הפודקאסטים הטובים ביותר ב-Templeton (2023)

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Investing the Templeton Way

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Chris Davis: Value Investing and a Legacy of Stewardship 1:12:50

12d ago1:12:50

1:12:50

As we witness the markets move through another liquidity cycle and note the usual uptick in apparent financial frauds, it is important to revisit the primary role of a well-functioning asset manager or financial advisor, which is that of a financial steward. Financial stewards can often be identified by their well-reasoned, and often sophisticated …

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Talking Markets with Franklin Templeton Investments

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

15d 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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Talking Markets with Franklin Templeton Investments

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

20d 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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Investing the Templeton Way

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Starting early: Investment lessons with Monsoon Pabrai 53:49

26d ago53:49

53:49

Monsoon Pabrai has the distinction of being the second female and youngest guest I have had on the podcast. Monsoon brings a unique perspective on investing from having grown up in the industry, and she joins us to share how she is making her own way and the impact her father has had on her investing style. Monsoon is the Managing Partner and Portf…

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Investing the Templeton Way

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Jeff Stacey on Drums, Stocks, and Event-Driven Investments 53:51

2M ago53:51

53:51

I’m excited to sit down with Jeff Stacey on today’s episode of the podcast. As the founder of Stacey Muirhead Capital Management, Jeff brings decades of experience to our conversation. He discusses his criteria for long-term investment opportunities, his experience at annual meetings, the benefits and drawbacks of event-driven investments, and more…

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Talking Markets with Franklin Templeton Investments

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

2M 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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Investing the Templeton Way

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Perth Tolle on Freedom-Weighted Emerging Markets 43:54

2M ago43:54

43:54

Do you want to invest based on your values? Today on Investing the Templeton Way, my guest Perth Tolle explains freedom weighting. Perth founded the Life + Liberty Indexes and created the Freedom 100 Emerging Markets ETF (ticker FRDM). She explains the metrics used to classify some emerging markets as freer than others, and the correlation between …

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Talking Markets with Franklin Templeton Investments

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

3M 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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Investing the Templeton Way

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Robert Hagstrom on The Money Mind 57:14

3M ago57:14

57:14

In today’s episode, Robert Hagstrom joins us to share about his journey to investing and how Warren Buffett completely changed his outlook on investing. Listen in as he shares the inspiration behind a few of his books, the success and failure of his writing, and how he is approaching investing now. Investing the Templeton Way with Lauren Templeton …

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Talking Markets with Franklin Templeton Investments

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

4M 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 the Templeton Way

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8: Bob Robotti on Revenge of the Stock Picker 53:46

4M ago53:46

53:46

I sat down with my friend Robert “Bob” Robotti, the president and chief investment officer of Robotti and Company. Bob is an expert in special situations, the energy industry, and home building. In this episode, he shares about what he’s learned throughout his career, what he sees for the future, and advice for new investors. Investing the Templeto…

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Investing the Templeton Way

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7: Vitaliy Katsenelson on Soul in the Game 1:09:21

4M ago1:09:21

1:09:21

Do you have “Soul in the Game”? Whether you’re looking at your profession, your hobby, or your impact, is your soul in it? In today’s episode, Vitaliy Katsenelson joins us to share exactly what it means to have soul in the game and how this phrase became the title of his book. Listen in as we discuss family, stoicism, and decision fatigue as he sha…

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Investing the Templeton Way

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6: Mohnish Pabrai on Raising Daughters, Finding His Way, and Lunch with Warren Buffett 57:21

5M ago57:21

57:21

Have you ever wondered what happens at the annual Warren Buffett lunch that's auctioned off each year? Mohnish Pabrai joins us to share what it was like to take his daughters to that lunch in today's episode! Mohnish Pabrai is the founder and Managing Partner of the Pabrai Investments Funds, the founder and CEO of Dhandho Funds. Listen in as he sha…

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Talking Markets with Franklin Templeton Investments

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

5M 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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Investing the Templeton Way

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Introducing Investing the Templeton Way (previously Zenvesting Podcast) 0:35

6M ago0:35

0:35

Welcome to Investing the Templeton Way, previously known as Zenvesting. I've taken the opportunity to update the podcast with a rebrand to be more consistent with my work and my book, Investing the Templeton Way. Make sure you hit the subscribe button on your favorite podcast player to get notified with each new episode!…

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Talking Markets with Franklin Templeton Investments

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Increasing Yields: Strategy Shifts for Income Investors 18:31

