Global perspectives and local insights from our investment teams. © 2023 Franklin Templeton https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info
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The Tao of Chao Podcast focuses on contemporary issues, regulations and class action cases impacting pension and defined contribution retirement plan fiduciaries. Philip Chao and his guests will discuss relevant issues that a plan fiduciary should pay attention to and how such challenges are relevant in operating their retirement plans while serving in the sole interest of participants and beneficiaries.
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Fundamentals of the internet-native economy. The world's most valuable companies are born during major platform shifts. We demystify crypto to help you filter the noise.
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A weekly podcast about investing. Join us as we chat with the top investors from the Invstr community and get their insights for how you can crush your investing goals and get in the green.
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Diversifying for Success with Philip Chao & Bryan Moore | Tao of Chao 22
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In this episode of The Tao of Chao podcast, host Philip Chao switches roles and becomes the guest as he sits down with Bryan Moore for a deep dive into discretionary investment management and the importance of diversification. Philip shares insights into his work advising institutions, including the nuances of behavioral finance and portfolio manag…
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Exploring Arbitrum Stylus, Orbit, and Nitro: An Interview with Steven Goldfeder
58:04
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In this episode, we’re joined by Steven Goldfeder, Co-Founder and CEO of Offchain Labs, the team behind Arbitrum. We discuss the launch of Arbitrum Stylus, which significantly broadens the blockchain developer ecosystem by enabling the creation of smart contracts in programming languages that compile to WASM, such as Rust, C, C++, and many others. …
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Anatomy of a Recession Update: Speaking of the election
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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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Navigating Asset Tokenization with Securitize | Interview with Carlos Domingo
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In this episode, we're joined by Carlos Domingo, Co-Founder and CEO of Securitize – a financial services platform that specializes in the tokenization of real-world assets. We dive into the world of asset tokenization, starting with Securitize’s journey from its founding to its role today as a leader in the space. We break down our framework for as…
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Exploring Immigration and Migration Policies with Dr. Andrew Selee | Tao of Chao 21
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Join us as we sit down with Dr. Andrew Selee, president of the Migration Policy Institute, to discuss the complexities of immigration and migration policies globally, with a special focus on the United States, Latin America, and the Caribbean. Dr. Selee shares insights from his extensive research, the current state of migration, and the impact of i…
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Anatomy of a Recession Update: Economy’s health holds steady
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21:10
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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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Macro Trends and Digital Asset Strategies with Jamie Coutts from Real Vision | Token Terminal
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In this episode, we’re joined by Jamie Coutts, Chief Crypto Analyst at Real Vision – a financial knowledge and education platform founded in 2014. They share honest financial insights from the smartest industry experts, along with time-efficient market tools, an AI concierge, charting, note-taking, and access to a powerful community of like-minded …
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AggLayer: Polygon's Vision for the Internet of Value | Interview with Sandeep Nailwal & Marc Boiron
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In this episode, we're joined by Sandeep Nailwal and Marc Boiron from Polygon. We discuss the notion of prediction markets and their increasing relevance in the crypto space, driven by the success of Polymarket. We then focus on both the technological and economic aspects of the evolving blockchain landscape, highlighting AggLayer, Polygon’s soluti…
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The Importance of Fiduciary Responsibilities w/ Todd Levy | Tao of Chao 20
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In the 20th episode of the Tao of Chao podcast, host Philip Chao sits down with Todd Levy, a Managing Director with The Retirement Plan Company, one of the country’s leading independent providers of account recordkeeping, third-party administration, and actuarial services for qualified retirement plans. They analyze the intricate world of fiduciary…
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TON: Pantera's Largest Investment Ever | Interview With Cosmo Jiang
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In this episode, we’re joined by Cosmo Jiang, Portfolio Manager at Pantera Capital to discuss the details behind Pantera’s largest investment ever, into The Open Network – or TON – the Layer 1 network originally designed by Telegram. We speak about Pantera's long-term approach to fundamentals-based investing, and walk through their typical deal sou…
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Anatomy of a Recession Update: Economic growth ahead?
