Market Matters from New York Life Investments

Dec 09 2024 240 ep. 15 mins 12
Market Matters from New York Life Investments Podcast artwork

Host Lauren Goodwin brings a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investments.

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Views from the road (December 9, 2024)

Dec 09 2024 21 mins  
In just this past month, Lauren Goodwin and Julia Hermann have spent time with investors across various political climates in the U.S., road-showed in the Middle East, and fielded questions from Europe, Japan, and Korea. This episode peels back the curtain to explore the similarities (and differences) in investor viewpoints from around the world – and what they mean for asset all

What’s next for the AI trade (December 2, 2024)

Dec 02 2024 16 mins  
Lauren Goodwin and Julia Hermann take a fresh look at the AI trade, evaluating both its promises and pitfalls. As investors set their sights on 2025, navigate tax considerations, and anticipate the tech policies of the incoming Trump administration, we dive into a key question: what lies ahead for the AI trading landscape?

The Trump Trades: Fade or Follow? (November 18, 2024)

Nov 19 2024 16 mins  
It’s been a couple weeks since the U.S. election, and the market is buzzing with post-election “Trump trades”. Lauren Goodwin and Julia Hermann break down which ones to follow and which to fade on the latest Market Matters.

Ballots, Bulls, and Bears: Trumped-Up Markets (November 11, 2024)

Nov 11 2024 36 mins  
The results are in. Donald Trump won the 2024 Presidential election, and Republicans have taken control of both the Senate and the House of Representatives. What does it mean for investors? Which of the week’s market moves are likely here to stay? Lauren Goodwin, Julia Hermann, and Michael LoGalbo cover it all.

Ballots, Bulls, and Bears: Policy continuity (November 4, 2024)

Nov 04 2024 10 mins  
As election week unfolds and uncertainty fills the air, one question stands out: what policies are least at risk of change? Lauren Goodwin and Michael LoGalbo explore three key areas that are expected to remain steady this week on Market Matters.

Rates back on the rise (October 28, 2024)

Oct 28 2024 12 mins  
Why are interest rates rising after a Fed cut? Is it all about the election – and what are the implications on long-term rates? Lauren Goodwin and Julia Hermann talk through each of these questions this week on Market Matters.

Ballots, Bulls and Bears: global allocation with Nadège Dufossé (October 21, 2024)

Oct 28 2024 13 mins  
The U.S. election may be decided by U.S. citizens, but its impact will be felt by a far larger base. Nadège Dufossé, Global head of Multi-Asset at Candriam, joins host Lauren Goodwin to discuss the global implications of any potential policy change.

The moderate, middling, muddle-through economy (October 14, 2024)

Oct 14 2024 20 mins  
The economic scene is shifting, and so is the team’s outlook. Join Lauren Goodwin, Julia Hermann, and Michael LoGalbo as they unravel the Fed’s interest rate cuts and their impacts on the economy.

Ballots, Bulls and Bears: Tax policy and municipal bonds (October 7, 2024)

Oct 07 2024 18 mins  
The 2017 Tax Cuts and Jobs Act included tax cuts for households that are set to expire in 2025. How might tax policy evolve, and what does it mean for investors? Scott Sprauer of MacKay Municipal Managers joins host Lauren Goodwin to discuss all things tax policy and tax efficiency for investors.

Ballots, Bulls, and Bears: the view from Washington (September 30, 2024)

Sep 30 2024 24 mins  
This episode shares the political landscape ahead of the 2024 U.S. election with Jon Paone and Kerry Cole, members of New York Life Insurance Company’s Office of Government Affairs.