Episodes

  • Hot Jobs Report Due on Thursday
    Jun 28 2026

    On this episode of The Rate Guy, we talk inflation, GDP, Jobs and what's really killing caps right now.

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    13 mins
  • Fed Meeting Recap
    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.

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    18 mins
  • Our First Warsh Fed Meeting Wednesday
    Jun 14 2026

    On this episode of The Rate Guy, we talk about last week's jobs number, Warsh's first ever Fed meeting, what position are traders pouring into at a historic level and how a resolution in Iran affect the 10T.

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    19 mins
  • What Would Cause The Fed To Hike This Year
    May 26 2026

    On this episode of The Rate Guy we take a trip down memory lane. Revisiting similar economic times in history to build a framework for what the Fed might do this year. We take a look at GDP, Money Supply, Inflation, Oil...all of the key touchpoints and which of those we should be payint the most attention to.

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    40 mins
  • What Brings Rates Back Down?
    May 18 2026

    On this episode of The Rate Guy we discuss what the Market is laser focused on right now and what needs to happen to bring relief to the 10T.

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    21 mins
  • Headline Jobs Added 115k, But Lost 424k Full Time Positions
    May 11 2026

    We're back baby and we're excited about it....well JP's not, but he's got no choice.

    Today we talk about inflation, Jobs, the new Fed chair, 10T, Caps, Raising interest rates....all of the things!

    Thanks for your patience with us during our haitus, we break down why during the first 4 minutes.

    See you next week!

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    29 mins
  • Friday Was One of The Most Volatile Weeks On Record
    Mar 23 2026

    On this episode of The Rate Guy we discuss the extreme volatility of last week, what it means for rate caps, the 10T and what to be on the look out from the Fed in the upcoming weeks.

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    12 mins
  • No, The Fed Wont Hike Because of Oil
    13 mins