Explorez tous les épisodes du podcast Eurodollar University
| Titre | Date | Durée | |
|---|---|---|---|
| OpenAI's Money Problem Is WAY Worse Than You Think | 12 oct. 2026 | 00:21:26 | |
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 ----------------------------------------------------------------- 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 I’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 | |||
| Iron Is Warning Us About What's Coming in 2027 | 11 oct. 2026 | 00:19:04 | |
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 I’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 | |||
| This Is What Consumers 'Always' Do Before a Recession | 11 oct. 2026 | 00:20:24 | |
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.eurodollar.university I’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 | |||
| Oil CEOs Just Issued a Really Grim Warning | 09 oct. 2026 | 00:20:51 | |
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 https://www.youtube.com/shorts/ihDVV9h5qqQ I’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 | |||
| Jamie Dimon Just Made A Shocking Interest Rate Prediction (Not What You Think) | 07 oct. 2026 | 00:22:23 | |
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 ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? 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.eurodollar.university I’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 | |||
| Private Credit Investors Want Their Money Back… And It’s Getting Worse | 05 oct. 2026 | 00:21:29 | |
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 ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? 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.eurodollar.university I’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 | |||
| BREAKING: The Jobs Report Worse Than Everyone Expected | 04 oct. 2026 | 00:33:31 | |
Jobs report for September completely reverses August's. The ugly headline is only the start given the vastly more important implications which connect jobs to incomes and then everything else from the Fed, bond yields and the inflation debate, which the data shows isn't one. But why do officials hold out anyway? The numbers answer that question, too. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- 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.eurodollar.university I’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 | |||
| WTF Just Happened to the Bond Market and Credit Spreads? | 02 oct. 2026 | 00:31:59 | |
Credit spreads have exploded in recent weeks, and not just the triple hooks. It has spread to other parts of the public market. And now that September has finished up, we might finally get more fundamental trading in USTs. Part (much?) of the recent selloff has been, well, three September effects. I'll explain what those are/were and what that might mean. It did for Oct 1. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- 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.eurodollar.university I’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 | |||
| You Won’t Believe What McDonald’s Just Revealed About U.S. Consumers | 01 oct. 2026 | 00:20:37 | |
You would think this would be McDonald’s moment. When household budgets are under pressure, when consumers are trading down, and when price suddenly means everything, McDonald’s should be thriving. It's not. This isn’t happening in isolation. Consumer confidence plunged – and I mean plunged - in September to its lowest level since 2014—and that’s according to the Conference Board, typically the most optimistic of the major confidence surveys. And those are just the beginning...
---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? 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.kgns.tv/video/2026/09/23/mcdonalds-announces-more-than-85-billion-modernization/ https://www.eurodollar.university I’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 | |||
| ALERT: Did Anthropic Just Pop AI Bubble? | 30 sept. 2026 | 00:29:53 | |
A leaked S-1 that filled in a lot of missing pieces. Maybe, for Anthropic and the AI bubble, too much. The upshot is...this time is never different. Plus, we really have to hope this sucker pops soon. Letting this thing go much longer risks much more than stocks. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- 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.reuters.com/business/finance/anthropics-ipo-prospectus-shows-sweeping-ai-vision-surging-costs-2026-09-28/ https://www.eurodollar.university I’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 | |||
| Pepsi and Red Bull Just Confirmed the Worst-Case Scenario for the Economy | 28 sept. 2026 | 00:22:06 | |
Just months after PepsiCo slashed prices by as much as 15% to win back cash-strapped shoppers, the company is preparing to **raise** them again. The cuts were supposed to revive demand after prices for some bags of chips climbed above seven dollars. But they didn’t work. In July, the company admitted consumers were under even more strain than expected. Now Pepsi is trapped. And Pepsi isn’t alone... Eurodollar University's conversation w/Steve Van Metre ---------------------------------------------------------------------------------- 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=46b6uFNBRN8 https://www.eurodollar.university I’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 | |||
| Something Extremely Rare Just Happened to the Yield Curve | 27 sept. 2026 | 00:02:13 | |
