Tag: podcast
A WIDELY FOLLOWED INVESTMENT STRATEGIST’S INDICATORS NOW SIGNALING HEIGHTENED RECESSION RISK
In this WEALTHTRACK podcast we are joined by ClearBridge’s Investment Strategist Jeff Schulze, the architect of the firm’s widely followed Anatomy of a Recession (AOR) program, which publishes a monthly Recession Risk Dashboard, a 12-indicator scorecard of the economy, each color-coded according to their status, green for expansion, yellow for caution and red for recession. The Dashboard has recently turned a cautionary yellow from expansionary green, signaling a heightened probability of recession. Schulze will explain why he now believes that there is a 55% chance of a downturn, why a recession is not inevitable but what conditions could push it one way or the other. He will also discuss market implications and strategy.
Continue Reading »INFLUENTIAL ECONOMIST AND FED WATCHER PAUL MCCULLEY ON FED POLICY, RECESSION PROSPECTS AND THE MARKETS
A special WEALTHTRACK podcast with influential economist and Fed watcher turned professor Paul McCulley. McCulley is an adjunct professor at Georgetown Business School and a very much in-demand speaker in financial circles because of his deep understanding of Fed policy, honed at bond giant PIMCO, where for many years he was Senior Partner, author of the influential Global Central Bank Focus and manager of its huge short-term trading desk. In this week’s podcast, McCulley shares his thoughts on where we are in the Fed’s tightening cycle, economy, and markets.
Continue Reading »JONATHAN CLEMENTS SAYS STAYING INVESTED IN STOCKS IS THE SANEST APPROACH IN TURBULENT MARKETS
Since the future is essentially unknowable, this week’s podcast guest focuses on what is knowable and controllable, mainly our own reactions. He is veteran personal finance journalist Jonathan Clements, a former colleague of mine at The Wall Street Journal who was its personal finance columnist for nearly 20 years. The author of several books including From Here to Financial Happiness and How to Think About Money, Clements is the Founder and Editor of HumbleDollar, a free weekly newsletter devoted to telling you “everything you need to know about money.”
Continue Reading »UKRAINIAN INVASION IMPACT
Russia’s brutal, unprovoked assault on Ukraine is dominating the news headlines, but so far its market impact has been short-lived. ClearBridge Investment strategist Jeff Schulze says what really matters to the markets in the direction of the economy and Federal Reserve policy. According to his proprietary Recession Risk Dashboard, the vast majority of his twelve key indicators remain positive.
Continue Reading »VIDEO PODCAST FEED UPDATE
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