The Rate Guy My Thanksgiving List - Markets Edition
Nov 23, 2025
In a comedic Thanksgiving twist, JP shares his gratitude, mixed with sarcasm. He cheers the departure of Penn State's coach and discusses Japan's massive stimulus package that offers attractive bond yields. Political drama unfolds with reactions to Marjorie Taylor Greene's resignation. JP humorously critiques the Cowboys' discipline antics while celebrating Philly kids' rivalry traditions. Plus, insights on the Atlanta Fed's strong GDP outlook and a surprising tribute to Jay Powell make for an engaging discussion.
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Episode notes
Japan Stimulus Creates Bond Opportunity
- JP highlights Japan's large stimulus and rising Japanese bond yields as market opportunities.
- He connects Japan's fiscal size to a U.S. equivalent and notes record-high yields on long Japanese bonds.
Reaction To Greene's Resignation
- JP expresses relief that Marjorie Taylor Greene resigned and links it to a fight with Donald Trump.
- He hints at more to say but chooses to stop short on airing grievances.
Concerns Over Masked Enforcement Raids
- JP criticizes aggressive ICE/CBP raids and praises rule-of-law concerns raised by E.B. White's granddaughter.
- He notes community unease and trusts many CBP officers but dislikes masked, unmarked operations.
