Best Activemanagement Podcasts (2026)

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Anatomy of a Recession Update: AI and the labor market 27:01

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25d ago27:01

27:01

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 impact of artificial intelligence on employment. They cover key themes such as labor market stability, the potential for further Fed rate cuts, and the…

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Anatomy of a Recession Update: Robust earnings good for labor market 26:36

2M ago26:36

26:36

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 government shutdown delaying official data releases, Jeff shares the alternative indicators he's using and why he thinks they point to continued economic res…

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Anatomy of a Recession Update: Bubble or Boom? 25:55

3M ago25:55

25:55

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.

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Colossal Tech: How AI capex is shaping the economy 24:52

3M ago24:52

24:52

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…

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Anatomy of a Recession Update: Three Fed rate cuts likely by year's end 28:58

4M ago28:58

28:58

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.

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Markets, myths and milestones—30 years in muni bonds 28:18

5M ago28:18

28:18

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.

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Anatomy of a Recession Update: What is the labor market signaling? 25:53

5M ago25:53

25:53

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.

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Anatomy of a Recession Update: Soft patch ahead? 27:08

6M ago27:08

27:08

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 he reviews what's happening on the tariffs and trade front.

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Are investors underestimating AI? 31:23

6M ago31:23

31:23

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 to see growth in the space, and why he believes that AI efficiency gains are not accurately captured in market valuations at this time.…

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Anatomy of a Recession Update: Tariffs still in play 28:24

7M ago28:24

28:24

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 over the next few months.

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Global Investment Management Survey: Outlook on recession and more 30:51

8M ago30:51

30:51

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, consumer spending, and the potential for recession.

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Anatomy of a Recession Update: Recession or vibecession? 24:01

8M ago24:01

24:01

Jeff Schulze of ClearBridge Investments discusses the US labor market, reviewing the April jobs report and sharing his thoughts on GDP growth for the year. He also provides an update on the Recession Risk Dashboard and the potential opportunities within US equities.

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Anatomy of a Recession Update: Tariffs increase recession odds 30:31

9M ago30:31

30:31

We speak with Jeff Schulze of ClearBridge Investments about the updates in the Recession Risk Dashboard and learn why he believes the odds of a potential recession have increased to 50%. And, he discusses the current position of the Federal Reserve, provides his base case on tariffs and covers how diversification is making a comeback.…

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Anatomy of a Recession Update: How much rests on consumer confidence? 24:48

10M ago24:48

24:48

Jeff Schulze of ClearBridge Investments provides an update on the health of the US economy, explores the current dynamics of US equities, and reviews the potential effects of tariffs on markets. Plus, he'll break down the latest changes on the Recession Risk Dashboard following two indicator downgrades.…

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Anatomy of a Recession Update: Less "magnificent" earnings expectations 21:38

11M ago21:38

21:38

This month's "Talking Markets" podcast offers perspective from ClearBridge Investments' Jeff Schulze on tariffs and the US equity complex. And, we review the two individual indicator upgrades that January brought on the Recession Risk Dashboard.

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Global Investment Management Survey: Outlook on equities and more 23:36

11M ago23:36

23:36

Chris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, gives us some key takeaways from the Global Investment Management Survey and his thoughts on US equities.

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Anatomy of a Recession Update: Can US exceptionalism continue? 22:45

12M ago22:45

22:45

After a period of no indicator upgrades within the Recession Risk Dashboard, there was quite a bit of movement in December. We speak with Jeff Schulze of ClearBridge Investments about these moves and more.

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Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue? 37:44

1y ago37:44

37:44

In this special episode, ClearBridge Investments' colleagues, Jeff Schulze and Josh Jamner, discuss their base case for the US economy and equity markets in 2025.

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Anatomy of a Recession Update: What we don't know about tariff plans 26:57

1y ago26:57

26:57

With US elections now behind us, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the new political landscape, the potential for higher tariffs on imports and the implications for the US equity market.

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Anatomy of a Recession Update: The case for economic reacceleration 21:20

1y ago21:20

21:20

We speak with Jeff Schulze of ClearBridge Investments about the health of the US consumer and equity market, and get an update on the Recession Risk Dashboard.

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Anatomy of a Recession Update: Speaking of the election 27:38

1+ y ago27:38

27:38

With the US presidential election approaching, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the four election outcomes and their potential impact on government spending, tax changes, trade policy and overall the US economy.

