
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.
Episodes
254 episodes
Tariff Tuesday (March 31, 2025)
Lauren Goodwin and Julia Hermann have one topic to cover this week: tariffs. Tune in as we dive into the implications of Tariff Tuesday, including near-term impacts on markets and ways investors can adapt their portfolios to peak policy uncerta...
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14:14

Risks vs reality: our take on recent market volatility (March 17, 2025)
Julia Hermann and Michael LoGalbo explore the recent decline in U.S. equities, driven by soaring policy uncertainty, and examine its implications for economic growth and inflation.
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14:55

Are changes in Europe a game changer for investments? (March 10, 2025)
Host Lauren Goodwin is joined by Emile Gagna, Deputy Head of Economic Research at Candriam, to discuss the latest policy announcements in Europe and the economic outlook.
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27:06

What to do when stellar earnings aren’t enough (March 3, 2025)
Last week’s NVIDIA earnings report may have been stellar, but didn’t alleviate investor jitters. Julia Hermann and Michael LoGalbo discuss what last week’s selloff means for portfolios.
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10:00

Private Markets Series: Our latest take on the private markets (February 24, 2025)
This week, Lauren Goodwin and Julia Hermann turn to the private markets, where they see four turning points driving capital allocation. Tune in as they discuss the macroeconomic shifts and megatrends contributing to movements in private markets...
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24:01

Inflation on the accelerator (February 17, 2025)
Lauren Goodwin and Julia Hermann dive into the latest inflation figures that shook the market - briefly. Listen for a comprehensive breakdown of the data and its implications for investors.
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18:54

Dealing with market disruptions (February 10, 2025)
Lauren Goodwin and Julia Hermann dive into two major market disruptions: the DeepSeek AI model that shook investor confidence in U.S. tech dominance and the tariff announcements on Canada, Mexico, and China.
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19:59

Searching for Black Swans (Part 2) (February 3, 2025)
Lauren Goodwin and Michael LoGalbo are back for round two of our annual Black Swans discussion. From climate risks to maritime threats, tune in for three outside-the-box risks that could most disrupt investor consensus this year.
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17:33

Searching for Black Swans (Part 1) (January 27, 2025)
It’s Swan Lake week, and Lauren Goodwin and Macro Michael LoGalbo are diving into the unknown. Tune in for the top 4 black swan risks that could disrupt investor consensus.
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18:42

Biden’s Last Business Day (January 17, 2025)
Lauren Goodwin and Julia Hermann explore the policy changes marking the Biden-Trump transition, focusing on key considerations for investors. These shifts, driven by executive orders and new regulations, primarily address geopolitical and tech ...
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14:10

Is the 9-to-5 pushing yields to 5%? (January 13, 2025)
Lauren Goodwin and Julia Hermann discuss the strong December 2024 jobs report and the subsequent market reactions, including a decline in equities and a surge in Treasury rates. Listen to learn more including the context from the Fed’s December...
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16:17

Our Top 5 Questions for 2025
Julia Hermann and Michael LoGalbo are reporting live from New York Life Investments' National Sales Conference in Phoenix, Arizona sharing the top five questions on investors' minds. Tune in for their economic outlook for 2025, including insigh...
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17:24

NYLIM Before Christmas (December 23, 2024)
From a gold-plated rooftop in NYC, we bring festive tidings from Global Market Strategy… Join us for a special holiday episode of Market Matters, where Julia Hermann recites her annual holiday story— a clever twist on the classic th...
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8:33

The bull-bear battles of 2025 (December 16, 2024)
We have lost count of how many years “unprecedented uncertainty” has led annual outlooks, and yet here we are again. The next few months are likely to be a balancing act between a slowing economic impulse and sticky data that keeps the Fed from...
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21:00

Views from the road (December 9, 2024)
In just this past month, Lauren Goodwin and Julia Hermann have spent time with investors across various political climates in the U.S., road-showed in the Middle East, and fielded questions from Europe, Japan, and Korea. This episode peels back...
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21:00

What’s next for the AI trade (December 2, 2024)
Lauren Goodwin and Julia Hermann take a fresh look at the AI trade, evaluating both its promises and pitfalls. As investors set their sights on 2025, navigate tax considerations, and anticipate the tech policies of the incoming Trump administra...
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16:14

The Trump Trades: Fade or Follow? (November 18, 2024)
It’s been a couple weeks since the U.S. election, and the market is buzzing with post-election “Trump trades”. Lauren Goodwin and Julia Hermann break down which ones to follow and which to fade on the latest Market Matters.
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16:34

Ballots, Bulls, and Bears: Trumped-Up Markets (November 11, 2024)
The results are in. Donald Trump won the 2024 Presidential election, and Republicans have taken control of both the Senate and the House of Representatives. What does it mean for investors? Which of the week’s market moves are likely here to st...
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36:04

Ballots, Bulls, and Bears: Policy continuity (November 4, 2024)
As election week unfolds and uncertainty fills the air, one question stands out: what policies are least at risk of change? Lauren Goodwin and Michael LoGalbo explore three key areas that are expected to remain steady this week on Market Matter...
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10:44

Rates back on the rise (October 28, 2024)
Why are interest rates rising after a Fed cut? Is it all about the election – and what are the implications on long-term rates? Lauren Goodwin and Julia Hermann talk through each of these questions this week on Market Matters.
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12:26

Ballots, Bulls and Bears: global allocation with Nadège Dufossé (October 21, 2024)
The U.S. election may be decided by U.S. citizens, but its impact will be felt by a far larger base. Nadège Dufossé, Global head of Multi-Asset at Candriam, joins host Lauren Goodwin to discuss the global implications of any potential policy ch...
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13:00

The moderate, middling, muddle-through economy (October 14, 2024)
The economic scene is shifting, and so is the team’s outlook. Join Lauren Goodwin, Julia Hermann, and Michael LoGalbo as they unravel the Fed’s interest rate cuts and their impacts on the economy.
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20:07

Ballots, Bulls and Bears: Tax policy and municipal bonds (October 7, 2024)
The 2017 Tax Cuts and Jobs Act included tax cuts for households that are set to expire in 2025. How might tax policy evolve, and what does it mean for investors? Scott Sprauer of MacKay Municipal Managers joins host Lauren Goodwin to discuss al...
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18:08
