Franklin Templeton CEO on SpaceX, Anthropic, Circular Deals & the State of the Market

Podcast: Sourcery · Sourcery with Molly O'Shea

Opublikowano: 2026-10-29

Is AI in a bubble? What happens to circular AI financing deals, and why is one of the world's largest asset managers investing in SpaceX and Anthropic? I sat down with Jenny Johnson, CEO of Franklin Templeton ($1.8T AUM), at the firm's NYC headquarters to discuss today's market conditions, AI valuations, private markets, and the future of investing. We cover: AI Bubble & Circular Deals: AI infrastructure spending, revenue recognition, chip depreciation, and risks in long-term data center financing. SpaceX & Anthropic: Franklin Templeton's late-stage venture investments, the SpaceX IPO, and Elon Musk's...