Business cycle contraction;Â general slowdown on economic activity
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Deutsche Bank. Wells Fargo. Both global systemically important banks are sitting here watching their stocks get pounded in the same way as BlackRock or Blackstone. Thankfully, not as bad as Blue Owl. Yet. And it is for the same reason. We know the private credit industry and shadow banks are in really bad shape. Markets are already looking outside of them to who might be next to have pay for really bad decisions. Eurodollar University's conversation w/Steve Van Metre----------------------------------------------------------------------------------Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
A simply brutal reminder from Canada about the real state of the global economy. The Canadians backed up the US payroll number for February, except in Canada it was the largest loss of jobs since 2022. As one big bank economist put it, this is a “simply brutal” result. While everyone has been talking, really hoping for reflation maybe recovery, the opposite keeps showing up instead. Especially where it comes to employment. 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----------------------------------------------------------------------------------Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web----------------------------------------------------------------------------------'Simply brutal': Canada lost 84K jobs in February; unemployment rises to 6.7%https://ca.finance.yahoo.com/news/simply-brutal-canada-lost-84k-jobs-in-february-unemployment-rises-to-67-123843924.htmlUS Economy Lost Some Momentum, Inflation Held Firm Ahead of Warhttps://www.bloomberg.com/news/articles/2026-03-13/us-consumer-spending-barely-rose-in-january-inflation-stronghttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Now it's Morgan Stanley's turn. Yesterday it was Cliffwater. Before that BlackRock and Blackstone. Of course Blue Owl. Morgan Stanley's $8 billion North Haven Private Income Fund becomes the latest shadow banking giant to both get hit with massive investor withdrawals and to deny most of them. Cliffwater also decided it was going to do the same. No wonder you keep hearing more and more people make 2008 comparisons – and there's one more you definitely need keep in mind. 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----------------------------------------------------------------------------------Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz explain the looming private credit crisis, IEA unleashing 400M barrels of oil (including 172M from the USA), and Rivian's new purpose-built robotics company. ---
Why are millennials and Gen Z having less sex than previous generations? On this episode of The Karol Markowicz Show, neuroscientist and author Dr. Debra Soh joins Karol to discuss the growing “sex recession” and the cultural forces driving it. Drawing from her new book Sextinction: The Decline of Sex and the Future of Intimacy, Dr. Soh explains how dating apps, social media, pornography, declining testosterone, and loneliness are reshaping modern relationships. She also explores how technology—from AI companions to sex robots—could dramatically change dating, intimacy, and even reproduction in the near future. Karol and Dr. Soh dive into why young men are increasingly shut out of the dating market, how screens are weakening social skills, and what the long-term consequences could be for society. They also discuss the politicization of science, Dr. Soh’s departure from academia, and practical advice for rebuilding real-world relationships in a digital age.See omnystudio.com/listener for privacy information.
Oil prices have surged past $100 a barrel, three ships were struck near the Strait of Hormuz just yesterday, and the word "recession" is creeping back into the conversation. And we're all feeling more than just a little bit anxious about what that means for our money. On this special bonus episode, Jean Chatzky sits down with Claudia Sahm, former Fed section chief, senior economist under President Obama, and creator of the Sahm Rule, a recession indicator that has been 100% accurate going back to 1959. Claudia breaks down exactly what's happening with oil prices and why it affects everything from your gas tank to your grocery bill to your retirement account. She explains what the Sahm Rule actually is, why she's cautioning people not to over-rely on it right now, and what she means when she says she just doesn't have "a good feeling" about this economy. Links mentioned: Claudia's Substack: Stay-At-Home Macro (SAHM) Claudia's writing at Bloomberg Opinion Join InvestingFixx — your first two classes are free! Learn more about your ad choices. Visit megaphone.fm/adchoices
