EPISODE · Jul 10, 2023 · 24 MIN
Confluence of Ideas - The 2023 Mid-Year Geopolitical Outlook
from Confluence Podcasts · host Confluence Investment Management
Confluence Chief Market Strategist Bill O’Grady, Market Strategist Patrick Fearon-Hernandez, and Staff Economist Thomas Wash discuss the firm’s mid-year geopolitical update. This edition’s theme is “Welcome to the Polycrisis.” Confluence’s macro team lays out the large number of geopolitical concerns that could affect markets for the rest of 2023. This podcast accompanies the in-depth Bi-Weekly Geopolitical Report also published on July 10, 2023.
What this episode covers
Confluence Chief Market Strategist Bill O’Grady, Market Strategist Patrick Fearon-Hernandez, and Staff Economist Thomas Wash discuss the firm’s mid-year geopolitical update. This edition’s theme is “Welcome to the Polycrisis.” Confluence’s macro team lays out the large number of geopolitical concerns that could affect markets for the rest of 2023. This podcast accompanies the in-depth Bi-Weekly Geopolitical Report also published on July 10, 2023.
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Confluence of Ideas - The 2023 Mid-Year Geopolitical Outlook
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