Podcast Episodes
Back to SearchMacro Pulse: Tech delivers, while diplomacy wavers (June 8, 2026)
Tech is delivering, diplomacy is wavering, and markets are trying to price both. Julia Hermann and Michael LoGalbo unpack the June Macro Pulse, from …
3 months ago
Trends in market structure: digital assets edition (June 2, 2026)
Tokenization is often associated with digital assets, but its greatest potential may lie in transforming financial market structure. In this episode …
3 months, 1 week ago
Q1 earnings season: strength before resilience is tested (May 18, 2026)
The market broadened, but profitability leadership still matters. On Market Matters, Julia Hermann and Sarah Hirsch discuss Q1 earnings, AI-related c…
3 months, 3 weeks ago
What’s next for the U.S. Treasury curve (May 11, 2026)
Markets are focused on near-term inflation, even as U.S. debt has crossed 100% of GDP. In this episode of Market Matters, Julia Hermann and Sarah Hir…
3 months, 4 weeks ago
Macro Pulse: Pricing past the blockade (May 4, 2026)
Markets are showing resilience, but rising geopolitical risk and policy divergence are reshaping the investment landscape. Julia Hermann and Michael …
4 months ago
Around the world: war in Iran and the global economy (April 27, 2026)
Equity markets are holding near highs even as geopolitical risks remain elevated. Julia Hermann and Sarah Hirsch are joined by Candriam’s Emile Gagna…
4 months, 1 week ago
The macro impact of AI, with special guest Steve Friedman (April 20, 2026)
AI is moving fast, but its macro impact is still unfolding. Julia Hermann and Michael LoGalbo are joined by Steve Friedman, Senior Macroeconomist at …
4 months, 2 weeks ago
Credit and conflict: the stories moving markets
Markets have been moving quickly. In this week’s Market Matters, Julia Hermann and Sarah Hirsch break down how Iran, inflation, and private credit ar…
4 months, 3 weeks ago
Macro Pulse: macro spillovers from the Strait (April 6, 2026)
Geopolitical tensions are moving into the core macro outlook, with energy markets, inflation, and policy all increasingly interconnected. Tune in as …
5 months ago
Great power politics in action (March 30, 2026)
Geopolitical risk is moving from the background to the foreground for investors. In this episode, Julia Hermann and Michael LoGalbo explore how great…
5 months, 1 week ago