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 • 280 episodes
Market Matters from New York Life Investments
Latest Episodes
Two fallen governments, one common problem (October 13, 2025)
This week on Market Matters, Julia Hermann breaks down two sets of market-moving political events – France’s government reshuffle and Japan’s leadership shift – and what they mean for sovereign yield curve behavior.
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16:24
How a U.S. government shutdown hits the desk, and the outlook (October 6, 2025)
The U.S. government has shut down, furloughing federal workers and halting key economic data releases. Julia Hermann and Sarah Hirsch discuss how the data blackout complicates the Fed’s October 28–29 meeting and what it means for markets. ...
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18:37
Investment themes for a changing world order (September 29, 2025)
What does a new era of security-first economics mean for investors? Julia Hermann and Michael LoGalbo break down this element of a broader geopolitical regime shift – diving into current events in Eastern Europe as a prime example.
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16:49
Cut, pause, repeat: the impact of sporadic easing on the economy and markets (September 22, 2025)
After a nine-month pause, the Fed has resumed an easing cycle. Lauren Goodwin and Sarah Hirsch explain why this will be the start of a sporadic, not sustained, easing cycle, and how that shapes the outlook for the economy and markets goi...
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17:13