Podcast Episodes
Back to SearchCredit and conflict: the stories moving markets
Markets have been moving quickly, and the underlying story is becoming more complex. In this week’s Market Matters, Julia Hermann and Sarah Hirsch br…
2 days, 20 hours ago
Macro Pulse: macro spillovers from the Strait (April 6, 2026)
Geopolitical tensions are moving into the core macro outlook, with energy markets, inflation, and policy all increasingly interconnected. Tune in as …
1 week, 2 days ago
Great power politics in action (March 30, 2026)
Geopolitical risk is moving from the background to the foreground for investors. In this episode, Julia Hermann and Michael LoGalbo explore how great…
2 weeks, 2 days ago
Conflict in Iran: the Strait of Hormuz closure and wider economic shock (March 24, 2026)
Markets have remained relatively calm, but the U.S. conflict with Iran has raised the stakes for the global economy. In this episode, Lauren Goodwin …
3 weeks, 2 days ago
Is broader better? (March 16, 2026)
Markets have broadened so far in 2026, but broader doesn’t necessarily mean better. In the latest episode of Market Matters, Lauren Goodwin and Julia…
4 weeks, 2 days ago
Macro Pulse: the cycle extends but volatility returns (March 9, 2026)
The year has started with a tug-of-war between resilient growth and rising policy risk, and the path forward for markets will likely continue to be p…
1 month ago
There is no place like (an affordable) home (March 2, 2026)
There’s no place like home, but for many Americans, homeownership feels further out of reach than ever. In this episode of Market Matters, Julia Herm…
1 month, 1 week ago
Thoughts from the road (February 17, 2026)
Markets are moving fast in 2026, and investor sentiment is shifting with them. In this episode of Market Matters, Julia Hermann and Sarah Hirsch shar…
1 month, 4 weeks ago
Extending the cycle: growth and opportunity across private markets (February 9, 2026)
Private markets are entering 2026 with renewed momentum. Lauren Goodwin and Sarah Hirsch preview the 2026 Global Private Markets Outlook, sharing the…
2 months ago
Searching for Black Swans in 2026 (Part 1) (February 2, 2026)
In this episode of Market Matters, Lauren Goodwin and Michael LoGalbo explore four black swan scenarios from the 2026 Swan Lake report, including dis…
2 months, 1 week ago