Podcast
Eurodollar University
Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world.
- Episodes
- 1,514
- Releases
- Daily
- Typical length
- 21 min
- On air since
- 2020
- Latest episode
- 1 day ago
Episodes
1,514 episodes, newest first
-
22 min
The US Consumer Is Just Broke (Here's the Proof)
Episode 1520
Show notes
Thank you to Mint Mobile for partnering with us on this video! If you like your money, Mint Mobile is for you. Shop plans starting at $15 per month by visiting https://mintmobile.yt.link/Eq7EWES. Disclaimer: Upfront payment of $45 for 3-month 6 gigabyte plan required (equivalent to $15/mo.). New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See MINT MOBILE for details.
Intel just suffered its worst trading day in more than half a century, wiping out nearly $140 billion in market value. And here’s the strange part: its data-center business grew almost 80% in a year. Not AI, the trouble is consumers.
It's becoming impossible to ignore. McDonald’s is preparing another value deal. Wendy’s is confronting a different crisis as one of its largest franchisees filed for Chapter 11 bankruptcy protection.
Then there’s Walmart.
Eurodollar University's conversations w/Steve Van Metre
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Watch the replay of my last webinar to learn which warning signs to watch, and what they could mean for your portfolio.
https://youtube.com/live/6Jjc1zQc-Pw
Get exclusive access to our webinar-only offer before it expires https://edu2.eurodollar.university/webinar
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https://www.youtube.com/watch?v=pRZsVg7kLv4
https://www.today.com/video/walmart-us-ceo-on-affordability-whether-it-will-use-dynamic-pricing-272392773540
https://www.bloomberg.com/news/articles/2026-10-25/ai-provides-zero-payoff-to-s-p-493-outside-tech-apollo-economist-says?srnd=phx-economics-v2
https://www.youtube.com/watch?v=kwbJg2Kt2qc
https://www.youtube.com/watch?v=53w2lTS1AlQ
https://www.youtube.com/watch?v=hKdeghlhtXo
https://abcnews.com/video/131681127/https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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19 min
The AI Bubble Is Now A Debt Disaster
Episode 1519
Show notes
Amazon just spent more than $77 billion on AI and saw $42.4b in cash OUTFLOWS. Alphabet has now lost more than $500b in market value following its largest one-day stock decline ever. Microsoft, meanwhile, is offering voluntary buyouts to more than one-quarter of its global workforce as it attempts to contain costs and fund its own massive AI investments.
These aren’t weak, speculative startups.
Yet even they are conserving cash, finding new forms of financing and forcing investors to confront spending commitments that seem to grow after every earnings report.
Credit markets have noticed.
Eurodollar University's Money & Macro Analysis
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------
Watch the replay of my last webinar to learn which warning signs to watch, and what they could mean for your portfolio.
https://youtube.com/live/6Jjc1zQc-Pw
Get exclusive access to our webinar-only offer before it expires https://edu2.eurodollar.university/webinar
---------------------------------------------------------------------------------
https://www.bloomberg.com/news/articles/2026-10-30/tech-firms-debt-protection-costs-are-surging-on-profit-concerns?srnd=phx-industries
https://www.youtube.com/watch?v=_5zJLOI_74c
https://www.youtube.com/watch?v=hbD8XlrwN_w
https://www.youtube.com/watch?v=pJZ-ykYxN1M
https://www.youtube.com/watch?v=A-dxxTV1b_o
https://www.youtube.com/watch?v=RdpG_BJ1ym0
https://www.youtube.com/watch?v=A-dxxTV1b_o
https://www.youtube.com/watch?v=0jU4nLhCeWY
https://www.youtube.com/watch?v=tblanUooRQg
https://www.youtube.com/watch?v=wnEazOCvnSc
https://www.reuters.com/video/watch/idRW455330102026RP1/
https://www.reuters.com/video/watch/idRW074516102026RP1/
https://www.facebook.com/WorldNewsTonight/videos/tech-stocks-plunge-while-oil-companies-rake-in-huge-profit/1435869257948954/
https://www.foxnews.com/video/6402875686112https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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19 min
European Banks Just Did What They Do Before Every Crisis...
