Business

Market Matters from New York Life Investment Management

by 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.

100 episodes

EN-US language

All Episodes

Is broader better? (March 16, 2026)

16:48 Mar 16, 2026

Macro Pulse: the cycle extends but volatility returns (March 9, 2026)

19:29 Mar 9, 2026

There is no place like (an affordable) home (March 2, 2026)

13:29 Mar 2, 2026

Thoughts from the road (February 17, 2026)

15:13 Feb 17, 2026

Extending the cycle: growth and opportunity across private markets (February 9, 2026)

12:19 Feb 9, 2026

Searching for Black Swans in 2026 (Part 1) (February 2, 2026)

21:03 Feb 2, 2026

Two economies, one headline: the implications of a K-shaped economy (January 26, 2026)

14:02 Jan 26, 2026

A full guide to Fed independence (January 20, 2026)

18:05 Jan 20, 2026

Sticky questions from our U.S. wealth conference (January 12, 2026)

19:23 Jan 12, 2026

Putting cash to work in the new year (January 5, 2026)

12:46 Jan 5, 2026

Our holiday ode to the markets (December 15, 2025)

6:20 Dec 15, 2025

Will the gold rush extend into 2026? (December 9, 2025)

12:43 Dec 8, 2025

Charting the year ahead: Outlook for 2026 (December 1, 2025)

26:51 Dec 1, 2025

What to do about the dollar in 2026 (November 17, 2025)

14:44 Nov 17, 2025

Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)

40:46 Nov 10, 2025

Is AI in a bubble? It’s a marathon, not a sprint (November 3, 2025)

21:50 Nov 3, 2025

Top investor questions from recent travels (October 20, 2025)

23:42 Oct 21, 2025

Two fallen governments, one common problem (October 13, 2025)

16:24 Oct 13, 2025

How a U.S. government shutdown hits the desk, and the outlook (October 6, 2025)

18:37 Oct 6, 2025

Investment themes for a changing world order (September 29, 2025)

16:49 Sep 29, 2025

Cut, pause, repeat: the impact of sporadic easing on the economy and markets (September 22, 2025)

17:13 Sep 22, 2025

The Fed’s back at it (September 15, 2025)

17:36 Sep 15, 2025

Macro pulse: turning leaves, turning points (September 8, 2025)

19:28 Sep 8, 2025

Private markets: navigating a global market reset (September 1, 2025)

18:18 Sep 1, 2025

Flows speak louder than fears: the latest on U.S. asset demand (August 25, 2025)

15:05 Aug 25, 2025

The leaning tower of austerity: the future of sovereign debt in Europe (August 11, 2025)

39:27 Aug 11, 2025

The great wall of liabilities: the future of debt in China (August 4, 2025)

22:48 Aug 4, 2025

The empire of IOU: the future of U.S. sovereign debt (July 28, 2025)

24:54 Jul 28, 2025

Trust or bust: the megatrend of global debt sustainability (July 21, 2025)

28:17 Jul 21, 2025

Pollyanna can’t ignore tariffs forever (July 14, 2025)

20:03 Jul 14, 2025

Macro in the midyear sun (July 7, 2025)

26:10 Jul 7, 2025

Geopolitics “live”: U.S.-Iran-Israel conflict (June 30, 2025)

14:35 Jun 30, 2025

Do investors really want out of U.S. assets? (June 23, 2025)

23:20 Jun 23, 2025

Top takeaways from our Global Investor Forum (June 16, 2025)

20:20 Jun 16, 2025

Breadcrumbs of Softness (June 9, 2025)

14:44 Jun 9, 2025

Accepting new policy and market realities (June 2, 2025)

12:41 Jun 2, 2025

Could lower tariffs mean higher inflation? (May 19, 2025)

15:20 May 19, 2025

Geopolitical risk in a shifting world order (May 12, 2025)

15:54 May 12, 2025

Checking in on the U.S. private markets, with Apogem and Bow River (May 5, 2025)

38:43 May 5, 2025

Shifting market correlations (April 28, 2025)

8:46 Apr 28, 2025