Beyond Bulls & Bears

Tag: podcast

PODCAST: Cryptocurrency, Blockchain, and Digital Assets: Love ‘em, Hate ‘em, but Don’t Ignore ‘em
Perspectives

PODCAST: Cryptocurrency, Blockchain, and Digital Assets: Love ‘em, Hate ‘em, but Don’t Ignore ‘em

Our Chief Market Strategist Stephen Dover explores blockchain and digital assets through an equity-investor lens with Anthony Hardy and Christophe Vande Walle. They discuss the growing implications and why investors and asset managers shouldn’t ignore this space.

Stephen H. Dover, CFA |
PODCAST: Factoring Inflation and Valuations into Stock-Picking Decisions
Equity

PODCAST: Factoring Inflation and Valuations into Stock-Picking Decisions

Our Chief Market Strategist Stephen Dover speaks with portfolio managers Matt Moberg from Franklin Equity Group and Aram Green from ClearBridge Investments on how they factor inflation and valuations into stock-picking decisions. They also cover the impacts private and special purpose acquisition companies are having on markets. And, why some innovative companies and technology that are changing our lives may not make great investments.

Stephen H. Dover, CFA |
PODCAST: Putting Inflation Concerns in Perspective
Perspectives

PODCAST: Putting Inflation Concerns in Perspective

In our latest "Talking Markets" podcast, Franklin Templeton’s Chief Market Strategist, Stephen Dover, speaks with our Gene Podkaminer, Western Asset’s Mark Lindbloom, and ClearBridge Investments’ Michael Clarfeld about interest rates, deficits, inflation concerns, commodity prices, rising US Treasury yields, and the global rollout of the COVID-19 vaccine.

Stephen H. Dover, CFA |
PODCAST: US Election Heightens Pandemic Uncertainty
Multi-Asset

PODCAST: US Election Heightens Pandemic Uncertainty

Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette provide their insights on the upcoming US election as well as the continued impact of the COVID-19 pandemic on investment and economic activity. They also share their views on whether cities will ultimately survive amid the work-from-home movement that could remain a longer-term trend.

Gene Podkaminer, CFA |
PODCAST: Investing in Innovation: Impact of the Coronavirus Crisis
Equity

PODCAST: Investing in Innovation: Impact of the Coronavirus Crisis

Franklin Equity Group’s Matt Moberg explores equity investing in the wake of the coronavirus—with an eye on innovation. In our latest "Talking Markets" podcast, he shares his outlook for the tech and biotech sectors in light of recent market uncertainty.

Matthew J. Moberg |
Quick Thoughts: A New Globalization Emerges
Equity

Quick Thoughts: A New Globalization Emerges

Our Head of Equities Stephen Dover gives his take on the new globalization, how the US Midwest may be the next emerging market, and what he thinks it means for strategic industries and supply chains.

Stephen H. Dover, CFA |
PODCAST: A Different World: Expect Significant Changes Following the Coronavirus Crisis
Fixed Income

PODCAST: A Different World: Expect Significant Changes Following the Coronavirus Crisis

The coronavirus crisis has brought a number of uncertainties, including what will happen in the aftermath. Will economic growth quickly rebound? Will there be lasting societal changes? In our latest “Talking Markets” podcast, Dr. Michael Hasenstab, Chief Investment Officer, Templeton Global Macro, offers his take—and some considerations for investors.

Michael Hasenstab, Ph.D. |
PODCAST: Rescuing the Economy: Impacts of Massive Fiscal and Monetary Stimulus
Fixed Income

PODCAST: Rescuing the Economy: Impacts of Massive Fiscal and Monetary Stimulus

Is history repeating itself or is the coronavirus crisis something completely different? In our latest "Talking Markets" podcast, Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, explains how the current global economic and market environments differ from past crisis periods. She also outlines how she sees different recovery scenarios playing out across the United States and around the world.

Sonal Desai, Ph.D. |
PODCAST: Health Care Sector Innovation and Insight
Equity

PODCAST: Health Care Sector Innovation and Insight

The biopharma industry has the potential to save lives with dramatic breakthroughs in new therapeutic drugs. In our latest “Talking Markets” podcast, our Head of Equities Stephen Dover speaks with analysts Steven Kornfeld and Krzysztof Musialik about health care innovations, particularly in the area of biopharma. They point out that in some cases, emerging markets are actually leading the way.

Stephen H. Dover, CFA |
PODCAST: Engaging a New Generation of Investors
Equity

PODCAST: Engaging a New Generation of Investors

We recognize the financial services sector is in the midst of a digital journey as participants feel the footsteps of big technology platforms encroaching on their space. In many cases, these new entrants see a fundamentally more efficient way of serving customers and extracting value and insights about their customers using digital technologies. Franklin Equity Group's James Cross, along with a panel of three CEOs at other companies, explores appealing to a new generation of customers, with new solutions.

James Cross, CFA |
PODCAST: Unlocking Innovation: Strategies from Silicon Valley CEOs
Perspectives

PODCAST: Unlocking Innovation: Strategies from Silicon Valley CEOs

Most companies want to be innovators in their field, but how does a company foster innovation? In our latest “Talking Markets” podcast, a panel of accomplished Silicon Valley CEOs—including Franklin Templeton’s Greg Johnson—discuss how to drive and nurture a culture of innovation within their employees.

PODCAST: US Housing Market: Are There Cracks in the Foundation?
Fixed Income

PODCAST: US Housing Market: Are There Cracks in the Foundation?

The US housing market is starting to cool off a bit, but the big question is whether there are cracks in its foundation. Paul Varunok, head of Securitized Assets with Franklin Templeton Fixed Income Group, shares his view on our latest Talking Markets podcast. He discusses the state of the US housing market today and why he doesn’t see a repeat of the housing crisis that hit the US market a decade ago. He also shares some thoughts on where he’s finding opportunities as an investor in the space.

Paul W. Varunok |