Market Matters from New York Life Investments
New York Life Investments
Host Lauren Goodwin brings 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.
Episodes
2024 outlook: choose your own adventure (December 4, 2023)December 04, 2023
What’s changed, what hasn’t, what’s next (November 27, 2023)November 27, 2023
Hoarders: can U.S. corporations keep the labor market together? (November 13, 2023)November 13, 2023
Your guide to investing in an election year (November 6, 2023)November 06, 2023
Anatomy of a bear steepener (October 30, 2023)October 30, 2023
The oil shock playbook (October 23, 2023)October 23, 2023
Preparing your portfolio for unforeseeable shocks, with special guest Alexandra Russo (October 16, 2023)October 13, 2023
Don’t forget the fiscal (October 9, 2023)October 09, 2023
Climbing the wall of worry (October 2, 2023)October 02, 2023
Removing 4 investor roadblocks for Q4: Part 2 (September 25, 2023)September 25, 2023
Removing 4 investor roadblocks for Q4: Part 1 (September 18, 2023)September 18, 2023
Financial Futures Special Series: considering outcomes-based investing with Jose Barros (September 11, 2023)September 11, 2023
Financial Futures Special Series: assessing annuities with Todd Taylor (September 4, 2023)September 04, 2023
Financial Futures Special Series: exploring life insurance with Amanda Kuhl (August 28, 2023)August 28, 2023
Reprising: Can China build a reserve currency to compete with the dollar? (August 21, 2023)August 21, 2023
Inflation: Scenarios for the rest of the year (August 14, 2023)August 14, 2023
Yields up: implications of the U.S. credit downgrade (August 7, 2023)August 07, 2023
Assessing the Summer of Strikes (July 31, 2023)July 31, 2023
Does the economy need to land, after all? With Steve Friedman (July 24, 2023)July 24, 2023
AI: The next internet, or the next dotcom bust? (July 17, 2023)July 17, 2023
Housing Market Rebound: Hot Market or Head Fake? (July 10, 2023)July 11, 2023
The Long-Term View on Interest Rates (July 3, 2023)July 03, 2023
Cyclical and Structural Drivers of Commercial Real Estate with Stewart Rubin (June 26, 2023)June 27, 2023
(Re)Globalization: Making Global Themes Investable Via Infrastructure, Featuring Tim Humphreys (June 12, 2023)June 19, 2023
Midyear Outlook: Your Guide to the Late Cycle Showdown (June 12, 2023)June 12, 2023