Oct 9, 2024

We speak with Jeff Schulze of ClearBridge Investments about the health of the US consumer and equity market, and get an update on the Recession Risk Dashboard.

Sep 12, 2024

With the US presidential election approaching, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the four election outcomes and their potential impact on government spending, tax changes, trade policy and overall the...

Aug 9, 2024

Jeff Schulze of ClearBridge Investments joins us to give an update on the Recession Risk Dashboard and shares which indicators to keep an eye on for next month. He also provides his perspective on the recent selloffs in the equity market and the potential for some choppiness leading up to the US...

Jul 10, 2024

We speak with Jeff Schulze of ClearBridge Investments about the dramatic improvement within the Recession Risk Dashboard, delving into the individual indicator changes. And, he shares his thoughts on when we may see a Fed rate cut and addresses concerns about US equity...

Jun 25, 2024

Chris Galipeau, senior market strategist from the Franklin Templeton Institute joins us to share some key takeaways from the 2024 mid-year release of Franklin Templeton's Global Investment Management Survey.