I migliori Franklin Mark podcast (2024)

1
Anatomy of a Recession Update: What's different about this cycle? 23:36

25d ago23:36

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.…

1
Anatomy of a Recession Update: Soft landing chances rise 26:14

2M ago26:14

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 bas…

1
Anatomy of a Recession update: Changes in our dashboard 21:59

3M ago21:59

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.

1
Anatomy of a Recession Update: New Year, New Dynamic 23:38

4M ago23:38

23:38

As 2024 kicks off, we sit down with ClearBridge Investment's Jeff Schulze for an update on the Recession Risk Dashboard that has recently seen some indicator moves from red to yellow, and learn whether recent US economic and labor data has impacted his views on the likelihood of a soft landing.

1
Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24 18:41

5M ago18:41

18:41

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.

1
Anatomy of a Recession Update: How Long Will Consumers Keep Spending? 24:57

6M ago24:57

24:57

We speak with ClearBridge Investments’ Jeff Schulze about a topic on many investor's minds: the 10-year US Treasury yield and the path of monetary policy. He also shares his views on the latest US retail sales data and whether the consumer resilience will last into 2024.

1
Anatomy of a Recession Update: Threats to a Soft Landing 22:37

7M ago22:37

22:37

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.

1
Anatomy of a Recession Update: What Is a Recession, Exactly? 19:29

8M ago19:29

19:29

Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.

1
Spicing Up eCommerce Catalog Management: A Conversation with Vanessa Hung 52:47

8M ago52:47

52:47

Ready to crack the code on Amazon's labyrinth and cash in on the colossal Hispanic market? Then you'd better brace yourself for this explosive chat with Vanessa Hung, a Venezuelan-born titan who victoriously battled the immigration beast with no backup plan. Vanessa isn't just some entrepreneur. She's an Amazon whiz, a wizard who can turn Excel gib…

1
Anatomy of a Recession Update: Cracks in the Foundation 24:18

9M ago24:18

24:18

Get perspective on the most recent US economic data, the investor’s view, and how reviewing previous recessionary periods may help us today, in this conversation with Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments.

1
Anatomy of a Recession Update: Gradually, Then Suddenly 28:34

10M ago28:34

28:34

In this episode, we speak with Jeff Schulze, head of economic and market research at ClearBridge Investments about the Federal Reserve, rolling sector recessions, artificial intelligence, and receive the latest update on the ClearBridge Recession Risk Dashboard.

1
Mike Michelini - Cross-Border Summit, Look back on 400+ Podcast Episodes, Managing Multiple Projects 56:14

11M ago56:14

56:14

Ready to up your networking game and connect with a high-quality network of people in Asia? Join us as we chat with the founder of the Cross-Border Summit, Mike Michelini, about the exciting fifth annual event taking place in Chiang Mai, Thailand this November. We'll discuss why this particular summit is a fantastic opportunity to build relationshi…

1
Anatomy of a Recession Update: US Labor Market Cracks Emerging? 22:05

11M ago22:05

22:05

In this conversation with Jeff Schulze, head of economic and market research at ClearBridge Investments, we focus on the US employment market and consumption, receive an update on the ClearBridge Recession Risk Dashboard, and discuss the on-again, off-again, soft-landing narrative.

1
Greg Elfrink Returns! State of the Market, AI SEO, International SEO and more 50:15

11M ago50:15

50:15

Greg Elfrink, CEO of Empire Flippers returns to talk about the annual state of the market report and what businesses should expect when it comes to valuations, the buyer market, and more. We talk about the impact of AI SEO and International AI SEO We sum up with findings from the Vietnam SEO conference last month. How much is your business worth? G…

1
Anatomy of a Recession Update: The Dominoes Are Falling 23:43

12M ago23:43

23:43

Jeff Schulze, head of economic and market research at ClearBridge Investments, provides us with an update on the Recession Risk Dashboard, a current view of those lagged effects, and perspective on Q1 earnings. In addition: the debt ceiling and perspective on the outcome of the FOMC meeting.

