Market Matters from New York Life Investments

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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.

Lauren Goodwin


    • Jun 2, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 15m AVG DURATION
    • 263 EPISODES


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    Latest episodes from Market Matters from New York Life Investments

    Accepting new policy and market realities (June 2, 2025)

    Play Episode Listen Later Jun 2, 2025 12:41


    Bond yields are rising, and tariffs are back in focus. This broader spectrum of policy uncertainty may require investors to adjust. Julia Hermann and 'Macro Mike' LoGalbo discuss options for duration management and diversification this week on the podcast.  

    Could lower tariffs mean higher inflation? (May 19, 2025)

    Play Episode Listen Later May 19, 2025 15:20


    U.S.–China tariffs have been rolled back – at least temporarily. Lauren Goodwin and Julia Hermann break down what this trade détente means for inflation, markets, and macro risks.  

    Geopolitical risk in a shifting world order (May 12, 2025)

    Play Episode Listen Later May 12, 2025 15:54


    Geopolitical risk is increasing, becoming a key factor in the macroeconomic landscape. Lauren Goodwin and 'Macro Mike' LoGalbo explore the growing link between politics and portfolios—and how to navigate it. 

    Checking in on the U.S. private markets, with Apogem and Bow River (May 5, 2025)

    Play Episode Listen Later May 5, 2025 38:43


    Lauren Goodwin is joined by Kee Rabb, Managing Director at Apogem Capital, and Jeremy Held, Managing Director at Bow River Capital, to discuss how near-term market uncertainty is shaping the long-term capital markets. 

    Shifting market correlations (April 28, 2025)

    Play Episode Listen Later Apr 28, 2025 8:46


    The market is changing, and so are the rules. Learn how to navigate the shifting landscape with Julia Hermann on Market Matters.

    Top investor questions (April 21, 2025)

    Play Episode Listen Later Apr 21, 2025 19:04


    Lauren Goodwin and Julia Hermann have been on the road, engaging with U.S.-based investors and gathering their most pressing questions. Tune in to Market Matters for their Fed view, the broader implications of policy uncertainty on portfolio allocation, and more. 

    Market strategy with special guest Brian Levitt (April 14, 2025)

    Play Episode Listen Later Apr 14, 2025 27:30


    Lauren Goodwin hosts Brian Levitt, Global Market Strategist at Invesco, to discuss how market strategists manage challenging economic backdrops. They discuss top client questions they're hearing, and the long-term topics they think impact investors most. Stay tuned for the portfolio pause, where Lauren and Julia address how evolving tariff policy affects the team's macro scenarios and allocation. 

    A defining moment for global trade (April 7, 2025)

    Play Episode Listen Later Apr 7, 2025 24:46


    The past few days – and coming weeks – mark a historic moment for global trade and for markets. Lauren Goodwin and Julia Hermann share how the reciprocal tariff impact has altered their economic scenarios for the rest of the year, and how shifting macro expectations affect a holistic asset allocation. 

    Tariff Tuesday (March 31, 2025)

    Play Episode Listen Later Mar 31, 2025 14:14


    Lauren Goodwin and Julia Hermann have one topic to cover this week: tariffs. Tune in as we dive into the implications of Tariff Tuesday, including near-term impacts on markets and ways investors can adapt their portfolios to peak policy uncertainty. 

    Risks vs reality: our take on recent market volatility (March 17, 2025)

    Play Episode Listen Later Mar 17, 2025 14:55


    Julia Hermann and Michael LoGalbo explore the recent decline in U.S. equities, driven by soaring policy uncertainty, and examine its implications for economic growth and inflation. 

    Are changes in Europe a game changer for investments? (March 10, 2025)

    Play Episode Listen Later Mar 10, 2025 27:06


    Host Lauren Goodwin is joined by Emile Gagna, Deputy Head of Economic Research at Candriam, to discuss the latest policy announcements in Europe and the economic outlook.   

    What to do when stellar earnings aren't enough (March 3, 2025)

    Play Episode Listen Later Mar 4, 2025 10:00


    Last week's NVIDIA earnings report may have been stellar, but didn't alleviate investor jitters. Julia Hermann and Michael LoGalbo discuss what last week's selloff means for portfolios. 

