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7.15.26 Disinflation Reactions; JPMorgan Chase’s Olivia Barrow Strauss on Policy; Wholesale Prices
Today’s episode begins with market reaction to the lowest CPI inflation report in years. Plus, Robbie interviews JPMorgan Chase’s Olivia Barrow Strau…
3 months, 3 weeks ago
7.14.26 Fed Progress; MCT's Leslie Winick on Strategy; Benign CPI Report
Today’s episode includes a look at the progress the Federal Reserve is making against inflation, and toward an all-Treasury balance sheet. Plus, Robb…
3 months, 3 weeks ago
7.13.26 Rates on the Up; Zillow Home Loans' Eric Wilson on Borrower Journey; Economic Calendar
Today’s episode includes a discussion on why mortgage rates have gone up recently. Plus, Robbie interviews Zillow Home Loans’ Eric Wilson on how the …
3 months, 3 weeks ago
7.10.26 Housing Statistics; Rate’s Ryan Ogata on Profit and Loss Models; Rates Versus Volatility
Today’s episode includes a discussion on housing statistics from the beginning of summer. Plus, Robbie interviews Rate’s Ryan Ogata on why more and m…
3 months, 3 weeks ago
7.9.26 Housing Demand; FTI Consulting’s Creighton Oswald on Capital Requirements; Higher For Longer?
Today’s episode includes a discussion on housing demand versus supply. Plus, Robbie interviews with FTI Consulting’s Creighton Oswald on how if capit…
3 months, 3 weeks ago
7.8.26 Prepayment Data; FICO’s Ethan Dornhelm on Credit Score Modernization; Geopolitical Tension
Today’s episode includes a discussion on Agency mortgage-backed security (MBS) prepayment activity in the wake of QE4 lows. Plus, Robbie interviews F…
3 months, 4 weeks ago
7.7.26 Technology Empowerment; American Pacific’s Jason Ponsonby on Origination; TBA Volumes
Today’s episode includes a discussion on the ways technology is empowering borrowers, and what that is freeing up originators to focus on. Plus, Robb…
3 months, 4 weeks ago
7.6.26 Housing Supply; Sei's Pranay Shetty on AI Agents; Dog Days of Summer
Today’s episode includes a look at the supply of housing currently on the market. Plus, Robbie interviews Sei’s Pranay Shetty on how purpose-built ag…
3 months, 4 weeks ago
7.2.26 Agency MBS Performance; First Lien Capital’s Bill Bymel on Distress Signals; June Payrolls Miss
Today’s episode includes a look at the performance of first-lien mortgages in the federal banking system during the first quarter of 2026. Plus, Robb…
4 months ago
7.1.26 Stock Market Versus Economy; PennyMac’s Isaac Boltansky on Policy; Inflation Concerns
Today’s episode includes an explainer on why the stock market is not the economy. Plus, Robbie interviews PennyMac’s Isaac Boltansky on key federal p…
4 months ago