Podcast Episodes
Back to SearchA Soft Landing – Welcome Relief or Wishful Thinking? (January 30, 2023)
The market has started 2023 off strong – but is it a temporary bear market rally or a more durable soft landing? In this episode, Lauren Goodwin and …
3 years, 2 months ago
Hitting the Ceiling: What’s up with U.S. Debt Sustainability (January 23, 2023)
Last week, the U.S. hit its debt ceiling. In this episode, Lauren Goodwin and Julia Hermann discuss what the new debt ceiling negotiation may mean fo…
3 years, 2 months ago
Swan Lake: Risks That Could Disrupt Consensus in 2023 (January 16, 2023)
While the coming year is full of uncertainty, we’ve observed that much of the financial community is hugging consensus views around inflation, intere…
3 years, 3 months ago
Have Central Bank Interventions Permanently Repriced Corporate Credit? (January 9, 2023)
In the early days of the pandemic, the Fed responded to severe market dislocations by announcing new corporate bond buying programs to stabilize the …
3 years, 3 months ago
Our 2023 Resolutions for Investing (January 2, 2023)
As we ring in the new year, Lauren, Julia and Michael present their 2023 investing resolutions.
3 years, 3 months ago
2023 Outlook: The New Recession Playbook (December 19, 2022)
Many investors have forecast recession for next year. In this episode, our strategists share their high-conviction buys as the cycle turns.
3 years, 3 months ago
2023 Outlook: Steady Through the Cycle (December 12, 2022)
Lauren Goodwin, Julia Hermann, and Michael LoGalbo discuss part two of their 2023 Outlook. Recession looks likely for 2023 – what does it mean for in…
3 years, 4 months ago
2023 Outlook: 3 Drivers that Set this Cycle Apart (December 5, 2022)
Lauren Goodwin, Julia Hermann, and Michael LoGalbo launch their 2023 Outlook – “Steady through the cycle: the new recession playbook.” They discuss t…
3 years, 4 months ago
Midterm Election Readout: The View from DC (November 21, 2022)
The midterm elections have come and gone, but leave lasting implications for policy. Lauren Goodwin and Julia Hermann host special guests Whytne Broo…
3 years, 4 months ago
Munis and the Midterms: Where to Go From Here with Frances Lewis (November 14, 2022)
Lauren and Julia host special guest Frances Lewis, Senior Managing Director and Portfolio Manager at MacKay Municipal Managers, to discuss all things…
3 years, 5 months ago