    Private Markets Series: Our latest take on the private markets (February 24, 2025)

    Play Episode Listen Later Feb 25, 2025 24:01


    This week, Lauren Goodwin and Julia Hermann turn to the private markets, where they see four turning points driving capital allocation. Tune in as they discuss the macroeconomic shifts and megatrends contributing to movements in private markets.

    Inflation on the accelerator (February 17, 2025)

    Play Episode Listen Later Feb 17, 2025 18:54


    Lauren Goodwin and Julia Hermann dive into the latest inflation figures that shook the market - briefly. Listen for a comprehensive breakdown of the data and its implications for investors.

    Dealing with market disruptions (February 10, 2025)

    Play Episode Listen Later Feb 10, 2025 19:59


    Lauren Goodwin and Julia Hermann dive into two major market disruptions: the DeepSeek AI model that shook investor confidence in U.S. tech dominance and the tariff announcements on Canada, Mexico, and China. 

    Searching for Black Swans (Part 2) (February 3, 2025)

    Play Episode Listen Later Feb 3, 2025 17:33


    Lauren Goodwin and Michael LoGalbo are back for round two of our annual Black Swans discussion. From climate risks to maritime threats, tune in for three outside-the-box risks that could most disrupt investor consensus this year.  

    Searching for Black Swans (Part 1) (January 27, 2025)

    Play Episode Listen Later Jan 27, 2025 18:42


    It's Swan Lake week, and Lauren Goodwin and Macro Michael LoGalbo are diving into the unknown. Tune in for the top 4 black swan risks that could disrupt investor consensus.  

    Biden's Last Business Day (January 17, 2025)

    Play Episode Listen Later Jan 17, 2025 14:10


    Lauren Goodwin and Julia Hermann explore the policy changes marking the Biden-Trump transition, focusing on key considerations for investors. These shifts, driven by executive orders and new regulations, primarily address geopolitical and tech issues. Listen to learn more.

    Is the 9-to-5 pushing yields to 5%? (January 13, 2025)

    Play Episode Listen Later Jan 13, 2025 16:17


    Lauren Goodwin and Julia Hermann discuss the strong December 2024 jobs report and the subsequent market reactions, including a decline in equities and a surge in Treasury rates. Listen to learn more including the context from the Fed's December meeting and implications for future rate cuts. 

    Our Top 5 Questions for 2025

    Play Episode Listen Later Jan 6, 2025 17:24


    Julia Hermann and Michael LoGalbo are reporting live from New York Life Investments' National Sales Conference in Phoenix, Arizona sharing the top five questions on investors' minds. Tune in for their economic outlook for 2025, including insights on inflation, Fed cuts, interest rate volatility, and the U.S. equity market. 

    NYLIM Before Christmas (December 23, 2024)

    Play Episode Listen Later Dec 23, 2024 8:33


    From a gold-plated rooftop in NYC, we bring festive tidings from Global Market Strategy… Join us for a special holiday episode of Market Matters, where Julia Hermann recites her annual holiday story— a clever twist on the classic that reflects on the year's market highs and lows.  

    The bull-bear battles of 2025 (December 16, 2024)

    Play Episode Listen Later Dec 17, 2024 21:00


    We have lost count of how many years “unprecedented uncertainty” has led annual outlooks, and yet here we are again. The next few months are likely to be a balancing act between a slowing economic impulse and sticky data that keeps the Fed from providing outright stimulus. Lauren Goodwin and Julia Hermann share how they see this balancing act playing out in the four bull-bear battles of 2025. 

    Views from the road (December 9, 2024)

    Play Episode Listen Later Dec 9, 2024 21:00


    In just this past month, Lauren Goodwin and Julia Hermann have spent time with investors across various political climates in the U.S., road-showed in the Middle East, and fielded questions from Europe, Japan, and Korea. This episode peels back the curtain to explore the similarities (and differences) in investor viewpoints from around the world – and what they mean for asset allocation.  

    What's next for the AI trade (December 2, 2024)

    Play Episode Listen Later Dec 2, 2024 16:14


    Lauren Goodwin and Julia Hermann take a fresh look at the AI trade, evaluating both its promises and pitfalls. As investors set their sights on 2025, navigate tax considerations, and anticipate the tech policies of the incoming Trump administration, we dive into a key question: what lies ahead for the AI trading landscape? 

