Podcasts about monetary metals

The dollar is making another big move higher to the point it is causing governments and central banks around the world to respond and even intervene to keep their own currencies from crashing against it. Fears over the global economic downturn are driving monetary tightness and demand for safety at the expense of those at the forefront of the broad decline. 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---------------------------------------------------------------------------------------------------------------------Bloomberg Currency Officials Go on Offensive as Trade Angst in Asia Mountshttps://www.bloomberg.com/news/articles/2025-10-16/currency-officials-go-on-offensive-as-trade-angst-in-asia-mountsBloomberg South Korea Says Watching One-Sided Won Volatility in Rare Movehttps://www.bloomberg.com/news/articles/2025-10-13/south-korea-says-watching-one-sided-won-volatility-in-rare-moveBloomberg Swiss Franc's Haven Run Seen Nearing SNB Intervention Thresholdhttps://www.bloomberg.com/news/articles/2025-10-24/swiss-franc-s-haven-run-seen-nearing-snb-intervention-thresholdhttps://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

In a recent episode, Adam Haman joined Bob to critically assess a clip from Nick Fuentes. His fans flooded the comments, saying that we ran from the actual debate. In this episode, Bob explains his objections.Mentioned in the Episode and Other Links of Interest:BMS ep. 453 in which Adam Haman and Bob criticized Fuentes.Bob's takedown of Lincoln's argument for tariffs.The link for Monetary Metals.Help support the Bob Murphy Show.

We have a couple more names to add to our fast-growing list of shadow banking casualties. And, yes, collateral is once again the common theme. One of them is of course in subprime auto financing, but that's just another canary in the credit coalmine. The other has been accused of fabricating half a billion of collateral invoices. Half a billion. Fake collateral.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---------------------------------------------------------------------------------------------------------------------WSJ Bankrupt Telecom Business Accused of Fraud in Receivables Financinghttps://www.wsj.com/articles/bankrupt-telecom-business-accused-of-fraud-in-receivables-financing-0370b4fdBloombergLaw Factoring-Firm Affiliate Files Chapter 11; Up to $1B Liabilitieshttps://news.bloomberglaw.com/bankruptcy-law/factoring-firm-affiliate-files-chapter-11-up-to-1b-liabilitiesFreightWaves Factoring companies squeezed by slowing shipper payments: Alsobrookshttps://www.freightwaves.com/news/factoring-companies-squeezed-by-slowing-shipper-payments-alsobrooksBloomberg BOE's Bailey Warns ‘Alarm Bells' Ringing in Private Credithttps://www.bloomberg.com/news/articles/2025-10-21/boe-s-bailey-warns-of-financial-crisis-echoes-in-private-credithttps://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

After a truly epic run, precious metals are now getting pounded. Both gold and silver are down the past few days for a couple of reasons, not that this is a surprise. In fact, I told you just six days ago this was the most likely short run path for the metals. So, what's driving the selloff and does it change the long run outlook for either?  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://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Charles Bausman is old money Pennsylvanian and speaks fluent Russian because his father was AP bureau chief in Sixties Moscow and because he later worked in Russia as a journalist and financier. He was also, by unhappy accident, a witness of the January 6th “Insurrection.” He chats to James about all this and more, including in a particularly terrifying section on why the Bolshevik revolution really happened and the important lessons we are currently not learning from it. Twitter handle is Cbausman The ArkAbout Russia by people who live here - geopolitics, Christianity, history, culture, society. ↓ James and Dick's CHRISTMAS Special 2025 Featuring Dick. And James. And Unregistered Chicken. And possibly some other special guests. Not included in ticket price but available so you don't starve/die of thirst: nice pizzas out of wood-fired ovens; street food. Tickets - £40 VIP Tickets - £120 including bell-ringing lesson, walk with James, front row seats, church tour Location is: My neck of the woods. Northants. Nearest stations, Banbury/Long Buckby. Junction 11 of M40. Friday, 28th November 2025. Starts at 5pm https://www.jamesdelingpole.co.uk/Shop/?section=events#events ↓ 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, James 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 xxx

Even I am surprised at how quickly this has escalated. We got a big-time warning from the oil market earlier in the week. Whenever we see these things show up, usually there's a little back and forth, in and out, the thing starts out as a little blip and stays that way for awhile. Then, maybe, you get a bigger move much later on. Not this time. The oil curve blew way past all of that in just a few days.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://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

With one quote, JP Morgan's CEO Jamie Dimon created a mini-firestorm even if in this case, anyway, he was just saying what everyone is thinking. On JPMs earnings call yesterday, Dimon reportedly said, “I probably shouldn't say this but when you see one cockroach there are probably more” in relation to the bankruptcies that have popped up recently. 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---------------------------------------------------------------------------------------------------------------------Bloomberg Powell Signals Another Cut as Weak Hiring Pressures Unemploymenthttps://www.bloomberg.com/news/articles/2025-10-14/powell-signals-another-cut-as-weak-hiring-pressures-unemploymentBloomberg Private Credit Investors Sour on Funds as Rate Cuts Hurt Payoutshttps://www.bloomberg.com/news/articles/2025-10-09/private-credit-investors-sour-on-funds-as-rate-cuts-hurt-payoutsBloomberg Blue Owl Chief Points to Bank Loans for Dimon Cockroach Warninghttps://www.bloomberg.com/news/articles/2025-10-15/blue-owl-chief-says-look-to-banks-loans-for-dimon-s-cockroacheshttps://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

