Market Matters from New York Life Investments

By New York Life Investments

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Category: Investing

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Subscribers: 3
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Episodes: 241

Description

Host Lauren Goodwin brings 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.

Episode Date
The bull-bear battles of 2025 (December 16, 2024)
Dec 17, 2024
Views from the road (December 9, 2024)
Dec 09, 2024
What’s next for the AI trade (December 2, 2024)
Dec 02, 2024
The Trump Trades: Fade or Follow? (November 18, 2024)
Nov 19, 2024
Ballots, Bulls, and Bears: Trumped-Up Markets (November 11, 2024)
Nov 11, 2024
Ballots, Bulls, and Bears: Policy continuity (November 4, 2024)
Nov 04, 2024
Rates back on the rise (October 28, 2024)
Oct 28, 2024
Ballots, Bulls and Bears: global allocation with Nadège Dufossé (October 21, 2024)
Oct 28, 2024
The moderate, middling, muddle-through economy (October 14, 2024)
Oct 14, 2024
Ballots, Bulls and Bears: Tax policy and municipal bonds (October 7, 2024)
Oct 07, 2024
Ballots, Bulls, and Bears: the view from Washington (September 30, 2024)
Sep 30, 2024
Neutral or bust! (September 23, 2024)
Sep 23, 2024
Ballots, Bulls and Bears: What’s at stake in the U.S. election, and who could win (September 16, 2024)
Sep 16, 2024
Private markets series: Real estate turning points with Tristan and NYL Real Estate Investors (September 9, 2024)
Sep 09, 2024
Private markets series: Private credit with Kartesia and Apogem Capital (September 2, 2024)
Sep 02, 2024
Private markets series: the private equity landscape with Apogem Capital (August 26, 2024)
Aug 26, 2024
Private markets series: The democratization of private markets with Bow River Capital (August 19, 2024)
Aug 19, 2024
Private markets series: our capital markets outlook (August 12, 2024)
Aug 12, 2024
Medal worthy? Q2 earnings season (August 5, 2024)
Aug 05, 2024
2024 U.S. election: Policy, not politics (July 29, 2024)
Jul 29, 2024
What small caps have to do with our recession view (July 22, 2024)
Jul 22, 2024
Prepare to (Fed) Pivot (July 15, 2024)
Jul 15, 2024
Across the pond: summer election readout (July 8, 2024)
Jul 08, 2024
New frontiers in AI: in conversation with Alex Cook
Jun 24, 2024
Investments in AI infrastructure with Simon Martin (June 17, 2024)
Jun 17, 2024
Venturing into AI with Joel Albarella (June 10, 2024)
Jun 10, 2024
Artificial Intelligence: from imagination to investment (June 3, 2024)
Jun 03, 2024
Managing geopolitical risk in portfolios (May 20, 2024)
May 20, 2024
U.S. commercial real estate: under the hood with Jon Miniman (May 6, 2024)
May 07, 2024
U.S. banks check-up with Mark Kehoe (April 29, 2024)
Apr 24, 2024
Macro Pulse, Part 2: our latest asset class views (April 22, 2024)
Apr 22, 2024
Macro Pulse: our latest economic views (April 15, 2024)
Apr 15, 2024
TikTok, chips, and the U.S.-China tech squabble (April 8, 2024)
Apr 08, 2024
Did immigration deliver a soft landing? (April 1, 2024)
Apr 01, 2024
The end of negative rates (March 25, 2024)
Mar 25, 2024
Inflation: the long slog back to target (March 18, 2024)
Mar 18, 2024
Thinking through dollar-based returns (March 11, 2024)
Mar 11, 2024
Off to the races: Super Tuesday and the U.S. Election (March 4, 2024)
Mar 04, 2024
The Magnificent 1? (February 26, 2024)
Feb 26, 2024
