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 UniversityNo One Is Talking About What Just Happened in Canada
A simply brutal reminder from Canada about the real state of the global economy. The Canadians backed up the US payroll number for February, except in Canada…
Eurodollar UniversityHOLY SH*T! Now its Morgan Stanley...
Now it’s Morgan Stanley’s turn. Yesterday it was Cliffwater. Before that BlackRock and Blackstone. Of course Blue Owl. Morgan Stanley’s $8 billion North Haven…
Eurodollar UniversityOh Sh*t... Another $33B Private Credit Fund Is Blowing Up...
It is beginning to look more and more like a slow-motion shadow bank run. Yet another massive fund hit with largescale withdrawals. Not only that, the…
Eurodollar UniversityTexas Just Triggered a Housing Market Warning
We’ve been covering the macro housing bust for some time, and while it’s still there another major problem has come up and for the same reasons. Mortgage…
Eurodollar UniversitySomething Just Broke in the Global Markets
Chaos at the Asian open last night with uncontrolled panic buying sending oil prices up to as high as $120 per barrel. Thankfully, they backed down and…
Eurodollar UniversityOil Shock + Job Losses + Credit Crisis… This Is Bad
Not one but two negative payrolls. That’s what we got from the latest update on the employment situation, a double dose of flat Beverage amidst a historic week…
Eurodollar UniversityOil Just Made a Historic Move (This Is Very Bad)
Chaos in the energy patch sent both prices and spreads exploding. It was the latter - the blowout in spreads - that is now the most concerning for what it says…
Eurodollar UniversityPrivate Credit Crisis Begins: BlackRock Blocks Investors in $26 Billion Fund
BlackRock's flagship private credit fund is getting hit with so many withdrawals the company has no choice but to start blocking these requests. It's another…
Eurodollar UniversityOil Just Sent a Terrifying Warning to the Entire Economy
Energy prices renewed their surge higher today. As it stands, WTI is now just shy of $80 per barrel, up 22% in a week. Wholesale gasoline is now above $2.60…
Eurodollar UniversitySwiss Central Bank Just Sent a HUGE Warning to the World
The Swiss National Bank just issued a very rare warning hinting at currency intervention in the franc. While there is a mini-panic mainly in the mainstream…
Eurodollar UniversityMarkets Are CRASHING… And The Dollar Is Exploding
The oil spike has reached the global pain threshold unleashing liquidations and a scramble for liquidity. At the same time, another big development in private…
Eurodollar UniversityThe World Isn't Prepared for What Just Happened to Oil
The conflict erupting with Iran has already impacted financial markets, though the initial impact has been pretty muted. Most of the effect has fallen on the…
Eurodollar UniversityWTF Is Happening To The Job Market?!
Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link…
Eurodollar UniversityA Major Mortgage firm Just COLLAPSED (just like what happened in 2008)
The credit market's terrible, horrible, no good, very bad week finishes off with yet another bankruptcy and more losses for the big Wall Street names. Worse…
Eurodollar UniversityOh No… Now It’s European Private Credit
Just today over in Europe, two of the continent’s biggest insurance companies put out statements that show this thing has already gotten very serious. At the…
Eurodollar UniversityThe Trillion Dollar Private Credit Time Bomb Is EXPLODING
Another day, several more critical development in the credit markets. Loss projections are soaring. A second fund stepped forward acknowledging asset sales (at…
Eurodollar UniversityJamie Dimon’s Stark Warning to the Global Economy
Now it’s Jamie Dimon's turn, JP Morgan’s highly visible CEO is the latest to make the 2008 comparison. Following up last year’s cockroach quip this time saying…
Eurodollar UniversityThe Private Credit “Bank Run” Has Started
In the wake of Blue Owl’s shocking announcement last week basically trapping retail investors in a private credit fund they don’t want to be in, signs of…
Eurodollar UniversityWalmart says "Our Customers Are Running Out of Money"
Walmart has been one of the few to benefit from the difficult economy the past few years. It’s gotten to the point where even high income earners have become…
Eurodollar UniversityRepo Market Stress Is Back (And Bigger Than You Think)
While Blue Owl’s blowup exploded the private credit mess back into the mainstream with yesterday’s first confirmation of Stage 2, there had been some building…
Eurodollar UniversityBREAKING: A MAJOR Credit Fund Just Blew Up, Here’s What They’re Not Telling You
Credit Crisis Stage 2 has been observed. Stage 1 is when money flows out of a bubble but is roughly still balanced meaning some uncomfortable fund managers but…
Eurodollar UniversityThis Confirms EVERYTHING
Stock market volatility has been moving higher since Christmas Eve as this undercurrent of anxiety refuses to go away. Some of it is AI related, sure, but deep…
Eurodollar UniversityThe Largest Banks in the World Just Did the Unthinkable
