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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 DNVR CU Buffs Podcast DNVR CU Buffs Podcast ALLCITY Network, DNVR Sports NYC NOW NYC NOW WNYC Locked On Bengals - Daily Podcast On The Cincinnati Bengals Locked On Bengals - Daily Podcast On The Cincinnati Bengals Locked On Podcast Network, James Rapien, Jake Liscow The Bridge Austin The Bridge Austin The Bridge Austin WPGM On Demand WPGM On Demand Montrose Broadcasting FreightCasts FreightCasts FreightWaves The Contractor Fight with Tom Reber The Contractor Fight with Tom Reber Tom Reber Щоденна українська передача Щоденна українська передача Radio Vaticana - Vatican News The Adam Mockler Show The Adam Mockler Show MeidasTouch Network Ram Dass Here And Now Ram Dass Here And Now Lacassy Dias Boston Red Sox News Today | 2 Min News | The Daily News Now! Boston Red Sox News Today | 2 Min News | The Daily News Now! The Daily News Now! Cincinnati Edition Cincinnati Edition Cincinnati Public Radio Biblical Deep Dive with Pastor (Dr) W.F Kumuyi Biblical Deep Dive with Pastor (Dr) W.F Kumuyi Pastor (Dr) W.F Kumuyi Cleveland Guardians News Today | 2 Min News | The Daily News Now! Cleveland Guardians News Today | 2 Min News | The Daily News Now! The Daily News Now! Detroit Lions News Today | 2 Min News | The Daily News Now! Detroit Lions News Today | 2 Min News | The Daily News Now! The Daily News Now! Hittin' Season: A Philadelphia Phillies podcast Hittin' Season: A Philadelphia Phillies podcast WHYY Real America’s Voice Real America’s Voice iHeartPodcasts Wretched Radio with Todd Friel Wretched Radio with Todd Friel Fortis Institute In the Litter Box In the Litter Box Jewels Jones & Catturd Nagwa Malik's Naked Thoughts Nagwa Malik's Naked Thoughts Nagwa Malik (author) NBA News Today | 2 Min News | The Daily News Now! NBA News Today | 2 Min News | The Daily News Now! The Daily News Now! Studio Ett Studio Ett Sveriges Radio The Morning Focus Daily Devotional with Rick and McKenna The Morning Focus Daily Devotional with Rick and McKenna Rick Smith & McKenna Ferry New York City News Today | 2 Min News | The Daily News Now! New York City News Today | 2 Min News | The Daily News Now! The Daily News Now! Eye on Africa Eye on Africa FRANCE 24 English Wall Street Now Wall Street Now ABC News The John Phillips Show The John Phillips Show 790 KABC Radio | Cumulus Los Angeles The Glenn Show The Glenn Show Glenn Loury Timeless Drama - Full Books Timeless Drama - Full Books The Podcast Network Microwave Journal Podcasts Microwave Journal Podcasts microwavejournal Daily Dose of Dana Daily Dose of Dana Dana Bowling Monster Man Monster Man James Holloway The BetaKit Podcast Channel The BetaKit Podcast Channel BetaKit Podcast Network Carolina Panthers News Today | 2 Min News | The Daily News Now! Carolina Panthers News Today | 2 Min News | The Daily News Now! The Daily News Now! Life Church Messages Life Church Messages Life Church Huntington PHLY Philadelphia Sixers Podcast PHLY Philadelphia Sixers Podcast ALLCITY Network, PHLY Sports
Market Matters from New York Life Investment Management

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Market Matters from New York Life Investment Management

New York Life Investment Management

Understanding the growth and democratization of private equity (July 27, 2026)

July 27, 2026 3:00pm 12 min

Private equity access is expanding, but structure still matters. Sarah Hirsch shares webinar excerpts with Jeremy Held, CFA, of Bow River Capital on evergreen funds, liquidity, and lower middle market opportunities. 

Macro Pulse Midyear outlook: the narrowing path (July 20, 2026)

July 20, 2026 3:00pm 22 min

The first half of 2026 showed resilience, but the path ahead is narrowing. Julia Hermann and Michael LoGalbo discuss U.S. exceptionalism, AI-driven growth, limited Fed support, and what a more selective outlook means for...

Chipflation: today’s leg of market leadership (July 13, 2026)

July 13, 2026 1:00pm 10 min

In this episode of Market Matters, Julia Hermann and Michael LoGalbo discuss “chipflation,” the shift from compute to memory in AI market leadership, and what rising semiconductor prices may mean for hyperscalers, chipma...

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...

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