KP Talks Dollars and Sense
Episodes
219 episodes
Markets Brace for Fed, PCE, and Big Tech Earnings
From Nassau, Bahamas, to the trading floor and beyond, KP checks in during one of the most pivotal weeks for markets, when a Federal Reserve decision, massive Big Tech earnings, and global energy disruptions are colliding at once. With so many ...
From Oil Shock to Market Calm: Why This Crisis Won’t Last
Cycles, Conflict, and Capital Markets: Finding Clarity in a Noisy EnvironmentFrom Corona, California, to Capitol Hill and across global markets, KP checks in during a week where geopolitical tensions, oil volatility, and policy uncertai...
What Rising Rates Mean for Housing and Markets
Housing Slowdown, Rate Pressure, and Market Signals: A Turning Point?From Washington, DC to Newport Beach, KP checks in during a week where housing data, mortgage rates, and macro signals are starting to shift the narrative. With rates ...
Markets on Edge: Oil, War, and the Fight Between Inflation and Slow Growth
Oil Shocks, Market Volatility, and Housing Strength: Navigating UncertaintyFrom Corona to Newport Beach, California, KP checks in during a week shaped by geopolitical tension, oil supply risks, and shifting economic signals. With global...
Oil Shock, Fed Signals, and a Massive Market Opportunity
From Corona, California to Newport Beach and beyond, KP checks in during a week where geopolitical conflict, oil supply disruptions, and economic uncertainty created a volatile backdrop for markets. While investors typically expect a flight to ...
Oil Prices, Inflation, and Mortgage Rate Outlook
Inflation, Oil Volatility, and AI Disruption Navigating a Confusing Market CycleFrom Corona, California, to Newport Beach and the Bay Area, KP checks in during a week where geopolitical tensions, oil price volatility, and economic uncer...
Rates Up, Chaos Rising—Why Markets Still Won’t Break
Uncertainty, Oil Risk, and AI Scarcity: Markets at a CrossroadsFrom Las Vegas to Corona, California, KP checks in during a week where geopolitical tension, Fed uncertainty, and rapid AI expansion collided—creating one of the most comple...
Oil Supply Shock Could Push Inflation Higher
Oil Shock, Housing Disinflation, and Market Fear: What’s Driving the Economy Right NowFrom Park City, Utah, KP checks in with a macro update on the forces currently shaping inflation, interest rates, housing demand, and financial market...
Oil Shock and Mortgage Rates Update
Oil Shocks, AI Disruption, and the Markets Navigating UncertaintyFrom Corona, California, and Newport Beach, KP checks in during a week where geopolitical conflict, oil supply disruptions, and economic data collided to create a confusin...
Will 30-Year Mortgage Rates Hit 5% Soon?
Inside Rates, AI, and the Forces Shaping Software & Mortgage MarketsComing to you from Scottsdale, Arizona, KP delivers an on-the-ground perspective from the Optimal Blue Summit and the Mortgage Collaborative Desert Disruption—where...
AI, Oil Prices, and Mortgage Rates
Productivity, AI, and the Flow of Money: Why Deflation May Be Closer Than InflationFrom Waikiki, Hawaii, KP checks in with a wide angle view of the forces quietly shaping inflation, interest rates, housing demand, and the broader econom...
AI, Bonds and the Housing Market Shift
Volatility, AI, and the Fight Between Strong Data and Falling RatesFrom Dallas, Texas, and Corona, California, KP checks in during one of the most confusing stretches in recent memory—where strong jobs data would normally push rates hig...
Mortgage Rates Are Rising Again — Here’s Why
Inside the Mortgage Industry: Policy, Rates, and the Real Forces Shaping HousingComing to you from Amelia Island, Florida, KP delivers a front-row perspective from the Independent Mortgage Banker (IMB) Conference—where industry leaders,...
$200B Move Driving Mortgage Rates Lower
Liquidity, the Fed, and the Hidden Drivers of Mortgage RatesFrom Corona, California, KP returns with a deep dive into the forces quietly shaping mortgage rates, housing demand, and market sentiment as the year unfolds. With Fannie Mae a...
The Fed Just Hit Pause—Now What?
Mortgage Rates, Volatility & the Fed: What the Bond Market Is Really SayingLive from Corona, California—and later South Beach—KP breaks down a packed week of economic data, bond market moves, and mortgage rate signals as markets nav...
CPI Is Flat — Housing Tells the Real Story
CPI, Housing & Rates: Cutting Through the Noise in an Election YearLive from Park City, and later back at the desk in Corona, California, KP breaks down CPI Inflation Day and what the latest data actually says about housing, inflati...
Geopolitics Hit — What It Means for Your Rates
Certainty Over Chaos: Markets, Money Flow, and Why Preparation WinsComing to you from Corona, California and Park City, KP breaks down a volatile week where headlines screamed chaos—but markets told a very different story. From geopolit...
Why Lower Rates Set Up a Strong 2026 Housing Market
Low Rates, Pent-Up Demand, and the Road to 2026From Corona, California, KP checks in during the “Void” between Christmas and New Year’s to unpack why interest rates are entering 2026 at some of the lowest levels of the year—and why that...
Why Bad Economic News Is Good for Housing
The Fed, Liquidity & The Slowdown Ahead: What’s Really Moving the EconomyFrom Laguna Beach at the California Mortgage Bankers Association retreat, KP breaks down the major forces shaping today’s markets, from weakening labor data to...
Jobs, Inflation & Rates Matter This Week
Labor, Inflation & Rates: Reading the Signals Into 2026Live from Corona, California, KB breaks down a critical end-of-year data stretch and what it really means for the economy, mortgage rates, and the markets heading into 2026. Wit...
Mortgage Payments Are Dropping — Here’s What’s Next
The Fog Lifts: Fed Cuts, Falling Rates, and Mortgage MomentumFrom Corona, California, KP breaks down a pivotal Fed week where long-delayed data finally comes into focus. With inflation trending lower, labor showing signs of softening, a...
What a Six Trillion Fed Balance Sheet Signals Now
The Fed, Liquidity & The Slowdown Ahead: What’s Really Moving the EconomyFrom Laguna Beach at the California Mortgage Bankers Association retreat, KP breaks down the major forces shaping today’s markets — from weakening labor data t...
Inside a $5M Culver City Build + Elon & Jensen on the Future of AI
Labor Softening, AI Shifts & KP’s Culver City Tour: What’s Really Going On in the EconomyFrom Culver City rooftops to Corona commutes, KP breaks down the real signals in today’s market softening labor trends, elevated WARN not...
The Real Reason the Fed Needs to Cut Rates Again Soon
Jobs, Housing, and the Hawkish Cut AheadFrom Southern California, KP breaks down a week where the data finally caught up to the story: a slowing labor market, cooling rents, and a Fed preparing to make its most important move yet. With ...
Social Security Cuts + 50-Year Mortgages? Here’s the Real Deal
Social Security Cuts, 50-Year Loans & Musk’s $1T Plan — What’s REALLY Going OnFrom California to the heart of Manhattan, KP breaks down a chaotic week in markets, politics, housing, and the broader economy — all unfolding at the sam...