Podcast Episodes
Back to SearchWhat to do when stellar earnings aren’t enough (March 3, 2025)
Last week’s NVIDIA earnings report may have been stellar, but didn’t alleviate investor jitters. Julia Hermann and Michael LoGalbo discuss what last …
1 year, 1 month ago
Private Markets Series: Our latest take on the private markets (February 24, 2025)
This week, Lauren Goodwin and Julia Hermann turn to the private markets, where they see four turning points driving capital allocation. Tune in as th…
1 year, 1 month ago
Inflation on the accelerator (February 17, 2025)
Lauren Goodwin and Julia Hermann dive into the latest inflation figures that shook the market - briefly. Listen for a comprehensive breakdown of the …
1 year, 1 month ago
Dealing with market disruptions (February 10, 2025)
Lauren Goodwin and Julia Hermann dive into two major market disruptions: the DeepSeek AI model that shook investor confidence in U.S. tech dominance …
1 year, 2 months ago
Searching for Black Swans (Part 2) (February 3, 2025)
Lauren Goodwin and Michael LoGalbo are back for round two of our annual Black Swans discussion. From climate risks to maritime threats, tune in for t…
1 year, 2 months ago
Searching for Black Swans (Part 1) (January 27, 2025)
It’s Swan Lake week, and Lauren Goodwin and Macro Michael LoGalbo are diving into the unknown. Tune in for the top 4 black swan risks that could disr…
1 year, 2 months ago
Biden’s Last Business Day (January 17, 2025)
Lauren Goodwin and Julia Hermann explore the policy changes marking the Biden-Trump transition, focusing on key considerations for investors. These s…
1 year, 2 months ago
Is the 9-to-5 pushing yields to 5%? (January 13, 2025)
Lauren Goodwin and Julia Hermann discuss the strong December 2024 jobs report and the subsequent market reactions, including a decline in equities an…
1 year, 3 months ago
Our Top 5 Questions for 2025
Julia Hermann and Michael LoGalbo are reporting live from New York Life Investments' National Sales Conference in Phoenix, Arizona sharing the top fi…
1 year, 3 months ago
NYLIM Before Christmas (December 23, 2024)
From a gold-plated rooftop in NYC, we bring festive tidings from Global Market Strategy…
Join us for a special holiday episode of Market Matters, whe…
1 year, 3 months ago