Talking Markets with Franklin Templeton

Talking Markets with Franklin Templeton

Franklin Templeton

Episodes 95
Avg. Duration 23m
Activity Highly Active
Apple Rating 4.1 (30)
Since Jan 2021
Latest Episode May 2026

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Publishing Details

Schedule
Monthly
Format
Episodic
Consistency
69%
Hosting
rss.libsyn.com

Contact & Outreach

About This Podcast

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

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Recent Episodes

Anatomy of a Recession Update: Jevons paradox predicts no AI "job apocalypse"

May 28, 2026 25m

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…

Small caps deserve a closer look

May 14, 2026 32m

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…

Anatomy of a Recession Update: Conflict, volatility and opportunity

Apr 14, 2026 25m

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…

The opportunity in emerging markets today

Apr 01, 2026 21m

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…

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

Mar 12, 2026 23m

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…

The Opportunity in Municipal Bonds in 2026

Feb 25, 2026 29m

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…

Anatomy of a Recession Update: The Rotation Continues

Feb 12, 2026 21m

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…

Global Investment Management Survey: Outlook on equities and more

Jan 29, 2026 26m

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…

Anatomy of a Recession Update: Is the AI era a repeat of the dot.com era?

Jan 14, 2026 23m

Jeff Schulze of ClearBridge Investments shares insights from the ClearBridge Recession Risk Dashboard, explores the outlook for US equities in 2026, and discusses how AI-driven capital expenditures…

Anatomy of a Recession Update: AI and the labor market

Dec 12, 2025 27m

In this episode, our host John Przygocki and ClearBridge Investments' Jeff Schulze examine the state of the US economy following the end of the government shutdown and amid ongoing debates about the…

Anatomy of a Recession Update: Robust earnings good for labor market

Nov 17, 2025 26m

Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, discusses the latest US economic outlook and provides insights on the Recession Risk Dashboard. Despite a federal…

Anatomy of a Recession Update: Bubble or Boom?

Oct 20, 2025 25m

Jeff Schulze from ClearBridge Investments discusses the potential for Fed interest-rate cuts and why he's leaning a bit hawkish. He also compares today's market dynamics to the late 1990s tech boom…

Colossal Tech: How AI capex is shaping the economy

Oct 09, 2025 24m

Franklin Equity Group's Matt Moberg joins us to discuss the economic impact of innovation and artificial intelligence. He provides insights on how historical context can inform investment strategy,…

Anatomy of a Recession Update: Three Fed rate cuts likely by year's end

Sep 15, 2025 28m

Jeff Schulze of ClearBridge Investments shares his take on the August payroll figures and reviews the Recession Risk Dashboard which is currently holding with an overall green signal. He also covers…

Markets, myths and milestones—30 years in muni bonds

Aug 20, 2025 28m

Ben Barber of Franklin Templeton Fixed Income shares his views on the significant changes within the municipal bond market over the last 30 years. He also covers some misconceptions about the muni…

Anatomy of a Recession Update: What is the labor market signaling?

Aug 12, 2025 25m

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…

Anatomy of a Recession Update: Soft patch ahead?

Jul 18, 2025 27m

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…

Are investors underestimating AI?

Jul 10, 2025 31m

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…

Anatomy of a Recession Update: Tariffs still in play

Jun 12, 2025 28m

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…

Global Investment Management Survey: Outlook on recession and more

May 22, 2025 30m

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,…

Frequently Asked Questions

How many episodes does Talking Markets with Franklin Templeton have?

Talking Markets with Franklin Templeton has published 95 episodes since January 2021, covering topics in Business, Investing.

Is Talking Markets with Franklin Templeton still active?

Talking Markets with Franklin Templeton is currently highly active with new episodes monthly. Average episode length is 23m.

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