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Market Matters from New York Life Investments

Market Matters from New York Life Investments

By: 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.

© 2025 Market Matters from New York Life Investments Economics Personal Finance Politics & Government
Episodes
  • Will the gold rush extend into 2026? (December 9, 2025)

    Will the gold rush extend into 2026? (December 9, 2025)
    Dec 8 2025

    Is gold becoming the next bubble or just catching up to years of structural demand? In this Market Matters episode, Julia Hermann and “Macro” Mike LoGalbo dissect the drivers behind gold’s outsized move in 2025 and the risks of chasing performance. They discuss why gold works best as a diversifier, not a growth engine, and offer a framework for sizing positions as 2026 approaches.

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    13 mins
  • Charting the year ahead: Outlook for 2026 (December 1, 2025)

    Charting the year ahead: Outlook for 2026 (December 1, 2025)
    Dec 1 2025

    Policy support, AI innovation, and profitability are extending the U.S. cycle, but not without risk. This week on Market Matters, Lauren Goodwin and Julia Hermann outline the 2026 Outlook from New York Life Investments’ Global Market Strategy team and how investors can position across equities, credit, and alternatives.

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    27 mins
  • What to do about the dollar in 2026 (November 17, 2025)

    What to do about the dollar in 2026 (November 17, 2025)
    Nov 17 2025

    After 15 years of dominance, the U.S. dollar’s exceptional run is showing its age. This week, Julia Hermann and Lauren Goodwin explore what’s behind the dollar’s recent decline, and how investors can navigate a more balanced currency landscape ahead.

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    15 mins
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