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Market Matters from New York Life Investments

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New York Life Investments

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.

#287

Our holiday ode to the markets (December 15, 2025)

‘Twas NYLI before Christmas… and the perfect moment to unwind with our final episode of 20... more

24 hrs Ago

06 MINS

06:20

24 hrs Ago

#286

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

Is gold becoming the next bubble or just catching up to years of structural demand? In thi... more

08 Dec 2025

12 MINS

12:43

08 Dec 2025

#285

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

Policy support, AI innovation, and profitability are extending the U.S. cycle, but not wit... more

01 Dec 2025

26 MINS

26:51

01 Dec 2025

#284

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

After 15 years of dominance, the U.S. dollar’s exceptional run is showing its age. This we... more

17 Nov 2025

14 MINS

14:44

17 Nov 2025

#283

Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)

Recent high-profile bankruptcies have put credit markets back in the spotlight. In this we... more

10 Nov 2025

40 MINS

40:46

10 Nov 2025

#282

Is AI in a bubble? It’s a marathon, not a sprint (November 3, 2025)

AI’s market dominance and transformative potential are undeniable - but is the pace of AI ... more

03 Nov 2025

21 MINS

21:50

03 Nov 2025

#281

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

This week on Market Matters, Julia Hermann breaks down two sets of market-moving political... more

13 Oct 2025

16 MINS

16:24

13 Oct 2025

#279

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

The U.S. government has shut down, furloughing federal workers and halting key economic da... more

06 Oct 2025

18 MINS

18:37

06 Oct 2025

#278

Investment themes for a changing world order (September 29, 2025)

What does a new era of security-first economics mean for investors? Julia Hermann and Mich... more

29 Sep 2025

16 MINS

16:49

29 Sep 2025

#277

Cut, pause, repeat: the impact of sporadic easing on the economy and markets (September 22, 2025)

After a nine-month pause, the Fed has resumed an easing cycle. Lauren Goodwin and Sarah Hi... more

22 Sep 2025

17 MINS

17:13

22 Sep 2025

#276

The Fed’s back at it (September 15, 2025)

The Fed is set to deliver its first rate cut in nine months. How will the latest jobs revi... more

15 Sep 2025

17 MINS

17:36

15 Sep 2025

#275

Macro pulse: turning leaves, turning points (September 8, 2025)

Capital markets have priced out the worst-case scenario from U.S. policy uncertainty, but ... more

08 Sep 2025

19 MINS

19:28

08 Sep 2025

#274

Private markets: navigating a global market reset (September 1, 2025)

From diverging interest rate cycles to policy uncertainty, the first half of 2025 shifted ... more

01 Sep 2025

18 MINS

18:18

01 Sep 2025

#273

Flows speak louder than fears: the latest on U.S. asset demand (August 25, 2025)

The narrative of a global exit from U.S. assets has been loud this year, but the data tell... more

25 Aug 2025

15 MINS

15:05

25 Aug 2025

#272

The leaning tower of austerity: the future of sovereign debt in Europe (August 11, 2025)

Continuing a four-part series on debt sustainability: Europe has a strong legacy of fiscal... more

11 Aug 2025

39 MINS

39:27

11 Aug 2025

#271

The great wall of liabilities: the future of debt in China (August 4, 2025)

The team’s series on sovereign debt sustainability continues, this week with a focus on Ch... more

04 Aug 2025

22 MINS

22:48

04 Aug 2025

#270

The empire of IOU: the future of U.S. sovereign debt (July 28, 2025)

Julia Hermann hosts Steven Friedman, Managing Director and Senior Macroeconomist at MacKay... more

28 Jul 2025

24 MINS

24:54

28 Jul 2025

#269

Trust or bust: the megatrend of global debt sustainability (July 21, 2025)

Join Lauren Goodwin and Julia Hermann for a special recording of Market Matters, on the 34... more

21 Jul 2025

28 MINS

28:17

21 Jul 2025

#268

Pollyanna can’t ignore tariffs forever (July 14, 2025)

Are markets underestimating the ripple effects of recent tariff changes? Lauren Goodwin an... more

14 Jul 2025

20 MINS

20:03

14 Jul 2025

#267

Macro in the midyear sun (July 7, 2025)

On this week’s episode of Market Matters, Lauren Goodwin and Julia Hermann deliver a midye... more

07 Jul 2025

26 MINS

26:10

07 Jul 2025

#266

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

Lauren Goodwin and Julia Hermann assess how recent U.S. involvement in the Middle East may... more

30 Jun 2025

14 MINS

14:35

30 Jun 2025

#265

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

Lauren Goodwin and Julia Hermann examine a key question hanging over global allocation: do... more

23 Jun 2025

23 MINS

23:20

23 Jun 2025

#264

Top takeaways from our Global Investor Forum (June 16, 2025)

At the New York Life Investments’ Global Investor Forum, one theme was loud and clear: the... more

16 Jun 2025

20 MINS

20:20

16 Jun 2025

#263

Breadcrumbs of Softness (June 9, 2025)

Lauren Goodwin and Julia Hermann introduce the newest member of the Global Market Strategy... more

09 Jun 2025

14 MINS

14:44

09 Jun 2025

#262

Accepting new policy and market realities (June 2, 2025)

Bond yields are rising, and tariffs are back in focus. This broader spectrum of policy unc... more

02 Jun 2025

12 MINS

12:41

02 Jun 2025

#261

Could lower tariffs mean higher inflation? (May 19, 2025)

U.S.–China tariffs have been rolled back – at least temporarily. Lauren Goodwin and Julia ... more

19 May 2025

15 MINS

15:20

19 May 2025

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#287

Our holiday ode to the markets (December 15, 2025)

#286

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

#285

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

#284

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

#283

Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)

#282

Is AI in a bubble? It’s a marathon, not a sprint (November 3, 2025)

#281

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

#280

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

#279

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

#278

Investment themes for a changing world order (September 29, 2025)

#277

Cut, pause, repeat: the impact of sporadic easing on the economy and markets (September 22, 2025)

#276

The Fed’s back at it (September 15, 2025)

#275

Macro pulse: turning leaves, turning points (September 8, 2025)

#274

Private markets: navigating a global market reset (September 1, 2025)

#273

Flows speak louder than fears: the latest on U.S. asset demand (August 25, 2025)

#272

The leaning tower of austerity: the future of sovereign debt in Europe (August 11, 2025)

#271

The great wall of liabilities: the future of debt in China (August 4, 2025)

#270

The empire of IOU: the future of U.S. sovereign debt (July 28, 2025)

#269

Trust or bust: the megatrend of global debt sustainability (July 21, 2025)

#268

Pollyanna can’t ignore tariffs forever (July 14, 2025)

#267

Macro in the midyear sun (July 7, 2025)

#266

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

#265

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

#264

Top takeaways from our Global Investor Forum (June 16, 2025)

#263

Breadcrumbs of Softness (June 9, 2025)

#262

Accepting new policy and market realities (June 2, 2025)

#261

Could lower tariffs mean higher inflation? (May 19, 2025)