The Treasury market is doing something it has only done on 5.4% of the time over the last 36-plus years. In broad terms, the yield curve is unusually steep at the front and unusually flat at the back. Put those two together and it makes this rare combination, which means it is telling us something very important but also very specific. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? 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.eurodollar.university I’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 | |||
| BREAKING: India Just Intervened to Save Its Currency | 26 sept. 2026 | 00:20:52 | |
India just attracted an extraordinary amount of foreign money into its banking system. And yet the rupee is moving back toward its record low. Then there’s Japan. The Bank of Japan just raised its policy rate to the highest since 1995. And yet the yen is approaching 160 per dollar again. So India attracted dollars and the rupee still fell. Japan raised rates and the yen still fell. Meanwhile, China has done almost the opposite. And so has CNY. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? 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=Q899756PM1o https://www.eurodollar.university I’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 | |||
| You Won’t Believe What the Bond Market Just Did | 23 sept. 2026 | 00:19:42 | |
If you follow the financial headlines, you probably think investors are preparing to dump Treasuries and head for the inflationary hawkish hills. The Federal Reserve just raised rates, and officials definitely want to do it again. And yes, one part of the Treasury market is pricing exactly that. But the market as a whole is doing something very different. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? 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.eurodollar.university I’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 | |||
| Mexico’s Tourism Just PLUNGED... and Airlines Are Warning of More | 21 sept. 2026 | 00:20:16 | |
Demand destruction is simply becoming impossible to ignore—and it’s appearing across the global economy at exactly the wrong moment. Just look at Mexico. And what airlines are doing. Or S&P 500's consumer discretionary stocks. Housing... Eurodollar University's conversation w/Steve Van Metre ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? 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/shorts/5ZPE8NJLCUQ https://www.eurodollar.university I’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 | |||
| WTF Just Happened to Diesel... | 20 sept. 2026 | 00:19:36 | |
We need to begin seriously considering what would happen if diesel reaches eight, nine, or even ten dollars per gallon. That is not a prediction. It is not clickbait, nor is it fearmongering. This is scenario planning - because it's getting real. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? 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=zp35KGWxkUw https://www.eurodollar.university I’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 | |||
| BREAKING: Private Credit Defaults Just Hit a Record High | 18 sept. 2026 | 00:20:42 | |
Private credit defaults have officially reached a record. According to Fitch Ratings, the default rate rose to 6.3% in August, exceeding the previous record set only one month earlier. But the most important number may not be 6.3%. It may be Fitch's 45%. And that reveals the bigger story, one about liquidity and tightening. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? 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.fitchratings.com/research/corporate-finance/fitch-ratings-us-private-credit-default-rate-rose-to-6-3-in-august-2026-14-09-2026 https://www.eurodollar.university I’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 | |||
| LIVE: Will the Fed Really Raise Rates Into a Struggling Economy | 17 sept. 2026 | 00:28:22 | |
It's FOMC decision day. The data says do nothing. Flat curves say mistake. The inflation data doesn't say what hawks think it does. Do policymakers send a message and Trichet themselves? What about the dots? Where do rates go? | |||
| German Banks Are Getting Bailed Out… WTF Is Going On? | 16 sept. 2026 | 00:19:59 | |
A relatively small German cooperative bank is receiving a financial rescue, a bail out, worth as much. The bank, Volksbank Brawo, had €6.5 billion in total assets at the end of last year. It's support package is equivalent to roughly one-ninth of the entire bank. But Brawo isn’t alone. Volksbank Kleverland recently applied for support after reviewing its loan portfolio. WTF is going on in Germany? Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? 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.bloomberg.com/news/articles/2026-09-15/tiny-german-bank-gets-834-million-rescue-after-investment-spree https://www.eurodollar.university I’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 | |||
| Grocery Stores Just Issued a Warning About the American Consumer | 14 sept. 2026 | 00:20:19 | |
Americans overwhelmingly don’t just disagree with this idea of a resilient economy, they vehemently disagree. And Kroger may have just delivered one of the clearest warning signs yet. The American people have spoken: with their grocery carts, just as a start. Eurodollar University's conversation w/Steve Van Metre ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? 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.eurodollar.university I’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 | |||
| this won't end well... | 13 sept. 2026 | 00:26:30 | |