It is beginning to look more and more like a slow-motion shadow bank run. Yet another massive fund hit with largescale withdrawals. Not only that, the liquidity pressure also led to more asset sales. But those aren't even the worst of the day's news: that comes from JP Morgan and it has to do with COLLATERAL.-------------------------------------Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web-------------------------------------Cliffwater's $33 Billion Private Credit Fund to See 7%-Plus Redemptionshttps://www.bloomberg.com/news/articles/2026-03-10/cliffwater-s-private-credit-fund-said-to-see-7-plus-redemptionsPimco Sees Crisis of ‘Bad Underwriting' in Private Credithttps://www.bloomberg.com/news/articles/2026-03-11/pimco-blames-sloppy-underwriting-for-private-credit-reckoningCliffwater in market with $1B private credit secondary salehttps://pitchbook.com/news/articles/cliffwater-in-market-with-1b-private-credit-secondary-saleJPMorgan Restricts Private Credit Lending After Markdownshttps://www.bloomberg.com/news/articles/2026-03-11/jpmorgan-marks-down-private-credit-portfolios-ft-reportsSomething on Wall Street 'Smells Like' 2008, Says Former Goldman Sachs Chief. Here's What It Is.https://www.investopedia.com/private-credit-stress-smells-like-2008-says-former-goldman-sachs-chief-blankfein-11920345
The next recession is already here. You may not see it, but you definitely feel it. Companies are quietly letting go of dozens or hundreds of workers at a time, interviews are getting harder to land, and those around you who made the most money are suddenly just trying to get by. This is the “white collar recession”—and a new report could prove that it's about to get much more severe. And what happens when the highest earners, those who buy homes and can get approved for mortgages, suddenly vanish from the housing market? The impacts could be widespread, and a permanent shift in real estate could be on the horizon. Today, we're unpacking it all—which jobs are most (and least) at risk, what will happen to the housing market as high-income earners lose their salaries (and ability to buy homes), and the markets most reliant on these types of white-collar jobs. But it's not all bad news. New opportunities could be emerging in select markets as a few major industries see stability, and one type of investment property becomes the most sought-after of all. In This Episode We Cover The “white collar recession” and the jobs most at risk due to AI Why this time it's different, and a recession may be inevitable How the housing market will permanently shift as homebuyers lose their income The most stable housing markets with the best employment potential One type of investment property every investor needs to keep an eye on (demand could rise) And So Much More! Links from the Show Join the Future of Real Estate Investing with Fundrise Join BiggerPockets for FREE Join us at the BiggerPockets Conference October 2-4 in Orlando. Buy tickets Sign Up for the On the Market Newsletter Find Investor-Friendly Lenders On The Market 401 - Off by Nearly 1 MILLION Jobs? Why New Jobs Report Will Impact Real Estate Dave's BiggerPockets Profile Anthropic Report Grab the Book, "Recession-Proof Real Estate Investing" Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/on-the-market-407. Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
Everywhere we look, people are blaming the "trust recession" for why their holistic nutrition or health coaching business isn't growing. But what if this market shift is actually working in your favor? In this episode, we're breaking down what people ACTUALLY want in 2026 (hint: it's not more information) and how to maximize this changing market instead of complaining about it so you can experience huge growth without burning yourself out.NEXT STEPS:
Our host, John Przygocki, sits down with ClearBridge Investments' Jeff Schulze to assess the US economic outlook, evolving recession risks, and the market implications of escalating geopolitical tensions. The conversation spans inflation dynamics, the potential impact of oil price increases and Fed policy expectations, while also exploring AI disruption and providing an update on US equity markets.