    The Trump Trades: Fade or Follow? (November 18, 2024)

    Play Episode Listen Later Nov 19, 2024 16:34


    It's been a couple weeks since the U.S. election, and the market is buzzing with post-election “Trump trades”. Lauren Goodwin and Julia Hermann break down which ones to follow and which to fade on the latest Market Matters. 

    Ballots, Bulls, and Bears: Markets got Trumped (November 11, 2024)

    Play Episode Listen Later Nov 11, 2024 36:04


    The results are in. Donald Trump won the 2024 Presidential election, and Republicans have taken control of both the Senate and the House of Representatives. What does it mean for investors? Which of the week's market moves are likely here to stay? Lauren Goodwin, Julia Hermann, and Michael LoGalbo cover it all. 

    Ballots, Bulls, and Bears: Policy continuity (November 4, 2024)

    Play Episode Listen Later Nov 4, 2024 10:44


    As election week unfolds and uncertainty fills the air, one question stands out: what policies are least at risk of change? Lauren Goodwin and Michael LoGalbo explore three key areas that are expected to remain steady this week on Market Matters.

    Rates back on the rise (October 28, 2024)

    Play Episode Listen Later Oct 28, 2024 12:26


    Why are interest rates rising after a Fed cut? Is it all about the election – and what are the implications on long-term rates? Lauren Goodwin and Julia Hermann talk through each of these questions this week on Market Matters.

    Ballots, Bulls and Bears: global allocation with Nadège Dufossé (October 21, 2024)

    Play Episode Listen Later Oct 28, 2024 13:00


    The U.S. election may be decided by U.S. citizens, but its impact will be felt by a far larger base. Nadège Dufossé, Global head of Multi-Asset at Candriam, joins host Lauren Goodwin to discuss the global implications of any potential policy change. 

    The moderate, middling, muddle-through economy (October 14, 2024)

    Play Episode Listen Later Oct 14, 2024 20:07


    The economic scene is shifting, and so is the team's outlook. Join Lauren Goodwin, Julia Hermann, and Michael LoGalbo as they unravel the Fed's interest rate cuts and their impacts on the economy.

    Ballots, Bulls and Bears: Tax policy and municipal bonds (October 7, 2024)

    Play Episode Listen Later Oct 7, 2024 18:08


    The 2017 Tax Cuts and Jobs Act included tax cuts for households that are set to expire in 2025. How might tax policy evolve, and what does it mean for investors? Scott Sprauer of MacKay Municipal Managers joins host Lauren Goodwin to discuss all things tax policy and tax efficiency for investors. 

    Ballots, Bulls, and Bears: the view from Washington (September 30, 2024)

    Play Episode Listen Later Sep 30, 2024 24:44


    This episode shares the political landscape ahead of the 2024 U.S. election with Jon Paone and Kerry Cole, members of New York Life Insurance Company's Office of Government Affairs.  

    Neutral or bust! (September 23, 2024)

    Play Episode Listen Later Sep 23, 2024 14:28


    The Federal Reserve went big, starting its easing cycle with a 50bp interest rate cut. Does the pace of easing matter? How far will the Fed go? How do allocation decisions change on the way down? Lauren Goodwin and Julia Hermann talk through each of these questions this week on Market Matters. 

    Ballots, Bulls and Bears: what's at stake in the U.S. election, and who could win (September 16, 2024)

    Play Episode Listen Later Sep 16, 2024 23:06


    The first debate between Donald Trump and Kamala Harris has investors talking about what's at stake in the U.S. election and who could win. Host Lauren Goodwin welcomes Jeff Bush of the Washington Update for his take on all things politics. 

    Private markets series: Real estate turning points with Tristan and NYL Real Estate Investors (September 9, 2024)

    Play Episode Listen Later Sep 9, 2024 29:28


    Commercial real estate has been in the news for its risks – related to office space – but interest rate turning points may be creating a generational opportunity for allocation. Simon Martin of Tristan Capital Partners and Thomas O'Hanlon of NYL Real Estate join host Lauren Goodwin to assess that turning point and how to manage it. 

