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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

27:00

Reading AnalystDC: The Fed's Balance Sheet, Changes...

Eurodollar University ·

2021/10/19

AnalystDC looks back at how the US money market has evolved in 2021 so far by reviewing the Fed's balance sheet and considering where things could go from here for the Fed, large and small US banks as well as foreign bank offices. A reading, by Emil Kalinowski.----------WHO----------AnalystDC, the anonymous enjoyer of illiquid credit, bond posting and money markets. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic

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63:43

Safest Bank Balance Sheets in Three Generations [Ep....

Eurodollar University ·

2021/10/18

Dear Ladies and Gentlemen,Typically the show notes are loaded with information about the show, reference material and acknowledgement of the people that helped make the show. Unfortunately Episode 129 was damned by the Universe and came to us straight from Hades, Ring Four, Pit 03 (on the left). Thankfully all the content is there. But everything else, everything else that it takes to make the show was cursed by Podcast Deus. Everything went wrong, not just for me but for everyone

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14:00

Reading Robert Breedlove: Freedom, Truth, Love (plus...

Eurodollar University ·

2021/10/18

Freedom, Truth, and Love: three creative principles distinguished by uninhibited exchange. Is it any coincidence that voluntary exchange is essential to all three? A reading, by Emil Kalinowski.----------WHO----------Robert Breedlove, freedom maximalist. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.----------WHAT----------Freedom, Truth, and Love: https://bit.ly/3janbXL----------WHERE----------Robert's Substack:

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24:00

Reading Jeff Snider: US Bank Loans Shrinking in 2021...

Eurodollar University ·

2021/10/16

Bank balance sheets are expanding in 2021, which is great news if you believe credit is modern money. But a closer look reveals banks are PILING into the SAFEST assets while beating a RETREAT from loans (real economy money). We haven't seen this in three generations. A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.----------WHAT----------The

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15:00

Reading Roger Starr: A Kind Word About Money [Ep....

Eurodollar University ·

2021/10/15

Money, a necessary evil seems to be best compliment one can pay it. Starr argues that money, in a world of constraints and choices, helps identify price. And for all the kind words written about "value" let us consider the importance of "price" and spare a kind word about money. A reading, by Emil Kalinowski.----------WHO----------Roger Starr (1918-2001), editorial writer for the New York Times, military intelligence officer, New York City housing administrator. Read by Emil Kalinowski. Art

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14:00

Reading Jeff Snider: Metals Down vs. Oil Up [Ep. 126,...

Eurodollar University ·

2021/10/14

Oil prices are intentionally offered as Inflation Exhibit A, even though at best it is a lagging indicator. In 2008, 2011 and 2018 we saw metal prices turn south while oil kept heading north; oil incorrectly interpreting the economic setting each time. A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.----------WHAT----------Chip Shortages, Crude

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12:00

Reading The Fed Guy: Debt Ceiling Procedures [Ep....

Eurodollar University ·

2021/10/13

The Fed and Treasury have seen enough debt ceilings to develop a playbook that can be pieced together from past FOMC transcripts and Congressional subpoenas. A reading, by Emil Kalinowski.----------WHO----------Joseph Wang spent five years as the senior trader on the open markets desk at the Federal Reserve. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.----------WHAT----------Debt Ceiling Procedures:

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11:00

Reading George Friedman: China’s Economic Crisis,...

Eurodollar University ·

2021/10/12

George Friedman observes that China is embarking on a difficult socioeconomic transition. Paradoxically, the transition will cause observers to underrate the country's strength, in much the same manner as they presently overrate the nation. A reading, by Emil Kalinowski.----------WHO----------George Friedman of Geopolitical Futures. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.----------WHAT----------China’s Economic Crisis and

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22:00

Reading AnalystDC: The Fed's Standing Repo Facility...

Eurodollar University ·

2021/10/11

AnalystDC considers three developments in late-July 2021 that'll affect money markets for years to come: the Fed's Standing Repo Facility, the Group of Thirty recommendations and the Alternative Reference Rates Committte recommendations. A reading, by Emil Kalinowski.----------WHO----------AnalystDC, the anonymous enjoyer of illiquid credit, bond posting and money markets. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic

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81:54

The Volcker Myth [Ep. 122, Eurodollar University]

Eurodollar University ·

2021/10/11

PART 01: The US dollar is rising in value against a collection of currencies (except one). It's disconfirming evidence of sustainable economic recovery; it implies strained USD-funding. And there's still that one key, stable currency - unusually stable; suspiciously stable.PART 02: We review palladium, copper and iron ore - all metals and minerals that peaked in value in May (lumber too). Some commodities continue to rise in value, specifically energy. How do we reconcile the

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28:00

Reading Maroon Macro: A Trade Idea, Shorting CNH [Ep....

