About this episode
The economy looks okay – retailers say otherwise.
The BIG Beautiful bill is on its way through the sausage factory.
Spec Tech (like quantum stocks) still in rally mode.
Guest: Tom Nelson, Franklin Templeton Funds
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.
He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of
