Market Matters from New York Life Investment Management
New York Life Investment ManagementThe 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.
| Publishes | Weekly | Episodes | 302 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness NewsNewsBusiness | |||
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Latest Episodes
AI is moving fast, but its macro impact is still unfolding. Julia Hermann and Michael LoGalbo are joined by Steve Friedman, Senior Macroeconomist at MacKay Shields, to explore how competing AI-led forces across productivity, labor markets, and policy... more
Markets have been moving quickly. In this week’s Market Matters, Julia Hermann and Sarah Hirsch break down how Iran, inflation, and private credit are driving the macro narrative, and what that means for growth, policy, and portfolios.
Geopolitical tensions are moving into the core macro outlook, with energy markets, inflation, and policy all increasingly interconnected. Tune in as Julia Hermann and Michael LoGalbo break down how their base case has evolved and what it means for po... more
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 beyond, i... more
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- 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 Podcasts5Foreman83
United States3 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 Podcasts5KraznovUnited States6 years ago
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
A business-focused market show that translates macroeconomics into practical portfolio guidance. Across recent episodes, the hosts dissect policy, inflation, interest rates, and market dynamics, with a heavy emphasis on multi-asset strategies, private markets, and AI's influence on investing. Notable is their blend of policy history, current financial conditions, and diversified investment ideas, often featuring guests who provide real-world context from Washington to global markets. The format tends to balance big-picture trends with actionable takeaways for professionals managing multi-asset portfolios and client strategies.
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. Jill on Money with Jill Schlesinger
3. Money For the Rest of Us
4. Notes on the Week Ahead
5. All-In with Chamath, Jason, Sacks & Friedberg
How many episodes of this podcast are there?
this podcast launched 6 years ago and published 302 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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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Macro Mike
2. Cameron White
3. Rob Smalley
4. Sarah Hirsch
5. Florence Pisani
6. Nicolas Jullien
7. Steven Friedman
8. Kee Rabb
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.