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.
Fresh from the road, Julia Hermann and Lauren Goodwin share key insights from global investor conversations, covering shifting investor sentiment around AI, gold’s runup, and the questions around quality in the shifting private credit landscape. Hear what’s driving investor decisions as the credit cycle evolves.
This week on Market Matters, Julia Hermann breaks down two sets of market-moving political events – France’s government reshuffle and Japan’s leadership shift – and what they mean for sovereign yield curve behavior.
The U.S. government has shut down, furloughing federal workers and halting key economic data releases. Julia Hermann and Sarah Hirsch discuss how the data blackout complicates the Fed’s October 28–29 meeting and what it means for markets.
What does a new era of security-first economics mean for investors? Julia Hermann and Michael LoGalbo break down this element of a broader geopolitical regime shift – diving into current events in Eastern Europe as a prime example.
After a nine-month pause, the Fed has resumed an easing cycle. Lauren Goodwin and Sarah Hirsch explain why this will be the start of a sporadic, not sustained, easing cycle, and how that shapes the outlook for the economy and markets going forward.
The Fed is set to deliver its first rate cut in nine months. How will the latest jobs revision and inflation data shape the market outlook ahead? Lauren Goodwin and Julia Hermann break it down in this week’s episode of Market Matters.
Capital markets have priced out the worst-case scenario from U.S. policy uncertainty, but policy risks remain. Join Julia Hermann and Sarah Hirsch as they discuss the September Macro Pulse, examining what policy risks mean for inflation, the potential path for the Fed, and what it all means for investors.
From diverging interest rate cycles to policy uncertainty, the first half of 2025 shifted private markets. Lauren Goodwin and Sarah Hirsch share their outlook across private markets asset classes and highlight where investors may find resilience and long-term value.
The narrative of a global exit from U.S. assets has been loud this year, but the data tells a different story. In this week’s episode of Market Matters, Lauren Goodwin and Julia Hermann explain why investor demand remains strong and what central bank flows reveal.
Continuing a four-part series on debt sustainability: Europe has a strong legacy of fiscal discipline, but often at the cost of productive investment. Lauren Goodwin and Julia Hermann host Florence Pisani, Chief Economist of Candriam, and Nicolas Jullien, Global Head of Fixed Income at Candriam, to discuss the future of debt sustainability in Europe.
The team’s series on sovereign debt sustainability continues, this week with a focus on China. Julia Hermann hosts Valentina Chen, Head and Portfolio Manager of the Emerging Market Debt team at MacKay Shields, to discuss how China’s systemic over-leverage influences everything from the country’s economic business model, to the nature and scope of investment opportunities in Chinese credit.
Julia Hermann hosts Steven Friedman, Managing Director and Senior Macroeconomist at MacKay Shields, for a special recording of Market Matters on the 34th floor of the New York Life building in Manhattan. Join Julia and Steve for a deep dive into the sustainability – or lack thereof – of public debt in the United States. Can the U.S. keep up its pace of spending? What does the Big Beautiful Bill mean for the debt trajectory? Are int...
Join Lauren Goodwin and Julia Hermann for a special recording of Market Matters, on the 34th floor of the New York Life building in Manhattan. Your hosts will launch the team’s latest megatrend research on global debt sustainability: can major economies keep up all this spending? And what do higher sovereign debt levels mean for asset allocation?
Are markets underestimating the ripple effects of recent tariff changes? Lauren Goodwin and Julia Hermann break down the latest data, policy shifts, and market signals.
On this week’s episode of Market Matters, Lauren Goodwin and Julia Hermann deliver a midyear macro check-in, breaking down the four key forces shaping the second half of 2025: market complacency, labor market cooling, Fed policy uncertainty, and the sweeping impact of the “One Big Beautiful Bill.”
Lauren Goodwin and Julia Hermann assess how recent U.S. involvement in the Middle East may affect inflation, commodities, and asset allocation. They offer a practical lens to evaluate risk beyond headlines. Tune in for a thoughtful analysis.
Lauren Goodwin and Julia Hermann examine a key question hanging over global allocation: do investors want out of the U.S.? This week’s episode explores what recent Treasury auction results and a weaker U.S. dollar reveal about investor sentiment and global capital flows. As diversification gains attention, they examine whether these shifts signal a broader move away from U.S. assets or simply reflect a changing global landscape.
At the New York Life Investments’ Global Investor Forum, one theme was loud and clear: the global investment landscape is undergoing structural change. And rather than “wait and see” how these structural changes play out, our gathering of global investors focused on action, from assessing geopolitical risk to finding quality across asset classes. In this episode, Lauren Goodwin and Julia Hermann explore allocators’ fresh look at gl...
Lauren Goodwin and Julia Hermann introduce the newest member of the Global Market Strategy team, Sarah Hirsch! Julia and Sarah break down the latest macro data, including how tariff pressures are working their way into consumer activity. They explore what it all means for the Fed, the economic outlook, and investor positioning.
Bond yields are rising, and tariffs are back in focus. This broader spectrum of policy uncertainty may require investors to adjust. Julia Hermann and 'Macro Mike’ LoGalbo discuss options for duration management and diversification this week on the podcast.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
It’s 1996 in rural North Carolina, and an oddball crew makes history when they pull off America’s third largest cash heist. But it’s all downhill from there. Join host Johnny Knoxville as he unspools a wild and woolly tale about a group of regular ‘ol folks who risked it all for a chance at a better life. CrimeLess: Hillbilly Heist answers the question: what would you do with 17.3 million dollars? The answer includes diamond rings, mansions, velvet Elvis paintings, plus a run for the border, murder-for-hire-plots, and FBI busts.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.