Skip to content

Confluence Investment Management

Confluence Investment Management

  • Contact Us
  • Home
  • Our Firm
    • About Us
    • Our Mission & Philosophy
    • Investment & Leadership Team
      • Mark Keller, CFA
      • Brian Hansen
      • William O’Grady
      • Patty Dahl
      • Daniel Winter, CFA
      • Gregory Ellston
      • David Miyazaki, CFA
      • Tom Dugan, CFA
      • Tore Stole
      • John Wobbe
      • Joe Hanzlik
      • Dustin Hausladen
      • Kaisa Stucke, CFA
      • J. Blair Brumley, CFA
      • Brett Mawhiney, CFA
      • John Laux
      • Gregory Tropf, CFA, CIPM
      • Matthew Sinkovitz
      • Steven Farmer
      • Patrick Fearon-Hernandez, CFA
    • Sales Team
    • Documents & Disclosures
    • Careers
  • Products & Performance
    • Value Equity Strategies
    • International Equity Strategies
    • Asset Allocation Strategies
    • Balanced Accounts
    • Fixed Income
    • Alternative Investment Strategies
    • Funds
    • Independent Verification
  • Research & News
    • All
    • Daily Comment
    • Bi-Weekly Geopolitical Report
    • Asset Allocation Reports
      • Asset Allocation Bi-Weekly
      • Asset Allocation Bi-Weekly Podcast
      • Asset Allocation Weekly Chart Book (Archive)
      • Asset Allocation Quarterly
      • Quarterly Rebalance Presentation
    • Value Equity Insights
      • Quarterly Update
    • Current Perspectives
    • Keller Quarterly
    • Energy Reports
      • Weekly Energy Update
      • Quarterly Energy Comment (Archive)
    • Business Cycle Report
    • Podcasts
      • Confluence of Ideas Podcast
      • Asset Allocation Bi-Weekly Podcast
      • Geopolitical Podcast
      • Confluence Mailbag Podcast
    • Reading List
    • Subscribe
  • Contact Us
slider-image-1
    Home / Podcasts / Asset Allocation Bi-Weekly Podcast / Asset Allocation Bi-Weekly – #143 “The Hidden Battle in the ‘One Big, Beautiful Bill'” (Posted 6/30/25) / AAW 6.30.2025

AAW 6.30.2025

https://www.confluenceinvestment.com/wp-content/uploads/AAW-6.30.2025.mp3

“AAW 6.30.2025”.

  • All
  • Daily Comment
  • Bi-Weekly Geopolitical Report
  • Asset Allocation Reports
    • Asset Allocation Bi-Weekly
    • Asset Allocation Quarterly
    • Asset Allocation Bi-Weekly Podcast
  • Value Equity Insights
  • Current Perspectives
  • Keller Quarterly
  • Energy Reports
    • Quarterly Energy Comment (Archive)
    • Weekly Energy Update
  • Business Cycle Report
  • Podcasts
    • Geopolitical Podcast
    • Confluence of Ideas Podcast
    • Asset Allocation Bi-Weekly Podcast
    • Confluence Mailbag Podcast
  • Reading List

MENU

  • Our Firm
  • Products & Performance
  • Research & News
  • Contact Us
  • Sales Team

QUICKLINKS

  • Firm Profile
  • ADVISORY CONTRACT
  • Form ADV Part 2A
  • Form CRS
  • Privacy Notice

CONTACT

Confluence Investment Management LLC
20 Allen Avenue, Suite 300
Saint Louis, MO 63119
Phone: (314) 743-5090
Fax: (314) 743-5205
Email: info@confluenceim.com

EMAIL NEWSLETTER

This website is directed to and intended for use by citizens or residents of the United States of America only. The material provided on this website is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Investing involves risk, including the possible loss of principal.

Copyright Confluence Investment Management LLC, 2008-2025. All rights reserved. Sitemap

Powered by Site Logo

We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.