Anatomy Of A Recession Update: Threats To A Soft Landing Talking Markets With Franklin Templeton podcast

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Understanding the Elegant Math Behind Modern Machine Learning 1:14:43

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Artificial intelligence is evolving at an unprecedented pace—what does that mean for the future of technology, venture capital, business, and even our understanding of ourselves? Award-winning journalist and writer Anil Ananthaswamy joins us for our latest episode to discuss his latest book Why Machines Learn: The Elegant Math Behind Modern AI . Anil helps us explore the journey and many breakthroughs that have propelled machine learning from simple perceptrons to the sophisticated algorithms shaping today’s AI revolution, powering GPT and other models. The discussion aims to demystify some of the underlying math that powers modern machine learning to help everyone grasp this technology impacting our lives, even if your last math class was in high school. Anil walks us through the power of scaling laws, the shift from training to inference optimization, and the debate among AI’s pioneers about the road to AGI—should we be concerned, or are we still missing key pieces of the puzzle? The conversation also delves into AI’s philosophical implications—could understanding how machines learn help us better understand ourselves? And what challenges remain before AI systems can truly operate with agency? If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits. Links: Read Why Machines Learn, Anil’s latest book on the math behind AI https://www.amazon.com/Why-Machines-Learn-Elegant-Behind/dp/0593185749 Learn more about Anil Ananthaswamy’s work and writing https://anilananthaswamy.com/ Watch Anil Ananthaswamy’s TED Talk on AI and intelligence https://www.ted.com/speakers/anil_ananthaswamy Discover the MIT Knight Science Journalism Fellowship that shaped Anil’s AI research https://ksj.mit.edu/ Understand the Perceptron, the foundation of neural networks https://en.wikipedia.org/wiki/Perceptron Read about the Perceptron Convergence Theorem and its significance https://www.nature.com/articles/323533a0…

Talking Markets with Franklin Templeton « »
Anatomy of a Recession Update: Threats to a Soft Landing

منذ عام واحد 22:37

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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.

With lots of chatter in the US around the potential for a soft landing, we speak with Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about his thoughts on the matter and the overall state of the US economy.

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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: Threats to a Soft Landing

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.

With lots of chatter in the US around the potential for a soft landing, we speak with Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about his thoughts on the matter and the overall state of the US economy.

… 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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Global Investment Management Survey: Outlook on equities and more 23:36

منذ 4 weeks23:36

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23:36

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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22:45

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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26:57

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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21:20

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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27:38

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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21:30

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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23:36

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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