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Anatomy of a Recession Update: Bubble or Boom? episode artwork

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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Frequently Asked Questions

How long is this episode of Talking Markets with Franklin Templeton?

This episode is 25 minutes long.

When was this Talking Markets with Franklin Templeton episode published?

This episode was published on October 20, 2025.

What is this episode about?

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...

Can I download this Talking Markets with Franklin Templeton episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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