Home Podcasts Talking Markets with Franklin Templeton
Talking Markets with Franklin Templeton

Talking Markets with Franklin Templeton

Franklin Templeton 96 Episodes Aug 13, 2026

Global perspectives and local insights from Franklin Templeton's investment teams. The podcast covers market trends, economic analysis, and investment strategies. Each episode features expert commentary on financial topics relevant to global investors.

Episodes

Anatomy of a Recession: Are Current Strong Earnings a Bubble?
Anatomy of a Recession: Are Current Strong Earnings a Bubble? Aug 13, 2026 24:59 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 discuss stronger-than-expected earnings, the AI capex surge, a genuine industrial cycle, and what a new Fed Chair means for markets.
Still Early Innings for Artificial Intelligence
Still Early Innings for Artificial Intelligence Jul 21, 2026 34:47 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 portfolio managers Andy O'Brien and Bobby Gray to explore artificial intelligence through the lens of professional investors. What's driving the urgency behind unprece
Anatomy of a Recession: Two Macro Economic Risks Fading
Anatomy of a Recession: Two Macro Economic Risks Fading Jul 13, 2026 22:02 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 implications of June's jobs report and falling oil prices, Schulze also examines shifting stock-bond correlations and argues that current S&P 500 valuations, while ele
Anatomy of a Recession Update: Resilience
Anatomy of a Recession Update: Resilience Jun 15, 2026 27:51 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 market, durable consumer spending, and a CapEx cycle broadening that extends well beyond AI. He views the economy as mid-cycle, remains constructive on US equit
Anatomy of a Recession Update: Jevons paradox predicts no AI "job apocalypse"
Anatomy of a Recession Update: Jevons paradox predicts no AI "job apocalypse" May 28, 2026 25:26 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 Jevons paradox to explain why he doesn't fear an AI "job apocalypse." And he remains bullish on US equities despite Middle East uncertainty and inflation worrie
Small caps deserve a closer look
Small caps deserve a closer look May 14, 2026 32:57 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 outperformance of small cap equities driven by accelerating earnings growth, attractive valuations, and secular tailwinds such as reshoring, deregulation, and AI adoptio
Anatomy of a Recession Update: Conflict, volatility and opportunity
Anatomy of a Recession Update: Conflict, volatility and opportunity Apr 14, 2026 25:57 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 explains why the current "wall of worry" can actually create long-term equity opportunities.
The opportunity in emerging markets today
The opportunity in emerging markets today Apr 1, 2026 21:39 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 specific companies and the broader opportunity across emerging markets today.
Anatomy of a Recession Update: Geopolitical conflict and the US economy
Anatomy of a Recession Update: Geopolitical conflict and the US economy Mar 12, 2026 23:34 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 dynamics, the potential impact of oil price increases and Fed policy expectations, while also exploring AI disruption and providing an update on US equity market
The Opportunity in Municipal Bonds in 2026
The Opportunity in Municipal Bonds in 2026 Feb 25, 2026 29:53 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 resilient, some key investment themes for the year, and the growing opportunity within municipal bonds.
Anatomy of a Recession Update: The Rotation Continues
Anatomy of a Recession Update: The Rotation Continues Feb 12, 2026 21:34 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 may see some volatility in 2026.
Global Investment Management Survey: Outlook on equities and more
Global Investment Management Survey: Outlook on equities and more Jan 29, 2026 26:06 We sit down with Chris Galipeau of Franklin Templeton Institute and Putnam's Kate Lakin to explore key insights from our Global Investment Management Survey and what they signal for the 2026 market landscape. Together, Chris and Kate break down expectations around economic growth, market broadening, and the strong business fundamentals shaping potential opportunities for investors.

Recommended