הפודקאסטים הטובים ביותר ב-Templeton (2024)

1
Anatomy of a Recession Update: What's different about this cycle? 23:36

9d 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.…

1
Anatomy of a Recession Update: Soft landing chances rise 26:14

1M 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…

1
Anatomy of a Recession update: Changes in our dashboard 21:59

2M 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.

1
Anatomy of a Recession Update: New Year, New Dynamic 23:38

3M 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.

1
Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24 18:41

4M 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.

1
When Wounds Won't Heal - Episode 2 44:10

5M ago44:10

44:10

Have you ever been hurt by someone...and it still bothers you and you can't seem to let it go? When Wounds Won't Heal episode 1 & 2 New Podcast Series by Michael Templeton Some say "time heals all wounds" ...and it doesn't! We just end up doing more time! Former pastor and present day Bible teacher. God shows us how to be healed from injuries and o…

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

5M 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.

1
When Wounds Won't Heal - episode 1 39:42

6M ago39:42

39:42

Have you ever been hurt by someone...and it still bothers you and you can't seem to let it go? When Wounds Won't Heal episode 1 & 2 New Podcast Series by Michael Templeton Some say "time heals all wounds" ...and it doesn't! We just end up doing more time! Former pastor and present day Bible teacher. God shows us how to be healed from injuries and o…

1
Quantamental Investing & Emerging Markets with Jason Hsu 55:20

6M ago55:20

55:20

Jason Hsu is the founder and chairman of Rayliant Global Advisors. Throughout his accomplished career, Jason’s commitment to academic rigor and investor advocacy have led him to research, develop, and bring to market investment strategies that create significant value for investors. At Rayliant, Jason is continuing that commitment by educating inve…

1
Anatomy of a Recession Update: Threats to a Soft Landing 22:37

6M 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.

1
Investing in Insurance Companies: Dynamic Compounding Opportunities with Nick Martin 1:08:36

7M ago1:08:36

1:08:36

Investing in the insurance landscape presents a stable backdrop of growth through the management of risks in a rapidly changing world. The insurance industry serves as a vital safety net for individuals, businesses, and society, offering financial protection against unforeseen events. At the same time, today’s changing world also exposes insurance …

1
Anatomy of a Recession Update: What Is a Recession, Exactly? 19:29

7M 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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Rising Star: Ben Watsa's Views on India, Fairfax & Beyond 1:14:54

7M ago1:14:54

1:14:54

In today's rapidly changing investment landscape, the expectations placed on corporations include a call for greater responsibility and transparency. Companies that focus on long-term value creation for their shareholders must prioritize financial stability, transparency, decentralized collaboration, and a culture of open communication. In doing so…

1
Anatomy of a Recession Update: Cracks in the Foundation 24:18

8M 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.

1
Crisis Investing: Investing Through a Global Pandemic 1:08:28

9M ago1:08:28

1:08:28

In this episode, we are joined by Bogumil Baranowski to talk about stock investing, managing generational wealth, his investment philosophy, ways to become a better investor, and how to change your environment and think differently as an investor. Bogumil is a founding partner of Sicart Associates LLC, a boutique investment firm catering to familie…

1
Anatomy of a Recession Update: Gradually, Then Suddenly 28:34

9M 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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The Power of Shareholder Letters: Insights into Corporate Governance with Lawrence Cunningham 1:16:52

10M ago1:16:52

1:16:52

The shrinking cohort of quality shareholders and rising number of transient shareholders lacking an understanding of corporate governance has led to a rise in cookie-cutter corporate governance practices. When transient shareholders view stocks as mere pieces of paper for trading, long-term factors of value creation and corporate governance are mor…

1
The Known Unknowns: Using the spectrum of intelligence in investing and life with Christopher Begg 1:13:07

10M ago1:13:07

1:13:07

Blending Imagination with Expertise to Nurture your Investment Acumen with Christopher Begg To truly thrive in investing, nurturing the right side of your brain and strengthening your investment acumen is critical. By cultivating and harnessing your creative edge, you can unlock the ability to see the bigger picture and make informed investment dec…

1
Anatomy of a Recession Update: US Labor Market Cracks Emerging? 22:05

11M 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.

