Rephonic
Artwork for Market Matters from New York Life Investments

Market Matters from New York Life Investments

New York Life Investments
Federal Reserve
Inflation
China
Labor Market
Interest Rates
2024 US Presidential Election
US Corporations
Economic Cycle
Labor Hoarding
Earnings Season
Yield Curve
Recession
Small Businesses
Cash Buffers
Immigration Policy
European Union
AI Boom
Human Capital
S&P 500 Index
Barriers To Trade

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.

PublishesWeeklyEpisodes282Founded6 years ago
Number of ListenersCategories
InvestingNewsBusinessBusiness News

Listen to this Podcast

Artwork for Market Matters from New York Life Investments

Latest Episodes

AI’s market dominance and transformative potential are undeniable - but is the pace of AI investment sustainable? This week, Lauren Goodwin and Julia Hermann deconstruct the question they’re asked most frequently, with an eye on short-term shifts in ... more

Fresh from the road, Julia Hermann and Lauren Goodwin share key insights from global investor conversations, covering shifting investor sentiment around AI, gold’s runup, and the questions around quality in the shifting private credit landscape. Hear... more

This week on Market Matters, Julia Hermann breaks down two sets of market-moving political events –  France’s government reshuffle and Japan’s leadership shift – and what they mean for sovereign yield curve behavior.

The U.S. government has shut down, furloughing federal workers and halting key economic data releases. Julia Hermann and Sarah Hirsch discuss how the data blackout complicates the Fed’s October 28–29 meeting and what it means for markets.

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.

Value Investing with Legends
Value Investing with LegendsColumbia Business School
Capital Allocators – Inside the Institutional Investment Industry
Capital Allocators – Inside the Institutional Investment IndustryTed Seides – Allocator and Asset Management Expert
RiskReversal Pod
RiskReversal PodRiskReversal Media
RenMac
RenMacJeff deGraaf, Neil Dutta, & Stephen Pavlick

Recent Guests

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)
Brian Levitt
Global Market Strategist at Invesco, dedicated to investor education and author of financial literacy programs.
Invesco
Episode: Market strategy with special guest Brian Levitt (April 14, 2025)
Emile Gagna
Deputy Head of Economic Research at Candriam
Candriam
Episode: Are changes in Europe a game changer for investments? (March 10, 2025)
Nadège Dufossé
Global head of multi-asset at Candriam and member of the executive committee
Candriam
Episode: Ballots, Bulls and Bears: global allocation with Nadège Dufossé (October 21, 2024)

Hosts

Lauren Goodwin
Host and Co-ordinator, expert in market matters from New York Life Investments, offering insights into economic trends and investment strategies.
Julia Hermann
Co-host and market analyst from New York Life Investments, providing critical assessments of economic dynamics and investment avenues.

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 States5 years ago

Listeners Say

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

Listeners appreciate the blend of thorough analysis and accessibility in the discussions, making complex financial topics easier to understand.
The entertaining chemistry between the hosts is a frequently mentioned highlight, keeping the audience engaged.
Some listeners have noted the desire for a more dynamic visual branding to match the informative content.
Overall, listener feedback emphasizes the weekly relevance and timeliness of the episodes, often citing them as invaluable resources for market insights.

Chart Rankings

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

Apple Podcasts
#137
Hong Kong/Business/Investing
Apple Podcasts
#163
Japan/Business/Investing
Apple Podcasts
#247
Finland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Cut, pause, repeat: the impact of sporadic easing on the economy and markets (September 22, 2025)
Q: How does this align with our view, and then separately with the market's view of this easing cycle?
The market seems to have taken a more dovish stance than we have, pricing in about six cuts between this year and next.
Macro pulse: turning leaves, turning points (September 8, 2025)
Q: How do you see key policy risks evolving moving forward?
Policy risks are becoming more apparent in economic data, especially related to tariff-driven inflation and immigration-driven labor pressures.
Macro pulse: turning leaves, turning points (September 8, 2025)
Q: What is the outlook specifically for the US Federal Reserve through year end?
The market is pricing in at least two 25 basis point cuts by the end of 2025, but the team expects fewer cuts than market expectations and sees potential sporadic cuts without a consistent easing cycle.

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?

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

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. Value Investing with Legends
2. On The Tape with Danny Moses
3. Capital Allocators – Inside the Institutional Investment Industry
4. RiskReversal Pod
5. RenMac

How many episodes of this podcast are there?

this podcast launched 6 years ago and published 282 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. Sarah Hirsch
2. Florence Pisani
3. Nicolas Jullien
4. Steven Friedman
5. Jeremy Held
6. Kee Rabb
7. Brian Levitt
8. Emile Gagna

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