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| Publishes | Twice monthly | Episodes | 141 | Founded | 9 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

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, dur... more
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 par... more
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 sm... more
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 ... more
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High quality info, but poor quality audio. Sounds like speakers are under water.
Interesting market insights from senior leaders in bite sized podcasts. Keep up the good work!
I recently came across this podcast and listened to the latest episode with the analysis on Europe, global cycle and EMs and it was fantastic. I will be a regular listener
First podcast I had to cancel due to length of disclaimer at end of each episode. Apparently the most aggressive advise from attorneys compared to industry standard.
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Recent interactions between the hosts and their guests.
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The show centers on macro and market dynamics through conversations with senior investment professionals and portfolio managers. Topics span recession risk, macro indicators, AI-driven productivity, EM and DM equity themes, and fixed income themes like municipal bonds, often framed around dashboards, data releases, and policy signals. Across episodes, listeners get practical takeaways on positioning, risk management, and active management amid shifts in rate expectations, inflation, and geopolitical influences. A standout thread is the blend of macroeconomics with on-the-ground investment discipline, plus frequent commentary on AI-capex and its broader economic implications, making it a likely fit for financial professionals seeking both co... more
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These podcasts share a similar audience with Talking Markets:
1. Capital Ideas podcast
2. Insights Now
3. Notes on the Week Ahead
4. The Morning Filter
5. Barron's Advisor
Talking Markets launched 9 years ago and published 141 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Talking Markets include:
1. Jeffrey Schulze
2. Brian Freiwald
3. Rick Polsinello
4. Matt Moberg
5. Ben Barber
6. Jonathan Curtis
7. Jeff Schulze
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.