1
And We're Back! Rutger Thole talks FB Ads, AI, and of course - Chatbots 43:21

12M ago43:21

43:21

Whatever happened to Manychat and Chatbots? How can I use AI to make spot trends and make quick decisions in my FB ads? How to balance life and business? Rutger answers these questions and more in a wide ranging conversation. Check out his new software - www.trendtracker.io And don't forget to check out all of my latest projects: www.seller.deals w…

1
Anatomy of a Recession: The Lagged Effects of Rate Hikes Have Started 20:41

1y ago20:41

20:41

A review of the US economy with Jeff Schulze, investment strategist at ClearBridge Investments, focusing on the most anticipated recession in history. Is it here? What signs are beginning to appear? And how deep will it be?

1
Anatomy of a Recession: Economic Reacceleration in Perspective 20:27

1y ago20:27

20:27

A review of the US economy with focus on inflation, and whether a recession is likely this year with Jeff Schulze, investment strategist at ClearBridge Investments.

1
Anatomy of a Recession: The Fed’s Job Problem 19:50

1y ago19:50

19:50

A review of the United States economy with focus on the Federal Reserve, labor, and housing with Jeff Schulze, investment strategist at ClearBridge Investments.

1
US Financial Services Policies Shift to Rules, Regulations, and Executive Actions 21:52

1+ y ago21:52

21:52

Drew Carrington, Head of Institutional DC at Franklin Templeton, discusses the implications of the 2022 US midterm elections for investors with Dean Sackett from Polaris Capital and Dan Murphy and Andy Lewin from the BGR Group.

1
Anatomy of a Recession: The Long View for a New Year 22:31

1+ y ago22:31

22:31

We meet with regular guest, Jeff Schulze of ClearBridge Investments, to discuss the US economy—focusing on inflation, the US labor market, and the Federal Reserve.

1
Anatomy of a Recession: Interpreting Mixed Economic Signals 17:26

1+ y ago17:26

17:26

A look at the United States economy with a focus on labor, home sales and corporate profits with Jeff Schulze, investment strategist at ClearBridge Investments.

1
Anatomy of a Recession: Remain Patient Amid Market Gyrations 13:32

1+ y ago13:32

13:32

We discuss with ClearBridge Investments’ Jeff Schulze, the potential economic and market impacts of the US midterm elections, get perspective on the Fed action against inflation, and review the current ClearBridge Recession Risk Dashboard.

1
Anatomy of a Recession: Focusing on the Fed 17:31

1+ y ago17:31

17:31

We speak with Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of their Anatomy of a Recession program, about how the Federal Reserve’s latest moves are impacting the odds of a recession in the US. Plus, what it would take for the Fed to reverse course and make a dovish pivot. And, how much is a recession already baked i…

1
Can you Exit in a Bear Market - Data Packed Insights from Empire Flippers with Kristin Jacobsen 26:09

1+ y ago26:09

26:09

Kristin Jacobsen from Empire Flippers joins today to share recent success stories of businesses that have sold in this bear market and what you need to know if you're thinking of selling. Get a free valuation and get connected with Empire Flippers at www.empireflippers.com/ZackDi Zack Franklin

1
Nathan Hirsch - Hands Off Accounting and Bookkeeping with EcomBalance 43:08

1+ y ago43:08

43:08

Most Ecom businesses are unhappy with their current bookkeeping and accounting systems, if they even have one at all. Nathan Hirsch joins the podcast to talk about his new solution - EcomBalance, as well as what he's learned as a serial entrepreneur with several successful exits under his belt.Di Zack Franklin

1
Investing in Innovation: Impacts of Market Volatility and Shocks 22:47

1+ y ago22:47

22:47

Franklin Equity Group’s Renee Anderson and Matt Moberg cover investing in innovation during market volatility. We hear how business fundamentals and valuations look right now. Plus, from electric vehicles and renewable energy, to the metaverse, blockchain and more—a breakdown of which innovation themes have the most upside and challenges.…

1
Increasing Yields: Strategy Shifts for Income Investors 18:31

2y ago18:31

18:31

Rapidly changing economic and market conditions could lead to a shift in strategy for income investors. Ed Perks, chief investment officer of Franklin Templeton Investment Solutions, breaks down the macro environment and shares the fixed income sectors he believes are now attractive, in this conversation with our Josh Greco.…

