
Confluence Podcasts
Hosted by Phil Adler · Confluence Investment Management
4.9from 40 ratings
- 334
- Episodes
- 143
- Transcribed
- 40
- Ratings
- Weekly
- Cadence
- 2015
- First episode
About Confluence Podcasts
Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays), and a new monthly Q&A format called the Confluence Mailbag.
- Publisher
- Confluence Investment Management
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 8 Jun 2015
- Latest episode
- 19 Oct 2026
Latest episodes
143 of 334 episodes have a transcript.

19 Oct 2026TRANSCRIPT
Asset Allocation Bi-Weekly – The Euro vs. the Swiss Franc (10/19/26)

12 Oct 2026TRANSCRIPT
Bi-Weekly Geopolitical Report – The AI Buildout: Profits, Productivity, and the Risk of Overcapacity (10/12/2026)

5 Oct 2026TRANSCRIPT
Asset Allocation Bi-Weekly – What “Real” Interest Rates Are Telling Us (10/5/26)
Inside a recent episode

Asset Allocation Bi-Weekly – The Euro vs. the Swiss Franc (10/19/26)
Published 19 Oct 2026 · Transcript excerpt
[…] At the same time, Switzerland maintains a reputation for fiscal discipline, political stability, low inflation, strong institutions, and prudent monetary management. Investors around the world have long seen the franc as a safe haven currency. When uncertainty rises, money often flows into Switzerland rather than away from it. Because the franc serves as a kind of benchmark for stability within Europe, comparing the euro against the franc can tell us whether investors are becoming more or less confident in the broader eurozone project. In that sense, the franc acts as a particularly revealing measuring stick. […]
Read the full transcript with a Pod Engine plan.
See plansWho has been a guest on Confluence Podcasts
Names identified in recent episode analyses. Showing up to five guests.
- Patrick Fearon-Hernandez
- Thomas Wash
- Bill O'Grady
- Mark Keller
- Patrick Fearon Hernandez
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 4.9 / 5
- 29 ratings
- Spotify
- 5.0 / 5
- 11 ratings
Podcast Authority Score: 65 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 98
- Social presence
- 0
- YouTube
- 0
- Engagement
- 77
Contact Confluence Podcasts
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Confluence Podcasts
Who hosts Confluence Podcasts?
Phil Adler host the show. Published by Confluence Investment Management.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does Confluence Podcasts take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
143 of 334 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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