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Market Matters from New York Life Investments

Market Matters from New York Life Investments

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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.

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Episodios
  • Macro in the midyear sun (July 7, 2025)

    Macro in the midyear sun (July 7, 2025)
    Jul 7 2025

    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.”

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    26 m
  • Geopolitics “live”: U.S.-Iran-Israel conflict (June 30, 2025)

    Geopolitics “live”: U.S.-Iran-Israel conflict (June 30, 2025)
    Jun 30 2025

    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.

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    15 m
  • Do investors really want out of U.S. assets? (June 23, 2025)

    Do investors really want out of U.S. assets? (June 23, 2025)
    Jun 23 2025

    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.

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    23 m
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