
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 | 307 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | NewsBusiness NewsInvestingBusiness | |||

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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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
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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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5. Schwab Market Update Audio
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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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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