Name: 2026 Economic Forecast, Ep #078
Uploaded: 2026-01-30T13:00:00+00:00
Duration: 44 min 12 s
Description: We welcome back Julia C. Hermann, Global Market Strategist at New York Life Investments, for a wide-ranging conversation on the 2026 economic outlook. We’re discussing the key macro trends shaping the

15 days ago

Finance & Crypto

We welcome back Julia C. Hermann, Global Market Strategist at New York Life Investments, for a wide-ranging conversation on the 2026 economic outlook. We’re discussing the key macro trends shaping the future, from the ongoing AI boom and its comparison to the dot-com era, to the Federal Reserve's policy moves, the impact of tariffs and inflation, and the fast-evolving global geopolitical landscape.

Julia offers a balanced perspective, exploring why the current environment may feel at odds with headlines about global chaos, and how investors can think about risk, portfolio construction, and opportunities in this unique moment. The discussion covers everything from the intricacies of bond-market risks and Fed independence to energy markets, Japan’s financial experiment, and the emerging role of China on the world stage.

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LISTEN IF YOU ARE INTERESTED IN…
03:34 Navigating global economic uncertainty.
07:35 AI investment and tax incentives.
11:17 Fed independence and Powell's influence.
18:30 Inflation driven by housing costs.
26:09 Global economies wrestle with debt.
27:59 Japan's tenuous reflation experiment.
33:01 Fed influence vs market rates.
35:52 AI and US-China dynamics.
38:12 Focus on diversification and quality.