It's not just the $2.3 billion that allegedly simply vanished; it's how and maybe most important of all, why. Second guessing collateral this way does not end well. Especially since this does not appear to be a one-off case of embezzlement and outright theft, rather a relatively large company which made some bad choices pressured into doing so by the economy and given the opportunity by less than ideal protections and security. 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---------------------------------------------------------------------------------------------------------------------This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We're going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------Reuters First Brands' creditor says $2.3 billion 'simply vanished', seeks probehttps://www.reuters.com/world/us/first-brands-creditor-says-23-billion-simply-vanished-seeks-probe-2025-10-09/Bloomberg Aegon's Junk Debt Chief Braces for Credit Pain as Cracks Spreadhttps://www.bloomberg.com/news/articles/2025-10-09/aegon-s-junk-debt-chief-braces-for-credit-pain-as-cracks-spreadBloomberg Corporate Blowups Are Rattling Investors in Emerging Marketshttps://www.bloomberg.com/news/articles/2025-10-12/corporate-blowups-are-rattling-investors-in-emerging-marketsUnited Capitalhttps://ucfunding.com/Triumph https://triumph.io/Onset Financialhttps://www.onsetfinancial.com/case-studies/aircraft-parts-supplier-50mhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Thomas Thornton, founder and president of Hedge Fund Telemetry, returns to The Julia La Roche Show to discuss extreme market conditions with investors "all in, levered, and complacent." He argues we're at a blow-off top characterized by record call buying, leverage through ETFs, and a gambling mentality fueled by 0DTE options and sports betting culture. Thornton highlights dangerous market mechanics: the Goldman Sachs most shorted basket is up 38% year-to-date, meaning short sellers have been squeezed out and won't provide natural buying support during corrections. He notes extreme concentration risk with 10 stocks comprising 40% of the S&P 500, and Nvidia alone responsible for 18% of market gains. Technical indicators show exhaustion signals while the market continues higher on narrowing breadth. Thornton identifies AI trade risks including slowing CapEx growth, insufficient power infrastructure, and water constraints for data centers. He rebuts bull arguments by comparing current conditions unfavorably to 2000, noting $38 trillion in debt versus $4 trillion then. He explains why the Fed can't save markets this time due to Treasury market dysfunction. Currently positioned net short with disciplined risk management, Thornton predicts people will look back on 2025 and say "the signs were so obvious." He advises investors to lower exposures and leverage, warning that opportunities will come when his indicators reach oversold levels and nobody wants to buy.This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Links: https://www.hedgefundtelemetry.com/https://www.x.com/tommythornton Timestamps: 0:00 - Introduction and welcome1:02 - "People are all in, levered, and complacent" - Market positioning3:43 - Gambling mentality and comparison to past market cycles5:20 - How leverage and zero DTE options change market dynamics7:39 - "Market correction or something worse" - What's ahead7:52 - "I definitely think we're at a blow off top"9:20 - Goldman Sachs most shorted basket and dangerous market mechanics11:51 - Passive ETFs and leverage risk12:46 - Market sentiment analysis with charts14:13 - CNN Fear & Greed Index critique15:30 - DeMark indicators flashing exhaustion signals18:22 - Goldman Sachs most shorted basket technical breakdown19:01 - Concentration risk: 10 stocks = 40% of S&P 50021:28 - Call buying extremes and put/call ratios23:23 - AI trade risks and CapEx spending concerns25:42 - Energy and water constraints for AI data centers30:28 - Market narrowing despite new highs32:40 - Bull case rebuttal: Why this is different from 200034:48 - Why the Fed can't save the market this time36:22 - Net short positioning and risk management strategy39:44 - "The signs were so obvious" - How we'll remember 202541:35 - Long idea: Golar natural gas infrastructure play44:28 - Hedge Fund Telemetry overview and parting advice

Veronica Swift is one of the world's leading researchers into the Luciferian Brotherhood, aka the Deep State, the Cabal or the Illuminati. She tells James who is in charge; what he looks like (sometimes he takes the form of a dragon; sometimes of an impeccably dressed gentleman); how many devil worshippers there are; what powers they have; what they have to do get those powers; and so on. Featuring George Soros, Barack Obama and a cast of many thousands of demons. Her Substack is: https://veronicaswiftblog.substack.com. Her more detailed posts can be found at Veronicaswift.blog ↓ 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, James 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 xxx

Mark Thornton lays the groundwork for understanding gold and silver before politics gets involved. Mark explains why monetary metals emerge from market “evolution,” how their non-consumptive use creates massive above-ground stocks, and why the same metal serves multiple markets (money vs. consumption) with one price. He explains how demand shifts trigger conservation and recycling, why new mining lags price spikes, how “near-monies” substitute when people economize on cash balances, and why any apparent stability (even par relationships) reflects underlying market conditions, not decree. Today's price volatility is largely the artifact of intervention, not the metals themselves.Be sure to follow Minor Issues at https://Mises.org/MinorIssues

Germany's auto production absolutely crashed, falling by almost 20% in just a single month. This becomes the latest stark warning about the direction of the global economy coming from the car business. And that report on production was corroborated by Mercedes, BMW, Porsche, Ferrari, all of them reporting results and forecasts this week that have sent their stocks plunging. 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---------------------------------------------------------------------------------------------------------------------This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We're going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------Bloomberg German Industrial Slump Deepens on Auto Production Plungehttps://www.bloomberg.com/news/articles/2025-10-08/german-industrial-slump-deepens-with-shutdown-in-auto-productionBloomberg German Exports Unexpectedly Drop as Shipments to the US Sinkhttps://www.bloomberg.com/news/articles/2025-10-09/german-exports-unexpectedly-drop-as-shipments-to-the-us-sinkDPA Germany's Mercedes-Benz sees sales plunge 12% in third quarterhttps://finance.yahoo.com/news/germanys-mercedes-benz-sees-sales-131348096.htmlBloomberg Porsche's Sinking Sales Deepen German Automotive Malaisehttps://www.bloomberg.com/news/articles/2025-10-09/porsche-s-sinking-sales-deepen-german-automotive-malaiseBloomberg BMW Drops After Forecast Cut on China Slump, Tariff Costshttps://www.bloomberg.com/news/articles/2025-10-07/bmw-lowers-annual-guidance-on-weak-china-sales-tariff-costsBMWblog BMW Admits Tariffs And Sales Slump In China Are Hurting Profitshttps://www.bmwblog.com/2025/10/07/bmw-admits-tariffs-sales-slump-china-hurting-profits/Dow Jones Ferrari Shares Plunge as Long-Term Targets Disappoint — Updatehttps://www.morningstar.com/news/dow-jones/202510094181/ferrari-shares-plunge-as-long-term-targets-disappoint-updatehttps://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Bob draws on numerous examples from everyday adult wisdom to explain why religious obedience bestow benefits, perhaps counterintuitively.Mentioned in the Episode and Other Links of Interest:The link for the 2025 ExPat Money Summit.The link for Monetary Metals.Help support the Bob Murphy Show.

