Podcasts about monetary metals

The most important number in private credit right now is not a default rate. It's not a dividend yield or the size of the market. It's **16.8%**. That is how much of Apollo Debt Solutions' outstanding shares investors asked the firm to buy back in the second quarter. The reason that number is such a big deal is because last quarter, redemption requests were already high at around **11%**.So this is not fading or stabilizing. The bust is accelerating.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----------------------------------------------------------------------------------Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning PointIt isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. Sunday, June 28 @ 5:30pm ET. Sign up below. https://webinar.eurodollar-university.com/home----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'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

Peter Schiff warns the bubble is popping as crypto leads the decline, while the bond market faces another breakdown with the 10-year potentially breaking above 5%. He emphasizes inflation is a choice—all Fed chairs chose it, and Warsh will too despite tough talk, because the alternative is politically unacceptable. He reveals the May deficit surged 30% while interest expense jumped 44%, with annual interest payments now hitting $1.6 trillion and will be $2 trillion by next year. Schiff identifies Japan as a looming harbinger with 250% debt-to-GDP, yields climbing above 4%, and the yen collapsing below 160 with potential for another 30-50% decline. His end game thesis: the US dollar loses reserve currency status, US assets get repriced down, and he's positioning to "have all the chips" at the finish line. Gold's pullback from $5,600 to $4,200 is a "buy the rumor, sell the fact" move, while silver at $65 is headed to $200 and Bitcoin at $64,000 should be sold. GDP growth is an illusion created by faulty deflators that understate inflation; the economy hasn't really expanded, just become more expensive, and stagflationary depression is locked in.Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. kalshi.com/julia Monetary Metals - learn more at https://www.monetary-metals.com/julia/Links:https://x.com/PeterSchiffhttps://www.youtube.com/@peterschiffTimestamps: 0:00 Intro and welcome Peter Schiff 00:50 Air coming out of bubble 1:16 Markets too complacent on inflation risks1:45 Warsh has a problem - Hike or no hike, both bad3:36 Inflation is a choice - All Fed chairs chose it5:11 Warsh will choose inflation despite tough talk5:24 Bond market breakdown coming - 10-year to 5%, 30-year to 5.5-6%7:42 May deficit up 30%, interest expense up 44%8:13 Interest payments $1.6 trillion/year, will be $2 trillion next year9:39 Government spending up 50% since COVID, taxes reduced10:57 Inflation is hidden tax - Government prefers it11:52 Iran war costs through inflation, not direct taxation13:49 Wealth tax - Slippery slope, will hit middle class eventually19:56 Japan crisis - Debt to GDP 250%, yen collapsing below 16020:29 Japanese bond yields at 4% on 30-year, rising fast21:45 Japan could sell $1 trillion in US treasuries24:41 Japan harbinger for US crisis24:54 Treasury Secretary Paulson says crisis inevitable27:18 Gold warning sign - Pullback to $4,200 from $5,600 normal29:24 Silver at $65, headed to $20032:39 Stock market at highs but economy worse than Biden36:56 GDP illusion - Deflator too low, just prices not growth39:48 End game - Dollar won't be reserve currency40:40 Playing for end game, wants all chips at finish43:31 Contrarian predictions - Higher rates, higher oil, higher gold44:30 Japan crisis first domino, then dollar next45:01 Summary - Stagflation and end game thesis

Vice President JD Vance is returning from the Swiss Alps having concluded the opening phase of the Iran talks with a view to achieving a peace deal. Are critics right to claim that the whole war has been a humiliation for America? Freddy Gray speaks to Stanford Professor Victor Davis Hanson about MAGA foreign policy, the midterms, why oil is so important to the American voter & the right wing realignment in Latin America. Learn how to earn yield on gold, paid in gold, at Monetary-Metals.com/AmericanoBecome a Spectator subscriber today to access this podcast without adverts. Go to spectator.co.uk/adfree to find out more.For more Spectator podcasts, go to spectator.co.uk/podcasts.Contact us: podcast@spectator.co.uk Hosted on Acast. See acast.com/privacy for more information.

Something very strange is happening in global markets and in particular one key eurodollar signal that hardly anyone pays much attention to. Everywhere you look, investors are acting like the party is back on. U.S. stocks are surging. Tech stocks are ripping. Semiconductors are 1999-ing it right now. But then there is Hong Kong. Its main stock index, the Hang Seng is not joining the celebration. It's going in the opposite direction and has for some time now. That's big because HK is a major Asian money center for not just mainland China. 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----------------------------------------------------------------------------------Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning PointIt isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. Sunday, June 28 @ 5:30pm ET. Sign up below. https://webinar.eurodollar-university.com/home----------------------------------------------------------------------------------China's $300 Billion Pile of Bad Consumer Debt Threatens Economyhttps://www.bloomberg.com/news/articles/2026-06-17/china-s-economy-recovery-threatened-by-300-billion-in-bad-consumer-debtChina's Tilt to Bonds From Loans Gives PBOC Broader Easing Toolhttps://www.bloomberg.com/news/articles/2026-06-18/china-s-tilt-to-bonds-from-loans-gives-pboc-broader-easing-toolhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'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

Freddy is joined by Ken Silva, Author of 'The Trump Assassination Plots' and Editor of Headline USA. They discuss the mysteries around Trump's assassins, how they came so close to killing him, and whether or not it was an inside job.Learn how to earn yield on gold, paid in gold, at Monetary-Metals.com/AmericanoBecome a Spectator subscriber today to access this podcast without adverts. Go to spectator.co.uk/adfree to find out more.For more Spectator podcasts, go to spectator.co.uk/podcasts.Contact us: podcast@spectator.co.uk Hosted on Acast. See acast.com/privacy for more information.

