PODCAST · business
Eurodollar University
by Jeff Snider
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
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Gas Stations Just Confirmed the Worst-Case Scenario for the Economy
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...
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I've Never Seen Anything Like This… Until Now
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...
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You Won't Believe What Just Happened in the Bond Market
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...
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The Private Credit Crisis Just Went Public...
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...
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Paul Tudor Jones Just Issued a Terrifying Warning for 2027
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…
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OpenAI's Money Problem Is WAY Worse Than You Think
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...
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Iron Is Warning Us About What's Coming in 2027
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...
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This Is What Consumers 'Always' Do Before a Recession
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...
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Oil CEOs Just Issued a Really Grim Warning
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...
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Jamie Dimon Just Made A Shocking Interest Rate Prediction (Not What You Think)
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....
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Private Credit Investors Want Their Money Back… And It’s Getting Worse
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...
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BREAKING: The Jobs Report Worse Than Everyone Expected
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...
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WTF Just Happened to the Bond Market and Credit Spreads?
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…
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You Won’t Believe What McDonald’s Just Revealed About U.S. Consumers
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...
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ALERT: Did Anthropic Just Pop AI Bubble?
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 &...
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Pepsi and Red Bull Just Confirmed the Worst-Case Scenario for the Economy
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...
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Something Extremely Rare Just Happened to the Yield Curve
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…
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BREAKING: India Just Intervened to Save Its Currency
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...
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You Won’t Believe What the Bond Market Just Did
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....
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Mexico’s Tourism Just PLUNGED... and Airlines Are Warning of More
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...
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WTF Just Happened to Diesel...
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...
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BREAKING: Private Credit Defaults Just Hit a Record High
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…
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LIVE: Will the Fed Really Raise Rates Into a Struggling Economy
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?
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German Banks Are Getting Bailed Out… WTF Is Going On?
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...
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Grocery Stores Just Issued a Warning About the American Consumer
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...
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this won't end well...
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...
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Americans Are Bracing for Something Not Seen Since 2020...
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...
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BREAKING: Blue Owl Just Took a 100% Loss, Signaling A LOT More Stress Ahead
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...
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BREAKING: China Is Bailing Out Its ENTIRE Financial System
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…
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Eurodollar Talk: The AI Bubble Is Following a 180-Year-Old Playbook
Ben Brey Substack https://www.capitalmisallocation.com/ and X https://x.com/BenBrey?s=20 Subscribe for new interviews every week!
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Eurodollar Talk: BlackRock Insider Reveals What’s REALLY Happening in Private Credit
If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here👇 https://eurodollar.university
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Eurodollar Talk: Real Estate Insider “Banks Are Now Dumping Buildings At 80 Cents On The Dollar!”
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.
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Eurodollar Talk: Iran War Could Trigger the BIGGEST Dollar Shortage in Years
Brent Johnson joins Jeff.
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Eurodollar Talk: Hugh Hendry: The Biggest Trade of the Next 10 Years Has Started
Jeff Snider & Hugh Hendry.
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Eurodollar Talk: You Won’t Believe What Iran War Tensions Are Doing to Gold Markets
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…
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The Market’s Reaction to This Blowout Jobs Report Makes NO Sense
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...
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Convenience Stores Just Issued a Warning About the American Consumer
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…
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On Sh*t... Another Private Credit Fund Just Blew Up
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.…
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The Diesel Crisis Nobody Is Talking About
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...
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WTF Just Happened at Jackson Hole?
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...
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BREAKING: China Just Launched a Desperate Housing Bailout
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...
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Japan’s $100 Billion Yen Intervention Just Failed... Now What?
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...
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If You Don’t Understand the Eurodollar System, You Don’t Understand the Markets
Learn how the eurodollar system really works, and use that understanding to better prepare your portfolio for what comes next https://eurodollar-university.com/home-page-self-serve There’s a signal flashing in the financial system right now—and almost every investor is looking in the wrong place....
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The Mark Walter Scandal Could Expose Billions in Private Credit Losses
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...
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Grocery Stores Just Issued a Warning About the American Consumer
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...
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Ray Dalio Just Issued His Most Terrifying Debt Warning Yet
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...
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Walmart Just Confirmed The WORST-CASE Scenario For The Economy
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…
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ABOUT THIS SHOW
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.
HOSTED BY
Jeff Snider
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Frequently Asked Questions
How many episodes does Eurodollar University have?
Eurodollar University currently has 1000 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Eurodollar University about?
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...
How often does Eurodollar University release new episodes?
Eurodollar University releases new episodes frequently with a large back catalog of 1000 episodes. Check the episode list for recent publication dates.
Where can I listen to Eurodollar University?
You can listen to Eurodollar University on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Eurodollar University?
Eurodollar University is created and hosted by Jeff Snider.
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