We've been covering the macro housing bust for some time, and while it's still there another major problem has come up and for the same reasons. Mortgage delinquencies and even foreclosures have come into the conversation, especially in places like Texas. Rates continue to tick lower but no one is buying houses, home price growth has completely stalled, and now more borrowers are falling behind on their loans. 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----------------------------------------------------------------------------------NAR Existing-Home Sales Report Shows 1.7% Increase in Februaryhttps://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-1-7-increase-in-februaryCities With the Highest Mortgage Delinquency Rateshttps://wallethub.com/edu/cities-mortgage-delinquency-rates/141263VantageScore CreditGauge™ January 2026: Mortgage Delinquencies Rise as Early-Stage Credit Stress Broadens Across Borrowershttps://vantagescore.com/resources/knowledge-center/press_releases/vantagescore-creditgauge-january-2026-mortgage-delinquencies-rise-as-early-stage-credit-stress-broadens-across-borrowersMortgage Delinquencies Increase in the Fourth Quarter of 2025https://www.mba.org/news-and-research/newsroom/news/2026/02/12/mortgage-delinquencies-increase-in-the-fourth-quarter-of-2025HOUSEHOLD DEBT AND CREDIT REPORThttps://www.newyorkfed.org/microeconomics/hhdc.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Why 87 Million Americans Are Ditching Traditional Employment (And How You Can Too) Summary Discover why millions of Americans are quitting their traditional 9-to-5 jobs and transitioning into lucrative side hustles in 2026. In this episode, Tracy Brinkmann dives into the top 8 side hustles open to digital entrepreneurs and online entrepreneurs, highlighting opportunities to make money online with six-figure income potentials. From AI automation services and experience-based consulting to digital products for beginners and specialized tutoring, learn proven marketing strategies and tips for entrepreneurs to build passive income and replace your day job. Tracy breaks down startup costs, realistic earnings, and practical email marketing tips to help you grow your email list and boost sales. Whether you're looking for side hustles for busy parents or innovative digital marketing tactics, this episode equips you with actionable advice and digital product ideas. Subscribe to the AI Escape Plan Newsletter for weekly insights and start your journey toward online entrepreneurship and financial freedom today. Key Timestamps 00:00 Opening - The 2 AM bank account reality check 00:45 Episode Overview 01:50 The Foundation Shift 02:45 Carter Osborne Case Study 04:05 Side Hustle #1: AI Automation Services - $200/hour with zero coding experience 05:15 Side Hustle #2: Experience-Based Consulting - Package your expertise 06:00 Side Hustle #3: Digital Products - Create once sell forever 07:25 Side Hustle #4: Specialized Tutoring - Steven Menking's $1,000/hour strategy 08:20 Side Hustle #5: User-Generated Content - Kelly Rocklein's 6-figure UGC business 09:05 Side Hustle #6: Skilled Trades - AI-proof income up to $300/hour 10:35 Side Hustle #7: Content Creation & Podcasting - Anonymous income with AI tools 11:15 Side Hustle #8: Remote Healthcare Support - 70% growth opportunity 12:25 The Reality Check - Why most side hustles fail and what 2026 changes 13:30 The Bigger Picture - Death of industrial employment model 15:05 Whiskered Wisdom - Your specific action step for this week Key Insights & Strategies Shared The Economic Reality 95% of workers say income hasn't kept up with cost of living Global gig economy hit $674 billion in 2026 87 million Americans will be freelancing by 2027 (nearly half the workforce) One in four adults already runs a side business The Carter Osborne Blueprint Started tutoring as side hustle in 2017 Quit PR director job by 2024 to earn $220K working 10 hours/week Most income from digital products, not direct tutoring $37 Google Doc made $800 in first week The 8 High-Earning Opportunities 1. AI Automation Services $60-200/hour rates on Upwork/Fiverr Projects range $2,000-15,000 Startup cost: $117/month (ChatGPT Plus + HighLevel) Example: