Market Matters from New York Life Investment Management
The Global Market Strategy team 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 Investment Management.
Podcasting since 2020 • 299 episodes
Market Matters from New York Life Investment Management
Latest Episodes
Great power politics in action (March 30, 2026)
Geopolitical risk is moving from the background to the foreground for investors. In this episode, Julia Hermann and Michael LoGalbo explore how great power politics is changing the global economic order –and why this shift, seen in Iran and bey...
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18:47
Conflict in Iran: the Strait of Hormuz closure and wider economic shock (March 24, 2026)
Markets have remained relatively calm, but the U.S. conflict with Iran has raised the stakes for the global economy. In this episode, Lauren Goodwin and Michael LoGalbo break down what disruption in the Strait of Hormuz could mean for the U.S. ...
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15:46
Is broader better? (March 16, 2026)
Markets have broadened so far in 2026, but broader doesn’t necessarily mean better. In the latest episode of Market Matters, Lauren Goodwin and Julia Hermann unpack why broader market performance may not be sustainable if market leadership turn...
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16:48
Macro Pulse: the cycle extends but volatility returns (March 9, 2026)
The year has started with a tug-of-war between resilient growth and rising policy risk, and the path forward for markets will likely continue to be punctuated by event risk. In this Macro Pulse update, Julia Hermann and Michael LoGalbo discuss ...
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19:29
There is no place like (an affordable) home (March 2, 2026)
There’s no place like home, but for many Americans, homeownership feels further out of reach than ever. In this episode of Market Matters, Julia Hermann and Sarah Hirsch unpack why affordability feels so strained, how decades of housin...
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13:29