# clearbridge (audio feeds) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover clearbridge. Page: Feed: --- ## [Anatomy of a Recession: Are Current Strong Earnings a Bubble?](https://franklintempletontalkingmarkets.libsyn.com/anatomy-of-a-recession-are-current-strong-earnings-a-bubble) _2026-08-13 · Talking Markets with Franklin Templeton_ 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. He goes on to discuss stronger-than-expected earnings, the AI capex surge, a genuine industrial cycle, and what a new Fed Chair means for markets. [Listen](https://traffic.libsyn.com/secure/franklintempletontalkingmarkets/FT_Podcast_AOR_August_2026_v4.mp3?dest-id=584964) ## [Still Early Innings for Artificial Intelligence](https://franklintempletontalkingmarkets.libsyn.com/still-early-innings-for-artificial-intelligence) _2026-07-21 · Talking Markets with Franklin Templeton_ Description (used on blogs & websites): 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. What's driving the urgency behind… [Listen](https://traffic.libsyn.com/secure/franklintempletontalkingmarkets/FY26-1516_FT_TalkingMarketsPodcast_DeepInsightsonAIfromProfessionalInvestors_Putnam_0726.mp3?dest-id=584964) ## [Anatomy of a Recession: Two Macro Economic Risks Fading](https://franklintempletontalkingmarkets.libsyn.com/anatomy-of-a-recession-two-macro-economic-risks-fading) _2026-07-13 · Talking Markets with Franklin Templeton_ 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%. Touching on the potential inflation implications of June's jobs report and falling oil prices, Schulze also examines shifting stock-bond correlations and argues that current S&P 500 valuations, while… [Listen](https://traffic.libsyn.com/secure/franklintempletontalkingmarkets/FT_Podcast_AOR_July2026_v5.mp3?dest-id=584964) ## [Tailwinds Forming for Health Care](https://soundcloud.com/clearbridge/tailwinds-forming-for-health) _2026-07-13 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Analysts Marshall Gordon, Brittany Henderson and Nick Wu share their top picks in the biopharmaceutical, contract research organization and life science tools markets as biopharma funding shows improvement. [Listen](https://feeds.soundcloud.com/stream/2359689977-clearbridge-tailwinds-forming-for-health.mp3) ## [Emerging Markets, AI and the Future of Sustainable Investing](https://soundcloud.com/clearbridge/emerging-markets-ai-and-the) _2026-06-29 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ What do emerging markets and AI reveal about the future of sustainable investing? In this episode, Robin Freeman speaks with Tom Mao and Aimee Truesdale about how investors are navigating uneven ESG disclosure, data center power and water demands, AI’s impact on labor, and the growing role of emerging market companies in sustainability solutions — from digital inclusion and grid resilience to… [Listen](https://feeds.soundcloud.com/stream/2349989660-clearbridge-emerging-markets-ai-and-the.mp3) ## [Anatomy of a Recession Update: Resilience](https://franklintempletontalkingmarkets.libsyn.com/anatomy-of-a-recession-update-resilience) _2026-06-15 · Talking Markets with Franklin Templeton_ 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… [Listen](https://traffic.libsyn.com/secure/franklintempletontalkingmarkets/FT_Podcast_AOR_June2026_Final_1.mp3?dest-id=584964) ## [Midyear Outlook: What Wall of Worry?](https://soundcloud.com/clearbridge/midyear-outlook-what-wall-of) _2026-06-11 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Jeff Schulze and Josh Jamner take a deep dive on the U.S. economy and stock market as well as the upcoming spate of mega cap IPOs, offering a bullish view for the second half of 2026, with a strengthening labor market, improving industrial activity and robust earnings offsetting an energy shock and a hawkish Fed. [Listen](https://feeds.soundcloud.com/stream/2337363536-clearbridge-midyear-outlook-what-wall-of.mp3) ## [Anatomy of a Recession Update: Jevons paradox predicts no AI "job apocalypse"](https://franklintempletontalkingmarkets.libsyn.com/anatomy-of-a-recession-update-jevons-paradox-predicts-no-ai-job-apocalypse) _2026-05-28 · Talking Markets with Franklin Templeton_ 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… [Listen](https://traffic.libsyn.com/secure/franklintempletontalkingmarkets/FT_US_Podcast_AOR_May_2026_v3.mp3?dest-id=584964) ## [Mike Clarfeld Talks Dividends and Hard Assets on WealthTrack](https://soundcloud.com/clearbridge/michael-clarfeld_podcast_v4_wealthtrack_20260409-1) _2026-05-15 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Mike Clarfeld Talks Dividends and Hard Assets on WealthTrack by ClearBridge Investments [Listen](https://feeds.soundcloud.com/stream/2321319587-clearbridge-michael-clarfeld_podcast_v4_wealthtrack_20260409-1.mp3) ## [Small caps deserve a closer look](https://franklintempletontalkingmarkets.libsyn.com/small-caps-deserve-a-closer-look) _2026-05-14 · Talking Markets with Franklin Templeton_ In this episode of Talking Markets , Franklin Templeton Institute's Chris Galipeau and Royce's Frank Gannon examine the current opportunity