evidence of what may be ahead for US investments, and discusses the implications for world financial markets going forward. 

What this episode covers

Oh, what a difference one quarter can make! The mood has certainly changed on Wall Street since the beginning of the year as investors seem to be losing confidence in US economic growth. Confluence Chief Market Strategist Patrick Fearon-Hernandez reminds us what the market expectations were like back in January, examines the current evidence of what may be ahead for US investments, and discusses the implications for world financial markets going forward.

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Asset Allocation Bi-Weekly – US Capital Flight and the Implications for Investors (5/5/25)

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Frequently Asked Questions

How long is this episode of Confluence Podcasts?

This episode is 13 minutes long.

When was this Confluence Podcasts episode published?

This episode was published on May 5, 2025.

What is this episode about?

Oh, what a difference one quarter can make! The mood has certainly changed on Wall Street since the beginning of the year as investors seem to be losing confidence in US economic growth. Confluence Chief Market Strategist Patrick Fearon-Hernandez...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Confluence Podcasts episode?

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