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
(Re)Globalization: Global Forces Impacting the Next Decade of Investing (June 5, 2023)June 05, 2023
Checking In On Black Swans (May 29, 2023)May 29, 2023
When Will the Fed Cut Rates? (May 22, 2023)May 22, 2023
Q1 2023: The Forgotten Earnings Season? (May 15, 2023)May 15, 2023
Banks Update: Smoke vs. Fire (May 8, 2023)May 08, 2023
The Next Round of the Debt Ceiling Debate (May 1, 2023)May 01, 2023
Debunking De-Dollarization, Part 2: Can China Build a Reserve Currency? (April 24, 2023)April 24, 2023
Debunking De-Dollarization, Part 1: Keep Calm and Dollar On (April 17, 2023)April 17, 2023
Let’s Talk Cash: The Money Market and the Dollar (April 10, 2023)April 10, 2023
Checking In On Our Scenarios for Banks (April 3, 2023)April 03, 2023
What’s Next for Banks? (March 27, 2023)March 27, 2023
What banking sector stress means for the economy (March 20, 2023)March 20, 2023
Special Episode: NYL Agent Spotlight on Armando Jimenez (March 13, 2023)March 13, 2023
Checking in on the 60/40 Portfolio (March 6, 2023)March 06, 2023
Back from the road: the best questions we heard from the field (February 27, 2023)February 27, 2023
Prices vs Jobs: An Update on the Fed’s Two Mandates (February 20, 2023)February 20, 2023
A Live Look at Q4 Earnings Season (February 13, 2023)February 13, 2023
Do the International Bulls Have Legs? (February 6, 2023)February 06, 2023
A Soft Landing – Welcome Relief or Wishful Thinking? (January 30, 2023)January 30, 2023
Hitting the Ceiling: What’s up with U.S. Debt Sustainability (January 23, 2023)January 23, 2023
Swan Lake: Risks That Could Disrupt Consensus in 2023 (January 16, 2023)January 16, 2023
Have Central Bank Interventions Permanently Repriced Corporate Credit? (January 9, 2023)January 10, 2023
Our 2023 Resolutions for Investing (January 2, 2023)January 02, 2023
2023 Outlook: The New Recession Playbook (December 19, 2022)December 20, 2022
2023 Outlook: Steady Through the Cycle (December 12, 2022)December 12, 2022