Market Matters Podcast

Views From the Road

December 9, 2024

In just this past month, Lauren Goodwin and Julia Hermann have spent time with investors across various political climates in the U.S., road-showed in the Middle East, and fielded questions from Europe, Japan, and Korea. This episode peels back the curtain to explore the similarities (and differences) in investor viewpoints from around the world – and what they mean for asset allocation. 

What’s Next for the AI trade 

December 2, 2024

Lauren Goodwin and Julia Hermann take a fresh look at the AI trade, evaluating both its promises and pitfalls. As investors set their sights on 2025, navigate tax considerations, and anticipate the tech policies of the incoming Trump administration, we dive into a key question: What lies ahead for the AI trading landscape?

The Trump Trades: Fade or Follow? 

November 18, 2024

It’s been a couple weeks since the U.S. election, and the market is buzzing with post-election “Trump trades”. Lauren Goodwin and Julia Hermann break down which ones to follow and which to fade on the latest Market Matters.

Ballots, Bulls, and Bears: Trumped-Up Markets

November 11, 2024

The results are in. Donald Trump won the 2024 Presidential election, and Republicans have taken control of both the Senate and the House of Representatives. What does it mean investors? Which of the week’s market moves are likely here to stay? Lauren Goodwin, Julia Hermann, and Michael LoGalbo cover it all. 

2024 Election: Policy continuity

November 4, 2024

As election week unfolds and uncertainty fills the air, one question stands out: Which policies are most likely to remain unchanged? Lauren Goodwin and Michael LoGalbo explore three themes that are expected to hold firm this week on Market Matters.

Rates back on the rise 

October 28, 2024

Rates are climbing despite a Fed cut. What does this mean for federal debt and your personal financial planning? The strategists at New York Life Investments address the mystifying trend and its implications on Market Matters. 

Ballots, Bulls and Bears: global allocation with Nadège Dufossé

October 21, 2024

The U.S. election may be decided by U.S. citizens, but its impact will be felt by a far larger base. Nadège Dufossé, Global head of Multi-Asset at Candriam, joins host Lauren Goodwin to discuss the global implications of any potential policy change. 

The moderate, middling, muddle-through economy

October 14, 2024

The economic scene is shifting, and so is the team’s outlook. Join Lauren Goodwin, Julia Hermann, and Michael LoGalbo as they unravel the Fed’s interest rate cuts and their impacts on the economy.

Ballots, Bulls and Bears: tax policy and municipal bonds 

October 7, 2024

The 2017 Tax Cuts and Jobs Act included tax cuts for households that are set to expire in 2025. How might tax policy evolve, and what does it mean for investors? Scott Sprauer of MacKay Municipal Managers joins host Lauren Goodwin to discuss all things tax policy and tax efficiency for investors.

Ballots, Bulls, and Bears: the view from DC 

September 30, 2024

This episode shares the political landscape ahead of the 2024 U.S. election with Jon Paone and Kerry Cole, members of New York Life Insurance Company’s Office of Government Affairs.

Neutral or bust! 

September 23, 2024

The Federal Reserve went big, starting its easing cycle with a 50bp interest rate cut. Does the pace of easing matter? How far will the Fed go? How do allocation decisions change on the way down? Lauren Goodwin and Julia Hermann talk through each of these questions this week on Market Matters. 

Ballots, Bulls and Bears: what’s at stake in the U.S. election, and who could win

September 16, 2024

The first debate between Donald Trump and Kamala Harris has investors talking about what’s at stake in the U.S. election and who could win. Host Lauren Goodwin welcomes Jeff Bush of the Washington Update for his take on all things politics. 

Private markets series: real estate turning points with Tristan and NYL Real Estate Investors 

September 9, 2024

Commercial real estate has been in the news for its risks – related to office space – but interest rate turning points may be creating a generational opportunity for allocation. Simon Martin of Tristan Capital Partners and Thomas O’Hanlon of NYL Real Estate join host Lauren Goodwin to assess that turning point and how to manage it. 

Private markets series: private credit with Kartesia and Apogem Capital

September 4, 2024

Investors have flocked to private credit as higher interest rates meant higher yield. Now, with interest rates moving lower, credit managers are looking for differentiated sources of value add. Host Lauren Goodwin speaks with Patrick Koehl of Apogem Capital and Julien Rigon of Kartesia to identify how borrowers are faring, which areas of the asset class are most attractive, and how best to capture that potential.  

Private markets series: the private equity landscape with Apogem Capital   

August 26, 2024

Private equity has been at a standstill for the last several quarters, but is that changing? Louise Smith of Apogem Capital joins host Lauren Goodwin to discuss the private equity landscape: capital conditions, opportunities, risks, and allocation ideas. 

Private markets series: the democratization of private markets with Bow River Capital  

August 19, 2024

Private markets are now accessible by retail investors, but is it a good thing? Jeremy Held of Bow River Capital joins host Lauren Goodwin to discuss the democratization of alts, associated risks, potential opportunities, and how investors can consider these dynamics for their portfolio.

Private markets series: our capital markets outlook 

August 12, 2024

Introducing: a new Global Private Markets Outlook from New York Life Investments. Lauren Goodwin shares how changes in the economy and capital markets are disrupting – and opening – this space. This episode is the first in a series of episodes sharing our view both from the macroeconomic perspective and from the on-the-ground perspective of our private markets investment teams. 

Medal worthy? Q2 earnings season

August 5, 2024

Q2 earnings season is underway... what will it take to make the podium, and where are the disappointments? Julia Hermann and Michael LoGalbo commentate on this competition from the sidelines. 

2024 election: policy, not politics

July 29, 2024

The 2024 election season is already shaping up to be one of the wildest in history. With three and a half months until election day, Lauren Goodwin and Michael LoGalbo share how investors can stay about the noise and focus on policy, not politics when it comes to what could drive markets this year.

What small caps have to do with our recession view

July 22, 2024

It’s midyear Macro Pulse time! Lauren Goodwin, Julia Hermann, and Michael LoGalbo share their midyear outlook, including an updated economic view, thoughts on the Fed, why small caps are rallying, and their best allocation ideas.

Prepare to (Fed) Pivot 

July 15, 2024

Our Fed cut checklist has been valuable tool for gauging this Fed's patient policy. For the last two years, only one of our four conditions was met. Now, others are falling in line. Lauren Goodwin and Julia Hermann discuss how recent data may finally bring a Fed pivot – and what that means for investors.  

Across the pond: summer election fallout 

July 7, 2024

France and the UK have gone to the polls – with stakes that feel similar, but diverging market reactions. Lauren Goodwin and Julia Hermann discuss the lessons for investors on both sides of the pond. 

New frontiers in AI: in conversation with Alex Cook 

June 24, 2024

Lauren Goodwin hosts Alex Cook, Head of Strategic Capabilities at New York Life, as they explore how artificial intelligence is ushering in transformation at New York Life. They focus on AI’s practical applications, ethical considerations, and the future impact of AI on client and company outcomes.

Investments in AI infrastructure with Simon Martin

June 17, 2024

The infrastructure required to enable the AI boom is daunting – and presents investment opportunities across the real estate spectrum. Julia Hermann hosts Simon Martin, Chief Investment Strategist at Tristan Capital Partners, to explore the next phase of the AI buildout in the U.S. and Europe.