Podcast Episodes
Back to SearchStepping out of cash with MacKay Shields (February 5, 2024)
Forecasts of short-term rates driven by Fed policy have been ever changing, but after the recent inflation print, it seems as though Fed Funds may ha…
2 years, 2 months ago
Fed pivot purgatory (January 29, 2024)
Even with inflation and the jobs market both running hot, many investors are convinced of an imminent cut in interest rates. Lauren Goodwin and Julia…
2 years, 2 months ago
Swan Lake 2024 (Part 2) (January 22, 2024)
While the coming year is full of uncertainty, we’ve observed that much of the financial community is hugging consensus views around inflation, intere…
2 years, 2 months ago
Swan Lake: Risks that could disrupt consensus in 2024, part 1 (January 15, 2024)
While the coming year is full of uncertainty, we’ve observed that much of the financial community is hugging consensus views around inflation, intere…
2 years, 3 months ago
Questions for 2024 (January 8, 2024)
New year, new views. Lauren Goodwin and Julia Hermann kick off their 2024 podcasting adventures with the key questions they see driving investment ou…
2 years, 3 months ago
Our holiday ode to the markets (December 18, 2023)
‘Twas NYLIM before Christmas… curl up by the fire for the final episode of Market Matters in 2023. Julia Hermann shares her ode to the markets.
2 years, 3 months ago
Yuletide yields (December 11, 2023)
As 2023 draws to a close, the market has enjoyed some relief from the steady rise in interest rates. Lauren Goodwin and Julia Hermann look into why y…
2 years, 4 months ago
2024 outlook: choose your own adventure (December 4, 2023)
In our 2024 Outlook, choose your own adventure. Lauren Goodwin, Julia Hermann, and Michael LoGalbo explore scenarios for 2024 along with the actionab…
2 years, 4 months ago
What’s changed, what hasn’t, what’s next (November 27, 2023)
The themes pervading 2024 investment outlooks – Fed tightening, chance of recession, and market volatility – are little changed from the start of the…
2 years, 4 months ago
Hoarders: can U.S. corporations keep the labor market together? (November 13, 2023)
The fates of the U.S. corporate sector and labor market are closely entwined, and in this cycle, labor hoarding by large companies has contributed to…
2 years, 5 months ago