6M 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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Talking Markets with Franklin Templeton Investments

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

7M 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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Talking Markets with Franklin Templeton Investments

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Looking Beneath the Surface of Monetary Policy Tightening 35:59

7M 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…

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Talking Markets with Franklin Templeton Investments

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Making the Case for Municipal Bonds Despite Recent Volatility 22:29

8M ago22:29

22:29

While inflation and rising interest rates are putting pressure on the municipal bond market, the environment for investors seeking income and other benefits from munis may be setting up well for the second half of the year and beyond. Talking about it all is Ben Barber, Director of Municipal Bonds with Franklin Templeton Fixed Income, and Josh Grec…

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Talking Markets with Franklin Templeton Investments

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Making Sense of the Recent Market Selloffs 16:04

9M ago16:04

16:04

Putting the selloff in equity markets in perspective. Why the pendulum has shifted so strongly negative, and is there any bottom in sight? Plus, where investors looking for diversification could go, beyond equities and fixed income. And, a cautionary tale about cryptocurrencies. Talking about it all is our Wylie Tollette and Stephen Dover.…

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Talking Markets with Franklin Templeton Investments

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Anatomy of a Recession: Why a US Recession is Unlikely Near Term 16:08

10M ago16:08

16:08

Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of ClearBridge’s Anatomy of a Recession program, provides his views on why growing fears of a US recession may be overblown, at least near-term.

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Investing the Templeton Way

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5: Scott Phillips on Buy Right and Sit Tight 58:52

10M ago58:52

58:52

Buy right, sit tight!על ידי Lauren Templeton

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Talking Markets with Franklin Templeton Investments

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Uncertainty Leads to Caution: Adjusting Investment Strategies While Taking Down Risk 29:38

10M ago29:38

29:38

With uncertainty mounting on many fronts globally, we hear how investment strategies are changing with a focus on taking risk down, while still identifying investment opportunities. Our Head of the Franklin Templeton Institute, Stephen Dover, talks about it all with Gene Podkaminer, Head of Research for Franklin Templeton Investment Solutions, Fran…

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Investing the Templeton Way

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4: Guy Spier on The Education of a Value Investor 1:10:49

10M ago1:10:49

1:10:49

Guy Spier: The Education of a Value Investorעל ידי Lauren Templeton

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Talking Markets with Franklin Templeton Investments

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Are Central Banks Too Late to Tackle Inflation? 27:21

10M ago27:21

27:21

Can the Fed play catch-up and reverse rising inflation in the United States? Or, could growth actually slow on its own, so less action is needed? Plus, an inversion in the US Treasury yield curve usually is a recession warning, but hear why that may not be the case, at least for this year. Sonal Desai, Chief Investment Officer of Franklin Templeton…

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Talking Markets with Franklin Templeton Investments

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Oil’s Wild Ride: Have Prices Peaked? 17:38

11M ago17:38

17:38

The wild ride up and back down for oil prices. Have oil prices peaked, along with gasoline? Or, will we see further rises in oil and prices at the pump? Plus, what’s being done to ramp up oil production globally. And, how many different grades of oil around the world make the situation even more challenging. Stephen Dover, Head of the Franklin Temp…

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Talking Markets with Franklin Templeton Investments

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Global Economic and Market Impacts of Russia’s Invasion of Ukraine 29:17

11M ago29:17

29:17

Russia’s invasion of Ukraine has led to a humanitarian crisis and new geopolitical concerns, while also affecting global economies and capital markets around the world. Talking about it all with our Stephen Dover is Kim Catechis from the Franklin Templeton Investment Institute; Andreas Billmeier, European Economist with Western Asset, Scott Glasser…

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Talking Markets with Franklin Templeton Investments

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Fixed Income - What the Curve is Saying 23:35

11M ago23:35

23:35

With higher rates appearing inevitable, fixed income investors must weigh a range of maturities, sectors and credit quality along the yield curve, including low duration strategies less exposed to rate hikes. Plus, how inflation and policy decisions fit into the equation. And, where there could be opportunity at the shorter end of the yield curve. …

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Talking Markets with Franklin Templeton Investments

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Market Volatility: Will it Last? 28:41

12M ago28:41

28:41

Volatility dominated equity and fixed income markets to start 2022. What’s behind it and how long will it last? Plus, a look at investment opportunities that could arise in this environment. Putting it all in perspective with our Stephen Dover is Mark Lindbloom of Western Asset and Scott Glasser of ClearBridge Investments.…

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Talking Markets with Franklin Templeton Investments

