Advertise on podcast: Eurodollar University

Why didn’t the stock market crash? Yesterday’s election produced a radical change in the makeup of Congress. Democrats will take control of both the House and Senate in January, flipping seven Senate seats and winning at least 258 seats in the House. Democrats won Senate races in places such as Iowa, Kansas, Ohio, North Carolina, South Carolina, and Texas. They also flipped governorships in Texas, Georgia, Nevada, Ohio, and Iowa. This wasn’t a minor correction. It was an electoral earthquake. And the financial-market reaction was almost pure indifference. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- 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 out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Watch the replay of my last webinar to learn which warning signs to watch, and what they could mean for your portfolio.  https://youtube.com/live/6Jjc1zQc-Pw Get exclusive access to our webinar-only offer before it expires https://edu2.eurodollar.university/webinar --------------------------------------------------------------------------------- https://www.youtube.com/watch?v=ruUBr8odb7whttps://finance.yahoo.com/video/wall-street-reacts-blue-wave-163610682.htmlhttps://www.youtube.com/watch?v=rFM0dIFofsEhttps://www.youtube.com/watch?v=-TZkTTydtA8https://www.ms.now/the-weekend/watch/trump-touts-greatest-economy-we-ve-ever-had-despite-americans-economic-struggles-2510353987700https://www.ms.now/deadline-white-house/watch/trump-calls-affordability-a-democrat-scam-after-declaring-himself-the-affordability-president-2472534595970https://www.breitbart.com/politics/2026/11/03/exit-poll-88-say-cost-of-living-was-a-key-factor-in-their-vote/ https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.  You can find me here: https://bravais.social/profile/edu

Gold liquidated. Silver in the 40s. Iron. Steel. The Doctor. There is a consistent thread through all these developments. And it connects to the most important one of them all: the gasoline flip.  Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- Watch the replay of my last webinar to learn which warning signs to watch, and what they could mean for your portfolio.  https://youtube.com/live/6Jjc1zQc-Pw Get exclusive access to our webinar-only offer before it expires https://edu2.eurodollar.university/webinar --------------------------------------------------------------------------------- Two days after the midterms, I'm joining our good friends Dana Samuelson of American Gold Exchange and Brent Johnson of Santiago Capital for a live briefing on what the results mean for the dollar, the economy and gold. Dana has been reading these markets through many election cycles, and I'm looking forward to where the three of us agree and where we don't. Thursday, Nov 5, 7 PM ET. Live and free.Register: https://streamyard.com/watch/F6R7RJD3iuGG --------------------------------------------------------------------------------- https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.  You can find me here: https://bravais.social/profile/edu

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/Eq7EWES. Disclaimer: Upfront payment of $45 for 3-month 6 gigabyte plan required (equivalent to $15/mo.). New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See MINT MOBILE for details. Intel just suffered its worst trading day in more than half a century, wiping out nearly $140 billion in market value. And here’s the strange part: its data-center business grew almost 80% in a year. Not AI, the trouble is consumers.  It's becoming impossible to ignore. McDonald’s is preparing another value deal. Wendy’s is confronting a different crisis as one of its largest franchisees filed for Chapter 11 bankruptcy protection. Then there’s Walmart.  Eurodollar University's conversations w/Steve Van Metre ---------------------------------------------------------------------------------- Watch the replay of my last webinar to learn which warning signs to watch, and what they could mean for your portfolio.  https://youtube.com/live/6Jjc1zQc-Pw Get exclusive access to our webinar-only offer before it expires https://edu2.eurodollar.university/webinar --------------------------------------------------------------------------------- https://www.youtube.com/watch?v=pRZsVg7kLv4https://www.today.com/video/walmart-us-ceo-on-affordability-whether-it-will-use-dynamic-pricing-272392773540https://www.bloomberg.com/news/articles/2026-10-25/ai-provides-zero-payoff-to-s-p-493-outside-tech-apollo-economist-says?srnd=phx-economics-v2https://www.youtube.com/watch?v=kwbJg2Kt2qchttps://www.youtube.com/watch?v=53w2lTS1AlQhttps://www.youtube.com/watch?v=hKdeghlhtXohttps://abcnews.com/video/131681127/ https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.  You can find me here: https://bravais.social/profile/edu

