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 • 262 episodes
Market Matters from New York Life Investments
Latest Episodes
Accepting new policy and market realities (June 2, 2025)
Bond yields are rising, and tariffs are back in focus. This broader spectrum of policy uncertainty may require investors to adjust. Julia Hermann and 'Macro Mike’ LoGalbo discuss options for duration management and diversification this week on ...
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12:41
Could lower tariffs mean higher inflation? (May 19, 2025)
U.S.–China tariffs have been rolled back – at least temporarily. Lauren Goodwin and Julia Hermann break down what this trade détente means for inflation, markets, and macro risks.
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15:20
Geopolitical risk in a shifting world order (May 12, 2025)
Geopolitical risk is increasing, becoming a key factor in the macroeconomic landscape. Lauren Goodwin and 'Macro Mike' LoGalbo explore the growing link between politics and portfolios—and how to navigate it.
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15:54
Checking in on the U.S. private markets, with Apogem and Bow River (May 5, 2025)
Lauren Goodwin is joined by Kee Rabb, Managing Director at Apogem Capital, and Jeremy Held, Managing Director at Bow River Capital, to discuss how near-term market uncertainty is shaping the long-term capital markets.
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38:43