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Inflation: A Passing Phase or Major Threat 29:21

1y ago29:21

29:21

Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, and John Bellows, Portfolio Manager, Western Asset join the Head of the Franklin Templeton Investment Institute, Stephen Dover to debate whether inflation is a passing phase or a longer-term threat. Plus, how inflation outlooks could lead to opportunities for fixed income inves…

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Investing the Templeton Way

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3: Dato Dr. Kim Tan on Malaysia, Social Venture Impact Investing, Legacy. 49:53

1y ago49:53

49:53

Lauren Templeton and Dato Dr. Kim Tan discuss Malaysia, Social Venture Impact Investing, & leaving a legacy.על ידי Lauren Templeton

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Investing the Templeton Way

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2: Amit Wadhwaney on Value in Emerging Markets 1:00:41

1y ago1:00:41

1:00:41

Amit Wadhwaney is the Co-Founder and Portfolio Manager at Moerus Capital. He shares is valuable insights in this discussion about value in emerging markets.על ידי Lauren Templeton

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Talking Markets with Franklin Templeton Investments

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Anatomy of a Recession: Changing Conditions but US Economy Remains Strong 14:22

1y ago14:22

14:22

Jeff Schulze, Investment Strategist at ClearBridge Investments, provides his latest look at the health of the US economy. We hear about the number one factor driving consumer sentiment down to recessionary levels, three reasons why inflation may not last long term, and what may lie ahead after the Federal Reserve begins to taper and raise interest …

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Investing the Templeton Way

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1: Jim Rogers on China, Commodities, and Bubbles 32:58

1y ago32:58

32:58

Investor and author Jim Rogers talks with Lauren about his opinions on China, commodities, and bubbles. Investing is inherently risky, you can lose a lot of money. Past performance is not indicative of future performance. Nothing in this podcast should be construed as a recommendation to buy or sell any particular security; or invest in any particu…

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Investing the Templeton Way

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Zenvesting Podcast Trailer 1:41

1y ago1:41

1:41

The Zenvesting Podcast with Lauren Templeton explores the world’s most intriguing investment topics from global markets to mastering our own minds. Gather investment wisdom and educate yourself as you listen to interviews with exclusive investment managers, corporate executives, and entrepreneurs on a wide range of engaging topics.…

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Talking Markets with Franklin Templeton Investments

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A Tale of Two Real Estate Markets: US and China 18:07

1y ago18:07

18:07

Tracy Chen, Portfolio Manager with Brandywine Global, and Tim Wang, Head of Investment Research for Clarion Partners, join Head of the Franklin Templeton Investment Institute, Stephen Dover, to take a closer look at how the pandemic has had a major impact on real estate markets, and what it could mean for real estate investors in the US and China.…

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Talking Markets with Franklin Templeton Investments

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Positioning for 2022: Tracking Inflation, Rates, Growth & Valuations 22:57

1y ago22:57

22:57

Ed Perks, CIO of Franklin Templeton Investment Solutions and Gene Podkaminer, Head of Research for Franklin Templeton Investment Solutions, discuss with Stephen Dover, head of the Franklin Templeton Investment Institute, cross-asset class allocation views and implementation ideas for 2022, considering growth, inflation, rates, and valuation.…

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Talking Markets with Franklin Templeton Investments

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High Time for High Yield? 16:56

1y ago16:56

16:56

Bill Zox and John McClain, portfolio managers with Brandywine Global, join Amer Hasan to discuss how current market and economic conditions could benefit high yield investors, the opportunities and risks right now, and why the asset class is often overlooked or misunderstood.

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Talking Markets with Franklin Templeton Investments

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Global Macro Views: Mounting Economic and Investment Variables 28:47

1y ago28:47

28:47

Templeton Global Macro CIO Michael Hasenstab and Director of Global Macro Research for Brandywine, Francis Scotland, speak with our Stephen Dover about the direction of China, variables that could determine whether labor and inflation concerns will last more long-term, what may be driving energy prices up, beyond just supply and demand, and views o…

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Talking Markets with Franklin Templeton Investments

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Debating the Next Moves for Inflation, Growth and Rates 35:07

1+ y ago35:07

35:07

Sonal Desai, CIO, Franklin Templeton Fixed Income; John Bellows, PM, Western Asset; and Gene Podkaminer, Head of Research, Franklin Templeton Investment Solutions, join the head of the Franklin Templeton Investment Institute, Stephen Dover to debate the next moves for inflation, growth and rates, and the challenge of positioning portfolios for a va…

