Podcast Episodes
Back to SearchMacro Pulse: the long end takes the wheel
Long-term yields are rising, AI remains a powerful catalyst, and U.S. economic and corporate strength continue to support markets. Julia Hermann and …
2 hours ago
Greatest Hits - Trends in market structure: digital assets edition
This month, Market Matters is pressing replay on some of our greatest hits from the first half of 2026. Originally recorded on June 2, 2026, this epi…
2 weeks ago
Greatest Hits - A full guide to Fed independence
This month, Market Matters is pressing replay on some of our greatest hits from the first half of 2026. Originally recorded on January 20, 2026, this…
4 weeks ago
Finding opportunities amid global uncertainty (August 3, 2026)
Global uncertainty is creating new risks and opportunities. Julia Hermann and Michael LoGalbo discuss how tariffs, energy pressures, and regional pol…
1 month ago
Understanding the growth and democratization of private equity (July 27, 2026)
Private equity access is expanding. On Market Matters, Sarah Hirsch shares webinar excerpts with Jeremy Held, CFA, of Bow River Capital on evergreen …
1 month, 1 week ago
Macro Pulse Midyear outlook: the narrowing path (July 20, 2026)
The first half of 2026 showed resilience, but the path ahead is narrowing. Julia Hermann and Michael LoGalbo discuss U.S. exceptionalism, AI-driven g…
1 month, 2 weeks ago
Chipflation: today’s leg of market leadership (July 13, 2026)
In this episode of Market Matters, Julia Hermann and Michael LoGalbo discuss “chipflation,” the shift from compute to memory in AI market leadership,…
1 month, 3 weeks ago
Separating signal from noise in private credit (June 29, 2026)
Private credit has grown meaningfully over the past 15 years, but recent headlines have raised questions about further growth. In this episode of Mar…
2 months, 1 week ago
Relief vs belief (June 22, 2026)
Markets are weighing easing oil-shock fears against a more hawkish Fed. In this episode of Market Matters, Julia Hermann and Michael LoGalbo discuss …
2 months, 2 weeks ago
The IPO wave that could reshape the market (June 15, 2026)
For years, some of the market’s most important companies have stayed private. In this episode of Market Matters, Julia Hermann and Michael LoGalbo di…
2 months, 3 weeks ago