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Eurodollar University
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Jeff Snider on monetary plumbing and the eurodollar system.

In the last 30 days, Eurodollar University produced 128 attributed ideas; most-discussed: AVGO.

28
Ideas · 7d
128
Ideas · 30d
672
Ideas · all time
137
Episodes
Names this show discusses most
30D
AVGO · 1
90D
AVGO · 1

Theses first heard here · 18

Strong PMI, retail data as panic buying front-runFIRST HEARD 21 SEP
Fed rate hikes on energy inflation fearsFIRST HEARD 13 SEP
Invest along the K-shaped economy's winnersFIRST HEARD 7 SEP
Credit cycle downswing as the key signalFIRST HEARD 7 SEP
Private credit as the new opaque junk marketFIRST HEARD 7 SEP
Latest attributed ideas · most recent first
19 OCTTODAYGas Stations Just Confirmed the Worst-Case Scenario for the Economy
Convenience store cuts signal consumer distress
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19 OCTTODAYGas Stations Just Confirmed the Worst-Case Scenario for the Economy
Retail sales strength masked panic buying
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19 OCTTODAYGas Stations Just Confirmed the Worst-Case Scenario for the Economy
Credit card debt paydown as recession signal
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19 OCTTODAYGas Stations Just Confirmed the Worst-Case Scenario for the Economy
Housing market poised to worsen
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19 OCTTODAYGas Stations Just Confirmed the Worst-Case Scenario for the Economy
Auto downsizing as a forced economic signal
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19 OCTTODAYGas Stations Just Confirmed the Worst-Case Scenario for the Economy
Inventory overhang risks manufacturing slump
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19 OCTTODAYGas Stations Just Confirmed the Worst-Case Scenario for the Economy
AI spending fails to offset macro weakness
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18 OCTYESTERDAYI've Never Seen Anything Like This… Until Now
Retail sales data massively revised downward
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18 OCTYESTERDAYI've Never Seen Anything Like This… Until Now
Consumer sentiment validated by data revisions
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18 OCTYESTERDAYI've Never Seen Anything Like This… Until Now
Systematic statistical bias toward overstatement
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18 OCTYESTERDAYI've Never Seen Anything Like This… Until Now
Real retail sales fell below weak 2010s trend
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18 OCTYESTERDAYI've Never Seen Anything Like This… Until Now
Bond market correctly anticipated economic weakness
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16 OCT3D AGOYou Won't Believe What Just Happened in the Bond Market
Bond market rejects inflation narrative
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16 OCT3D AGOYou Won't Believe What Just Happened in the Bond Market
Swap market separates Fed mistake from lower-rate destination
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16 OCT3D AGOYou Won't Believe What Just Happened in the Bond Market
Inflation driven by narrow energy shock
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16 OCT3D AGOYou Won't Believe What Just Happened in the Bond Market
Labor market not resilient, undermining inflation
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16 OCT3D AGOYou Won't Believe What Just Happened in the Bond Market
Smartphone demand destruction illustrates non-inflation
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16 OCT3D AGOYou Won't Believe What Just Happened in the Bond Market
AI infrastructure debt being questioned
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15 OCT4D AGOThe Private Credit Crisis Just Went Public...
CCC junk spreads signal credit cycle downturn
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15 OCT4D AGOThe Private Credit Crisis Just Went Public...
Leveraged loan price drop confirms credit stress
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15 OCT4D AGOThe Private Credit Crisis Just Went Public...
BDC sponsors shopping portfolios is a bearish signal
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15 OCT4D AGOThe Private Credit Crisis Just Went Public...
Private credit 'liquidity problem' narrative unraveling
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14 OCT5D AGOPaul Tudor Jones Just Issued a Terrifying Warning for 2027
Credit cycle downswing as the key signal
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14 OCT5D AGOPaul Tudor Jones Just Issued a Terrifying Warning for 2027
AI bubble built on unsustainable credit
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14 OCT5D AGOPaul Tudor Jones Just Issued a Terrifying Warning for 2027
Paul Tudor Jones shorting market in 2027
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14 OCT5D AGOPaul Tudor Jones Just Issued a Terrifying Warning for 2027
Broadcom CEO on AI casino and capital constraint
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14 OCT5D AGOPaul Tudor Jones Just Issued a Terrifying Warning for 2027
Narrow market breadth echoes dot-com danger
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14 OCT5D AGOPaul Tudor Jones Just Issued a Terrifying Warning for 2027
Two-speed economy as a precursor to slowdown
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12 OCT1W AGOOpenAI's Money Problem Is WAY Worse Than You Think
AI bubble echoes dot-com overcapacity and hype
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12 OCT1W AGOOpenAI's Money Problem Is WAY Worse Than You Think
Financial system's dangerous concentration in AI debt
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION
Eurodollar University: the ideas, ticker by ticker · Zortix