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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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Macro Trends, ETFs, Smart Contract Platforms, and Crypto Fundamentals: A Conversation with Grayscale
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In this episode of the Fundamentals Podcast, we’re joined by Zach Pandl, the Head of Research at Grayscale. Zach talks about his career transition from Wall Street to the crypto industry, the compelling reasons behind his move, and his role at Grayscale. Zach outlines the potential of digital assets, driven by large addressable markets, network tec…
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Global Investment Management Survey: Our collective forecast
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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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Nibiru Chain – Tech Innovations, Developer Tools, and Ecosystem Growth | Fundamentals ep.90
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In this episode, we're joined by Unique Divine – Co-Founder and CEO of Nibiru Chain – to dive into the general-purpose L1 blockchain featuring superior throughput potentially exceeding 40k TPS. The discussion covers its core value propositions, including the use of WASM smart contracts, the upcoming high-performance EVM execution layer, and optimiz…
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The American Manufacturing Renaissance with Michael Underhill | Tao of Chao 19
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Michael Underhill, a trained economist, investment strategist, and investor in the infrastructure space, emphasizes the urgency of two crucial policy areas for the future — energy and immigration. Michael and Philip Chao stress the need for a comprehensive energy policy to prepare for increased energy dependence and a coherent immigration policy to…
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Anatomy of a Recession Update: Profit margins and credit spreads improve
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19:54
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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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Franklin Templeton's Approach to Digital Assets | Interview with Christopher Jensen
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In this episode, we’re joined by Christopher Jensen, Director of Digital Asset Research at Franklin Templeton. We speak about Franklin Templeton's fundamentals-driven approach to digital asset investments research, and internal analysis to understand protocols, tokens, and value accrual. Our conversation also touches on client demand, institutional…
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The Power of Onchain: Updating the System with Jesse Pollak, Creator of Base
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In this episode, we’re joined by Jesse Pollak, the Creator of Base. Our conversation dives into the details behind moving Coinbase onchain, building Base as a ‘company within a company’, and combining the strengths of Coinbase and Optimism to create a global onchain economy. We speak about Base’s lean and engineering-driven team structure, the purp…
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Understanding Market Cycles and Macroeconomic Themes: Insights from Franklin Templeton's Experts | Tao of Chao 18
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If you are a student of the market and interested in gaining insights into the cyclical and secular landscape, topics that are highly relevant in today's economic climate, please tune in to this episode of Tao of Chao. The world is always uncertain, and Dr. Onsel Gulbiten offers her view on inflation, interest rate risks, and geopolitical challenge…
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Analyzing the evolving blockchain landscape with VanEck – Interview with Matthew Sigel
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Our recent conversation with Matthew Sigel, Head of Digital Assets Research at VanEck, covers the state of Bitcoin ETFs, the growth of the broader Bitcoin ecosystem, understanding value accrual, differences in VanEck’s valuation models for Ethereum and Solana, the pros and cons of onchain data, key line items in blockchain P&Ls, and more. VanEck is…
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Anatomy of a Recession Update: A wait-and-see Fed
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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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The Power of Personalization in Retirement Planning with Shawn O’Brien | Tao of Chao 17
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“Personalization” in defined contribution retirement arrangements such as 401(k), 403(b), and 457 plans continues to gain momentum. This is not a fad or a marketing slogan. It is real and does improve outcomes. One way or another, personalization has seeped into our lives by suggesting entertainment, improving comfort in automobiles, saving time in…
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Anatomy of a Recession Update: What's different about this cycle?
