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 week’s Market Matters, Lauren Goodwin and Sarah Hirsch are joined by Rob Smalley and Cameron White from MacKay Shields and Patrick Koehl from Apogem Capital to go beyond the headlines and decode what’s driving market sentiment.

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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 investment sustainable? This week, Lauren Goodwin and Julia Hermann deconstruct the question they’re asked most frequently, with an eye on short-term shifts in the AI investment thesis that may affect long-term conviction.


 

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Recent Episodes

Top Investor Questions from Recent Travels
Fresh from the road, Julia Hermann and Lauren Goodwin share key insights from global investor conversations.
Two Fallen Governments, One Common Problem
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.
How a U.S. Government Shutdown Hits the Desk, and the Outlook
The U.S. government has shut down, furloughing federal workers and halting key economic data releases.
Investment Themes for a Changing World Order
What does a new era of security-first economics mean for investors? Julia Hermann and Michael LoGalbo break down this element of a broader geopolitical regime shift.
Cut, Pause, Repeat: The Impact of Sporadic Easing on the Economy and Markets
After a nine-month pause, the Fed has resumed an easing cycle.
The Fed's Back At It
The Fed is set to deliver its first rate cut in nine months. What does the latest jobs revision and inflation data mean for markets and for your portfolio?


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