Eurodollar University

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1. The Midterms Just Exposed How Bad It Really Is…

   5 november 2026 · 21 min

   Afspelen
   Why didn’t the stock market crash? Lees meer

   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

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   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

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   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

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   https://www.youtube.com/watch?v=ruUBr8odb7w
   https://finance.yahoo.com/video/wall-street-reacts-blue-wave-163610682.html
   https://www.youtube.com/watch?v=rFM0dIFofsE
   https://www.youtube.com/watch?v=-TZkTTydtA8
   https://www.ms.now/the-weekend/watch/trump-touts-greatest-economy-we-ve-ever-had-despite-americans-economic-struggles-2510353987700
   https://www.ms.now/deadline-white-house/watch/trump-calls-affordability-a-democrat-scam-after-declaring-himself-the-affordability-president-2472534595970
   https://www.breitbart.com/po…

2. WTF Is Happening to Gold, Silver and Gas?

   4 november 2026 · 27 min

   Afspelen
   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. Lees meer

   Eurodollar University's Money & Macro Analysis

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   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

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   https://www.eurodollar.university
   Twitter: 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

3. The US Consumer Is Just Broke (Here's the Proof)

   2 november 2026 · 22 min

   Afspelen
   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. Lees meer

   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

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   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=pRZsVg7kLv4
   https://www.today.com/video/walmart-us-ceo-on-affordability-whether-it-will-use-dynamic-pricing-272392773540
   https://www.bloomberg.com/news/articles/2026-10-25/ai-provides-zero-payoff-to-s-p-493-outside-tech-apollo-economist-says?srnd=phx-economics-v2
   https://www.youtube.com/watch?v=kwbJg2Kt2qc
   https://www.youtube.com/watch?v=53w2lTS1AlQ
   https://www.youtube.com/watch?v=hKdeghlhtXo
   https://abcnews.com/video/131681127/

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

   I’ll also be active on Bravais Social - a new AI-centered social network des…

4. The AI Bubble Is Now A Debt Disaster

   1 november 2026 · 19 min

   Afspelen
   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. Lees meer

   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-industries
   https://www.youtube.com/watch?v=_5zJLOI_74c
   https://www.youtube.com/watch?v=hbD8XlrwN_w
   https://www.youtube.com/watch?v=pJZ-ykYxN1M
   https://www.youtube.com/watch?v=A-dxxTV1b_o
   https://www.youtube.com/watch?v=RdpG_BJ1ym0
   https://www.youtube.com/watch?v=A-dxxTV1b_o
   https://www.youtube.com/watch?v=0jU4nLhCeWY
   https://www.youtube.com/watch?v=tblanUooRQg
   htt…

5. European Banks Just Did What They Do Before Every Crisis...

   29 oktober 2026 · 19 min

   Afspelen
   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. Lees meer

   And then there is France.

   Eurodollar University's Money & Macro Analysis

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   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

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   https://www.youtube.com/watch?v=jr7Cc6cIPxY
   https://www.youtube.com/watch?v=idj5zdQZJV0
   https://www.business.hsbc.com/en-gb/insights/global-economics-quarterly-running-out-of-gas
   https://www.cnbc.com/video/2026/10/20/have-to-be-selective-with-data-center-investments-hsbc-ceo.html
   https://www.youtube.com/watch?v=3ZtifvwNY0U
   https://www.ecb.europa.eu/stats/ecb_surveys/safe/html/ecb.safe202610.en.html
   https://www.foxnews.com/video/6407066219112
   https://www.bloomberg.com/news/videos/2026-10-26/does-france-answer-to-its-citizens-or-the-bond-market-video
   https://www.facebook.com/reel/3107441296129035
   https://www.bloomberg.com/news/articles/2026-10-27/french-consumer-confidence-hits-lowest-since-2013-after-riots

   https://www.eurodollar.university
   Twitter: 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

6. Elon Musk Warns Banks Have STOPPED Lending to AI Companies

   28 oktober 2026 · 18 min

   Afspelen
   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. Lees meer

   Think about what all of that means.

   Eurodollar University's Money & Macro Analysis

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   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.html
   https://finance.yahoo.com/video/elon-musk-predicts-many-neoclouds-will-experience-guppy-level-death-131438289.html
   https://www.reuters.com/video/watch/idRW325126102026RP1/
   https://www.youtube.com/watch?v=7tsqFCl298w
   https://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=dVciigPmRhE
   https://www.bloomberg.com/news/articles/2026-10-06/deeply-distressed-us-loans-rise-to-highest-level-since-pandemic
   https://www.wsj.com/finance/broadcom-ceo-intervened-to-seal-63-billion-anthropic-debt-deal-c807754f
   https://finance.yahoo.com/technology/ai/articles/banks-reportedly-got-cold-feet-032746843.html

   https://www.eurodollar.university
   Twitter: 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 on…

7. Airlines Just Sent a TERRIFYING Warning About the Economy

   26 oktober 2026 · 23 min

   Afspelen
   Has the energy shock finally gone far enough—and lasted long enough—to start breaking things across the markets and the economy? Lees meer

   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

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   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.university
   Twitter: 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

8. The Credit Cycle Just Flipped (The Stock Market Is Next)

   25 oktober 2026 · 21 min

   Afspelen
   Did the credit cycle just completely flip — so, are stocks next? Lees meer

   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-gains
   https://www.bloomberg.com/news/videos/2026-02-24/arini-cio-expects-defaults-disruption-in-credit-markets-video
   https://www.bloomberg.com/news/articles/2026-10-24/-total-meltdown-in-riskiest-debt-unnerves-market-credit-weekly

   https://www.eurodollar.university
   Twitter: 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 inte…

9. Something Very Bad Is Happening to Meta's Debt

   23 oktober 2026 · 21 min

   Afspelen
   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. Lees meer

   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-SLVYPpQ
   https://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.university
   Twitter: 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.

   Yo…

10. Anthropic Has $750 Billion in Commitments… and Just $17 Billion in Revenue

    22 oktober 2026 · 30 min

    Afspelen
    Head to https://gamma.yt.link/iEOnZo5 to check out GAMMA 5 and start designing today! Lees meer

    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.university
    Twitter: 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

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