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.
What’s changed, what hasn’t, what’s next (November 27, 2023)
The themes pervading 2024 investment outlooks – Fed tightening, chance of recession, and market volatility – are little changed from the start of the year. But much in the economy has shifted. Lauren Goodwin, Julia Hermann, and Michael LoGalbo cover the signposts for their base case view of 2024.
Hoarders: can U.S. corporations keep the labor market together? (November 13, 2023)
The fates of the U.S. corporate sector and labor market are closely entwined, and in this cycle, labor hoarding by large companies has contributed to strong job creation and wage growth. As cost pressures mount for companies, though, can this dyamic continue? Tune in to the debate between Lauren Goodwin and Julia Hermann this week on the Market Matters podcast.
Your guide to investing in an election year (November 6, 2023)
We are one year away from the 2024 U.S. election, an it’s not too early to consider it’s impact on portfolios. Lauren Goodwin and Julia Hermann unpack their fundamental election year investment principles – and the politics might matter less than you think.
Anatomy of a bear steepener (October 30, 2023)
The U.S. Treasury yield curve has been inverted for over a year, but with longer dated Treasury yields rising fast, markets may be in for a shift. Lauren Goodwin and Julia Hermann unpack the relatively rare occurrence of today’s bear steepener, including what it means for interest rate-sensitive investments.
The oil shock playbook (October 23, 2023)
With geopolitical risk front and center, Lauren Goodwin and Julia Hermann consider the impacts of a potential oil shock on the global economy and investors’ opportunity sets across asset classes.
Preparing your portfolio for unforeseeable shocks, with special guest Alexandra Russo (October 16, 2023)
The last week – and the last few years – have shown that risks or shocks to investing are always possible. Lauren Goodwin hosts Alexandra Russo of Candriam to discuss how investors may take stock of the unforeseeable.
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!
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!