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PODCAST

Eurodollar University

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.

business investing

All Episodes

40:00

Reading Perry Mehrling: Where’s My Swap Line? [Ep....

Eurodollar University ·

2021/11/08

The past two decades have seen the construction of a tiered system of international liquidity provision, the first tier including those whose credit is sufficient for a swap line, the second tier including those who can offer acceptable collateral, and the third tier including everyone else. It is a global dollar system, with the Fed operating de facto as the global central bank providing international lender of last resort support to the system. It is a system created not so much by

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73:03

The Bonds, the Inflation and the CPI [Eurodollar...

Eurodollar University ·

2021/11/07

PART 01: An early-1950s US consumer buying-binge sent the Consumer Price Index soaring. Inflation!? No. It was a transitory supply/demand imbalance brought on by (geo)political factors. The bond market knew it and didn't overreact. And what about the Federal Reserve? They overreacted.PART 02: We review the 1950s, 1960s, 1970s, 2000s and 2010s to study how bond yields reacted to persistent and pervasive monetary expansion, stagnation and contraction as well as how bond markets handled

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26:00

Reading Lyn Alden: A Resurgence in Value [Ep. 149,...

Eurodollar University ·

2021/11/06

Lyn Alden's October newsletter focuses on value stocks compared to growth stocks and makes an argument for at least a mild resurgence of value performance. A reading, by Emil Kalinowski.----------WHO----------Lyn Alden of Lyn Alden Investment Strategy. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------A Resurgence in Value: https://bit.ly/3Cy3QHC----------WHERE----------Lyn's Website: https://www.lynalden.com/Lyn's

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11:00

Reading George Friedman: Sketching a 2022 Forecast...

Eurodollar University ·

2021/11/05

George Friedman begins to look ahead at ideas and geographies that will and will not matter in the year 2022: Covid, China, Russia, Europe, the Middle East, the United States and even the Caribbean. A reading, by Emil Kalinowski.----------WHO----------George Friedman of Geopolitical Futures. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------Forecasting Time: https://bit.ly/3pNMxPf----------WHERE----------George

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15:00

Reading Jeff Snider: When Nobody's Looking, Past...

Eurodollar University ·

2021/11/04

The September 2021 reading for America's new orders of durable goods shows stagnation / stalling. It is likely much worse but we won't know it for several years, not until the benchmark revisions are performed. We've seen this before, in 2018. And 2014. And 2012. Don't be surprised this time. A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic

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9:00

Reading Jeff Snider: US GDP Q3 2021 [Ep. 146,...

Eurodollar University ·

2021/11/03

The United States' third quarter is in the books - how did the economy do? A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------GDP Red Flag: https://bit.ly/2ZIBbBD----------WHERE----------Jeff's Alhambra Blog: https://bit.ly/2VIC2wWJeff's RealClearMarkets Essays: https://bit.ly/38tL5a7Jeff's Twitter:

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10:00

Reading Jeff Snider: Bond Markets Betting on Dis- &...

Eurodollar University ·

2021/11/02

How can anyone say there’s a dollar shortage and dramatically rising deflationary potential right now? Easy, actually. A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------Short Run TIPS, LT Flat, Basically Awful Real(ity): https://bit.ly/3bu4Y38----------WHERE----------Jeff's Alhambra Blog: https://bit.ly/2VIC2wWJeff's

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14:00

Reading Velina Tchakarova: The Quad Summit amid the...

Eurodollar University ·

2021/11/01

In September the leaders of Australia, India, Japan and the United States met to discuss, among other things, how to counter-balance the growing power of China in the Indo-Pacific. A reading, by Emil Kalinowski.----------WHO----------Velina Tchakarova is Director of the Austrian Institute for European and Security Policy in Vienna. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------The Quad Summit amid the Bifurcation of

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14:00

Reading JP Koning: MasterCard - Adult Content...

Eurodollar University ·

2021/10/31

Mastercard is compelling adult content providers to know their customer... and their content. If not, access will be withheld to payment processing. But Mastercard is an oligopolist, its censorship affects everyone. Is that proper? A reading, by Emil Kalinowski.----------WHO----------John Paul Koning believes thinking about money is more interesting than making money. He writes about monetary economics, economic history, finance, and fintech at his his Moneyness blog as well as for the

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20:00

Reading Nicholas Humphrey: Bugs & Beasts Before the...

Eurodollar University ·

2021/10/30

Medieval Europeans put animals on trial for various misdemeanors and felonies: murderous pigs sent to the gallows, sparrows prosecuted for chattering in church, a gang of thieving rats let off on a wholly technical acquittal. It was an act of rebellion against Chaos, an attempt to restrain the capricious Universe under human order. Is modern society more sophisticated? Or do we too attempt to assign order to Chaos when we mislabel it as "conspiracy" or "(in)competence"? A reading, by Emil

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13:00

Reading Jeff Snider: A Goods Supply SURPLUS!? Not a...

