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On the show
From 11 epsHosts
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Recent episodes
Midyear Outlook: What Wall of Worry?
Jun 11, 2026
38m 20s
Mike Clarfeld Talks Dividends and Hard Assets on WealthTrack
May 15, 2026
30m 36s
Navigating a War Torn Global Energy Market
Mar 20, 2026
27m 01s
Embracing the Semiconductor Super Cycle
Feb 26, 2026
30m 48s
ClearBridge Outlook 2026: Is Bull Market Just Hitting its Stride
Nov 18, 2025
37m 07s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/11/26 | Midyear Outlook: What Wall of Worry?✨ | U.S. economystock market+5 | Josh Jamner | ClearBridge Investments, LLC | U.S. | U.S. economystock market+5 | — | 38m 20s | |
| 5/15/26 | Mike Clarfeld Talks Dividends and Hard Assets on WealthTrack✨ | dividendshard assets+3 | Mike Clarfeld | ClearBridge InvestmentsWealthTrack | — | dividendshard assets+3 | — | 30m 36s | |
| 3/20/26 | Navigating a War Torn Global Energy Market✨ | global energy marketIran conflict+3 | Adam Meyers | ClearBridge Investments, LLC | IranPersian Gulf | energy marketIran conflict+3 | — | 27m 01s | |
| 2/26/26 | Embracing the Semiconductor Super Cycle✨ | semiconductorsAI+3 | Dalya Hahn | ClearBridge Investments, LLCsemiconductor industry+1 | — | semiconductorAI+3 | — | 30m 48s | |
| 11/18/25 | ClearBridge Outlook 2026: Is Bull Market Just Hitting its Stride✨ | U.S. economyequity market+3 | Jeff SchulzeJosh Jamner | ClearBridge Investments, LLC | U.S. | bull marketeconomic predictions+3 | — | 37m 07s | |
| 10/7/25 | How Collaborative Research Drives Active Alpha✨ | active researchcollaborative research+3 | Matthew LillingDeepon Nag | ClearBridge Investments | — | active alpharesearch philosophy+3 | — | 18m 02s | |
| 9/24/25 | Stablecoins: Genius or Reinventing the Wheel?✨ | stablecoinscryptocurrency+3 | — | ClearBridge Investments | — | stablecoinscryptocurrency+4 | — | 32m 14s | |
| 6/25/25 | Midyear Outlook: Getting in Sequence✨ | midyear outlookinvesting+3 | — | ClearBridge Investments | — | midyear outlookinvesting+3 | — | 35m 59s | |
| 5/20/25 | Actively Managing through Policy Uncertainty✨ | active investmentrisk management+3 | Mike ClarfeldErica Furfaro | ClearBridge Investments, LLC | Trump 2.0 | active managementinvestment strategy+3 | — | 20m 21s | |
| 5/2/25 | Sustainability Driving Business Forward✨ | sustainabilitybusiness strategy+3 | — | ClearBridge Investments | — | sustainabilitybusiness+3 | — | 24m 22s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 3/24/25 | ![]() Distilling Progress in Generative AI✨ | Generative AIAI adoption+3 | Naveen Jayasundaram | DeepSeekClearBridge Investments, LLC | — | Generative AIDeepSeek+4 | — | 31m 51s | |
| 2/11/25 | Can Trump Make Financials Great Again? | Analyst Miguel Del Gallego and Portfolio Manager Steve Rigo discuss how Trump regulatory and tariff policies, persistent inflation and animal spirits could impact banks and other financials stocks. | — | ||||||
| 12/21/24 | ![]() Health Care Innovation Under Trump 2.0 | ClearBridge health care equity analysts assess the prospects for clinical breakthroughs in biopharmaceuticals and medical devices under a new Trump administration. | — | ||||||
| 11/21/24 | ![]() Economic Outlook 2025: Will U.S. Exceptionalism Continue? | The Anatomy of a Recession team analyzes how Fed policy and a Trump presidency could impact the country’s economic and market leadership. | — | ||||||
| 9/25/24 | ![]() Targeting Opportunities from the Software Selloff | ClearBridge Analysts Hilary Frisch and Tom Mao join Jeff Schulze to discuss the drivers of a recent slowdown for software stocks and the important role software will play in the next phase of AI adoption. | — | ||||||
| 6/25/24 | ![]() Midyear Equity and Economic Outlook: What the Internals Are Telling Us | CIO Scott Glasser and Head of Strategy Jeff Schulze see the economy slowing but avoiding recession in the second half of 2024 into 2025. Meanwhile, the stock market remains healthy yet bears watching due to deterioration beyond the mega caps. They also explain how these conditions create compelling opportunities for active managers. | — | ||||||
| 5/22/24 | Transport Stocks on the Road to Recovery | Industrials Analyst Hannah Whang and Portfolio Manager Steve Rigo discuss the current freight recession and the macro catalysts that could support a recovery in the transports industry. They also offer their views on investment opportunities among LTL trucking companies, freight rail operators and package delivery providers. | — | ||||||
| 4/29/24 | Where Innovation and Sustainability Meet | Portfolio Analyst Ben Buckley and Software Services Analyst Hilary Frisch discuss how cutting edge innovation is helping sustainability goals and what the sustainability opportunities and risks are of cutting edge innovation like AI. | — | ||||||
| 4/17/24 | Infrastructure and Utilities Are Powering AI & Data Growth | Portfolio Manager Shane Hurst discusses how AI and data growth are among strong thematic drivers for infrastructure and utilities stocks, which continue to effectively pass through stubborn inflation and look attractively valued. | — | ||||||
| 4/3/24 | ![]() Are Mega Caps Still Magnificent? | The Magnificent Seven, a collection of the largest companies in the market, have begun to show divergent stock performance. Internet and Technology Analysts Naveen Jayasundaram and Anuj Parikh join Jeff Schulze to assess recent results, the beneficial impact of generative AI as well as regulatory and competitive risks to watch. | — | ||||||
| 3/4/24 | Let's Make a Deal: Energy Edition | Energy analyst Adam Meyers joins Jeff Schulze to discuss the latest in the energy sector, including his takeaways from recent large mergers in oil and gas, the prospects of upstream producers versus oilfield services, and what oil and gas companies are doing to lower their emissions and play a role in the energy transition. | — | ||||||
| 12/4/23 | ![]() Jeff Schulze on WealthTrack: Stay Invested Through Downturn | ClearBridge’s Head of Economic and Market Strategy joins Consuelo Mack on WealthTrack to explain why he expects a shallow recession in 2024, the importance of the consumer and the labor markets in determining the economy's path and how a new interest rate environment could cause the market's concentrated growth leadership to broaden and support value stocks. | — | ||||||
| 12/1/23 | ![]() Economic Outlook 2024: The Year of Lagged Effects | The ClearBridge Anatomy of a Recession team of Jeff Schulze and Josh Jamner make their annual forecasts for the economy and equity markets, discussing why the lagged impacts of the Fed's aggressive monetary tightening cycle should be fully felt in the year ahead and sharing their prognostications for stocks and bonds in 2024. | — | ||||||
| 11/16/23 | Dividend Dynamics in a High-Yield World | Portfolio Manager John Baldi and Senior Analyst Tatiana Eades join Jeff Schulze to discuss their preferences among dividend payers and income-oriented sectors such as utilities. They explain how a potential peak in interest rates could offer a tailwind for these companies, especially with recession still a key concern. | — | ||||||
| 10/17/23 | ![]() ClearBridge Multi Cap Growth Strategy 3Q23 Update | Portfolio Manager Evan Bauman provides an update on performance and positioning. | — | ||||||
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