China: de-risk, or de-couple? with MacKay Shields (February 12, 2024)
Feb 12, 2024
Stepping out of cash with MacKay Shields (February 5, 2024)
Feb 02, 2024
Fed pivot purgatory (January 29, 2024)
Jan 29, 2024
Swan Lake 2024 (Part 2) (January 22, 2024)
Jan 22, 2024
Swan Lake: Risks that could disrupt consensus in 2024, part 1 (January 15, 2024)
Jan 15, 2024
Questions for 2024 (January 8, 2024)
Jan 05, 2024
Our holiday ode to the markets (December 18, 2023)
Dec 18, 2023
Yuletide yields (December 11, 2023)
Dec 11, 2023
2024 outlook: choose your own adventure (December 4, 2023)
Dec 04, 2023
What’s changed, what hasn’t, what’s next (November 27, 2023)
Nov 27, 2023
Hoarders: can U.S. corporations keep the labor market together? (November 13, 2023)
Nov 13, 2023
Your guide to investing in an election year (November 6, 2023)
Nov 06, 2023
Anatomy of a bear steepener (October 30, 2023)
Oct 30, 2023
The oil shock playbook (October 23, 2023)
Oct 23, 2023
Preparing your portfolio for unforeseeable shocks, with special guest Alexandra Russo (October 16, 2023)
Oct 13, 2023
Don’t forget the fiscal (October 9, 2023)
Oct 09, 2023
Climbing the wall of worry (October 2, 2023)
Oct 02, 2023
Removing 4 investor roadblocks for Q4: Part 2 (September 25, 2023)
Sep 25, 2023
Removing 4 investor roadblocks for Q4: Part 1 (September 18, 2023)
Sep 18, 2023
Financial Futures Special Series: considering outcomes-based investing with Jose Barros (September 11, 2023)
Sep 11, 2023
Financial Futures Special Series: assessing annuities with Todd Taylor (September 4, 2023)
Sep 04, 2023
Financial Futures Special Series: exploring life insurance with Amanda Kuhl (August 28, 2023)
Aug 28, 2023
Reprising: Can China build a reserve currency to compete with the dollar? (August 21, 2023)
Aug 22, 2023
Inflation: Scenarios for the rest of the year (August 14, 2023)
Aug 14, 2023
Yields up: implications of the U.S. credit downgrade (August 7, 2023)
Aug 07, 2023
Assessing the Summer of Strikes (July 31, 2023)
Jul 31, 2023
Does the economy need to land, after all? With Steve Friedman (July 24, 2023)
Jul 24, 2023
AI: The next internet, or the next dotcom bust? (July 17, 2023)
Jul 17, 2023
Housing Market Rebound: Hot Market or Head Fake? (July 10, 2023)
Jul 11, 2023
The Long-Term View on Interest Rates (July 3, 2023)
Jul 04, 2023
Cyclical and Structural Drivers of Commercial Real Estate with Stewart Rubin (June 26, 2023)
Jun 27, 2023
(Re)Globalization: Making Global Themes Investable Via Infrastructure, Featuring Tim Humphreys (June 12, 2023)
Jun 20, 2023
Midyear Outlook: Your Guide to the Late Cycle Showdown (June 12, 2023)
Jun 13, 2023
(Re)Globalization: Global Forces Impacting the Next Decade of Investing (June 5, 2023)
Jun 06, 2023
Checking In On Black Swans (May 29, 2023)
May 29, 2023
When Will the Fed Cut Rates? (May 22, 2023)
May 23, 2023
Q1 2023: The Forgotten Earnings Season? (May 15, 2023)
May 16, 2023
Banks Update: Smoke vs. Fire (May 8, 2023)
May 09, 2023
The Next Round of the Debt Ceiling Debate (May 1, 2023)
May 01, 2023
Debunking De-Dollarization, Part 2: Can China Build a Reserve Currency? (April 24, 2023)
Apr 24, 2023
Debunking De-Dollarization, Part 1: Keep Calm and Dollar On (April 17, 2023)
Apr 18, 2023
Let’s Talk Cash: The Money Market and the Dollar (April 10, 2023)
Apr 11, 2023
Checking In On Our Scenarios for Banks (April 3, 2023)
Apr 03, 2023
What’s Next for Banks? (March 27, 2023)