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Anatomy of a Recession Update: Economy's health holds steady 21:10

1+ y ago21:10

21:10

Jeff Schulze of ClearBridge Investments joins us to give an update on the Recession Risk Dashboard and shares which indicators to keep an eye on for next month. He also provides his perspective on the recent selloffs in the equity market and the potential for some choppiness leading up to the US election.…

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Anatomy of a Recession Update: Economic growth ahead? 21:06

1+ y ago21:06

21:06

We speak with Jeff Schulze of ClearBridge Investments about the dramatic improvement within the Recession Risk Dashboard, delving into the individual indicator changes. And, he shares his thoughts on when we may see a Fed rate cut and addresses concerns about US equity valuations.

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Global Investment Management Survey: Our collective forecast 13:24

1+ y ago13:24

13:24

Chris Galipeau, senior market strategist from the Franklin Templeton Institute joins us to share some key takeaways from the 2024 mid-year release of Franklin Templeton's Global Investment Management Survey.

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Anatomy of a Recession Update: Profit margins and credit spreads improve 19:54

1+ y ago19:54

19:54

In May, the Recession Risk Dashboard saw two individual indicator upgrades, including a move from yellow to green. We speak with ClearBridge Investments' Jeff Schulze about the positive momentum we've seen in the dashboard and get his perspective on the current global landscape.

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Anatomy of a Recession Update: A wait-and-see Fed 21:30

1+ y ago21:30

21:30

Continued progress in the ClearBridge Recession Risk Dashboard saw the wage growth indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his views on what that move could mean for investors, how many Fed rate cuts we may see this year, and the potential market implications of the upcoming US presidential election.…

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Anatomy of a Recession Update: What's different about this cycle? 23:36

1+ y ago23:36

23:36

Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, joins us to discuss the updated ClearBridge Recession Risk Dashboard, which has seen some progress underneath the surface despite not having any indicator changes. And, he shares his views on US equities and the impact of the Magnificent Seven.…

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Anatomy of a Recession Update: Soft landing chances rise 26:14

2y ago26:14

26:14

In the latest release of the ClearBridge Recession Risk Dashboard, we've seen that a particular indicator upgrade was enough to change the overall dashboard—going from red recession to yellow caution—the first time that it's been yellow since August of 2022. We speak with Jeff Schulze of ClearBridge Investments about this change and his current bas…

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Anatomy of a Recession update: Changes in our dashboard 21:59

2y ago21:59

21:59

The latest January release of the ClearBridge Recession Risk Dashboard shows another indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his insights on what this could mean for the recession outlook in the US and the overall state of the economy.

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Anatomy of a Recession Update: New Year, New Dynamic 23:38

2y ago23:38

23:38

As 2024 kicks off, we sit down with ClearBridge Investment's Jeff Schulze for an update on the Recession Risk Dashboard that has recently seen some indicator moves from red to yellow, and learn whether recent US economic and labor data has impacted his views on the likelihood of a soft landing.

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Anatomy of a Recession Update: The Fed's Next Moves, Anticipating '24 18:41

2y ago18:41

18:41

A review of recent US inflation data, the Recession Risk Dashboard, and thoughts on if we've reached the peak in the fed funds rate. Join us for this conversation with Jeff Schulze of ClearBridge Investments.

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Anatomy of a Recession Update: How Long Will Consumers Keep Spending? 24:57

2y ago24:57

24:57

We speak with ClearBridge Investments' Jeff Schulze about a topic on many investor's minds: the 10-year US Treasury yield and the path of monetary policy. He also shares his views on the latest US retail sales data and whether the consumer resilience will last into 2024.

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Anatomy of a Recession Update: Threats to a Soft Landing 22:37

2y ago22:37

22:37

With lots of chatter in the US around the potential for a soft landing, we speak with Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about his thoughts on the matter and the overall state of the US economy.

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Anatomy of a Recession Update: What Is a Recession, Exactly? 19:29

2+ y ago19:29

19:29

Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve's next potential moves.

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Anatomy of a Recession Update: Cracks in the Foundation 24:18

2+ y ago24:18

24:18

Get perspective on the most recent US economic data, the investor's view, and how reviewing previous recessionary periods may help us today, in this conversation with Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments.

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Anatomy of a Recession Update: Gradually, Then Suddenly 28:34

2+ y ago28:34

28:34

In this episode, we speak with Jeff Schulze, head of economic and market research at ClearBridge Investments about the Federal Reserve, rolling sector recessions, artificial intelligence, and receive the latest update on the ClearBridge Recession Risk Dashboard.

