The Rate Guy

By JP ConklinBusiness News Business News

The Rate Guy episodes

March 08, 2021 Money Is Driving Front End Yields Lower
On this week's Rate Guy podcast we discuss money supply, the relief package, what the Fed might do, and our outlook on inflation....and how much hate mail we might get for it!

You can find any graphs referenced in our Pensford Newsletter:

https://www.pensford.com/money-supply-is-driving-front-end-yields-lower/
33 min
March 01, 2021 The 10T Spiked For Technical Reasons Not Fundamental Ones
On this episode of The Rate Guy we discuss the technical reasons for the 10T spike. We also talk about Convexity Selling, Budget moves in Congress and other issues that you need to watch because they can also affect the movement of the 10T.
27 min
February 22, 2021 The 10T Run Up Is Probably About Done
On this week's episode of The Rate Guy we talk about the unpopular view that the 10T isn't going to run up. We explore the why behind that 10T belief as well as the concession Sarah had to make when they first started dating.
20 min
February 16, 2021 Don't Buy The Inflation Hype Headlines
On this week's Rate Guy podcast we discuss 3 reason why you shouldn't believe the inflation hype. Can you guess what the top song was last time we hit 3% inflation? 4%? The answers sparked a little sing a long...of course. Hope you all had a nice day off for President's Day!
33 min
February 08, 2021 A Steep Yield Curve Is A Good Sign
On this episode of The Rate Guy we discuss the steep yield curve and how it's a good sign for where things are going. Sarah won her bet with JP, hope you won your SuperBowl pool last night too!
19 min
January 28, 2021 Fed Meeting Takeaways
A special edition of The Rate Guy to recap Wednesday's FOMC meeting.
17 min
January 25, 2021 Extreme Caution Means Extreme Accommodation
On this episode of The Rate Guy we discuss the Fed's current position, possible negative rates and what to be on the look out for this coming week.
21 min
January 19, 2021 10 Year Treasury - The First 100 Days
On this episode of The Rate Guy, we discuss what the 10T may do in the first 100 days of the new administration. We also revisit our pre-inauguration newsletter from 2016 and grade JP on how well he did on his forecasts.
31 min
January 11, 2021 Georgia Turned Blue!?
This week we discuss how Georgia Turning Blue affects interest rates
22 min
December 21, 2020 Lead Pipe Lock Predictions - 2021
On this week's episode of The Rate Guy we discuss market predictions for 2021 and then discuss what we got right this year and where we totally missed the mark. This is our last podcast of the year. Thank you for listening and we'll see you in 2021!
54 min

About The Rate Guy

From the publisher's feed

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.