Episode 1518
Show notes
HSBC just reported a 32% increase in pretax profit. And investors responded by dumping the stock as much as 7.5%. That sounds strange until you look at what was missing. That is the first clue. The second comes from the rest of Europe’s banks and what they are actually doing.
And then there is France.
Eurodollar University's Money & Macro Analysis
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Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.
Reserve your spot: https://go.eurodollar-university.com/oc12-8j42
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https://www.youtube.com/watch?v=jr7Cc6cIPxY
https://www.youtube.com/watch?v=idj5zdQZJV0
https://www.business.hsbc.com/en-gb/insights/global-economics-quarterly-running-out-of-gas
https://www.cnbc.com/video/2026/10/20/have-to-be-selective-with-data-center-investments-hsbc-ceo.html
https://www.youtube.com/watch?v=3ZtifvwNY0U
https://www.ecb.europa.eu/stats/ecb_surveys/safe/html/ecb.safe202610.en.html
https://www.foxnews.com/video/6407066219112
https://www.bloomberg.com/news/videos/2026-10-26/does-france-answer-to-its-citizens-or-the-bond-market-video
https://www.facebook.com/reel/3107441296129035
https://www.bloomberg.com/news/articles/2026-10-27/french-consumer-confidence-hits-lowest-since-2013-after-riotshttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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18 min
Elon Musk Warns Banks Have STOPPED Lending to AI Companies
Episode 1517
Show notes
Elon Musk just issued an extraordinary warning about the AI boom. Then Meta went to the stock market with a plan to raise roughly **$98 billion**, one of the largest equity-financing programs in history, to keep funding its AI expansion. And now we’ve learned that banks nearly backed away from a $63 billion financing package for Anthropic’s Broadcom chips and networking equipment.
Think about what all of that means.
Eurodollar University's Money & Macro Analysis
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Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.
Reserve your spot: https://go.eurodollar-university.com/oc12-8j42
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https://finance.yahoo.com/video/elon-musk-prediction-guppy-level-210840396.html
https://finance.yahoo.com/video/elon-musk-predicts-many-neoclouds-will-experience-guppy-level-death-131438289.html
https://www.reuters.com/video/watch/idRW325126102026RP1/
https://www.youtube.com/watch?v=7tsqFCl298w
https://www.facebook.com/schwabnetwork/videos/meta-platforms-meta-announced-a-massive-equity-raising-plan-totaling-up-to-95-bi/1305754178299243/
https://www.youtube.com/watch?v=dVciigPmRhE
https://www.bloomberg.com/news/articles/2026-10-06/deeply-distressed-us-loans-rise-to-highest-level-since-pandemic
https://www.wsj.com/finance/broadcom-ceo-intervened-to-seal-63-billion-anthropic-debt-deal-c807754f
https://finance.yahoo.com/technology/ai/articles/banks-reportedly-got-cold-feet-032746843.htmlhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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23 min
Airlines Just Sent a TERRIFYING Warning About the Economy
Episode 1516
Show notes
Has the energy shock finally gone far enough—and lasted long enough—to start breaking things across the markets and the economy?
The airlines may be the first major warning.
JetBlue’s stock just plunged to its lowest level since the company went public in 2002. Then there’s Wizz Air. Faced with what it calls an “unprecedented” increase in fuel prices, the airline is cutting winter capacity and offering buyouts to pilots at its main UK base—because we don’t have layoffs in this incredibly resilient economy.
But this story is much bigger than two vulnerable airlines.
Eurodollar University's conversations w/Steve Van Metre
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------
Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.
Reserve your spot: https://go.eurodollar-university.com/oc12-8j42
---------------------------------------------------------------------------------
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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21 min
The Credit Cycle Just Flipped (The Stock Market Is Next)
Episode 1515
Show notes
Did the credit cycle just completely flip — so, are stocks next?
For more than a year, the warning signs were concentrated in the weakest parts of the system. Private-credit funds restricted. Leveraged loans. CCC-rated bond spreads. Distressed borrowers.
