Rephonic
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
Inflation
China
Labor Market
Interest Rates
2024 US Presidential Election
US Corporations
Earnings Season
Labor Hoarding
Economic Cycle
Yield Curve
Recession
Cash Buffers
Small Businesses
Immigration Policy
European Union
AI Boom
Human Capital
S&P 500 Index
Nuclear Energy

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 Investment Management.

PublishesWeeklyEpisodes298Founded6 years ago
Number of ListenersCategories
InvestingBusinessNewsBusiness News

Listen to this Podcast

Artwork for Market Matters from New York Life Investment Management

Latest Episodes

Markets have remained relatively calm, but the U.S. conflict with Iran has raised the stakes for the global economy. In this episode, Lauren Goodwin and Michael LoGalbo break down what disruption in the Strait of Hormuz could mean for the U.S. econom... more

Markets have broadened so far in 2026, but broader doesn’t necessarily mean better. In the latest episode of Market Matters, Lauren Goodwin and Julia Hermann unpack why broader market performance may not be sustainable if market leadership turns away... more

The year has started with a tug-of-war between resilient growth and rising policy risk, and the path forward for markets will likely continue to be punctuated by event risk. In this Macro Pulse update, Julia Hermann and Michael LoGalbo discuss how ge... more

There’s no place like home, but for many Americans, homeownership feels further out of reach than ever. In this episode of Market Matters, Julia Hermann and Sarah Hirsch unpack why affordability feels so strained, how decades of housing policy shaped... more

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Long View
The Long ViewMorningstar
Retirement Starts Today
Retirement Starts TodayBenjamin Brandt CFP®, RICP®
Money Guy Show
Money Guy ShowBrian Preston and Bo Hanson

Recent Guests

Macro Mike
Geopolitics and macro expert guest
New York Life Investment Management
Episode: Macro Pulse: the cycle extends but volatility returns (March 9, 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)
Sarah Hirsch
Economic analyst and guest on Market Matters
New York Life Investments
Episode: Cut, pause, repeat: the impact of sporadic easing on the economy and markets (September 22, 2025)
Florence Pisani
Chief economist at Candriam.
Candriam
Episode: The leaning tower of austerity: the future of sovereign debt in Europe (August 11, 2025)
Nicolas Jullien
Global Head of Fixed Income for Candriam.
Candriam
Episode: The leaning tower of austerity: the future of sovereign debt in Europe (August 11, 2025)
Steven Friedman
Managing Director and Senior Macroeconomist on the Global Fixed Income Team at MacKay Shields
MacKay Shields
Episode: The empire of IOU: the future of U.S. sovereign debt (July 28, 2025)
Jeremy Held
Managing Director at Bow River Capital
Bow River Capital
Episode: Checking in on the U.S. private markets, with Apogem and Bow River (May 5, 2025)
Kee Rabb
Managing Director at Apogem Capital
Apogem Capital
Episode: Checking in on the U.S. private markets, with Apogem and Bow River (May 5, 2025)

Hosts

Julia Hermann
Host of Market Matters from New York Life Investment Management; long-time contributor with focus on markets, policy, and portfolio implications.
Lauren Goodwin
Co-host focused on macro themes, private markets, and investment strategy; frequent collaborator on market outlooks and public policy implications.

Reviews

5.0 out of 5 stars from 80 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 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 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.

The show is data-driven but can feel corporate to some listeners.
App design feedback shows listener care about user experience.
Guests are well-chosen with practical, real-world insights.
Listeners appreciate clear macro context tied to portfolio strategy.
N/A
Length balances depth with practicality for busy professionals.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#134
Colombia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

A full guide to Fed independence (January 20, 2026)
Q: Why is Fed independence in the spotlight today more so than it's been even in the past few months?
Recent political investigations, particularly against Fed Chairman Jay Powell, have escalated concerns regarding the independence of the Federal Reserve.
Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)
Q: If you see a slowdown in the broader economy, where might we actually see it first in the private credit markets?
Two areas to look at are revolver draws and pick interest; these indications could show liquidity constraints among businesses.
Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)
Q: So what's your view on this? What red flags in the market would make you more cautious?
There are three categories to watch: a macro slowdown indicated by weaker earnings, liquidity squeeze shown by wider primary concessions, and funding stress reflected in the speeds of loans.
How a U.S. government shutdown hits the desk, and the outlook (October 6, 2025)
Q: So perhaps if you could explain what in the world is happening in Washington, that would be a great start for us today.
The U.S. government funding lapsed, triggering a government shutdown which may last days or possibly weeks, primarily due to a standoff regarding the renewal of subsidies for the Affordable Care Act.
Cut, pause, repeat: the impact of sporadic easing on the economy and markets (September 22, 2025)
Q: What would unlock the housing market?
It would need to be a combination of lower rates and lower prices.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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.

Where can I find podcast stats for this podcast?

Rephonic provides a wide range of podcast stats for this podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to this podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does this podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for this podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for this podcast?

Rephonic provides comprehensive predictive audience data for this podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does this podcast have?

To see how many followers or subscribers this podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. The Long View
2. Retirement Starts Today
3. Money Guy Show
4. Investing Insights
5. On The Tape with Danny Moses

How many episodes of this podcast are there?

this podcast launched 6 years ago and published 298 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact this podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for this podcast?

Rephonic pulls ratings and reviews for this podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for this podcast?

Rephonic provides full transcripts for episodes of this podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

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. Jeremy Held

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days