Mar 28, 2023
What banking sector stress means for the economy (March 20, 2023)
Mar 21, 2023
Special Episode: NYL Agent Spotlight on Armando Jimenez (March 13, 2023)
Mar 14, 2023
Checking in on the 60/40 Portfolio (March 6, 2023)
Mar 07, 2023
Back from the road: the best questions we heard from the field (February 27, 2023)
Feb 28, 2023
Prices vs Jobs: An Update on the Fed’s Two Mandates (February 20, 2023)
Feb 21, 2023
A Live Look at Q4 Earnings Season (February 13, 2023)
Feb 14, 2023
Do the International Bulls Have Legs? (February 6, 2023)
Feb 07, 2023
A Soft Landing – Welcome Relief or Wishful Thinking? (January 30, 2023)
Jan 31, 2023
Hitting the Ceiling: What’s up with U.S. Debt Sustainability (January 23, 2023)
Jan 24, 2023
Swan Lake: Risks That Could Disrupt Consensus in 2023 (January 16, 2023)
Jan 17, 2023
Have Central Bank Interventions Permanently Repriced Corporate Credit? (January 9, 2023)
Jan 10, 2023
Our 2023 Resolutions for Investing (January 2, 2023)
Jan 02, 2023
2023 Outlook: The New Recession Playbook (December 19, 2022)
Dec 20, 2022
2023 Outlook: Steady Through the Cycle (December 12, 2022)
Dec 13, 2022
2023 Outlook: 3 Drivers that Set this Cycle Apart (December 5, 2022)
Dec 05, 2022
Midterm Election Readout: The View from DC (November 21, 2022)
Nov 21, 2022
Munis and the Midterms: Where to Go From Here with Frances Lewis (November 14, 2022)
Nov 15, 2022
Third Quarter Earnings: Under the Hood (November 7, 2022)
Nov 08, 2022
Looks like Growth, Feels like Recession: The Q3 GDP Story (October 31, 2022)
Nov 01, 2022
Volatility: The Best Way Out is Through (October 24, 2022)
Oct 25, 2022
The Ins and Outs of ESG (October 17, 2022)
Oct 18, 2022
What Does and Doesn’t Matter in the Midterms (October 10, 2022)
Oct 11, 2022
The Dollar Is the Only One Smiling (October 3, 2022)
Oct 03, 2022
International Equities vs Home Court Bias with Carlos Garcia-Tunon (September 26, 2022)
Sep 27, 2022
The Sticky, the Bad, and the Ugly: The August Inflation Story (September 19, 2022)
Sep 21, 2022
Fixed Income: 3 Do’s and a Don’t with Steve Cianci (September 12, 2022)
Sep 12, 2022
What the Housing Slowdown Tells Us About the Economy (September 6, 2022)
Sep 07, 2022
Reprising: What the U.S. Dollar’s Up To (August 29, 2022)
Aug 30, 2022
Equity Investing: Infrastructure with Dan Foley (August 22, 2022)
Aug 23, 2022
Equity Investing: Growth Equities with Pat Burton (August 15, 2022)
Aug 16, 2022
Equity Investing: Value with Adam Illfelder (August 8, 2022)
Aug 09, 2022
Equity Investing: Real Estate with Jon Miniman (August 1, 2022)
Aug 02, 2022
Midyear Outlook: Finding Resilience in the Fed's Bear Market (July 25, 2022)
Jul 26, 2022
Midyear Outlook: Is the U.S. headed for recession? (July 18, 2022)
Jul 18, 2022
Midyear Outlook: When Will the Market Pain Stop? (July 11, 2022)
Jul 12, 2022
Fed's on the Move: Opportunities in Munis with Mike Denlinger
Jul 06, 2022
Fed’s on the Move: Opportunities in Floating Rate with Art Torrey (June 27, 2022)
Jun 28, 2022
Fed’s on the Move: Opportunities in High Yield with Nate Hudson (June 20, 2022)
Jun 20, 2022
Energy is Changing the Market Landscape (June 13, 2022)
Jun 14, 2022
Checking in on the U.S. Consumer (June 6, 2022)
Jun 07, 2022
Emerging Markets: Time To Buy? (May 31, 2022)
May 31, 2022
Anchoring Amid Market Volatility (May 23, 2022)
May 24, 2022
The Earnings Side of the Story (May 16, 2022)
May 16, 2022
