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The Rate Guy

The Rate Guy

By: JP Conklin
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 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.All Material Copyright © 2020 Pensford LLC Economics Politics & Government
Episodes
  • Revision Chickens Come Home to Roost

    Revision Chickens Come Home to Roost
    Aug 3 2025

    This week on The Rate Guy, we talk about the wild aftermath of Friday’s shocking jobs report—highlighting one of the biggest downward revisions since April 2020. We break down what really happened, why Trump fired the Commissioner of the BLS, and what that move signals for the Fed and future data credibility. We also unpack the growing odds of a rate cut in September, what to watch for in the search for a new Fed Governor, and how this all sets the stage for a chaotic lead-up to Jackson Hole.

    It’s a week without major data releases, but the calm may not last.
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    27 mins
  • Put Your Hard Hats On, It's Going to be a Crazy Week

    Put Your Hard Hats On, It's Going to be a Crazy Week
    Jul 27 2025

    We take one week off and everything goes haywire. What in the world?!

    This week on The Rate Guy, we’re unpacking the chaos of last week, previewing a data-heavy week ahead, and digging into how markets and rates might respond.

    Also, a heartfelt RIP to the icons we lost. Our childhood nostalgia definitely took a hit.
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    24 mins
  • Bond Buying Baby

    Bond Buying Baby
    Jul 14 2025

    On this week's episode of The Rate Guy we discuss this week's inflation data, GDP, the effect of the Big Beautiful Bill on the 10T and could QE be an option to cutting rates.

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    17 mins
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