Eurodollar University ·

2021/10/29

There is a goods shortage on the store shelf, yes. But that does not mean there is a goods shortage - instead it is a warehousing and logistics problem. In fact, we may be facing a surplus of goods that's about to wash over the economy. A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------What *Seems* Inflation Now Is Something Else

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18:00

Reading Jeff Snider: Bonds Know What Inflation Is and...

Eurodollar University ·

2021/10/28

The US Treasury bond market has been correctly anticipating inflation, disinflation, deflation as well as transitory, non-money-related increases in consumer prices for decades. Decades. Maybe we should listen to them? A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Lepiten Falls" by Ooyy at Epidemic Sound.----------WHAT----------Do Bonds Accurately Price Inflation? Since Before Any of

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21:00

Reading Jeff Snider: Why Do We Think Inflation...

Eurodollar University ·

2021/10/27

Federal Reserve economist Jeremy Rudd's paper savages the use of inflation expectations in monetary econometrics. He lambasts the profession for producing "minimal direct evidence" and the "next-to-no-examination of alternatives". A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Maverick" by Ooyy at Epidemic Sound.----------WHAT----------The Asymmetry of Ineffective and Worthless QE:

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21:00

Reading Jeff Snider: 1970s Inflation vs. 2020s Price...

Eurodollar University ·

2021/10/26

Time travel to the early 1970s where we hear the Nixon Tapes, read memorandums, and study Congressional testimony to understand what the Federal Reserve knew, and when they knew it. Turns out they didn't know "money" then and they still don't today. A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.----------WHAT----------The Power of Money

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13:00

Reading Schopenhauer: Wealth, Poverty, the Nature of...

Eurodollar University ·

2021/10/25

Arthur Schopenhauer, in the essay "The Wisdom of Life", favors individual strength of will and independent, reasoned deliberation over the tendency to act on irrational impulses. In the third chapter he contemplates "property, or what a man has". A reading, by Emil Kalinowski.----------WHO----------Arthur Schopenhauer, the German philosopher. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.----------WHAT----------The Wisdom of

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64:00

The 2s/10s Treasury Spread 'Conundrum' [Ep. 136,...

Eurodollar University ·

2021/10/24

PART 01: The 'debate' in the US Congress about the debt 'ceiling' prevented the US Treasury Dept. from issuing UST Bills, the ultimate risk-free asset. This put serious stress on the Chinese currency. Now, with the 'debate' tabled till December, Beijing (and the world) are safe... for now.PART 02: The US Treasury yield curve IS NOT inverted and, therefore, is not signaling a recession warning. But IT IS warning that the Federal Reserve's reasoning to "taper" its quantitative easing program

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15:00

Reading JP Koning: Crypto Solution to MasterCard/Visa...

Eurodollar University ·

2021/10/23

Kratom is a legal stimulant but MasterCard and Visa refuse to process payments by kratom vendors. How do vendors work around this embargo? And should these two network oligopolies be allowed to decide which licit products they deal with? A reading, by Emil Kalinowski.----------WHO----------John Paul Koning believes thinking about money is more interesting than making money. He writes about monetary economics, economic history, finance, and fintech at his his Moneyness blog as well as for

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20:00

Reading Maroon Macro: The Bull Case for Decentralized...

Eurodollar University ·

2021/10/22

Maroon Macro has become cautiously optimistic about Decentralized Finance's (DeFi) potential to disrupt the traditional financial system. DeFi is extraordinarily elegant in the way in which it reenables elasticity in the machinery of exchange. A reading, by Emil Kalinowski.----------WHO----------Maroon Macro, an anonymous global macro hedge fund analyst who is partial to the University of Chicago and writes about the mechanics of the monetary system, financial plumbing, and economic

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18:00

Reading Michael Pettis: "Common Prosperity" vs. "Dual...

Eurodollar University ·

2021/10/21

Beijing knows it wants to discontinue the country’s existing, unsustainable growth model. The latest "Common Prosperity" policy will only shift domestic demand at the margins; a full-fledged rebalancing will require a more radical transformation. A reading, by Emil Kalinowski.----------WHO----------Michael Pettis, Finance Professor at Peking University and Senior Fellow at Carnegie-Tsinghua Center, specializes in Chinese financial markets, economic history, global capital flows and the

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25:00

Reading Matt Stoller: Will Monopolies Steal the...

Eurodollar University ·

2021/10/20

We tend to talk about infrastructure in terms of spending amounts. But infrastructure in a monopoly-dominated economy is not just about money, it's about who governs - monopolists, or the public? A reading, by Emil Kalinowski.----------WHO----------Matt Stoller is a fellow at the Open Markets Institute and advises policymakers on the problem of monopoly. He has lectured on competition policy around the world and his writing has appeared in various news media and publications. In 2019 he

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1,370 results

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