ClearBridge strategist Jeff Schulze discusses why the U.S. economy has not slipped into recession, and the stock market continues to rally.WEALTHTRACK Episode #2023 published on December 01, 2023
Listen to the audio-only version here:
Explore This Episode
We have compiled additional information and content related to this episode.
- Head of Economic and Market Strategy, ClearBridge Investments
ClearBridge’s Anatomy of a Recession (AOR) program features a dashboard of 12 indicators tracking shifts in the U.S. economy that could signal increased recession risk.
“Magnificent Seven”- 7 mega-cap, tech growth stocks dominating market performance: Apple, Microsoft, Amazon, Google, Nvidia, Tesla, and Meta (Facebook)
FROM THE ARCHIVES
Jeffrey Schulze from the WEALTHTRACK archives…
For public television’s fundraising drive this weekend, we are revisiting a recent and very popular WEALTHTRACK episode with Gerard “Gerry” O’Reilly, longtime Portfolio Manager of the Vanguard Total Stock Market Index Fund, the world’s largest mutual fund. O’Reilly explains why it actually takes very “active” management to ensure that this “passive” index fund matches the index by the close of trading every day. Watch it here.