Anatomy of a Recession Update: Jevons paradox predicts no AI "job apocalypse"

from Talking Markets with Franklin Templeton

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 paradox to explain why he doesn't fear an AI "job apocalypse." And he remains bullish on US equities despite Middle East uncertainty and inflation worries.

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This episode is 25 minutes long.

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This episode was published on May 28, 2026.

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