Latest Franklintempleton Podcast Episodes
Anatomy of a Recession Update: A wait-and-see Fed
Talking Markets with Franklin Templeton - May 09, 2024 16:43 - 21 minutes ★★★★ - 26 ratingsContinued progress in the ClearBridge Recession Risk Dashboard saw the wage growth indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his views on what that move could mean for investors, how many Fed rate cuts we may see this year, and the potential market implic...
Anatomy of a Recession Update: What's different about this cycle?
Talking Markets with Franklin Templeton - April 10, 2024 19:50 - 23 minutes ★★★★ - 26 ratingsJeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, joins us to discuss the updated ClearBridge Recession Risk Dashboard, which has seen some progress underneath the surface despite not having any indicator changes. And, he shares his views on US equities and the impac...
Anatomy of a Recession Update: Soft landing chances rise
Talking Markets with Franklin Templeton - March 07, 2024 16:20 - 26 minutes ★★★★ - 26 ratingsIn the latest release of the ClearBridge Recession Risk Dashboard, we’ve seen that a particular indicator upgrade was enough to change the overall dashboard—going from red recession to yellow caution—the first time that it’s been yellow since August of 2022. We speak with Jeff Schulze of ClearBr...
Anatomy of a Recession update: Changes in our dashboard
Talking Markets with Franklin Templeton - February 09, 2024 15:50 - 21 minutes ★★★★ - 26 ratingsThe latest January release of the ClearBridge Recession Risk Dashboard shows another indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his insights on what this could mean for the recession outlook in the US and the overall state of the economy.
Anatomy of a Recession Update: New Year, New Dynamic
Talking Markets with Franklin Templeton - January 11, 2024 21:00 - 23 minutes ★★★★ - 26 ratingsAs 2024 kicks off, we sit down with ClearBridge Investment's Jeff Schulze for an update on the Recession Risk Dashboard that has recently seen some indicator moves from red to yellow, and learn whether recent US economic and labor data has impacted his views on the likelihood of a soft landing.
Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24
Talking Markets with Franklin Templeton - December 07, 2023 20:10 - 18 minutes ★★★★ - 26 ratingsA review of recent US inflation data, the Recession Risk Dashboard, and thoughts on if we've reached the peak in the fed funds rate. Join us for this conversation with Jeff Schulze of ClearBridge Investments.
Anatomy of a Recession Update: How Long Will Consumers Keep Spending?
Talking Markets with Franklin Templeton - November 10, 2023 16:08 - 24 minutes ★★★★ - 26 ratingsWe speak with ClearBridge Investments’ Jeff Schulze about a topic on many investor's minds: the 10-year US Treasury yield and the path of monetary policy. He also shares his views on the latest US retail sales data and whether the consumer resilience will last into 2024.
Anatomy of a Recession Update: Threats to a Soft Landing
Talking Markets with Franklin Templeton - October 12, 2023 15:30 - 22 minutes ★★★★ - 26 ratingsWith lots of chatter in the US around the potential for a soft landing, we speak with Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about his thoughts on the matter and the overall state of the US economy.
Anatomy of a Recession Update: What Is a Recession, Exactly?
Talking Markets with Franklin Templeton - September 14, 2023 15:51 - 19 minutes ★★★★ - 26 ratingsHear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.
Anatomy of a Recession Update: Cracks in the Foundation
Talking Markets with Franklin Templeton - August 10, 2023 15:58 - 24 minutes ★★★★ - 26 ratingsGet perspective on the most recent US economic data, the investor’s view, and how reviewing previous recessionary periods may help us today, in this conversation with Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments.
Anatomy of a Recession Update: Gradually, Then Suddenly
Talking Markets with Franklin Templeton - July 14, 2023 18:47 - 28 minutes ★★★★ - 26 ratingsIn this episode, we speak with Jeff Schulze, head of economic and market research at ClearBridge Investments about the Federal Reserve, rolling sector recessions, artificial intelligence, and receive the latest update on the ClearBridge Recession Risk Dashboard.
