Podcast Episodes
Back to SearchThe great wall of liabilities: the future of debt in China (August 4, 2025)
The team’s series on sovereign debt sustainability continues, this week with a focus on China. Julia Hermann hosts Valentina Chen, Head and Portfolio…
8 months, 1 week ago
The empire of IOU: the future of U.S. sovereign debt (July 28, 2025)
Julia Hermann hosts Steven Friedman, Managing Director and Senior Macroeconomist at MacKay Shields, for a special recording of Market Matters on the …
8 months, 2 weeks ago
Trust or bust: the megatrend of global debt sustainability (July 21, 2025)
Join Lauren Goodwin and Julia Hermann for a special recording of Market Matters, on the 34th floor of the New York Life building in Manhattan. Your h…
8 months, 3 weeks ago
Pollyanna can’t ignore tariffs forever (July 14, 2025)
Are markets underestimating the ripple effects of recent tariff changes? Lauren Goodwin and Julia Hermann break down the latest data, policy shifts, …
9 months ago
Macro in the midyear sun (July 7, 2025)
On this week’s episode of Market Matters, Lauren Goodwin and Julia Hermann deliver a midyear macro check-in, breaking down the four key forces shapin…
9 months, 1 week ago
Geopolitics “live”: U.S.-Iran-Israel conflict (June 30, 2025)
Lauren Goodwin and Julia Hermann assess how recent U.S. involvement in the Middle East may affect inflation, commodities, and asset allocation. They …
9 months, 2 weeks ago
Do investors really want out of U.S. assets? (June 23, 2025)
Lauren Goodwin and Julia Hermann examine a key question hanging over global allocation: do investors want out of the U.S.? This week’s episode explor…
9 months, 3 weeks ago
Top takeaways from our Global Investor Forum (June 16, 2025)
At the New York Life Investments’ Global Investor Forum, one theme was loud and clear: the global investment landscape is undergoing structural chang…
10 months ago
Breadcrumbs of Softness (June 9, 2025)
Lauren Goodwin and Julia Hermann introduce the newest member of the Global Market Strategy team, Sarah Hirsch! Julia and Sarah break down the latest …
10 months, 1 week ago
Accepting new policy and market realities (June 2, 2025)
Bond yields are rising, and tariffs are back in focus. This broader spectrum of policy uncertainty may require investors to adjust. Julia Hermann and…
10 months, 2 weeks ago