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityClive Thompson sees a lot of upside ahead for silver, both the metal and the miners, and he breaks down the main catalysts he sees driving the sector, along with revealing his top 4 silver mining stocks that he believes will outperform up ahead.Join the First LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caClive Thompson's Website: https://clivethompson.comLittle Trot Book Series: https://amzn.eu/d/06PQsYasJoin the LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Private credit is changing again. And this time, the story is not just that investors are still trying to pull money out. That is still happening, of course, with BlackRock the latest name too see a huge run. But now there is another problem. It is not only that current investors want out. It is that new investors aren't coming in. That is a much bigger shift.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----------------------------------------------------------------------------------Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning PointIt isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. Sunday, June 28 @ 5:30pm ET. Sign up below. https://webinar.eurodollar-university.com/home----------------------------------------------------------------------------------Private Equity Faces Reckoning With Struggle to Clear Buyout Backloghttps://financialpost.com/pmn/business-pmn/private-equity-urged-to-capitulate-to-clear-buyout-backlogPrivate credit boom cools as lending, flows slow sharplyhttps://www.reuters.com/legal/transactional/private-credit-boom-cools-lending-flows-slow-sharply-2026-06-05/Investors choosier about private markets after turbulence, say pension fund advisershttps://finance.yahoo.com/markets/stocks/articles/investors-choosier-private-markets-turbulence-134931562.htmlMorningstar Report Finds Semiliquid Fund Market Nears $600 Billion as Private Credit Loses Steamhttps://newsroom.morningstar.com/news/news-details/2026/Morningstar-Report-Finds-Semiliquid-Fund-Market-Nears-600-Billion-as-Private-Credit-Loses-Steam/default.aspxEssentials of Private Equityhttps://www.blackstone.com/pws/essentials-of-private-equity/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'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/eduhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

In this episode, Danielle DiMartino Booth, CEO of QI Research and former Fed insider, gives Kevin Warsh a 9 out of 10 on his first FOMC meeting and press conference, saying "it sounds like he's fed up too" after witnessing a dramatic departure from Powell's approach. Warsh delivered a remarkably short statement (140 words vs Powell's 341 words), removed the dot plot entirely ("show don't tell"), eliminated forward guidance, and created five task forces including communications overhaul, data exploration, and inflationary frameworks review. Danielle was thrilled he's revisiting the arbitrary 2% inflation target, moving away from core PCE (which she calls "a bunch of BS" because stock market gains inflate the metric), and exploring trim mean inflation instead. Warsh went to a grocery store asking people if Fed policy actually helps with gas, beef, and egg prices—demonstrating he understands Fed policy cannot address supply-driven inflation. He called non-farm payroll data "echoes of history" and demanded accountability, slamming the NBER for being "derelict in their duty" to call recessions when bankruptcy filings are up 38% year-over-year and personal bankruptcies surged 8%. Danielle warns the market is "calling his bluff" after today's sell-off, notes no junk bonds have been sold in 41 days signaling credit stress, and says to watch the MOVE index and credit spreads closely as the next tell. She's cautiously optimistic but "wait and see," drawing comparisons to Powell's 2018 pivot when he reversed course after market pain. Warsh managed a unanimous vote despite the aggressive reform agenda.Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. https://www.kalshi.com/julia Monetary Metals - learn more at https://www.monetary-metals.com/julia/Links: Danielle's Twitter/X: https://twitter.com/dimartinobooth Substack: https://dimartinobooth.substack.com/ YouTube: https://www.youtube.com/@DanielleDiMartinoBoothQIFed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655Timestamps: 0:00 Introduction - Fed day with Danielle DiMartino Booth 1:37 Statement very short - 140 words vs Powell's 341, "fed up too"2:14 No forward guidance, removed dot plot - "show don't tell"3:13 Warsh strategic approach - "I'm going to fix this broken institution"5:20 Five task forces including communications and inflationary frameworks7:48 Revisit 2% inflation target - Arbitrary and unnecessary14:10 Rate cuts - most traders on Kalshi expect zero16:57 Markets lower today, Wall Street calling his bluff17:51 Bankruptcies up 38.4% year over year, personal up 8%19:00 NBER derelict in recession calling - Should have called 202524:43 Non-farm payroll data unreliable until third revision - "echoes of history"26:09 Financial markets work best reacting to real data, not Fed speak27:20 Overall impression 9 out of 10, cautiously optimistic29:15 Watch MOVE index and credit spreads for next signal30:00 Warsh got unanimous vote - Corralled all governors

Most people think they understand the dollar. When the dollar goes up, they think that means America is strong. Good economy. Good policy. Maybe the Federal Reserve is doing a good job and investors are “choosing America.” And when the dollar goes down, they think that must be bad. Inflation. Debasement. Money printing. The end of dollar dominance and the famous “dollar doom” story. But what if those are completely backwards?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----------------------------------------------------------------------------------Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning PointIt isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. Sunday, June 28 @ 5:30pm ET. Sign up below. https://webinar.eurodollar-university.com/home----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'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/eduhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, warns the market is exhibiting all the markings of late stage using a Warren Buffett 1999 quote: "when you get to the point where every single thing that people do, any kind of strategy is up in the market...you're probably toward the end." He describes it as a "lemmings market" where followers are piling in, notes IPOs are bursting (90% lose money over 135 years), and reveals the Mag 7 is mostly down since November with only semiconductors rallying. Oakley warns baby boomers are "brain dead" and way over-invested in stocks at historic highs as a percentage of assets—if a bear market hits like 2000-2003 (down 55%), they lack the liquidity to sustain their lifestyle during down years. He's adding back gold after it corrected from $5,500 to $4,000, buying copper and natural gas as plays on AI infrastructure needs, and positioning for a commodity supercycle in early innings driven by countries hoarding raw materials. Oakley reveals energy is "dramatically cheap" with 6-8% dividends, oil reserves are depleted, and he's building a "well to the end" strategy with producers and pipelines that "can't be replaced"—like railroads. He explains gold is becoming the new currency reserve as countries dump treasuries for gold, warns private credit is a blowup risk at 11.75% rates, and emphasizes that for SpaceX windfall employees, they should take money off the table and ice enough for life. His parting advice: stick with your principles and don't let the hype throw you off.Thank you to our sponsor Monetary Metals. Learn more at https://www.monetary-metals.com/julia/Links:Oxbow Advisors: https://oxbowadvisors.com/YouTube: https://www.youtube.com/@OxbowAdvisorsX: https://x.com/Oxbow_AdvisorsBook: https://www.amazon.com/Second-Generation-Wealth-What-Want/dp/1966629168Timestamps: 0:00 Opening and introduction1:23 Market assessment 2:40 IPOs3:49 Late stage market indicators 7:14 Added back gold after trimming early year, mining stocks down 30%8:05 Copper and natural gas needed for AI infrastructure8:25 Companies on fundamentals, not macro chasing11:16 Next 10 years commodity-based market12:51 Commodity supercycle early innings18:54 Energy thesis21:47 Gold thesis - Currency reserve replacing treasuries28:30 Bifurcated economy29:18 Baby boomers way overinvested32:30 Everybody's in market more than any time37:25 Biggest risk - Government nobody believes in39:53 Private credit issue 42:24 SpaceX windfall employees - Take some off table44:07 Parting thoughts - Stick with your principles

