Bloomberg Businessweek MIT's Microscopic Health-Tech Tools in Action
Oct 17, 2025
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.
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Private Markets Mirror Traditional Banking
- Private markets mirror public banking: high-quality lending sits beside risky, even fraudulent, activity.
- Monitoring defaults and definitions matters more in private credit because data and terms vary widely.
Prioritize Quality In Private Credit
- Focus on quality and workout capability when investing in private credit.
- Assess how managers navigate stress before committing capital.
AI Hype Faces Growing Skepticism
- Skepticism around AI growth has risen after big cloud spend announcements.
- Watch if tech capex shifts from cash to debt as a sign of overheating.