EPISODE · Jun 10, 2025 · 47 MIN
The Confluence Mailbag – A Mixed Bag of Bonds, Buffett, Defense, and Crypto (6/10/25)
from Confluence Podcasts · host Confluence Investment Management
In our new podcast series, Confluence will address your most frequent, thought-provoking, and insightful questions, drawing on our years of experience and expertise. The inaugural episode features Bill O’Grady, Advisory Director – Market Strategy, and Mark Keller, CEO/CIO, as they discuss a range of timely topics from changes in the 10-year Treasury to global defense spending in the current geopolitical environment, AI implications, and crypto considerations.
What this episode covers
In our new podcast series, Confluence will address your most frequent, thought-provoking, and insightful questions, drawing on our years of experience and expertise. The inaugural episode features Bill O’Grady, Advisory Director – Market Strategy, and Mark Keller, CEO/CIO, as they discuss a range of timely topics from changes in the 10-year Treasury to global defense spending in the current geopolitical environment, AI implications, and crypto considerations.
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The Confluence Mailbag – A Mixed Bag of Bonds, Buffett, Defense, and Crypto (6/10/25)
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