Tariffs, Medals, and Stoats
The Rate Guy
On this episode of The Rate Guy, JP draws some parallels between the winter olympics and happenings in the US Market. Gold, Silver, Bronze and Stoat are awarded. Big congrats to USA Men's and Women's Hockey Teams who took home Gold this Winter Olympics! .
info_outline
CNBC Talking Heads Fall For The Job Headlines...Again
The Rate Guy
On this week's episode of The Rate Guy we discuss the , 3 key take aways from the Jobs Report, how (& why) we are in a disinflationary environment right now and how all of that will determine if the Fed cuts this year.
info_outline
3 Things to Know About Kevin Warsh
The Rate Guy
On this episode of The Rate Guy, JP breaks down the 3 things you absolutely need to know about Kevin Warsh being nominated as the new Fed Chair and can Thom Tillis block his nomination like he said he will.
info_outline
Fed Meeting Recap
The Rate Guy
Miss the Fed meeting today? We've got you! We translate all the Fed-speak and highlight our favorite moments and key takeaways - like what advice J Powell has for the next Fed Chair.
info_outline
Fed Meeting Wednesday
The Rate Guy
On this episode of The Rate Guy we discuss what some of you may have forgotten...the Fed meeting is this week! We cover the Supreme Court's take on the Lisa Cook case, 10T behaviours, China "dumping" Treasurys and info about caps that our floating rate borrowers might be interested in. Here is the link for the that we discussed. See you all Wednesday night for the FOMC recap!
info_outline
DOJ Plans to Indict Powell
The Rate Guy
We know this is a little early to call, but this will be the most important episode of the year. So if you listen to nothing else, listen to this one. Shocking news came out late Sunday night. This has literally never happened since the existence of the Federal Reserve. The Department of Justice served the Federal Reserve with grand jury subpoenas, threatening a criminal indictment related to Jerome Powell's testimony before the Senate Banking Committee last June. In this episode we discuss the historical impact of this move and the impact it may have. We also reveal something that had JP...
info_outline
J-Money's Last Rate Cut?
The Rate Guy
On this special episode of The Rate Guy, we examine today's Fed meeting, the dissents, the jobs realization, J Powell's press conference and what it all means for current market conditions and in 2026.
info_outline
A Cut This Week But None Next Year?
The Rate Guy
On this episode of The Rate Guy, JP draws a parallel between the Penn State and Fed search for their next leader. Then we jump into what to expect at this week's meeting and a quick look ahead to next year's rate expectations. We'll be back Wednesday for a recap of the Fed meeting. For those that are curious...here's the calendar reminder screenshot. (if I could insert a facepalm emoji here I would)
info_outline
My Thanksgiving List - Markets Edition
The Rate Guy
On this episdoe of The Rate Guy, in the spirit of Thanksgiving, JP runs through a variety of things he's thankful for with his mix of sincerity and sarcasm that we all know and love. Check out the fancy Private Social Club that we talk about and visited in Atlanta, The Perlant, . If you want to see Philly Elementary kids go off on Dallas player themed heavy bags (yeah, you read that right) click Hope you all have a great Holiday this week!
info_outline
I Love the Smell of Capitalism in the Morning
The Rate Guy
On this episode of The Rate Guy, we talk about JP’s love of all things Texas (well, maybe not the lobster mac & cheese), dig into the latest private-sector jobs data, and break down where we see interest rates heading in 2026 — plus why the impact on the 10T looks completely binary.
info_outlineOn this episode of The Rate Guy, we break down the latest jobs report. We unpack what the numbers really signal, what that means for inflation, and why the Fed isn’t reaching for the rate cut lever just yet. Plus, you know we have to talk about what went down this past week; a Twitter showdown for the ages. Buckle up.