1
Anatomy of a Recession: Deteriorating Economic Conditions with Continuing Bear Market 12:44

2y ago12:44

12:44

How deteriorating economic conditions make a US recession more likely. Plus, is a so-called soft-landing still even possible? And, a look at data from previous bear markets for clues on how long this one may last, and whether the S&P 500 has already hit bottom. Talking about it all is Jeff Schulze, Investment Strategist at ClearBridge Investments a…

1
Looking Beneath the Surface of Monetary Policy Tightening 35:59

2y ago35:59

35:59

Thought leaders from Franklin Templeton and our Specialist Investment Managers discuss how the largest Fed hike in nearly three decades, along with the possibility of subsequent significant hikes, could impact US markets and the economy. Plus, which developed and emerging markets face the most challenging economic and investing environments. And, w…

1
Sourcing from India with Meghla Bhardwaj and Margaret Jolly 46:36

2y ago46:36

46:36

Meghla has been in the sourcing industry for over 20 years and previously ran the Global Sources Summit for Amazon sellers in Hong Kong. She also runs the Asian Seller group and IndiaSourcing.net We talk about the pros and cons of sourcing from India and the upcoming India Sourcing trip in October.Di Zack Franklin

1
Luciano Drehmer - Design and Branding for Ecommerce Brands 47:12

2y ago47:12

47:12

Luciano Drehmer is my go to designer. He's worked with Nike, Amazon, Valuelink and more and his work is key to the success of most of my best performing products like the Natrogix Bliss and Nirvana Essential Oils. We talk about everything from how to recognize good design and the benefits of design on conversion, to how to hire and work with design…

1
Joe Reichsfeld - Marketing Tips from the Master Amazon Consultant 57:19

2y ago57:19

57:19

Joe's Links: www.ecommerce-optimizer.com Joe Reichsfeld is an E-commerce Coach and Consultant who has been helping entrepreneurs succeed online since 1999. Before E-commerce, Joe spent almost 20 years managing and consulting in the food and beverage industry. His background, plus years of experience working with thousands of sellers, gives him a un…

1
Making the Case for Municipal Bonds Despite Recent Volatility 22:29

2y ago22:29

22:29

While inflation and rising interest rates are putting pressure on the municipal bond market, the environment for investors seeking income and other benefits from munis may be setting up well for the second half of the year and beyond. Talking about it all is Ben Barber, Director of Municipal Bonds with Franklin Templeton Fixed Income, and Josh Grec…

1
Paul Rafelson of EcomLaw - the Sales Tax Fight, IP, Brokering $260 mil of deals and more 57:29

2y ago57:29

57:29

Paul Rafelson is a great lawyer and also a former Amazon seller. He joins today to give us the latest update in the sales tax fight and what sellers need to know about intellectual property. Paul and his team have worked on more than $260 million of business exits in the last year and break down some of the tips, tricks, and trends in the M and A s…

1
Greg Elfrink: From the Alaskan Oil Fields to Content Marketing King 37:46

2y ago37:46

37:46

Greg Elfrink is the CMO of Empire Flippers and a good friend of mine. In this episode of the Zack Franklin show, we talk about everything from how to take advantage of conferences, to content marketing strategies, to how to buy and sell businesses. I sound like a robot on this episode, but will rerelease an edited version soon. Show notes: https://…

1
Making Sense of the Recent Market Selloffs 16:04

2y ago16:04

16:04

Putting the selloff in equity markets in perspective. Why the pendulum has shifted so strongly negative, and is there any bottom in sight? Plus, where investors looking for diversification could go, beyond equities and fixed income. And, a cautionary tale about cryptocurrencies. Talking about it all is our Wylie Tollette and Stephen Dover.…

1
Anatomy of a Recession: Why a US Recession is Unlikely Near Term 16:08

2y ago16:08

16:08

Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of ClearBridge’s Anatomy of a Recession program, provides his views on why growing fears of a US recession may be overblown, at least near-term.

