Talking Markets with Franklin Templeton
Chart positions today · United Kingdom
Not on the United States charts we track today.
Not on the United Kingdom charts we track today.
Not on the Canada charts we track today.
Not on the Australia charts we track today.
Not on the Germany charts we track today.
Not on the Brazil charts we track today.
Not on the Mexico charts we track today.
Not on the New Zealand charts we track today.
Not on the Ireland charts we track today.
Not on the India charts we track today.
Not on the Japan charts we track today.
Not on the Philippines charts we track today.
Not on the South Africa charts we track today.
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Ranking history · United Kingdom
Latest episodes
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Broadening delivered. Now prepare for volatility.
September 16, 2026 · 35 minChris 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…
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Anatomy of a Recession: Are Current Strong Earnings a Bubble?
August 13, 2026 · 25 minJeff 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…
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Still Early Innings for Artificial Intelligence
July 21, 2026 · 35 minDescription (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…
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Anatomy of a Recession: Two Macro Economic Risks Fading
July 13, 2026 · 22 minJeff 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…
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Anatomy of a Recession Update: Resilience
June 15, 2026 · 28 minJeff 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…
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Anatomy of a Recession Update: Jevons paradox predicts no AI "job apocalypse"
May 28, 2026 · 25 minJeff 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…
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Small caps deserve a closer look
May 14, 2026 · 33 minIn 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…
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Anatomy of a Recession Update: Conflict, volatility and opportunity
April 14, 2026 · 26 minJeff 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…
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The opportunity in emerging markets today
April 1, 2026 · 22 minBrian 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…
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Anatomy of a Recession Update: Geopolitical conflict and the US economy
March 12, 2026 · 24 minOur 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…
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The Opportunity in Municipal Bonds in 2026
February 25, 2026 · 30 minWe 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…
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Anatomy of a Recession Update: The Rotation Continues
February 12, 2026 · 22 minJeff 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…