23:36
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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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Bitwise – The world's largest crypto index fund manager | Fundamentals ep. 86
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In this episode of the Fundamentals podcast, we’re joined by Ryan Rasmussen, Senior Crypto Research Analyst at Bitwise – The world's largest crypto index fund manager. Make sure to leave a comment if you have any questions 🙌12 Real-World Stories of How Millions of People Are Using Crypto Services Today: https://bitwiseinvestments.com/crypto-market-…
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Bloomberg x Token Terminal: Onchain Data and Its Role in Investment Analysis | Webinar
31:47
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Tune in as Bloomberg and onchain data provider Token Terminal explore the relatively uncharted territory of onchain data. The team will talk about the sources and interpretation of this emerging form of financial data, it's unique characteristics, and how it fits into investor analysis.Participants can expect to depart the 30-minute webinar with a …
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Examining Proposed Changes to The Fiduciary Rule with Kevin Walsh | Tao of Chao 16
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The Department of Labor has once again proposed changes to The Fiduciary Rule to expand fiduciary application to those selling investing products and delivering advice to retirement plans. Kevin Walsh, a legal expert in this matter joins Philip Chao to discuss the reasons behind the push and what the DOL is trying to accomplish. There is no questio…
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Anatomy of a Recession Update: Soft landing chances rise
26:14
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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 bas…
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The Impact of Cultural Differences on Leadership Success with Joy Chen | Tao of Chao 15
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Chinese Americans quickly learn that there are cultural differences between the Eastern and Western business worlds. Today's guest is our bridge between the two. In this podcast episode, Philip Chao interviews Joy Chen, CEO of the Multicultural Leadership Institute. They discuss the importance of cross-cultural communication and the impact of cultu…
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LayerZero – Diving into V2 | Fundamentals ep.85
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In this episode of the Fundamentals podcast, we’re joined by Bryan Pellegrino, the Co-Founder and CEO of LayerZero Labs – the team behind the LayerZero – an interoperability protocol that connects blockchains (50+ and counting).In this episode with Bryan, we discuss what LayerZero's core value proposition is, and why interoperability is important f…
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Anatomy of a Recession update: Changes in our dashboard
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21:59
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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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Tezos – Tech, traction, challenges, vision, XTZ, and more with Co-Founder Arthur Breitman | ep.85
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In today’s episode, we’re joined by Arthur Breitman, the Co-Founder of Tezos, a layer 1 blockchain. In this episode, we focus on what sets Tezos apart from other blockchains on the market, and how they stack up in terms of performance, network activity, economics, and more. We speak about the network's current use cases, and vision for the future.A…
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Investing in Bitcoin ETFs - learn from Franklin Templeton's Experts
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Join us to hear why investing in Bitcoin ETF's is all the rage. Get the insights with one of world's largest asset managers, Franklin Templeton, and their experts on ETF's and Digital Assets, David Mann, and Sandy Kaul. They launched their spot Bitcoin ETF in January and explain why it is convenient and easy to get the exposure to this popular asse…
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zkSync & the layer 2 blockchains market sector – a data-driven analysis | Token Terminal
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In this episode of the Fundamentals podcast, I’m joined by Michael Nadeau, a crypto data and research analyst, and founder of the DeFi report. In this episode with Michael, we explore his recent report on zkSync, and dive into the breadth of data available on Token Terminal to assess its position within the market. We discuss the impressive growth …
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Anatomy of a Recession Update: New Year, New Dynamic
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As 2024 kicks off, we sit down with ClearBridge Investment's Jeff Schulze for an update on the Recession Risk Dashboard that has recently seen some indicator moves from red to yellow, and learn whether recent US economic and labor data has impacted his views on the likelihood of a soft landing.
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Manta Network – Modular innovation, Celestia DA, ZK apps, New Paradigm, and more | Fundamentals ep.84
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In today’s episode, we’re joined by Kenny Li, the Co-Founder of Manta Network, the modular ecosystem for ZK applications. Manta offers two networks, Manta Pacific, the first EVM-equivalent ZK-application platform that is scalable and secure through Celestia DA and Polygon zkEVM - and Manta Atlantic which is a ZK L1 chain on Polkadot.In this episode…
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MarketVector™ – Digital asset indexing & the Fundamental Index Suite | Fundamentals ep.83
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In this episode, we’re joined by Martin Leinweber, Digital Asset Strategist at MarketVector, for an insightful discussion on digital asset indexing. MarketVector and Token Terminal have been working together to provide institutions, advisors, and investors with access to investable products that track the breadth of data available in web3 and on bl…
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Uniswap Foundation – Innovation, developers, v4, decentralization, LPs, & more | Fundamentals ep.82
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In this episode, we're joined by Devin Walsh, Co-Founder of the Uniswap Foundation. We dive into the Uniswap ecosystem, discussing the Foundation’s mission, its short- and long-term goals, and how the Uniswap Foundation is allocating capital via grants.We speak about the significance of Uniswap V4, and Hooks, the protocol pushes forward in becoming…
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How Sui achieves +270k TPS: tech, traction, KPIs, building for mass adoption & more | Fundamentals ep.81
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In this episode, were joined by Adeniyi, the Co-Founder and CPO of Mysten Labs – the team behind the Sui blockchain. We dive into the intricacies of the Sui blockchain and how it is designed to achieve unprecedented levels of scalability and user experience. We explore Sui's unique technical architecture, their focus on user-centered product design…
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Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24
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A review of recent US inflation data, the Recession Risk Dashboard, and thoughts on if we've reached the peak in the fed funds rate. Join us for this conversation with Jeff Schulze of ClearBridge Investments.
