Best Brian Levitt Podcasts (2025)

1
Could lower tariffs mean higher inflation? (May 19, 2025) 15:20

3d ago15:20

15:20

U.S.–China tariffs have been rolled back – at least temporarily. Lauren Goodwin and Julia Hermann break down what this trade détente means for inflation, markets, and macro risks.By New York Life Investments

1
A tariff pause, US exceptionalism, and insights into China 28:05

6d ago28:05

28:05

The 90-day pause on US-China tariffs has prompted many questions: Will this make it easier for the Federal Reserve to cut interest rates? Will this end the speculation about the demise of American exceptionalism? In this episode, we tackle these issues and more. Plus, we interview Justin Leverenz, Chief Investment Officer of Invesco Developing Mark…

1
Geopolitical risk in a shifting world order (May 12, 2025) 15:54

10d ago15:54

15:54

Geopolitical risk is increasing, becoming a key factor in the macroeconomic landscape. Lauren Goodwin and 'Macro Mike' LoGalbo explore the growing link between politics and portfolios—and how to navigate it.By New York Life Investments

1
Trade deficits, the dollar, and diversification 25:45

16d ago25:45

25:45

In this episode, we ask a UK market expert whether the current environment in the US brings back any memories of Brexit, and what that means for diversification in portfolios. We discuss trade deficits and refute the idea that global trade has to have a winner and a loser. Finally, we tackle the persistent question of whether the US dollar is in an…

1
Checking in on the U.S. private markets, with Apogem and Bow River (May 5, 2025) 38:43

17d ago38:43

38:43

Lauren Goodwin is joined by Kee Rabb, Managing Director at Apogem Capital, and Jeremy Held, Managing Director at Bow River Capital, to discuss how near-term market uncertainty is shaping the long-term capital markets.By New York Life Investments

1
Shifting market correlations (April 28, 2025) 8:46

24d ago8:46

8:46

The market is changing, and so are the rules. Learn how to navigate the shifting landscape with Julia Hermann on Market Matters.By New York Life Investments

1
Top investor questions (April 21, 2025) 19:04

1M ago19:04

19:04

Lauren Goodwin and Julia Hermann have been on the road, engaging with U.S.-based investors and gathering their most pressing questions. Tune in to Market Matters for their Fed view, the broader implications of policy uncertainty on portfolio allocation, and more.By New York Life Investments

1
The twists and turns of tariff policy 28:59

1M ago28:59

28:59

Just hours after we recorded our latest episode on President Trump’s “Liberation Day” tariffs, he announced a 90-day pause on reciprocal tariffs on most countries. But the tariff story is far from over, and high tariff rates continue to cast a shadow over the economy. We’ll continue to track this story, but in the meantime, this episode highlights …

1
Market strategy with special guest Brian Levitt (April 14, 2025) 27:30

1M ago27:30

27:30

Lauren Goodwin hosts Brian Levitt, Global Market Strategist at Invesco, to discuss how market strategists manage challenging economic backdrops. They discuss top client questions they’re hearing, and the long-term topics they think impact investors most. Stay tuned for the portfolio pause, where Lauren and Julia address how evolving tariff policy a…

1
A defining moment for global trade (April 7, 2025) 24:46

2M ago24:46

24:46

The past few days – and coming weeks – mark a historic moment for global trade and for markets. Lauren Goodwin and Julia Hermann share how the reciprocal tariff impact has altered their economic scenarios for the rest of the year, and how shifting macro expectations affect a holistic asset allocation.…

1
Tariff Tuesday (March 31, 2025) 14:14

2M ago14:14

14:14

Lauren Goodwin and Julia Hermann have one topic to cover this week: tariffs. Tune in as we dive into the implications of Tariff Tuesday, including near-term impacts on markets and ways investors can adapt their portfolios to peak policy uncertainty.By New York Life Investments

1
Discussing the correction in US stocks 29:04

2M ago29:04

29:04

The S&P 500 Index entered correction territory this month. European stocks got a boost from pledges to increase defense spending. And Social Security got compared to a Ponzi scheme. We tackle these topics and much more in our latest episode. (Invesco Distributors, Inc.)By Invesco

1
Risks vs reality: our take on recent market volatility (March 17, 2025) 14:55

2M ago14:55

14:55

Julia Hermann and Michael LoGalbo explore the recent decline in U.S. equities, driven by soaring policy uncertainty, and examine its implications for economic growth and inflation.By New York Life Investments

