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 • 289 episodes
Market Matters from New York Life Investments
Latest Episodes
Sticky questions from our U.S. wealth conference (January 12, 2026)
After a week of conversations with our U.S. wealth teams, a few themes stood out as especially “sticky” for 2026. Lauren Goodwin and Julia Hermann discuss how they’re thinking about AI as a megatrend, what potential challenges to Fed independen...
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19:23
Putting cash to work in the new year (January 5, 2026)
With nearly $8 trillion sitting in money market funds, investors face a familiar challenge: how to deploy capital when entry points feel scarce. Lauren Goodwin and Julia Hermann share their latest thinking on deploying new funds in 2026, highli...
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12:46
Our holiday ode to the markets (December 15, 2025)
‘Twas NYLI before Christmas… and the perfect moment to unwind with our final episode of 2025. Join Julia Hermann as she reads her annual holiday verse, capturing the year’s market highs, lows, and everything in between.
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6:20
Will the gold rush extend into 2026? (December 9, 2025)
Is gold becoming the next bubble or just catching up to years of structural demand? In this Market Matters episode, Julia Hermann and “Macro” Mike LoGalbo dissect the drivers behind gold’s outsized move in 2025 and the risks of chasing...
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12:43
Charting the year ahead: Outlook for 2026 (December 1, 2025)
Policy support, AI innovation, and profitability are extending the U.S. cycle, but not without risk. This week on Market Matters, Lauren Goodwin and Julia Hermann outline the 2026 Outlook from New York Life Investments’ Global Market S...
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26:51