Hosts Lauren Goodwin and Robert Serenbetz 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.
In this episode, Lauren and Robert explore what inflation means for investment opportunities. Special guest Michael DePalma joins to share his research on the topic.
Economic growth is surging, but the reflation trade has taken a pause. Why is that, and should investors consider a different approach?
Summer 2021 is shaping up to be the “hot vax summer” we called for, but will that economic party come with a nasty hangover? Here’s our best guess at four high conviction investment ideas.
Welcome to the second half of 2021. In this week’s episode, Lauren and Robert share priority themes ahead.
Most have retirement dreams, but what about retirement investment plans?
Cryptocurrencies and digital assets have caught headlines both for their price gains and their volatility. Why is crypto so popular, and how do you invest?
Thematic investing is on the rise as investors identify the trends, themes, and developments that matter most to them. But how do you actually implement those themes into your portfolio?
Lauren and Robert asked for listener questions, and the audience stepped up. This week’s episode spotlights what matters most to our audience.
Inflation data, business surveys, and our latest trips to the grocery store suggest that prices are moving higher. Are those price pressures here to stay? Lauren and Robert discuss inflation trends with MacKay Shields’ Senior Macroeconomist, Steven Friedman.
In this week’s episode, Lauren and Robert discuss the implications of the Biden Administration’s tax proposals for the economy and markets. Higher taxes could have important implications for investors’ individual financial goals and for their investment mix. But every case is different. How should investors consider their own circumstances and the market as a whole?
Corporate profits are soaring, but can it last? This week’s episode focuses on what exactly is driving corporate profitability, and why some trends behind the earnings boom and stock market surge might change.
Through the American Jobs Plan and American Family Plan, the Biden Administration have put forward ideas for sizable government spending on physical and human infrastructure, financed in part by higher taxes on companies and households. This week’s episode focuses on the infrastructure part: what can investors expect moving forward?
This bull market is young, but it has traveled a long way. In their spring Market and Economic outlook Lauren and Robert describe the possible road ahead for the economy and investments.
Commodities have been thriving as the economy reopens. What drives a successful commodities strategy in investment portfolios?
How are investors preparing for a more sustainable future with ESG investment strategies and themes? Advisor Consultant Amanda Chomyszak of New York Life Investments joins Market Matters to explain what she is seeing as demand for sustainable investments surges.
Are your retirement investments allocated efficiently? See why adding non-core fixed income might help investors achieve their long-term goals.
Stimulus checks are making their way to household bank accounts. What does this and other aspects of the American Recovery Act mean for markets?
Emerging markets are often considered a “high beta” strategy – one that does well when global growth is improving and investors are willing to take on more risk. Will that be the case in this cycle? Emerging markets and macro strategist Julia Hermann of Cartica Management joins the Market Matters podcast to explain.
The bond market is spooking investors. Lauren and Robert dig into the seemingly scary move higher in interest rates.
The reflation trade has a lot of investors positioning for value stocks outperformance. In this week’s episode, Lauren and Robert, take a deep dive into the components of the reflation trade with a timely debate on “value versus growth” investing.
If you can never get enough true crime... Congratulations, you’ve found your people.
We’re at our most vulnerable when we go to our doctors. We trust the person at the other end of that scalpel. We trust the hospital. We trust the system. Christopher Duntsch was a neurosurgeon who radiated confidence. He claimed he was the best in Dallas. If you had back pain, and had tried everything else, Dr. Duntsch could give you the spine surgery that would take your pain away. But soon his patients started to experience complications, and the system failed to protect them. Which begs the question: who - or what - is that system meant to protect? From Wondery, the network behind the hit podcast Dirty John, DR. DEATH is a story about a charming surgeon, 33 patients and a spineless system. Reported and hosted by Laura Beil.
This is what the news should sound like. The biggest stories of our time, told by the best journalists in the world. Hosted by Michael Barbaro. Twenty minutes a day, five days a week, ready by 6 a.m.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
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.