Bi-Weekly Geopolitical Report – Defining Deglobalization (10/24/2022)

from Confluence Podcasts · host Confluence Investment Management

A deglobalized world in the months and years ahead will probably equate to increasing impediments to global trade, along with rising international tensions and higher inflation. Regular listeners will know that Confluence expects that deglobalization will be a long-term backdrop for investment strategy. Confluence Chief Market Strategist Bill O'Grady discusses how he defines deglobalization, why he expects this trend to remain so powerful, and how this expectation demands a changing framework for investments.

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This episode was published on October 24, 2022.

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