Amazon just spent more than $77 billion on AI and saw $42.4b in cash OUTFLOWS. Alphabet has now lost more than $500b in market value following its largest one-day stock decline ever. Microsoft, meanwhile, is offering voluntary buyouts to more than one-quarter of its global workforce as it attempts to contain costs and fund its own massive AI investments. These aren’t weak, speculative startups. Yet even they are conserving cash, finding new forms of financing and forcing investors to confront spending commitments that seem to grow after every earnings report. Credit markets have noticed. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- 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 out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Watch the replay of my last webinar to learn which warning signs to watch, and what they could mean for your portfolio.  https://youtube.com/live/6Jjc1zQc-Pw Get exclusive access to our webinar-only offer before it expires https://edu2.eurodollar.university/webinar --------------------------------------------------------------------------------- https://www.bloomberg.com/news/articles/2026-10-30/tech-firms-debt-protection-costs-are-surging-on-profit-concerns?srnd=phx-industrieshttps://www.youtube.com/watch?v=_5zJLOI_74chttps://www.youtube.com/watch?v=hbD8XlrwN_whttps://www.youtube.com/watch?v=pJZ-ykYxN1Mhttps://www.youtube.com/watch?v=A-dxxTV1b_ohttps://www.youtube.com/watch?v=RdpG_BJ1ym0https://www.youtube.com/watch?v=A-dxxTV1b_ohttps://www.youtube.com/watch?v=0jU4nLhCeWYhttps://www.youtube.com/watch?v=tblanUooRQghttps://www.youtube.com/watch?v=wnEazOCvnSchttps://www.reuters.com/video/watch/idRW455330102026RP1/https://www.reuters.com/video/watch/idRW074516102026RP1/https://www.facebook.com/WorldNewsTonight/videos/tech-stocks-plunge-while-oil-companies-rake-in-huge-profit/1435869257948954/https://www.foxnews.com/video/6402875686112 https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.  You can find me here: https://bravais.social/profile/edu

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 was missing. That is the first clue. The second comes from the rest of Europe’s banks and what they are actually doing. And then there is France. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.  Reserve your spot:  https://go.eurodollar-university.com/oc12-8j42 --------------------------------------------------------------------------------- https://www.youtube.com/watch?v=jr7Cc6cIPxYhttps://www.youtube.com/watch?v=idj5zdQZJV0https://www.business.hsbc.com/en-gb/insights/global-economics-quarterly-running-out-of-gashttps://www.cnbc.com/video/2026/10/20/have-to-be-selective-with-data-center-investments-hsbc-ceo.htmlhttps://www.youtube.com/watch?v=3ZtifvwNY0Uhttps://www.ecb.europa.eu/stats/ecb_surveys/safe/html/ecb.safe202610.en.htmlhttps://www.foxnews.com/video/6407066219112https://www.bloomberg.com/news/videos/2026-10-26/does-france-answer-to-its-citizens-or-the-bond-market-videohttps://www.facebook.com/reel/3107441296129035https://www.bloomberg.com/news/articles/2026-10-27/french-consumer-confidence-hits-lowest-since-2013-after-riots https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.  You can find me here: https://bravais.social/profile/edu

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 largest equity-financing programs in history, to keep funding its AI expansion. And now we’ve learned that banks nearly backed away from a $63 billion financing package for Anthropic’s Broadcom chips and networking equipment. Think about what all of that means. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.  Reserve your spot:  https://go.eurodollar-university.com/oc12-8j42 --------------------------------------------------------------------------------- https://finance.yahoo.com/video/elon-musk-prediction-guppy-level-210840396.htmlhttps://finance.yahoo.com/video/elon-musk-predicts-many-neoclouds-will-experience-guppy-level-death-131438289.htmlhttps://www.reuters.com/video/watch/idRW325126102026RP1/https://www.youtube.com/watch?v=7tsqFCl298whttps://www.facebook.com/schwabnetwork/videos/meta-platforms-meta-announced-a-massive-equity-raising-plan-totaling-up-to-95-bi/1305754178299243/https://www.youtube.com/watch?v=dVciigPmRhEhttps://www.bloomberg.com/news/articles/2026-10-06/deeply-distressed-us-loans-rise-to-highest-level-since-pandemichttps://www.wsj.com/finance/broadcom-ceo-intervened-to-seal-63-billion-anthropic-debt-deal-c807754fhttps://finance.yahoo.com/technology/ai/articles/banks-reportedly-got-cold-feet-032746843.html https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.  You can find me here: https://bravais.social/profile/edu

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 major warning. JetBlue’s stock just plunged to its lowest level since the company went public in 2002. Then there’s Wizz Air. Faced with what it calls an “unprecedented” increase in fuel prices, the airline is cutting winter capacity and offering buyouts to pilots at its main UK base—because we don’t have layoffs in this incredibly resilient economy. But this story is much bigger than two vulnerable airlines. Eurodollar University's conversations w/Steve Van Metre ---------------------------------------------------------------------------------- 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 out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.  Reserve your spot:  https://go.eurodollar-university.com/oc12-8j42 --------------------------------------------------------------------------------- https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.  You can find me here: https://bravais.social/profile/edu

