Talking Markets with Franklin Templeton

Latest Episodes:

Anatomy of a Recession Update: What is the labor market signaling? Aug 12, 2025

Show notes

ClearBridge Investments' Jeff Schulze provide his insights on the US labor market—reviewing the latest job report and past payroll revision figures. And, he covers why his views about potential Fed rate cuts in 2025 have shifted.

Anatomy of a Recession Update: Soft patch ahead? Jul 18, 2025

Show notes

We hear from Jeff Schulze of ClearBridge Investments on the chances of a recession, why investors may need to recalibrate their views on what a normal level of job growth is in the United States, and he reviews what's happening on the tariffs and trade front.

Are investors underestimating AI? Jul 10, 2025

Show notes

Jonathan Curtis, portfolio manager and Chief Investment Officer of Franklin Equity Group, joins us to discuss the next potential breakthroughs in artificial intelligence (AI), areas that are likely to see growth in the space, and why he believes that AI efficiency gains are not accurately captured in market valuations at this time.

Anatomy of a Recession Update: Tariffs still in play Jun 12, 2025

Show notes

ClearBridge Investments' Jeff Schulze reviews the two indicator upgrades on the Recession Risk Dashboard and shares his views on tariffs, US Treasuries, and why equity markets may see some choppiness over the next few months.

Global Investment Management Survey: Outlook on recession and more May 22, 2025

Show notes

Chris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, shares some key takeaways from the Global Investment Management Survey and provides thoughts on the US equity market, consumer spending, and the potential for recession.

Anatomy of a Recession Update: Recession or vibecession? May 12, 2025

Show notes

Jeff Schulze of ClearBridge Investments discusses the US labor market, reviewing the April jobs report and sharing his thoughts on GDP growth for the year. He also provides an update on the Recession Risk Dashboard and the potential opportunities within US equities.

Anatomy of a Recession Update: Tariffs increase recession odds Apr 11, 2025

Show notes

We speak with Jeff Schulze of ClearBridge Investments about the updates in the Recession Risk Dashboard and learn why he believes the odds of a potential recession have increased to 50%. And, he discusses the current position of the Federal Reserve, provides his base case on tariffs and covers how diversification is making a comeback.

Anatomy of a Recession Update: How much rests on consumer confidence? Mar 14, 2025

Show notes

Jeff Schulze of ClearBridge Investments provides an update on the health of the US economy, explores the current dynamics of US equities, and reviews the potential effects of tariffs on markets. Plus, he'll break down the latest changes on the Recession Risk Dashboard following two indicator downgrades.

Anatomy of a Recession Update: Less "magnificent" earnings expectations Feb 10, 2025

Show notes

This month's "Talking Markets" podcast offers perspective from ClearBridge Investments' Jeff Schulze on tariffs and the US equity complex. And, we review the two individual indicator upgrades that January brought on the Recession Risk Dashboard.

Global Investment Management Survey: Outlook on equities and more Jan 30, 2025

Show notes

Chris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, gives us some key takeaways from the Global Investment Management Survey and his thoughts on US equities.