1
Are changes in Europe a game changer for investments? (March 10, 2025) 27:06

2M ago27:06

27:06

Host Lauren Goodwin is joined by Emile Gagna, Deputy Head of Economic Research at Candriam, to discuss the latest policy announcements in Europe and the economic outlook.By New York Life Investments

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

3M ago10:00

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.By New York Life Investments

1
What could tariffs mean for markets? 22:55

3M ago22:55

22:55

In this episode, we get an economist’s perspective on what tariffs could mean for growth, inflation, and markets. We also talk about what’s driving the recent outperformance of European stocks and the main indicator to watch regarding US inflation. (Invesco Distributors, Inc.)By Invesco

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

3M ago24:01

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.By New York Life Investments

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

3M ago18:54

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.By New York Life Investments

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

3M ago19:59

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.By New York Life Investments

1
Searching for Black Swans (Part 2) (February 3, 2025) 17:33

4M ago17:33

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.By New York Life Investments

1
Markets grapple with the DeepSeek news 30:40

4M ago30:40

30:40

2025 started with a bang: The DeepSeek AI reveal stunned markets, inflation concerns returned to the headlines, and the Gulf Coast was transformed into a winter wonderland. We cover all of this and much more in our first podcast of the new year. (Invesco Distributors, Inc.)By Invesco

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

4M ago18:42

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.By New York Life Investments

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

4M ago14:10

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.By New York Life Investments

1
Is the 9-to-5 pushing yields to 5%? (January 13, 2025) 16:17

4M ago16:17

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.By New York Life Investments

1
Our Top 5 Questions for 2025 17:24

5M ago17:24

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

5M ago8:33

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.By New York Life Investments

1
The bull-bear battles of 2025 (December 16, 2024) 21:00

5M ago21:00

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 playi…

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

5M ago21:00

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 – …

1
What’s next for the AI trade (December 2, 2024) 16:14

6M ago16:14

16:14

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?…

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

6M ago16:34

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.By New York Life Investments

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

6M ago36:04

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.…

1
Bond opportunities in a resilient US economy 30:38

7M ago30:38

30:38

Matt Brill joins the podcast to discuss the resilience of the US economy, his expectations for the Federal Reserve, and why he’s bullish on the environment for investment grade credit. And he highlights opportunities in high yield, emerging markets, commercial real estate, and retail. (Invesco Distributors, Inc.)…

1
Ballots, Bulls, and Bears: Policy continuity (November 4, 2024) 10:44

7M ago10:44

10:44

As election week unfolds and uncertainty fills the air, one question stands out: what policies are least at risk of change? Lauren Goodwin and Michael LoGalbo explore three key areas that are expected to remain steady this week on Market Matters.By New York Life Investments

1
Rates back on the rise (October 28, 2024) 12:26

7M ago12:26

12:26

Why are interest rates rising after a Fed cut? Is it all about the election – and what are the implications on long-term rates? Lauren Goodwin and Julia Hermann talk through each of these questions this week on Market Matters.By New York Life Investments

1
Ballots, Bulls and Bears: global allocation with Nadège Dufossé (October 21, 2024) 13:00

7M ago13:00

13:00

The U.S. election may be decided by U.S. citizens, but its impact will be felt by a far larger base. Nadège Dufossé, Global head of Multi-Asset at Candriam, joins host Lauren Goodwin to discuss the global implications of any potential policy change.By New York Life Investments

1
Taxes, tariffs and more: The issues that matter most to voters 34:43

7M ago34:43

34:43

Invesco’s Global Head of Public Policy Andy Blocker gives a non-partisan overview of what investors can expect following the results of the 2024 election. (Invesco Distributors, Inc.)By Invesco

1
The moderate, middling, muddle-through economy (October 14, 2024) 20:07

7M ago20:07

20:07

The economic scene is shifting, and so is the team’s outlook. Join Lauren Goodwin, Julia Hermann, and Michael LoGalbo as they unravel the Fed’s interest rate cuts and their impacts on the economy.By New York Life Investments

1
Ballots, Bulls and Bears: Tax policy and municipal bonds (October 7, 2024) 18:08

8M ago18:08

18:08

The 2017 Tax Cuts and Jobs Act included tax cuts for households that are set to expire in 2025. How might tax policy evolve, and what does it mean for investors? Scott Sprauer of MacKay Municipal Managers joins host Lauren Goodwin to discuss all things tax policy and tax efficiency for investors.By New York Life Investments

