Eurodollar University

Jeff Snider
  • 4.4 (35)
  • INVESTING
  • UPDATED DAILY

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.

  1. BREAKING: Private Credit’s ‘Lehman Moment’ Just Happened

    2 HRS AGO

    BREAKING: Private Credit’s ‘Lehman Moment’ Just Happened

    Underscoring the global nature of private credit and the credit cycle, one of India’s biggest borrowers has announced it will be delaying principal and interest payments on one of its biggest junk bonds. And who are the primary owners of said bonds? Private credit funds like Cerberus and regulated institutions like Deutsche Bank. The specific bonds in question aren’t going to bring down either one, but the missed cash payments do highlight more behavior consistent with a shift in the cycle and what that means. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust.  To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below: https://www.eurodollar.university/webinar-offer ---------------------------------------------------------------------------------- Top Indian Private Credit Borrower Delays Paying 20.75% Bondhttps://www.bloomberg.com/news/articles/2026-04-24/india-s-shapoorji-gets-nod-to-delay-bond-days-before-maturity Jeffrey Gundlach Rips TCW Group Over Red Lobster ‘PIK Magic’https://www.bloomberg.com/news/newsletters/2026-04-18/jeffrey-gundlach-rips-tcw-group-over-red-lobster-pik-magic Bank of England Deputy Governor Warns of Private Credit Crunchhttps://www.bloomberg.com/news/articles/2026-04-22/private-credit-crunch-risk-spurs-boe-s-stress-test-breeden-says Traders Return to Fed Funds Wager That Surged During Repo Stresshttps://www.bloomberg.com/news/articles/2026-04-22/traders-return-to-fed-funds-trade-that-surged-during-repo-stress https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    20 min
  2. The Next 60 Days Will Change Everything

    2 DAYS AGO

    The Next 60 Days Will Change Everything

    The global economy is being set right up for a brutal summer, according to the latest incoming data. Manufacturing is up right now, but the faster it goes today the worse it is going to be in the coming months. Services, the majority of the economy, are starting to get crushed – Europe, for example, it just set a 62-month low. This is the same general setup as last year which fed right into job losses, contracting incomes, rising unemployment...and more Pringles.  Eurodollar University's Money & Macro Analysis ----------------------------------------------- What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place.  Ready to explore? Master monetary systems – past and future - with structure, clarity, and confidence. Visit https://eurodollar.university/membership ------------------------------------------------- SPG US PMIshttps://www.pmi.spglobal.com/Public/Home/PressRelease/8bdf1bb2dddf420e9c0e9d7e22f75c09 SPG EZ PMIshttps://www.pmi.spglobal.com/Public/Home/PressRelease/89d5df92554f42589275c1d9ddb5fde3 SPG Japan PMIshttps://www.pmi.spglobal.com/Public/Home/PressRelease/f65b1852016d49a5abde92a6b742f9bc https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    19 min
  3. EU Sends Huge Oil Warning That is Spreading To The Rest of The World

    3 DAYS AGO

    EU Sends Huge Oil Warning That is Spreading To The Rest of The World

    European consumer sentiment is in "free fall", in the European govt's own words. DHL’s CEO warned the world is heading for a quote tipping point – in other words, the race against time. Economic sentiment just crashed. Unemployment in places like Scandinavia has jumped while in the UK job losses have returned alongside the appearance of one of the worse labor market outcomes, the dropout.  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 ---------------------------------------------------------------------------------- DHL CEO Warns of ‘Tipping Point’ Risk If Oil Shortage Persistshttps://www.bloomberg.com/news/articles/2026-04-21/dhl-ceo-warns-of-tipping-point-risk-if-oil-shortage-persists European Union Flash Consumer Confidence April 2026https://economy-finance.ec.europa.eu/document/download/11ffc7fa-f14b-4ed7-a44c-2e45fa85fec5_en?filename=Flash_consumer_2026_04_en.pdf German Investor Outlook Drops to Worst Since 2022 on Iran Warhttps://www.bloomberg.com/news/articles/2026-04-21/german-investor-outlook-drops-to-worst-since-2022-on-iran-war Germany Halves 2026 Growth Forecast After Hit From Iran Warhttps://www.bloomberg.com/news/articles/2026-04-22/germany-halves-growth-forecast-for-2026-after-hit-from-iran-war https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    21 min
  4. The Strait of Hormuz Is Breaking the Global Dollar System

