Jan 17, 2023

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.

Jan 12, 2023

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.

Dec 9, 2022

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.

Nov 15, 2022

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.

Oct 13, 2022

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...