Market Matters from New York Life Investments
Latest Episodes
Private markets series: the private equity landscape with Apogem Capital (August 26, 2024)
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)
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 th
Private markets series: our capital markets outlook (August 12, 2024)
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
Medal worthy? Q2 earnings season (August 5, 2024)
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)
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
What small caps have to do with our recession view (July 22, 2024)
Its 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)
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 brin
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.
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 AIs practical applications, ethical considerations, and the future
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