
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.
| Publishes | Weekly | Episodes | 309 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Business NewsInvestingNewsBusiness | |||

For years, some of the market’s most important companies have stayed private. In this episode of Market Matters, Julia Hermann and Michael LoGalbo discuss how a new wave of mega-cap IPOs could affect benchmark exposure, passive flows, liquidity, and ... more
Tech is delivering, diplomacy is wavering, and markets are trying to price both. Julia Hermann and Michael LoGalbo unpack the June Macro Pulse, from AI-driven earnings strength and resilient U.S. growth to geopolitical risk, higher yields, and what i... more
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
People also subscribe to these shows.





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










Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
Macro-focused market analysis with a multi-asset portfolio lens, featuring two regular hosts who break down earnings, inflation, policy, and geopolitics to inform portfolio positioning. The show blends domestic and global trends—AI-driven productivity, energy shocks, private credit, and private markets—into practical investment tilts and risk management takeaways. Notable strengths include clear, data-driven discussions, a steady emphasis on diversification and quality, and timely portfolio pauses to navigate geopolitical and macro headwinds. The format tends to favor actionable insights for institutional investors, financial advisors, and sophisticated individual investors seeking to understand how big-picture dynamics translate to allocat... more
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.
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.
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.
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.
These podcasts share a similar audience with this podcast:
1. Capital Ideas podcast
2. All-In with Chamath, Jason, Sacks & Friedberg
3. Wall Street Breakfast
4. Notes on the Week Ahead
5. RenMac
this podcast launched 6 years ago and published 309 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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.
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.
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.
Recent guests on this podcast include:
1. Tom Sy
2. Steve Friedman
3. Macro Mike
4. Cameron White
5. Rob Smalley
6. Patrick Koehl
7. Sarah Hirsch
8. Florence Pisani
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.