Lauren Goodwin

Elise Giuliano, Columbia political scientist analyzing the four-year Russia–Ukraine stalemate. Ed Ludlow, Bloomberg Tech reporter breaking down Meta’s AMD compute deal and chip/data center implications. Lauren Goodwin, economist and market strategist on inflation, tariffs and macro risks. They dive into private credit strains, AI-driven compute races, inflation pressures, and geopolitical negotiation challenges in short, sharp conversations.

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.

Jack Caffrey, an Equity Portfolio Manager at JPMorgan Asset Management, joins Lauren Goodwin, Chief Market Strategist/Economist at NY Life Insurance, to discuss the current stock market surge fueled by strong corporate earnings and anticipated rate cuts. They delve into the impact of tariffs on smaller businesses and the complexities of inflation and job creation. The duo also debates the reliability of economic indicators amidst political uncertainties, offering insights into navigating financial trends and crafting effective investment strategies.

Mohamed El-Erian, President of Queens' College, Cambridge, and Lauren Goodwin, Chief Market Strategist at New York Life, dive deep into the outlook for stocks and the U.S. economy. They discuss the signals from the bond market and potential impacts of President Trump's tariff negotiations. El-Erian highlights the delicate balance between growth and inflation while Goodwin shares insights on investor confidence amid rising interest rates. Together, they navigate the complexities of economic integration and its effects on market strategies.

Mark Gurman, Bloomberg's go-to Apple reporter, breaks down why iPhone 17 demand shattered records. Ed Ludlow, tech analyst in San Francisco, parses the earnings beats, supply-chain leverage and AI partnerships. Lauren Goodwin, economist and market strategist, covers macro risks and dollar moves. They dive into China’s rebound, memory-cost defenses, AI bets and what this means for leadership and product strategy.

In this conversation, Lauren Goodwin, Chief Market Strategist at New York Life Investments, predicts challenges for the US economy as the Federal Reserve considers interest rate cuts. Jaime Magyera from BlackRock discusses the strategic partnership with Citigroup and its implications for wealth management. Priya Misra of JPMorgan dives into how tariffs and job market fluctuations impact rates and economic stability. Together, they explore the precarious balance investors face as market enthusiasm meets potential policy shifts from the Fed.

Lauren Goodwin, an economist and chief market strategist at New York Life Investments, joins the discussion along with Professor Deblina Sarkar from MIT. They dive into the development of microscopic technologies that can operate within the human body for early disease detection. Goodwin shares her insights on market dynamics, including the impact of AI spending on economic trends and the rationale behind recent gold rallies. The conversation also touches on the challenges of private markets and the importance of diversification in uncertain economic times.

Leslie Picker, CNBC banking reporter sharing on-the-ground consumer and broker moves. Lauren Goodwin, New York Life Investments portfolio manager discussing macro, allocations and AI trends. They cover rotation from megacaps into cyclicals, AI’s infrastructure pull, international and emerging market opportunities, and fresh reporting on big corporate bond moves.

Lauren Goodwin, an economist and chief markets strategist at New York Life, discusses the implications of Federal Reserve policies and whether their dovishness is overstated. Jonathan Maxwell, CEO of Sustainable Development Capital, analyzes the recent drop in energy prices and the growing demand for renewables. Political analyst Wendy Schiller offers insights into the upcoming US elections and how economic factors are shaping voter behavior. Together, they shed light on the intertwining of market fluctuations, technology trends, and political strategy.

Shinaldi Bassak, iCapital rep on software valuations and private markets. Seema Modi, tech and software reporter tracking IBM, Workday, Salesforce, Snowflake. Jack O'Callaghan, 1980 U.S. Olympic hockey alum turned finance pro, reflecting on the gold. Lauren Goodwin, New York Life Investments strategist on equity allocation. They tackle momentum in the rally, tech weakness, AI-led Nvidia dynamics, and private credit risks.