Market Matters from New York Life Investment Management
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 Investment Management.
Podcasting since 2020 • 294 episodes
Market Matters from New York Life Investment Management
Latest Episodes
Thoughts from the road (February 17, 2026)
Markets are moving fast in 2026, and investor sentiment is shifting with them. In this episode of Market Matters, Julia Hermann and Sarah Hirsch share insights from their recent travels, highlighting how rising volatility, geopolitical headline...
•
15:13
Extending the cycle: growth and opportunity across private markets (February 9, 2026)
Private markets are entering 2026 with renewed momentum. Lauren Goodwin and Sarah Hirsch preview the 2026 Global Private Markets Outlook, sharing their outlook across private markets asset classes and highlighting where investors may find resil...
•
12:19
Searching for Black Swans in 2026 (Part 1) (February 2, 2026)
In this episode of Market Matters, Lauren Goodwin and Michael LoGalbo explore four black swan scenarios from the 2026 Swan Lake report, including disruptions to U.S. public economic data, a potential U.S. state split, political upheaval in East...
•
21:03
Two economies, one headline: the implications of a K-shaped economy (January 26, 2026)
Headline economic data can look steady, even when real strain exists beneath the surface. On Market Matters, Julia Hermann and Michael LoGalbo break down the K-shaped economy, examining who is driving U.S. growth, how wealth effects are shaping...
•
14:02