After another month of even more deeply troubling banking data from China, S&P is wondering if the Chinese may be facing their Japanification moment as a key…
Eurodollar UniversityBREAKING: Home Sales PLUNGING to 2010 Levels
Existing home sales utterly crashed in January. Yes, January is not a great month for real estate shopping and there was obviously less than ideal weather…
Eurodollar UniversityBREAKING: Job Market Just Revised MASSIVELY! (Payroll Crash)
We really, really messed up the jobs data the past few years, we got it almost completely wrong, but trust us, we’re good now. That’s what the BLS is saying…
Eurodollar UniversityBREAKING: The UK Government Has Fallen (What You Know)
The UK’s Prime Minister is hanging on for his career after a series of missteps has his own labor party almost in revolt. The current crisis was triggered by…
Eurodollar UniversityWARNING: China Just Issued a U.S. Treasury Alert
Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link…
Eurodollar UniversityNew Jobs Data Crashes Markets (What You Must Know)
It was a trio of reports that turned an already shaky market into a disorderly mess. Private credit stocks were hit hard as were cryptocurrencies after ADP…
Eurodollar UniversitySomething Really Strange Is Happening With European Banks
European banks were asked what they thought about corporate credit opportunities in the coming year given that most officials, anyway, in Europe believe…
Eurodollar UniversityWTF! Markets EVERYWHERE Are Crashing
Widespread financial meltdown continued again today, slamming crypto, silver, and private credit particularly hard. After what appeared to be an early morning…
Eurodollar UniversityPepsi's Desperate Move Tells You Everything About This Economy
Pepsi is slashing prices for some of its most popular brands, some by 15%. The company said it has spent the past year listening to consumer feedback. Nah…
Eurodollar UniversityHOLY SH*T! Another Credit Company Just Blew Up
They thought they were reassuring debt markets over AI cash. Instead, the company kicked a hornet's nest, unleashing a MAJOR selloff that is sweeping through…
Eurodollar UniversityChina Just Broke the Silver Market
The selloff in precious metals, particularly silver, has extended into today’s session. One reason why, one additional reason why, we’re seeing reports of…
Eurodollar UniversityWTF Just Happened In Credit Markets
A key corner of the credit market is experiencing sustained and even accelerated selling at the end of January 2026. What we’re talking about is historically…
Eurodollar UniversityWhy Prices Never Come Back Down... Ever
Consumer prices are never going to go back to where they were before the pandemic. This simple reason is they can’t. You think that since they went up, they…
Eurodollar UniversityThe Real Bubble No One Wants To Talk About (Mike Green)
Has the rally in silver gone so far now that the metal’s price action is actually behaving like a meme stock? Or is there something more fundamental and deeply…
Eurodollar UniversityBREAKING: Amazon Just Triggered a National Warning
After cutting 14,000 jobs back in October and denying there were more of them coming, Amazon confirmed yesterday there will be another 16,000 layoffs and made…
Eurodollar UniversityBREAKING: BlackRock’s Credit Fund Just Blew Up (What You Must Know)
One of BlackRock’s private credit funds has just resurrected the cockroach concerns over debt woes in the space. By announcing that it will have to write down…
Eurodollar University“This Is Unprecedented”: China’s Military Purge Signals Cold War 2.0
An unprecedented shakeup at the very top of the Chinese military has shaken up the rest of the world. Xi Jinping didn’t just go after a longtime friend and…
Eurodollar UniversityRay Dalio Makes Shocking Prediction (Here’s What You MUST Know)
Billionaire investor Ray Dalio is warning we shouldn’t be focused on trade wars, instead the real concern is capital wars. In those, Dalio says there will be a…
Eurodollar UniversityHow the “Storm of the Century” Could Break the U.S. Economy
Thanks to Monarch for partnering with me! Get 50% off your first year by using my link https://monarchmoney.yt.link/xxoutOh or discount code euro50 when…
Eurodollar UniversityYou Won’t Believe What Just Happened in Japan
The Japanese government bond market suffered a major meltdown this week that has shaken up a lot of people as they try to figure out what’s going on over there…
Eurodollar UniversityBREAKING: Trump Just Did Something No One Expected
The US housing market seemed like it was moving in the right direction recently, some better results people said were lower mortgage rates finally starting to…
Eurodollar UniversityMacy’s Just Issued a Very Grim Warning About Consumer Behavior
Macy’s is the latest retailer to admit to struggling in the current economic climate, closing several of what it calls fulfillment centers, basically warehouse…
Eurodollar UniversityThere’s Only One Way Out for China Now…
Thanks to Monarch for partnering with me! Get 50% off your first year by using my link https://monarchmoney.yt.link/eB2fzzP or discount code euro50 when…
Eurodollar UniversityHOLY SHT! Did You See What JUST Happened to Freddie Mac?!