Anatomy of a Recession Update: US Labor Market Cracks Emerging?
Talking Markets with Franklin Templeton - June 08, 2023 19:57 - 22 minutes ★★★★ - 26 ratingsIn this conversation with Jeff Schulze, head of economic and market research at ClearBridge Investments, we focus on the US employment market and consumption, receive an update on the ClearBridge Recession Risk Dashboard, and discuss the on-again, off-again, soft-landing narrative.
Anatomy of a Recession Update: The Dominoes Are Falling
Talking Markets with Franklin Templeton - May 09, 2023 19:10 - 23 minutes ★★★★ - 26 ratingsJeff Schulze, head of economic and market research at ClearBridge Investments, provides us with an update on the Recession Risk Dashboard, a current view of those lagged effects, and perspective on Q1 earnings. In addition: the debt ceiling and perspective on the outcome of the FOMC meeting.
Anatomy of a Recession: The Lagged Effects of Rate Hikes Have Started
Talking Markets with Franklin Templeton - April 13, 2023 16:44 - 20 minutes ★★★★ - 26 ratingsA review of the US economy with Jeff Schulze, investment strategist at ClearBridge Investments, focusing on the most anticipated recession in history. Is it here? What signs are beginning to appear? And how deep will it be?
Anatomy of a Recession: Economic Reacceleration in Perspective
Talking Markets with Franklin Templeton - March 09, 2023 16:22 - 20 minutes ★★★★ - 26 ratingsA review of the US economy with focus on inflation, and whether a recession is likely this year with Jeff Schulze, investment strategist at ClearBridge Investments.
Anatomy of a Recession: The Fed’s Job Problem
Talking Markets with Franklin Templeton - February 09, 2023 21:04 - 19 minutes ★★★★ - 26 ratingsA review of the United States economy with focus on the Federal Reserve, labor, and housing with Jeff Schulze, investment strategist at ClearBridge Investments.
US Financial Services Policies Shift to Rules, Regulations, and Executive Actions
Talking Markets with Franklin Templeton - January 17, 2023 21:26 - 21 minutes ★★★★ - 26 ratingsDrew Carrington, Head of Institutional DC at Franklin Templeton, discusses the implications of the 2022 US midterm elections for investors with Dean Sackett from Polaris Capital and Dan Murphy and Andy Lewin from the BGR Group.
Anatomy of a Recession: The Long View for a New Year
Talking Markets with Franklin Templeton - January 12, 2023 16:09 - 22 minutes ★★★★ - 26 ratingsWe meet with regular guest, Jeff Schulze of ClearBridge Investments, to discuss the US economy—focusing on inflation, the US labor market, and the Federal Reserve.
Anatomy of a Recession: Interpreting Mixed Economic Signals
Talking Markets with Franklin Templeton - December 09, 2022 16:28 - 17 minutes ★★★★ - 26 ratingsA look at the United States economy with a focus on labor, home sales and corporate profits with Jeff Schulze, investment strategist at ClearBridge Investments.
Anatomy of a Recession: Remain Patient Amid Market Gyrations
Talking Markets with Franklin Templeton - November 15, 2022 18:41 - 13 minutes ★★★★ - 26 ratingsWe discuss with ClearBridge Investments’ Jeff Schulze, the potential economic and market impacts of the US midterm elections, get perspective on the Fed action against inflation, and review the current ClearBridge Recession Risk Dashboard.
Anatomy of a Recession: Focusing on the Fed
Talking Markets with Franklin Templeton - October 13, 2022 19:58 - 17 minutes ★★★★ - 26 ratingsWe speak with Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of their Anatomy of a Recession program, about how the Federal Reserve’s latest moves are impacting the odds of a recession in the US. Plus, what it would take for the Fed to reverse course and make a dovi...
