Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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Andrew Rigo Podcasts

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Rate Expectations: A Somber Week Ahead of the September FOMC Meeting
23:22
23:22
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23:22In this week's episode, we break down the factors and trends shaping the economy, including new reports that shed some light on labor and inflation. Expected rate cuts from the Federal Reserve at next week’s Federal Open Market Committee Meeting (FOMC) appear to be the main driving force behind movements in fixed income and equities. Please join us…
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Is the Economy O(k)? National 401(k) Day and a K-shaped Recovery
24:58
24:58
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24:58In this week's episode, we discuss the Beige Book Report, and three employment reports including fresh numbers from a weaker-than-expected report from the Bureau of Labor Statistics (BLS). We also touch on the policies and politics bedeviling the Federal Reserve, and the likelihood of rate cuts later this month. As always, we analyze how all of the…
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Fed Independence: Cooking on the Grill for Labor Day Weekend
20:32
20:32
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20:32In this week's episode, we discuss the latest economic and market news, including updates on unemployment claims, GDP growth, and inflation data. Our experts provide their insights and analysis on the implications of these and other economic developments, particularly the potential impact on the Federal Reserve's monetary policy decisions. We also …
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Fire in the (Jackson) Hole: Powell’s New Outlook Amid Ongoing Fed Turmoil
23:46
23:46
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23:46In this week's episode, our experts review the now-stale minutes from July’s Federal Open Market Committee (FOMC) meeting, Fed Chairman Jerome Powell’s new dovishness from the Jackson Hole Economic Symposium, and what to look out for in the coming weeks as we near the end of a notable summer. Speakers: Brian Pietrangelo, Managing Director of Invest…
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This week was lighter on economic news and reporting—certainly when compared to the previous two action-packed weeks—so we’re shaking things up for this episode. Each expert brings to the table a news item that caught his eye this week, and one topic that might not be receiving enough attention. Topics include skyrocketing investment into artificia…
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Woes and Whoas: Fallout From the July FOMC
29:44
29:44
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29:44In this week's episode, we discuss eight reports and news items that are impacting the economy today, and which will likely have lingering effects into the future; these touch on the labor market in regard to unemployment and payrolls, housing, inflation, Gross Domestic Product (GDP), earnings season, and – the big news of the week – what came out …
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The Deep Summer Economy: Feels So Good or On a Crazy Train?
22:07
22:07
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22:07In this week's episode, we review the unemployment and home sales figures that were released this week, as well as the ongoing trade tensions and tariff negotiations between the United States and its trading partners. We also touch on the Federal Reserve’s policy decisions and President Trump’s visit to tour the renovations to the Federal Reserve h…
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In this week's episode, we cover a wide range of reports that touch on inflation, consumer spending, manufacturing activity, and what might come out of the upcoming Federal Open Market Committee (FOMC) meeting on July 30. We also analyze the moves in both the bond markets and equities caused by the rumors of President Trump’s desire to remove Feder…
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Recap of Our 2025 Outlook Now that We Are at Mid-year
23:13
23:13
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23:13In this week's episode, our experts discuss the state of the economy, markets, and investment outlook for the second half of 2025. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Managing Director of Fixed Income Stephen Hoedt, Head of Equities 01:36 - Recap of employment …
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Fed Still to Wait and See after updates to GDP and PCE
23:04
23:04
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23:04In this episode, our experts opine on the economy, considering three key indicators making a splash this week: unemployment claims are down, but so was the first quarter estimate of Gross Domestic Product (GDP), while inflation stayed stickier than hoped for in May. Meanwhile, bond yields moved higher, and the stock market is having a heyday, despi…
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Summer of Uncertainty: the June FOMC meeting and the One Big Beautiful Bill
27:34
27:34
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27:34The Federal Open Market Committee (FOMC) met this week to report on dampened economic projections, forecast two potential rate cuts in the remainder of the year, and reaffirm the wait-and-see approach that has been a hallmark of Fed policy thus far in 2025. Our experts analyze what came out of the meeting, how investors should respond, and what the…
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Private Credit: Good Vibrations for Investors?