Austin wellness studio paid $400/month for 10-minute ChatGPT bot 2. Experience-Based Consulting $75-150/hour for specialized knowledge Focus on specificity (customer retention specialist vs. business consultant) Mid-to-late career professionals excel with battle-tested solutions 3. Digital Products 90% profit margins after fees E-learning market racing toward $370 billion by 2026 Earnings: $1,000-50,000 monthly depending on niche Sell transformation, not just information 4. Specialized Tutoring Market hit $10.4 billion in 2024, growing 14.5% annually Steven Menking: up to $1,000/hour private tutoring Platforms: iTalki ($30-60/hour), Preply, Wyzant Focus on specialization, not competing on price 5. User-Generated Content Kelly Rocklein: six-figure business while keeping corporate job $200-500 per video through Billo, Insense, #paid Social media management: $50/hour once ROI proven No massive following required 6. Skilled Trades AI-proof income streams Marisa Risden: $4,500/month via TaskRabbit/Thumbtack Independent contractors: up to $300/hour specialized work Recession-resistant demand 7. Content Creation & Podcasting Ginni Saraswati-Cook: $50K monthly, doubled yearly 2026 twist: Anonymous channels using AI tools ElevenLabs (voice), Runway (editing), ChatGPT (scripts) Top podcasters: $30K-100K through multiple streams 8. Remote Healthcare Support 70% year-over-year growth Medical coders: nearly $40/hour average Lower barrier to entry than expected Certification requires organization skills, not medical degree Resources Mentioned AI Automation Platforms ChatGPT Plus ($20/month) HighLevel ($97/month) Zapier (workflow automation) Make.com (no-code automation) Upwork & Fiverr (freelance marketplaces) Digital Product Platforms Teachable (course creation) Thinkific (online courses) Etsy (template marketplace) Shopify (e-commerce store) Gumroad (digital downloads) Tutoring Platforms iTalki (language learning) Preply (conversational practice) Wyzant (academic subjects) UGC & Social Media Billo (UGC platform) Insense (brand collaborations) #paid (influencer marketing) Skilled Trades TaskRabbit (home services) Thumbtack (local services) Content Creation Tools ElevenLabs (AI voice generation) Runway (video editing) ChatGPT (script writing) Action Steps to Take This Week's Specific Action Pick ONE of the eight side hustles and spend 30 minutes researching the first step: AI Automation: Sign up for ChatGPT Plus Consulting: Write down 3 specific problems you've solved in your current job Digital Products: Identify one thing you know that others struggle with Tutoring: Research rates in your expertise area on iTalki or Wyzant UGC: Create sample content and research brand collaboration platforms Skilled Trades: List your practical skills and research local demand Content Creation: Experiment with AI tools for anonymous content Healthcare Support: Research certification requirements in your area Financial Preparation Research quarterly estimated tax requirements for 1099 income Consider forming an LLC if scaling toward full-time Don't let tax considerations stop you from starting Mindset Shifts Required Security comes from diversification, not dependence Focus on solving real problems, not chasing trends Start with proof of concept before major investments Call To Action Ready to stop trading hours for dollars and start building income streams that work around your family schedule? Subscribe to the AI Escape Plan Newsletter - specifically designed for parents ready to break free from the 9-to-5 grind. Each issue delivers practical, AI-powered strategies to start, grow, and streamline side hustles, all designed to protect your family time while boosting your income. Your roadmap to more money, more freedom, and more of what truly matters. Visit: DarkHorseInsider.com Key Quotes "The side hustle economy isn't a backup plan anymore - it's become the foundation of American work." "People pay for solutions to their problems, and you don't need thousands of subscribers to make money." "There are no prerequisites to starting a successful side hustle." "The side hustle economy is no longer coming. It's here. And it's waiting for you to claim your piece of it."