There is only one way this ends, and it's not the one everyone right now believes. That's not (just) my take. This is the majority consensus (not that you've heard it) which gets more evidence by the day. Today's CPI, yesterday's PPI, oil, 2s, bills, spreads, RBOB, etc... Eurodollar University's Money & Macro Analysis --------------------------------------------------------------- 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.eurodollar.university I’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 | |||
| Americans Are Bracing for Something Not Seen Since 2020... | 11 sept. 2026 | 00:20:34 | |
More Americans now believe unemployment will rise than at any point since April 2020. Not inflation. Unemployment. And that’s according to, yes, the Federal Reserve. At the same time, consumers believe that if they lose a job, finding another one quickly will be nearly impossible. That fear is already showing up in what households are already doing - and how rates are really being priced. Eurodollar University's Money & Macro Analysis --------------------------------------------------------------- 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.eurodollar.university I’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 | |||
| BREAKING: Blue Owl Just Took a 100% Loss, Signaling A LOT More Stress Ahead | 10 sept. 2026 | 00:21:07 | |
One hundred to Zero. That’s Blue Owl writing down a private loan from full value to something resembling nothing—in a matter of months. That is not supposed to happen. Together with a global migration of debt searching, these show a credit cycle that keeps going deeper in reverse. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- https://www.youtube.com/watch?v=-uZYW5g4nqA https://www.eurodollar.university I’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 | |||
| BREAKING: China Is Bailing Out Its ENTIRE Financial System | 09 sept. 2026 | 00:25:30 | |
The Great Chinese Tobacco Insurance Rescue of 2026. The real issue is why cigarettes are being "volunteered" and why insurance is being including with the banks. Recapping the escalating recap plan and what it says about the current and future state of the CCP's state. Eurodollar University's Money & Macro Analysis https://www.eurodollar.university I’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 | |||
| Eurodollar Talk: The AI Trade Is Entering Its Most Dangerous Phase | Lyn Alden | 07 sept. 2026 | 00:48:07 | |
| Eurodollar Talk: Record Corporate Profits Are Creating An Economic Timebomb | 07 sept. 2026 | 00:50:03 | |
EPB is here. | |||
| Eurodollar Talk: Wall Street Is Preparing for the Next Financial Shock | George Gammon Explains | 07 sept. 2026 | 00:51:51 | |
| Eurodollar Talk: The AI Bubble Is Following a 180-Year-Old Playbook | 07 sept. 2026 | 00:48:13 | |
Ben Brey Substack https://www.capitalmisallocation.com/ and X https://x.com/BenBrey?s=20 Subscribe for new interviews every week! | |||
| Eurodollar Talk: BlackRock Insider Reveals What’s REALLY Happening in Private Credit | 07 sept. 2026 | 00:35:57 | |
If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here👇 | |||
| Eurodollar Talk: Real Estate Insider “Banks Are Now Dumping Buildings At 80 Cents On The Dollar!” | 07 sept. 2026 | 00:39:33 | |
Join us and 50+ world-class investors and entrepreneurs at Limitless Expo to learn how to protect and grow your wealth through the next economic cycle. | |||
| Eurodollar Talk: Iran War Could Trigger the BIGGEST Dollar Shortage in Years | 07 sept. 2026 | 00:39:43 | |
Brent Johnson joins Jeff. | |||
| Eurodollar Talk: Hugh Hendry: The Biggest Trade of the Next 10 Years Has Started | 07 sept. 2026 | 00:49:55 | |
Jeff Snider & Hugh Hendry. | |||
| Eurodollar Talk: You Won’t Believe What Iran War Tensions Are Doing to Gold Markets | 07 sept. 2026 | 00:35:24 | |
What if your gold could actually pay you every month… in MORE gold? Check it out here: https://monetary-metals.com/snider | |||
| The Market’s Reaction to This Blowout Jobs Report Makes NO Sense | 07 sept. 2026 | 00:21:12 | |
The 'big' jobs number wasn't the biggest story of Friday's markets. Instead, it was what didn't happen. Things have certainly changed where it comes to payrolls, in more ways than one. Eurodollar University's conversation w/Steve Van Metre ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- https://www.eurodollar.university I’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 | |||
| Convenience Stores Just Issued a Warning About the American Consumer | 06 sept. 2026 | 00:19:35 | |
Everyone keeps saying the American consumer is holding up. People are still shopping. Gasoline sales are hitting records. Consumer spending hasn’t collapsed. But beneath those reassuring headlines, though, we keep getting strong warning behavior is changing. Not just from conveniences stores, from construction to Uber and even, yes, the BLS. Pay more to get less. The very definition of impoverishment. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- https://www.youtube.com/watch?v=QQRHUlCSFxg https://www.eurodollar.university I’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 | |||
| On Sh*t... Another Private Credit Fund Just Blew Up | 04 sept. 2026 | 00:22:02 | |
Most people believe the private-credit mess has gone away – because that’s what you’re led to believe. It has been roughly a year since Tricolor and First Brands became the warning signs—the first cockroaches suggesting something much larger might be hiding inside the walls of private lending. And because there hasn’t been a dramatic collapse since then, the assumption is that the industry absorbed the losses, restricted a few withdrawals, and moved on. But the truth is almost the exact opposite. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Eurodollar University Live 2 https://eurodollar-university.com/edu-conference-2026 ---------------------------------------------------------------------------------- https://www.eurodollar.university I’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 | |||
