Market Matters from New York Life Investments Podcast Por New York Life Investments arte de portada

Market Matters from New York Life Investments

Market Matters from New York Life Investments

De: 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
  • Top investor questions from recent travels (October 20, 2025)

    Top investor questions from recent travels (October 20, 2025)
    Oct 21 2025

    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.

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    24 m
  • Two fallen governments, one common problem (October 13, 2025)

    Two fallen governments, one common problem (October 13, 2025)
    Oct 13 2025

    This week on Market Matters, Julia Hermann breaks down the global political dynamics shaping markets, from France’s government reshuffle to Japan’s leadership shift, and what they mean for sovereign debt and yield curves.

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    16 m
  • How a U.S. government shutdown hits the desk, and the outlook (October 6, 2025)

    How a U.S. government shutdown hits the desk, and the outlook (October 6, 2025)
    Oct 6 2025

    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.

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    19 m
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