Market Matters from New York Life Investments
New York Life Investments
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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Episodes
Macro Pulse, Part 2: our latest asset class views (April 22, 2024)
April 22, 2024
Macro Pulse: our latest economic views (April 15, 2024)
April 15, 2024
TikTok, chips, and the U.S.-China tech squabble (April 8, 2024)
April 08, 2024
Did immigration deliver a soft landing? (April 1, 2024)
April 01, 2024
The end of negative rates (March 25, 2024)
March 25, 2024
Inflation: the long slog back to target (March 18, 2024)
March 18, 2024
Thinking through dollar-based returns (March 11, 2024)
March 11, 2024
Off to the races: Super Tuesday and the U.S. Election (March 4, 2024)
March 04, 2024
The Magnificent 1? (February 26, 2024)
February 26, 2024
China: de-risk, or de-couple? with MacKay Shields (February 12, 2024)
February 12, 2024
Stepping out of cash with MacKay Shields (February 5, 2024)
February 02, 2024
Fed pivot purgatory (January 29, 2024)
January 29, 2024
Swan Lake 2024 (Part 2) (January 22, 2024)
January 22, 2024
Swan Lake: Risks that could disrupt consensus in 2024, part 1 (January 15, 2024)
January 15, 2024
Questions for 2024 (January 8, 2024)
January 05, 2024
Our holiday ode to the markets (December 18, 2023)
December 18, 2023
Yuletide yields (December 11, 2023)
December 11, 2023
2024 outlook: choose your own adventure (December 4, 2023)
December 04, 2023
What’s changed, what hasn’t, what’s next (November 27, 2023)
November 27, 2023
Hoarders: can U.S. corporations keep the labor market together? (November 13, 2023)
November 13, 2023
Your guide to investing in an election year (November 6, 2023)
November 06, 2023
Anatomy of a bear steepener (October 30, 2023)
October 30, 2023
The oil shock playbook (October 23, 2023)
October 23, 2023
Preparing your portfolio for unforeseeable shocks, with special guest Alexandra Russo (October 16, 2023)
October 13, 2023
Don’t forget the fiscal (October 9, 2023)
October 09, 2023
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