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Podcast: Market Matters from New York Life Investment Management
Episode: 2023 Outlook: 3 Drivers that Set this Cycle Apart (December 5, 2022)
Description: Lauren Goodwin, Julia Hermann, and Michael LoGalbo launch their 2023 Outlook – “Steady through the cycle: the new recession playbook.” They discuss the 3 drivers that set this cycle apart – stubborn inflation, policy pullback, and heightened geopolitical risk premia – and how these shifts might also be structural in nature.