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Demystifying web3 gaming with Shima Capital – trends, challenges, opportunities | Fundamentals ep.80
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In this episode, we’re joined by Alex Wettermann, the Head of Gaming at Shima Capital – an early stage VC firm investing in disruptive web3 companies. Alex gives us an overview of the current state of the web3 gaming market, and walk us through the key trends, challenges and potential opportunities within the space. Alex highlights the importance o…
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Investing in DeFi with Re7 Capital: yield, risk management, data, valuation | Fundamentals ep.79
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In today's episode, we’re joined by Evgeny Gokhberg – the founder of Re7 Capital – a fund that specializes in DeFi R&D and liquid crypto investment strategies. We delve into the vast arena of DeFi, exploring everything from generating yield to managing risks. We discuss the intrinsic value of crypto, how investors should approach valuing multidimen…
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Strategic Foresight with Peter Scoblic | Tao of Chao 14
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Welcome to Tao of Chao, where we explore some of the most important topics in finance and economics. Join Philip Chao as he welcomes Peter Scoblic to explore the fascinating world of strategic foresight. Peter is the co-founder, and principal of Event Horizon Strategies. Peter is also a professor at Georgetown University and Harvard’s Development P…
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RockawayX – Value accrual, modular vs. monolithic blockchains, industry trends & pain points | ep.78
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In this episode, we’re joined by Viktor Fischer, the Founder and CEO of RockawayX – a product VC building and investing in the Web3 space. Over the next hour, we dive into the details around the current state of the crypto market, RockawayX's unique position as builders, and users, in addition to being investors. We speak about the differences betw…
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Fantom – value proposition, new tech stack (Sonic), economics, overcoming challenges & more | ep.77
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In this episode of the Fundamentals podcast, Michael Kong, CEO/CIO of the Fantom Foundation, discusses the unique value proposition of Fantom within the blockchain landscape, its core technology, and approach to achieving scalability. We explore the structure of the blockchain market sector, how Michael sees it developing, and where Fantom fits int…
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Anatomy of a Recession Update: How Long Will Consumers Keep Spending?
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We speak with ClearBridge Investments’ Jeff Schulze about a topic on many investor's minds: the 10-year US Treasury yield and the path of monetary policy. He also shares his views on the latest US retail sales data and whether the consumer resilience will last into 2024.
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The Ethereum Investment Framework: History, tech, economics, ETH price targets, and more!
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45:41
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On this episode of the Fundamentals podcast, we welcome back Michael Nadeau, who runs the DeFi Report, to deepen our understanding of valuing blockchain networks. Michael has been working on deep-diving into this topic for several years and has recently published the 'Ethereum Investment Framework'. He discusses why he was inspired to create the fr…
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Defining Central Bank Digital Currency (CBDC) with Elliot Hentov | Tao of Chao 13
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Welcome to Tao of Chao, where we explore some of the most important topics in finance and economics. Join Philip Chao as he welcomes Elliot Hentov back for an important discussion on Central Bank Digital Currency (CBDC). Elliot is the head of macro policy research and chief geopolitical strategist at State Street Global Advisors, so he's got a uniq…
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The state of zkSync: scaling, security, UX, traction, challenges, financials | Fundamentals ep.75
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In this episode of the Fundamentals podcast, we’re joined by Alex, the Co-Founder and CEO of Matter Labs – the engineering team behind zkSync – a Layer-2 blockchain protocol that scales Ethereum with zero knowledge technology.In this episode with Alex, we discuss what zkSync’s core value proposition is, and why zero-knowledge proofs are the most vi…
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Strategic Insights on Private Credit Investing with Alona Gornick
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Welcome to Tao of Chao! Join us for this episode where Philip Chao sits down with Alona Gornick, managing director, senior investment strategist, and co-head of the Chicago office for Churchill Asset Management. Tune in as they discuss private credit and hear Alona's insights on this powerful complement to traditional fixed-income strategies. Don't…
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