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All Episodes

The Rate Guy — 100 episodes

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Title
1

Today's Fed Meeting Recap
2

Top 10 Reasons To Hike This Week

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3

The Decision™
4

Big CPI Report Tuesday

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5

The Real Unemployment Rate is 4.6%

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6

Hot Jobs Report Due on Thursday

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7

Fed Meeting Recap
8

Our First Warsh Fed Meeting Wednesday
9

What Would Cause The Fed To Hike This Year
10

What Brings Rates Back Down?

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11

Headline Jobs Added 115k, But Lost 424k Full Time Positions
12

Friday Was One of The Most Volatile Weeks On Record
13

No, The Fed Wont Hike Because of Oil
14

The Ickiest Jobs Report in Five Years

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15

Tariffs, Medals, and Stoats
16

CNBC Talking Heads Fall For The Job Headlines...Again
17

3 Things to Know About Kevin Warsh
18

Fed Meeting Recap
19

Fed Meeting Wednesday
20

DOJ Plans to Indict Powell
21

J-Money's Last Rate Cut?
22

A Cut This Week But None Next Year?

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23

My Thanksgiving List - Markets Edition
24

I Love the Smell of Capitalism in the Morning
25

Quick Fed Meeting Take Aways
26

The Fed Might Not Cut At All in 2026
27

What Pushes the 10T to 3.62%

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28

The Fed Will Cut Even if the Govt is Still Shut Down

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29

Introducing the PLS…Pensford Labor Statistics!
30

The Aftermath of the Fed Meeting

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31

7 Fed Members Thought They Wouldn't Be Cutting This Week
32

Friday's Jobs Report Means The Fed is Already Behind the Curve
33

The Fed's Real Focus
34

Special Jackson Hole Edition

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35

Revision Chickens Come Home to Roost

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36

Put Your Hard Hats On, It's Going to be a Crazy Week
37

Bond Buying Baby
38

The Big Beautiful Job Market

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39

Wall Street Meet Socialism
40

The Uncertainty Bends Continue
41

What The Fed Will Do This Week (and The Next 12 Months)
42

Jobs, Schmobs
43

The Tail That Wagged The Dog
44

The Lingering Effects of Trust Issues

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45

Fed Meeting Primer

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46

Trump Blink Counter : 2 and Special Guest Interview with J Mo

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47

WTF is a Basis Trade Unwind?
48

Other Than That, How Was the Play Mrs. Lincoln?
49

The Uncertainty Bends

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50

Is the Labor Market the Frog in the Boiling Pot of Water?
51

DOGE Impact on NFP and the UR

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52

59 Reasons the T10 Will Fall to 4%

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53

If Markets Played in The Superbowl
54

DJT, Jerry Jones, and The Real JP Walk Into a Bar...

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55

No, the Fed is Not Hiking This Year
56

Rate Cuts Aren't Causing a Surge

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57

Lead Pipe Lock Guarantees for 2025
58

'Twas the Night Before FOMC
59

The Economy Lost 355k Jobs Last Month

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60

DAYzed And Confused
61

I Can Give You the Rate or the Timeline, But Not Both at Once

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62

Will Deficits Push the T10 to 7%?

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63

Just How Inflationary Could Tariffs Be?
64

Gaslighting Doesn't Exist. You just Made It Up Because You're Crazy.
65

The Fed is Cutting and the T10 is Surging?
66

The Fed is Still Cutting in November
67

JMo Unmasked

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68

The Fed Should Cut 50bps This Week, but They Won't
69

The Fed Should Cut to 3.25%

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70

The Fed Is Cutting No Matter What NFP Says

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71

The Fed Might Cut 50bps Next Month
72

I'm Getting to Jackson Hole One Way or Another!
73

The Interest Rate Olympics

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74

On A Long Enough Timeline, JP Is Always Right

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75

Fed Meeting Primer and JMo Update

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76

Fed Funds Should Be At 4%
77

Cap Pricing As The Fed Cuts
78

Jobs Market Hotter Than Orlando Pavement in July

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79

The Data Can Stay Irrational Longer Than You Can Stay Solvent

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80

The Fed's Seesaw Dilemma
81

Disinflation Back on Track?
82

The Last Mile - Jay$'s Inflation Rap Battle

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83

QT Tapering For Dummie (and you, too!)

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84

15 Years Flies When You're Having Fun

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85

Premature Pivot 2.0

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86

Premature Pivot

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87

Labor Market Strength or Just Different?

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88

I Change My Mind
89

Fed Primer
90

Lies, Damned Lies and Jobs

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91

Bunch of BLS

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92

January Data A Trend Does Not Make
93

CPI - WTF?
94

Lower But Slower
95

Houston, We Have A Liquidity Problem
96

Have The Banks Brushed Their Teeth This Morning?
97

Treasurys Don't Always Fall When The Fed Cuts

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98

The Fed Could Cut in March, But Why Would They
99

Fool Me 13x, Shame On Me

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100

Pivot Party!

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