The Talking Markets Podcast with Franklin Templeton explores perspectives and insights from our investment leaders. Tune in as we provide regular updates on developments shaping markets, industries and investment opportunities.
September 17, 2026
Equity market leadership is shifting. In the latest episode of Talking Markets, host John Przygocki sits down with Chris Galipeau, Head Market Strategist at the Franklin Templeton Institute, to unpack how it happened—and what comes next.
August 14, 2026
In this latest Talking Markets podcast, 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.
July 21, 2026
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.
July 13, 2026
In this latest Talking Markets podcast, 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%.
June 15, 2026
Jeff Schulze of ClearBridge Investments joins host John Przygocki to discuss US economic resilience amid Middle East energy disruptions. With 11 of 12 of his Recession Risk Dashboard indicators now green, Schulze highlights a strong labor market, durable consumer spending, and a CapEx cycle broadening that extends well beyond AI. He views the economy as mid-cycle, remains constructive on US equities, and sees compelling opportunity in emerging markets.
May 31, 2026
On this month’s Talking Markets podcast, Jeff Schulze of ClearBridge Investments joins host John Przygocki to assess the health of the US economy. He points to a resilient Q1 GDP reading, strong jobs data and earnings growth in estimating a 30% recession probability. He cites the Jevons paradox to explain why he doesn’t fear an AI “job apocalypse.” And he remains bullish on US equities despite Middle East uncertainty and inflation worries.
April 14, 2026
On this month’s Talking Markets podcast, Jeff Schulze of ClearBridge Investments joins host John Przygocki to assess recession risks, energy price shocks, market volatility, and investor concerns from AI and labor trends to private credit and market concentration. Schulze also explains why the current “wall of worry” can actually create long-term equity opportunities.
April 2, 2026
On this month's Talking Markets podcast, Brian Freiwald of Putnam Investments joins us to discuss the nature of emerging markets and how their behavior differs from the US equity market. He offers his views on the reasons to allocate to emerging markets, including insights on specific companies and the broader opportunity across emerging markets today.
March 12, 2026
On this month’s Talking Markets podcast, our host, John Przygocki, sits down with ClearBridge Investments’ Jeff Schulze to assess the US economic outlook, evolving recession risks, and the market implications of escalating geopolitical tensions. The conversation spans inflation dynamics, the potential impact of oil price increases and Fed policy expectations, while also exploring AI disruption and providing an update on US equity markets.
February 25, 2026
We sit down with guests Rick Polsinello from the Franklin Templeton Institute and Ben Barber of Franklin Templeton Fixed Income to discuss the US economy and the municipal bond market in 2026. They cover why they view the economy as resilient, some key investment themes for the year, and the growing opportunity within municipal bonds.
