Bloomberg Businessweek Trump Says He’ll Meet Putin Again to Discuss War in Ukraine
14 snips
Oct 16, 2025 Lauren Goodwin, an Economist and Chief Market Strategist at New York Life Investments, shares insights on market dynamics and inflation. She highlights risks in private credit and the challenges of monitoring shadow banking. Goodwin delves into AI spending trends, noting a shift in investor sentiment and potential bubble signs. Additionally, she discusses the macroeconomic outlook, predicting modest growth and sticky inflation. Her take on the gold rally emphasizes the role of central banks and scarce supply driving demand.
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Prioritize Quality In Private Credit
- Focus on quality and teams with strong workout experience when investing in private credit.
- Prioritize asset managers who can navigate defaults and varied data definitions in private markets.
AI Hype Meets Spending Reality
- Skepticism about AI's earnings sustainability rose after big spending by NVIDIA and OpenAI.
- Goodwin watches debt-financed tech spend as a signal of bubble risk.
Diversify Against Concentrated Tech Risk
- Expect possible short-term corrections but lean on diversification across asset classes.
- Consider international equities, gold, and commodities to hedge concentrated U.S. tech exposure.