| The Diesel Crisis Nobody Is Talking About | 03 sept. 2026 | 00:21:25 | |
Everyone believes the energy shock is about oil. It isn’t. The most important price in energy today isn’t really the price of crude. It is the difference between crude oil and the fuel made from it—a number known as the crack spread. And for diesel, that spread has absolutely exploded to record highs. Now what? CHAPTERS: Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Eurodollar University Live 2 https://eurodollar-university.com/edu-conference-2026 ---------------------------------------------------------------------------------- https://www.youtube.com/watch?v=mbyK0zBmUdk https://www.eurodollar.university I’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 | |||
| WTF Just Happened at Jackson Hole? | 02 sept. 2026 | 00:34:34 | |
J-Hole jolted the markets, only to have Warsh's J-Hole narrative jolted right back with JOLTS. Caught in between are interest rates which nobody seems to have a handle on even though the answers are right there in Treasury Secretary Bessent's words and the latest European inflation. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Eurodollar University Live 2 https://eurodollar-university.com/edu-conference-2026 ---------------------------------------------------------------------------------- I’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 | |||
| BREAKING: China Just Launched a Desperate Housing Bailout | 31 août 2026 | 00:21:24 | |
Is China trying to bail out it's beleaguered real estate market? That seems to be the case with the latest schemes aimed at stabilizing the sector. The timing isn't a surprise nor is the degree of help Beijing aims to offer given the state of banks and the economy over there. Eurodollar University's conversation w/Steve Van Metre ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Eurodollar University Live 2 https://eurodollar-university.com/edu-conference-2026 ---------------------------------------------------------------------------------- https://www.facebook.com/Canal.Macau/videos/back-in-china-fresh-property-easing-measures-across-chinas-top-tier-metropolises/2113122509290529/
I’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 | |||
| Japan’s $100 Billion Yen Intervention Just Failed... Now What? | 30 août 2026 | 00:21:11 | |
Japan just spent $100 billion rescuing the yen. Not over several years. Not during some historic financial crisis. In less than one month. This wasn’t just Japan acting alone, either. But now the yen is right back down past 160 again. What does this mean...for the dollar? Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Eurodollar University Live 2 https://eurodollar-university.com/edu-conference-2026 ---------------------------------------------------------------------------------- https://www.reuters.com/video/watch/idRW277003082026RP1/ https://www.eurodollar.university I’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 | |||
| If You Don’t Understand the Eurodollar System, You Don’t Understand the Markets | 29 août 2026 | 00:18:45 | |
Learn how the eurodollar system really works, and use that understanding to better prepare your portfolio for what comes next There’s a signal flashing in the financial system right now—and almost every investor is looking in the wrong place. They’re watching the Federal Reserve. They’re watching inflation reports. They’re reacting to tariffs, energy prices, employment numbers and whatever headline happens to dominate the financial news that day. But the monetary system itself is communicating something different. Figure how to find and decipher what it's been saying. Eurodollar University's Money & Macro Analysis https://www.eurodollar.university I’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 | |||
| The Mark Walter Scandal Could Expose Billions in Private Credit Losses | 27 août 2026 | 00:21:35 | |
What is happening inside Mark Walter’s financial empire - which until recently included the LA Lakers - has the potential to blow the lid off the entire private credit story - if not the whole debt cycle. A billion-dollar loan connected to Guggenheim Investments is trading at roughly 73 cents on the dollar, a price normally associated with serious distress. And that's only where this crazy story begins. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Eurodollar University Live 2 https://eurodollar-university.com/edu-conference-2026 ---------------------------------------------------------------------------------- https://www.bloomberg.com/news/articles/2026-08-24/guggenheim-loan-drops-to-new-73-cent-low-with-firm-in-spotlight https://www.eurodollar.university I’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 | |||
| Grocery Stores Just Issued a Warning About the American Consumer | 26 août 2026 | 00:22:36 | |
You may not realize it, but the grocery business is about to get into a price war. Big chains like Kroger and Aldi, along with Walmart, are setting up for to outbid each other for your food spending. That’s great news for consumers until you realize why the retailers are doing this – because of consumers. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Eurodollar University Live 2 https://eurodollar-university.com/edu-conference-2026 ---------------------------------------------------------------------------------- https://www.facebook.com/schwabnetwork/videos/dicks-sporting-goods-dks-shares-dropped-sharply-after-the-company-reported-earni/1070193602035253/ https://www.eurodollar.university I’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 | |||
