The market broadened, but profitability leadership still matters. On Market Matters, Julia Hermann and Sarah Hirsch discuss Q1 earnings, AI-related capex, margin resilience, and the risks that could make the earnings picture less uniformly positive from here.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
What’s next for the U.S. Treasury curve (May 11, 2026)
Macro Pulse: Pricing past the blockade (May 4, 2026)
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)
Free AI-powered recaps of Market Matters from New York Life Investment Management and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.