24:04
24:04
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24:04In this week's episode, Ather Bajwa, Managing Director of Multi-Strategy Research, joins us to deliver a masterclass in private credit – what it is, why it’s important, and what to consider before investing. We also unpack new surveys and reports across a variety of topics including unemployment, inflation, and volatility. As usual, we look at wher…
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In this week's episode we unpack three reports about the labor market; the mixed results show an uptick in new job openings amid increasing initial weekly unemployment claims, though the unemployment rate remains steady at 4.2%. We also discuss the Federal Reserve’s Beige Book report, which shows elevated levels of consumer and commercial uncertain…
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Diversification: The Safe Haven for Your Portfolio in Uncertain Times
23:13
23:13
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23:13In this week's episode, we delve into the big economic news shaping our world and portfolios. We provide updates on the job market, modest gross domestic product (GDP) growth, the Personal Consumption Expenditures price index and an uptick in inflation, new tax policies and the National Deficit, and what the Federal Reserve might be thinking for th…
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Economic Insights for Your Memorial Day BBQ
23:30
23:30
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23:30In this week's episode, our experts unpack the past few days following positive news on tariff discussions between the United States and China. We also provide observations on the final earnings calls of the first quarter of 2025, changes in consumer sentiment, ongoing uncertainty around the Federal Reserve, what happened in the Treasury Bond marke…
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In this week's episode, we review the news from Wednesday’s Federal Open Market Committee (FOMC) meeting, highlighting four themes: a slower path to rate cuts; rising risk of policy dilemma and potential stagflation; decisions will be made based on data, not any pre-committed timelines; a policy bias towards easing but with less conviction. Overall…
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Off to the Races: GDP, Inflation, and the Labor Market
23:56
23:56
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23:56In this week's episode, our investment experts explore three major themes from the week: negative real gross domestic product (GDP) growth, inflation, and the labor market. We discuss how these factors affect equity and bond markets, and overall sentiment regarding the economy. We also consider if the relatively positive news from this week continu…
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Tariff Update and the Future of Fed Independence
23:30
23:30
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23:30In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel delves into the ongoing volatility from President Trump’s on-again/off-again tariffs, the public tensions between Trump and Federal Reserve Chair Jerome Powell and the question of a Fed…
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In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into CPI inflation, initial unemployment claims, tariffs, the equities and bond market, and rate cuts. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy…
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In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the ISM Report on Business, new non-farm payroll data, tariffs, the equities market, and rate cuts. Speakers: Brian Pietrangelo, Managing Director of Investment Strate…
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In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the U.S. Consumer Confidence report, GDP, PCE inflation, equities, the credit market, and municipal bonds. Speakers: Brian Pietrangelo, Managing Director of Investment…
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In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the recent FOMC meeting, credit markets, and the yield curve Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cindy Honcharenko, Director of Portf…
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1
What Can we Observe from International Markets?
24:25
24:25
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24:25In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the JOLTS report, CPI and PPI data, the equities market, tariffs, foreign government spending, the credit market, and the upcoming FOMC meeting. Speakers: …
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Will Inflation Take a Step Back When the Clocks Spring Forward?
23:29
23:29
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23:29In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into PMI data, the Fed’s Beige Book, the Employment Situation Report, the credit market, the U.S. dollar, and the upcoming Key Wealth National Call. Speakers: B…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into initial unemployment claims, PCE inflation, equities, treasuries, consumer spending, and the upcoming Key Wealth National Call. Speakers: Brian Pietrangelo…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into initial unemployment claims, the concept of a “Mar-A-Lago Accord”, the credit market, the FOMC meeting minutes, and the upcoming Key Wealth National Call. …
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1
Cocoa Prices Aren’t the Only Thing on the Rise
22:45
22:45
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22:45In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into CPI inflation data, retail sales, corporate earnings, the credit market, and commodity trends. Speakers: Brian Pietrangelo, Managing Director of Investment…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into PMI data, the JOLTS report, Nonfarm Payrolls, potential rate cuts, the yield curve, fourth quarter earnings, recent tariff policies, and Super Bowl LIX pre…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into fourth quarter GDP, PCE inflation, the FOMC meeting, the equities market, and artificial intelligence (AI). Speakers: Brian Pietrangelo, Managing Director …
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the initial unemployment claims, the equities market, interest rates, and the upcoming FOMC meeting. Speakers: Brian Pietrangelo, Managing Director of Inve…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Beige Book, CPI data, the stock and bond markets, tariffs, the debt ceiling, and Key Wealth’s 2025 Outlook. Speakers: Brian Pietrangelo, Managing Direc…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the JOLTS report, the Employment Situation, treasury yields, the Fed, and tariff policies. Speakers: Brian Pietrangelo, Managing Director of Investment Str…
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Market Minutes Recap - Market Update (Perspectives on the FOMC meeting, GDP, and predictions for 2025)
22:37
22:37
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22:37In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the FOMC meeting, GDP, and predictions for 2025. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cindy Honcharenko, Director of Portfolio Managem…
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Market Minutes Recap - Market Update (Perspectives on initial unemployment claims, CPI data, next week’s FOMC meeting, the bond and equities markets)
20:18
20:18
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20:18In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the initial unemployment claims, CPI data, next week’s FOMC meeting, the bond and equities markets. Speakers: Brian Pietrangelo, Managing Director of Investment Strate…
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Market Minutes Recap - Market Update (Perspectives on the PMI reports, initial unemployment claims, the Employment Situation report, the Beige Book, our 2025 investment and economic outlook, and the upcoming ...