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Anatomy of a Recession Update: US Labor Market Cracks Emerging? 22:05

2+ y ago22:05

22:05

In this conversation with Jeff Schulze, head of economic and market research at ClearBridge Investments, we focus on the US employment market and consumption, receive an update on the ClearBridge Recession Risk Dashboard, and discuss the on-again, off-again, soft-landing narrative.

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Anatomy of a Recession Update: The Dominoes Are Falling 23:43

2+ y ago23:43

23:43

Jeff Schulze, head of economic and market research at ClearBridge Investments, provides us with an update on the Recession Risk Dashboard, a current view of those lagged effects, and perspective on Q1 earnings. In addition: the debt ceiling and perspective on the outcome of the FOMC meeting.

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Anatomy of a Recession: The Lagged Effects of Rate Hikes Have Started 20:41

2+ y ago20:41

20:41

A review of the US economy with Jeff Schulze, investment strategist at ClearBridge Investments, focusing on the most anticipated recession in history. Is it here? What signs are beginning to appear? And how deep will it be?

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Anatomy of a Recession: Economic Reacceleration in Perspective 20:27

3y ago20:27

20:27

A review of the US economy with focus on inflation, and whether a recession is likely this year with Jeff Schulze, investment strategist at ClearBridge Investments.

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Anatomy of a Recession: The Fed's Job Problem 19:50

3y ago19:50

19:50

A review of the United States economy with focus on the Federal Reserve, labor, and housing with Jeff Schulze, investment strategist at ClearBridge Investments.

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US Financial Services Policies Shift to Rules, Regulations, and Executive Actions 21:52

3y ago21:52

21:52

Drew Carrington, Head of Institutional DC at Franklin Templeton, discusses the implications of the 2022 US midterm elections for investors with Dean Sackett from Polaris Capital and Dan Murphy and Andy Lewin from the BGR Group.

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Anatomy of a Recession: The Long View for a New Year 22:31

3y ago22:31

22:31

We meet with regular guest, Jeff Schulze of ClearBridge Investments, to discuss the US economy—focusing on inflation, the US labor market, and the Federal Reserve.

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Anatomy of a Recession: Interpreting Mixed Economic Signals 17:26

3y ago17:26

17:26

A look at the United States economy with a focus on labor, home sales and corporate profits with Jeff Schulze, investment strategist at ClearBridge Investments.

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Anatomy of a Recession: Remain Patient Amid Market Gyrations 13:32

3y ago13:32

13:32

We discuss with ClearBridge Investments' Jeff Schulze, the potential economic and market impacts of the US midterm elections, get perspective on the Fed action against inflation, and review the current ClearBridge Recession Risk Dashboard.

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Anatomy of a Recession: Focusing on the Fed 17:31

3y ago17:31

17:31

We speak with Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of their Anatomy of a Recession program, about how the Federal Reserve's latest moves are impacting the odds of a recession in the US. Plus, what it would take for the Fed to reverse course and make a dovish pivot. And, how much is a recession already baked i…

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Investing in Innovation: Impacts of Market Volatility and Shocks 22:47

3+ y ago22:47

22:47

Franklin Equity Group's Renee Anderson and Matt Moberg cover investing in innovation during market volatility. We hear how business fundamentals and valuations look right now. Plus, from electric vehicles and renewable energy, to the metaverse, blockchain and more—a breakdown of which innovation themes have the most upside and challenges.…

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Increasing Yields: Strategy Shifts for Income Investors 18:31

3+ y ago18:31

18:31

Rapidly changing economic and market conditions could lead to a shift in strategy for income investors. Ed Perks, chief investment officer of Franklin Templeton Investment Solutions, breaks down the macro environment and shares the fixed income sectors he believes are now attractive, in this conversation with our Josh Greco.…

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Anatomy of a Recession: Deteriorating Economic Conditions with Continuing Bear Market 12:44

3+ y ago12:44

12:44

How deteriorating economic conditions make a US recession more likely. Plus, is a so-called soft-landing still even possible? And, a look at data from previous bear markets for clues on how long this one may last, and whether the S&P 500 has already hit bottom. Talking about it all is Jeff Schulze, Investment Strategist at ClearBridge Investments a…

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Looking Beneath the Surface of Monetary Policy Tightening 35:59

3+ y ago35:59

35:59

Thought leaders from Franklin Templeton and our Specialist Investment Managers discuss how the largest Fed hike in nearly three decades, along with the possibility of subsequent significant hikes, could impact US markets and the economy. Plus, which developed and emerging markets face the most challenging economic and investing environments. And, w…