Episodes

  • Yields Move Lower as Labor Market Weakens

    Yields Move Lower as Labor Market Weakens
    Sep 15 2025

    Brads discusses the labor market, bond yields and BLS jobs numbers revision
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    9 mins
  • Excessive Rate Cuts Could Backfire

    Excessive Rate Cuts Could Backfire
    Jul 11 2025

    Brad discusses how cutting interest rates too quickly could have negative consequences.

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    4 mins
  • Tariff Consequences and Market Update

    Tariff Consequences and Market Update
    Apr 24 2025

    Brad talks about the impact of tariffs and trade uncertainty.

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    9 mins
  • Rates in the US

    Rates in the US
    Jan 23 2025

    Rates peaking in the US as housing and trade partners struggle.

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    6 mins
  • Mortgage Rates Spike

    Mortgage Rates Spike
    Oct 22 2024

    Us mortgage rates and bond yields spike as markets price in Trump winning the election
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    10 mins
  • Volatility In Markets

    Volatility In Markets
    Aug 5 2024

    Brad talks about the factors contributing to the recent pullback in markets.

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    9 mins
  • Bitcoin

    Bitcoin
    Apr 4 2024

    Brad discusses some risks associated with owning Bitcoin
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    3 mins
  • Inflation and Money Creation 101

    Inflation and Money Creation 101
    Feb 23 2024

    A high level view of money creation and inflation in the United States
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    6 mins