Market Matters from New York Life Investment Management
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Swan Lake 2024 (Part 2) (January 22, 2024)
16 mins; January 22, 2024
Swan Lake: Risks that could disrupt consensus in 2024, part 1 (January 15, 2024)
17 mins; January 15, 2024
Questions for 2024 (January 8, 2024)
18 mins; January 05, 2024
Our holiday ode to the markets (December 18, 2023)
6 mins; December 18, 2023
Yuletide yields (December 11, 2023)
13 mins; December 11, 2023
2024 outlook: choose your own adventure (December 4, 2023)
16 mins; December 04, 2023
What’s changed, what hasn’t, what’s next (November 27, 2023)
13 mins; November 27, 2023
Hoarders: can U.S. corporations keep the labor market together? (November 13, 2023)
17 mins; November 13, 2023
Your guide to investing in an election year (November 6, 2023)
13 mins; November 06, 2023
Anatomy of a bear steepener (October 30, 2023)
15 mins; October 30, 2023
The oil shock playbook (October 23, 2023)
12 mins; October 23, 2023
Preparing your portfolio for unforeseeable shocks, with special guest Alexandra Russo (October 16, 2023)
29 mins; October 13, 2023
Don’t forget the fiscal (October 9, 2023)
16 mins; October 09, 2023
Climbing the wall of worry (October 2, 2023)
17 mins; October 02, 2023
Removing 4 investor roadblocks for Q4: Part 2 (September 25, 2023)
13 mins; September 25, 2023
Removing 4 investor roadblocks for Q4: Part 1 (September 18, 2023)
12 mins; September 18, 2023
Financial Futures Special Series: considering outcomes-based investing with Jose Barros (September 11, 2023)
17 mins; September 11, 2023
Financial Futures Special Series: assessing annuities with Todd Taylor (September 4, 2023)
20 mins; September 04, 2023
Financial Futures Special Series: exploring life insurance with Amanda Kuhl (August 28, 2023)
19 mins; August 28, 2023
Reprising: Can China build a reserve currency to compete with the dollar? (August 21, 2023)
15 mins; August 21, 2023
Inflation: Scenarios for the rest of the year (August 14, 2023)
18 mins; August 14, 2023
Yields up: implications of the U.S. credit downgrade (August 7, 2023)
15 mins; August 07, 2023
Assessing the Summer of Strikes (July 31, 2023)
14 mins; July 31, 2023
Does the economy need to land, after all? With Steve Friedman (July 24, 2023)
31 mins; July 24, 2023
AI: The next internet, or the next dotcom bust? (July 17, 2023)
15 mins; July 17, 2023
Housing Market Rebound: Hot Market or Head Fake? (July 10, 2023)
13 mins; July 11, 2023
The Long-Term View on Interest Rates (July 3, 2023)
14 mins; July 03, 2023
Cyclical and Structural Drivers of Commercial Real Estate with Stewart Rubin (June 26, 2023)
35 mins; June 26, 2023
(Re)Globalization: Making Global Themes Investable Via Infrastructure, Featuring Tim Humphreys (June 12, 2023)
20 mins; June 19, 2023
Midyear Outlook: Your Guide to the Late Cycle Showdown (June 12, 2023)
18 mins; June 12, 2023
(Re)Globalization: Global Forces Impacting the Next Decade of Investing (June 5, 2023)
17 mins; June 05, 2023
Checking In On Black Swans (May 29, 2023)
13 mins; May 29, 2023
When Will the Fed Cut Rates? (May 22, 2023)
11 mins; May 22, 2023
Q1 2023: The Forgotten Earnings Season? (May 15, 2023)
10 mins; May 15, 2023
Banks Update: Smoke vs. Fire (May 8, 2023)
16 mins; May 08, 2023
The Next Round of the Debt Ceiling Debate (May 1, 2023)
19 mins; May 01, 2023
Debunking De-Dollarization, Part 2: Can China Build a Reserve Currency? (April 24, 2023)
13 mins; April 24, 2023
Debunking De-Dollarization, Part 1: Keep Calm and Dollar On (April 17, 2023)
17 mins; April 17, 2023
Let’s Talk Cash: The Money Market and the Dollar (April 10, 2023)
14 mins; April 10, 2023
Checking In On Our Scenarios for Banks (April 3, 2023)
13 mins; April 03, 2023
What’s Next for Banks? (March 27, 2023)
26 mins; March 27, 2023
What banking sector stress means for the economy (March 20, 2023)
22 mins; March 20, 2023
Special Episode: NYL Agent Spotlight on Armando Jimenez (March 13, 2023)
20 mins; March 13, 2023
Checking in on the 60/40 Portfolio (March 6, 2023)
18 mins; March 06, 2023
Back from the road: the best questions we heard from the field (February 27, 2023)
26 mins; February 27, 2023
Prices vs Jobs: An Update on the Fed’s Two Mandates (February 20, 2023)
16 mins; February 20, 2023
A Live Look at Q4 Earnings Season (February 13, 2023)
12 mins; February 13, 2023
Do the International Bulls Have Legs? (February 6, 2023)
15 mins; February 06, 2023
A Soft Landing – Welcome Relief or Wishful Thinking? (January 30, 2023)
14 mins; January 30, 2023
