Podcast Episodes
Back to SearchFinancial Futures Special Series: exploring life insurance with Amanda Kuhl (August 28, 2023)
In their Financial Futures special series, Lauren Goodwin and Julia Hermann host leaders from across New York Life to discuss approaches that help li…
2 years, 7 months ago
Reprising: Can China build a reserve currency to compete with the dollar? (August 21, 2023)
The BRICS (Brazil, Russia, India, China, South Africa) countries meet for a summit this week, prompting renewed questions about Dollar influence. Lau…
2 years, 7 months ago
Inflation: Scenarios for the rest of the year (August 14, 2023)
In the wake of July’s inflation data, the disinflation process seems well intact. Does inflation need to be at the forefront of investors’ minds anym…
2 years, 8 months ago
Yields up: implications of the U.S. credit downgrade (August 7, 2023)
Yields have moved meaningfully higher in the last week, but it’s not all because of the U.S. credit rating downgrade. This week, Lauren Goodwin and J…
2 years, 8 months ago
Assessing the Summer of Strikes (July 31, 2023)
Ongoing strikes, scheduled strikes, and high-stakes labor negotiations have swept headlines. Do they affect the big picture? Lauren Goodwin and Juli…
2 years, 8 months ago
Does the economy need to land, after all? With Steve Friedman (July 24, 2023)
Lauren Goodwin and Julia Hermann welcome special guest Steve Friedman of MacKay Shields to debate the path of economic growth ahead. Can a “no landin…
2 years, 8 months ago
AI: The next internet, or the next dotcom bust? (July 17, 2023)
It’s the early days of the era of generative artificial intelligence (AI). Lauren Goodwin, Julia Hermann, and Michael LoGalbo discuss how their team …
2 years, 8 months ago
Housing Market Rebound: Hot Market or Head Fake? (July 10, 2023)
Some data suggests that the U.S. housing market is rebounding. But is this sustainable when affordability hasn’t improved? Lauren Goodwin and Julia H…
2 years, 9 months ago
The Long-Term View on Interest Rates (July 3, 2023)
The Fed’s latest hiking cycle has been sizable and swift, impacting nearly every asset class. Yet long-term Treasury yields have remained relatively …
2 years, 9 months ago
Cyclical and Structural Drivers of Commercial Real Estate with Stewart Rubin (June 26, 2023)
Investors frequently point out commercial real estate as a major area of risk in this economic cycle. Is that the case? Stewart Rubin of NYL Real Est…
2 years, 9 months ago