Podcast Episodes
Back to SearchThird Quarter Earnings: Under the Hood (November 7, 2022)
Third quarter earnings season is coming to a close, and results have been just as mixed as this economy feels. This week on the podcast, host Lauren …
3 years, 5 months ago
Looks like Growth, Feels like Recession: The Q3 GDP Story (October 31, 2022)
Economic activity came in strong in the third quarter – so why does it feel like the U.S. economy is already in recession? Lauren Goodwin and Julia H…
3 years, 5 months ago
Volatility: The Best Way Out is Through (October 24, 2022)
Market volatility has been rampant, but the lowest-volatility investment solutions can be a drag on total return when inflation is high. Where can in…
3 years, 5 months ago
The Ins and Outs of ESG (October 17, 2022)
Julia Hermann hosts special guest Eunie Popp, Head of U.S. Sustainable Investing at New York Life Investments, who takes listeners through what ESG m…
3 years, 5 months ago
What Does and Doesn’t Matter in the Midterms (October 10, 2022)
Lauren and Julia discuss the upcoming midterm elections in the U.S. – what matters, what doesn’t, and what sectors might benefit under the potential …
3 years, 6 months ago
The Dollar Is the Only One Smiling (October 3, 2022)
Lauren and Julia discuss the domestic and global ramifications of the historically strong dollar. Plus – what happened in the UK last week, and why i…
3 years, 6 months ago
International Equities vs Home Court Bias with Carlos Garcia-Tunon (September 26, 2022)
Lauren and Julia are joined by special guest Carlos Garcia-Tunon, Senior Managing Director and Head of Fundamental Equity at MacKay Shields. Though m…
3 years, 6 months ago
The Sticky, the Bad, and the Ugly: The August Inflation Story (September 19, 2022)
Lauren and Julia dig into the August inflation data: what drove the worrying print, and what it means for the Fed, economic growth, and investments.
3 years, 6 months ago
Fixed Income: 3 Do’s and a Don’t with Steve Cianci (September 12, 2022)
Host Lauren Goodwin is joined by special guest Steve Cianci, co-head of Global Fixed Income at MacKay Shields, to discuss high-conviction investment …
3 years, 7 months ago
What the Housing Slowdown Tells Us About the Economy (September 6, 2022)
Lauren and Julia provide an update on the housing market slowdown, and what that means for inflation and recession risks.
3 years, 7 months ago