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The Rate Guy

May 23, 2022

On this episode of The Rate Guy we discuss if the bottom is actually falling out, inflation, and our hopes for the Core PCE number coming out this week. 


May 16, 2022

On this episode of The Rate Guy we discuss  the recession threshold and when we're set to hit it. We also analyze our recent restrictive territory history and how the Fed behaved during those times. 

Link to the Pensford newsletter and graphs...


May 2, 2022

On this episode of The Rate Guy we discuss the upcoming Fed meeting, how quantitative tightening could effect asset pricing and our take on when the economy could break itself throw us into a recession.  

To see the photo of J Powell as an astronaut check out the Pensford Newsletter! Pensford.com


Apr 25, 2022

On this episode of The Rate Guy Podcast we discuss GPD, inflation data, and the 10T number that you need to be paying attention to and why.


Apr 18, 2022

On this episode of The Rate Guy Podcast we discuss the reasons why inflation data may have come in below expectation and what might be the new normal for the 10 Year Treasury.