OPEC this past weekend agreed to raise production into a falling market, putting it on the edge of confirming a major worldwide downturn. This is why, despite the crude cartel not increasing supply as much as feared, oil prices didn't really react. There are far greater problems plaguing the energy markets, including tightening dollar conditions which go right along with this major market warning. 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---------------------------------------------------------------------------------------------------------------------This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We're going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------CNBC Oil rises more than 1% after OPEC+ hikes output less than expectedhttps://www.cnbc.com/2025/10/06/oil-prices-gain-1percent-after-lower-than-expected-opec-output-hike.htmlBloomberg The Oil Market's 2026 Tsunami Will Be Costly to Financehttps://www.bloomberg.com/opinion/articles/2025-10-06/the-oil-market-s-2026-tsunami-will-be-costly-to-financeBloomberg Unsold Oil From Middle East Hints at Early Signs of Global Gluthttps://www.bloomberg.com/news/articles/2025-10-02/unsold-oil-from-middle-east-hints-at-early-signs-of-global-gluthttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, explains why Americans remain uncomfortable with gold despite it hitting new highs - it implies dollar weakness after 150 years of reserve currency dominance. He reveals FDR seized the Federal Reserve's gold in 1933 with little compensation, while today US gold allocation sits under 1% of portfolios versus growing central bank accumulation. Whalen defends his call for earlier Fed cuts. He sees gold reaching $5,000+ by end of 2026 as US allocations shift from under 1% toward 2%, while warning the average person without assets continues getting screwed as the Fed will eventually monetize Treasury issuance through financial repression.Sponsor: Monetary Metals. https://monetary-metals.com/julia Links:    Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/   Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Timestamps:0:00 Welcome and introduction - Chris Whalen's first in-studio appearance0:24 Julia's introduction highlighting Chris's credentials and analysis1:16 Fed takeaway - Steve Miran only governor wanting 50bp cut2:19 Housing emergency coming - Fed drove prices up, Trump faces constraint2:31 Housing scenarios - mortgage rates retreating after quarter point4:17 Monetary Metals ad read5:34 Housing psychology - homeowners trying to sell at the top6:53 Office space comparison - no longer premium asset class7:38 Fed rate cut outlook - may not see more cuts for months9:58 Bank balance sheet problems - mortgage securities underwater10:54 Politics of inflation - housing affordability crisis13:10 Viewer housing question response - Florida 1924 parallels15:32 DC trip on GSEs - still no roadmap from Treasury18:43 Fannie/Freddie trade - made 30% then got out19:54 Taking profits22:36 Watching the herd mentality25:20 Dollar/deficit thesis - weaker dollar, Treasury pressure ahead27:47 Fed restructuring vision - eliminate Board of Governors31:09 Housing emergency declaration - resuming MBS purchases discussion33:51 Mixed economy - wealthy vs bottom quartile struggling34:34 Debt myths - Americans love inflation, debt is currency36:18 Highest conviction trade - gold and strategic silver

Money from around the world continues to pour into Swiss bond markets, driving yields there down below zero and keeping them that way. Because Switzerland remains a key global money center in the eurodollar world, this kind of heightened demand for safety is directly related to rising worries about the rest of the world. Moreover, the Swiss curve is an indication of what we should expect from global rates moving forward.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------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

What is going on in the auto world? First, Tricolor goes bankrupt. Then parts supplier First Brands follows them. CarMax reports dismal earnings. Even Germany's Bosch decided to lay off another 13,000 workers. It's not just a canary in the coal mine, there's a whole flock - or fleet - of them. 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------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------CarMax Second Quarter Earningshttps://investors.carmax.com/news-and-events/news/news-details/2025/CarMax-Reports-Second-Quarter-Fiscal-Year-2026-Results/default.aspxCNBC CarMax stock plummets 20% following ‘challenging' quarterhttps://www.cnbc.com/2025/09/25/carmax-stock-plummets-after-missed-wall-streets-expectations.htmlMarketWatch CarMax sees surprise drop in used-car sales even at lower prices, and the stock diveshttps://www.marketwatch.com/story/carmax-sees-unexpected-drop-in-used-car-sales-even-at-lower-prices-and-the-stock-dives-7dc067b0Bloomberg Economists Lower US Job Growth Through 2026, Fueling Rate Cutshttps://www.bloomberg.com/news/articles/2025-09-26/economists-lower-us-job-growth-through-2026-fueling-rate-cutsGTR First Brands supply chain finance debt tops US$866mnhttps://www.gtreview.com/news/americas/first-brands-supply-chain-finance-debt-tops-us866mn/Bloomberg First Brands Files for Bankruptcy After Lender Scrutinyhttps://www.bloomberg.com/news/articles/2025-09-29/auto-parts-supplier-first-brands-files-for-bankruptcyQ3 2025 Cox Automotive Dealer Sentiment Index Shows Steady Confidence Amid Economic Headwindshttps://www.coxautoinc.com/insights-hub/q3-2025-cadsi/Bloomberg Bosch to Shed 13,000 Jobs as Auto-Industry Slump Deepenshttps://www.bloomberg.com/news/articles/2025-09-25/bosch-to-shed-another-13-000-jobs-as-auto-industry-slump-deepenshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

John Waters is a legend of Irish journalism who woke up and saw the light. James and John enjoy just the kind of rambling, amiable, insightful chat you would have hoped and expected. John's new book of collected essays - which can also be used as a doorstop or defensive weapon - is out now. https://www.johnwaters.ie/books/ https://www.johnwaters.ie ↓ 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, James 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 xxx

Despite being blonde, female and reasonably fit, Tania Edwards is both brilliantly clever and surprisingly funny. As on their previous shows, James listens entranced to Tania's erudite digressions and penetrating insights while occasionally trying to get a word in edgeways and wondering if Tania is EVER going to sort out her terrible internet connection. Tania is about to go on tour with Alistair Williams and you MUST go and see them. It starts in Northampton on Friday 6th September. For other dates see here https://taniaedwards.com/artists ↓ 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, James 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 xxx

