EPISODE · Oct 20, 2025 · 25 MIN
Anatomy of a Recession Update: Bubble or Boom?
from Talking Markets with Franklin Templeton
Jeff Schulze from ClearBridge Investments discusses the potential for Fed interest-rate cuts and why he's leaning a bit hawkish. He also compares today's market dynamics to the late 1990s tech boom and shares his thoughts on the Magnificent Seven and global equity performance.
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Anatomy of a Recession Update: Bubble or Boom?
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