Talking Markets w. Franklin Templeton and Franklin Templeton द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Talking Markets w. Franklin Templeton and Franklin Templeton या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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The Agile Brand with Greg Kihlström®
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1 638: What's the ROI on those Big Game Ads? Featuring Nataly Kelly, CMO at Zappi 28:17
28:17
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Much is made about the creative decisions in ads for the Big Game, but how does all that money, those requisite celebrity cameos, and everything else that goes into these multi-million dollar investments translate into Return on investment? Today we’re going to talk about what the numbers tell us from all those high-profile ads and who the winners and losers of the Advertising Bowl are in 2025. To help me discuss this topic, I’d like to welcome Nataly Kelly, CMO at Zappi, who unveiled their annual Super Bowl Ad Success report on Monday. We’re here to talk about the approach, the results, and what those results mean for brands that invested a lot of money - and time - into their campaigns. About Nataly Kelly I help companies unlock global growth For more than two decades, I have helped scale businesses across borders, as an executive at B2B SaaS and MarTech companies. I’m Chief Marketing Officer at Zappi, a consumer research platform. I spent nearly 8 years as a Vice President at HubSpot, a multi-billion-dollar public tech company, driving growth on the international side of the business. Having served as an executive at various tech companies, I’ve led teams spanning many functions, including Marketing, Sales, Product, and International Ops. I’m an award-winning marketing leader, a former Fulbright scholar, and an ongoing contributor to Harvard Business Review. I love working with interesting people and removing barriers to access. RESOURCES Zappi website: https://www.zappi.io/web/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Listen to The Agile Brand without the ads. Learn more here: https://bit.ly/3ymf7hd Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…
Anatomy of a Recession Update: What Is a Recession, Exactly?
Manage episode 376946116 series 1809257
Talking Markets w. Franklin Templeton and Franklin Templeton द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Talking Markets w. Franklin Templeton and Franklin Templeton या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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.
137 एपिसोडस
Manage episode 376946116 series 1809257
Talking Markets w. Franklin Templeton and Franklin Templeton द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Talking Markets w. Franklin Templeton and Franklin Templeton या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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.
137 एपिसोडस
सभी एपिसोड
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Talking Markets with Franklin Templeton
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1 Anatomy of a Recession Update: Less “magnificent” earnings expectations 21:38
21:38
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This month’s “Talking Markets” podcast offers perspective from ClearBridge Investments' Jeff Schulze on tariffs and the US equity complex. And, we review the two individual indicator upgrades that January brought on the Recession Risk Dashboard.
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Talking Markets with Franklin Templeton
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1 Global Investment Management Survey: Outlook on equities and more 23:36
23:36
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Chris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, gives us some key takeaways from the Global Investment Management Survey and his thoughts on US equities.
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Talking Markets with Franklin Templeton
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1 Anatomy of a Recession Update: Can US exceptionalism continue? 22:45
22:45
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पसंद22:45![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
After a period of no indicator upgrades within the Recession Risk Dashboard, there was quite a bit of movement in December. We speak with Jeff Schulze of ClearBridge Investments about these moves and more.
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Talking Markets with Franklin Templeton
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1 Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue? 37:44
37:44
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In this special episode, ClearBridge Investments' colleagues, Jeff Schulze and Josh Jamner, discuss their base case for the US economy and equity markets in 2025.
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Talking Markets with Franklin Templeton
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1 Anatomy of a Recession Update: What we don’t know about tariff plans 26:57
26:57
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With US elections now behind us, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the new political landscape, the potential for higher tariffs on imports and the implications for the US equity market.
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Talking Markets with Franklin Templeton
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1 Anatomy of a Recession Update: The case for economic reacceleration 21:20
21:20
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We speak with Jeff Schulze of ClearBridge Investments about the health of the US consumer and equity market, and get an update on the Recession Risk Dashboard.
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Talking Markets with Franklin Templeton
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1 Anatomy of a Recession Update: Speaking of the election 27:38
27:38
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पसंद27:38![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
With the US presidential election approaching, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the four election outcomes and their potential impact on government spending, tax changes, trade policy and overall the US economy.
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Talking Markets with Franklin Templeton
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1 Anatomy of a Recession Update: Economy’s health holds steady 21:10
21:10
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पसंद21:10![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Jeff Schulze of ClearBridge Investments joins us to give an update on the Recession Risk Dashboard and shares which indicators to keep an eye on for next month. He also provides his perspective on the recent selloffs in the equity market and the potential for some choppiness leading up to the US election.…
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Talking Markets with Franklin Templeton
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1 Anatomy of a Recession Update: Economic growth ahead? 21:06
21:06
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पसंद21:06![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
We speak with Jeff Schulze of ClearBridge Investments about the dramatic improvement within the Recession Risk Dashboard, delving into the individual indicator changes. And, he shares his thoughts on when we may see a Fed rate cut and addresses concerns about US equity valuations.
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Talking Markets with Franklin Templeton
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1 Global Investment Management Survey: Our collective forecast 13:24
13:24
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Chris Galipeau, senior market strategist from the Franklin Templeton Institute joins us to share some key takeaways from the 2024 mid-year release of Franklin Templeton's Global Investment Management Survey.
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Talking Markets with Franklin Templeton
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1 Anatomy of a Recession Update: Profit margins and credit spreads improve 19:54
19:54
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पसंद19:54![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
In May, the Recession Risk Dashboard saw two individual indicator upgrades, including a move from yellow to green. We speak with ClearBridge Investments' Jeff Schulze about the positive momentum we've seen in the dashboard and get his perspective on the current global landscape.
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Talking Markets with Franklin Templeton
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1 Anatomy of a Recession Update: A wait-and-see Fed 21:30
21:30
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पसंद21:30![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Continued progress in the ClearBridge Recession Risk Dashboard saw the wage growth indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his views on what that move could mean for investors, how many Fed rate cuts we may see this year, and the potential market implications of the upcoming US presidential election.…
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Talking Markets with Franklin Templeton
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1 Anatomy of a Recession Update: What's different about this cycle? 23:36
23:36
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पसंद23:36![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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.…
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Talking Markets with Franklin Templeton
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1 Anatomy of a Recession Update: Soft landing chances rise 26:14
26:14
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पसंद26:14![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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 base case for the US economy.…
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Talking Markets with Franklin Templeton
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1 Anatomy of a Recession update: Changes in our dashboard 21:59
21:59
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पसंद21:59![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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.
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