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityMelody Wright thinks something is deeply wrong with the official data on markets, the economy, and real estate being presented to the public and she believes the real story is far worse than the narratives we're being fed. Melody sees a series of major crises emerging in the bond, housing, and stock markets and when statistical illusions collide with the truth of our current situation, the end result could be catastrophic for the middle class.Sign up for the LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caM3_Melody Substack: https://m3melody.substack.comFollow Melody on X: https://x.com/m3_melodyJoin the LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Freddy is joined by Daniel McCarthy, US columnist for The Spectator and the editor of Modern Age: A Conservative Review. They discuss the US-Iran peace deal, whether a lasting peace is possible in the region, and what's at stake for Iran and leaders in the Persian Gulf.Learn how to earn yield on gold, paid in gold, at Monetary-Metals.com/Americano Hosted on Acast. See acast.com/privacy for more information.

Freddy is joined by Daniel McCarthy, US columnist for The Spectator and the editor of Modern Age: A Conservative Review. They discuss the US-Iran peace deal, whether a lasting peace is possible in the region, and what's at stake for Iran and leaders in the Persian Gulf.Learn how to earn yield on gold, paid in gold, at Monetary-Metals.com/AmericanoBecome a Spectator subscriber today to access this podcast without adverts. Go to spectator.co.uk/adfree to find out more.For more Spectator podcasts, go to spectator.co.uk/podcasts.Contact us: podcast@spectator.co.uk Hosted on Acast. See acast.com/privacy for more information.

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityLynette Zang draws striking parallels between the Great Depression and the situation we're in today and she believes that if things don't change fast, this crash will be worse, and it's all by design. Lynette explains why gold and silver are the only way to protect ourselves from the fallout ahead and how we can unite to fight back against the corrupt political elites orchestrating this crisis.Join the First LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caZang International: https://www.zangintl.comLynette's Youtube channel: https://www.youtube.com/@ZangIntlFollow Lynette on X: https://x.com/TheLynetteZangJoin the LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

What Is a Credit Cycle — and Where Are We in It? These are questions that keep coming up with everything that's happening in…the credit market. Not just private credit and shadow banks, but thinking more broadly. Those are where all the downside signals are strongest and where all the excitement is right now. But credit cycles go beyond one sector's garbage lending and cockroach production. 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----------------------------------------------------------------------------------Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning PointIt isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. Sunday, June 28 @ 5:30pm ET. Sign up below. https://webinar.eurodollar-university.com/home----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityMatthew Piepenburg is seeing major issues in the bond market that he thinks are causing it to snap and when credit takes a dive, he expects a contagion to spread to the Mag 7 and overvalued broad market that could spell disaster for investors in those sectors. The light in this darkness are gold and silver, and he thinks holding physical precious metals will be the lifeline to potentially save you from the crisis ahead.Sign up for the LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caVon Greyerz: https://vongreyerz.goldJoin the LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

About five years ago, Ian Simpson rang James out of the blue and anonymously blew his mind with information so extraordinary James wished it had been on a podcast. Now, finally, Ian got in touch again - and you can hear for yourself. On the menu: chemtrails; who really, REALLY runs the world; the boat invasion from Calais; how to get rich quick; how he was nearly bumped off by his ex-girlfriend. Ian's websites are Look-Up.org.uk and Stoptheinvasion.uk ↓ ↓ ↓ ↓ Monetary Metals is providing a true alternative to saving and earning in dollars by making it possible to save AND EARN in gold and silver. Monetary Metals has been paying interest on gold and silver for over 8 years. Right now, accredited investors can earn 12% annual interest on silver, paid in silver in their latest silver bond offering. For example, if you have 1,000 ounces of silver in the deal, you receive 120 ounces of silver interest paid to your account in the first year. Go to the link in the description or head to https://monetary-metals.com/delingpole/ to learn more about how to participate and start earning a return on honest money again with Monetary Metals. ↓ ↓ How environmentalists are killing the planet, destroying the economy and stealing your children's future. In Watermelons, an updated edition of his ground-breaking 2011 book, JD tells the shocking true story of how a handful of political activists, green campaigners, voodoo scientists and psychopathic billionaires teamed up to invent a fake crisis called ‘global warming'. This updated edition includes two new chapters which, like a geo-engineered flood, pour cold water on some of the original's sunny optimism and provide new insights into the diabolical nature of the climate alarmists' sinister master plan. Purchase Watermelons by James Delingpole here: https://jamesdelingpole.co.uk/Shop/ ↓ ↓ ↓ Buy James a Coffee at: https://www.buymeacoffee.com/jamesdelingpole To support independent, no-holds-barred journalism and gain first and full access to all James's content, subscribe directly at https://jamesdelingpole.co.uk x

We're used to seeing this kind of thing out of the payroll reports, but I don't think anyone really expected this. Red flags are up all over the May data, coming from all sides. Not the least of which is the context behind all the big problems in the numbers. When dollar stores complain that consumers are no longer able to buy food from dollar stores, you know everything is really out of whack. Eurodollar University's conversation w/Steve Van Metre----------------------------------------------------------------------------------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----------------------------------------------------------------------------------US Small Business Hiring Plans Drop to Lowest Since May 2020https://www.bloomberg.com/news/articles/2026-06-04/us-small-business-hiring-plans-drop-to-lowest-since-may-2020Five Below Slides After Profit Beat as Retailer Flags Consumer Hit Over Oil High Priceshttps://www.bloomberg.com/news/articles/2026-06-03/five-below-slides-after-profit-beat-as-retailer-flags-caution-over-consumerhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'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