1
Timeless Thoughts on Life & Investing with Arnold Van Den Berg 1:24:41

11M ago1:24:41

1:24:41

In an environment where the dollar's value is volatile and inflation is on the rise, investors face challenges but should stay vigilant in their search for opportunities. History has shown that equities remain a durable long-term strategy given their ability to grow their earnings and cash flows over time. Investors willing to search more broadly i…

1
Anatomy of a Recession Update: The Dominoes Are Falling 23:43

12M 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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Global Investing Strategies for Uncertain times with Matthew McLennan 54:42

12M ago54:42

54:42

Managing Risk in a Volatile Market with Matthew McLennan's Approach The investment landscape has evolved significantly over the years, and with the uncertainty in the market, it is essential to adapt strategies accordingly to stay ahead of the game. As an investor, you must be open to new opportunities and practice intellectual humility, patience, …

1
Ryan Myers on Quantitative Investing 1:01:49

1y ago1:01:49

1:01:49

Fundamental and Quantitative Research Strategies for Investing with Ryan Myers One of the benefits to investing is the range of research driven approaches that investors can employ towards making their investment decisions. After careful study and practice, investors often choose between or may even blend fundamental and quantitative strategies. Bo…

1
Anatomy of a Recession: The Lagged Effects of Rate Hikes Have Started 20:41

1y 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?

1
William Green on Richer, Wiser, Happier 1:21:35

1y ago1:21:35

1:21:35

The investing industry has been fortunate to have a variety of role models and mentors who have modeled success in all of its forms. Through his book, Richer, Wiser, Happier, William Green discusses some of the world's most successful investors and what qualities and insights enable them to achieve enduring success. In today’s episode, we touch on …

1
The Magic of Compounding 25:53

1y ago25:53

25:53

My father taught me about investing from a very young age so that I could understand and participate in the magic of compounding. In today’s episode, I am sharing how we can teach our kids and the next generation about finance by exposing them to the subject and getting them started early. Listen in as I share some of my own childhood stories, the …

1
Anatomy of a Recession: Economic Reacceleration in Perspective 20:27

1y 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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Dr. Aswath Damodaran on Valuation and the Path Towards Investment Wisdom 1:03:17

1y ago1:03:17

1:03:17

Are you interested in learning more about value investing in the current state of the market? Today I am joined by my co-host Scott Phillips, along with our guest, Dr. Aswath Damodaran. Dr. Damodaran is known as “The Dean of Valuation '' for his teachings on the subject. He is a professor of finance at the Stern School of Business at NYU and offers…

1
Rob Arnott on The Current State of Inflation & Fed Policy 56:45

1y ago56:45

56:45

Inflation is a popular topic these days, and today’s guest offers a unique perspective. Rob Arnott joins us to discuss how inflation calculations have changed over the last few decades, current inflation trends, Fed policy, his Fundamental Index™ approach, and more. Investing the Templeton Way with Lauren Templeton is a podcast that explores the wo…

1
Anatomy of a Recession: The Fed’s Job Problem 19:50

1y 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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Dr. George Athanassakos on Value Investing: From Theory to Practice 1:03:37

1y ago1:03:37

1:03:37

I am excited to have Dr. George Athanassakos on the podcast to talk about his new book, Value Investing: From Theory to Practice. In this episode, Dr. Athanassakos discusses his thoughts on investing in Greece, why he thinks we are in a golden age for value investors, and his five questions to determine if you are a value investor. Investing the Te…

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

1y 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 …

1
US Financial Services Policies Shift to Rules, Regulations, and Executive Actions 21:52

1+ y 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

1+ y 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.

1
Starting early: Investment lessons with Monsoon Pabrai 53:49

1+ y 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…

1
Jeff Stacey on Drums, Stocks, and Event-Driven Investments 53:51

1+ y 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…

1
Anatomy of a Recession: Interpreting Mixed Economic Signals 17:26

1+ y 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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Perth Tolle on Freedom-Weighted Emerging Markets 43:54

1+ y 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 …

1
Anatomy of a Recession: Remain Patient Amid Market Gyrations 13:32

1+ y 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.

1
Robert Hagstrom on The Money Mind 57:14

1+ y 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 …

1
Anatomy of a Recession: Focusing on the Fed 17:31

1+ y 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…

1
8: Bob Robotti on Revenge of the Stock Picker 53:46

1+ y 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…

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

1+ y 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…

1
6: Mohnish Pabrai on Raising Daughters, Finding His Way, and Lunch with Warren Buffett 57:21

1+ y 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…

1
Investing in Innovation: Impacts of Market Volatility and Shocks 22:47

1+ 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.…

1
Introducing Investing the Templeton Way (previously Zenvesting Podcast) 0:35

1+ y 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! The information presented i…

1
Increasing Yields: Strategy Shifts for Income Investors 18:31

1+ 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.…

1
Anatomy of a Recession: Deteriorating Economic Conditions with Continuing Bear Market 12:44

2y 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…

1
Looking Beneath the Surface of Monetary Policy Tightening 35:59

2y 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…

1
Making the Case for Municipal Bonds Despite Recent Volatility 22:29

2y 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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