The dollar is starting to move more aggressively, driving higher and crossing key thresholds in a whole host of currency exchanges. Not only that, this current “strengthening” is highly synchronized. Both of those factors, the synchronization and breaching multiple ranges, are beginning to more strongly point to the next stage in this ongoing cycle. 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---------------------------------------------------------------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://event.webinarjam.com/register/30/vpxv1tvg---------------------------------------------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Axel Merk, CIO and founder of Merk Investments with nearly $3 billion in AUM, shares his perspective on the current macro landscape and gold's surge to record highs. In this episode, Merk explains how "fringe" fiscal sustainability concerns have moved mainstream, driving gold to new highs above $3,700. He provides a gold mining primer, distinguishing between speculative junior miners and established producers, while focusing on developers with proven management teams as the "scarcest resource." Merk criticizes the Fed's evolution into micromanaging the economy through its "toolkit," arguing this creates inefficient capital allocation and enables political irresponsibility. He notes gold's correlation breakdown due to dollar weaponization and sees continued upside potential, though warns against overexposure, emphasizing that the best investment advice is to "invest in yourself" and control spending.This episode is sponsored by Monetary Metals. Visit https://monetary-metals.com/juliaLinks:https://www.merkinvestments.com/https://x.com/axelmerkTimestamps: 0:00 Welcome and introduction - Axel Merk returns after 6 months0:38 AUM growth from $2B to $3B reflects gold space interest1:29 Liberation Day framework - tariffs impact financial flows3:04 Fringe views moving mainstream amid elevated valuations3:49 Long-term fiscal sustainability concerns driving gold investment6:08 Fed micromanaging economy enables political irresponsibility7:47 Gold's parabolic rise - perception vs reality of "barbarous relic"10:23 Gold mining dynamics - junior miners haven't had explosive rally yet13:10 Gold Mining 101 - conservative vs speculative investor profiles15:23 Big miners' over/under-investment cycle post-financial crisis17:19 Developer focus - scarcest resource is good management18:31 Junior vs major miners - venture capitalists with hard hats21:14 Gold correlation breakdown - weaponization changed dynamics24:37 Fed micromanagement critique - toolkit means intervention26:48 Inefficient capital allocation favors big companies27:58 Preventing recessions vs natural business cycles31:58 Gold as 20-year hedge - glad you had it in hindsight32:32 Silver complexity - industrial use creates volatility36:02 Investment advice - invest in yourself first, control spending

A sad report as Argentina's badly-needed chainsaw is running into a bigger one - the eurodollar. President Milie was forced to admit the market is in panic-mode as the peso plunges in a way that's all-too-familiar for eurodollar watchers. Push comes to shove, the latter simply has the biggest chainsaw and it is using the thing that the world needs to be watching carefully. 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---------------------------------------------------------------------------------------------------------------------Bloomberg Argentina Assets Slide as Milei Summons Cabinet After Defeathttps://www.bloomberg.com/news/articles/2025-09-08/argentina-bonds-slump-on-milei-s-defeat-in-buenos-aires-voteBloomberg Milei Defies Forecasts So Far as Argentina's Peso Strengthenshttps://www.bloomberg.com/news/articles/2025-04-23/milei-defies-forecasts-so-far-as-argentina-s-peso-strengthens-usd-arsAP Argentina President Milei suffers crushing defeat in Buenos Aires provincial electionhttps://apnews.com/article/argentina-election-javier-milei-cristina-fernandez-peronism-fecba6d106eb2c0f2440e9fca298e470Cato Deregulation in Argentina: Milei Takes “Deep Chainsaw” to Bureaucracy and Red Tapehttps://www.cato.org/free-society/spring-2025/deregulation-argentina-milei-takes-deep-chainsaw-bureaucracy-red-tapehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to The Julia La Roche Show, where he analyzes global liquidity trends and warns of market risks ahead. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Howell presents his global liquidity cycle framework showing markets are late in a 35-month bull run that began in late 2022, with early warning signs emerging in repo markets as SOFR spreads spike. He warns of a massive debt refinancing wall hitting 2026-2029 from COVID-era borrowing, while the Fed transitions from QE to "Treasury QE" under Bessent's direction to fund real economy priorities. Howell's most striking thesis involves gold price targets of $10,000 by the late 2030s and $25,000 by 2052 based on structural deficit math, driven by both US monetary inflation and China's liquidity expansion to escape its debt crisis. He advocates for monetary inflation hedges like gold and Bitcoin as central banks deliberately weaken currencies in a "Make America Great" strategy against China.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 Welcome and introduction - Michael Howell returns to discuss markets1:14 Global liquidity cycle framework - 5-6 year cycle approaching top3:41 Late cycle positioning - thinking end game vs beginning6:06 Debt-liquidity integration - 80% of lending now collateral-backed8:46 Early warning signs - SOFR spreads and repo market tensions11:49 Debt-liquidity ratio analysis - refinancing crisis ahead14:15 COVID debt echo effect - massive refinancing wall 2026-202917:04 Fed balance sheet slowdown - similar to early 2022 conditions18:51 Treasury QE emergence - Bessent directing liquidity to real economy20:20 Stablecoin monetization - credit providers buying government debt22:36 Plain vanilla cycle - everything following normal script25:00 Asset allocation phases - rebound, calm, speculation, turbulence29:20 Gold breakout analysis - disconnect from real rates since 202231:45 Structural deficit math - mandatory spending blowout ahead33:42 Gold price targets - $10,000 by late 2030s, $25,000 by 205235:56 Monetary vs high street inflation - currency devaluation vs CPI39:44 Fed independence questioned - Treasury QE running the show41:51 Make America Great currency war - deliberate dollar weakening44:08 China's gold strategy - escaping debt crisis through monetization46:33 Chinese liquidity expansion - driving global commodity reflation50:05 Final thoughts - late cycle caution, gold as monetary hedge