In this episode of The Wrap, Chris Whalen reveals an "explosive" John Dizard interview dropping next week on rationing of synthetic lubricants for turbines and hybrid cars before the midterms, while the Trump administration stays blind to the supply crisis from destroyed Persian Gulf refineries. Markets are already processing the damage, but the Trump admin lacks the organization to prepare Americans for coming energy rationing and diesel shortages. Whalen argues the Fed is "powerless" against external war-driven shocks, yet double-digit inflation is "locked in" for certain categories. He's taking profits on AI stocks (AMD, ARM) after 150-200% gains, bought back into Chevron, and declares Bitcoin "toast" as the crypto bubble bursts. He warns communities blocking data center projects will become "very significant negatives" for AI, and describes the current market as "manic"—driven purely by Fed Covid cash into AI stocks as people chase shiny objects rather than value. Monetary-Metals.com/julia Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  The Wrap: https://www.theinstitutionalriskanalyst.com/post/theira852Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen    Use the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricingTimestamps:0:00 Intro and welcome 01:00 Markets this week - Tech hit hard, gold erased gains, Bitcoin crushed4:02 John Dizard interview - Rationing synthetic lubricants before midterms5:30 Trump admin blind to crisis, needs WWII-level mobilization7:58 Suppliers already rationing, July/August shortages pronounced10:41 Double-digit inflation locked in, Fed powerless against external shocks11:58 Taking profits on AI - Sold AMD, ARM, back into Chevron13:19 Fed doesn't understand financial markets or mortgage servicing14:40 Bond spreads tight - Scarcity of quality assets17:28 Bill Pulte as Acting Director of National Intelligence - Political payback20:20 Trump shoots from hip, alienating Republicans, can't get anything done21:02 Kevin Warsh quote - 3% inflation destroys economies22:10 Gold erased 2026 gains - Higher rates, Bitcoin collapse23:48 Bitcoin toast - BlackRock selling, crypto bubble burst25:19 Manic market not driven by value, chasing AI26:00 Communities blocking data center projects - Politics killing AI27:07 Bubble driven by Fed Covid cash flood28:43 Parting thoughts - Fishing in Maine, Dizard interview next week

Blackstone's flagship private credit fund just did something it had never done before. Investors tried to pull out about 10% of the fund's shares. Blackstone finally and for the first time ever said, NO. The $79 billion Blackstone Private Credit Fund, known as B-CRED, told shareholders it would only allow 5% of shares to be redeemed. And this is where the story gets uncomfortable.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----------------------------------------------------------------------------------Blackstone's BCRED Caps Redemptions After Investors Seek 10%https://www.bloomberg.com/news/articles/2026-06-04/blackstone-bcred-joins-private-credit-funds-limiting-redemptionsAres' Jacobson Slams ‘Disconnect' Over Private Credit Headlineshttps://www.bloomberg.com/news/articles/2026-06-04/ares-jacobson-slams-disconnect-over-private-credit-headlinesPrivate Credit's Reckoning Is Written in the ‘Laws of Physics'https://www.bloomberg.com/news/articles/2026-06-03/private-credit-s-reckoning-is-written-in-the-laws-of-physicsAres Owed $547 Million After Collapse of Textor's Eagle Footballhttps://www.bloomberg.com/news/articles/2026-06-03/ares-owed-547-million-after-collapse-of-textor-s-eagle-footballhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'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

Stijn Schmitz welcomes Francis Hunt back to the show. Francis Hunt is known as a Renegade Trader, Analyst, and Founder of The Market Sniper. Hunt observes that the South Korean KOSPI index has surged an extreme 291% in just over a year, driven almost entirely by two stocks—Samsung and SK Hynix—amid the AI boom. This narrow advance mirrors the concentrated gains in the NASDAQ but is even more pronounced. Despite the export revenues from these tech giants, the Korean won is weakening, which Hunt attributes to foreign investors withdrawing profits and domestic retail investors piling in on record margin, a classic “Shushan boy” setup. He believes a currency crisis looms for South Korea, exacerbated by higher energy import costs that deplete dollar reserves. These energy cost pressures are part of a broader stagflationary environment that Hunt argues is intentionally manufactured. He contends stagflation enriches billionaires who hold assets while impoverishing the middle class and blue-collar workers through higher living costs and eventual job losses. This, he says, socializes costs and devalues debt for the wealthy, while governments later turn to predatory taxation, such as capital gains levies, to strip further value from citizens. In this context, Hunt maintains that precious metals—gold, silver, and platinum—are the prime beneficiaries. While gold and silver have experienced a corrective pause after an enormous run-up, he views the three-wave selling pattern as a healthy reset within a long-term bullish structure. His technical target for silver stands at $333, derived from a falling wedge pattern on the quarterly chart, which he expects will resume once the current consolidation resolves. Hunt advises concentrating wealth in monetary metals rather than diversifying across commodities like copper or lithium, which may rise nominally but lag in real gold-ounce terms. He notes the gold-silver ratio could see a short-term squeeze upward but remains structurally bearish long-term. For miners, he suggests selectivity, as rising energy costs have pressured some, though those with growing ounce profiles remain attractive. Timestamps: 00:00:00 – Introduction 00:00:40 – World Volatility and Market Trends 00:01:40 – South Korea AI Trade Setup 00:08:47 – South Korea Currency and Charts 00:25:09 – Long-Term Silver Thesis 00:27:33 – Precious Metals Market State 00:30:03 – Sectors and Inflationary Pressure 00:32:03 – Nasdaq Vs. Gold Predictions 00:35:00 – Equity Valuation Setup 00:36:10 – Short-Term Gold Outlook 00:44:30 – Gold & Silver Long-Term Thesis 00:55:40 – Copper & Other Commodities 01:00:30 – Market Sniper Wrap Up Guest Links: X: https://x.com/themarketsniper X: https://x.com/thecryptosniper Website: https://themarketsniper.com YouTube: https://www.youtube.com/user/TheMarketSniper Francis is a trader, first and foremost. Unlike most educators in the trading space, Francis walks the walk and talks the talk, with 30 years of experience trading his personal capital on various markets and instruments. Through this passion for trading and his relentless study of markets and economic theory, he uses the Hunt Volatility Funnel trading methodology, a systemized approach, to answer the critical question: What is the next most profitable trade? He believes the actual price of an asset is the most accurate reflection of all the factors that influence it. Practical technical analysis, the study of price action over time, is needed to formulate profitable trade ideas. Indeed, with all the market manipulation and high-frequency trading operations currently in play, technical analysis is all that can be relied upon when it comes to formulating future price trends. A trained eye can often spot such manipulative practices, as is the case with HVF traders. Therefore, the HVF methodology is based purely on technical analysis. Francis is passionate about sharing his knowledge and understanding of markets by utilizing his HVF trading methodology. With entertaining anecdotes and the careful guidance of his students, he has already trained a large community of hundreds of traders and helped them transform from complete newbies to seasoned trading professionals. He genuinely loves sharing his knowledge and strategies with others who are committed to finding freedom through trading. Plus, teaching strengthens his trading abilities while helping to build a vibrant community of successful traders.

