Jul 27, 2026
On this episode of The Rate Guy: a Kalshi cautionary tale, what it is about the Fed meeting that has JP on edge, the 10T level experts consider catastrophic, and the top three things you should be watching—not just for this meeting, but moving forward.
For the deep dive into monetarism that JP references, check...
Jul 13, 2026
We discuss this week's CPI report because we think it could be a big driver of interest rates not just for this month but really how the Market receives the Fed's reaction function to the inflation related to oil.
Jul 5, 2026
On this episode of The Rate Guy you get a story of JP wrestling with a bat (yes a real live bat), his thoughts on the market's frustration with Warsh and what the real unemployment rate is and why.
Jun 28, 2026
On this episode of The Rate Guy, we talk inflation, GDP, Jobs and what's really killing caps right now.
Jun 17, 2026
On this episode of The Rate Guy we recap today's FOMC meeting and cover any happenings, surprise statements and of course Warsh's tie color.