For the first time ever, the Bank of Japan is selling stocks out of its vast portfolio. The announcement shocked the markets though mostly the media. Is this what it seems to be, or does the Japanese government have a trick up its sleeve? A crystal clear answer can be found among Japan's households as this is one of the best examples ever of modern "monetary" policy. 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---------------------------------------------------------------------------------------------------------------------BoJ Statementhttps://www.boj.or.jp/en/mopo/mpmdeci/mpr_2025/k250919a.pdfBloomberg BOJ Unveils ETF Sales Plan, Keeps Door Open for October Hikehttps://www.bloomberg.com/news/articles/2025-09-19/boj-keeps-rates-steady-as-ishiba-s-departure-adds-to-uncertaintyBloomberg Long Bonds Are a Buy as Contagion Fears Ease, TS Lombard Sayshttps://www.bloomberg.com/news/articles/2025-09-19/long-bonds-are-a-buy-as-contagion-fears-ease-ts-lombard-saysMoneyWise Rice prices have skyrocketed in Japan — and farmers warn that ‘everyone who eats' that disaster could be nearhttps://finance.yahoo.com/news/rice-prices-skyrocketed-japan-farmers-172500461.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show for an in-person episode to recap the FOMC, discuss the state of the economy, housing, and his highest conviction ideas.Sponsor: Monetary Metals. https://monetary-metals.com/julia Links:    Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/   Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Timestamps:0:00 Welcome and introduction - Chris Whalen's first in-studio appearance0:24 Julia's introduction highlighting Chris's credentials and analysis1:16 Fed takeaway - Steve Miran only governor wanting 50bp cut2:19 Housing emergency coming - Fed drove prices up, Trump faces constraint2:31 Housing scenarios - mortgage rates retreating after quarter point4:17 Monetary Metals ad read5:34 Housing psychology - homeowners trying to sell at the top6:53 Office space comparison - no longer premium asset class7:38 Fed rate cut outlook - may not see more cuts for months9:58 Bank balance sheet problems - mortgage securities underwater10:54 Politics of inflation - housing affordability crisis13:10 Viewer housing question response - Florida 1924 parallels15:32 DC trip on GSEs - still no roadmap from Treasury18:43 Fannie/Freddie trade - made 30% then got out19:54 Taking profits22:36 Watching the herd mentality25:20 Dollar/deficit thesis - weaker dollar, Treasury pressure ahead27:47 Fed restructuring vision - eliminate Board of Governors31:09 Housing emergency declaration - resuming MBS purchases discussion33:51 Mixed economy - wealthy vs bottom quartile struggling34:34 Debt myths - Americans love inflation, debt is currency36:18 Highest conviction trade - gold and strategic silver

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche in-studio following the September FOMC. DiMartino Booth argues the Fed "chose independence over economy" with its 25bp cut, as Waller and Bowman sacrificed potential Fed chair positions by not dissenting for larger cuts. She presents compelling evidence the US has created zero jobs since April in the core private sector and calls a double-dip recession starting Q2 2024. DiMartino Booth's thesis is that "the Fed put is dead" - if the Fed goes to zero bound again, the 40% of stocks owned by 70+ year-olds will be forced to sell, stress-testing passive flows for the first time in history. She advocates reforming the Fed's structure, eliminating the conflicting dual mandate, and warns that unknown leverage in private markets represents the new systemic fault line.Sponsors: Monetary Metals: https://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/07352116550:00 Welcome and introduction - Danielle in studio post-FOMC0:36 Fed chose independence over economy - 25bp cut reaction2:32 Waller's non-dissent - sacrificing Fed chair shot for integrity3:46 US created zero jobs since April in core private sector5:43 Monetary Metals ad read6:43 Double dip recession call - started Q2 20248:53 Jobs typo in North Carolina data - continuing claims actually rose11:14 Top 10% now account for 49% of consumption12:21 Double dip recession explained - historical 1980-81 parallel14:31 1.4 million full-time jobs lost since January16:08 CEOs investing in AI to cut workers, not add jobs17:20 Fed's dual mandate doesn't make sense - inherently conflicting20:16 The Fed put is dead - new book thesis23:02 Zero bound means boomers sell stocks - passive never stress tested27:24 Fed structure needs reform - too many PhDs, need practitioners29:01 Lehman anniversary - Fed violated law with MBS purchases31:42 Private markets are new fault line - leverage unknown32:32 Final thoughts - give peace a chance, listen to each other

For the first time ever, French bond spreads are higher than those seen in Italy (both compared to Germany). This isn't just about "fiscal consolidation" worries and France's government budget, the real issue behind everything is economic differentials. Those need to be turned around and soon else France risks being the new, well, Italy. 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---------------------------------------------------------------------------------------------------------------------NYT French Government Collapses, Again, Deepening Paralysishttps://www.nytimes.com/2025/09/08/world/europe/france-vote-government-collapse.htmlCNBC France's Macron names loyalist Lecornu as new prime ministerhttps://www.cnbc.com/2025/09/09/france-macron-names-lecornu-new-prime-minister.htmlCNBC France's borrowing costs rise after Fitch downgrade — and there could be more bad news aheadhttps://www.cnbc.com/2025/09/15/frances-borrowing-costs-rise-after-fitch-downgrade-.htmlBloomberg French Borrowing Costs Top Italy's in Historic Market Shifthttps://www.bloomberg.com/news/articles/2025-09-09/french-borrowing-costs-top-italy-s-in-historic-market-shifthttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Crypto Rich - not his real name - is an unlikely combination of child protection social worker and totally red pilled blogger and crypto enthusiast. He chats to James about all sorts of things including the state of the world, home schooling, and why he - Crypto Rich not James - has such amazing skin… X - https://x.com/cryptorichyt Odysee - https://bit.ly/cryptorichodysee Rumble - https://bit.ly/cryptorichrumble 3Speak - https://bit.ly/cryptorich3speak Telegram: https://t.me/cryptorichofficial Podbean - https://bit.ly/cryptorichpodbean Youtube - http://bit.ly/youtubecryptorich http://Bit.ly/makewarhistory or http://bit.ly/lawfultaxprotest https://bit.ly/cryptorichhimmense (Testosterone supplement) ↓ 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, James 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 xxx