Yet investment-grade credit remained completely calm. High-quality corporate debt was supposedly safe, and therefore the broader financial system—and the stock market—had little to fear.
That assumption is now being directly challenged.
Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------
Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.
Reserve your spot: https://go.eurodollar-university.com/oc12-8j42
---------------------------------------------------------------------------------
https://www.bloomberg.com/news/articles/2026-10-22/rapid-junk-rout-amplifies-arini-s-losses-and-erases-sona-s-gains
https://www.bloomberg.com/news/videos/2026-02-24/arini-cio-expects-defaults-disruption-in-credit-markets-video
https://www.bloomberg.com/news/articles/2026-10-24/-total-meltdown-in-riskiest-debt-unnerves-market-credit-weeklyhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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21 min
Something Very Bad Is Happening to Meta's Debt
Episode 1514
Show notes
Fears about what Meta just reported have spread into bonds, both selling and buying, producing a huge UST rally...and more. Facebook's parent unleashed chaos with more capex and negative cash flow. Meta shares dropped more than 6%. Its bonds weakened relative to Treasuries. The price of credit protection on the company jumped to a record.
And that was just the beginning of a big day in bond-land.
Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------
Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.
Reserve your spot: https://go.eurodollar-university.com/oc12-8j42
---------------------------------------------------------------------------------
https://www.youtube.com/watch?v=s9p-SLVYPpQ
https://www.facebook.com/yahoofinance/videos/meta-has-about-825-billion-in-future-spending-commitments-according-to-its-lates/2493620397789783/
https://www.facebook.com/schwabnetwork/videos/meta-platforms-meta-shares-are-lower-after-the-company-reported-earningsmarley-k/1672494064888338/
https://www.youtube.com/shorts/bIpkmH9TKfkhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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30 min
Anthropic Has $750 Billion in Commitments… and Just $17 Billion in Revenue
Episode 1513
Show notes
Head to https://gamma.yt.link/iEOnZo5 to check out GAMMA 5 and start designing today!
More AI information and realization this time is NOT different. Ken Griffin, head of Citadel, admits there are some bubbly behaviors in the space. We discuss the three big factors to watch as the bubble cycle continues to play out as if following the same script - because it is written by human nature.
Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------------------------
Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.
Reserve your spot: https://go.eurodollar-university.com/oc12-8j42
---------------------------------------------------------------------------------
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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20 min
Home Sales Just Fell Below 2008 Levels… And It's Getting Worse
Episode 1512
Show notes
Pending home sales in the United States just fell to the lowest level ever recorded. Not the lowest since mortgage rates went above 7%. Not the lowest since the pandemic.
The lowest since the National Association of Realtors began tracking the data in 2001.
Worse than 2020.
Worse than 2008.
And pending sales are not the only housing indicator flashing red.
Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------------------------
Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.
Reserve your spot: https://go.eurodollar-university.com/oc12-8j42
---------------------------------------------------------------------------------
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
-
22 min
Gas Stations Just Confirmed the Worst-Case Scenario for the Economy
Episode 1511
Show notes
It's volumes, not dollars. How much product is actually being moved or not. What convenience stores are reporting isn't just more evidence for what the Census Bureau finally figure out in the wake of the massive retail sales downgrade. The energy shock is really dragging on Americans.
Eurodollar University's conversation w/Steve Van Metre
----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------
Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.
Reserve your spot: https://go.eurodollar-university.com/oc12-8j42
---------------------------------------------------------------------------------
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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22 min
I've Never Seen Anything Like This… Until Now
Episode 1510
Show notes
I have never seen anything like this before.
With the stroke of the Census Bureau’s pen, more than 5% of retail sales…disappeared. Five.
Not a single volatile category. Not some tiny seasonal adjustment. One-twentieth of the entire retail-sales universe—consumer spending on goods and some services—was erased from the data going all the way back to 2022.
Gone.
Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------
Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.
Reserve your spot: https://go.eurodollar-university.com/oc12-8j42
---------------------------------------------------------------------------------
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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21 min
You Won't Believe What Just Happened in the Bond Market
Episode 1509
Show notes
Everyone is talking about rate hikes and hot inflation.
