HeyJaredKey Wealth Matters
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,…
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 25, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 13, 2026
Latest episodes
Rates, Inflation and the Case for Rebalancing (opens the original)
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Treasury yields moved sharply higher, creating new headwinds for equities and driving rotation beneath the market’s surface. The team examines how elevated diesel and oil prices could sustain inflation, complicate the Fed’s policy path and increase the risk of a policy error. With yields offering more competition for investor capital, portfolios may benefit from reassessing risk-asset exposure and considering opportunities in fixed income. Investors should continue monitoring energy prices, geop
The Fed Shifts Gears: Higher Rates, AI Risks, and What Comes Next (opens the original)
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The Federal Reserve raised rates by 25 basis points and signaled that additional increases may follow as inflation remains its primary focus. While the economy and equity markets have shown resilience, investors should prepare for continued uncertainty and volatility. AI investment remains a major driver of earnings and growth, but a slowdown could pressure equities. With the 10-year Treasury yield near 5.00%, real assets may provide additional portfolio diversification amid higher rates and ong
The Inflation Plot Twist: Markets Rethink Rates as Price Pressures Return (opens the original)
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This week’s discussion examines hotter-than-expected inflation readings and their implications for Federal Reserve policy, global interest rates, and investor positioning. The panel considers why markets are pricing in a potential September rate hike, while higher oil prices and AI infrastructure spending add to inflation pressures. Despite modestly wider credit spreads, demand remains constructive. Investors should monitor policy decisions, longer-term yields, and the effects of elevated borrow
Taking Care of Business: Strong Jobs, Cautious Markets, and Municipal Bond Opportunities (opens the original)
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This week’s discussion examines a stronger-than-expected August employment report and its implications for the Federal Reserve’s September decision. The conversation also covers AI-driven data center investment, narrowing equity market participation, seasonal volatility, and where longer-term municipal bonds may offer relative value amid record issuance and sustained investor demand. Hear additional market and investment perspectives during the Key Wealth National Call: Countdown to the Midterms
What Jackson Hole and NVIDIA Earnings Mean for Investors (opens the original)
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Kevin Warsh’s first Jackson Hole speech as Fed chair emphasized policy flexibility, a firm 2% inflation target and less reliance on forward guidance. The panel examines how persistent inflation and resilient economic growth could keep another rate increase on the table while contributing to greater bond market volatility. Investors also hear why caution is building around semiconductor stocks, AI infrastructure spending and technology company balance sheets, supporting a more selective portfolio
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