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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
Venturing into AI with Joel Albarella (June 10, 2024)June 10, 2024
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Artificial Intelligence: from imagination to investment (June 3, 2024)June 03, 2024
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Managing geopolitical risk in portfolios (May 20, 2024)May 20, 2024
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U.S. commercial real estate: under the hood with Jon Miniman (May 6, 2024)May 06, 2024
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U.S. banks check-up with Mark Kehoe (April 29, 2024)April 24, 2024
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Macro Pulse, Part 2: our latest asset class views (April 22, 2024)April 22, 2024
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Macro Pulse: our latest economic views (April 15, 2024)April 15, 2024
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TikTok, chips, and the U.S.-China tech squabble (April 8, 2024)April 08, 2024
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Did immigration deliver a soft landing? (April 1, 2024) April 01, 2024
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The end of negative rates (March 25, 2024)March 25, 2024
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Inflation: the long slog back to target (March 18, 2024) March 18, 2024
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Thinking through dollar-based returns (March 11, 2024) March 11, 2024
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Off to the races: Super Tuesday and the U.S. Election (March 4, 2024) March 04, 2024
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The Magnificent 1? (February 26, 2024)February 26, 2024
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China: de-risk, or de-couple? with MacKay Shields (February 12, 2024)February 12, 2024
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Stepping out of cash with MacKay Shields (February 5, 2024)February 02, 2024
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Fed pivot purgatory (January 29, 2024)January 29, 2024
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Swan Lake 2024 (Part 2) (January 22, 2024)January 22, 2024
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Swan Lake: Risks that could disrupt consensus in 2024, part 1 (January 15, 2024)January 15, 2024
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Questions for 2024 (January 8, 2024)January 05, 2024
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Our holiday ode to the markets (December 18, 2023)December 18, 2023
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Yuletide yields (December 11, 2023)December 11, 2023
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2024 outlook: choose your own adventure (December 4, 2023)December 04, 2023
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What’s changed, what hasn’t, what’s next (November 27, 2023)November 27, 2023
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Hoarders: can U.S. corporations keep the labor market together? (November 13, 2023)November 13, 2023
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