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Artwork for Market Matters from New York Life Investments

Market Matters from New York Life Investments

New York Life Investments
Federal Reserve
Inflation
China
Labor Market
Interest Rates
2024 US Presidential Election
US Corporations
Earnings Season
Labor Hoarding
Economic Cycle
Yield Curve
Recession
Cash Buffers
Small Businesses
European Union
AI Boom
Human Capital
S&P 500 Index
Nuclear Energy
Barriers To Trade

Hosts Lauren Goodwin and Julia Hermann bring a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investments.

PublishesWeeklyEpisodes287Founded6 years ago
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Artwork for Market Matters from New York Life Investments

Latest Episodes

‘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 verse, capturing the year’s market highs, lows, and everything in between.

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 LoGalbo dissect the drivers behind gold’s outsized move in 2025 and the risks of chasing performance. T... more

Policy support, AI innovation, and profitability are extending the U.S. cycle, but not without risk. This week on Market Matters, Lauren Goodwin and Julia Hermann outline the 2026 Outlook from New York Life Investments’ Global Market Strategy team an... more

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 the dollar’s recent decline, and how investors can navigate a more balanced currency landscape ahead.... more

Key Facts

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Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Cameron White
Head of Credit Research and Portfolio Manager at MacKay Shields
MacKay Shields
Episode: Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)
Rob Smalley
Investment Grade and High Yield Global Credit Strategist
MacKay Shields
Episode: Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)
Patrick Koehl
Managing Director at Apogem Capital, focused on middle and lower middle market direct lending
Apogem Capital
Episode: Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)
Sarah Hirsch
Former government official
Episode: How a U.S. government shutdown hits the desk, and the outlook (October 6, 2025)
Florence Pisani
Chief economist at Candriam.
Candriam
Episode: The leaning tower of austerity: the future of sovereign debt in Europe (August 11, 2025)
Nicolas Jullien
Global Head of Fixed Income for Candriam.
Candriam
Episode: The leaning tower of austerity: the future of sovereign debt in Europe (August 11, 2025)
Valentina Chen
Head and Portfolio Manager of the Emerging Market Debt Team
MacKay Shields
Episode: The great wall of liabilities: the future of debt in China (August 4, 2025)
Steven Friedman
Managing Director and Senior Macroeconomist on the Global Fixed Income Team at MacKay Shields
MacKay Shields
Episode: The empire of IOU: the future of U.S. sovereign debt (July 28, 2025)
Kee Rabb
Managing Director at Apogem Capital
Apogem Capital
Episode: Checking in on the U.S. private markets, with Apogem and Bow River (May 5, 2025)

Hosts

Julia Hermann
Co-host focused on providing insights related to economic trends and decision-making strategies in investments.
Lauren Goodwin
Co-host with expertise in economic analysis and investment strategies, providing insights for portfolio management.

Reviews

5.0 out of 5 stars from 80 ratings
  • Smooth & Krisp

    Long time listener first time rating. You all do a fantastic job navigating speed and accuracy while focusing on what is most important, or what matters!

    Thank you!

    Apple Podcasts
    5
    Foreman83
    United States3 years ago
  • Informative Fun

    I’ve been listening since this podcast launched and I’m a big fan. As the series continues, you start to grow along with LG & Robert and their nerdy jokes get funnier and funnier (that or quarantine is just getting to me). The length is good — not so long to make you fall asleep, but not too short to leave out pertinent information. My one critique is the app design update—it used to be a fun bright blue and modern logo, and now it’s a generic dark blue; a bit boring and what you’d expect from a... more

    Apple Podcasts
    5
    Kraznov
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some feedback notes a desire for more diverse guest appearances to enrich perspectives shared in episodes.
Many commend the hosts for their ability to simplify complex financial topics, making them accessible to a wider audience.
Listeners appreciate the detailed and insightful discussions about economic trends and investment strategies.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#47
Poland/Business/Investing
Apple Podcasts
#84
Colombia/Business/Investing
Apple Podcasts
#214
Poland/Business
Apple Podcasts
#237
India/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)
Q: If you see a slowdown in the broader economy, where might we actually see it first in the private credit markets?
Two areas to look at are revolver draws and pick interest; these indications could show liquidity constraints among businesses.
Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)
Q: So what's your view on this? What red flags in the market would make you more cautious?
There are three categories to watch: a macro slowdown indicated by weaker earnings, liquidity squeeze shown by wider primary concessions, and funding stress reflected in the speeds of loans.
How a U.S. government shutdown hits the desk, and the outlook (October 6, 2025)
Q: So perhaps if you could explain what in the world is happening in Washington, that would be a great start for us today.
The U.S. government funding lapsed, triggering a government shutdown which may last days or possibly weeks, primarily due to a standoff regarding the renewal of subsidies for the Affordable Care Act.
Cut, pause, repeat: the impact of sporadic easing on the economy and markets (September 22, 2025)
Q: What would unlock the housing market?
It would need to be a combination of lower rates and lower prices.
Cut, pause, repeat: the impact of sporadic easing on the economy and markets (September 22, 2025)
Q: How does this align with our view, and then separately with the market's view of this easing cycle?
The market seems to have taken a more dovish stance than we have, pricing in about six cuts between this year and next.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

A focus on timely topics within the economy and financial markets characterizes the content, with a particular emphasis on investment strategies regarding multi-asset portfolios. Hosts engage in discussions tailored for a professional audience, analyzing current trends and macroeconomic signals that affect investment decisions. Key themes often involve the behavior of market assets, government policies, and macroeconomic indicators, providing insights into how these factors impact portfolio management. Unique elements such as guest contributions from finance experts further enrich the discussions, offering varied perspectives on complex economic issues.

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These podcasts share a similar audience with this podcast:

1. Eye On The Market
2. The Memo by Howard Marks
3. Thoughts on the Market
4. Notes on the Week Ahead
5. Capital Ideas Podcast

How many episodes of this podcast are there?

this podcast launched 6 years ago and published 287 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Cameron White
2. Rob Smalley
3. Patrick Koehl
4. Sarah Hirsch
5. Florence Pisani
6. Nicolas Jullien
7. Valentina Chen
8. Steven Friedman

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