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/sniderYesterday's 10-year note auction produced something we've never seen before, and it totally upended everyone's expectations if not more. With the macro climate being what it is, the 10s sale was a "victim" of the increasingly prominent curve reshaping we're seeing everywhere. And "everywhere" absolutely includes the long bond, the 30-year maturity the mainstream has its sights on. Eurodollar University's Money & Macro AnalysisBloomberg Big Banks Nearly Get Shut Out of Treasury 10-Year Auctionhttps://www.bloomberg.com/news/articles/2025-09-10/big-banks-nearly-get-shut-out-of-treasury-10-year-auctionBloomberg Trump Isn't the Only Reason the Price of Money Is Risinghttps://www.bloomberg.com/news/articles/2025-09-11/podcast-trump-isn-t-the-only-reason-the-price-of-money-is-risinghttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

A record downward revision to payrolls adds to the evidence the US labor market is in dire shape while also heading in the wrong direction. In this video, we go over not just those details but also look ahead at the possible financial consequences should conditions continue to deteriorate in the way they appear to be. What else might be triggered by job losses in the real economy? More than a few possibilities. 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 Cox was born in England but headed East to seek his fortunes and ended up in Singapore where he became a history teacher. Then he discovered crypto and became a trader. Now he is the author of self-help blockbuster Truth & Beauty: The Sovereign Man's Philosophy. One James listens (and occasionally interjects) while the other James airs his theories on how a man should live a good, fulfilled, worthwhile life. https://www.amazon.co.uk/Truth-Beauty-Sovereign-Mans-Philosophy/dp/B0FK3WW5ZV ↓ 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, James 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 xxx

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 285 to discuss the economy and markets.Sponsored by Monetary Metals. https://monetary-metals.com/julia In this episode, Ted warns that markets are extremely expensive at 23x future earnings while the economy is flatlining. He expects coming Fed rate cuts to be an Arthur Burns-style policy mistake, creating a window to sell long bonds before higher structural inflation takes hold over the next 5-10 years. Oakley advocates significant cash positions (his firm holds 50% short-term treasuries) and exposure to commodities, energy, and gold as hedges against dollar decline and inflation. He sees concerning parallels to late 1990s day-trading mania among retail investors and emphasizes risk management over aggressive growth, particularly for older investors who need to preserve wealth rather than chase returns.With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation.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 Welcome and intro0:51 Big picture outlook - market extremely expensive 2:10 Disconnect between economy and markets - flatlining economy vs rising stocks3:20 48 years in markets - emotions never change at highs and lows4:43 Fed rate cuts coming - Arthur Burns mistake repeating6:24 Sell long bonds opportunity - inflation higher for next 5-10 years9:08 Most people don't know what's in their portfolios10:27 Rate cuts won't significantly impact 30-year rates12:02 Can Fed solve inflation? Only through Volcker-style aggressive tightening13:28 Jobs report 14:20 Recession outlook - wouldn't hurt to clean up system leverage15:52 Retail investor activity - zero commissions created day trading18:22 Warning signs from individual investors - last in, last out19:49 Liquidity allocation by age - different strategies for different ages22:49 Risk management key - never lose a lot of money26:59 Finding opportunities - screening 300 good companies29:45 Current allocation - 50% short-term treasuries across strategies31:48 Gold and bonds relationship - hard assets hedge against dollar decline33:48 Commodities outlook - 25-year lows present opportunity36:15 Biggest surprise this year - tariff costs not fully passed to consumers37:54 Biggest risk - America not as strong militarily as we think39:11 Optimism in American resilience and young people's potential

Dollar Tree says after seeing a major influx of especially middle-income Americans in its stores, it won't be able to raise prices. The latest jobs data leaves absolutely no doubt why that is. According to the turnover stats, the US labor market LOST jobs in June and July.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---------------------------------------------------------------------------------------------------------------------WSJ Dollar Tree Shares Fall as Tariffs Dampen Near-Term Outlookhttps://www.wsj.com/business/retail/dollar-tree-boosts-outlook-as-sales-jump-c48b7461WSJ Dollar General Draws Shoppers Across Income Levels, Raises Outlookhttps://www.wsj.com/business/retail/dollar-general-boosts-outlook-after-earnings-rise-95e4bff8https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Once Federal Reserve policymakers start making total sense, that's when you know. Officials are seeing the data the same way(s) we are, meaning a mess in jobs combined with an absence of any sign for tariff inflation. A big one came this week with a leading voice voicing caution and a growing possibility for that September fifty. 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---------------------------------------------------------------------------------------------------------------------Christopher Waller Let's Get On with Ithttps://www.federalreserve.gov/newsevents/speech/files/waller20250828a.pdfhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Michelle Davies is an old friend of the Delingpod. She is the miracle-working osteo - she can't call herself ‘osteopath' any more because she was struck off for being too unorthodox - who has healed numerous Delingpod listeners. In this freewheeling and very jolly chat, James and Michelle talk about whatever things crop up in their crazy heads, including, God, Michelle's adventures healing orphans in El Salvador, whether or not she is a witch or is doing the Lord's work, and much else besides. Mental Clarity: Daily Habits to Clear Brain Fog And Improve Focus https://healingwithmichelledavies.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, James 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 xxx

Two-year Treasury yields set a new almost-year low, falling below their prior April chaos lows. The yield curve is undergoing a profound reshaping that explains a lot more than Jay Powell's Jackson Hole performance. It also perfectly indicates what long-run interest rates are also doing as well as likely to do moving forward.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---------------------------------------------------------------------------------------------------------------------Bloomberg Goldman Sachs Says US Yield-Curve Shape Looks Like Zero-Rate Erahttps://www.bloomberg.com/news/articles/2025-08-06/goldman-sachs-says-us-yield-curve-shape-looks-like-zero-rate-erahttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Melody Wright, author of M3 Melody Substack, returns to the show for episode 284 where she delivers a stark assessment of the housing market. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Links:YouTube; https://www.youtube.com/@m3_melodyX: https://x.com/m3_melodySubstack: https://m3melody.substack.com/Timestamps0:00 Welcome and introduction - Melody Wright returns to the show1:26 Big picture housing outlook - abysmal spring and summer selling seasons3:42 New vs existing home price inversion - builders offering major incentives5:02 First-time home buyers at record lows since 1980s tracking7:17 Investment-driven housing market - not about homeownership anymore9:33 Owner occupancy fraud - FHA program abuse by investors12:06 Mortgage fraud prevalence - 30% chance when investors involved13:46 Julia's first-time homebuyer dilemma - waiting for prices to correct15:04 Demographics and housing supply - 15.6 million boomers leaving by 203517:52 North Carolina housing market turning - hope for buyers19:15 The "Zest effect" - emotional attachment to home value estimates20:20 Housing bubble worse than 2008 - fueled by speculation22:13 Insurance crisis - 50% increases tipping people into delinquency23:05 October 1st FHA changes - loan modification program ending23:25 Spring/summer seasons characterized as "abysmal"24:20 Tracking 2008 patterns - seasonal price peak already passed26:28 Fed rate cuts unlikely to impact housing significantly28:13 Where to find Melody's work and parting thoughts

