All Episodes
The Rate Guy — 101 episodes
Headline Jobs Added 115k, But Lost 424k Full Time Positions
Friday Was One of The Most Volatile Weeks On Record
No, The Fed Wont Hike Because of Oil
The Ickiest Jobs Report in Five Years
Tariffs, Medals, and Stoats
CNBC Talking Heads Fall For The Job Headlines...Again
3 Things to Know About Kevin Warsh
Fed Meeting Recap
Fed Meeting Wednesday
DOJ Plans to Indict Powell
J-Money's Last Rate Cut?
A Cut This Week But None Next Year?
My Thanksgiving List - Markets Edition
I Love the Smell of Capitalism in the Morning
Quick Fed Meeting Take Aways
The Fed Might Not Cut At All in 2026
What Pushes the 10T to 3.62%
The Fed Will Cut Even if the Govt is Still Shut Down
Introducing the PLS…Pensford Labor Statistics!
The Aftermath of the Fed Meeting
7 Fed Members Thought They Wouldn't Be Cutting This Week
Friday's Jobs Report Means The Fed is Already Behind the Curve
The Fed's Real Focus
Special Jackson Hole Edition
Revision Chickens Come Home to Roost
Put Your Hard Hats On, It's Going to be a Crazy Week
Bond Buying Baby
The Big Beautiful Job Market
Wall Street Meet Socialism
The Uncertainty Bends Continue
What The Fed Will Do This Week (and The Next 12 Months)
Jobs, Schmobs
The Tail That Wagged The Dog
The Lingering Effects of Trust Issues
Fed Meeting Primer
Trump Blink Counter : 2 and Special Guest Interview with J Mo
WTF is a Basis Trade Unwind?
Other Than That, How Was the Play Mrs. Lincoln?
The Uncertainty Bends
Is the Labor Market the Frog in the Boiling Pot of Water?
DOGE Impact on NFP and the UR
59 Reasons the T10 Will Fall to 4%
If Markets Played in The Superbowl
DJT, Jerry Jones, and The Real JP Walk Into a Bar...
No, the Fed is Not Hiking This Year
Rate Cuts Aren't Causing a Surge
Lead Pipe Lock Guarantees for 2025
'Twas the Night Before FOMC
The Economy Lost 355k Jobs Last Month
DAYzed And Confused
I Can Give You the Rate or the Timeline, But Not Both at Once
Will Deficits Push the T10 to 7%?
Just How Inflationary Could Tariffs Be?
Gaslighting Doesn't Exist. You just Made It Up Because You're Crazy.
The Fed is Cutting and the T10 is Surging?
The Fed is Still Cutting in November
JMo Unmasked
The Fed Should Cut 50bps This Week, but They Won't
The Fed Should Cut to 3.25%
The Fed Is Cutting No Matter What NFP Says
The Fed Might Cut 50bps Next Month
I'm Getting to Jackson Hole One Way or Another!
The Interest Rate Olympics
On A Long Enough Timeline, JP Is Always Right
Fed Meeting Primer and JMo Update
Fed Funds Should Be At 4%
Cap Pricing As The Fed Cuts
Jobs Market Hotter Than Orlando Pavement in July
The Data Can Stay Irrational Longer Than You Can Stay Solvent
The Fed's Seesaw Dilemma
Disinflation Back on Track?
The Last Mile - Jay$'s Inflation Rap Battle
QT Tapering For Dummie (and you, too!)
15 Years Flies When You're Having Fun
Premature Pivot 2.0
Premature Pivot
Labor Market Strength or Just Different?
I Change My Mind
Fed Primer
Lies, Damned Lies and Jobs
Bunch of BLS
January Data A Trend Does Not Make
CPI - WTF?
Lower But Slower
Houston, We Have A Liquidity Problem
Have The Banks Brushed Their Teeth This Morning?
Treasurys Don't Always Fall When The Fed Cuts
The Fed Could Cut in March, But Why Would They
Fool Me 13x, Shame On Me
Pivot Party!
T10 to 4%
Inflation Data Should Confirm The Fed Is Done
No, China is Not Dumping Treasurys
What the 2024 Rate Cutting Cycle Might Look Like
2 GOATs, 1 Week
I Quit
Inflation Is Already at 2%
Inflation Hammocking
Inflation Falling Like the Bengals Super Bowl Odds
Labor Day Labor Update
Why Are We Using The Stars To Navigate?