Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Jeff Snider Podcasts

show episodes
 
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.
  continue reading
 
Artwork

1
Market Champions

Srivatsan Prakash

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Thank you for tuning in! This podcast is about being able to successfully navigate the markets with some of the most successful people in the industry! Hosted on Acast. See acast.com/privacy for more information.
  continue reading
 
Artwork

1
Money & Macro Talks

Money & Macro Talks

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
The official podcast of dr. Joeri Schasfoort, host of YouTube channel Money and Macro. Follow Money and Macro Talks for interviews with leading (macro) economists and financial professionals about monetary and macroeconomics.
  continue reading
 
Artwork

1
Macro Voices

Hedge Fund Manager Erik Townsend

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
  continue reading
 
Loading …
show series
 
I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below. All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out! Last month was Amazon Prime "Day" - n…
  continue reading
 
With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership You can learn more here http://www.monetary-metals.com/Snider/ HSBC reported shocking results regarding its Hong Kong real estate loans further establishing the proportions of the credit crisis underway there.…
  continue reading
 
MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss all things commodities from tariffs to energy to precious metals and much more. https://bit.ly/3Uu4vog 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/47rWXKf ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patr…
  continue reading
 
I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below. All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out! Oil tumbled today nearing its multi-y…
  continue reading
 
With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership You can learn more here http://www.monetary-metals.com/Snider/ Eurodollar University's Money & Macro Analysis https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU…
  continue reading
 
I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below. All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out! The macro situation is worse this sum…
  continue reading
 
I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below. All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out! Both McDonald's and Wendy's reported …
  continue reading
 
With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership You can learn more here http://www.monetary-metals.com/Snider/ The July jobs report has sparked an overdue reexamination of a bunch of "truths" everyone has simply take for granted: inflation is the biggest ri…
  continue reading
 
I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below. All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out! This had never happened before, an un…
  continue reading
 
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss tariffs, recession risks, the European perspective on U.S. geopolitics and markets, the future of the EU’s relationship with the United States, precious metals, energy, and much more. https://bit.ly/4llKZ8z 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly…
  continue reading
 
I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below. All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out! Everything continues to point directl…
  continue reading
 
The Federal Reserve reported a record increase in student loan delinquencies to go with high rates of souring household loans in credit cards and auto lending. The distress is another confirmation of macro deterioration starting with jobs and incomes. And that's just what the latest major economic release on US services showed today -- another alar…
  continue reading
 
Huge moves at the front part of the interest rate curve. Bills did something we haven't seen since April. Meanwhile, forward rates reacted to Friday's payroll numbers with crisis-level hedging and then held those prices today. Why? Simple: payrolls were the last of it. Eurodollar University's Money & Macro Analysis ***** With Monetary Metals, you d…
  continue reading
 
With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership You can learn more here http://www.monetary-metals.com/Snider/ After a crazy week with everything else going on, copper's historic plunge almost flew under everyone's radar. But now with copper prices getting …
  continue reading
 
***** To sign up and get started with GlintPay, go to glintpay.com and make sure to use the code SNIDER. ***** The dollar is surging again. And while it's primary the euro taking the other side, just as importantly, if not more importantly, currencies like the rupee are tanking worse. INR hit another record low and that along with the euro's sharp …
  continue reading
 
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rick Rule. They’ll discuss oil, uranium, gold and silver, and much more. https://bit.ly/40McC34 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lUZ7qj ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.…
  continue reading
 
With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership You can learn more here http://www.monetary-metals.com/Snider/ ****** Eurodollar University's One Big Thing Weekly https://eurodollaruniversity.substack.com/ Eurodollar University's Anniversary Sale https://ww…
  continue reading
 
The supply glut was never canceled. Almost everyone and every part of the oil market remains convinced it is happening, the potential weighing on prices and movements even if occasionally geopolitics gains control over short run periods. Important macro updates from Ireland to India further prove why the glut isn't being led by global supply. And i…
  continue reading
 
The JGB curve isn't behaving the way it "should", nor is that behavior universal to the entire curve. Not only that, similar patterns are playing out in US$ forward markets like term SOFR futures. Each of these curves are pricing therefore predicting the same general set of future outcomes, and, wildly enough, enormous difficulties in figuring out …
  continue reading
 
