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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
Inflation
Artificial Intelligence
Interest Rates
China
Labor Market
Tariffs
Private Markets
Geopolitical Risk
Private Equity
Economic Growth
U.S. Economy
Commercial Real Estate
Private Credit
Investment Strategies
Recession
NVIDIA
Gold
Equity Markets
US Dollar

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.

PublishesWeeklyEpisodes307Founded6 years ago
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Artwork for Market Matters from New York Life Investment Management

Latest Episodes

Tokenization is often associated with digital assets, but its greatest potential may lie in transforming financial market structure. In this episode of Market Matters, Julia Hermann and Sarah Hirsch speak with Tom Sy, Head of New York Life Investment... more

The market broadened, but profitability leadership still matters. On Market Matters, Julia Hermann and Sarah Hirsch discuss Q1 earnings, AI-related capex, margin resilience, and the risks that could make the earnings picture less uniformly positive f... more

Markets are focused on near-term inflation, even as U.S. debt has crossed 100% of GDP. In this episode of Market Matters, Julia Hermann and Sarah Hirsch explore what this disconnect means for the Treasury curve and why they see a potential shift towa... more

Markets are showing resilience, but rising geopolitical risk and policy divergence are reshaping the investment landscape. Julia Hermann and Michael LoGalbo break down the latest Macro Pulse report and what it means for portfolios.

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Recent Guests

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)
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)
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 81 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.

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.

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Talking Points

Recent interactions between the hosts and their guests.

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.
The macro impact of AI, with special guest Steve Friedman (April 20, 2026)
Q: What might investors be missing in the assumption that AI is automatically deflationary?
The discussion notes that while AI can be disinflationary through productivity, it can also raise nominal demand via higher wages, investment booms, and asset prices, potentially offsetting disinflation pressures; policy responses can further influence outcomes.

Audience Metrics

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

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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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1. Insights Now
2. Capital Ideas podcast
3. Eye On The Market
4. Notes on the Week Ahead
5. Schwab Market Update Audio

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this podcast launched 6 years ago and published 307 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. Steve Friedman
2. Macro Mike
3. Cameron White
4. Rob Smalley
5. Sarah Hirsch
6. Florence Pisani
7. Nicolas Jullien
8. Steven Friedman

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