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 • 297 episodes
Market Matters from New York Life Investment Management
Latest Episodes
Is broader better? (March 16, 2026)
Markets have broadened so far in 2026, but broader doesn’t necessarily mean better. In the latest episode of Market Matters, Lauren Goodwin and Julia Hermann unpack why broader market performance may not be sustainable if market leadership turn...
•
16:48
Macro Pulse: the cycle extends but volatility returns (March 9, 2026)
The year has started with a tug-of-war between resilient growth and rising policy risk, and the path forward for markets will likely continue to be punctuated by event risk. In this Macro Pulse update, Julia Hermann and Michael LoGalbo discuss ...
•
19:29
There is no place like (an affordable) home (March 2, 2026)
There’s no place like home, but for many Americans, homeownership feels further out of reach than ever. In this episode of Market Matters, Julia Hermann and Sarah Hirsch unpack why affordability feels so strained, how decades of housin...
•
13:29
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