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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/series-2996722">The So What from BCG</a></span>
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This podcast from Boston Consulting Group looks around the corner of today’s big business and social issues. The goal–the so what–is to make sense of today and prepare busy leaders and executives for the day after tomorrow. Award-winning British journalist Georgie Frost interviews the leading thinkers and doers at BCG on the trends, developments, and ideas that will shape and disrupt the future. This is not your typical business strategy podcast.
Biden’s Last Business Day (January 17, 2025)
Manage episode 461644722 series 2841639
内容由New York Life Investments提供。所有播客内容(包括剧集、图形和播客描述)均由 New York Life Investments 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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.
250集单集
Manage episode 461644722 series 2841639
内容由New York Life Investments提供。所有播客内容(包括剧集、图形和播客描述)均由 New York Life Investments 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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.
250集单集
Tous les épisodes
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Market Matters from New York Life Investments
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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.
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Market Matters from New York Life Investments
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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.
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Market Matters from New York Life Investments
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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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Market Matters from New York Life Investments
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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.
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Market Matters from New York Life Investments
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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.
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Market Matters from New York Life Investments
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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.
M
Market Matters from New York Life Investments
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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.
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Market Matters from New York Life Investments
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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.…
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Market Matters from New York Life Investments
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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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Market Matters from New York Life Investments
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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.…
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Market Matters from New York Life Investments
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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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Market Matters from New York Life Investments
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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?…
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Market Matters from New York Life Investments
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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.
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Market Matters from New York Life Investments
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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
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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.
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