Podcast Episodes
Back to SearchLet’s Talk Cash: The Money Market and the Dollar (April 10, 2023)
Lauren Goodwin and Julia Hermann discuss cash: why there’s been a huge inflow into money market funds, what bond volatility can tell us about recessi…
3 years ago
Checking In On Our Scenarios for Banks (April 3, 2023)
Strategists Julia Hermann and Michael LoGalbo team up to provide a status update on the banking sector and implications for portfolios. They check in…
3 years ago
What’s Next for Banks? (March 27, 2023)
Julia Hermann is joined by Mark Kehoe, Portfolio Manager and Credit Analyst at MacKay Shields, to discuss what’s next for banks after tumult in the s…
3 years ago
What banking sector stress means for the economy (March 20, 2023)
Julia Hermann is joined by Steve Friedman, Managing Director and Macro Economist at MacKay Shields, for a discussion of what caused the failure of Si…
3 years ago
Special Episode: NYL Agent Spotlight on Armando Jimenez (March 13, 2023)
In the first ever Agent Spotlight special episode, Lauren Goodwin and Julia Hermann host New York Life agent Armando Jimenez, a top producer of both …
3 years, 1 month ago
Checking in on the 60/40 Portfolio (March 6, 2023)
Last year was one of the worst for the 60/40 portfolio. In this episode, host Lauren Goodwin and Portfolio Strategist Michael LoGalbo share how it ca…
3 years, 1 month ago
Back from the road: the best questions we heard from the field (February 27, 2023)
Julia Hermann flips the mic on Lauren Goodwin this week. Lauren’s been on the road with clients and sales partners, and shares her take on the market…
3 years, 1 month ago
Prices vs Jobs: An Update on the Fed’s Two Mandates (February 20, 2023)
The Fed’s dual mandate might hold the key to understanding the recent relief rally. Lauren Goodwin and Julia Hermann dive into their report card on t…
3 years, 1 month ago
A Live Look at Q4 Earnings Season (February 13, 2023)
Lauren Goodwin and Julia Hermann provide a live look in the midst of Q4 earnings season and relate corporate reporting to macro developments.
3 years, 2 months ago
Do the International Bulls Have Legs? (February 6, 2023)
International assets from Europe to China have seen a strong rally over the past few months. In this episode, Lauren Goodwin and Julia Hermann put to…
3 years, 2 months ago