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Market Matters from New York Life Investments

Business & Economics Podcasts

Hosts Lauren Goodwin and Robert Serenbetz bring a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investments.

Hosts Lauren Goodwin and Robert Serenbetz bring a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investments.

Location:

United States

Description:

Hosts Lauren Goodwin and Robert Serenbetz bring a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investments.

Language:

English


Episodes

The wild winter and how it impacts investments (March 1, 2021)

3/1/2021
The U.S. has had a wild winter, but it’s not just weather events piquing investor interest. Recent Fed speeches and government policies point to an increasing focus on climate change, with some investment impacts you’d expect… and some that may surprise you.

Duration:00:15:19

The Great Debate: Value vs. Growth! (February 22, 2021)

2/22/2021
The reflation trade has a lot of investors positioning for value stocks outperformance. In this week’s episode, Lauren and Robert, take a deep dive into the components of the reflation trade with a timely debate on “value versus growth” investing.

Duration:00:14:29

How to Invest the New Administration (February 15, 2021)

2/15/2021
Razor thin margins in the House and Senate mean that Biden will not have full reign to pursue the more expansive aspects of his campaign. Still, we expect major changes in the next four years. In this week’s episode, Lauren and Robert identify seven themes the administration is already following, and seven investment ideas to match.

Duration:00:19:10

A multi-asset approach to generating income (February 8, 2021)

2/8/2021
“Lower for longer” interest rates are here to stay, reducing both current income and future returns. What’s an investor to do? Lauren and Robert make the case for a multi-asset approach to generating income, and offer several allocation ideas.

Duration:00:15:59

Turning meme-stock madness into investor insight (February 1, 2021)

2/1/2021
Retail investors are taking some bets that look a lot like gambling. Lauren and Robert take a step back to discuss tactical allocation and stock picking – is it a winning strategy or a fool’s game?

Duration:00:13:44

Is Inflation on the Way? (January 25, 2021)

1/25/2021
Is inflation on the way? Lauren and Robert discuss the drivers of higher prices and how the Federal Reserve will – or will not – react to inflationary pressures this year. They are joined by fixed income expert Adam Schrier, who describes an investment idea he calls “defending against duration.”

Duration:00:17:32

Will big tech dominance continue? (January 18, 2021)

1/18/2021
Last year, we witnessed remarkable performance from big tech companies. Lauren and Robert look back at what drove tech higher in 2020 and discuss the outsized risks for the tech sector in 2021.

Duration:00:16:01

Taking stock of 2021 investment opportunities (January 11, 2021)

1/11/2021
New year, same complex financial markets. Lauren and Robert take stock of the year that was, and the themes shaping the economy and financial markets in 2021.

Duration:00:14:56

A Santa Clause Rally in Stocks (December 14, 2020)

12/14/2020
In their final podcast of the year, Lauren and Robert discuss the holiday cheer for stocks.

Duration:00:08:43

The 2021 Economy: Start of a new “Roaring 20s”? (December 7, 2020)

12/7/2020
The period after the 1918 Spanish Flu pandemic brought us the roaring 20s, a period of economic prosperity. Lauren and Robert assess whether we’re in for a second round.

Duration:00:10:02

Our 2021 Investment Outlook (November 30, 2020)

11/30/2020
2020 has been a wild year, but will the next one be any calmer? Here’s our best guess at ‘what matters’ in 2021.

Duration:00:15:05

How much does that turkey cost? (November 23, 2020)

11/23/2020
Lauren and Robert identify what’s most important to monitor from now until the end of the year, plus a few fun facts about the economics of Thanksgiving.

Duration:00:09:19

Fixed income in a low rate environment with special Guest Ken Sommer (November 16, 2020)

11/16/2020
Interest rates are going to be lower for longer, so we invite special guest, Kenneth Sommer, head of investment grade portfolio management, to help listeners navigate the fixed income environment.

Duration:00:24:17

Getting back to the economy (November 9, 2020)

11/9/2020
As attention shifts from the election back to the economy, how might markets respond?

Duration:00:15:17

Election results: What investors need to know (November 4, 2020)

11/4/2020
The election result is uncertain, and investors are positioning for a divided government.

Duration:00:11:55

Election day (November 2, 2020)

11/2/2020
Tuesday is election day, and for investors the results feel high stakes. Lauren and Robert share the strategies that investors can rely on no matter the electoral outcome.

Duration:00:12:28

Are value stocks coming back in style? (October 26, 2020)

10/26/2020
Growth stocks have vastly outperformed value stocks for the past year… and the last cycle. But with so many changes afoot, could it be time to add value-oriented stocks back to a portfolio?

Duration:00:15:08

Election focus: Regulation (October 19, 2020)

10/19/2020
How might the regulatory environment change if the political environment does?

Duration:00:16:28

Considering Venture Capital with special guest Joel Albarella (October 12, 2020)

10/12/2020
Lauren and Robert dive into a space previously unexplored on the podcast – venture capital. Along with special guest Joel Albarella, Head of New York Life Ventures, our hosts identify what makes venture capital different, and how companies are adapting to a pandemic-driven world.

Duration:00:28:55

Election focus: Taxes and the markets with special guest Poul Kristensen (October 5, 2020)

10/6/2020
Joe Biden’s electoral ticket has outlined several important changes to the tax code. Taxes matter for company profits and household finances, and investors have taken notice. How can investors put these potentially major changes into context?

Duration:00:18:43