The Rate Guy

JP Conklin

The Rate Guy Podcast is hosted by JP Conklin of Pensford. It's an irreverent insight into interest rates and current markets and how they impact the Commercial Real Estate and Multifamily industries.

  1. 23 MAR

    Friday Was One of The Most Volatile Weeks On Record

    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.

    12 min

  2. 15 MAR

    No, The Fed Wont Hike Because of Oil

    The Rate Guy

    13 min

  3. 8 MAR

    The Ickiest Jobs Report in Five Years

    On this episode of The Rate Guy, we break down the economic impact of the war in Iran, a weak jobs report, and what it means for oil, inflation, and the timing of the next rate cut. The cushion the economy has relied on for the past few years may be gone, and the margin for error is getting much smaller.

    24 min

  4. 23 FEB

    Tariffs, Medals, and Stoats

    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! Link to Newsletter to see graphs referenced.

    20 min

  5. 15 FEB

    CNBC Talking Heads Fall For The Job Headlines...Again

    On this week's episode of The Rate Guy we discuss the SaaSpocalypse, 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.

    15 min

  6. 2 FEB

    3 Things to Know About Kevin Warsh

    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.

    28 min

  7. 29 ENE

    Fed Meeting Recap

    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.

    13 min

  8. 26 ENE

    Fed Meeting Wednesday

    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 Pensford Cap Pricer that we discussed.  See you all Wednesday night for the FOMC recap!

    19 min
Ver todo (100)

Acerca de

The Rate Guy Podcast is hosted by JP Conklin of Pensford. It's an irreverent insight into interest rates and current markets and how they impact the Commercial Real Estate and Multifamily industries.

Información

  • Creador
    JP Conklin
  • Años de actividad
    2020 - 2026
  • Episodios
    100
  • Clasificación
    Explícito
  • Copyright
    All Material Copyright © 2020 Pensford LLC
  • Mostrar sitio web
    The Rate Guy

También te podría interesar