Hosts Lauren Goodwin and Robert Serenbetz 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.
Discussing private equity with special guest Chris Stringer (August 2, 2021)
Valuations were high before the pandemic hit and now… they’re high again. Where should investors go next? In this episode, Lauren and Robert explore why so many institutional investors have moved into private markets, and what we can learn from investors on the ground there.
What Inflation Means for Investments with Special Guest Michael DePalma (July 26, 2021)
In this episode, Lauren and Robert explore what inflation means for investment opportunities. Special guest Michael DePalma joins to share his research on the topic.
Risks to the Reflation Trade (July 19, 2020)
Economic growth is surging, but the reflation trade has taken a pause. Why is that, and should investors consider a different approach?
Investing In 2021: Second Half Edition (July 12, 2020)
Summer 2021 is shaping up to be the “hot vax summer” we called for, but will that economic party come with a nasty hangover? Here’s our best guess at four high conviction investment ideas.
Investment Themes for the Second Half
Welcome to the second half of 2021. In this week’s episode, Lauren and Robert share priority themes ahead.
Addressing the Retirement Income Puzzle (June 28, 2021)
Most have retirement dreams, but what about retirement investment plans?
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 corporate podcast (also looks just like the JP podcast with an identical title...). I look forward to each week’s new show!