Market Matters from New York Life Investments
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.
Podcasting since 2020 • 293 episodes
Market Matters from New York Life Investments
Latest Episodes
Extending the cycle: growth and opportunity across private markets (February 9, 2026)
Private markets are entering 2026 with renewed momentum. Lauren Goodwin and Sarah Hirsch preview the 2026 Global Private Markets Outlook, sharing their outlook across private markets asset classes and highlighting where investors may find resil...
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12:19
Searching for Black Swans in 2026 (Part 1) (February 2, 2026)
In this episode of Market Matters, Lauren Goodwin and Michael LoGalbo explore four black swan scenarios from the 2026 Swan Lake report, including disruptions to U.S. public economic data, a potential U.S. state split, political upheaval in East...
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21:03
Two economies, one headline: the implications of a K-shaped economy (January 26, 2026)
Headline economic data can look steady, even when real strain exists beneath the surface. On Market Matters, Julia Hermann and Michael LoGalbo break down the K-shaped economy, examining who is driving U.S. growth, how wealth effects are shaping...
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14:02
A full guide to Fed independence (January 20, 2026)
Why does Federal Reserve independence matter, and how would markets respond if it weakened? On Market Matters, Julia Hermann and Sarah Hirsch break down the Fed’s mandate, its structure, and the early market signals investors would lik...
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18:05
Sticky questions from our U.S. wealth conference (January 12, 2026)
After a week of conversations with our U.S. wealth teams, a few themes stood out as especially “sticky” for 2026. Lauren Goodwin and Julia Hermann discuss how they’re thinking about AI as a megatrend, what potential challenges to Fed independen...
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19:23