Market Matters from New York Life Investments Podcast
1) 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 week, Julia Hermann and Lauren Goodwin explore what’s behind the dollar’s recent decline, and how investors can ...Show More
2) 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 S...Show More
3) 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 mos...Show More
4) Top investor questions from recent travels (October 20, 2025)
Fresh from the road, Julia Hermann and Lauren Goodwin share key insights from global investor conversations, covering shifting investor sentiment around AI, gold’s runup, and the questions around qual...Show More
5) Two fallen governments, one common problem (October 13, 2025)
This week on Market Matters, Julia Hermann breaks down two sets of market-moving political events – France’s government reshuffle and Japan’s leadership shift – and what they mean for sovereign yield...Show More
6) 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 data releases. Julia Hermann and Sarah Hirsch discuss how the data blackout complicates the Fed’s October 28–29 ...Show More
7) 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 Michael LoGalbo break down this element of a broader geopolitical regime shift – diving into current events in Eas...Show More
8) 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 Hirsch explain why this will be the start of a sporadic, not sustained, easing cycle, and how that shapes the ou...Show More
9) The Fed’s back at it (September 15, 2025)
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? Lauren Goodwin and Julia Hermann break it do...Show More
10) Macro pulse: turning leaves, turning points (September 8, 2025)
Capital markets have priced out the worst-case scenario from U.S. policy uncertainty, but policy risks remain. Join Julia Hermann and Sarah Hirsch as they discuss the September Macro Pulse, examining ...Show More