Bi-Weekly Geopolitical Report – The 2026 Geopolitical Outlook (12/15/2025)

from Confluence Podcasts · host Confluence Investment Management

In this episode, members of the Confluence Macroeconomic Team sit down with Phil Adler to assess the geopolitical outlook for 2026. Six big picture trends that are guideposts for Confluence's investment recommendations are discussed including stablecoins, spheres of influence, and data centers.

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This episode is 21 minutes long.

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This episode was published on December 15, 2025.

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