Podcast Episodes
Back to SearchTwo economies, one headline: the implications of a K-shaped economy (January 26, 2026)
Headline economic data can look steady, even when real strain exists beneath the surface. On Market Matters, Julia Hermann and Michael LoGalbo break …
2 months, 2 weeks ago
A full guide to Fed independence (January 20, 2026)
Why does Federal Reserve independence matter, and how would markets respond if it weakened? On Market Matters, Julia Hermann and Sarah Hirsch break d…
2 months, 3 weeks ago
Sticky questions from our U.S. wealth conference (January 12, 2026)
After a week of conversations with our U.S. wealth teams, a few themes stood out as especially “sticky” for 2026. Lauren Goodwin and Julia Hermann di…
3 months ago
Putting cash to work in the new year (January 5, 2026)
With nearly $8 trillion sitting in money market funds, investors face a familiar challenge: how to deploy capital when entry points feel scarce. Laur…
3 months, 1 week ago
Our holiday ode to the markets (December 15, 2025)
‘Twas NYLI before Christmas… and the perfect moment to unwind with our final episode of 2025. Join Julia Hermann as she reads her annual holiday vers…
4 months ago
Will the gold rush extend into 2026? (December 9, 2025)
Is gold becoming the next bubble or just catching up to years of structural demand? In this Market Matters episode, Julia Hermann and “Macro” Mike Lo…
4 months, 1 week ago
Charting the year ahead: Outlook for 2026 (December 1, 2025)
Policy support, AI innovation, and profitability are extending the U.S. cycle, but not without risk. This week on Market Matters, Lauren Goodwin and …
4 months, 2 weeks ago
What to do about the dollar in 2026 (November 17, 2025)
After 15 years of dominance, the U.S. dollar’s exceptional run is showing its age. This week, Julia Hermann and Lauren Goodwin explore what’s behind …
4 months, 4 weeks ago
Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)
Recent high-profile bankruptcies have put credit markets back in the spotlight. In this week’s Market Matters, Lauren Goodwin and Sarah Hirsch are jo…
5 months ago
Is AI in a bubble? It’s a marathon, not a sprint (November 3, 2025)
AI’s market dominance and transformative potential are undeniable - but is the pace of AI investment sustainable? This week, Lauren Goodwin and Julia…
5 months, 1 week ago