1
Ballots, Bulls, and Bears: the view from Washington (September 30, 2024) 24:44

8M ago24:44

24:44

This episode shares the political landscape ahead of the 2024 U.S. election with Jon Paone and Kerry Cole, members of New York Life Insurance Company’s Office of Government Affairs.By New York Life Investments

1
Neutral or bust! (September 23, 2024) 14:28

8M ago14:28

14:28

The Federal Reserve went big, starting its easing cycle with a 50bp interest rate cut. Does the pace of easing matter? How far will the Fed go? How do allocation decisions change on the way down? Lauren Goodwin and Julia Hermann talk through each of these questions this week on Market Matters.By New York Life Investments

1
Ballots, Bulls and Bears: What’s at stake in the U.S. election, and who could win (September 16, 2024) 23:06

8M ago23:06

23:06

The first debate between Donald Trump and Kamala Harris has investors talking about what’s at stake in the U.S. election and who could win. Host Lauren Goodwin welcomes Jeff Bush of the Washington Update for his take on all things politics.By New York Life Investments

1
Does the Great Rotation have legs? 31:59

8M ago31:59

31:59

Small-cap and growth equities manager Justin Livengood shares his views on the viability of the Great Rotation, the evolution of the artificial intelligence boom, and two unexpected areas of the market that he’s excited about today. (Invesco Distributors, Inc.)By Invesco

1
Private markets series: Real estate turning points with Tristan and NYL Real Estate Investors (September 9, 2024) 29:28

9M ago29:28

29:28

Commercial real estate has been in the news for its risks – related to office space – but interest rate turning points may be creating a generational opportunity for allocation. Simon Martin of Tristan Capital Partners and Thomas O’Hanlon of NYL Real Estate join host Lauren Goodwin to assess that turning point and how to manage it.…

1
Private markets series: Private credit with Kartesia and Apogem Capital (September 2, 2024) 27:42

9M ago27:42

27:42

Investors have flocked to private credit as higher interest rates meant higher yield. Now, with interest rates moving lower, credit managers are looking for differentiated sources of value add. Host Lauren Goodwin speaks with Patrick Koehl of Apogem Capital and Julien Rigon of Kartesia to identify how borrowers are faring, which areas of the asset …

1
Private markets series: the private equity landscape with Apogem Capital (August 26, 2024) 32:04

9M ago32:04

32:04

Private equity has been at a standstill for the last several quarters, but is that changing? Louise Smith of Apogem Capital joins host Lauren Goodwin to discuss the private equity landscape: capital conditions, opportunities, risks, and allocation ideas.By New York Life Investments

1
Private markets series: The democratization of private markets with Bow River Capital (August 19, 2024) 24:14

9M ago24:14

24:14

Private markets are now accessible by retail investors, but is it a good thing? Jeremy Held of Bow River Capital joins host Lauren Goodwin to discuss the democratization of alts, associated risks, potential opportunities, and how investors can consider these dynamics for their portfolio.By New York Life Investments

1
Fueling the future 35:54

9M ago35:54

35:54

In the four years since the pandemic started, master limited partnerships (MLPs) have outperformed the broad market. Why? And what’s going to drive performance going forward? Brian Watson joins the podcast to discuss how MLPs went from “boring entities” to key players in conversations around artificial intelligence, bitcoin mining, and electric veh…

1
Private markets series: our capital markets outlook (August 12, 2024) 17:04

9M ago17:04

17:04

Introducing: a new Global Private Markets Outlook from New York Life Investments. Lauren Goodwin shares how changes in the economy and capital markets are disrupting – and opening – this space. This episode is the first in a series of episodes sharing our view both from the macroeconomic perspective and from the on-the-ground perspective of our pri…

1
The Fed, the job market, and the rising risk of recession 15:39

10M ago15:39

15:39

Concerns that the Federal Reserve has waited too long to cut interest rates, along with a worse-than-expected unemployment report, sparked fears of a US recession and contributed to a global market sell-off. Alessio de Longis revisits the podcast to discuss this developing situation. (Invesco Distributors, Inc.)…

1
Medal worthy? Q2 earnings season (August 5, 2024) 9:32

10M ago9:32

9:32

Q2 earnings season is underway... what will it take to make the podium, and where are the disappointments? Julia Hermann and Michael LoGalbo commentate on this competition from the sidelines.By New York Life Investments

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Brian Levitt Podcasts

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