Chris Galipeau
Investment strategist at Franklin Templeton who provides market analysis and research on equities, known for writing a regular newsletter and discussing macro and sector themes.
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Mar 9, 2026 • 40min
Talk Your Book: What's Working in the Stock Market?
Chris Galipeau, investment strategist at Franklin Templeton known for market research and newsletters. He discusses a broadening market leadership beyond tech. Topics include why earnings breadth is widening, software and AI repricing risks, how to separate durable software names from hype, and the case for international equities and potential catalysts for rotation.
