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| Episode | Date |
|---|---|
|
Friday Was One of The Most Volatile Weeks On Record
|
Mar 23, 2026 |
|
No, The Fed Wont Hike Because of Oil
|
Mar 15, 2026 |
|
The Ickiest Jobs Report in Five Years
|
Mar 08, 2026 |
|
Tariffs, Medals, and Stoats
|
Feb 23, 2026 |
|
CNBC Talking Heads Fall For The Job Headlines...Again
|
Feb 15, 2026 |
|
3 Things to Know About Kevin Warsh
|
Feb 02, 2026 |
|
Fed Meeting Recap
|
Jan 29, 2026 |
|
Fed Meeting Wednesday
|
Jan 26, 2026 |
|
DOJ Plans to Indict Powell
|
Jan 12, 2026 |
|
J-Money's Last Rate Cut?
|
Dec 10, 2025 |
|
A Cut This Week But None Next Year?
|
Dec 08, 2025 |
|
My Thanksgiving List - Markets Edition
|
Nov 23, 2025 |
|
I Love the Smell of Capitalism in the Morning
|
Nov 09, 2025 |
|
Quick Fed Meeting Take Aways
|
Oct 29, 2025 |
|
The Fed Might Not Cut At All in 2026
|
Oct 26, 2025 |
|
What Pushes the 10T to 3.62%
|
Oct 19, 2025 |
|
The Fed Will Cut Even if the Govt is Still Shut Down
|
Oct 13, 2025 |
|
Introducing the PLS…Pensford Labor Statistics!
|
Oct 06, 2025 |
|
The Aftermath of the Fed Meeting
|
Sep 21, 2025 |
|
7 Fed Members Thought They Wouldn't Be Cutting This Week
|
Sep 15, 2025 |
|
Friday's Jobs Report Means The Fed is Already Behind the Curve
|
Sep 07, 2025 |
|
The Fed's Real Focus
|
Aug 31, 2025 |
|
Special Jackson Hole Edition
|
Aug 22, 2025 |
|
Revision Chickens Come Home to Roost
|
Aug 03, 2025 |
|
Put Your Hard Hats On, It's Going to be a Crazy Week
|
Jul 27, 2025 |
|
Bond Buying Baby
|
Jul 14, 2025 |
|
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 |