Investing in Innovation: Impacts of Market Volatility and Shocks
Talking Markets with Franklin Templeton - August 26, 2022 16:05 - 22 minutes ★★★★ - 26 ratingsFranklin Equity Group’s Renee Anderson and Matt Moberg cover investing in innovation during market volatility. We hear how business fundamentals and valuations look right now. Plus, from electric vehicles and renewable energy, to the metaverse, blockchain and more—a breakdown of which innovation...
Increasing Yields: Strategy Shifts for Income Investors
Talking Markets with Franklin Templeton - August 04, 2022 15:17 - 18 minutes ★★★★ - 26 ratingsRapidly changing economic and market conditions could lead to a shift in strategy for income investors. Ed Perks, chief investment officer of Franklin Templeton Investment Solutions, breaks down the macro environment and shares the fixed income sectors he believes are now attractive, in this con...
Anatomy of a Recession: Deteriorating Economic Conditions with Continuing Bear Market
Talking Markets with Franklin Templeton - July 13, 2022 20:24 - 12 minutes ★★★★ - 26 ratingsHow deteriorating economic conditions make a US recession more likely. Plus, is a so-called soft-landing still even possible? And, a look at data from previous bear markets for clues on how long this one may last, and whether the S&P 500 has already hit bottom. Talking about it all is Jeff Schul...
Looking Beneath the Surface of Monetary Policy Tightening
Talking Markets with Franklin Templeton - June 23, 2022 19:50 - 35 minutes ★★★★ - 26 ratingsThought leaders from Franklin Templeton and our Specialist Investment Managers discuss how the largest Fed hike in nearly three decades, along with the possibility of subsequent significant hikes, could impact US markets and the economy. Plus, which developed and emerging markets face the most c...
Making the Case for Municipal Bonds Despite Recent Volatility
Talking Markets with Franklin Templeton - June 07, 2022 17:24 - 22 minutes ★★★★ - 26 ratingsWhile inflation and rising interest rates are putting pressure on the municipal bond market, the environment for investors seeking income and other benefits from munis may be setting up well for the second half of the year and beyond. Talking about it all is Ben Barber, Director of Municipal Bo...
Making Sense of the Recent Market Selloffs
Talking Markets with Franklin Templeton - May 16, 2022 21:11 - 16 minutes ★★★★ - 26 ratingsPutting the selloff in equity markets in perspective. Why the pendulum has shifted so strongly negative, and is there any bottom in sight? Plus, where investors looking for diversification could go, beyond equities and fixed income. And, a cautionary tale about cryptocurrencies. Talking about it...
Anatomy of a Recession: Why a US Recession is Unlikely Near Term
Talking Markets with Franklin Templeton - April 21, 2022 19:28 - 16 minutes ★★★★ - 26 ratingsJeff Schulze, Investment Strategist at ClearBridge Investments and architect of ClearBridge’s Anatomy of a Recession program, provides his views on why growing fears of a US recession may be overblown, at least near-term.
Uncertainty Leads to Caution: Adjusting Investment Strategies While Taking Down Risk
Talking Markets with Franklin Templeton - April 12, 2022 19:31 - 29 minutes ★★★★ - 26 ratingsWith uncertainty mounting on many fronts globally, we hear how investment strategies are changing with a focus on taking risk down, while still identifying investment opportunities. Our Head of the Franklin Templeton Institute, Stephen Dover, talks about it all with Gene Podkaminer, Head of Re...
Are Central Banks Too Late to Tackle Inflation?
Talking Markets with Franklin Templeton - March 31, 2022 16:38 - 27 minutes ★★★★ - 26 ratingsCan the Fed play catch-up and reverse rising inflation in the United States? Or, could growth actually slow on its own, so less action is needed? Plus, an inversion in the US Treasury yield curve usually is a recession warning, but hear why that may not be the case, at least for this year. Sonal...
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