Great power politics in action (March 30, 2026)
About this episode
This episode discusses the increasing importance of geopolitical risk and its impact on the global economic order.
Geopolitical risk is moving from the background to the foreground for investors. In this episode, Julia Hermann and Michael LoGalbo explore how great power politics is changing the global economic order –and why this shift, seen in Iran and beyond, is becoming more important for markets, policy, and portfolio construction.
More episodes of Market Matters from New York Life Investment Management
- Around the world: war in Iran and the global economy (April 27, 2026)
- The macro impact of AI, with special guest Steve Friedman (April 20, 2026)
- Credit and conflict: the stories moving markets
- Macro Pulse: macro spillovers from the Strait (April 6, 2026)
- Conflict in Iran: the Strait of Hormuz closure and wider economic shock (March 24, 2026)
- Is broader better? (March 16, 2026)
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