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Artwork for Market Matters from New York Life Investment Management

Market Matters from New York Life Investment Management

New York Life Investment Management
Federal Reserve
Artificial Intelligence
Inflation
Interest Rates
China
Private Markets
Tariffs
Labor Market
Geopolitical Risk
Private Equity
United States
Private Credit
Economic Growth
U.S. Economy
Commercial Real Estate
Investment Strategies
Recession
Nvidia
Gold
Equity Markets

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.

PublishesWeeklyEpisodes324Founded7 years ago
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InvestingBusinessBusiness NewsNews

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Artwork for Market Matters from New York Life Investment Management

Latest Episodes

The Iran conflict remains unresolved, but its economic impact continues to build. In this episode of Market Matters, Julia Hermann and Michael LoGalbo examine how elevated energy costs are feeding into inflation, three potential paths for the conflic... more

Liquidity provision is entering a new era. In this week's Market Matters, Julia Hermann and Sarah Hirsch explore the changing architecture of global liquidity, what this shift means for financial stability, and why investors may need to rethink liqui... more

Global markets are adjusting to a tighter rates environment, but resilient growth and corporate fundamentals continue to support risk assets. In this episode of Market Matters, Julia Hermann and Sarah Hirsch break down what’s driving the rise in long... more

A changing market environment is putting greater emphasis on selectivity. Julia Hermann and Sarah Hirsch unpack key takeaways from New York Life Investment Management’s 2026 Global Investor Summit, from AI investment and higher yields to evolving ris... more

Key Facts

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Recent Guests

Tom See
Head of New York Life Investment Management's Multi-Asset Solutions team
New York Life Investment Management
Episode: Greatest Hits - Trends in market structure: digital assets edition
Frantz Paulus
Managing Director and Head of Private Credit Business Development
Apogem Capital
Episode: Separating signal from noise in private credit (June 29, 2026)
Tom Sy
Head of New York Life Investment Management's Multi-Asset Solutions team
New York Life Investment Management
Episode: Trends in market structure: digital assets edition (June 2, 2026)
Emile Gagna
Deputy Head of Economic Research
Candriam
Episode: Around the world: war in Iran and the global economy (April 27, 2026)
Steve Friedman
Senior Macroeconomist at Mackay Shields
Mackay Shields
Episode: The macro impact of AI, with special guest Steve Friedman (April 20, 2026)
Macro Mike
Macro economist and strategist
New York Life Investments
Episode: Conflict in Iran: the Strait of Hormuz closure and wider economic shock (March 24, 2026)
Cameron White
Head of Credit Research and Portfolio Manager at MacKay Shields
MacKay Shields
Episode: Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)
Rob Smalley
Investment Grade and High Yield Global Credit Strategist
MacKay Shields
Episode: Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)
Patrick Koehl
Managing Director at Apogem Capital, focused on middle and lower middle market direct lending
Apogem Capital
Episode: Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)

Hosts

Julia Hermann
Host of Market Matters, New York Life Investment Management
Sarah Hirsch
Host of Market Matters, New York Life Investment Management
Michael LoGalbo
Co-host and macro strategist, New York Life Investment Management

Reviews

5.0 out of 5 stars from 82 ratings
  • Smooth & Krisp

    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!

    Apple Podcasts
    5
    Foreman83
    United States4 years ago
  • Informative Fun

    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

    Apple Podcasts
    5
    Kraznov
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise crisp, data-driven analysis and practical portfolio takeaways.
Positive sentiment around guest expertise and breadth of macro topics, with occasional calls for deeper dives on specific sectors.
Some note stylistic jokes and consistent quality, with ongoing feedback about app design aesthetics.

Top Investing Podcasts

Talking Points

Recent interactions between the hosts and their guests.

Trends in market structure: digital assets edition (June 2, 2026)
Q: At the highest level, what are we actually talking about when we talk about tokenization and digital assets?
Tokenization represents the digital packaging of ownership on a blockchain, where the underlying asset remains the same but the rails—how ownership is tracked, transferred, and settled—become faster, cheaper, and more programmable.
Around the world: war in Iran and the global economy (April 27, 2026)
Q: could you characterize how this scenario is playing out into your case for Europe this year?
Europe faces a delicate balance where higher energy costs feed into inflation and slow growth, but the region has mitigated some exposure through diversified energy sources, LNG imports, and a more cautious fiscal stance, which should cushion the macro path though the environment remains highly uncertain.
Around the world: war in Iran and the global economy (April 27, 2026)
Q: what stands out as the most important impact of this conflict?
The most important impact is the energy shock that translates into higher prices and a tax-like effect on both consumers and businesses, which can slow demand and influence inflation and growth trajectories across regions.
The macro impact of AI, with special guest Steve Friedman (April 20, 2026)
Q: Is there anything that would change your mind about AI's macro impact over the next 12 to 18 months?
The guest cautions that while optimism about technology is warranted, near-term effects depend on how quickly AI displaces or augments labor and how policymakers respond, with a careful watch on productivity gains and inflation signals.
The macro impact of AI, with special guest Steve Friedman (April 20, 2026)
Q: Do you have any thoughts that link AI's impact, inflation, and policy?
Friedman highlights that AI-driven productivity can influence inflation through multiple channels, and that monetary policy may shift in response to these dynamics; ongoing uncertainty about the policy stance and the timing of rate changes is emphasized.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

A results-driven, finance-focused program that analyzes macro markets, portfolio strategy, and multi-asset allocation. Episodes often center on private credit, macro themes (inflation, AI-driven productivity, energy shocks), market structure, and geopolitical risk, with practical takeaways for institutional investors and advisors. Notable is the consistent use of data-driven analysis from an in-house strategy team, guest experts from asset management and financial services, and a disciplined, risk-aware stance that blends theory with tactical portfolio guidance. This mix tends to attract professionals seeking actionable insights on hedging, diversification, and positioning in a complex, tech-influenced market environment.

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1. Notes on the Week Ahead
2. Wall Street Breakfast
3. WSJ Minute Briefing
4. Insights Now
5. On Investing

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this podcast launched 7 years ago and published 324 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. Tom See
2. Frantz Paulus
3. Tom Sy
4. Emile Gagna
5. Steve Friedman
6. Macro Mike
7. Cameron White
8. Rob Smalley

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