Podcast Episodes
Back to SearchTop investor questions from recent travels (October 20, 2025)
Fresh from the road, Julia Hermann and Lauren Goodwin share key insights from global investor conversations, covering shifting investor sentiment aro…
5 months, 3 weeks ago
Two fallen governments, one common problem (October 13, 2025)
This week on Market Matters, Julia Hermann breaks down two sets of market-moving political events – France’s government reshuffle and Japan’s leader…
6 months ago
How a U.S. government shutdown hits the desk, and the outlook (October 6, 2025)
The U.S. government has shut down, furloughing federal workers and halting key economic data releases. Julia Hermann and Sarah Hirsch discuss how the…
6 months, 1 week ago
Investment themes for a changing world order (September 29, 2025)
What does a new era of security-first economics mean for investors? Julia Hermann and Michael LoGalbo break down this element of a broader geopolitic…
6 months, 2 weeks ago
Cut, pause, repeat: the impact of sporadic easing on the economy and markets (September 22, 2025)
After a nine-month pause, the Fed has resumed an easing cycle. Lauren Goodwin and Sarah Hirsch explain why this will be the start of a sporadic, not …
6 months, 3 weeks ago
The Fed’s back at it (September 15, 2025)
The Fed is set to deliver its first rate cut in nine months. How will the latest jobs revision and inflation data shape the market outlook ahead? Lau…
7 months ago
Macro pulse: turning leaves, turning points (September 8, 2025)
Capital markets have priced out the worst-case scenario from U.S. policy uncertainty, but policy risks remain. Join Julia Hermann and Sarah Hirsch as…
7 months, 1 week ago
Private markets: navigating a global market reset (September 1, 2025)
From diverging interest rate cycles to policy uncertainty, the first half of 2025 shifted private markets. Lauren Goodwin and Sarah Hirsch share thei…
7 months, 2 weeks ago
Flows speak louder than fears: the latest on U.S. asset demand (August 25, 2025)
The narrative of a global exit from U.S. assets has been loud this year, but the data tells a different story. In this week’s episode of Market Matte…
7 months, 3 weeks ago
The leaning tower of austerity: the future of sovereign debt in Europe (August 11, 2025)
Continuing a four-part series on debt sustainability: Europe has a strong legacy of fiscal discipline, but often at the cost of productive investment…
8 months ago