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The Rate Guy

Dec 13, 2021

On this episode of The Rate Guy we discuss inflation, what risk is most unappreciated by the market, a shout out to JP's favorite economist Julia Coranado and, of course, what to look for out of the Fed meeting this week.

To see supporting graphs and infographics, check out the Pensford...


Dec 6, 2021

On this episode of The Rate Guy we discuss last Friday's Job Report and the corresponding plunge in interest rates that went along with it. We will also touch on the future of the 10T and how it relates to inflation. 


Nov 29, 2021

On this episode of The Rate Guy we discuss what caused last week's rate plunge, FOMC's thoughts about inflation, tapering and the new variant's influence on short and long term rates.


Nov 22, 2021

On this episode of The Rate Guy we discuss our ax throwing excursion, this week's Fed Chair announcement, inflation and what to expect out of the 10T over the next couple of years. 

Hawk/Dove Fed Chair Spectrum


Nov 15, 2021

On this episode of The Rate Guy, we discuss the topic that's leading all the headlines...inflation. We list five reason why inflation isn't as bad as it appears and what the Fed's next steps may be.

To view graphs referenced in our podcast, read our Pensford...