Market Matters from New York Life Investment Management
The Global Market Strategy team 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 Investment Management.
Podcasting since 2020 • 301 episodes
Market Matters from New York Life Investment Management
Latest Episodes
Credit and conflict: the stories moving markets
Markets have been moving quickly. In this week’s Market Matters, Julia Hermann and Sarah Hirsch break down how Iran, inflation, and private credit are driving the macro narrative, and what that means for growth, policy, and portfolios. &n...
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15:10
Macro Pulse: macro spillovers from the Strait (April 6, 2026)
Geopolitical tensions are moving into the core macro outlook, with energy markets, inflation, and policy all increasingly interconnected. Tune in as Julia Hermann and Michael LoGalbo break down how their base case has evolved and what it means ...
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16:00
Great power politics in action (March 30, 2026)
Geopolitical risk is moving from the background to the foreground for investors. In this episode, Julia Hermann and Michael LoGalbo explore how great power politics is changing the global economic order –and why this shift, seen in Iran and bey...
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18:47
Conflict in Iran: the Strait of Hormuz closure and wider economic shock (March 24, 2026)
Markets have remained relatively calm, but the U.S. conflict with Iran has raised the stakes for the global economy. In this episode, Lauren Goodwin and Michael LoGalbo break down what disruption in the Strait of Hormuz could mean for the U.S. ...
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15:46