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityEd Steer has been following the data on silver very closely and what he sees leads him to believe that the big commercial traders shorting the metal are getting closer to an endgame where prices rise beyond their control and to levels most investors can't even imagine.Join the First LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caEd Steer's Gold and Silver Digest: https://edsteergoldsilver.comBonfire of the Silver Shorts: https://silverseek.com/article/bonfire-silver-shortsJoin the LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Katherine MacGilchrist comes from a long line of doctors, has degrees in Pharmacology and Epidemiology and spent many years working in the pharmaceuticals industry. But during ‘Covid' she began questioning the narrative and became a pariah and an outcaste. Since then she has found God, started homesteading and now gives talks to her Somerset community on vaccine dangers and how to deal with them. Her Twitter is @unveildeception ↓ ↓ ↓ ↓ Monetary Metals is providing a true alternative to saving and earning in dollars by making it possible to save AND EARN in gold and silver. Monetary Metals has been paying interest on gold and silver for over 8 years. Right now, accredited investors can earn 12% annual interest on silver, paid in silver in their latest silver bond offering. For example, if you have 1,000 ounces of silver in the deal, you receive 120 ounces of silver interest paid to your account in the first year. Go to the link in the description or head to https://monetary-metals.com/delingpole/ to learn more about how to participate and start earning a return on honest money again with Monetary Metals. ↓ ↓ How environmentalists are killing the planet, destroying the economy and stealing your children's future. In Watermelons, an updated edition of his ground-breaking 2011 book, JD tells the shocking true story of how a handful of political activists, green campaigners, voodoo scientists and psychopathic billionaires teamed up to invent a fake crisis called ‘global warming'. This updated edition includes two new chapters which, like a geo-engineered flood, pour cold water on some of the original's sunny optimism and provide new insights into the diabolical nature of the climate alarmists' sinister master plan. Purchase Watermelons by James Delingpole here: https://jamesdelingpole.co.uk/Shop/ ↓ ↓ ↓ Buy James a Coffee at: https://www.buymeacoffee.com/jamesdelingpole To support independent, no-holds-barred journalism and gain first and full access to all James's content, subscribe directly at https://jamesdelingpole.co.uk x

Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to The Julia La Roche Show for an in-studio episode. In this episode, Howell reveals money is flowing out of financial markets into the real economy, marking the end of Wall Street's era and the beginning of Main Street's turn. He warns the market is in a "speculation phase" with low quality returns built on narrow foundations—only AI and semiconductors are racing while most securities stagnate—and the next phase will be "turbulence" as liquidity slows and the bearish flattening yield curve continues. Howell details how the system has monetized with the Treasury refinancing $600 billion per week in short-term bills, notes there is "unquestionably way too much debt," and makes the contrarian call that the Fed will raise rates in the next 12 months because the economy is too strong at 7-8% nominal GDP growth. He positions commodities and energy as the place to be, argues gold is a hedge against monetary inflation (not CPI), and suggests the gold-oil ratio could imply oil prices of $200 per barrel.Thank you to our sponsor Monetary Metals. https://monetary-metals.com/julia Links:  Website: http://www.crossbordercapital.com/ Twitter/X https://x.com/crossbordercapSubstack: https://capitalwars.substack.com/ Book: https://www.amazon.com/Capital-Wars-Rise-Global-Liquidity/dp/30303929020:00 Opening - Money leaving financial markets for real economy1:29 Speculation phase - Low quality returns on narrow foundations6:49 Liquidity rolling over - Rate of change critical7:38 Money flowing from financial sector to real economy13:23 Debt refinancing phenomenon - 4 out of 5 transactions15:25 Way too much debt, only monetization is the way out16:40 China monetizing like Japan did with Abenomics19:32 US monetization already happening - $600B weekly debt refinancing24:28 MOVE index suppressed through treasury buybacks30:12 Kevin Warsh expectations for new Fed chair32:01 Inflation no longer transitory - Now illusionary35:48 Monetary inflation hurdle 7-8% per year37:26 What to own - Diversified into commodities, energy, gold40:10 Gold-oil ratio could mean oil $200 per barrel40:50 Contrarian call - Fed must raise rates in 12 months43:15 Find him at Capital Wars Substack

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityEdward Dowd believes that AI companies priced on a hope and a dream are holding up the broad market and when reality finally hits, he expects stocks to crash 30% or more, with the silver lining being a $10,000 price on gold.Join the LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caPhinance Technologies: https://phinancetechnologies.comEdward Dowd's Website: https://www.eddowd.comFollow Edward on X: https://x.com/DowdEdwardJoin the LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Did a recession strike the US economy starting in October? Not just the forgot how to grow kind we've been grappling with for the last several years, but the all-out, NBER-style, full-blown contraction. Take a look at the data and the charts in this video, let's see what you think. And that data is coming from income series the NBER itself uses when it decides the recession question. Eurodollar University's Conversation w/ Steve Van Metre----------------------------------------------------------------------------------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----------------------------------------------------------------------------------CEOs Turn Pessimistic About US Economy as Supply Risks Mounthttps://www.bloomberg.com/news/articles/2026-05-28/ceos-turn-pessimistic-about-us-economy-as-supply-risks-mounthttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'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