Yesterday’s CPI was supposedly another reason to sell Treasuries. Today’s PPI was supposed to confirm it. Yields initially surged, commentators dusted off the usual higher-for-longer clichés, and the Federal Reserve’s imagined war against inflation was once again declared the only story that mattered.
Then the bond market rejected the entire narrative.
Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------
Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.
Reserve your spot: https://go.eurodollar-university.com/oct9-fyrf
---------------------------------------------------------------------------------
https://www.youtube.com/watch?v=-pTkZtZKLEs
https://www.reuters.com/business/retail-consumer/global-smartphone-shipments-record-worst-third-quarter-14-years-amid-memory-2026-10-12/
https://www.youtube.com/watch?v=kwbJg2Kt2qchttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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21 min
The Private Credit Crisis Just Went Public...
Episode 1508
Show notes
Everyone thinks the private-credit “crisis” is contained.
Bank officials say the financial system remains resilient. Central bankers barely mention private credit. And when the mainstream media covers the subject, the story is usually reduced to investor withdrawals from a handful of isolated funds.
And then we’re told the underlying loans are still performing, so there’s nothing broader to worry about.
But that story is *badly* out of date.
Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------
Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.
Reserve your spot: https://go.eurodollar-university.com/oct9-fyrf
---------------------------------------------------------------------------------
https://www.bloomberg.com/news/articles/2026-10-08/private-credit-firms-see-rare-growth-shortcut-with-bdcs-for-sale
https://www.bloomberg.com/news/articles/2026-10-13/australia-regulator-halts-another-credit-fund-amid-crackdown
https://www.youtube.com/watch?v=g8EBfRk1rd0
https://www.youtube.com/watch?v=w52HnELv4yQ
https://www.linkedin.com/posts/bloombergtelevision_goldman-ceo-solomon-sees-no-systemic-crisis-activity-7388840943484825600-1wVD
https://www.youtube.com/watch?v=a9oq00DvS_4
https://www.youtube.com/watch?v=Za6fD8_Kql8https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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23 min
Paul Tudor Jones Just Issued a Terrifying Warning for 2027
Episode 1507
Show notes
Paul Tudor Jones is a legendary investor who made a fortune betting against the stock market during the 1987 crash. And now, almost 40 years later, he's just announced that he plans to
short the stock market for the entirety of 2027.But here's what makes this particularly interesting. He actually thinks stocks could go even higher before the market turns.
And that's exactly what should concern investors.
Eurodollar University's Money & Macro Analysis
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Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.
Reserve your spot: https://go.eurodollar-university.com/oct9-fyrf
-----------------------------------------------------------------
https://www.cnbc.com/2026/10/13/paul-tudor-jones-2027-really-challenging-year.html
https://www.reuters.com/world/asia-pacific/broadcom-ceo-says-biggest-hurdle-ai-fuelled-tech-growth-is-capital-not-memory-2026-10-12/https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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21 min
OpenAI's Money Problem Is WAY Worse Than You Think
Episode 1506
Show notes
Thank you to Mint Mobile for partnering with us on this video! If you like your money, Mint Mobile is for you. Shop plans starting at $15 per month by visiting
https://mintmobile.yt.link/hBAMtws
Disclaimer: Upfront payment of $45 for 3-month 5 gigabyte plan required (equivalent to $15/mo.). New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See MINT MOBILE for details.
For years, nearly everyone insisted the AI boom would be nothing like the dot-com bubble. But the dot-com era wasn’t just about hype. It was defined by money-losing companies making enormous bets on increasingly speculative ideas—and by the creative accounting needed to keep Wall Street buying the story.
Now, the similarities are getting harder to ignore.
Eurodollar University's conversation w/Steve Van Metre
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Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio. Reserve your spot: https://go.eurodollar-university.com/oct9-fyrf
-----------------------------------------------------------------
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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19 min
Iron Is Warning Us About What's Coming in 2027
Episode 1505
Show notes
Everyone is looking in the wrong place for clues about the economy. Investors are poring over every last detail of artificial intelligence—data centers, semiconductor shipments, electricity demand, and the supposedly limitless need for copper.
