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EPISODE · Feb 5, 2026 · 28 MIN

The Confluence Mailbag – Global Shifts and the Next Market Drivers (2/5/26)

from Confluence Podcasts · host Confluence Investment Management

Confluence’s first Mailbag Podcast episode of the year is a wide-ranging conversation on geopolitics and evolving market trends. Bill O’Grady and Mark Keller explore whether Latin America could emerge as a key low-cost producer in a deglobalizing world and the resulting investment opportunities. The discussion also covers current US dollar policy and the challenges of currency forecasting, signs of a meaningful market rotation following years of US large cap growth dominance, limitations of LLMs within the broader AI boom, the forces driving the surge in precious metals, and implications of Canada’s new trade deal with China.

What this episode covers

Confluence’s first Mailbag Podcast episode of the year is a wide-ranging conversation on geopolitics and evolving market trends. Bill O’Grady and Mark Keller explore whether Latin America could emerge as a key low-cost producer in a deglobalizing world and the resulting investment opportunities. The discussion also covers current US dollar policy and the challenges of currency forecasting, signs of a meaningful market rotation following years of US large cap growth dominance, limitations of LLMs within the broader AI boom, the forces driving the surge in precious metals, and implications of Canada’s new trade deal with China.

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The Confluence Mailbag – Global Shifts and the Next Market Drivers (2/5/26)

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Frequently Asked Questions

How long is this episode of Confluence Podcasts?

This episode is 28 minutes long.

When was this Confluence Podcasts episode published?

This episode was published on February 5, 2026.

What is this episode about?

Confluence’s first Mailbag Podcast episode of the year is a wide-ranging conversation on geopolitics and evolving market trends. Bill O’Grady and Mark Keller explore whether Latin America could emerge as a key low-cost producer in a deglobalizing...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Confluence Podcasts episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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