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Asset Allocation Bi-Weekly – Wars, Price Shocks, and Inventories (4/17/26)

EPISODE · Apr 17, 2026 · 10 MIN

Asset Allocation Bi-Weekly – Wars, Price Shocks, and Inventories (4/17/26)

from Confluence Podcasts · host Confluence Investment Management

The war in Iran is an event that is likely to change for the long term the way corporations manage their supply inventories. Think high instead of just in time. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss why this matters a lot for investors.

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Asset Allocation Bi-Weekly – Wars, Price Shocks, and Inventories (4/17/26)

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