New York Life Investments presents a weekly podcast from our Multi-Asset Solutions team. Host Lauren Goodwin brings 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. Subscribe via the button to the right, the podcast’s home page, and all your favorite podcast platforms such as Spotify, iTunes, and Alexa.

Hitting the Ceiling: What’s up with U.S. Debt Sustainability 

January 23, 2023

Last week, the U.S. hit its debt ceiling. In this episode, Lauren Goodwin and Julia Hermann discuss what the new debt ceiling negotiation may mean for the markets, and the outlook for U.S. debt sustainability.

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Previous Episodes

Swan Lake: Risks That Could Disrupt Consensus in 2023

January 16, 2023

In the latest episode of Market Matters, host Lauren Goodwin is joined by Julia Hermann and Michael LoGalbo to discuss potential “black swan” risks that – though unlikely – have the most potential to disrupt investor consensus in 2023: what an end to yield curve control could mean for Japanese pensions, protests in Iran, and U.S. rivals moving to weaken the U.S. dollar’s dominance.


Have Central Bank Interventions Permanently Repriced Corporate Credit?

January 10, 2023

In the latest episode of Market Matters, Steven Friedman of MacKay Shields joins host Lauren Goodwin to share groundbreaking research on the Fed’s impact to bond market pricing.


Our 2023 Resolutions for Investing 

January 3, 2023

In the latest episode of Market Matters, host Lauren Goodwin is joined by Julia Hermann and Michael LoGalbo to present their 2023 investing resolutions.


2023 Outlook: The New Recession Playbook

December 19, 2022

In the latest episode of Market Matters, host Lauren Goodwin is joined by Julia Hermann and Michael LoGalbo to discuss investment ideas for 2023. While many investors forecast market volatility and slowing economic growth ahead, high inflation makes staying invested as important as ever. Our strategists share high conviction buys as the cycle turns.


2023 Outlook: 3 Drivers that Set this Cycle Apart

December 5, 2022

In this episode, host Lauren Goodwin is joined by Julia Hermann and Michael LoGalbo as they launch their 2023 Outlook – “Steady through the cycle: the new recession playbook.” They discuss the 3 drivers that set this cycle apart – stubborn inflation, policy pullback, and heightened geopolitical risk premia – and how these shifts might also be structural in nature.


Midterm Election Readout: The View from DC 

November 21, 2022

The midterm elections have come and gone, but leave lasting implications for policy. Lauren Goodwin and Julia Hermann host special guests Whytne Brooks and Jennifer Taft from New York Life’s Office of Governmental Affairs to discuss the election results and policy shifts that might affect investments going forward.  



Munis and the Midterms: Where to Go from Here with Frances Lewis

November 14, 2022

Lauren and Julia host special guest Frances Lewis, Senior Managing Director and Portfolio Manager at MacKay Municipal Managers, to discuss all things municipal bonds (munis): how the outflow cycle contrasts with fundamentals, what the midterm elections mean for opportunities in munis, and the path forward. 


Third Quarter Earnings: Under the Hood

November 7, 2022

Third quarter earnings season is coming to a close, and results have been just as mixed as this economy feels. This week on the podcast, host Lauren Goodwin and special guest Michael LoGalbo look under the hood to assess winners and losers, and how investors can position accordingly.