The Rate Guy

Hosted by JP Conklin

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Episodes

100

Latest episode

Sep 2026

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About the show

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.

Listen to episodes

60 recent

September 16, 202611 min

Today's Fed Meeting Recap

On this special midweek edisode of The Rate Guy we unpack the first rate hike in 3 years and what it maens for you.

September 14, 2026Episode 25525 min

Top 10 Reasons To Hike This Week

On this episode of The Rate Guy JP starts with a heavily embellished story about our 5 week hiatus and then we discuss why the market has the odds of a hike this week at 90%! Then we finish with the top 10 (half serious) reasons they should hike this week. For those that want to read more - here is the link to the Pensford Newsletter. Link the the LA Business Journal article. We'll see you all Wednesday after the Fed meeting!

July 27, 2026Episode 15430 min

The Decision™

On this episode of The Rate Guy: a Kalshi cautionary tale, what it is about the Fed meeting that has JP on edge, the 10T level experts consider catastrophic, and the top three things you should be watching—not just for this meeting, but moving forward. For the deep dive into monetarism that JP references, check out last week's newsletter: Monetarism for Dummies

July 13, 2026Episode 25315 min

Big CPI Report Tuesday

We discuss this week's CPI report because we think it could be a big driver of interest rates not just for this month but really how the Market receives the Fed's reaction function to the inflation related to oil.

July 5, 2026Episode 25226 min

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.

June 28, 2026Episode 15212 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.

June 17, 2026Episode 25118 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.

June 14, 2026Episode 25018 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.

May 26, 2026Episode 24939 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 18, 2026Episode 24821 min