What’s next for the AI trade (December 2, 2024)

Market Matters from New York Life Investments

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Exile

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Episode 10: From Refugee to Radical 44:09

منذ 2 years44:09

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44:09

When a young Eva Kollisch arrives as a refugee in New York in 1940, she finds a community among socialists who share her values and idealism. She soon discovers ‘the cause’ isn’t as idyllic as it seems. Little does she know this is the beginning of a lifelong commitment to activism and her determination to create radical change in ways that include belonging, love and one's full self. In addition to Eva Kollisch’s memoirs Girl in Movement (2000) and The Ground Under My Feet (2014), LBI’s collections include an oral history interview with Eva conducted in 2014 and the papers of Eva’s mother, poet Margarete Kolllisch, which document Eva’s childhood experience on the Kindertransport. Learn more at www.lbi.org/kollisch . Exile is a production of the Leo Baeck Institute , New York | Berlin and Antica Productions . It’s narrated by Mandy Patinkin. Executive Producers include Katrina Onstad, Stuart Coxe, and Bernie Blum. Senior Producer is Debbie Pacheco. Associate Producers are Hailey Choi and Emily Morantz. Research and translation by Isabella Kempf. Sound design and audio mix by Philip Wilson, with help from Cameron McIver. Theme music by Oliver Wickham. Voice acting by Natalia Bushnik. Special thanks to the Kollisch family for the use of Eva’s two memoirs, “Girl in Movement” and “The Ground Under My Feet”, the Sophia Smith Collection at Smith College and their “Voices of Feminism Oral History Project”, and Soundtrack New York.…

منذ عام واحد 16:14

MP3•منزل الحلقة

Lauren Goodwin and Julia Hermann take a fresh look at the AI trade, evaluating both its promises and pitfalls. As investors set their sights on 2025, navigate tax considerations, and anticipate the tech policies of the incoming Trump administration, we dive into a key question: what lies ahead for the AI trading landscape?

251 حلقات

#Trading #Business News #Business #News #New York Life Investments

What’s next for the AI trade (December 2, 2024)

Market Matters from New York Life Investments

published منذ عام واحد

MP3•منزل الحلقة

251 حلقات

#Trading #Business News #Business #News #New York Life Investments

كل الحلقات

1
What to do when stellar earnings aren’t enough (March 3, 2025) 10:00

منذ 4 أيام10:00

10:00

Last week’s NVIDIA earnings report may have been stellar, but didn’t alleviate investor jitters. Julia Hermann and Michael LoGalbo discuss what last week’s selloff means for portfolios.

1
Private Markets Series: Our latest take on the private markets (February 24, 2025) 24:01

منذ 11 يومًا24:01

24:01

This week, Lauren Goodwin and Julia Hermann turn to the private markets, where they see four turning points driving capital allocation. Tune in as they discuss the macroeconomic shifts and megatrends contributing to movements in private markets.

1
Inflation on the accelerator (February 17, 2025) 18:54

منذ 19 يومًا18:54

18:54

Lauren Goodwin and Julia Hermann dive into the latest inflation figures that shook the market - briefly. Listen for a comprehensive breakdown of the data and its implications for investors.

1
Dealing with market disruptions (February 10, 2025) 19:59

منذ 26 يومًا19:59

19:59

Lauren Goodwin and Julia Hermann dive into two major market disruptions: the DeepSeek AI model that shook investor confidence in U.S. tech dominance and the tariff announcements on Canada, Mexico, and China.

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Searching for Black Swans (Part 2) (February 3, 2025) 17:33

منذ 5 weeks17:33

17:33

Lauren Goodwin and Michael LoGalbo are back for round two of our annual Black Swans discussion. From climate risks to maritime threats, tune in for three outside-the-box risks that could most disrupt investor consensus this year.

1
Searching for Black Swans (Part 1) (January 27, 2025) 18:42

منذ 6 weeks18:42

18:42

It’s Swan Lake week, and Lauren Goodwin and Macro Michael LoGalbo are diving into the unknown. Tune in for the top 4 black swan risks that could disrupt investor consensus.

1
Biden’s Last Business Day (January 17, 2025) 14:10

منذ 7 weeks14:10

14:10

Lauren Goodwin and Julia Hermann explore the policy changes marking the Biden-Trump transition, focusing on key considerations for investors. These shifts, driven by executive orders and new regulations, primarily address geopolitical and tech issues. Listen to learn more.

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Is the 9-to-5 pushing yields to 5%? (January 13, 2025) 16:17

منذ 8 weeks16:17

16:17

Lauren Goodwin and Julia Hermann discuss the strong December 2024 jobs report and the subsequent market reactions, including a decline in equities and a surge in Treasury rates. Listen to learn more including the context from the Fed’s December meeting and implications for future rate cuts.

1
Our Top 5 Questions for 2025 17:24

منذ 9 weeks17:24

17:24

Julia Hermann and Michael LoGalbo are reporting live from New York Life Investments' National Sales Conference in Phoenix, Arizona sharing the top five questions on investors' minds. Tune in for their economic outlook for 2025, including insights on inflation, Fed cuts, interest rate volatility, and the U.S. equity market.…

1
NYLIM Before Christmas (December 23, 2024) 8:33

منذ 11 weeks8:33

8:33

From a gold-plated rooftop in NYC, we bring festive tidings from Global Market Strategy… Join us for a special holiday episode of Market Matters, where Julia Hermann recites her annual holiday story— a clever twist on the classic that reflects on the year’s market highs and lows.

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The bull-bear battles of 2025 (December 16, 2024) 21:00

منذ 12 weeks21:00

21:00

We have lost count of how many years “unprecedented uncertainty” has led annual outlooks, and yet here we are again. The next few months are likely to be a balancing act between a slowing economic impulse and sticky data that keeps the Fed from providing outright stimulus. Lauren Goodwin and Julia Hermann share how they see this balancing act playing out in the four bull-bear battles of 2025.…

1
Views from the road (December 9, 2024) 21:00

منذ 13 weeks21:00

21:00

In just this past month, Lauren Goodwin and Julia Hermann have spent time with investors across various political climates in the U.S., road-showed in the Middle East, and fielded questions from Europe, Japan, and Korea. This episode peels back the curtain to explore the similarities (and differences) in investor viewpoints from around the world – and what they mean for asset allocation.…

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What’s next for the AI trade (December 2, 2024) 16:14

منذ 14 weeks16:14

16:14

1
The Trump Trades: Fade or Follow? (November 18, 2024) 16:34

منذ 16 weeks16:34

16:34

It’s been a couple weeks since the U.S. election, and the market is buzzing with post-election “Trump trades”. Lauren Goodwin and Julia Hermann break down which ones to follow and which to fade on the latest Market Matters.

1
Ballots, Bulls, and Bears: Trumped-Up Markets (November 11, 2024) 36:04

منذ 17 weeks36:04

36:04

The results are in. Donald Trump won the 2024 Presidential election, and Republicans have taken control of both the Senate and the House of Representatives. What does it mean for investors? Which of the week’s market moves are likely here to stay? Lauren Goodwin, Julia Hermann, and Michael LoGalbo cover it all.…

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Market Matters from New York Life Investments « » What’s next for the AI trade (December 2, 2024)

What’s next for the AI trade (December 2, 2024)

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What’s next for the AI trade (December 2, 2024)