    3 DAYS AGO

    The Strait of Hormuz Is Breaking the Global Dollar System

    Countries REALLY don't want to go to DC and ask for a dollar swap line. One nation just did (according to WSJ) and it is one of the most critical redistribution centers in the eurodollar system. While the usual suspects go on about "dedollarization" and petroyuans, over here in the real world the consequences from lack of oil flow include a shortfall of dollars as much as oil. Eurodollar University Money & Macro Analysis U.A.E. Asks U.S. About a Wartime Financial Lifelinehttps://www.wsj.com/world/middle-east/u-a-e-asks-u-s-for-a-wartime-financial-lifeline-3f9ea3a0 Qatar Warns of ‘Huge’ Economic Fallout From War in Coming Monthshttps://www.bloomberg.com/news/articles/2026-04-15/qatar-warns-of-huge-economic-fallout-from-war-in-coming-months

    29 min
  5. OMG! Did You See What Just Happened in China

    5 DAYS AGO

    OMG! Did You See What Just Happened in China

    Interest rates in China’s bond market are aggressively declining, more at the short-term maturities. It’s a classic bond bull case, which means it isn’t bullish. The question is where this is coming from. Inside the country or outside? As if that wasn’t the only big signal, the Chinese government just did something that will have you shaking your head where it comes to consumer spending and retail sales data.  Eurodollar University's conversation w/Steve Van Metre In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you.  Visit https://eurodollaruniversity.substack.com https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    22 min
  6. Banks Just Started Dumping Private Credit onto Insurance Companies

    5 DAYS AGO

    Banks Just Started Dumping Private Credit onto Insurance Companies

    Banks are taking more steps to distance themselves from the growing private credit bust. They’re revaluing private credit assets that have been pledged to them as security for financing banks have provided to these shadow banks. I told you when JPM did it a month ago there would be others. Insurance companies are now really getting dragged into this mess, too, a double dose of Stage 2. 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 ---------------------------------------------------------------------------------- ACLI President and CEO David Chavern Responds to April 14th Financial Times Article on Private Credit https://www.acli.com/posting/acr26-003 Wall Street banks start trading derivatives to bet on pain in private credithttps://www.ft.com/content/54076a09-7a66-44f3-8e70-343f6d601e50?syn-25a6b1a6=1 https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    21 min
  7. New IRS Tax Return Data Shows People are COMPLETELY Out Of Money

    17 APR

    New IRS Tax Return Data Shows People are COMPLETELY Out Of Money

    The good news is the IRS is reporting about a 10% rise in average income tax refunds. However, the initial data is showing most Americans are just not spending the windfall. Understandably, they’re either saving the money or more often paying down debt. Those are certainly positive in their own way, helping struggling taxpayers repair their own fiscal balance sheets after years of limited income growth and jobs, but from the broader economic perspective it’s not what was hoped.   Eurodollar University's Money & Macro Analysis -------------------------------------------------------In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you.  Visit https://eurodollaruniversity.substack.com------------------------------------------------------- Did the 2008 Tax Rebates Stimulate Spending?https://pmc.ncbi.nlm.nih.gov/articles/PMC3522430/ Tax Refund Splurge for Many Americans Is Paying Down Debthttps://www.bloomberg.com/news/articles/2026-04-16/higher-2026-tax-refunds-help-us-households-pay-down-credit-card-student-debt https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    21 min
  8. IMF Just Warned The Oil Crisis Will Push World Toward An Economic Meltdown

    16 APR

    IMF Just Warned The Oil Crisis Will Push World Toward An Economic Meltdown

    The IMF is getting nervous. Nervous to the point its chief economist just said the world is already drifting toward their newly minted adverse scenario. What does that mean? It means a collision course with the point of no return. And that point of no return is much closer than you’d think given how the world was in bad shape before the energy shock showed up. The difference between fragile and resilient makes all the difference.  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 ---------------------------------------------------------------------------------- https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    21 min
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Hosts & Guests

4.4
out of 5
35 Ratings

About

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.

Information

  • Creator
    Jeff Snider
  • Years Active
    2020 - 2026
  • Episodes
    1.4K
  • Rating
    Clean
  • Copyright
    © 2026 Jeff Snider
  • Show Website
    Eurodollar University

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