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Talking Markets with Franklin Templeton Investments

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Anatomy of A Recession: Looking Ahead To 2022 18:14

1+ y ago18:14

18:14

Hear from Jeff Schulze, Investment Strategist at ClearBridge Investments about the Federal Reserve’s timetable for tightening, slow growth, the COVID-19 Delta variant, and the resilience of the US consumer. He explains how all of these variants are factored into determining the risk of recession along with the investment implications.…

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Talking Markets with Franklin Templeton Investments

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Potential Longer-Term Effects of Current Economic & Investment Challenges 29:37

1+ y ago29:37

29:37

Franklin Templeton’s Sonal Desai, Martin Currie’s Alastair Reynolds, and ClearBridge’s Pawel Wroblewski join our Kim Catechis to assess the possible investment impacts of major global challenges, including the ongoing pandemic, growing income inequality and climate change.

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Talking Markets with Franklin Templeton Investments

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Undiversified: The Big Gender Short in Investment Management 14:25

1+ y ago14:25

14:25

Katrina Dudley, Portfolio Manager with Franklin Mutual Series and author of the book “Undiversified – The Big Gender Short in Investment Management,” joins Franklin Templeton Chief Market Strategist Stephen Dover to talk about why so many investment teams are lacking gender diversity and what has to happen to close the gender gap in investment, fin…

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Talking Markets with Franklin Templeton Investments

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Trends Driving Advisors to Future-Proof Their Business 18:57

1+ y ago18:57

18:57

Our Stephen Dover, Yaqub Ahmed and Adam Petryk welcome Advisor Engine’s Chief Operating Officer, Craig Ramsey, to discuss three major trends leading to big changes for wealth management businesses. Plus, how financial advisors can use data and technology to create personalized, goals-based solutions, while also being efficient with their time and h…

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Talking Markets with Franklin Templeton Investments

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Renewed Attention on European Equities Amidst Recovery 12:16

1+ y ago12:16

12:16

Franklin Mutual Series’ Katrina Dudley and Manda Hormozi discuss why Europe may be primed for strong economic growth sooner rather than later, and the types of companies that are getting the attention of some investment managers right now.

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Talking Markets with Franklin Templeton Investments

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Economic Recovery and the Inflation Debate in Emerging Markets 29:58

1+ y ago29:58

29:58

Our Stephen Dover speaks with Martin Currie’s Alastair Reynolds and Franklin Templeton’s Andrew Ness on why emerging markets are likely to remain resilient, despite near-term challenges resulting from the COVID-19 Delta variant. Plus, where the biggest growth opportunities may be in China despite the government’s recent actions, and thoughts on the…

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Talking Markets with Franklin Templeton Investments

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Anatomy of a Recession: Plateauing But Strong Economic Activity 15:41

1+ y ago15:41

15:41

While GDP and earnings growth remain strong, we hear from Jeff Schulze, Investment Strategist at ClearBridge Investments about three potential economic and market risks for the second half of the years. Plus, if a near-term equity market pullback occurs, learn why it may be a buying opportunity.

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Talking Markets with Franklin Templeton Investments

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Cryptocurrency, Blockchain, and Digital Assets: Love ‘em, Hate ‘em, but don’t Ignore ‘em 23:04

1+ y ago23:04

23:04

Franklin Templeton Chief Market Strategist, Stephen Dover, and our Anthony Hardy and Christophe Vande Walle explore blockchain and digital assets through an equity investor lens. They discuss the growing implications of this sector and why investors & asset managers shouldn’t ignore it any longer.

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Talking Markets with Franklin Templeton Investments

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Inflation, Interest Rates and the Search for Income 31:42

1+ y ago31:42

31:42

Franklin Templeton’s Ed Perks, Western Asset’s Mark Lindbloom, and Clarion Partners’ Onay Payne join our Stephen Dover to discuss how despite the low-rate environment, they are looking for income opportunities within equities, fixed income and even real estate. Plus, how inflation concerns fit into income strategies.…

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Talking Markets with Franklin Templeton Investments

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Consumer Clout Driving ESG Efforts 27:45

1+ y ago27:45

27:45

Our Sara Araghi, Zehrid Osmani with Martin Currie, Bonnie Wongtrakool with Western Asset, speak with Franklin Templeton Chief Market Strategist Stephen Dover about how consumers are more in control than ever before, putting companies and brands under the microscope when it comes to environmental, social and governance factors—and, what it all means…

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