The Fed, Yields, and Fixed Income Ideas with Steve Cianci (May 10, 2022)
May 10, 2022
Our Q2 Outlook: Can Growth Hold Up? (May 2, 2022)
May 03, 2022
Are the Interest Rate Hawks Flying Too High? (April 25, 2022)
Apr 25, 2022
Show us Your Style: Growth vs Value (April 18, 2022)
Apr 19, 2022
What the U.S. Dollar’s up to (April 11, 2022)
Apr 12, 2022
Inflation - A Multi-Asset Approach, with Special Guest Sal Bruno (April 4, 2022)
Apr 05, 2022
The energy sector: prices and investment ideas (March 28, 2022)
Mar 28, 2022
Women and Investing with Jen Tarsney (March 14, 2022)
Mar 15, 2022
High Conviction Ideas in Fixed Income, with Steve Cianci (March 7, 2022)
Mar 08, 2022
Navigating geopolitical risk with John Sitilides (February 28, 2022)
Mar 01, 2022
Introducing the new Market Matters (February 28, 2022)
Feb 28, 2022
Robert’s top takeaways for investors (February 14, 2022)
Feb 15, 2022
Is climate awareness an investable trend? (February 7, 2022)
Feb 08, 2022
Fed on the Move? Time to Diversify Your Bond Portfolio (January 31, 2022)
Feb 01, 2022
What is Breaking the Bull Market? (January 24, 2022)
Jan 25, 2022
Inflation still on the run (January 17, 2022)
Jan 18, 2022
Five Big Questions for the Economy and Markets (January 10, 2022)
Jan 10, 2022
Key themes for investing in 2022 (January 3, 2022)
Jan 04, 2022
Allocating to fixed income, with special guest Stephen Cianci (December 13, 2021)
Dec 14, 2021
2022: The year of transition? (December 6, 2022)
Dec 07, 2021
Omicron vs. The Hot Market (November 29, 2021)
Nov 30, 2021
The Infrastructure Bill & Its Secular Investment Opportunities (November 15, 2021)
Nov 16, 2021
Taper but no tantrum… what’s next for rates? (November 8, 2021)
Nov 09, 2021
Gauging Market Sentiment (November 1, 2021)
Nov 01, 2021
U.S.-China tensions: managing geopolitical risk in investor portfolios (October 25, 2021)
Oct 26, 2021
The Energy Transition and Inflation (October 18, 2021)
Oct 19, 2021
The Great Energy Crunch (October 11, 2021)
Oct 12, 2021
Investing Sustainably (October 4, 2021)
Oct 04, 2021
Demystifying China’s Property Market Woes (September 27, 2021)
Sep 28, 2021
Four Scenarios for the Fourth Quarter (September 20, 2021)
Sep 20, 2021
Government Debt on the Rise (September 13, 2021)
Sep 15, 2021
Investing in infrastructure (September 6, 2021)
Sep 06, 2021
Building worries for the fall (August 30, 2021)
Aug 30, 2021
The Infrastructure Bill’s Uncertain Future (August 23, 2021)
Aug 23, 2021
The End of Transitory Inflation? (August 16, 2021)
Aug 16, 2021
Answering Top Listener Questions (August 9, 2021)
Aug 10, 2021
Discussing private equity with special guest Chris Stringer (August 2, 2021)
Aug 03, 2021
What Inflation Means for Investments with Special Guest Michael DePalma (July 26, 2021)
Jul 26, 2021
Risks to the Reflation Trade (July 19, 2020)
Jul 19, 2021
Investing In 2021: Second Half Edition (July 12, 2020)
Jul 12, 2021
Investment Themes for the Second Half
Jul 05, 2021
Addressing the Retirement Income Puzzle (June 28, 2021)
Jun 28, 2021
Why all the Attention on Crypto? (June 21, 2021)
Jun 21, 2021
Implementing themes in a portfolio (June 14, 2021)
Jun 15, 2021
Answering listener questions (June 7, 2021)
Jun 07, 2021
Inflation: Here To Stay? with Special Guest Steven Friedman (May 24, 2021)
May 25, 2021
Are Tax Hikes a Threat to the Market? (May 17, 2021)
May 17, 2021
Can Corporate Profit Growth Continue?