Private credit has a new problem, and this one is different. For months, the story has been retail investors pulling money from private credit funds. But now we have something else. A Swiss pension fund redeeming shares from a Vista private credit vehicle helped force that fund to limit withdrawals. And that's before asking the question: is software credit the new subprime mortgage?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----------------------------------------------------------------------------------One Big Private Credit Investor Forced Vista's Fund to Limit Redemptionshttps://www.bloomberg.com/news/articles/2026-05-27/one-big-private-credit-investor-forced-vista-s-fund-to-limit-redemptionsNew CLOs at Blackstone, Guggenheim Boast Key Perk: Less Softwarehttps://www.bloomberg.com/news/articles/2026-05-27/new-clos-at-blackstone-guggenheim-boast-key-perk-less-softwarePrivate Credit's Exposure to Ailing Software Industry Is Bigger Than Advertisedhttps://www.wsj.com/finance/investing/private-credits-exposure-to-ailing-software-industry-is-bigger-than-advertised-d80da378Cracks in Private Credithttps://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/cracks-in-private-credit/TOM_private%20credit_Redacted.pdfMyth-busting: Private credit liquidityhttps://blog.landg.com/categories/investment-strategy/myth-busting-private-credit-liquidity/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityDoomberg is not optimistic on the prospect of peace in the Middle East and he believes that if the current tentative ceasefire breaks, a global energy crisis of catastrophic proportions could be on the horizon. Doomberg breaks down the potential effects on oil, natural gas, and the global economy, along with explaining why he believes the Russia-Ukraine war is about to go into overdrive, whether China will flex its military might up ahead, and much more.Doomberg on Substack: https://doomberg.comJoin the LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Home prices are now doing something they were not supposed to do. After years of being told that housing was poised to make a strong comeback and that prices were going to accelerate upward, the latest national housing data is saying something very different: the lowest price rate in fourteen years, going all the way back to the bottom of the Big Housing Bust in 2012.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----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Dr Gloria Moss is a former academic who went down the rabbit hole. The author of eight books including Why Men Like Straight Lines and Women Like Polka Dots, she has explored topics as diverse as Chretien de Troyes and the Holy Grail (her undergraduate degree was in French and Medieval Studies), the Dead Sea Scrolls site at Qumran, what REALLY caused the Black Death, and the mystery of giant fossilised trees as big as mountains. Some of which they discuss in this thrillingly eclectic and out-there episode https://www.truthuniversity.co.uk ↓ ↓ ↓ ↓ Monetary Metals is providing a true alternative to saving and earning in dollars by making it possible to save AND EARN in gold and silver. Monetary Metals has been paying interest on gold and silver for over 8 years. Right now, accredited investors can earn 12% annual interest on silver, paid in silver in their latest silver bond offering. For example, if you have 1,000 ounces of silver in the deal, you receive 120 ounces of silver interest paid to your account in the first year. Go to the link in the description or head to https://monetary-metals.com/delingpole/ to learn more about how to participate and start earning a return on honest money again with Monetary Metals. ↓ ↓ How environmentalists are killing the planet, destroying the economy and stealing your children's future. In Watermelons, an updated edition of his ground-breaking 2011 book, JD tells the shocking true story of how a handful of political activists, green campaigners, voodoo scientists and psychopathic billionaires teamed up to invent a fake crisis called ‘global warming'. This updated edition includes two new chapters which, like a geo-engineered flood, pour cold water on some of the original's sunny optimism and provide new insights into the diabolical nature of the climate alarmists' sinister master plan. Purchase Watermelons by James Delingpole here: https://jamesdelingpole.co.uk/Shop/ ↓ ↓ ↓ Buy James a Coffee at: https://www.buymeacoffee.com/jamesdelingpole The official website of James Delingpole: https://jamesdelingpole.co.uk x

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityMichael Oliver is calling for a new price reality in the silver market, and he thinks the metal is on the verge of breaking out and going on a rampage into the $300 to $500 range before the end of the year. Michael dives into his thesis and explains why silver mining stocks could be the biggest beneficiary of this epic repricing event.Momentum Structural Analysis: https://olivermsa.comJoin the LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

The dollar is rising again, and this time the pressure is showing up right across Asia. The Japanese yen is weak.  The South Korean won is tumbling.  The Indonesian rupiah is crashing. The Indian rupee keeps finding new ways to give officials fits. At the same time the dollar is rising against these Asian currencies, the very front of the U.S. dollar interest-rate market is doing something absolutely incredible. Shocking even. Completely the opposite of what you'd think. And here's the thing – these two developments are related. Why the dollar is hammering Asia most of all and how that would play out in rates. 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----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityCol. Douglas Macgregor believes that Trump is trapped in Hotel California in Iran, he can check in but he can never leave, and as the Strait of Hormuz closure continues to squeeze global supply chains, the Colonel sees oil at $200 a barrel before the end of the year.Macgregor Warrior Substack: https://macgregorwarrior.substack.comThe National Conversation: https://thenationalconversation.orgCol. Macgregor's Website: https://www.douglasmacgregor.comFollow Col. Macgregor on X: https://x.com/DougAMacgregorJoin the LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Treasury yields have finally made a sizable move upward. The 2-year Treasury has pushed to new multi-month highs. The 10-year got as high as 4.70%. And instantly, the usual question shows up:Is the bond market finally repricing real inflation risk? Or is this another hurricane warning where everyone looks at the headline number, panics for five minutes, and misses what the curve is actually saying? Make that curve-S.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----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityFrancis Hunt believes the market to be watching for silver is not in New York or in London, but in Shanghai, as China is setting the real price of physical silver and breaking the paper manipulation once and for all. Francis stresses that China's rapid accumulation of silver, along with a brewing crisis in the government bond market, is setting up a scenario where prices go parabolic.Market Sniper Youtube: https://www.youtube.com/@TheMarketSniper1Follow Market Sniper on X: https://x.com/themarketsniperMarket Sniper Website: https://themarketsniper.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

