221 episodes

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.

Market Matters from New York Life Investments New York Life Investments

    • Business
    • 4.9 • 32 Ratings

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 small caps have to do with our recession view (July 22, 2024)

    What small caps have to do with our recession view (July 22, 2024)

    It’s midyear Macro Pulse time! Lauren Goodwin, Julia Hermann, and Michael LoGalbo share their midyear outlook, including an updated economic view, thoughts on the Fed, why small caps are rallying, and their best allocation ideas.

    • 13 min
    Prepare to (Fed) Pivot (July 15, 2024)

    Prepare to (Fed) Pivot (July 15, 2024)

    Our Fed cut checklist has been valuable tool for gauging this Fed's patient policy. For the last two years, only one of our four conditions was met. Now, others are falling in line. Lauren Goodwin and Julia Hermann discuss how recent data may finally bring a Fed pivot – and what that means for investors.

    • 13 min
    Across the pond: summer election readout (July 8, 2024)

    Across the pond: summer election readout (July 8, 2024)

    France and the UK have gone to the polls – with stakes that feel similar, but diverging market reactions. Lauren Goodwin and Julia Hermann discuss the lessons for investors on both sides of the pond.

    • 11 min
    New frontiers in AI: in conversation with Alex Cook

    New frontiers in AI: in conversation with Alex Cook

    Lauren Goodwin hosts Alex Cook, Head of Strategic Capabilities at New York Life, as they explore how artificial intelligence is ushering in transformation at New York Life. They focus on AI’s practical applications, ethical considerations, and the future impact of AI on client and company outcomes.

    • 20 min
    Investments in AI infrastructure with Simon Martin (June 17, 2024)

    Investments in AI infrastructure with Simon Martin (June 17, 2024)

    The infrastructure required to enable the AI boom is daunting – and presents investment opportunities across the real estate spectrum. Julia Hermann hosts Simon Martin, Chief Investment Strategist at Tristan Capital Partners, to explore the next phase of the AI buildout in the U.S. and Europe.

    • 16 min
    Venturing into AI with Joel Albarella (June 10, 2024)

    Venturing into AI with Joel Albarella (June 10, 2024)

    With AI moving at lightning speed, venture capital offers a unique perspective into the pipeline of companies at the forefront of generative AI technology, related services, and infrastructure. Joel Albarella, Head of NYL Ventures, joins Julia Hermann to discuss this vantage point into AI investing.

    • 28 min

Customer Reviews

4.9 out of 5
32 Ratings

32 Ratings

Foreman83 ,

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!

Kraznov ,

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 corporate podcast (also looks just like the JP podcast with an identical title...). I look forward to each week’s new show!

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