| Ray Dalio Just Issued His Most Terrifying Debt Warning Yet | 25 août 2026 | 00:23:10 | |
Ray Dalio says the United States is approaching a debt crisis, or maybe is already in one. The government knows UST demand is becoming a problem, so the argument goes, and it is quietly trying to control the bond market with buybacks before the situation gets out of control. But what you probably don’t know is that there are ways to test Ray Dalio’s warning. We did. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Eurodollar University Live 2 https://eurodollar-university.com/edu-conference-2026 ---------------------------------------------------------------------------------- https://www.cnbc.com/2026/08/21/ray-dalio-bessent-debt-crisis-bitcoin-gold.html https://www.eurodollar.university I’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 | |||
| Walmart Just Confirmed The WORST-CASE Scenario For The Economy | 23 août 2026 | 00:22:40 | |
Walmart's stock got punished this week for confirming what the mainstream said was impossible. And it wasn't the only retail giant to gently sound the alarm. For all the talk of "resilience", it isn't found in these latest reports - nor the bond market. Eurodollar University's conversation w/Steve Van Metre ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Eurodollar University Live 2 https://eurodollar-university.com/edu-conference-2026 ---------------------------------------------------------------------------------- https://www.youtube.com/watch?v=Oep3EPnkUGI https://www.eurodollar.university I’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 | |||
| Nvidia’s Hidden Debt Risk Could Crash the ENTIRE AI Bubble | 21 août 2026 | 00:35:20 | |
The credit cycle isn't really about blue owls, instead a gray swan. Nvidia isn't just in the news for its stock trading at a tremendous discount, it's how the company and all the money surrounding connect what might seem disparate dots all throughout the system, and in so doing point to the emerging downside the mainstream is having a harder time dismissing. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Eurodollar University Live 2 https://eurodollar-university.com/edu-conference-2026 ---------------------------------------------------------------------------------- https://www.wsj.com/tech/ai/why-big-techs-ai-spending-is-3-trillion-higher-than-it-seems-e1067bb2 https://www.eurodollar.university I’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 | |||
| BREAKING: The Treasury Just Announced a Massive Bond Buyback Plan | 20 août 2026 | 00:29:53 | |
It's QE-lite!!!! Yield curve control!!!! Money printer go brrrrrr!!!! What's the truth about the Treasury buyback program? Well, it's starts with understanding what a buyback truly is and also how the government has been operating it for over two years already. In a sea of misinformation, here's the plain truth about the buybacks, starting with how misinformation is actually the whole point...on both sides. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Eurodollar University Live 2 https://eurodollar-university.com/edu-conference-2026 ---------------------------------------------------------------------------------- https://www.eurodollar.university I’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 | |||
| 30-Year Bond Yields Are Surging... Here’s What It Means | 19 août 2026 | 00:22:20 | |
The yield on the 30-year U.S. Treasury bond just reached its highest level since 2007. And to a lot of people, this means everything - from inflation to fiscal deficits. There’s just one problem. The 30-year bond is not actually doing what everyone says it is. Eurodollar University's Money & Macro Analysis ------------------------------------------------ Eurodollar University Live 2 https://eurodollar-university.com/edu-conference-2026 ------------------------------------------------ https://www.youtube.com/watch?v=2njjIkGROx4 https://www.eurodollar.university I’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 | |||
| WTF Just Happened to Retail Sales?! | 17 août 2026 | 00:22:44 | |
Blaming Amazon's Prime Day, everyone is trying to work around yet another "unexpected" negative number. Following an "unexpected" drop in July payrolls, the Census Bureau now reports an "unexpected" drop in retail sales alongside an "unexpected" setback in consumer confidence and, yes, an "unexpected" decline in gasoline usage during peak driving season. None of this is unexpected, just the work of more mini-cycles. Eurodollar University's conversation w/Steve Van Metre ---------------------------------------------------------------------------------- What if your gold could actually pay you every month… in MORE gold? Check it out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- https://www.cnbc.com/video/2026/08/14/retail-sales-unexpectedly-fell-in-july.html https://www.eurodollar.university I’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 | |||
| Chinese Banks Have STOPPED Lending (here's what that means) | 16 août 2026 | 00:26:16 | |
Record decline in Chinese bank loan flows is only where this starts. It's what China's government did in response in announcing a major financial crackdown that really matters. Combined with the latest macro data, it is all leading to another real world example exposing the fallacy of interest rates. Eurodollar University's Money & Macro Analysis https://www.eurodollar.university I’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 | |||