While the ECB and other central banks, maybe even the Fed, are likely to overreact to oil prices by raising their policy rates, suddenly that possibility isn't so straightforward. Even in Europe where policymakers are the most aggressively hawkish, several officials have come forward expressing major doubts on the inflation narrative, focusing instead on what's already going on with demand especially for workers. And that's not oil, two of the world's leading energy agencies just slashed their own demand forecasts to levels you only see in periods like 2020 or 2009. Eurodollar University's conversation w/Steve Van Metre----------------------------------------------------------------------------------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----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityRick Rule revisits his call earlier this year to sell most of his physical silver and rotate his gains into the silver mining sector, and he still feels it will be a winning bet in the long run. Rick also dissects his approach to evaluating companies in the silver space, and provides his outlook for gold, energy, uranium, and much more.Rule Investment Media: https://www.ruleinvestmentmedia.comRule Symposium: https://cvent.me/XOqdLa?via=commoditycultureBattle Bank: https://battlebank.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

James and Dick reunite for a wag of chins, veering from the grand theatre of Artemis II and the ever-enthralling space narrative to James's painfully broken finger, the unexpected horrors of his Easter service, Dick's deeply personal journey into Christian Orthodoxy, and the ever-present menace of smug bicyclists in Lycra. ↓ ↓ ↓ Monetary Metals is providing a true alternative to saving and earning in dollars by making it possible to save AND EARN in gold and silver. Monetary Metals has been paying interest on gold and silver for over 8 years. Right now, accredited investors can earn 12% annual interest on silver, paid in silver in their latest silver bond offering. For example, if you have 1,000 ounces of silver in the deal, you receive 120 ounces of silver interest paid to your account in the first year. Go to the link in the description or head to https://monetary-metals.com/delingpole/ to learn more about how to participate and start earning a return on honest money again with Monetary Metals. ↓ ↓ How environmentalists are killing the planet, destroying the economy and stealing your children's future. In Watermelons, an updated edition of his ground-breaking 2011 book, JD tells the shocking true story of how a handful of political activists, green campaigners, voodoo scientists and psychopathic billionaires teamed up to invent a fake crisis called ‘global warming'. This updated edition includes two new chapters which, like a geo-engineered flood, pour cold water on some of the original's sunny optimism and provide new insights into the diabolical nature of the climate alarmists' sinister master plan. Purchase Watermelons by James Delingpole here: https://jamesdelingpole.co.uk/Shop/ ↓ ↓ ↓ Buy James a Coffee at: https://www.buymeacoffee.com/jamesdelingpole The official website of James Delingpole: https://jamesdelingpole.co.uk x

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityTom Luongo has a very different take than social media or the mainstream press when it comes to the war in Iran and he believes this is ultimately a battle between old colonial powers in the form of the British Empire and European Union, and the United States seeking to establish a new system on the global stage.Gold Goats n' Guns: https://tomluongo.meTom's Patreon: https://www.patreon.com/goldgoatsngunsFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Everyone is talking about the Trump-Xi summit as if this is going to be some decisive turning point for China, global trade, maybe even the whole world economy. And, sure, politically, it's a huge deal. Markets love the idea of the two leaders in the same room because everyone wants to believe a handshake can undo tariffs, trade wars, supply chain chaos, and years of deteriorating relations.But the latest bank lending data out of China says something VERY different. 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----------------------------------------------------------------------------------https://www.youtube.com/watch?v=8b7ub5T4fYkhttps://www.youtube.com/watch?v=Pang-t16vNwhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

McDonald's CEO says the consumer environment is certainly not improving and may be getting a little worse after the company reported better than expected past results. Those mainly before the gas prices jumped. Jumping over to big ticket items like appliances, Whirlpool, the company that employs the Maytag Man, it compared the current consumer climate to  – not joking – 2008-09 as the cracks of demand destruction are indeed beginning to grow wider and becoming more noticeable. The Maytag man is somewhere right now polishing his resume. 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----------------------------------------------------------------------------------McDonald's CEO says consumer spending could be ‘getting a little bit worse'https://www.cnbc.com/2026/05/07/mcdonalds-mcd-q1-2026-earnings.htmlEarnings call transcript: Whirlpool Q1 2026 results fall short, stock dropshttps://ca.investing.com/news/stock-market-news/earnings-call-transcript-whirlpool-q1-2026-results-fall-short-stock-drops-93CH-4618415April 2026 National Poll: Iran, the economy, and the 2026/2028 electionshttps://www.generationlab.org/state-of-young-peopleChallenger Gray & Christmas April 2026https://www.challengergray.com/blog/challenger-report-april-job-cuts-rise-38-from-march-ytd-cuts-down-50/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

James is joined by the lovely Tania for a lively wander through the personal and the political, beginning with broken bones and the quiet appeal of decamping to the countryside, before turning to the darker mood of the moment - the sense of something malign edging ever closer. Other subjects include the work of Whitney Webb, Grayson Perry cosplaying as Jimmy Savile, and plenty else besides, in a conversation that is intimate and occasionally unsettling. For Tania and Alistair Tour dates: https://taniaedwards.com/artists/ For the Varvara Tarasova recital Tania has organised: https://www.1901artsclub.com/10-jun-2026-varvara-tarasova-piano.html And for all other Tania things ... https://taniaedwards.substack.com/ ↓ ↓ ↓ ↓ Monetary Metals is providing a true alternative to saving and earning in dollars by making it possible to save AND EARN in gold and silver. Monetary Metals has been paying interest on gold and silver for over 8 years. Right now, accredited investors can earn 12% annual interest on silver, paid in silver in their latest silver bond offering. For example, if you have 1,000 ounces of silver in the deal, you receive 120 ounces of silver interest paid to your account in the first year. Go to the link in the description or head to https://monetary-metals.com/delingpole/ to learn more about how to participate and start earning a return on honest money again with Monetary Metals. ↓ ↓ How environmentalists are killing the planet, destroying the economy and stealing your children's future. In Watermelons, an updated edition of his ground-breaking 2011 book, JD tells the shocking true story of how a handful of political activists, green campaigners, voodoo scientists and psychopathic billionaires teamed up to invent a fake crisis called ‘global warming'. This updated edition includes two new chapters which, like a geo-engineered flood, pour cold water on some of the original's sunny optimism and provide new insights into the diabolical nature of the climate alarmists' sinister master plan. Purchase Watermelons by James Delingpole here: https://jamesdelingpole.co.uk/Shop/ ↓ ↓ ↓ Buy James a Coffee at: https://www.buymeacoffee.com/jamesdelingpole The official website of James Delingpole: https://jamesdelingpole.co.uk x

