Market Matters from New York Life Investments
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.
Podcasting since 2020 • 254 episodes
Market Matters from New York Life Investments
Latest Episodes
Tariff Tuesday (March 31, 2025)
Lauren Goodwin and Julia Hermann have one topic to cover this week: tariffs. Tune in as we dive into the implications of Tariff Tuesday, including near-term impacts on markets and ways investors can adapt their portfolios to peak policy uncerta...
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14:14
Risks vs reality: our take on recent market volatility (March 17, 2025)
Julia Hermann and Michael LoGalbo explore the recent decline in U.S. equities, driven by soaring policy uncertainty, and examine its implications for economic growth and inflation.
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14:55
Are changes in Europe a game changer for investments? (March 10, 2025)
Host Lauren Goodwin is joined by Emile Gagna, Deputy Head of Economic Research at Candriam, to discuss the latest policy announcements in Europe and the economic outlook.
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27:06
What to do when stellar earnings aren’t enough (March 3, 2025)
Last week’s NVIDIA earnings report may have been stellar, but didn’t alleviate investor jitters. Julia Hermann and Michael LoGalbo discuss what last week’s selloff means for portfolios.
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10:00
Private Markets Series: Our latest take on the private markets (February 24, 2025)
This week, Lauren Goodwin and Julia Hermann turn to the private markets, where they see four turning points driving capital allocation. Tune in as they discuss the macroeconomic shifts and megatrends contributing to movements in private markets...
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24:01