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What small caps have to do with our recession view (July 22, 2024)

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Manage episode 430257497 series 2841639
Content provided by New York Life Investments. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by New York Life Investments or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

It’s midyear Macro Pulse time! Lauren Goodwin, Julia Hermann, and Michael LoGalbo share their midyear outlook, including an updated economic view, thoughts on the Fed, why small caps are rallying, and their best allocation ideas.

  continue reading

225 episodes

Artwork
iconShare
 
Manage episode 430257497 series 2841639
Content provided by New York Life Investments. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by New York Life Investments or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

It’s midyear Macro Pulse time! Lauren Goodwin, Julia Hermann, and Michael LoGalbo share their midyear outlook, including an updated economic view, thoughts on the Fed, why small caps are rallying, and their best allocation ideas.

  continue reading

225 episodes

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