Assuming the economy continues its downturn as all the major markets are pricing, what would that look like and what should we be looking for? That leads into the question of how deflationary money becomes a deflationary or depression economy in the first place. That means we need to examine economic mechanisms. Eurodollar University's Make It Make…
  continue reading
 
June housing data is in...and it is looking worse for real estate in the US. The Florida market is leading the way. Everyone is blaming "historically high rates" for the growing bust. Not only is that demonstrably false, the real reason has broad implications for interest rates and a lot more. Eurodollar University's Money & Macro Analysis ****** I…
  continue reading
 
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr Pippa Malmgren. They discuss everything from the future of Stablecoins and the fate of the U.S. dollar as reserve currency to America's possible transition into a 7th party political system and even some shocking revelations about Jeffrey Epstein that go far beyond the usual headlines. https:/…
  continue reading
 
The ECB's latest Bank Lending Survey (BLS) adds more evidence to the behavior we've already been chronicling from among Europe's and the world's financial institutions. They are increasingly negative on especially consumers. We know what that means, too: jobs. Eurodollar University's Money & Macro Analysis ****** https://eurodollaruniversity.substa…
  continue reading
 
There are reports HK bankers are already informally discussing how to structure a "bad bank." Earlier today, other reports said monetary authorities in Hong Kong were circulating the "crisis letter." The situation has taken a turn for the serious, a warning to the rest of the world because what HK is trying desperately to come to grips with is the …
  continue reading
 
Payback is finally here? The implications of the latest report on trade suggest we're finally moving far enough away from all the recent distortions to gain a better sense of whether this really is the "main event." One of those warns trade volumes might crash from here. Plus, another critical forward-leaning measure just flashed a recession signal…
  continue reading
 
Moody's latest report on credit market dynamics showed a significant increase in the number of distressed borrowers, primarily those relating to private equity. In addition, bank stats show that while everyone else has forgotten about commercial real estate and its underlying bust, domestic banks have not and have been quietly yet persistently redu…
  continue reading
 
Two major markets, two VERY different conclusions and outlooks. The diverging views and prices revolve around what really happened in April. Was it a one-off overreaction to tariffs? Or was the deflation confirmation of more than just potential volatility? Both markets are doubling and tripling down on their separate views, each reaching record or …
  continue reading
 
Only a week after the Reserve Bank of Australia decided to pause its rate cutting series, the Australian government reported a rash of exceptionally weak labor data, including the highest unemployment rate for the country in four years. RBA wasn't alone; the Bank of England is finding out the same in the same hard way. Central bank rate cut pauses …
  continue reading
 
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius is bullish on U.S. equities, echoing Lyn Alden's recent views, as the U.S. pivots to a pro-growth fiscal policy aimed at "growing our way out" of its national debt crisis. But Darius also warns that if this strategy fails, the likely fallback will be monetary …
  continue reading
 
Three months ago, hotel operators were confident that the consumer downturn they were experiencing would end being a relatively quick pain. After the tariff matter was finally settled, Americans would sure go back to spending as they always seemed to. Instead, a whole bunch of critical and alarming data out just today has poured oceans of deflation…
  continue reading
 
Five months and little to show for it. Tariffs have been applied for that long, yet consumer prices remain suspiciously tame. The real story isn't the possible pass-through of trade duties, its why that isn't happening on a far broader basis. We got more evidence for why from American bank balance sheets. Eurodollar University's Money & Macro Analy…
  continue reading
 
Jamie Dimon, CEO of JP Morgan, had some very harsh words and a pointed warning. He said the world was at high risk from tariffs. And while the activities of "his" bank largely agree with the high degree of risk, it's the complete opposite from what Dimon said publicly. This is not the first time this has happened, either. When the risks are greates…
  continue reading
 
Asia is suddenly awash in deflation. Japan is now experiencing it. And while not necessarily new for China, the acceleration downward to producer prices hints at deterioration in demand, overseas as well as locally. It's become a big enough change the government in Beijing crucially appears to shifting its own economic focus, a potentially profound…
  continue reading
 
The country's top bank regulators have proposed a major change to the banking rules. Some say this is like a stealth QE, everyone else appears equally confused. We'll get into what the new changes mean. More important, where these various ratios came from and why bank they are so hyped when they really shouldn't be. Eurodollar University's Make It …
  continue reading
 