May 10, 2021
Investing In Infrastructure (May 3, 2021)
May 03, 2021
Our Spring Market Outlook (April 19, 2021)
Apr 19, 2021
Investing In The Commodities Boom (April 12, 2021)
Apr 12, 2021
Preparing Portfolios for a More Sustainable Future with Special Guest Amanda Chomyszak (April 5, 2021)
Apr 05, 2021
High Yield in Retirement Planning Strategies with Special Guest Poul Kristensen (March 29, 2021)
Mar 29, 2021
Stimulus: too much or just right? (March 22, 2021)
Mar 22, 2021
Investing in Emerging Markets with Special Guest Julia Hermann (March 15, 2021)
Mar 15, 2021
What to make of a bond market shock (March 8, 2021)
Mar 08, 2021
The wild winter and how it impacts investments (March 1, 2021)
Mar 01, 2021
The Great Debate: Value vs. Growth! (February 22, 2021)
Feb 22, 2021
How to Invest the New Administration (February 15, 2021)
Feb 15, 2021
A multi-asset approach to generating income (February 8, 2021)
Feb 08, 2021
Turning meme-stock madness into investor insight (February 1, 2021)
Feb 01, 2021
Is Inflation on the Way? (January 25, 2021)
Jan 26, 2021
Will big tech dominance continue? (January 18, 2021)
Jan 18, 2021
Taking stock of 2021 investment opportunities (January 11, 2021)
Jan 11, 2021
A Santa Clause Rally in Stocks (December 14, 2020)
Dec 15, 2020
The 2021 Economy: Start of a new “Roaring 20s”? (December 7, 2020)
Dec 07, 2020
Our 2021 Investment Outlook (November 30, 2020)
Nov 30, 2020
Fixed income in a low rate environment with special Guest Ken Sommer (November 16, 2020)
Nov 17, 2020
Getting back to the economy (November 9, 2020)
Nov 10, 2020
Election results: What investors need to know (November 4, 2020)
Nov 04, 2020
Election day (November 2, 2020)
Nov 02, 2020
Are value stocks coming back in style? (October 26, 2020)
Oct 26, 2020
Election focus: Regulation (October 19, 2020)
Oct 19, 2020
Considering Venture Capital with special guest Joel Albarella (October 12, 2020)
Oct 13, 2020
Election focus: Taxes and the markets with special guest Poul Kristensen (October 5, 2020)
Oct 06, 2020
Election focus: four investments on the line (September 28, 2020)
Sep 29, 2020
Making Investments Sustainable (September 21, 2020)
Sep 21, 2020
Trending: The K-shaped portfolio (September 14, 2020)
Sep 15, 2020
Are we still in a recession? (September 7, 2020)
Sep 07, 2020
Record highs. Now What? (August 31, 2020)
Aug 31, 2020
Navigating the 2020 Election (August 24, 2020)
Aug 24, 2020
Stuck in the middle of a U.S.-China divorce (August 17, 2020)
Aug 18, 2020
All eyes on Congress (August 10, 2020)
Aug 10, 2020
Going global in your portfolio, with special guest Jon Swaney (August 3, 2020)
Aug 03, 2020
SPECIAL: Future State of Investing (July 29, 2020)
Jul 29, 2020
The download on tech stocks (July 27, 2020)
Jul 28, 2020
Special: Investing ideas for each shape of the recovery (July 22, 2020)
Jul 22, 2020
Is the strong dollar a trend of the past?
Jul 20, 2020
Special: Midyear Outlook (July 15, 2020)
Jul 15, 2020
Are international stocks finally ready to outperform? (July 13, 2020)
Jul 14, 2020
High Conviction Ideas for the Second Half (July 6, 2020)
Jul 06, 2020
A Multi-Asset Investment Process (June 29, 2020)
Jun 29, 2020
Big concerns for small caps (June 22, 2020)
Jun 22, 2020
The frenzied rally in stocks (June 15, 2020)
Jun 16, 2020
The path of interest rates and portfolio duration (June 8, 2020)
Jun 09, 2020
How does the U.S.-China redux impact emerging markets investing? (June 1, 2020)
Jun 02, 2020
Despite a cash crunch, corporate debt has ballooned (May 25, 2020)
May 25, 2020
The Fed is buying bond ETFs now (May 18, 2020)
May 18, 2020
Sell in May and… Shelter in Place? (May 11, 2020)
May 12, 2020
Wherefore Art Thou, Dividends? (May 4, 2020)
May 05, 2020
I’ll Pay You To Take This Oil (April 27, 2020)
Apr 28, 2020
The Fed… Oh My! (April 20, 2020)
Apr 21, 2020
A Second Look at the 60/40 Portfolio (April 13, 2020)
Apr 13, 2020
Special: Answering listener questions (March 23, 2020)
Apr 13, 2020
Is It Time To Get Back Into Risk Assets? (April 6, 2020)
Apr 07, 2020
Three Risks and Three Clues for COVID-19 (March 30, 2020)
Mar 30, 2020
Special: The Multi-Asset Investment Process (January 13, 2020)
Mar 27, 2020
Special: 2020 Outlook (January 20, 2020)
Mar 27, 2020
Is Coronavirus Infecting the Bull Market? (January 27, 2020)
Mar 27, 2020
It's Caucus Season! (February 3, 2020)
Mar 27, 2020
What European Recovery? with special guest Jon Swaney (February 10, 2020)
Mar 27, 2020
How Does A Virus Play Out In The Economy? with special guest Amit Soni (March 2, 2020)
Mar 27, 2020
COVID-19 and Your Portfolio (March 9, 2020)
Mar 27, 2020
Policy Responses to COVID-19 (March 16, 2020)
Mar 27, 2020
Special: Introducing the Market Matters Podcast (January 6, 2020)
Mar 27, 2020