Market Matters from 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.
Episodes
229 episodes
Ballots, Bulls and Bears: what’s at stake in the U.S. election, and who could win (September 16, 2024)
The first debate between Donald Trump and Kamala Harris has investors talking about what’s at stake in the U.S. election and who could win. Host Lauren Goodwin welcomes Jeff Bush of the Washington Update for his take on all things politics.&nbs...
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23:06
Private markets series: Real estate turning points with Tristan and NYL Real Estate Investors (September 9, 2024)
Commercial real estate has been in the news for its risks – related to office space – but interest rate turning points may be creating a generational opportunity for allocation. Simon Martin of Tristan Capital Partners and Thomas O’Hanlon of NY...
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29:28
Private markets series: Private credit with Kartesia and Apogem Capital (September 2, 2024)
Investors have flocked to private credit as higher interest rates meant higher yield. Now, with interest rates moving lower, credit managers are looking for differentiated sources of value add. Host Lauren Goodwin speaks with Patrick Koeh...
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27:42
Private markets series: the private equity landscape with Apogem Capital (August 26, 2024)
Private equity has been at a standstill for the last several quarters, but is that changing? Louise Smith of Apogem Capital joins host Lauren Goodwin to discuss the private equity landscape: capital conditions, opportunities, risks, and allocat...
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32:04
Private markets series: The democratization of private markets with Bow River Capital (August 19, 2024)
Private markets are now accessible by retail investors, but is it a good thing? Jeremy Held of Bow River Capital joins host Lauren Goodwin to discuss the democratization of alts, associated risks, potential opportunities, and how investors can ...
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24:14
Private markets series: our capital markets outlook (August 12, 2024)
Introducing: a new Global Private Markets Outlook from New York Life Investments. Lauren Goodwin shares how changes in the economy and capital markets are disrupting – and opening – this space. This episode is the first in a series of episodes ...
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17:04
Medal worthy? Q2 earnings season (August 5, 2024)
Q2 earnings season is underway... what will it take to make the podium, and where are the disappointments? Julia Hermann and Michael LoGalbo commentate on this competition from the sidelines.
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9:32
2024 U.S. election: Policy, not politics (July 29, 2024)
The 2024 election season is already shaping up to be one of the wildest in history. With three and a half months until election day, Lauren Goodwin and Michael LoGalbo share how investors can stay about the noise and focus on policy, not politi...
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15:03
What small caps have to do with our recession view (July 22, 2024)
It’s midyear Macro Pulse time! Lauren Goodwin, Julia Hermann, and Michael LoGalbo share their midyear outlook, including an updated economic view, thoughts on the Fed, why small caps are rallying, and their best allocation ideas.
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13:46
Prepare to (Fed) Pivot (July 15, 2024)
Our Fed cut checklist has been valuable tool for gauging this Fed's patient policy. For the last two years, only one of our four conditions was met. Now, others are falling in line. Lauren Goodwin and Julia Hermann discuss how recent data may f...
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13:34
Across the pond: summer election readout (July 8, 2024)
France and the UK have gone to the polls – with stakes that feel similar, but diverging market reactions. Lauren Goodwin and Julia Hermann discuss the lessons for investors on both sides of the pond.
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11:01
New frontiers in AI: in conversation with Alex Cook
Lauren Goodwin hosts Alex Cook, Head of Strategic Capabilities at New York Life, as they explore how artificial intelligence is ushering in transformation at New York Life. They focus on AI’s practical applications, ethical considerations, and ...
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20:40
Investments in AI infrastructure with Simon Martin (June 17, 2024)
The infrastructure required to enable the AI boom is daunting – and presents investment opportunities across the real estate spectrum. Julia Hermann hosts Simon Martin, Chief Investment Strategist at Tristan Capital Partners, to explore the nex...
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16:06
Venturing into AI with Joel Albarella (June 10, 2024)
With AI moving at lightning speed, venture capital offers a unique perspective into the pipeline of companies at the forefront of generative AI technology, related services, and infrastructure. Joel Albarella, Head of NYL Ventures, joins Julia ...
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28:21
Artificial Intelligence: from imagination to investment (June 3, 2024)
We can easily imagine a future state with AI at the center of innovation and investment. For investors, the most important question is: what does it take to get there? For Lauren Goodwin, Julia Hermann, and Michael LoGalbo, AI is an investment ...
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18:31
Managing geopolitical risk in portfolios (May 20, 2024)
Geopolitical risk has so much impact on navigating the markets, but can feel impossible to position around. Lauren Goodwin, Julia Hermann, and Michael LoGalbo talk through their framework for how geopolitical risks make their way into portfolio...
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14:08
U.S. commercial real estate: under the hood with Jon Miniman (May 6, 2024)
Commercial real estate has been considered a simmering risk for the U.S. economy. But amid pockets of stress, investors can find opportunity. Julia Hermann is joined by Jon Miniman, Global Portfolio Manager at CBRE Investment Management, for a ...
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23:05
U.S. banks check-up with Mark Kehoe (April 29, 2024)
A year after a near-crisis, U.S. banks are showing resilience. But with interest rate moves, an economic slowdown, and normalization from a pro-liquidity environment ahead, what is next for the banking sector? Julia Hermann hosts a comprehensiv...
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24:25
Macro Pulse, Part 2: our latest asset class views (April 22, 2024)
NYLIM’s Global Market Strategy team is handing listeners their allocation playbook. Lauren Goodwin, Julia Hermann, and Michael LoGalbo have teamed up to stack up their macro views, allocation approaches, and specific asset class views to help i...
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15:13
Macro Pulse: our latest economic views (April 15, 2024)
This week on the podcast, Lauren Goodwin, Julia Hermann, and Michael LoGalbo launch their new economic outlook series: Macro Pulse. Tune in for their updated views on the global macro cycle themes impacting asset allocation.
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18:24
TikTok, chips, and the U.S.-China tech squabble (April 8, 2024)
The U.S.-China tech relationship has risen to the top of many investors’ geopolitical concerns. From TikTok to chip production, the past few weeks have seen several developments in this relationship, carrying both risks and opportunities. Tune ...
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16:59
Did immigration deliver a soft landing? (April 1, 2024)
New data on immigration into the U.S. has sparked new discussions among economists. Is it the missing link to explain strong economic growth? Lauren Goodwin and Julia Hermann discuss what they learned – and what they didn’t – from the recent fi...
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9:45
The end of negative rates (March 25, 2024)
The Bank of Japan’s historic decision to end its Negative Interest Rate Policy has far-reaching implications for global investors. Lauren Goodwin and Julia Hermann discuss the shifts in Japan’s economy that allowed for this policy adjustment, a...
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9:31