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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 117 attributed ideas; most-discussed: JBLU, META, CRWV.

25
Ideas · 7d
117
Ideas · 30d
697
Ideas · all time
142
Episodes
Names this show discusses most
30D
JBLU · 1META · 1CRWV · 19984.T · 1AVGO · 1
90D
JBLU · 1META · 1CRWV · 19984.T · 1AVGO · 1

Theses first heard here · 21

Housing depression deepens on labor insecurityFIRST HEARD 19 OCT
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
Latest attributed ideas · most recent first
26 OCTYESTERDAYAirlines Just Sent a TERRIFYING Warning About the Economy
Fragile vs resilient economy illusion
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26 OCTYESTERDAYAirlines Just Sent a TERRIFYING Warning About the Economy
Energy shock breaking airlines first
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26 OCTYESTERDAYAirlines Just Sent a TERRIFYING Warning About the Economy
Bond market pricing airline distress
JBLUOpen in Zortix →
26 OCTYESTERDAYAirlines Just Sent a TERRIFYING Warning About the Economy
Demand destruction via 'not layoffs'
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26 OCTYESTERDAYAirlines Just Sent a TERRIFYING Warning About the Economy
K-shaped travel bifurcation
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26 OCTYESTERDAYAirlines Just Sent a TERRIFYING Warning About the Economy
TIPS market sees short-run inflation, long-run disinflation
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26 OCTYESTERDAYAirlines Just Sent a TERRIFYING Warning About the Economy
Credit spread divergence warning
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25 OCT2D AGOThe Credit Cycle Just Flipped (The Stock Market Is Next)
Credit stress moving up the quality ladder
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25 OCT2D AGOThe Credit Cycle Just Flipped (The Stock Market Is Next)
IG spread widening as a bridge to equities
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25 OCT2D AGOThe Credit Cycle Just Flipped (The Stock Market Is Next)
Historic CCC-IG spread gap must close
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25 OCT2D AGOThe Credit Cycle Just Flipped (The Stock Market Is Next)
Energy shock's disinflationary consequences
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25 OCT2D AGOThe Credit Cycle Just Flipped (The Stock Market Is Next)
Bank capital (AT1/CoCo) demand weakening
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23 OCT4D AGOSomething Very Bad Is Happening to Meta's Debt
Meta's negative cash flow questions AI financing
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
23 OCT4D AGOSomething Very Bad Is Happening to Meta's Debt
AI investment boom hits cash flow reality
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23 OCT4D AGOSomething Very Bad Is Happening to Meta's Debt
CoreWeave debt at distressed levels
SHOWS SPLIT11 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
23 OCT4D AGOSomething Very Bad Is Happening to Meta's Debt
Market sees energy as a tax, not 1970s inflation
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23 OCT4D AGOSomething Very Bad Is Happening to Meta's Debt
SoftBank hammered by leverage, AI exposure
ORIGINAL IDEAFIRST ON 9984.T IN 30 DAYS9984.TOpen in Zortix →
23 OCT4D AGOSomething Very Bad Is Happening to Meta's Debt
CCC junk spread blowout signals credit downturn
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22 OCT5D AGOAnthropic Has $750 Billion in Commitments… and Just $17 Billion in Revenue
AI bubble cycle follows human nature script
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22 OCT5D AGOAnthropic Has $750 Billion in Commitments… and Just $17 Billion in Revenue
Credit markets as the AI bubble's key constraint
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22 OCT5D AGOAnthropic Has $750 Billion in Commitments… and Just $17 Billion in Revenue
Watch credit for AI bubble regime change signals
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21 OCT6D AGOHome Sales Just Fell Below 2008 Levels… And It's Getting Worse
Housing depression deepens on labor insecurity
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21 OCT6D AGOHome Sales Just Fell Below 2008 Levels… And It's Getting Worse
Labor data revisions expose false resilience narrative
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21 OCT6D AGOHome Sales Just Fell Below 2008 Levels… And It's Getting Worse
Housing weakness amplifies broader economic downturn
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21 OCT6D AGOHome Sales Just Fell Below 2008 Levels… And It's Getting Worse
Rate cuts may not rescue housing amid weak labor market
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19 OCT1W AGOGas Stations Just Confirmed the Worst-Case Scenario for the Economy
Convenience store cuts signal consumer distress
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19 OCT1W AGOGas Stations Just Confirmed the Worst-Case Scenario for the Economy
Credit card debt paydown as recession signal
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19 OCT1W AGOGas Stations Just Confirmed the Worst-Case Scenario for the Economy
Retail sales strength masked panic buying
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19 OCT1W AGOGas Stations Just Confirmed the Worst-Case Scenario for the Economy
Inventory overhang risks manufacturing slump
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19 OCT1W AGOGas Stations Just Confirmed the Worst-Case Scenario for the Economy
Auto downsizing as a forced economic signal
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION