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Podcast: Market Matters from New York Life Investment Management
Episode: Thoughts from the road (February 17, 2026)
Description: 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 volatility, geopolitical headlines, and the next phase of AI are shaping investor thinking. They also discuss what this means for diversification and portfolio positioning.