Bi-Weekly Geopolitical Report – I Miss Recessions (9/14/2026)

Conservative investors, as a rule, construct their portfolios to, if not anticipate a recession, at least acknowledge the possibility of one. But in doing so, these investors may not fully participate in market rallies. But what if recessions are less common than they used to be? Are these conservative investors needlessly missing out? Confluence Chief Market Strategist, Patrick Fearon Hernandez, joins Phil Adler to address these questions and discuss the investment implications.