Anatomy Of A Recession Update: The Fed’s Next Moves, Anticipating ‘24 Talking Markets With Franklin Templeton podcast

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QUALIFIED: How Competency Checking and Race Collide at Work with Shari Dunn | 284 33:58

منذ 4 أيام33:58

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33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

Talking Markets with Franklin Templeton « »
Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24

منذ عام واحد 18:41

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المحتوى المقدم من Talking Markets w. Franklin Templeton and Franklin Templeton. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Talking Markets w. Franklin Templeton and Franklin Templeton أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

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.

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#Activemanagement #Finance #Franklintempleton #Investing #Monetary #Perspective #Talkingmarkets #Trading #Business #Franklin Templeton #Talking Markets w. Franklin Templeton #Stock #Insight #Marketing

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

Talking Markets with Franklin Templeton

74 subscribers

published منذ عام واحد

مشاركة

MP3•منزل الحلقة

المحتوى المقدم من Talking Markets w. Franklin Templeton and Franklin Templeton. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Talking Markets w. Franklin Templeton and Franklin Templeton أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

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.

… continue reading

137 حلقات

#Activemanagement #Finance #Franklintempleton #Investing #Monetary #Perspective #Talkingmarkets #Trading #Business #Franklin Templeton #Talking Markets w. Franklin Templeton #Stock #Insight #Marketing

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Anatomy of a Recession Update: Less “magnificent” earnings expectations 21:38

منذ 19 يومًا21:38

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This month’s “Talking Markets” podcast offers perspective from ClearBridge Investments' Jeff Schulze on tariffs and the US equity complex. And, we review the two individual indicator upgrades that January brought on the Recession Risk Dashboard.

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منذ 4 weeks23:36

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Chris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, gives us some key takeaways from the Global Investment Management Survey and his thoughts on US equities.

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Anatomy of a Recession Update: Can US exceptionalism continue? 22:45

منذ 7 weeks22:45

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After a period of no indicator upgrades within the Recession Risk Dashboard, there was quite a bit of movement in December. We speak with Jeff Schulze of ClearBridge Investments about these moves and more.

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Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue? 37:44

منذ 11 weeks37:44

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37:44

In this special episode, ClearBridge Investments' colleagues, Jeff Schulze and Josh Jamner, discuss their base case for the US economy and equity markets in 2025.

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Anatomy of a Recession Update: What we don’t know about tariff plans 26:57

منذ 15 weeks26:57

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With US elections now behind us, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the new political landscape, the potential for higher tariffs on imports and the implications for the US equity market.

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Anatomy of a Recession Update: The case for economic reacceleration 21:20

منذ 20 weeks21:20

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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.

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Anatomy of a Recession Update: Speaking of the election 27:38

منذ 24 weeks27:38

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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 US economy.

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Anatomy of a Recession Update: Economy’s health holds steady 21:10

منذ 29 weeks21:10

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21:10

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 election.…

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Anatomy of a Recession Update: Economic growth ahead? 21:06

منذ 33 weeks21:06

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21:06

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 valuations.

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Global Investment Management Survey: Our collective forecast 13:24

منذ 36 weeks13:24

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13:24

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.

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Anatomy of a Recession Update: Profit margins and credit spreads improve 19:54

منذ 38 weeks19:54

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19:54

In May, the Recession Risk Dashboard saw two individual indicator upgrades, including a move from yellow to green. We speak with ClearBridge Investments' Jeff Schulze about the positive momentum we've seen in the dashboard and get his perspective on the current global landscape.

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Anatomy of a Recession Update: A wait-and-see Fed 21:30

منذ 42 weeks21:30

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Continued progress in the ClearBridge Recession Risk Dashboard saw the wage growth indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his views on what that move could mean for investors, how many Fed rate cuts we may see this year, and the potential market implications of the upcoming US presidential election.…

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

منذ 46 weeks23:36

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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.…

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

منذ 51 weeks26:14

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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 base case for the US economy.…

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

منذ 1 year21:59

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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.

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