Hitting the Ceiling: What’s up with U.S. Debt Sustainability (January 23, 2023)
16 mins; January 23, 2023
Swan Lake: Risks That Could Disrupt Consensus in 2023 (January 16, 2023)
25 mins; January 16, 2023
Have Central Bank Interventions Permanently Repriced Corporate Credit? (January 9, 2023)
21 mins; January 10, 2023
Our 2023 Resolutions for Investing (January 2, 2023)
9 mins; January 02, 2023
2023 Outlook: The New Recession Playbook (December 19, 2022)
14 mins; December 20, 2022
2023 Outlook: Steady Through the Cycle (December 12, 2022)
13 mins; December 12, 2022
2023 Outlook: 3 Drivers that Set this Cycle Apart (December 5, 2022)
11 mins; December 05, 2022
Midterm Election Readout: The View from DC (November 21, 2022)
13 mins; November 21, 2022
Munis and the Midterms: Where to Go From Here with Frances Lewis (November 14, 2022)
20 mins; November 14, 2022
Third Quarter Earnings: Under the Hood (November 7, 2022)
12 mins; November 07, 2022
Looks like Growth, Feels like Recession: The Q3 GDP Story (October 31, 2022)
11 mins; October 31, 2022
Volatility: The Best Way Out is Through (October 24, 2022)
15 mins; October 24, 2022
The Ins and Outs of ESG (October 17, 2022)
15 mins; October 17, 2022
What Does and Doesn’t Matter in the Midterms (October 10, 2022)
10 mins; October 10, 2022
The Dollar Is the Only One Smiling (October 3, 2022)
13 mins; October 03, 2022
International Equities vs Home Court Bias with Carlos Garcia-Tunon (September 26, 2022)
11 mins; September 26, 2022
The Sticky, the Bad, and the Ugly: The August Inflation Story (September 19, 2022)
13 mins; September 21, 2022
Fixed Income: 3 Do’s and a Don’t with Steve Cianci (September 12, 2022)
18 mins; September 12, 2022
What the Housing Slowdown Tells Us About the Economy (September 6, 2022)
14 mins; September 07, 2022
Reprising: What the U.S. Dollar’s Up To (August 29, 2022)
13 mins; August 30, 2022
Equity Investing: Infrastructure with Dan Foley (August 22, 2022)
15 mins; August 22, 2022
Equity Investing: Growth Equities with Pat Burton (August 15, 2022)
14 mins; August 15, 2022
Equity Investing: Value with Adam Illfelder (August 8, 2022)
14 mins; August 08, 2022
Equity Investing: Real Estate with Jon Miniman (August 1, 2022)
22 mins; August 01, 2022
Midyear Outlook: Finding Resilience in the Fed's Bear Market (July 25, 2022)
12 mins; July 25, 2022
Midyear Outlook: Is the U.S. headed for recession? (July 18, 2022)
12 mins; July 18, 2022
Midyear Outlook: When Will the Market Pain Stop? (July 11, 2022)
10 mins; July 11, 2022
Fed's on the Move: Opportunities in Munis with Mike Denlinger
12 mins; July 06, 2022
Fed’s on the Move: Opportunities in Floating Rate with Art Torrey (June 27, 2022)
16 mins; June 27, 2022
Fed’s on the Move: Opportunities in High Yield with Nate Hudson (June 20, 2022)
11 mins; June 20, 2022
Energy is Changing the Market Landscape (June 13, 2022)
10 mins; June 13, 2022
Checking in on the U.S. Consumer (June 6, 2022)
15 mins; June 07, 2022
Emerging Markets: Time To Buy? (May 31, 2022)
9 mins; May 31, 2022
Anchoring Amid Market Volatility (May 23, 2022)
10 mins; May 23, 2022
The Earnings Side of the Story (May 16, 2022)
11 mins; May 16, 2022
The Fed, Yields, and Fixed Income Ideas with Steve Cianci (May 10, 2022)
18 mins; May 10, 2022
Our Q2 Outlook: Can Growth Hold Up? (May 2, 2022)
9 mins; May 02, 2022
Are the Interest Rate Hawks Flying Too High? (April 25, 2022)
12 mins; April 25, 2022
Show us Your Style: Growth vs Value (April 18, 2022)
13 mins; April 18, 2022
What the U.S. Dollar’s up to (April 11, 2022)
12 mins; April 11, 2022
Inflation - A Multi-Asset Approach, with Special Guest Sal Bruno (April 4, 2022)
12 mins; April 04, 2022
The energy sector: prices and investment ideas (March 28, 2022)
8 mins; March 28, 2022
Women and Investing with Jen Tarsney (March 14, 2022)
16 mins; March 14, 2022
High Conviction Ideas in Fixed Income, with Steve Cianci (March 7, 2022)
17 mins; March 07, 2022
Navigating geopolitical risk with John Sitilides (February 28, 2022)
33 mins; February 28, 2022
Introducing the new Market Matters (February 28, 2022)
2 mins; February 28, 2022
Robert’s top takeaways for investors (February 14, 2022)
13 mins; February 14, 2022
Is climate awareness an investable trend? (February 7, 2022)
15 mins; February 07, 2022
Fed on the Move? Time to Diversify Your Bond Portfolio (January 31, 2022)
13 mins; January 31, 2022
What is Breaking the Bull Market? (January 24, 2022)
16 mins; January 24, 2022
Inflation still on the run (January 17, 2022)
15 mins; January 18, 2022