Podcast Episodes
Back to SearchEconomic Crosswinds and Fed Uncertainty: Positioning for 2026
Episode 193
With the historic government shutdown behind us, we dig back into key economic data captured over the duration of the shutdown: highlights include a …
11 months, 1 week ago
Penny for Your Thoughts? Consumer Trends and the Fog of Uncertainty Persists
Episode 192
This week, we cover the historic end of U.S. penny production resulting from high manufacturing costs and obsolescence. Market updates focused on lin…
11 months, 2 weeks ago
Afraid of the Dark: Sentiment Falters as Record-Long Shutdown Continues
Episode 191
This week, we explore the economic impact of the ongoing government shutdown, now in its 38th day, and its effect on labor market data and investor s…
11 months, 3 weeks ago
Trick or Treat? Fed Slashes Rates but Future Uncertainty Dampens Spirits
Episode 190
Cynthia Honcharenko, Director of Fixed Income Portfolio Management, joins the podcast to deliver a report on this week’s Federal Open Market Committe…
11 months, 4 weeks ago
Play Ball: Fed Seems Poised To Cut Rates at Next Week’s FOMC Meeting
Episode 189
Amid the ongoing government shutdown, we look at alternate sources of data to draw a picture of what’s happening with inflation, the labor market, an…
1 year ago
Risky Business: Credit Concerns Spook the Markets
Episode 188
The ongoing government shutdown delayed updates of the Consumer Price Index, Producer Price Index, weekly unemployment claims, and retail sales. Stil…
1 year ago
Navigating Market Uncertainty: Rate Cuts, Gold Highs, and the Power of Hope
Episode 187
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
Ste…
1 year ago
An Economic Rundown of the Government Shutdown
Episode 186
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
00:54 …
1 year ago
The Economy Today: Birdie, Par or Bogey?
Episode 185
Joel Redmond, Managing Director of Business Advisory Services at Key Private Bank, joins the podcast this week to provide some insights and advice fo…
1 year, 1 month ago
Back to the Future: What the 90s Can Tell Us About Today
Episode 184
Cynthia Honcharenko, Director of Fixed Income Portfolio Management, joins the podcast to deliver a report on this week’s Federal Open Market Committe…
1 year, 1 month ago