We know how central bankers are just itching to raise policy rates and all over the world, led primarily by those in Europe. The hawkishness is already spreading. Just today, an official from South Korea's central bank said, hey, oil prices up we need to think about some hikes, too. But what are the markets pricing? It's not what you'd think.  What do the curves look like for now but also beyond the near-term? In a word, frown.     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----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

James and Jerm have a typically unfiltered conversation covering everything from gut-level intuition and media manipulation to the entertainment industry's role in shaping belief and behaviour. The farcical Artemis II, boring "awake" personality feuds, their gay 'camps' and where does Jerm stand on chemtrails? https://www.jermwarfare.social/ ↓ ↓ ↓ Monetary Metals is providing a true alternative to saving and earning in dollars by making it possible to save AND EARN in gold and silver. Monetary Metals has been paying interest on gold and silver for over 8 years. Right now, accredited investors can earn 12% annual interest on silver, paid in silver in their latest silver bond offering. For example, if you have 1,000 ounces of silver in the deal, you receive 120 ounces of silver interest paid to your account in the first year. Go to the link in the description or head to https://monetary-metals.com/delingpole/ to learn more about how to participate and start earning a return on honest money again with Monetary Metals. ↓ ↓ How environmentalists are killing the planet, destroying the economy and stealing your children's future. In Watermelons, an updated edition of his ground-breaking 2011 book, JD tells the shocking true story of how a handful of political activists, green campaigners, voodoo scientists and psychopathic billionaires teamed up to invent a fake crisis called ‘global warming'. This updated edition includes two new chapters which, like a geo-engineered flood, pour cold water on some of the original's sunny optimism and provide new insights into the diabolical nature of the climate alarmists' sinister master plan. Purchase Watermelons by James Delingpole here: https://jamesdelingpole.co.uk/Shop/ ↓ ↓ ↓ Buy James a Coffee at: https://www.buymeacoffee.com/jamesdelingpole The official website of James Delingpole: https://jamesdelingpole.co.uk x

European banks just told the ECB they are tightening lending standards by the most since 2023. At the same time, the pick up in loan demand they're seeing is due to heightened liquidity pressures as the energy shock has especially corporate borrowers in Europe on edge. This is why despite knowing the ECB is very likely to raise its policy rates at some point, probably not tomorrow but very likely its next meeting in June, European banks bought a boatload of bonds anyway.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----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Interest rates going up. Oil prices big problem. The stock market kept soaring, but even though the S&P 500 gained 20% that year more stocks in the index ended 1999 down than up. There are some similarities between now and '99 and one of those is how far companies will go to make sure they aren't one of those on the outside looking in. CEOs today are all over AI hype, but they're lying to you about it. 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----------------------------------------------------------------------------------THE YEAR IN THE MARKETS; 1999: Extraordinary Winners and More Losershttps://www.nytimes.com/2000/01/03/business/the-year-in-the-markets-1999-extraordinary-winners-and-more-losers.htmlBank of England Official Says Share Prices Don't Reflect Riskshttps://www.bloomberg.com/news/articles/2026-04-24/bank-of-england-official-says-share-prices-don-t-reflect-riskshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

European consumer sentiment is in "free fall", in the European govt's own words. DHL's CEO warned the world is heading for a quote tipping point – in other words, the race against time. Economic sentiment just crashed. Unemployment in places like Scandinavia has jumped while in the UK job losses have returned alongside the appearance of one of the worse labor market outcomes, the dropout. 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----------------------------------------------------------------------------------DHL CEO Warns of ‘Tipping Point' Risk If Oil Shortage Persistshttps://www.bloomberg.com/news/articles/2026-04-21/dhl-ceo-warns-of-tipping-point-risk-if-oil-shortage-persistsEuropean Union Flash Consumer Confidence April 2026https://economy-finance.ec.europa.eu/document/download/11ffc7fa-f14b-4ed7-a44c-2e45fa85fec5_en?filename=Flash_consumer_2026_04_en.pdfGerman Investor Outlook Drops to Worst Since 2022 on Iran Warhttps://www.bloomberg.com/news/articles/2026-04-21/german-investor-outlook-drops-to-worst-since-2022-on-iran-warGermany Halves 2026 Growth Forecast After Hit From Iran Warhttps://www.bloomberg.com/news/articles/2026-04-22/germany-halves-growth-forecast-for-2026-after-hit-from-iran-warhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Banks are taking more steps to distance themselves from the growing private credit bust. They're revaluing private credit assets that have been pledged to them as security for financing banks have provided to these shadow banks. I told you when JPM did it a month ago there would be others. Insurance companies are now really getting dragged into this mess, too, a double dose of Stage 2.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----------------------------------------------------------------------------------ACLI President and CEO David Chavern Responds to April 14th Financial Times Article on Private Credit https://www.acli.com/posting/acr26-003Wall Street banks start trading derivatives to bet on pain in private credithttps://www.ft.com/content/54076a09-7a66-44f3-8e70-343f6d601e50?syn-25a6b1a6=1https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

The IMF is getting nervous. Nervous to the point its chief economist just said the world is already drifting toward their newly minted adverse scenario. What does that mean? It means a collision course with the point of no return. And that point of no return is much closer than you'd think given how the world was in bad shape before the energy shock showed up. The difference between fragile and resilient makes all the difference. 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----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Chinese banks are now trapped which is why China has finally entered an era of full-blown extend and pretend. It's been on the edge of it for some time, but recent data and information out of the country show the banking sector has crossed that threshold into the low-rate trap which has squeezed profitability and left banks to bleed cash. So, more grim lending and credit data from China's central bank just confirms everything including the trap having been sprung.    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----------------------------------------------------------------------------------Underwater Mortgages Force China's Banks to Get More Creativehttps://www.bloomberg.com/news/features/2026-04-06/china-s-housing-crisis-forces-banks-to-confront-underwater-mortgagesChina's largest banks' profits virtually flat as property slump continueshttps://www.reuters.com/world/asia-pacific/chinas-icbc-worlds-biggest-bank-posts-1-profit-rise-2025-2026-03-27/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU