Anatomy of a Recession Update: Tariffs increase recession odds

11/04/2025 30 min
Anatomy of a Recession Update: Tariffs increase recession odds

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Episode Synopsis

We speak with Jeff Schulze of ClearBridge Investments about the updates in the Recession Risk Dashboard and learn why he believes the odds of a potential recession have increased to 50%. And, he discusses the current position of the Federal Reserve, provides his base case on tariffs and covers how diversification is making a comeback.