Market Matters from New York Life Investments

New York Life Investments
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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.

  1. 6D AGO

    Putting cash to work in the new year (January 5, 2026)

    With nearly $8 trillion sitting in money market funds, investors face a familiar challenge: how to deploy capital when entry points feel scarce. Lauren Goodwin and Julia Hermann share their latest thinking on deploying new funds in 2026, highlighting marginal shifts in allocation views across small caps, ex-U.S. equities, private markets, and income-oriented credit, all through the lens of diversification and quality.

    13 min

  2. 12/15/2025

    Our holiday ode to the markets (December 15, 2025)

    ‘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.

    6 min

  3. 12/08/2025

    Will the gold rush extend into 2026? (December 9, 2025)

    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. They discuss why gold works best as a diversifier, not a growth engine, and offer a framework for sizing positions as 2026 approaches.

    13 min

  4. 12/01/2025

    Charting the year ahead: Outlook for 2026 (December 1, 2025)

    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 and how investors can position across equities, credit, and alternatives.

    27 min

  5. 11/17/2025

    What to do about the dollar in 2026 (November 17, 2025)

    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.

    15 min

  6. 11/10/2025

    Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)

    Recent high-profile bankruptcies have put credit markets back in the spotlight. In this week’s Market Matters, Lauren Goodwin and Sarah Hirsch are joined by Rob Smalley and Cameron White from MacKay Shields and Patrick Koehl from Apogem Capital to go beyond the headlines and decode what’s driving market sentiment.

    41 min

  7. 11/03/2025

    Is AI in a bubble? It’s a marathon, not a sprint (November 3, 2025)

    AI’s market dominance and transformative potential are undeniable - but is the pace of AI investment sustainable? This week, Lauren Goodwin and Julia Hermann deconstruct the question they’re asked most frequently, with an eye on short-term shifts in the AI investment thesis that may affect long-term conviction.

    22 min

  8. 10/21/2025

    Top investor questions from recent travels (October 20, 2025)

    Fresh from the road, Julia Hermann and Lauren Goodwin share key insights from global investor conversations, covering shifting investor sentiment around AI, gold’s runup, and the questions around quality in the shifting private credit landscape. Hear what’s driving investor decisions as the credit cycle evolves.

    24 min
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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.

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