Podcast Episodes

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Could lower tariffs mean higher inflation? (May 19, 2025)

U.S.–China tariffs have been rolled back – at least temporarily. Lauren Goodwin and Julia Hermann break down what this trade détente means for inflat…

10 months, 4 weeks ago

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Geopolitical risk in a shifting world order (May 12, 2025)

Geopolitical risk is increasing, becoming a key factor in the macroeconomic landscape. Lauren Goodwin and 'Macro Mike' LoGalbo explore the growing li…

11 months ago

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Checking in on the U.S. private markets, with Apogem and Bow River (May 5, 2025)

Lauren Goodwin is joined by Kee Rabb, Managing Director at Apogem Capital, and Jeremy Held, Managing Director at Bow River Capital, to discuss how ne…

11 months, 1 week ago

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Shifting market correlations (April 28, 2025)

The market is changing, and so are the rules. Learn how to navigate the shifting landscape with Julia Hermann on Market Matters.

11 months, 2 weeks ago

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Top investor questions (April 21, 2025)

Lauren Goodwin and Julia Hermann have been on the road, engaging with U.S.-based investors and gathering their most pressing questions. Tune in to Ma…

11 months, 3 weeks ago

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Market strategy with special guest Brian Levitt (April 14, 2025)

Lauren Goodwin hosts Brian Levitt, Global Market Strategist at Invesco, to discuss how market strategists manage challenging economic backdrops. They…

1 year ago

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A defining moment for global trade (April 7, 2025)

The past few days – and coming weeks – mark a historic moment for global trade and for markets. Lauren Goodwin and Julia Hermann share how the recipr…

1 year ago

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Tariff Tuesday (March 31, 2025)

Lauren Goodwin and Julia Hermann have one topic to cover this week: tariffs. Tune in as we dive into the implications of Tariff Tuesday, including ne…

1 year ago

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Risks vs reality: our take on recent market volatility (March 17, 2025)

Julia Hermann and Michael LoGalbo explore the recent decline in U.S. equities, driven by soaring policy uncertainty, and examine its implications for…

1 year ago

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Are changes in Europe a game changer for investments? (March 10, 2025)

Host Lauren Goodwin is joined by Emile Gagna, Deputy Head of Economic Research at Candriam, to discuss the latest policy announcements in Europe and …

1 year, 1 month ago

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