Market Matters from New York Life Investments

Feb 03 2025 247 ep. 15 mins 11
Market Matters from New York Life Investments Podcast artwork

Hosts Lauren Goodwin and Julia Hermann bring 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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Searching for Black Swans (Part 2) (February 3, 2025)

Feb 03 2025 17 mins  
Lauren Goodwin and Michael LoGalbo are back for round two of our annual Black Swans discussion. From climate risks to maritime threats, tune in for three outside-the-box risks that could most disrupt investor consensus this year.

Searching for Black Swans (Part 1) (January 27, 2025)

Jan 27 2025 18 mins  
It’s Swan Lake week, and Lauren Goodwin and Macro Michael LoGalbo are diving into the unknown. Tune in for the top 4 black swan risks that could disrupt investor consensus.

Biden’s Last Business Day (January 17, 2025)

Jan 17 2025 14 mins  
Lauren Goodwin and Julia Hermann explore the policy changes marking the Biden-Trump transition, focusing on key considerations for investors. These shifts, driven by executive orders and new regulations, primarily address geopolitical and tech issues. Listen to learn more.

Is the 9-to-5 pushing yields to 5%? (January 13, 2025)

Jan 13 2025 16 mins  
Lauren Goodwin and Julia Hermann discuss the strong December 2024 jobs report and the subsequent market reactions, including a decline in equities and a surge in Treasury rates. Listen to learn more including the context from the Fed’s December meeting and implications for future rate cuts.

Our Top 5 Questions for 2025

Jan 06 2025 17 mins  
Julia Hermann and Michael LoGalbo are reporting live from New York Life Investments' National Sales Conference in Phoenix, Arizona sharing the top five questions on investors' minds. Tune in for their economic outlook for 2025, including insights on inflation, Fed cuts, interest rate volatility, and the U.S. equity market.

NYLIM Before Christmas (December 23, 2024)

Dec 23 2024 8 mins  
From a gold-plated rooftop in NYC, we bring festive tidings from Global Market Strategy… Join us for a special holiday episode of Market Matters, where Julia Hermann recites her annual holiday story— a clever twist on the classic that reflects on the year’s market highs and lows.

The bull-bear battles of 2025 (December 16, 2024)

Dec 17 2024 21 mins  
We have lost count of how many years “unprecedented uncertainty” has led annual outlooks, and yet here we are again. The next few months are likely to be a balancing act between a slowing economic impulse and sticky data that keeps the Fed from providing outright stimulus. Lauren Goodwin and Julia Hermann share how they see this balancing act playing out in the four bull-bear b

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.