Consumer fears over jobs increased yet again in August, as did expectations for a recession. Relatedly, two separate sources confirmed housing prices in the US fell yet again in their latest monthly estimates. Related because the one is causing the other; fears over jobs that aren't strictly fears are reducing demand for homes and a whole lot more. Deep down, even Jay Powell knows 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---------------------------------------------------------------------------------------------------------------------Jay Powell's August 2025 Jackson Hole speechhttps://www.federalreserve.gov/newsevents/speech/files/powell20250822.pdfConference Board August 2025 consumer confidence https://www.conference-board.org/topics/consumer-confidence/Bloomberg Weak US Housing Outlook Sends Australia's Reece Tumblinghttps://www.bloomberg.com/news/newsletters/2025-08-25/reece-tumbes-lithium-optimism-us-stocks-australia-briefinghttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Warren Pies, founder of 3Fourteen Research, explains how markets have transitioned from a deflationary mindset to a debasement era over the past five years, driven primarily by massive fiscal spending rather than Fed policy. He argues that anger directed at the Fed should be redirected toward fiscal authorities who created unprecedented pro-cyclical deficits. Pies is benchmark long equities and bullish on hard assets like gold, having hit his $3,500 gold target this year. He believes Fed rate cuts will be inconsequential since fiscal dominance has already changed the paradigm, and core CPI won't fall below 3% due to tariff-driven goods inflation replacing the pre-pandemic goods deflation that helped achieve the 2% target. This episode is sponsored by Monetary Metals. Visit https://monetary-metals.com/julia Links: https://www.3fourteenresearch.com/https://x.com/WarrenPiesTimestamps: 0:00 Welcome and introduction 1:18 Big picture framework 5:03 Behavioral changes in debasement era8:00 Fiscal dominance10:49 Jackson Hole speech 12:18 Labor market loosening 16:06 Immigration impact 17:31 Inflation stickiness 21:44 Widening perception gap in macro 26:23 Housing market outlook 30:07 Equity positioning 32:35 Bond allocation35:36 Gold outlook 37:06 Bitcoin allocation38:28 AI optimism 42:45 Closing remarks

Something has changed in China. Something big. Bank lending dropped sharply, more than it has. Fixed investment suddenly crashed. Retail sales contracted in a way China hasn't experienced since 2022's lockdowns. The usual economic and financial decay has been taken up a notch, if not two. So, naturally, Chinese stocks are soaring, one final negative signal. Yes, negative.Eurodollar University 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: monetary-metals.com/snider----------------------------------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Francis O'Neill is an artist who has been awake far longer than James. They chat about the degree to which Awake movement is infiltrated and how you can spot who the traitors are. Also on the agenda: the mystery of Lucy Connolly, the alleged resistance heroine, allegedly in prison for tweeting about an alleged triple murder by an alleged illegal immigrant at an alleged ‘Taylor Swift' ballet class, which allegedly provoked some alleged riots. Also: lessons of World War 1 - when a few men want war, war is what we all get. Allegedly. Francis O'Neill's Substack is here https://francisoneill.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, James 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 xxx

Jay Powell vs. Ronald McDonald? The FOMC yesterday published the minutes of its July meeting which showed a majority of officials believe inflation is the country's greatest threat. So, it was a huge shock when the world's biggest fast-food joint reported - ON THE SAME DAY - it was doing the opposite. Even the FOMC "majority" isn't as solid as it is made to appear, as the minutes also contained one observation that really does align with these real economy facts. 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 here: monetary-metals.com/snider----------------------------------------------------------------------------------------------------------FOMC Minutes for July 2025https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20250730.pdfFox Business McDonald's to slash combo meal prices to win back budget-conscious shoppershttps://www.foxbusiness.com/lifestyle/mcdonalds-slash-combo-meal-prices-win-back-budget-conscious-shoppersCNN McDonald's is cutting prices of its combo meals to convince customers it's affordable againhttps://www.cnn.com/2025/08/20/food/mcdonalds-combo-lower-pricesBloomberg Fed Chair Contender Bullard Backs 100 Basis Points of 2025 Cutshttps://www.bloomberg.com/news/articles/2025-08-21/fed-chair-contender-bullard-backs-100-basis-points-of-2025-cutsBloomberg US Stocks Extend Slide as Walmart Misses, Jobless Claims Risehttps://www.bloomberg.com/news/articles/2025-08-21/us-equity-futures-fall-as-walmart-misses-jobless-claims-risehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Jim Bianco, president of Bianco Research, returns to The Julia La Roche Show for episode 282 to react to Fed Chair Jerome Powell's Jackson Hole speech on Friday. Bianco argues Powell "caved" on rate cuts despite inappropriate conditions, with core inflation above 3% and markets at all-time highs. He explains that the pandemic permanently changed the economy, while Trump's immigration crackdown created net negative population growth for the first time in 50 years, making current job creation numbers of 35,000 monthly actually appropriate rather than concerning. Bianco warns that cutting rates with high inflation risks repeating last year's policy mistake when long-term rates rose anyway, and predicts tariffs will continue weekly rather than being one-time events. Despite concerns, he's optimistic about AI creating net positive job growth and transforming the economy.This episode is sponsored by Monetary Metals. Visit https://monetary-metals.com/julia Links:  BiancoResearch.com  BiancoAdvisors.com x.com/biancoresearch 0:00 Welcome and introduction0:38 Big picture reaction - Powell caved and will cut rates in September1:50 Why rate cuts aren't the right move - interest rates appropriately valued3:45 Inflation destroys economies - 35-40% of workers not getting 3% raises6:15 Path to 2% inflation - pandemic changed everything permanently8:59 Immigration's hidden impact - biggest driver of population growth10:26 Border shutdown changes everything - net negative immigration for first time11:53 Job creation numbers make sense - 35,000 jobs fine with no population growth12:50 Labor force participation - only way to boost jobs is wage inflation15:11 Long bond implications - tremendous flow into fixed income16:45 Risk profile investing - boomers should focus on fixed income17:48 Retail investor dominance - buying every dip since Liberation Day20:41 Will Powell cut? - 90% probability but market wants limited cuts22:00 Supply vs demand problem - for hire signs but no applicants24:03 Biggest risk - tariffs will continue weekly, not one-time event26:29 AI optimism - will eliminate 50 million jobs but create 70 million better ones