A July rate cut is far from off the table. In addition to the macroeconomic evidence, the FOMC minutes from last month’s meeting make clear there really isn’t some divide among policymakers. In fact, the text leaves the distinct impression officials really don’t want to a repeat of last year. Eurodollar University's Money & Macro Analysis…
  continue reading
 
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss why Lyn believes investors should run their portfolios hot in today’s environment. With fiscal policy now driving market outcomes more than monetary, Lyn argues this backdrop supports further upside for equity markets. https://bit.ly/4lFuowO 🔻Download Big Picture Trading C…
  continue reading
 
Amazon Prime Days have been doubled to four, simply confirming just how this year really is different for the consumer economy. It is merely the latest to testify for highly unusual weakness. Along with a sharp drop in credit card usage, the historically unusual decline in weekly worker earnings show exactly why there are four Prime Days this year.…
  continue reading
 
This wasn't supposed to happen. In fact, many said it was impossible up to and including central bank officials at the Federal Reserve. Yet, one of them, the head of the all-important New York branch, just released a report which say the market is taking ZIRP possibilities very seriously - and so should those at the highest levels of the Fed. Eurod…
  continue reading
 
The world is supposed to be all over the "sell America" trade, so why is it only this one key currency is? The thing is now sticking out like a sore thumb as more and more pile onto "sell America" here without any corroboration at all. Even FX modelers are confused by this insistence. What happens when everyone is on one side of a transaction under…
  continue reading
 
Is this the payback? The rate cuts aren't working and that can only mean more of them. The best current examples are to north and south of the US where rolling over has taken on a new sense of urgency, especially since both are, at the margins, a proxy for American demand. Eurodollar University's conversation w/Steve Van Metre ******* To sign up fo…
  continue reading
 
It was supposed to be one single out-of-control Wall Street bank. When authorities were forced to look into the matter, what they uncovered was a shocking. Not one but EVERYONE. Yet, after uncovering what was going on, the full astonishing scale, they never figured out WHY. And that was the whole thing, what the scandal said about a world that had …
  continue reading
 
To sign up for our webinar on July 10, follow the link below: https://event.webinarjam.com/channel/swaps Like last month, this June payroll report was taken one way in the mainstream while the details went entirely in the other direction. Headline was a beat and the unemployment rate stalled. Yet, the former was ironically a product of government j…
  continue reading
 
MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They’ll discuss everything from copper to the dollar to precious metals. https://bit.ly/3Gqe0Bt 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3TVQ1gu ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Chann…
  continue reading
 
There is something going on in the money system with collateral. We've been covering bills and the latest data sheds more light on what is likely happening. It is something we've seen many times before. That's not a good sign. Eurodollar University's Money & Macro Analysis ******* To sign up for our webinar on July 10, follow the link below: https:…
  continue reading
 
Fedex is a global bellwether for good reason. What the company said about the economic environment at the start of Q3 was...nothing. But in choosing not to forecast anything, the company said a lot especially given the evidence that has come piling up. We haven't seen consumer spending and incomes like this in America since 2020. That's not a typo.…
  continue reading
 
Big moves in yields, especially at the front. While twos are making a move on their own, it's the very front at the first-in-line bills that draws our attention. Steepening has been given a boost by some ugly recent data from right where it counts - incomes and spending. Eurodollar University's conversations w/Steve Van Metre ***** If you are in an…
  continue reading
 
AI shouldn't provoke fear and anxiety, it should raise expectations for regular 4-day workweek with 3-day weekends. Artificial Intelligence represents a potential major leap in labor productivity. The end result isn't a desolate hellscape which leaves everyone unemployed, it's instead something economics (small "e") is very familiar with. webinar l…
  continue reading
 
To sign up for our webinar on July 10, follow the link below: https://event.webinarjam.com/register/29/4yzg6cx2 It never was entirely tariff distortions. Everyone had tried to dismiss Q1 as an anomaly. Later revisions have instead shown there is indeed a shift happening among US consumers. Even Winnebago agrees and RVs are the canary for the canary…
  continue reading
 
MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss the equity market outlook, inflation, precious metals, the U.S. Dollar, and much more. https://bit.ly/3TJ6MLO 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3ZRPY90 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscrib…
  continue reading
 
The housing market keeps spitting out alarming signs of a growing bust. Sales are down huge, prices are actually falling - and that's the government's estimates. Most of all, this is directly connected to the economy and especially jobs. Eurodollar University's Money & Macro Analysis ****** If you are in any way interested in precious metals, you n…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play