What is going on with Freddie Mac? The Federal Home Loan Mortgage Corporation, which is Freddie’s official, has seen its stock utterly pummeled this past week…
Eurodollar UniversityThe 3 Stages of Every Financial Collapse (We’re in Stage 1)
Every financial crisis generally takes place in three steps. And while there aren’t bright, clear lines of separation between them, each one does have unique…
Eurodollar UniversityWE NEED To Talk About Chinese Banks IMMEDIATELY
Today we’re going be unpacking the latest from closely watched indicators out of China: bank lending data, household credit, the movement of the yuan, and what…
Eurodollar UniversityGlobal Currencies Doing Something Very Dangerous
The Japanese yen keeps tumbling and as it does it is tanking the bond market over there. What we have is the first case of a currency value setting interest…
Eurodollar UniversityBREAKING: JP Morgan Just Sent a MASSIVE Warning to Credit Markets
JP Morgan missed on its earnings after failing to sell as many bonds as it was expecting for its customers. At the same time, Jamie Dimon, the bank’s CEO, he…
Eurodollar University40% of Canadian Real Estate Funds Just Froze Investors…
Almost 40% of Canadian real estate funds have restricted access to investor funds, and that includes potential payouts. It’s a sign of how deep the housing…
Eurodollar UniversityTrump Just Triggered Housing QE (Brace for Impact)
Call it GSE QE. The same day it was reported US housing construction fell to the lowest since 2020, the Trump administration announced it was going to direct…
Eurodollar UniversityConsumers Just Pulled the Trigger on Credit Cards (Brace for Impact)
US consumers have basically stopped using their credit cards. According to the Fed’s latest data, revolving consumer credit declined again, the third time over…
Eurodollar UniversitySomething Is Breaking in Private Credit
Blue Owl, a name we’ve gotten to know for all the wrong reasons, has been forced to come clean after getting sued by pretty much every class action securities…
Eurodollar UniversityThis Chart Explains Why America Is Breaking
This is simply insane – new car sales among American households making $75k or less have crashed by 30% since 2019. Car prices soared. Incomes didn’t. They…
Eurodollar UniversityHOLY SH*T! Did You See Commodity Prices
Commodities are going nuts right now, with copper now parabolic joining silver on the crazy train. Gold is lagging behind both, which is not a good sign for…
Eurodollar UniversityThis Shouldn’t Be Possible...
Loss of momentum isn’t just happening in the US, it is very well synchronized globally with practically the same pattern showing up everywhere. Updates from…
Eurodollar UniversityThe TRILLION Dollar AI Debt Bubble Is Bursting
The number of legendary investors calling this an AI bubble continues to climb, with Howard Marks, co-founder of Wall Street giant Oaktree flatly stating if AI…
Eurodollar UniversityOk, Now It's Official...The Sh*t Is Hitting The Fan
Bull steepening on the Treasury curve, falling energy prices especially gasoline, the final look at the US economy in 2025 shows it losing momentum again as…
Eurodollar UniversityHOLY SH*T: Europe’s Banks Are Acting Like It’s 2020 Again
There was an explosion, a record spike – and it’s not even close - in lending by European banks to European shadow banks in October and November. This spike in…