Talking Markets with Franklin Templeton podcast artwork
Business

Talking Markets with Franklin Templeton

by Franklin Templeton
InvestingBusiness

Not on the Philippines charts we track today.

If you like Talking Markets with Franklin Templeton, try…

Latest episodes

  • Broadening delivered. Now prepare for volatility.

    September 16, 2026 · 35 min

    Chris Galipeau, Head Market Strategist at the Franklin Templeton Institute, recounts his 2025 thesis that equity leadership would broaden beyond the Magnificent Seven. With the thesis now delivered, he unpacks the earnings-driven case for…

  • Anatomy of a Recession: Are Current Strong Earnings a Bubble?

    August 13, 2026 · 25 min

    Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, tells us that the US economy is holding firm, with recession risk at just 20%, a strengthening labor market, and resilient consumer spending. He goes on to…

  • Still Early Innings for Artificial Intelligence

    July 21, 2026 · 35 min

    Description (used on blogs & websites): In this episode of Talking Markets with Franklin Templeton, host John Przygocki sits down with Chris Galipeau, Head Market Strategist at the Franklin Templeton Institute, and Putnam Investments…

  • Anatomy of a Recession: Two Macro Economic Risks Fading

    July 13, 2026 · 22 min

    Jeff Schulze of ClearBridge Investments explains to host John Przygocki why he maintains a constructive outlook for the US economy, putting the odds of recession in the next 12 months at just 20%. Touching on the potential inflation…

  • Anatomy of a Recession Update: Resilience

    June 15, 2026 · 28 min

    Jeff Schulze of ClearBridge Investments joins host John Przygocki to discuss US economic resilience amid Middle East energy disruptions. With 11 of 12 of his Recession Risk Dashboard indicators now green, Schulze highlights a strong labor…

Show 7 more episodesShow fewer episodes
  • Anatomy of a Recession Update: Jevons paradox predicts no AI "job apocalypse"

    May 28, 2026 · 25 min

    Jeff Schulze of ClearBridge Investments joins host John Przygocki to assess the health of the US economy. He points to a resilient Q1 GDP reading, strong jobs data and earnings growth in estimating a 30% recession probability. He cites the…

  • Small caps deserve a closer look

    May 14, 2026 · 33 min

    In this episode of Talking Markets, Franklin Templeton Institute's Chris Galipeau and Royce's Frank Gannon examine the current opportunity in small cap equities. Against a resilient US economic backdrop, they highlight the recent…

  • Anatomy of a Recession Update: Conflict, volatility and opportunity

    April 14, 2026 · 26 min

    Jeff Schulze of ClearBridge Investments joins host John Przygocki to assess recession risks, energy price shocks, market volatility, and investor concerns from AI and labor trends to private credit and market concentration. Schulze also…

  • The opportunity in emerging markets today

    April 1, 2026 · 22 min

    Brian Freiwald of Putnam Investments joins us to discuss the nature of emerging markets and how their behavior differs from the US equity market. He offers his views on the reasons to allocate to emerging markets, including insights on…

  • Anatomy of a Recession Update: Geopolitical conflict and the US economy

    March 12, 2026 · 24 min

    Our host, John Przygocki, sits down with ClearBridge Investments' Jeff Schulze to assess the US economic outlook, evolving recession risks, and the market implications of escalating geopolitical tensions. The conversation spans inflation…

  • The Opportunity in Municipal Bonds in 2026

    February 25, 2026 · 30 min

    We sit down with guests Rick Polsinello from the Franklin Templeton Institute and Ben Barber of Franklin Templeton Fixed Income to discuss the US economy and the municipal bond market in 2026. They cover why they view the economy as…

  • Anatomy of a Recession Update: The Rotation Continues

    February 12, 2026 · 22 min

    Jeff Schulze of ClearBridge Investments reviews the latest Recession Risk Dashboard, including an update to Manufacturing PMI, New Orders. He also shares his thoughts on rotation in the US equity space, consumer strength, and why markets…

Full episode archive on Apple Podcasts →

About the show

Global perspectives and local insights from our investment teams. © 2023 Franklin Templeton https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info