KP Talks Dollars and Sense
by Kevin Peranio
Latest episode
AI Stocks, Bond Yields, and the Risks Investors Face
AI Stocks, Bond Yields, and the Risks Investors Face
About this podcast
KP Talks Dollars and Sense helps you learn financial literacy and provides real-time updates on all things housing, finance, and real estate with your host Kevin Peranio. As an owner and C-level executive for 20 plus years in finance, KP is here to serve you with all of his knowledge and experience. Tune in each week for more episodes. Kevin Peranio does not render or offer to render personalized investment or tax advice through KP Talks Dollars and Sense. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.
Episodes
The newest 20 of 244 episodes
- AI Stocks, Bond Yields, and the Risks Investors Face · 21 min · Season 5 Episode 29Stock Market Sell-Off, AI Bubble Fears, and the Hidden Forces Moving Mortgage Rates Is the AI boom showing cracks, and could the stock market sell-off create the next big…
- France Rated Below Italy: Is Contagion Coming? · 19 min · Season 5 Episode 28Why Mortgage Rates Fell Despite Hot Inflation and AI Debt Concerns Mortgage rates can move lower even when inflation remains elevated, and understanding why requires looking…
- Copper, Wages, And Housing: What's Really Happening · 15 min · Season 5 Episode 27Dr. Copper, Diesel Prices, and the Hidden Forces Moving Mortgage Rates The mortgage market continues to face pressure from elevated Treasury yields, inflation concerns…
- The Mortgage Spread Is Dead — What Happens to Mortgage Rates Next? · 17 min · Season 5 Episode 26Mortgage Rates, AI, Inflation, and the Economy Heading Into Q4 The economy continues to show underlying strength even as mortgage rates remain elevated, inflation stays above the…
- Why 2027 Could Be the Year to Start Building Now · 11 min · Season 5 Episode 25Mortgage Rates, AI Investment, and Preparing for 2027 The mortgage market is facing persistent pressure from elevated Treasury yields, strong economic activity, oil and diesel…
- Fed Rate Hike This Week: What It Means For You · 22 min · Season 5 Episode 24Fed Week, Inflation, and the Next Move for Rates The Federal Reserve is back in focus as markets react to another major rate decision, persistent inflation, elevated Treasury…
- Top 0.1% Own a Quarter of All Stocks · 19 min · Season 5 Episode 23The K-Shaped Economy, Inflation, Jobs Data, and the Fed's Next Rate Decision From Corona, California, KP breaks down the latest forces shaping inflation, mortgage rates…
- Real Jobs Data Looks Weaker Than Reported · 24 min · Season 5 Episode 22Weak Jobs, Choppy Rates, and the Fed's Next Move The economy is still growing, but weakening job creation, persistent inflation, elevated rates, and growing uncertainty are…
- Is AI Investing Draining Treasury Bond Demand? · 6 min · Season 5 Episode 21PCE Inflation, Treasury Yields, AI Capital Flows, and the Road to Jackson Hole From Austin, Texas, KP breaks down the latest forces shaping Treasury yields, mortgage rates…
- Bots Now Outnumber Humans Online, Says New Report · 16 min · Season 5 Episode 20AI Infrastructure, the Treasury Put, and the Future of Mortgage Markets The economy is still moving, but higher rates, fiscal pressures, and seasonal mortgage weakness are…
- The Fed, Jobs, and What Happens to Mortgage Rates · 16 min · Season 5 Episode 19Mortgage Rates, Inflation, Labor Data, and the Flow of Money From the Western Secondary Conference in Newport Beach, California, KP breaks down the latest forces shaping mortgage…
- The Hidden Link Between Rates and Mortgages · 27 min · Season 5 Episode 18The economy may be stronger than you think. From Corona, California, KP takes a look at the latest trends shaping the economy, housing market, and financial markets. With Jobs…
- Will Inflation Lower Mortgage Rates? · 20 min · Season 5 Episode 17Fed Week, Cooling Inflation, AI Spending, and What Comes Next for Rates From Dana Point, California, to Corona, California, KP recaps one of the most important weeks for…
- The Hidden Reason Stocks Suddenly Drop · 13 min · Season 5 Episode 16Markets, AI Spending, Non-QM Lending, and the Fed: What Investors Should Watch Next From Corona, California, KP returns with a timely update on the forces shaping today's…
- CPI Falls While Housing Demand Stays Strong · 14 min · Season 5 Episode 15Inflation Cools, Mortgage Activity Surges, and Why the Market Isn't as Bad as the Headlines Suggest Broadcasting from Rome and Tuscany, Italy, KP shares his latest market…
- The American Dream Is Still Alive · 14 min · Season 5 Episode 14The American Dream Isn't Dead: Housing, Gen Z Buyers, AI Investing, and the Economy From Corona, California, to Dallas, Texas, KP shares an optimistic look at today's housing…
- The Hidden Truth Behind Inflation Data · 12 min · Season 5 Episode 13Looking Beyond the Headlines: Inflation, Jobs Data, and Market Uncertainty From Corona, California, KP examines why the biggest market moves often aren't driven by the headlines…
- How The Road Act Fixes Housing · 19 min · Season 5 Episode 12Oil Prices, the Federal Reserve, and the Housing Market: What Investors Need to Watch Next From Corona, California, and Las Vegas, KP breaks down a week filled with major…
- AI, Home Equity, and the Future of Mortgages · 20 min · Season 5 Episode 11RIP Dot Plot? The Fed’s New Era, Oil Prices, and the Future of Mortgage Rates From Dana Point, California, to Long Island, New York, KP recaps a busy week of Federal Reserve…
- Jobs Report, Inflation, and Market Outlook Explained · 24 min · Season 5 Episode 10Jobs, Inflation, SpaceX, and the Future of Housing Markets Broadcasting from Park City, KP breaks down a busy week of economic data, market-moving developments, and housing…