Eurodollar University ·

2021/10/09

An increased risk-off sentiment, resulting from the Evergrande drama - among several other factors, has perhaps increased the likelihood, as well as accelerated the timeline, of a CNY devaluation. 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 history. Read by Emil Kalinowski. Art by David

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10:00

Reading The Fed Guy: Wealth (Side)Effects [Ep. 120]

Eurodollar University ·

2021/10/08

An unprecedent increase in household wealth from housing, stocks and cryptocurrencies may have structurally changed the US labor market. The Fed, assuming no structural change, may be running the economy much hotter than they realize. A reading, by Emil Kalinowski.----------WHO----------Joseph Wang spent five years as the senior trader on the open markets desk at the Federal Reserve. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic

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27:00

Reading Michael Pettis: What Does an Evergrande...

Eurodollar University ·

2021/10/07

The impact of Evergrande has caused financial distress to spread faster than Beijing expected, putting pressure on regulators to move quickly to stop the contagion. But they cannot rescue Evergrande’s creditors without also undermining their fight against bad debt. A reading, by Emil Kalinowski.----------WHO----------Michael Pettis, Finance Professor at Peking University and Senior Fellow at Carnegie-Tsinghua Center. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines"

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19:00

Reading Jeff Snider: FOMC 'Let's make it up as we go...

Eurodollar University ·

2021/10/06

Jay Powell’s Fed portrays the economy in recovery mode and intends to taper monetary accommodation - yet the US dollar has been rising in value for months. Premature celebration? It reminds Jeff Snider of an episode in 2011 when the FOMC guffawed past the monetary graveyard. A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic

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11:00

Reading Jeff Snider: 1/3 of US, Canadian Small...

Eurodollar University ·

2021/10/05

Recent polling data from Alignable reveals a difficult small-business environment. Three regional Fed surveys confirm the softness. Is it merely the passing Delta-Covid? Or the labor-shortage? Will demand in 2022 be able to meet the oncoming wave of goods orders? A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.----------WHAT----------Revisiting

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14:00

Reading Jeff Snider: Revisiting 2019's Inventory...

Eurodollar University ·

2021/10/04

Like the bond market and the yield curve, the inventory situation is most often forward-looking. Powell is tapering and ignoring the potential of an inventory overhang, pretty much the same way as a few years ago. A reading, by Emil Kalinowski.----------WHO----------Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at Epidemic Sound.----------WHAT----------Revisiting The Last Overhang:

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76:00

Bonds, Treasury Bonds [Ep. 115]

Eurodollar University ·

2021/10/03

PART 01: US Treasury Bonds have lost a lot of value since August, and especially in the last weeks of September. Is it a taper tantrum? Are foreigners selling lousy Uncle Sam paper? Is it Armageddon (again)? No, this happens—incredibly—'every' August. But why?PART 02: Since 2011, the US Treasury 10-year bond peaks in value during the summer-to-autumn transition. Ignoring the economic context, whether positive or negative, bonds lose value. They lose value whether central banks are hawkish

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39:00

Reading Michael Pettis: Why the Bezzle Matters to the...

Eurodollar University ·

2021/10/02

The bezzle is the temporary gap between the perceived value of assets and long-term economic value. Economies at times systematically create bezzle, unleashing substantial economic consequences that economists have rarely understood or discussed. A reading, by Emil Kalinowski.----------WHO----------Michael Pettis, Finance Professor at Peking University and Senior Fellow at Carnegie-Tsinghua Center. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at Epidemic

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32:00

Reading the BIS: 70 Years of International Banking...

Eurodollar University ·

2021/10/01

The Bank for International Settlements summarizes the rise and fall of the offshore eurodollar system. Offshore banking, regulatory arbitrage, financial liberalization and financial innovation created the system, which expanded exponentially--at least until 2007. A reading, by Emil Kalinowski.----------WHO----------Robert McCauley, Patrick McGuire and Philip Wooldridge of the Bank for International Settlements. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at

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26:00

Reading Lyn Alden: Supply Chain Woes [Ep. 112]

Eurodollar University ·

2021/09/30

Lyn Alden's August newsletter focuses on the ongoing supply chain issues, inflation, and commodities. In many ways, the 2020s decade continues to mirror the 1940s in terms of fiscal policy, monetary policy, and de-globalization. A reading, by Emil Kalinowski.----------WHO----------Lyn Alden of Lyn Alden Investment Strategy. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at Epidemic Sound.----------WHAT----------Supply Chain Woes:

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1,370 results

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