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 • 270 episodes
Market Matters from New York Life Investments
Latest Episodes
The empire of IOU: the future of U.S. sovereign debt (July 28, 2025)
Julia Hermann hosts Steven Friedman, Managing Director and Senior Macroeconomist at MacKay Shields, for a special recording of Market Matters on the 34th floor of the New York Life building in Manhattan. Join Julia and Steve for a deep dive int...
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24:54
Trust or bust: the megatrend of global debt sustainability (July 21, 2025)
Join Lauren Goodwin and Julia Hermann for a special recording of Market Matters, on the 34th floor of the New York Life building in Manhattan. Your hosts will launch the team’s latest megatrend research on global debt sustainability: can major ...
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28:17
Pollyanna can’t ignore tariffs forever (July 14, 2025)
Are markets underestimating the ripple effects of recent tariff changes? Lauren Goodwin and Julia Hermann break down the latest data, policy shifts, and market signals.
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20:03
Macro in the midyear sun (July 7, 2025)
On this week’s episode of Market Matters, Lauren Goodwin and Julia Hermann deliver a midyear macro check-in, breaking down the four key forces shaping the second half of 2025: market complacency, labor market cooling, Fed policy uncertainty, an...
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26:10
Geopolitics “live”: U.S.-Iran-Israel conflict (June 30, 2025)
Lauren Goodwin and Julia Hermann assess how recent U.S. involvement in the Middle East may affect inflation, commodities, and asset allocation. They offer a practical lens to evaluate risk beyond headlines. Tune in for a thoughtful analysis.&nb...
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14:35