Beyond Bulls & Bears

Tag: Talking Markets Podcast

PODCAST Anatomy of a Recession Update: What’s different about this cycle?
Alternatives

PODCAST Anatomy of a Recession Update: What’s different about this cycle?

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.

Jeffrey Schulze, CFA |
PODCAST Anatomy of a Recession update: Soft landing chances rise
Equity

PODCAST Anatomy of a Recession update: Soft landing chances rise

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 base case for the US economy.

Jeffrey Schulze, CFA |
PODCAST Anatomy of a Recession Update: New year, new dynamic
Equity

PODCAST Anatomy of a Recession Update: New year, new dynamic

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 have impacted his views on the likelihood of a soft landing.

Jeffrey Schulze, CFA |
PODCAST Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24
Equity

PODCAST Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24

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.

Jeffrey Schulze, CFA |
PODCAST Anatomy of a Recession update: Cracks in the foundation
Equity

PODCAST Anatomy of a Recession update: Cracks in the foundation

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.

Jeffrey Schulze, CFA |
PODCAST Anatomy of a Recession update: The dominoes are falling
Equity

PODCAST Anatomy of a Recession update: The dominoes are falling

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 first quarter earnings. In addition: the debt ceiling and perspective on the latest Fed meeting.

Jeffrey Schulze, CFA |
PODCAST Anatomy of a Recession: Economic reacceleration in perspective
Equity

PODCAST Anatomy of a Recession: Economic reacceleration in perspective

It shouldn't be a surprise that the US economy is seeing some latent economic strength at this point, says Jeff Schulze of ClearBridge Investments. Learn why in this Anatomy of a Recession update.

Jeffrey Schulze, CFA |
Anatomy of a Recession: The Fed’s job problem
Equity

Anatomy of a Recession: The Fed’s job problem

A review of the US economy with focus on the Federal Reserve (Fed), labor and housing with Jeff Schulze, investment strategist at ClearBridge Investments.

Jeffrey Schulze, CFA |
PODCAST Anatomy of a Recession: The long view for a new year
Equity

PODCAST Anatomy of a Recession: The long view for a new year

In our latest "Talking Markets" podcast, 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.

Jeffrey Schulze, CFA |
PODCAST: Anatomy of a recession—Focusing on the Fed
Equity

PODCAST: Anatomy of a recession—Focusing on the Fed

In our latest "Talking Markets" podcast, Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of their "Anatomy of a Recession" program, speaks about how the Federal Reserve’s latest moves are impacting the odds of a recession in the United States. Plus, what it would take for the Fed to reverse course and make a dovish pivot, and how much a recession is already baked into the markets.

Jeffrey Schulze, CFA |
PODCAST: Investing in innovation–impacts of market volatility and shocks
Equity

PODCAST: Investing in innovation–impacts of market volatility and shocks

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.

Matthew J. Moberg |
PODCAST: Increasing yields, strategy shifts for income investors
Multi-Asset

PODCAST: Increasing yields, strategy shifts for income investors

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. 

Edward D. Perks, CFA |