Shows / Eurodollar University

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
Eurodollar UniversityEuropean Banks Just Did What They Do Before Every Crisis...
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…
Eurodollar UniversityElon Musk Warns Banks Have STOPPED Lending to AI Companies
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…
Eurodollar UniversityAirlines Just Sent a TERRIFYING Warning About the Economy
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…
Eurodollar UniversityThe Credit Cycle Just Flipped (The Stock Market Is Next)
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…
Eurodollar UniversitySomething Very Bad Is Happening to Meta's Debt
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…
Eurodollar UniversityAnthropic Has $750 Billion in Commitments… and Just $17 Billion in Revenue
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…
Eurodollar UniversityHome Sales Just Fell Below 2008 Levels… And It's Getting Worse
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…
Eurodollar UniversityGas 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…
Eurodollar UniversityI'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…
Eurodollar UniversityYou 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…
Eurodollar UniversityThe 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…
Eurodollar UniversityPaul 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…
Eurodollar UniversityOpenAI'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…
Eurodollar UniversityIron 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…
Eurodollar UniversityThis 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…
Eurodollar UniversityOil 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…
Eurodollar UniversityJamie 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…
Eurodollar UniversityPrivate 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…
Eurodollar UniversityBREAKING: 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…
Eurodollar UniversityWTF 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…
Eurodollar UniversityYou 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…
Eurodollar UniversityALERT: 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…
Eurodollar UniversityPepsi 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…
Eurodollar UniversitySomething 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…
Eurodollar UniversityBREAKING: 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…
Eurodollar UniversityYou 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…
Eurodollar UniversityMexico’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…
Eurodollar UniversityWTF 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…
Eurodollar UniversityBREAKING: 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…
Eurodollar UniversityLIVE: 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…
Eurodollar UniversityGerman 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…
Eurodollar UniversityGrocery 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…
Eurodollar Universitythis 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…
Eurodollar UniversityAmericans 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…
Eurodollar UniversityBREAKING: 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…
Eurodollar UniversityBREAKING: 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…



Eurodollar UniversityEurodollar 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!
Eurodollar UniversityEurodollar 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
Eurodollar UniversityEurodollar 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.
Eurodollar UniversityEurodollar Talk: Iran War Could Trigger the BIGGEST Dollar Shortage in Years
Brent Johnson joins Jeff.
Eurodollar UniversityEurodollar Talk: Hugh Hendry: The Biggest Trade of the Next 10 Years Has Started
Jeff Snider & Hugh Hendry.
Eurodollar UniversityEurodollar 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…
Eurodollar UniversityThe 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…
Eurodollar UniversityConvenience 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…
Eurodollar UniversityOn 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…
Eurodollar UniversityThe 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…
Eurodollar UniversityWTF 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…
Eurodollar UniversityBREAKING: 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…
Eurodollar UniversityJapan’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…
Eurodollar UniversityIf 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…
Eurodollar UniversityThe 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…
Eurodollar UniversityGrocery 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…
Eurodollar UniversityRay 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…
Eurodollar UniversityWalmart 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…
Eurodollar UniversityNvidia’s Hidden Debt Risk Could Crash the ENTIRE AI Bubble
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…
Eurodollar UniversityBREAKING: The Treasury Just Announced a Massive Bond Buyback Plan
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…
Eurodollar University30-Year Bond Yields Are Surging... Here’s What It Means
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…