Talking Markets with Franklin Templeton

Franklin Templeton

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Episodes (95)

Thursday Anatomy of a Recession Update: Jevons paradox predicts no AI "job apocalypse"
Thu May 14th Small caps deserve a closer look
Apr 14th Anatomy of a Recession Update: Conflict, volatility and opportunity

Talking Markets with Franklin Templeton

May 28, 2026
25½ minutes
35 MB

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.

Talking Markets with Franklin Templeton

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

Franklin Templeton

00:00 -25:26