Nowadays we hear a lot from the right-wing that sounds like this: economics is a frivolous thing to be concerned about when we have matters of existential importance at stake, or economists care only about GDP, etc. In fact, the MAGA grassroots will find its goals more readily achieved if they actually listen to the (good) economists they've been told to despise. Sponsors: Agorist Tax Advice: Pick up a free copy of the brilliant Matthew Sercely's Agorist Tax Toolkit at: AgoristTaxAdvice.com/woods  Monetary Metals: monetary-metals.com/woods Show notes for Ep. 2677

Comic Alistair Williams chat about the evils of vaccines, when it's OK to lie, the relevance of Psalm 121 to James's strict new beach regimen and the usual gamut of amusing digressions. Also: do come to Alistair's next tour with Tania Edwards. Details are here https://linktr.ee/Alistairww ↓ 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, James 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 xxx

Today's focus is on gold as an ancient monetary value and addressing the challenge of earning a yield on gold. Jason also invites listeners to join an upcoming Jason Hartman University workshop in Phoenix at the end of September, which includes a bonus property tour and emphasizes learning the math of income property. Jason also mentions a masterclass scheduled for the second Wednesday of each month and encourages listeners to register. http://jasonhartman.com/phoenix http://jasonhartman.com/Wednesday Jason then welcomes Keith Weiner, the founder of Monetary Metals, to discuss his background and transition from software to the precious metals industry, including his solution for investing in precious metals and insights on Bitcoin's impact on monetary awareness. They explore other business models of renting gold to various industries, highlighting its innovative approach to financing gold inventory and potential advantages over traditional banking methods. Keith shares his experience with gold leasing and manufacturing, explaining concepts like fungibility, convexity, and the benefits of renting over owning in business contexts, while emphasizing the low risk nature of their gold rental business model. Invest with Monetary Metals via https://www.monetary-metals.com/Hartman Follow Keith at X: @realkeithweiner #MonetaryMetals #KeithWeiner #GoldYield #PreciousMetals #GoldLeasing #SilverYield #FinancialInnovation #FiatMoney #MonetarySystem #Convexity #GoldAsMoney #YieldOnGold #AssetManagement #JewelryIndustry #RecyclingGold #SputteringTechnology #FinancialFreedom #InvestmentStrategy #RealEstateInvestment #GoldFinance   Key Takeaways: Jason's Intro 1:33 Welcome 2:24 Sign up for JHU at the end of September 3:54 Join our FREE Masterclass every second Wednesday of each month Keith Weiner interview 4:17 Keith Weiner, bitcoin and the corrupt monetary system 7:04 Solving an investment problem 11:37 Being fungible and the dynamics of how this works 14:56 Tracking collateral and minimizing risks 16:41 Sputtering 19:12 How an investor can dive in 21:35 Calculating the numbers and getting paid in gold 24:48 Length & liquidation of contracts  27:52 Using gold as money     Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com  

The Revd Dr Jamie Franklin is the Priest in Charge at Holy Trinity Church, Winchester, co-host of the Irreverend podcast and the author of The Great Return: Why only a restoration of Christianity can save Western Civilisation. He chats to James about Galileo, the Enlightenment, modernist architecture, and goodness, truth and beauty. https://www.amazon.co.uk/Great-Return-Jamie-Franklin/dp/1399814923 ↓ 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, James 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 xxx

The JGB curve isn't behaving the way it "should", nor is that behavior universal to the entire curve. Not only that, similar patterns are playing out in US$ forward markets like term SOFR futures. Each of these curves are pricing therefore predicting the same general set of future outcomes, and, wildly enough, enormous difficulties in figuring out how and when to get there because of the same reason. Eurodollar University's conversation w/Steve Van Metre********If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below: http://www.monetary-metals.com/Snider/********https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

June housing data is in...and it is looking worse for real estate in the US. The Florida market is leading the way. Everyone is blaming "historically high rates" for the growing bust. Not only is that demonstrably false, the real reason has broad implications for interest rates and a lot more.  Eurodollar University's Money & Macro Analysis******If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below: http://www.monetary-metals.com/Snider/************https://eurodollaruniversity.substack.com/Eurodollar University's Anniversary Salehttps://www.eurodollar.university/sale******NAR Existing-Home Sales Report Shows 2.7% Decrease in Junehttps://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-2-7-decrease-in-juneNewsweek Map Shows Where Florida House Prices Are Dropping Fastesthttps://www.newsweek.com/map-where-florida-house-prices-dropping-fastest-2099013Newsweek Florida Housing Market Doing Something 'Unusual' in Multiple Citieshttps://www.newsweek.com/florida-housing-market-doing-something-unusual-multiple-cities-2094174WUSF 'Nothing's falling off the cliff': A look into Florida's real estate market, slowdown of home saleshttps://www.wusf.org/the-florida-roundup/2025-06-16/a-look-into-florida-real-estate-markethttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Thos Judge is a retired computer programmer, management consultant - and proud nuclear weapons denier. He tells of his extraordinary discovery, which began on Christmas Eve in 1982 with a chance encounter in a pub with a British ex-Prime Minister, who invited him over a pint “Ask me a question. Any question you like…” His books include Oppenheimer's Deadly Toys; Nuclear Weapons Fact or Fiction? and the forthcoming Punk Pensioner's Guide To A 140 Year Lifespan. His website is Thosjudge.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. ↓ ↓