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Market Matters from New York Life Investment Management Market Matters from New York Life Investment Management New York Life Investment Management Rental Income Podcast With Dan Lane Rental Income Podcast With Dan Lane Rental Income Podcast The Reluctant Entrepreneur Podcast The Reluctant Entrepreneur Podcast Mike Konrad Life Kit: Money Life Kit: Money NPR Jimmy Talks Construction Jimmy Talks Construction James Starbuck Upmarket: The Business of Real Estate Photography & Media Upmarket: The Business of Real Estate Photography & Media Upmarket Studios Jill on Money with Jill Schlesinger Jill on Money with Jill Schlesinger Audacy Think AI Podcast Think AI Podcast Dave Goyal UBS On-Air: Market Moves UBS On-Air: Market Moves Client Strategy Office 米国株投資で幸せ作り 米国株投資で幸せ作り beikoku-stock #12minconvos with Jesus Believers #12minconvos with Jesus Believers Engel Jones The Brand Called You The Brand Called You The Brand Called You GASTGEBEN.DE Podcast | Mehr Erfolg mit Kurzzeitvermietung GASTGEBEN.DE Podcast | Mehr Erfolg mit Kurzzeitvermietung Hendrik Kuhlmann – GASTGEBEN.DE 聞く経済ニュース - 海外メディア超多読ラジオ 聞く経済ニュース - 海外メディア超多読ラジオ 聞く経済ニュース Quiet Superpowers Quiet Superpowers Guy Roberts HOGENT: kwaliteit dus! HOGENT: kwaliteit dus! The Podcast Planet Un Podcast Sobre Bitcoin Un Podcast Sobre Bitcoin Alberto Mera Jim Rohn Motivation Daily Jim Rohn Motivation Daily Jim Rohn ColdFusion ColdFusion Dagogo Harvard Business Review Harvard Business Review HBR Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael INSITE OOH Media Platform INSITE OOH Media Platform INSITE Team AUF & UP AUF & UP Chris Surel 微习惯-书籍分享 微习惯-书籍分享 终身都要成长 Good Morning Market Good Morning Market BFM Business Business News - WA Business News - WA Business News Student Loan Planner Student Loan Planner Travis Hornsby The Food Blogger Pro Podcast The Food Blogger Pro Podcast Bjork Ostrom The Jasmine Star Show The Jasmine Star Show Jasmine Star Business School with Sharran Srivatsaa Business School with Sharran Srivatsaa Sharran Srivatsaa SBJ On Stage SBJ On Stage Sports Business Journal Retirement Coffee Talk Retirement Coffee Talk Charisse Rivers THE ED MYLETT SHOW THE ED MYLETT SHOW Ed Mylett The Modern Manager The Modern Manager Mamie Kanfer Stewart Serve Scale Soar® Serve Scale Soar® Brandi Mowles Real Relationships Real Revenue - Audio Edition | Invest in Relationships to Build Your Business and Your Career Real Relationships Real Revenue - Audio Edition | Invest in Relationships to Build Your Business and Your Career Mo Bunnell | CEO and Founder of Bunnell Idea Group | Author of Give to Grow The BIGG Success Show The BIGG Success Show BIGG Success
Market Matters from New York Life Investment Management

Business

Market Matters from New York Life Investment Management

New York Life Investment Management

Separating signal from noise in private credit (June 29, 2026)

June 29, 2026 2:00pm 13 min

Private credit has grown meaningfully over the past 15 years, but recent headlines have raised questions about further growth. In this episode of Market Matters, Sarah Hirsch shares webinar excerpts from her conversation...

Relief vs belief (June 22, 2026)

June 22, 2026 3:00pm 14 min

Markets are weighing easing oil-shock fears against a more hawkish Fed. In this episode of Market Matters, Julia Hermann and Michael LoGalbo discuss inflation, policy expectations, and what the latest market shifts mean ...

The IPO wave that could reshape the market (June 15, 2026)

June 15, 2026 10:00am 20 min

For years, some of the market’s most important companies have stayed private. In this episode of Market Matters, Julia Hermann and Michael LoGalbo discuss how a new wave of mega-cap IPOs could affect benchmark exposure, ...

Macro Pulse: Tech delivers, while diplomacy wavers (June 8, 2026)

June 08, 2026 3:00pm 15 min

Tech is delivering, diplomacy is wavering, and markets are trying to price both. Julia Hermann and Michael LoGalbo unpack the June Macro Pulse, from AI-driven earnings strength and resilient U.S. growth to geopolitical r...

Trends in market structure: digital assets edition (June 2, 2026)

June 01, 2026 1:00pm 17 min

Tokenization is often associated with digital assets, but its greatest potential may lie in transforming financial market structure. In this episode of Market Matters, Julia Hermann and Sarah Hirsch speak with Tom Sy, He...

Q1 earnings season: strength before resilience is tested (May 18, 2026)

May 18, 2026 2:00pm 11 min

The market broadened, but profitability leadership still matters. On Market Matters, Julia Hermann and Sarah Hirsch discuss Q1 earnings, AI-related capex, margin resilience, and the risks that could make the earnings pic...

What’s next for the U.S. Treasury curve (May 11, 2026)

May 11, 2026 12:00pm 15 min

Markets are focused on near-term inflation, even as U.S. debt has crossed 100% of GDP. In this episode of Market Matters, Julia Hermann and Sarah Hirsch explore what this disconnect means for the Treasury curve and why t...

Macro Pulse: Pricing past the blockade (May 4, 2026)

May 04, 2026 2:00pm 16 min

Markets are showing resilience, but rising geopolitical risk and policy divergence are reshaping the investment landscape. Julia Hermann and Michael LoGalbo break down the latest Macro Pulse report and what it means for ...

Around the world: war in Iran and the global economy (April 27, 2026)

April 27, 2026 3:00pm 42 min

Equity markets are holding near highs even as geopolitical risks remain elevated. Julia Hermann and Sarah Hirsch are joined by Candriam’s Emile Gagna to discuss how the Iran conflict is shaping markets and global growth....

The macro impact of AI, with special guest Steve Friedman (April 20, 2026)

April 20, 2026 2:00pm 23 min

AI is moving fast, but its macro impact is still unfolding. Julia Hermann and Michael LoGalbo are joined by Steve Friedman, Senior Macroeconomist at MacKay Shields, to explore how competing AI-led forces across productiv...

Credit and conflict: the stories moving markets

April 13, 2026 2:00pm 15 min

Markets have been moving quickly. In this week’s Market Matters, Julia Hermann and Sarah Hirsch break down how Iran, inflation, and private credit are driving the macro narrative, and what that means for growth, policy, ...

Macro Pulse: macro spillovers from the Strait (April 6, 2026)

April 07, 2026 9:00am 16 min

Geopolitical tensions are moving into the core macro outlook, with energy markets, inflation, and policy all increasingly interconnected. Tune in as Julia Hermann and Michael LoGalbo break down how their base case has ev...

Great power politics in action (March 30, 2026)

March 30, 2026 1:00pm 18 min

Geopolitical risk is moving from the background to the foreground for investors. In this episode, Julia Hermann and Michael LoGalbo explore how great power politics is changing the global economic order –and why this shi...

Conflict in Iran: the Strait of Hormuz closure and wider economic shock (March 24, 2026)

March 23, 2026 11:00am 15 min

Markets have remained relatively calm, but the U.S. conflict with Iran has raised the stakes for the global economy. In this episode, Lauren Goodwin and Michael LoGalbo break down what disruption in the Strait of Hormuz ...

Is broader better? (March 16, 2026)

March 16, 2026 3:00pm 16 min

Markets have broadened so far in 2026, but broader doesn’t necessarily mean better. In the latest episode of Market Matters, Lauren Goodwin and Julia Hermann unpack why broader market performance may not be sustainable i...

Macro Pulse: the cycle extends but volatility returns (March 9, 2026)

March 09, 2026 2:00pm 19 min

The year has started with a tug-of-war between resilient growth and rising policy risk, and the path forward for markets will likely continue to be punctuated by event risk. In this Macro Pulse update, Julia Hermann and ...

There is no place like (an affordable) home (March 2, 2026)

March 02, 2026 2:00pm 13 min

There’s no place like home, but for many Americans, homeownership feels further out of reach than ever. In this episode of Market Matters, Julia Hermann and Sarah Hirsch unpack why affordability feels so strained, how de...

Thoughts from the road (February 17, 2026)

February 17, 2026 1:00pm 15 min

Markets are moving fast in 2026, and investor sentiment is shifting with them. In this episode of Market Matters, Julia Hermann and Sarah Hirsch share insights from their recent travels, highlighting how rising volatilit...

Extending the cycle: growth and opportunity across private markets (February 9, 2026)

February 09, 2026 1:00pm 12 min

Private markets are entering 2026 with renewed momentum. Lauren Goodwin and Sarah Hirsch preview the 2026 Global Private Markets Outlook, sharing their outlook across private markets asset classes and highlighting where ...

Searching for Black Swans in 2026 (Part 1) (February 2, 2026)

February 02, 2026 2:00pm 21 min

In this episode of Market Matters, Lauren Goodwin and Michael LoGalbo explore four black swan scenarios from the 2026 Swan Lake report, including disruptions to U.S. public economic data, a potential U.S. state split, po...

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