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 • 273 episodes
Market Matters from New York Life Investments
Latest Episodes
Flows speak louder than fears: the latest on U.S. asset demand (August 25, 2025)
The narrative of a global exit from U.S. assets has been loud this year, but the data tells a different story. In this week’s episode of Market Matters, Lauren Goodwin and Julia Hermann explain why investor demand remains strong and what centra...
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15:05
The leaning tower of austerity: the future of sovereign debt in Europe (August 11, 2025)
Continuing a four-part series on debt sustainability: Europe has a strong legacy of fiscal discipline, but often at the cost of productive investment. Lauren Goodwin and Julia Hermann host Florence Pisani, Chief Economist of Candriam, and Nicol...
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39:27
The great wall of liabilities: the future of debt in China (August 4, 2025)
The team’s series on sovereign debt sustainability continues, this week with a focus on China. Julia Hermann hosts Valentina Chen, Head and Portfolio Manager of the Emerging Market Debt team at MacKay Shields, to discuss how China’s systemic ov...
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22:48
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