in small cap equities. Against a resilient US economic backdrop, they highlight the recent outperformance of small cap equities driven by accelerating earnings growth, attractive valuations, and secular tailwinds such as reshoring, deregulation, and AI… [Listen](https://traffic.libsyn.com/secure/franklintempletontalkingmarkets/FTPodcast_Small_Cap_Equities_with_compliance.mp3?dest-id=584964) ## [Open directory of blogs for agents (Sponsored)](https://crawlproof.com/a/F4QWkvJV8LcA) _2026-05-14 · **Sponsored**_ Submit URLs or OPML; receive feed pages with summaries, plus JSON/OPML/plain text ## [Anatomy of a Recession Update: Conflict, volatility and opportunity](https://franklintempletontalkingmarkets.libsyn.com/anatomy-of-a-recession-update-conflict-volatility-and-opportunity) _2026-04-14 · Talking Markets with Franklin Templeton_ 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. [Listen](https://traffic.libsyn.com/secure/franklintempletontalkingmarkets/FT_Podcast_AOR_April_2026_v4.mp3?dest-id=584964) ## [The opportunity in emerging markets today](https://franklintempletontalkingmarkets.libsyn.com/the-opportunity-in-emerging-markets-today) _2026-04-01 · Talking Markets with Franklin Templeton_ 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. [Listen](https://traffic.libsyn.com/secure/franklintempletontalkingmarkets/FT_Podcast_EMEquities_v6.mp3?dest-id=584964) ## [Navigating a War Torn Global Energy Market](https://soundcloud.com/clearbridge/navigating-a-war-torn-global) _2026-03-20 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Energy analyst Adam Meyers compares the current Iran conflict with past Persian Gulf oil shocks, highlighting the likely role of U.S. oil and LNG producers going forward. [Listen](https://feeds.soundcloud.com/stream/2287653050-clearbridge-navigating-a-war-torn-global.mp3) ## [Anatomy of a Recession Update: Geopolitical conflict and the US economy](https://franklintempletontalkingmarkets.libsyn.com/anatomy-of-a-recession-update-geopolitical-conflict-and-the-us-economy) _2026-03-12 · Talking Markets with Franklin Templeton_ 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… [Listen](https://traffic.libsyn.com/secure/franklintempletontalkingmarkets/FT_Podcast_AOR_March2026_v4.mp3?dest-id=584964) ## [Embracing the Semiconductor Super Cycle](https://soundcloud.com/clearbridge/embracing-the-semiconductor) _2026-02-26 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Technology analyst Dalya Hahn provides an overview of the semiconductor industry and where she sees AI and supply driven stock opportunities. [Listen](https://feeds.soundcloud.com/stream/2273903792-clearbridge-embracing-the-semiconductor.mp3) ## [The Opportunity in Municipal Bonds in 2026](https://franklintempletontalkingmarkets.libsyn.com/the-opportunity-in-municipal-bonds-in-2026) _2026-02-25 · Talking Markets with Franklin Templeton_ 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. [Listen](https://traffic.libsyn.com/secure/franklintempletontalkingmarkets/FT_Podcast_MuniBonds_v3.mp3?dest-id=584964) ## [ClearBridge Outlook 2026: Is Bull Market Just Hitting its Stride](https://soundcloud.com/clearbridge/clearbridge-outlook-2026-is-bull-market-just-hitting-its-stride) _2025-11-18 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ The AOR team of Jeff Schulze and Josh Jamner offer their prognostications for the U.S. economy and equity market in the year ahead, building a case for positive momentum to shine through. [Listen](https://feeds.soundcloud.com/stream/2214780452-clearbridge-clearbridge-outlook-2026-is-bull-market-just-hitting-its-stride.mp3) ## [How Collaborative Research Drives Active Alpha](https://soundcloud.com/clearbridge/how-collaborative-research-drives-active-alpha) _2025-10-07 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Matthew Lilling and Deepon Nag, Co-Directors of Research at ClearBridge Investments, discuss their active research philosophy, technological integration and the value of collaborative fundamental research in navigating global market dynamics and technological disruptions. [Listen](https://feeds.soundcloud.com/stream/2184550991-clearbridge-how-collaborative-research-drives-active-alpha.mp3) ## [Stablecoins: Genius or Reinventing the Wheel?](https://soundcloud.com/clearbridge/stablecoins-genius-or-reinventing-the-wheel) _2025-09-24 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Stablecoins: Genius or Reinventing the Wheel? by ClearBridge Investments [Listen](https://feeds.soundcloud.com/stream/2175899481-clearbridge-stablecoins-genius-or-reinventing-the-wheel.mp3) ## [Earn crypto from idle GPUs (Sponsored)](https://crawlproof.com/a/mGpRNG1SQ4Ex) _2025-09-24 · **Sponsored**_ Run one CLI command, connect your GPU, and start receiving crypto payouts. ## [Midyear Outlook: Getting in Sequence](https://soundcloud.com/clearbridge/cb_2025-midyear-outlook_v1-1) _2025-06-25 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Midyear Outlook: Getting in Sequence by ClearBridge Investments [Listen](https://feeds.soundcloud.com/stream/2119302735-clearbridge-cb_2025-midyear-outlook_v1-1.mp3)