Market Matters from New York Life Investments
Host Lauren Goodwin 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 Investments.
Podcasting since 2020 • 231 episodes
Market Matters from New York Life Investments
Latest Episodes
Ballots, Bulls, and Bears: the view from Washington (September 30, 2024)
This episode shares the political landscape ahead of the 2024 U.S. election with Jon Paone and Kerry Cole, members of New York Life Insurance Company’s Office of Government Affairs.
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24:44
Neutral or bust! (September 23, 2024)
The Federal Reserve went big, starting its easing cycle with a 50bp interest rate cut. Does the pace of easing matter? How far will the Fed go? How do allocation decisions change on the way down? Lauren Goodwin and Julia Hermann talk through ea...
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14:28
Ballots, Bulls and Bears: What’s at stake in the U.S. election, and who could win (September 16, 2024)
The first debate between Donald Trump and Kamala Harris has investors talking about what’s at stake in the U.S. election and who could win. Host Lauren Goodwin welcomes Jeff Bush of the Washington Update for his take on all things politics.&nbs...
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23:06
Private markets series: Real estate turning points with Tristan and NYL Real Estate Investors (September 9, 2024)
Commercial real estate has been in the news for its risks – related to office space – but interest rate turning points may be creating a generational opportunity for allocation. Simon Martin of Tristan Capital Partners and Thomas O’Hanlon of NY...
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29:28
Private markets series: Private credit with Kartesia and Apogem Capital (September 2, 2024)
Investors have flocked to private credit as higher interest rates meant higher yield. Now, with interest rates moving lower, credit managers are looking for differentiated sources of value add. Host Lauren Goodwin speaks with Patrick Koeh...
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27:42