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 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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Charting the Year Ahead: Outlook for 2026

December 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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Recent Episodes

What to Do About the Dollar in 2026
After 15 years of dominance, the U.S. dollar’s exceptional run is showing its age.
Credit: Canaries in the Coal Mine, or a Healthy Reality Check
Recent high-profile bankruptcies have put credit markets back in the spotlight.
Is AI in a Bubble? It’s a Marathon, not a Sprint
AI’s market dominance and transformative potential are undeniable - but is the pace of AI investment sustainable?
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.


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