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. Private-credit funds restricted. Leveraged loans. CCC-rated bond spreads. Distressed borrowers. Yet investment-grade credit remained completely calm. High-quality corporate debt was supposedly safe, and therefore the broader financial system—and the stock market—had little to fear. That assumption is now being directly challenged. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- 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 out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.  Reserve your spot:  https://go.eurodollar-university.com/oc12-8j42 --------------------------------------------------------------------------------- https://www.bloomberg.com/news/articles/2026-10-22/rapid-junk-rout-amplifies-arini-s-losses-and-erases-sona-s-gainshttps://www.bloomberg.com/news/videos/2026-02-24/arini-cio-expects-defaults-disruption-in-credit-markets-videohttps://www.bloomberg.com/news/articles/2026-10-24/-total-meltdown-in-riskiest-debt-unnerves-market-credit-weekly https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.  You can find me here: https://bravais.social/profile/edu

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 with more capex and negative cash flow. Meta shares dropped more than 6%. Its bonds weakened relative to Treasuries. The price of credit protection on the company jumped to a record. And that was just the beginning of a big day in bond-land. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- 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 out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.  Reserve your spot:  https://go.eurodollar-university.com/oc12-8j42 --------------------------------------------------------------------------------- https://www.youtube.com/watch?v=s9p-SLVYPpQhttps://www.facebook.com/yahoofinance/videos/meta-has-about-825-billion-in-future-spending-commitments-according-to-its-lates/2493620397789783/https://www.facebook.com/schwabnetwork/videos/meta-platforms-meta-shares-are-lower-after-the-company-reported-earningsmarley-k/1672494064888338/https://www.youtube.com/shorts/bIpkmH9TKfk https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.  You can find me here: https://bravais.social/profile/edu

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 Griffin, head of Citadel, admits there are some bubbly behaviors in the space. We discuss the three big factors to watch as the bubble cycle continues to play out as if following the same script - because it is written by human nature.  Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.  Reserve your spot:  https://go.eurodollar-university.com/oc12-8j42 --------------------------------------------------------------------------------- https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.  You can find me here: https://bravais.social/profile/edu

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 the pandemic. The lowest since the National Association of Realtors began tracking the data in 2001. Worse than 2020. Worse than 2008. And pending sales are not the only housing indicator flashing red. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.  Reserve your spot:  https://go.eurodollar-university.com/oc12-8j42 --------------------------------------------------------------------------------- https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.  You can find me here: https://bravais.social/profile/edu

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 University's conversation w/Steve Van Metre ---------------------------------------------------------------------------------- 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 out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.  Reserve your spot:  https://go.eurodollar-university.com/oc12-8j42 --------------------------------------------------------------------------------- https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.  You can find me here: https://bravais.social/profile/edu

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 services—was erased from the data going all the way back to 2022. Gone. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- 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 out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.  Reserve your spot:  https://go.eurodollar-university.com/oc12-8j42 --------------------------------------------------------------------------------- https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.  You can find me here: https://bravais.social/profile/edu

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 inflation was once again declared the only story that mattered. Then the bond market rejected the entire narrative. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- 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 out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.  Reserve your spot:  https://go.eurodollar-university.com/oct9-fyrf --------------------------------------------------------------------------------- https://www.youtube.com/watch?v=-pTkZtZKLEshttps://www.reuters.com/business/retail-consumer/global-smartphone-shipments-record-worst-third-quarter-14-years-amid-memory-2026-10-12/https://www.youtube.com/watch?v=kwbJg2Kt2qc https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.  You can find me here: https://bravais.social/profile/edu

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 funds. And then we’re told the underlying loans are still performing, so there’s nothing broader to worry about. But that story is *badly* out of date. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- 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 out here: https://monetary-metals.com/snider ---------------------------------------------------------------------------------- Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your portfolio.  Reserve your spot:  https://go.eurodollar-university.com/oct9-fyrf --------------------------------------------------------------------------------- https://www.bloomberg.com/news/articles/2026-10-08/private-credit-firms-see-rare-growth-shortcut-with-bdcs-for-salehttps://www.bloomberg.com/news/articles/2026-10-13/australia-regulator-halts-another-credit-fund-amid-crackdownhttps://www.youtube.com/watch?v=g8EBfRk1rd0https://www.youtube.com/watch?v=w52HnELv4yQhttps://www.linkedin.com/posts/bloombergtelevision_goldman-ceo-solomon-sees-no-systemic-crisis-activity-7388840943484825600-1wVDhttps://www.youtube.com/watch?v=a9oq00DvS_4https://www.youtube.com/watch?v=Za6fD8_Kql8 https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.  You can find me here: https://bravais.social/profile/edu