The Rate Guy
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.
The Real Unemployment Rate is 4.6%
On this episode of The Rate Guy you get a story of JP wrestling with a bat (yes a real live bat), his thoughts on the market's frustration with Warsh and what the real unemployment rate is and why. 
Jul 5
26 min
Hot Jobs Report Due on Thursday
On this episode of The Rate Guy, we talk inflation, GDP, Jobs and what's really killing caps right now. 
Jun 28
12 min
Fed Meeting Recap
On this episode of The Rate Guy we recap today's FOMC meeting and cover any happenings, surprise statements and of course Warsh's tie color.
Jun 17
18 min
Our First Warsh Fed Meeting Wednesday
On this episode of The Rate Guy, we talk about last week's jobs number, Warsh's first ever Fed meeting, what position are traders pouring into at a historic level and how a resolution in Iran affect the 10T. 
Jun 14
18 min
What Would Cause The Fed To Hike This Year
On this episode of The Rate Guy we take a trip down memory lane. Revisiting similar economic times in history to build a framework for what the Fed might do this year. We take a look at GDP, Money Supply, Inflation, Oil...all of the key touchpoints and which of those we should be payint the most attention to. 
May 26
39 min
What Brings Rates Back Down?
On this episode of The Rate Guy we discuss what the Market is laser focused on right now and what needs to happen to bring relief to the 10T.
May 18
21 min
Headline Jobs Added 115k, But Lost 424k Full Time Positions
We're back baby and we're excited about it....well JP's not, but he's got no choice. Today we talk about inflation, Jobs, the new Fed chair, 10T, Caps, Raising interest rates....all of the things! Thanks for your patience with us during our haitus, we break down why during the first 4 minutes. See you next week!  
May 11
28 min
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. 
Mar 23
11 min
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.
Mar 8
24 min
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