But copper is increasingly distorted. Its price may tell us something about the economy of the distant future, at most supply problems in the present.
Iron is telling us about the economy we actually have—and the one we are likely to get in 2027.
Eurodollar University's Money & Macro Analysis
-----------------------------------------------------------------
Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio. Reserve your spot: https://go.eurodollar-university.com/oct9-fyrf
-----------------------------------------------------------------
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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20 min
This Is What Consumers 'Always' Do Before a Recession
Episode 1504
Show notes
American consumers just did two things that you might think are completely incompatible.
In August, they cut revolving credit at the same time, consumers added a huge amount of non-revolving credit. So households backed away from credit cards while splurging on installment debt. How can consumers be terrified of borrowing and eager to borrow at exactly the same time?
Because these aren’t contradictory behaviors.
Eurodollar University's Money & Macro Analysis
Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio. Reserve your spot: https://go.eurodollar-university.com/oct9-fyrf
https://www.youtube.com/watch?v=EmqHdzJ6BnA
https://www.cnbc.com/video/2026/10/07/used-vehicle-prices-tick-lower.html
https://www.youtube.com/watch?v=lyThfPvy_94
https://www.bloomberg.com/news/features/2026-10-03/american-consumers-tap-home-equity-and-ai-as-prices-risehttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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21 min
Oil CEOs Just Issued a Really Grim Warning
Episode 1503
Show notes
Learn how to spot the next major economic shift—and position your portfolio for it: https://go.eurodollar-university.com/oct8-fu9u
The world’s most powerful oil insiders are issuing an unusually direct warning about energy stocks. It might sound like a warning that gas stations are about to run dry, 1979-style. But that isn’t necessarily what happens, or what the greatest concern really is. The big danger now is something else these imbalances tend to create.
Eurodollar University's Money & Macro Analysis
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUhttps://www.youtube.com/shorts/ihDVV9h5qqQ
https://www.youtube.com/shorts/YJGEnII08vA
https://www.facebook.com/cnbc/videos/shell-ceo-wael-sawan-tells-cnbc-why-he-believes-the-global-energy-system-has-rem/1059645646757191/
https://www.youtube.com/watch?v=g2XZn1g0cIo
https://www.foxbusiness.com/video/6406372327112
https://www.cnbc.com/video/2026/10/01/oil-tanker-rates-hit-record-highs.html
https://www.youtube.com/watch?v=50EBU11H0S0
https://www.youtube.com/watch?v=pOnW2Th-QUwI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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22 min
Jamie Dimon Just Made A Shocking Interest Rate Prediction (Not What You Think)
Episode 1502
Show notes
Jamie Dimon just issued another warning about interest rates. JPMorgan's CEO says there is a risk inflation remains sticky—and that interest rates go up from here. That sounds like caution about staying away from Treasury bonds. But Jamie Dimon’s prediction isn’t necessarily what you think.
Because, right now, the bond market may be approaching a turning point and Dimon's comments fit right in with it.
Eurodollar University's Money & Macro Analysis
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
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Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link.
https://eurodollar-university.com/edu-apply-page-page
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https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
-
21 min
Private Credit Investors Want Their Money Back… And It’s Getting Worse
Episode 1501
Show notes
Blue Owl is still getting hit with enormous redemption requests—even as the private-credit giant continues to insist that the underlying loans remain resilient. When investors repeatedly ask for their money back denials just doesn’t work. Just look at the stock prices of some of these publicly traded credit funds, no one believes the industry’s spin any longer.
Because Blue Owl isn’t the only warning coming from debt markets.
Eurodollar University's conversation w/Steve Van Metre
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------
Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link.
https://eurodollar-university.com/edu-apply-page-page
----------------------------------------------------------------------------------
https://www.youtube.com/watch?v=qQ62GvG3wQE
https://www.freightwaves.com/news/16-trucking-companies-hit-bankruptcy-court-in-less-than-a-monthhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
You can find me here: https://bravais.social/profile/edu
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