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.
Publishes | Weekly | Episodes | 277 | Founded | 5 years ago |
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Number of Listeners | Categories | BusinessInvestingNewsBusiness News |
After a nine-month pause, the Fed has resumed an easing cycle. Lauren Goodwin and Sarah Hirsch explain why this will be the start of a sporadic, not sustained, easing cycle, and how that shapes the outlook for the economy and markets going forward.
The Fed is set to deliver its first rate cut in nine months. How will the latest jobs revision and inflation data shape the market outlook ahead? Lauren Goodwin and Julia Hermann break it down in this week’s episode of Market Matters.
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 potentia... more
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 resilience and ... more
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Long time listener first time rating. You all do a fantastic job navigating speed and accuracy while focusing on what is most important, or what matters!
Thank you!
I’ve been listening since this podcast launched and I’m a big fan. As the series continues, you start to grow along with LG & Robert and their nerdy jokes get funnier and funnier (that or quarantine is just getting to me). The length is good — not so long to make you fall asleep, but not too short to leave out pertinent information. My one critique is the app design update—it used to be a fun bright blue and modern logo, and now it’s a generic dark blue; a bit boring and what you’d expect from a... more
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Apple Podcasts | #243 |
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This podcast centers around critical discussions on economic trends, market indicators, and investment strategies aimed at helping listeners navigate the complexities of the financial world. With a focus on multi-asset portfolios and the factors affecting portfolio decision-making, the hosts engage with influential industry experts and explore topics such as federal monetary policy, market dynamics, and significant economic shifts. The content is both timely and relevant, making it a valuable resource for those looking to stay informed about the latest developments impacting their investment decisions.
Notably, the format encourages a blend of insightful analysis and approachable commentary, reflecting the hosts' capability to simplify com... more
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this podcast launched 5 years ago and published 277 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on this podcast include:
1. Florence Pisani
2. Nicolas Jullien
3. Valentina Chen
4. Steven Friedman
5. Kee Rabb
6. Brian Levitt
7. Emile Gagna
8. Julia Hermann
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