Confluence of Ideas - The Mid-Year Geopolitical Outlook -...

What this episode covers

In our latest episode, the Confluence Macroeconomic Team breaks down the six geopolitical trends that we believe will shape the international landscape in the second half of 2026. From the disruptions in the Strait of Hormuz and the future of the dollar's reserve currency status, to the government's growing role in AI and the rise of quantum computing, the conversation covers the issues most likely to move markets in the months ahead.

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Frequently Asked Questions

How long is this episode of Confluence Podcasts?

This episode is 20 minutes long.

When was this Confluence Podcasts episode published?

This episode was published on June 29, 2026.

What is this episode about?

In our latest episode, the Confluence Macroeconomic Team breaks down the six geopolitical trends that we believe will shape the international landscape in the second half of 2026. From the disruptions in the Strait of Hormuz and the future of the...

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