Talking Markets with Franklin Templeton

Anatomy of a Recession Update: Bubble or Boom?

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 and shares his thoughts on the Magnificent Seven and global equity performance.

Colossal Tech: How AI capex is shaping the economy

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, reviews innovation beyond technology, and emphasizes the significance of AI-related capital expenditures as a transformative force in the global economy.

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

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 why he thinks we may see three interest rate cuts from the Federal Reserve this year.

Markets, myths and milestones—30 years in muni bonds

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 environment, new investment vehicles, and potential areas of opportunity for investors.

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

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.