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Episode | Date |
---|---|
The Big Beautiful Job Market
|
Jul 06, 2025 |
Wall Street Meet Socialism
|
Jun 30, 2025 |
The Uncertainty Bends Continue
|
Jun 22, 2025 |
What The Fed Will Do This Week (and The Next 12 Months)
|
Jun 15, 2025 |
Jobs, Schmobs
|
Jun 08, 2025 |
The Tail That Wagged The Dog
|
May 26, 2025 |
The Lingering Effects of Trust Issues
|
May 19, 2025 |
Fed Meeting Primer
|
May 05, 2025 |
Trump Blink Counter : 2 and Special Guest Interview with J Mo
|
Apr 27, 2025 |
WTF is a Basis Trade Unwind?
|
Apr 14, 2025 |
Other Than That, How Was the Play Mrs. Lincoln?
|
Apr 07, 2025 |
The Uncertainty Bends
|
Mar 24, 2025 |
Is the Labor Market the Frog in the Boiling Pot of Water?
|
Mar 09, 2025 |
DOGE Impact on NFP and the UR
|
Mar 02, 2025 |
59 Reasons the T10 Will Fall to 4%
|
Feb 23, 2025 |
If Markets Played in The Superbowl
|
Feb 02, 2025 |
DJT, Jerry Jones, and The Real JP Walk Into a Bar...
|
Jan 26, 2025 |
No, the Fed is Not Hiking This Year
|
Jan 21, 2025 |
Rate Cuts Aren't Causing a Surge
|
Jan 13, 2025 |
Lead Pipe Lock Guarantees for 2025
|
Dec 30, 2024 |
'Twas the Night Before FOMC
|
Dec 16, 2024 |
The Economy Lost 355k Jobs Last Month
|
Dec 08, 2024 |
DAYzed And Confused
|
Dec 02, 2024 |
I Can Give You the Rate or the Timeline, But Not Both at Once
|
Nov 25, 2024 |
Will Deficits Push the T10 to 7%?
|
Nov 17, 2024 |
Just How Inflationary Could Tariffs Be?
|
Nov 10, 2024 |
Gaslighting Doesn't Exist. You just Made It Up Because You're Crazy.
|
Nov 03, 2024 |
The Fed is Cutting and the T10 is Surging?
|
Oct 28, 2024 |
The Fed is Still Cutting in November
|
Oct 07, 2024 |
JMo Unmasked
|
Sep 30, 2024 |
The Fed Should Cut 50bps This Week, but They Won't
|
Sep 15, 2024 |
The Fed Should Cut to 3.25%
|
Sep 09, 2024 |
The Fed Is Cutting No Matter What NFP Says
|
Sep 03, 2024 |
The Fed Might Cut 50bps Next Month
|
Aug 25, 2024 |
I'm Getting to Jackson Hole One Way or Another!
|
Aug 19, 2024 |
The Interest Rate Olympics
|
Aug 12, 2024 |
On A Long Enough Timeline, JP Is Always Right
|
Aug 05, 2024 |
Fed Meeting Primer and JMo Update
|
Jul 28, 2024 |
Fed Funds Should Be At 4%
|
Jul 21, 2024 |
Cap Pricing As The Fed Cuts
|
Jul 14, 2024 |
Jobs Market Hotter Than Orlando Pavement in July
|
Jul 07, 2024 |
The Data Can Stay Irrational Longer Than You Can Stay Solvent
|
Jun 10, 2024 |
The Fed's Seesaw Dilemma
|
Jun 03, 2024 |
Disinflation Back on Track?
|
May 27, 2024 |
The Last Mile - Jay$'s Inflation Rap Battle
|
May 20, 2024 |
QT Tapering For Dummie (and you, too!)
|
May 06, 2024 |
15 Years Flies When You're Having Fun
|
Apr 29, 2024 |
Premature Pivot 2.0
|
Apr 22, 2024 |
Premature Pivot
|
Apr 15, 2024 |
Labor Market Strength or Just Different?
