Everyone is Too Bearish as Earnings March Higher | Chris Galipeau

Interview recorded - 13th of October, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on Chris Galipeau. Chris is the Head Market Strategist for the Franklin Templeton Institute with 34 years of investment management experience.During our conversation we spoke about his current overview of the economy, US economic resilience, company margins, the deficit problem, FED policy, sectors Chris is watching and more. I hope you enjoy!0:00 - Introduction1:52 - Overview of the economy and markets?3:35 - US Economy resilience5:04 - Concentration6:40 - Company margins7:50 - Key data10:55 - Real yields?12:15 - Deficit15:18 - FED policy21:44 - Sectors Chris is watching27:55 - One message to takeaway?Chris is the Head Market Strategist for the Franklin Templeton Institute. In this role, he is responsible for research generation on markets and communicating our views and opinions to Franklin Templeton's clients worldwide. He has 34 years of investment management experience including quantitative and fundamental analysis on both the sell side and the buy side, largely focused on equities. Chris has been an analyst, a portfolio manager, and a director of equity research. As President of a globally recognized sell side research firm, we were recognized as the number one ranked research firm in the United States in 2002 by Money Magazine / CNN based on performance of our recommendations. Chris Galipeau - LinkedIn - https://www.linkedin.com/in/chrisgalipeau/Market Desk - https://www.linkedin.com/newsletters/from-the-us-market-desk-7393655546886643712/WTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas