The Rate Guy
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.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 16, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 5, 2026
Latest episodes
Today's Fed Meeting Recap (opens the original)
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On this special midweek edisode of The Rate Guy we unpack the first rate hike in 3 years and what it maens for you.
Top 10 Reasons To Hike This Week (opens the original)
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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!
The Decision™ (opens the original)
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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
Big CPI Report Tuesday (opens the original)
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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.
The Real Unemployment Rate is 4.6% (opens the original)
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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.
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