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Today's Talk Your Book is sponsored by Franklin Templeton:
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To hear more from Chris Galipeau and the Franklin Templeton Institute, click here for the latest insights. |
On today’s show, we discuss:
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Franklin Templeton's S&P 500 outlook and the case for broadening beyond mega-cap names
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The AI-driven repricing in software and the challenge of valuing businesses with uncertain terminal value
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The earnings catalysts driving international and small-cap outperformance after 15 years of underperformance
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How AI is driving margin expansion at companies like Walmart without adding headcount
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Why midterm year weakness has historically been a buying opportunity
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The macro conditions that cause bear markets, and why we're not there yet
Animal Spirits:
Charts:




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