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In this episode of The Exchange by EW&L, Tim Whybourne sits down with Jeff Schulz, Head of Economic and Market Strategy at ClearBridge Investments, to discuss the forces shaping the next decade of investing.

Jeff is the architect of ClearBridge’s widely followed Anatomy of a Recession framework, a dashboard tracking key indicators across the U.S. economy to identify shifts in recession risk and market conditions.

Together, they explore whether the Federal Reserve’s cutting cycle is over, if elevated equity valuations are a warning sign or misunderstood, and whether the recent rotation in market leadership has staying power. They also discuss geopolitical tensions, energy security, and whether the world has enough energy infrastructure to support the AI revolution.

The conversation also dives into the long-term implications of artificial intelligence, from its potential impact on unemployment and productivity to whether universal basic income could eventually become reality.

This is a wide-ranging discussion on markets, macro-economics, AI, geopolitics and what the investment landscape could look like over the next 10 years.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.