|
Apr 08, 2024 |
I Change My Mind
|
Apr 01, 2024 |
Fed Primer
|
Mar 18, 2024 |
Lies, Damned Lies and Jobs
|
Mar 11, 2024 |
Bunch of BLS
|
Mar 03, 2024 |
January Data A Trend Does Not Make
|
Feb 26, 2024 |
CPI - WTF?
|
Feb 18, 2024 |
Lower But Slower
|
Feb 12, 2024 |
Houston, We Have A Liquidity Problem
|
Feb 05, 2024 |
Have The Banks Brushed Their Teeth This Morning?
|
Jan 29, 2024 |
Treasurys Don't Always Fall When The Fed Cuts
|
Jan 22, 2024 |
The Fed Could Cut in March, But Why Would They
|
Jan 15, 2024 |
Fool Me 13x, Shame On Me
|
Jan 08, 2024 |
Pivot Party!
|
Dec 18, 2023 |
T10 to 4%
|
Dec 03, 2023 |
Inflation Data Should Confirm The Fed Is Done
|
Nov 27, 2023 |
No, China is Not Dumping Treasurys
|
Nov 13, 2023 |
What the 2024 Rate Cutting Cycle Might Look Like
|
Nov 06, 2023 |
2 GOATs, 1 Week
|
Oct 30, 2023 |
I Quit
|
Oct 10, 2023 |
Inflation Is Already at 2%
|
Oct 02, 2023 |
Inflation Hammocking
|
Sep 18, 2023 |
Inflation Falling Like the Bengals Super Bowl Odds
|
Sep 11, 2023 |
Labor Day Labor Update
|
Sep 04, 2023 |
Why Are We Using The Stars To Navigate?
|
Aug 28, 2023 |
The Tightening Will Continue Until Morale Improves!
|
Aug 14, 2023 |
CPI Will Go Up This Week - Flippa Inte Ut
|
Aug 07, 2023 |
If You Can Dodge A Wrench You Can Dodge A Rate Question
|
Jul 26, 2023 |
To Heck With Your Soft Landing
|
Jul 23, 2023 |
Progress, Not Perfection
|
Jul 16, 2023 |
I'm 93% Sure The Fed Shouldn't Hike Again
|
Jul 09, 2023 |
Powell Seems Intent On Overdoing It
|
Jun 25, 2023 |
Skip or Pause?
|
Jun 12, 2023 |
A Strong Job Report Doesn't Mean The Fed Is Hiking
|
Jun 05, 2023 |
5 Reasons Why The Fed Won't Hike On June 14th
|
May 30, 2023 |
Powell Just Confirmed The Pause™
|
May 22, 2023 |
The Pause Is Not Data Dependent
|
May 08, 2023 |
Interest Rate Draft - 2023
|
Apr 30, 2023 |
The Fed is Hiking While Forecasting a Recession
|
Apr 17, 2023 |
A Historical Credit Crunch
|
Apr 09, 2023 |
Banking Crisis or Risk Mismanagement Crisis?
|
Apr 03, 2023 |
This Is Fine
|
Mar 26, 2023 |
Oh! There's An FOMC Meeting This week!
|
Mar 19, 2023 |
Everyone Has a Plan Until They Get Punched in the Mouth
|
Mar 13, 2023 |
Speak Loudly And Carry A Little Stick
|
Feb 27, 2023 |
Interview with Paul Peebles and Michael Becker
|
Feb 20, 2023 |
The Disinflation Process Has Begun
|
Feb 13, 2023 |
Real Rates Are Positively Positive
|
Feb 06, 2023 |
The Fed Will Hike 25bps This Week
|
Jan 30, 2023 |
Crash Landing Here
|
Jan 23, 2023 |
Interview with special guest Tom Briney of Origin Investments
|
Jan 17, 2023 |