Zortix
Ask Zortix…⌘KSign in
Everything the podcasts said · one show
Eurodollar University
≈ 2–3 a week
Follow

Jeff Snider on monetary plumbing and the eurodollar system.

In the last 30 days, Eurodollar University produced 121 attributed ideas; most-discussed: AVGO.

21
Ideas · 7d
121
Ideas · 30d
665
Ideas · all time
136
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
18 OCTYESTERDAYI've Never Seen Anything Like This… Until Now
Retail sales data massively revised downward
Open in Zortix →
18 OCTYESTERDAYI've Never Seen Anything Like This… Until Now
Systematic statistical bias toward overstatement
Open in Zortix →
18 OCTYESTERDAYI've Never Seen Anything Like This… Until Now
Consumer sentiment validated by data revisions
Open in Zortix →
18 OCTYESTERDAYI've Never Seen Anything Like This… Until Now
Bond market correctly anticipated economic weakness
Open in Zortix →
18 OCTYESTERDAYI've Never Seen Anything Like This… Until Now
Real retail sales fell below weak 2010s trend
Open in Zortix →
16 OCT3D AGOYou Won't Believe What Just Happened in the Bond Market
Bond market rejects inflation narrative
Open in Zortix →
16 OCT3D AGOYou Won't Believe What Just Happened in the Bond Market
Swap market separates Fed mistake from lower-rate destination
Open in Zortix →
16 OCT3D AGOYou Won't Believe What Just Happened in the Bond Market
Inflation driven by narrow energy shock
Open in Zortix →
16 OCT3D AGOYou Won't Believe What Just Happened in the Bond Market
AI infrastructure debt being questioned
Open in Zortix →
16 OCT3D AGOYou Won't Believe What Just Happened in the Bond Market
Labor market not resilient, undermining inflation
Open in Zortix →
16 OCT3D AGOYou Won't Believe What Just Happened in the Bond Market
Smartphone demand destruction illustrates non-inflation
Open in Zortix →
15 OCT4D AGOThe Private Credit Crisis Just Went Public...
CCC junk spreads signal credit cycle downturn
Open in Zortix →
15 OCT4D AGOThe Private Credit Crisis Just Went Public...
BDC sponsors shopping portfolios is a bearish signal
Open in Zortix →
15 OCT4D AGOThe Private Credit Crisis Just Went Public...
Leveraged loan price drop confirms credit stress
Open in Zortix →
15 OCT4D AGOThe Private Credit Crisis Just Went Public...
Private credit 'liquidity problem' narrative unraveling
Open in Zortix →
14 OCT5D AGOPaul Tudor Jones Just Issued a Terrifying Warning for 2027
Credit cycle downswing as the key signal
Open in Zortix →
14 OCT5D AGOPaul Tudor Jones Just Issued a Terrifying Warning for 2027
AI bubble built on unsustainable credit
Open in Zortix →
14 OCT5D AGOPaul Tudor Jones Just Issued a Terrifying Warning for 2027
Paul Tudor Jones shorting market in 2027
Open in Zortix →
14 OCT5D AGOPaul Tudor Jones Just Issued a Terrifying Warning for 2027
Broadcom CEO on AI casino and capital constraint
AVGOOpen in Zortix →
14 OCT5D AGOPaul Tudor Jones Just Issued a Terrifying Warning for 2027
Narrow market breadth echoes dot-com danger
Open in Zortix →
14 OCT5D AGOPaul Tudor Jones Just Issued a Terrifying Warning for 2027
Two-speed economy as a precursor to slowdown
Open in Zortix →
12 OCT1W AGOOpenAI's Money Problem Is WAY Worse Than You Think
AI bubble echoes dot-com overcapacity and hype
Open in Zortix →
12 OCT1W AGOOpenAI's Money Problem Is WAY Worse Than You Think
Financial system's dangerous concentration in AI debt
Open in Zortix →
12 OCT1W AGOOpenAI's Money Problem Is WAY Worse Than You Think
AI's hollow boom fails to create economic jobs
Open in Zortix →
12 OCT1W AGOOpenAI's Money Problem Is WAY Worse Than You Think
Falling Treasury yields signal credit cycle risk
Open in Zortix →
12 OCT1W AGOOpenAI's Money Problem Is WAY Worse Than You Think
Market cap concentration forces AI exposure
Open in Zortix →
11 OCT1W AGOIron Is Warning Us About What's Coming in 2027
Iron as a broad indicator of weakening demand
Open in Zortix →
11 OCT1W AGOIron Is Warning Us About What's Coming in 2027
AI boom narrow, iron signals broad
Open in Zortix →
11 OCT1W AGOIron Is Warning Us About What's Coming in 2027
China's domestic demand collapse driving iron glut
Open in Zortix →
11 OCT1W AGOIron Is Warning Us About What's Coming in 2027
Strong dollar signals global financial caution
Open in Zortix →
Browse all shows →The weekly signal →Monthly attention report →Run this show? Claim this page →What Zortix will never do →
IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION