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 • 275 episodes
Market Matters from New York Life Investments
Latest Episodes
Macro pulse: turning leaves, turning points (September 8, 2025)
Capital markets have priced out the worst-case scenario from U.S. policy uncertainty, but policy risks remain. Join Julia Hermann and Sarah Hirsch as they discuss the September Macro Pulse, examining what policy risks mean for inflation, the po...
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19:28
Private markets: navigating a global market reset (September 1, 2025)
From diverging interest rate cycles to policy uncertainty, the first half of 2025 shifted private markets. Lauren Goodwin and Sarah Hirsch share their outlook across private markets asset classes and highlight where investors may find resilienc...
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18:18
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