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

February 26, 2024 39 mins

To get the rest of this conversation and a whole lot more, become a Eurodollar University member or DDA subscriber. You can find the information about those here:
https://www.eurodollar.university/sales-page-1

Eurodollar University's conversations, Guests Lyn Alden & George Gammon

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#lynalden

Mark as Played

The Federal Reserve "prints" bank reserves, that's it. To understand why that matters, you have to understand where bank reserves came from and what they were and are intended for. It isn't at all what you think. But don't take my word for it; that comes straight from the Fed itself. 

Eurodollar University's Money & Macro Analysis

FRB Atlanta The Evolution of the Check as a Means of Payment: A Historical Survey, November...

Mark as Played

If you happened to miss today's Webinar on CRE and the possible dangers from it, you can still watch the replay. Follow the link below.
https://event.webinarjam.com/go/replay/23/1ym21crukhgh4

The FOMC's minutes for its January meeting shed light on the dilemma currently hitting policymakers. They're seeming embrace of the lower rates from last bond rally was no fluke. They instead share our growing and NOTABLE concerns o...

Mark as Played

Another rash of layoffs is sweeping the US economy and its labor market. Only this time, unlike last year, the background behind them is far more concerning and even dangerous (economically, speaking). Those threatened by being thrown out of work know the score isn't entirely made up from those job cuts. It's actually the grim reality of no hiring. 

Eurodollar University's Money & Macro Analysis

CNBC Worries grow over a ...

Mark as Played
February 21, 2024 18 mins

If you happened to miss today's Webinar on CRE and the possible dangers from it, you can still watch the replay. Follow the link below.
https://event.webinarjam.com/go/replay/23/1ym21crukhgh4

Chinese "banks" opted for an unusually large cut to China's benchmark 5-year Loan Prime Rate. In truth, that appears at the behest of Beijing where authorities are becoming increasingly desperate. Nothing they are doing is working -...

Mark as Played

If you happened to miss today's Webinar on CRE and the possible dangers from it, you can still watch the replay. Follow the link below.
https://event.webinarjam.com/channel/Eurodollarwebinar

As more countries around the world "unexpectedly" succumb to recession, the consequences aren't strictly economic. While globally synchronized means many more will follow, the costs need to be accounted for in human terms. Why does i...

Mark as Played

There are just a few more spaces left to sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

It's a recession rash. Economic growth expectations slashed, "unexpectedly", of course. Technical recessions spreading around the world's major economies because real ones are. Yet, still the idea of a US decoupling persists resting largely on a few past...

Mark as Played

Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

There are a lot of parallels now and the 1970s - and inflation isn't actually one of them. The whole world saw recession coming in 1979, even that vast majority of those on the FOMC. Except, there was no recession in '79. It's what leads up to contraction that matters, not when it finally gets ...

Mark as Played

Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

This is getting out of hand. Not only is it a major risk and not just to those "invested" in equities, there are several deeply troubling reasons to care why several major economy stock indexes are setting new highs while the economies allegedly tied to them suffer substantial now-recognized re...

Mark as Played
February 15, 2024 18 mins

Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

Stocks keep hitting new highs yet one of those markets which is doing just that also proves that it can't be because of the economy. This one leaves little doubt especially as so many other markets pile on with their views (not even talking bonds here). Stocks are buying a 'liquidity' story, no...

Mark as Played

Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

No one remembers the "red hot" and "sticky" supply shock of 2010 and 2011 BECAUSE it was, yes, transitory. The Fed didn't need to raise rates or do anything. In fact, the FOMC was busy with more "accommodating" policies like Operation Twist and then two more QEs, yet consumer prices disinflate-...

Mark as Played

Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

China's yuan has been constantly put forward as a contender to 'dethrone' the dollar. Whatever sliver of a tiny chance it may have had before, it's zero now. The greater challenge is how to replace the existing reserve regime which does need an update. But that means eurodollar NOT dollar. This...

Mark as Played

To get the rest of the conversation, become a Eurodollar University member and/or DDA subscriber. We've got unadvertised sales available that will allow you access to all the EDU content, including the the full hour-plus with Ken here:
https://www.eurodollar.university/sales-page-1

Eurodollar University's conversations w/Ken McElroy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Mark as Played
February 11, 2024 21 mins

Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

The more they tell us how great everything is, the more you know it isn't. Americans like their compatriots from around the world know something isn't right. We've seen this kind of divergence from "elite" opinion, descriptions, even mainstream labor data before. Long and silent depression. 

Eur...

Mark as Played

Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

You might be amazed at just how much Chinese authorities have tried to stabilize their system. If you knew, you'd understand why so much of Beijing is verging on panic-mode. The huge response has come up empty which is a clear signal for how much trouble there really is. For his part, Xi Jinpin...

Mark as Played

Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

What's behind the renewed banking woes? Sure, we know it almost certainly has to do with commercial real estate, but we need to get a sense of how much trouble that might lead to. Digging into what information we have available, let's put some hard numbers on the CRE bubble while we go over the...

Mark as Played

To sign up for our free February 19 webinar, follow the links at our homepage here:
https://www.eurodollar.university

According to these historically validated datapoints, the worst is straight ahead for the US in 2024. In just two charts, we can place together three critical pieces of macroeconomic information which provides a useful guide for determining cyclical circumstances in the US economy. Bank lending, commercia...

Mark as Played

After an "unexpected" late 2023 plunge, oil prices rebounded and the WTI curve even managed to flip from contango to backwardation. Rather than point to a firming global situation, the latest move in the crude market instead proves it was just Red Sea shipping fears. A shocking collapse in German trade reminds us of what oil's fundamentals really are.

Eurodollar University's Money & Macro Analysis

IEA Monthly Oil Report ...

Mark as Played
February 5, 2024 17 mins

Even though we don't yet have a topic or a possible guest scheduled, you can still sign up for the next EDU webinar anyway which will take place on Monday, February 19 at 6:30pm EDT. Link here:
https://event.webinarjam.com/channel/Eurodollarwebinar

It's not just the payroll data that is conflicted with itself, there are a number of other mainstream sources where the economic situation depicted by them could not be more d...

Mark as Played

Even though we don't yet have a topic or a possible guest scheduled, you can still sign up for the next EDU webinar anyway which will take place on Monday, February 19 at 6:30pm EDT. Link here:
https://event.webinarjam.com/channel/Eurodollarwebinar

This is getting ridiculous. We've become used to seeing Est. Survey vs. HH Survey in US labor data, but now it's Est. Survey vs. Est. Survey. The headline payroll number shows...

Mark as Played

Popular Podcasts

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    BG2Pod with Brad Gerstner and Bill Gurley

    Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism

    Crime Junkie

    If you can never get enough true crime... Congratulations, you’ve found your people.

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    The Breakfast Club

    The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious And Charlamagne Tha God!

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.