HeyJaredTalking Markets with Franklin Templeton
Global perspectives and local insights from our investment teams. © 2023 Franklin Templetonhttps://www.franklintempletonglobal.com/franklintempletonglobal/legal-info
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 16, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 13, 2026
Latest episodes
Broadening delivered. Now prepare for volatility. (opens the original)
Read excerpt
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 small caps, equal-weight indices, and international markets—and cautions that a more volatile, demanding phase lies ahead. He also explains why investors should prepare for near-term volatility but stay ready to put capital to work on pullbacks.
Anatomy of a Recession: Are Current Strong Earnings a Bubble? (opens the original)
Read excerpt
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 (opens the original)
Read excerpt
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 unprecedented AI capital spending? Will hyperscalers earn a return on their massive investments? How is t
Anatomy of a Recession: Two Macro Economic Risks Fading (opens the original)
Read excerpt
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 elevated, are supported by strong earnings. He believes that, while we may see volatility this midterm
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Not enough subject data for this period yet.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.