Market Matters from New York Life Investments
New York Life Investments
Hosts Lauren Goodwin and Robert Serenbetz 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.
Recent Episodes
The Infrastructure Bill & Its Secular Investment Opportunities (November 15, 2021)November 15, 2021
Taper but no tantrum… what’s next for rates? (November 8, 2021)November 08, 2021
Gauging Market Sentiment (November 1, 2021)November 01, 2021
U.S.-China tensions: managing geopolitical risk in investor portfolios (October 25, 2021)October 25, 2021
The Energy Transition and Inflation (October 18, 2021)October 18, 2021
The Great Energy Crunch (October 11, 2021)October 11, 2021
Investing Sustainably (October 4, 2021)October 04, 2021
Demystifying China’s Property Market Woes (September 27, 2021)September 27, 2021
Four Scenarios for the Fourth Quarter (September 20, 2021)September 20, 2021
Government Debt on the Rise (September 13, 2021)September 15, 2021
Investing in infrastructure (September 6, 2021)September 06, 2021
Building worries for the fall (August 30, 2021)August 30, 2021
The Infrastructure Bill’s Uncertain Future (August 23, 2021)August 23, 2021
The End of Transitory Inflation? (August 16, 2021)August 16, 2021
Answering Top Listener Questions (August 9, 2021)August 09, 2021
Discussing private equity with special guest Chris Stringer (August 2, 2021)August 03, 2021
What Inflation Means for Investments with Special Guest Michael DePalma (July 26, 2021)July 26, 2021
Risks to the Reflation Trade (July 19, 2020)July 19, 2021
Investing In 2021: Second Half Edition (July 12, 2020)July 12, 2021
Investment Themes for the Second HalfJuly 05, 2021
Addressing the Retirement Income Puzzle (June 28, 2021)June 28, 2021
Why all the Attention on Crypto? (June 21, 2021)June 21, 2021
Implementing themes in a portfolio (June 14, 2021)June 14, 2021
Answering listener questions (June 7, 2021)June 07, 2021
Inflation: Here To Stay? with Special Guest Steven Friedman (May 24, 2021)May 25, 2021
Taper but no tantrum… what’s next for rates? (November 8, 2021)November 08, 2021
Gauging Market Sentiment (November 1, 2021)November 01, 2021
U.S.-China tensions: managing geopolitical risk in investor portfolios (October 25, 2021)October 25, 2021
The Energy Transition and Inflation (October 18, 2021)October 18, 2021
The Great Energy Crunch (October 11, 2021)October 11, 2021
Investing Sustainably (October 4, 2021)October 04, 2021
Demystifying China’s Property Market Woes (September 27, 2021)September 27, 2021
Four Scenarios for the Fourth Quarter (September 20, 2021)September 20, 2021
Government Debt on the Rise (September 13, 2021)September 15, 2021
Investing in infrastructure (September 6, 2021)September 06, 2021
Building worries for the fall (August 30, 2021)August 30, 2021
The Infrastructure Bill’s Uncertain Future (August 23, 2021)August 23, 2021
The End of Transitory Inflation? (August 16, 2021)August 16, 2021
Answering Top Listener Questions (August 9, 2021)August 09, 2021
Discussing private equity with special guest Chris Stringer (August 2, 2021)August 03, 2021
What Inflation Means for Investments with Special Guest Michael DePalma (July 26, 2021)July 26, 2021
Risks to the Reflation Trade (July 19, 2020)July 19, 2021
Investing In 2021: Second Half Edition (July 12, 2020)July 12, 2021
Investment Themes for the Second HalfJuly 05, 2021
Addressing the Retirement Income Puzzle (June 28, 2021)June 28, 2021
Why all the Attention on Crypto? (June 21, 2021)June 21, 2021
Implementing themes in a portfolio (June 14, 2021)June 14, 2021
Answering listener questions (June 7, 2021)June 07, 2021
Inflation: Here To Stay? with Special Guest Steven Friedman (May 24, 2021)May 25, 2021