1
Uncertainty Leads to Caution: Adjusting Investment Strategies While Taking Down Risk 29:38

2y ago29:38

29:38

With uncertainty mounting on many fronts globally, we hear how investment strategies are changing with a focus on taking risk down, while still identifying investment opportunities. Our Head of the Franklin Templeton Institute, Stephen Dover, talks about it all with Gene Podkaminer, Head of Research for Franklin Templeton Investment Solutions, Fran…

1
Are Central Banks Too Late to Tackle Inflation? 27:21

2y ago27:21

27:21

Can the Fed play catch-up and reverse rising inflation in the United States? Or, could growth actually slow on its own, so less action is needed? Plus, an inversion in the US Treasury yield curve usually is a recession warning, but hear why that may not be the case, at least for this year. Sonal Desai, Chief Investment Officer of Franklin Templeton…

1
Oil’s Wild Ride: Have Prices Peaked? 17:38

2y ago17:38

17:38

The wild ride up and back down for oil prices. Have oil prices peaked, along with gasoline? Or, will we see further rises in oil and prices at the pump? Plus, what’s being done to ramp up oil production globally. And, how many different grades of oil around the world make the situation even more challenging. Stephen Dover, Head of the Franklin Temp…

1
Global Economic and Market Impacts of Russia’s Invasion of Ukraine 29:17

2y ago29:17

29:17

Russia’s invasion of Ukraine has led to a humanitarian crisis and new geopolitical concerns, while also affecting global economies and capital markets around the world. Talking about it all with our Stephen Dover is Kim Catechis from the Franklin Templeton Investment Institute; Andreas Billmeier, European Economist with Western Asset, Scott Glasser…

1
Fixed Income - What the Curve is Saying 23:35

2y ago23:35

23:35

With higher rates appearing inevitable, fixed income investors must weigh a range of maturities, sectors and credit quality along the yield curve, including low duration strategies less exposed to rate hikes. Plus, how inflation and policy decisions fit into the equation. And, where there could be opportunity at the shorter end of the yield curve. …

1
Market Volatility: Will it Last? 28:41

2+ y ago28:41

28:41

Volatility dominated equity and fixed income markets to start 2022. What’s behind it and how long will it last? Plus, a look at investment opportunities that could arise in this environment. Putting it all in perspective with our Stephen Dover is Mark Lindbloom of Western Asset and Scott Glasser of ClearBridge Investments.…

1
Inflation: A Passing Phase or Major Threat 29:21

2+ y ago29:21

29:21

Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, and John Bellows, Portfolio Manager, Western Asset join the Head of the Franklin Templeton Investment Institute, Stephen Dover to debate whether inflation is a passing phase or a longer-term threat. Plus, how inflation outlooks could lead to opportunities for fixed income inves…

1
Anatomy of a Recession: Changing Conditions but US Economy Remains Strong 14:22

2+ y ago14:22

14:22

Jeff Schulze, Investment Strategist at ClearBridge Investments, provides his latest look at the health of the US economy. We hear about the number one factor driving consumer sentiment down to recessionary levels, three reasons why inflation may not last long term, and what may lie ahead after the Federal Reserve begins to taper and raise interest …

1
A Tale of Two Real Estate Markets: US and China 18:07

2+ y ago18:07

18:07

Tracy Chen, Portfolio Manager with Brandywine Global, and Tim Wang, Head of Investment Research for Clarion Partners, join Head of the Franklin Templeton Investment Institute, Stephen Dover, to take a closer look at how the pandemic has had a major impact on real estate markets, and what it could mean for real estate investors in the US and China.…

1
Positioning for 2022: Tracking Inflation, Rates, Growth & Valuations 22:57

2+ y ago22:57

22:57

Ed Perks, CIO of Franklin Templeton Investment Solutions and Gene Podkaminer, Head of Research for Franklin Templeton Investment Solutions, discuss with Stephen Dover, head of the Franklin Templeton Investment Institute, cross-asset class allocation views and implementation ideas for 2022, considering growth, inflation, rates, and valuation.…

1
High Time for High Yield? 16:56

2+ y ago16:56

16:56

Bill Zox and John McClain, portfolio managers with Brandywine Global, join Amer Hasan to discuss how current market and economic conditions could benefit high yield investors, the opportunities and risks right now, and why the asset class is often overlooked or misunderstood.

1
Global Macro Views: Mounting Economic and Investment Variables 28:47

2+ y ago28:47

28:47

Templeton Global Macro CIO Michael Hasenstab and Director of Global Macro Research for Brandywine, Francis Scotland, speak with our Stephen Dover about the direction of China, variables that could determine whether labor and inflation concerns will last more long-term, what may be driving energy prices up, beyond just supply and demand, and views o…

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