    Private markets series: Private credit with Kartesia and Apogem Capital (September 2, 2024)

    Play Episode Listen Later Sep 2, 2024 27:42


    Investors have flocked to private credit as higher interest rates meant higher yield.  Now, with interest rates moving lower, credit managers are looking for differentiated sources of value add. Host Lauren Goodwin speaks with Patrick Koehl of Apogem Capital and Julien Rigon of Kartesia to identify how borrowers are faring, which areas of the asset class are most attractive, and how best to capture that potential.

    Private markets series: the private equity landscape with Apogem Capital (August 26, 2024)

    Play Episode Listen Later Aug 26, 2024 32:04


    Private equity has been at a standstill for the last several quarters, but is that changing? Louise Smith of Apogem Capital joins host Lauren Goodwin to discuss the private equity landscape: capital conditions, opportunities, risks, and allocation ideas. 

    Private markets series: The democratization of private markets with Bow River Capital (August 19, 2024)

    Play Episode Listen Later Aug 19, 2024 24:14


    Private markets are now accessible by retail investors, but is it a good thing? Jeremy Held of Bow River Capital joins host Lauren Goodwin to discuss the democratization of alts, associated risks, potential opportunities, and how investors can consider these dynamics for their portfolio.

    Private markets series: our capital markets outlook (August 12, 2024)

    Play Episode Listen Later Aug 12, 2024 17:04


    Introducing: a new Global Private Markets Outlook from New York Life Investments. Lauren Goodwin shares how changes in the economy and capital markets are disrupting – and opening – this space. This episode is the first in a series of episodes sharing our view both from the macroeconomic perspective and from the on-the-ground perspective of our private markets investment teams.  

    Medal worthy? Q2 earnings season (August 5, 2024)

    Play Episode Listen Later Aug 5, 2024 9:32


    Q2 earnings season is underway... what will it take to make the podium, and where are the disappointments? Julia Hermann and Michael LoGalbo commentate on this competition from the sidelines. 

    2024 U.S. election: Policy, not politics (July 29, 2024)

    Play Episode Listen Later Jul 29, 2024 15:03


    The 2024 election season is already shaping up to be one of the wildest in history. With three and a half months until election day, Lauren Goodwin and Michael LoGalbo share how investors can stay about the noise and focus on policy, not politics when it comes to what could drive markets this year.

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

    Play Episode Listen Later Jul 22, 2024 13:46


    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. 

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

    Play Episode Listen Later Jul 15, 2024 13:34


    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.  

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

    Play Episode Listen Later Jul 8, 2024 11:01


    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. 

    New frontiers in AI: in conversation with Alex Cook

    Play Episode Listen Later Jun 24, 2024 20:40


    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. 

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

    Play Episode Listen Later Jun 17, 2024 15:58


    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. 

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

    Play Episode Listen Later Jun 10, 2024 28:21


    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.

    Artificial Intelligence: from imagination to investment (June 3, 2024)

    Play Episode Listen Later Jun 3, 2024 18:31


    We can easily imagine a future state with AI at the center of innovation and investment. For investors, the most important question is: what does it take to get there? For Lauren Goodwin, Julia Hermann, and Michael LoGalbo, AI is an investment megatrend with long term impacts, but with investable approaches that are actionable today. 

    Managing geopolitical risk in portfolios (May 20, 2024)

    Play Episode Listen Later May 20, 2024 14:08


    Geopolitical risk has so much impact on navigating the markets, but can feel impossible to position around. Lauren Goodwin, Julia Hermann, and Michael LoGalbo talk through their framework for how geopolitical risks make their way into portfolios, and discuss investment approaches that can seek to protect against – or benefit from – macro volatility.  

    U.S. commercial real estate: under the hood with Jon Miniman (May 6, 2024)

    Play Episode Listen Later May 7, 2024 23:05


    Commercial real estate has been considered a simmering risk for the U.S. economy. But amid pockets of stress, investors can find opportunity. Julia Hermann is joined by Jon Miniman, Portfolio Manager at CBRE Investment Management, for a look under the hood of listed real estate. 

    U.S. banks check-up with Mark Kehoe (April 29, 2024)

    Play Episode Listen Later Apr 24, 2024 24:25


    A year after a near-crisis, U.S. banks are showing resilience. But with interest rate moves, an economic slowdown, and normalization from a pro-liquidity environment ahead, what is next for the banking sector? Julia Hermann hosts a comprehensive status update with Portfolio Manager and Credit Analyst Mark Kehoe of MacKay Shields. 

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