EPISODE · Jun 11, 2026 · 16 MIN
Bi-Weekly Geopolitical Report – Excess Capacity and Policy Change (6/11/2026)
from Confluence Podcasts · host Confluence Investment Management
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.
What this episode covers
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.
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Bi-Weekly Geopolitical Report – Excess Capacity and Policy Change (6/11/2026)
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