26:28
26:28
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26:28In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the PMI reports, initial unemployment claims, the Employment Situation report, the Beige Book, our 2025 investment and economic outlook, and the upcoming FOMC meeting …
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Market Minutes Recap - Market Update (Perspectives on the US Leading Economic Indicator, existing home sales, the equities market, SEC chairperson resignation, the bond market, and rate cuts)
17:58
17:58
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17:58In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the US Leading Economic Indicator, existing home sales, the equities market, SEC chairperson resignation, the bond market, and rate cuts. Speakers: Brian Pietrangelo, …
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Market Minutes Recap - Market Update (Perspectives on Tax policy, Rate cuts)
24:07
24:07
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24:07The Key Wealth Matters weekly podcast covers important topics including the markets, the economy, and investing. This week's episode features discussions on: Market updates, with the S&P 500 down slightly this week despite being up 25% year-to-date. Rising Treasury yields are making further gains difficult. Tax policy under the reelected President …
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Market Minutes Recap - Market Update (Perspectives on the Purchasing Manager’s Index, the recent U.S. presidential election, the equities and bond markets, and the recent FOMC meeting)
23:15
23:15
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23:15In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the Purchasing Manager’s Index, the recent U.S. presidential election, the equities and bond markets, and the recent FOMC meeting. Speakers: Brian Pietrangelo, Managin…
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Market Minutes Recap - Market Update (Perspectives on the latest economic reports, the bond and equities markets, next week's FOMC meeting, the US presidential election and proposed tax policies)
27:20
27:20
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27:20In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the bond and equities markets' reactions to the latest reports and looks ahead to next week's US presidential election and FOMC meeting. This week's episode also featu…
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Market Minutes Recap - Market Update (Perspectives on the Beige Book, initial unemployment claims, existing home sales, the S&P 500, the bond market, the MOVE Index, and upcoming economic news)
19:29
19:29
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19:29In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Beige Book, initial unemployment claims, existing home sales, the S&P 500, the bond market, the MOVE Index, and upcoming economic news. Speakers: Brian…
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Market Minutes Recap - Market Update (Perspectives on initial unemployment claims, rate cuts, the upcoming November FOMC meeting, the earnings market, and the bond market)
21:26
21:26
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21:26In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the initial unemployment claims, rate cuts, the upcoming November FOMC meeting, the earnings market, and the bond market. Speakers: Brian Pietrangelo, Mana…
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Market Minutes Recap - Market Update (Perspectives on the labor market, Fed meeting minutes, and more)
18:39
18:39
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18:39In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on recent market and economic data, including an analysis of the September employment report, the Federal Reserve's September meeting minutes and the latest inflation and unemployment claims data. The discussion covers the potential impact…
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Market Minutes Recap - Market Update (Perspectives on initial unemployment claims, PCE Inflation report, government debt, China, and the equities market)
20:20
20:20
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20:20In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the initial unemployment claims, PCE Inflation report, government debt, China, and the equities market. Speakers: Brian Pietrangelo, Managing Director of I…
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Market Minutes Recap - Market Update (Perspectives on retail sales, the FOMC recap, and the equities market)
23:58
23:58
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23:58In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the retail sales, the FOMC recap, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cindy Honcharenko, Directo…
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Market Minutes Recap - Market Update (Perspectives on CPI inflation data, the stock market, and next week’s FOMC meeting)
16:59
16:59
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16:59In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the CPI inflation data, the stock market, and next week’s FOMC meeting. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo…
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Market Minutes Recap - Market Update (Perspectives on the Purchasing Managers Index, the Fed’s Beige Book, the Employment Situation, rate cuts, and the energy market)
21:18
21:18
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21:18In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Purchasing Managers Index, the Fed’s Beige Book, the Employment Situation, rate cuts, and the energy market. Speakers: Brian Pietrangelo, Managing Dire…
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Market Minutes Recap - Market Update (Perspectives on the S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call)
20:27
20:27
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20:27In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call. Speakers: Brian Pietra…
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Market Minutes Recap - Market Update (Perspectives on the U.S. Leading Indicators, nonfarm payrolls, existing home sales, the Jackson Hole Symposium, the July FOMC meeting minutes, and the upcoming Key ...
24:40
24:40
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24:40In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the U.S. Leading Indicators, nonfarm payrolls, existing home sales, the Jackson Hole Symposium, the July FOMC meeting minutes, and the upcoming Key Wealth …
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Market Minutes Recap - Market Update (Perspectives on the labor market, industrial production, retail sales, the Consumer Price Index, corporate earnings, and the upcoming Key Wealth National Call)
20:50
20:50
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20:50In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the labor market, industrial production, retail sales, the Consumer Price Index, corporate earnings, and the upcoming Key Wealth National Call. Speakers: B…
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Market Minutes Recap - Market Update (Perspectives on the Economic Calendar and Recent Market Volatility)
23:20
23:20
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23:20Market Minutes Recap - Market Update (Perspectives on the Economic Calendar and Recent Market Volatility) In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on recent market volatility and its implications for investors. Our panel shares predictions on earnings season and insights on the f…
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