Chaos at the Asian open last night with uncontrolled panic buying sending oil prices up to as high as $120 per barrel. Thankfully, they backed down and actually ended the day down by 8%. Still, that wild ride isn't good, indicating the world is really struggling with the oil challenge. We're already seeing significant fallout across the world, from dollars to stocks. Eurodollar University's Money & Macro Analysis-------------------------------------Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web-------------------------------------Oil Near $120 Sparks ‘Stampede to Sell' in Stocks and Bondshttps://www.bloomberg.com/news/newsletters/2026-03-09/oil-near-120-sparks-stampede-to-sell-in-stocks-and-bondsBroad agreement in G7 not to release oil reserves just yet, says G7 officialhttps://www.reuters.com/business/energy/broad-agreement-g7-not-release-oil-reserves-just-yet-says-g7-official-2026-03-09/Oil Market Chaos to Deepen as More Gulf Giants Cut Outputhttps://www.bloomberg.com/news/articles/2026-03-08/oil-market-chaos-set-to-deepen-as-more-gulf-giants-cut-output$100 Oil Shock Set to Strain Asia's Cash-Strapped Governmentshttps://www.bloomberg.com/news/articles/2026-03-09/-100-oil-shock-set-to-strain-asia-s-cash-strapped-governmentsJapan's Nikkei Enters Correction as Oil Spikes, Iran Fears Weighhttps://www.bloomberg.com/news/articles/2026-03-08/japan-equities-set-to-resume-fall-on-escalating-middle-east-woesPrice Caps, Rationing and Stockpiling: Alarm Swells Over Oil Disruptionshttps://www.nytimes.com/2026/03/09/business/iran-oil-gas-asia.htmlYardeni Raises Odds of US Market Meltdown to 35% on Iran Warhttps://www.bloomberg.com/news/articles/2026-03-09/yardeni-raises-odds-of-markets-meltdown-to-35-on-iran-war-riskshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Here's something nobody tells you about adulthood: at some point, you will be expected to both host people in your home and maintain meaningful friendships with those people over decades, with no training, no manual, and no one checking in to see how it's going. This is, it turns out, a lot to ask. Pete and Tommy are asking it anyway.This week the guys dig into the deeply relatable anxiety of being a good house guest and a good host — the unwritten rules, the creature comfort confessions, and the one historical cautionary tale about a famous author whose name you absolutely know that will make you feel significantly better about your own guest behavior. You're welcome.From there, the conversation turns to friendship itself — specifically, why maintaining it feels so much harder than it used to, what the research actually says about why that is, and what embarrassingly simple things turn out to make the biggest difference. Spoiler: it's not a grand gesture. It never is.Want more? Check out The Friendship Issue: We Just Met. I Miss You Already. from Season 10, and The Regrets Issue: Sorry Seems to Be the Hardest Pizza for when the guilt spiral hits. ---Learn more about supporting this podcast by becoming a member. Visit allthefeelings.fum/join to learn more!
In this episode of The Winston Marshall Show, I sit down with journalist and commentator Allister Heath for a wide-ranging conversation on the Iran war, oil markets, and the economic shockwaves now hitting the global economy.We begin with the sudden surge in oil prices following the conflict with Iran, and examine why the Strait of Hormuz has become the most dangerous economic chokepoint in the world. Heath explains how disruptions to shipping lanes, energy markets, and supply chains could rapidly drive inflation higher, push up energy bills, and place enormous pressure on Western economies.The conversation explores how war in the Middle East affects ordinary households, from petrol prices to food costs, and why energy shocks have historically triggered recessions. We discuss the fragility of the global financial system, the volatility of oil markets, and why geopolitical conflict can cascade quickly into economic crisis.We also debate Britain's economic resilience, the policy failures that have left Western countries exposed to energy shocks, and whether governments are prepared for the consequences of prolonged instability in the Middle East.A sobering and wide-ranging discussion about war, energy, markets, and how geopolitical conflict can rapidly reshape the global economy.-----------------------------------------------------------------------------------------------------------------------Watch the ad-free and extended conversation here: https://open.substack.com/pub/winstonmarshall/p/the-real-danger-is-economic-could?r=18lfab&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true----------------------------------------------------------------------------------------------------------------------Chapters 00:00 Introduction02:06 Why Iran Targeted the Strait of Hormuz05:04 Energy Wars and the Cost of Conflict07:00 Russia, China and the Global Oil Market09:15 Can the US Reopen the Strait of Hormuz?12:56 Drones, Mines and Iran's Asymmetric Strategy14:07 America's Military Supply Chain Problem16:39 Britain's Military Weakness Exposed19:05 Britain's Long-Term Economic Decline21:47 What Victory Over Iran Actually Looks Like26:54 Boots on the Ground vs Special Forces28:23 The Economic War: Sanctions and Global Pressure31:09 China's Role in Supporting Iran33:55 The Coming Oil Shock for Britain and Europe36:39 Debt Markets, Mortgages and the Risk to the UK Economy40:22 Why America Is More Protected Than Europe44:42 Could the War Trigger a Recession?49:12 AI, Markets and the Risk of a Financial Crisis52:26 Britain's Welfare State and the Road to Decline Hosted on Acast. See acast.com/privacy for more information.
Send a textCould a few thousand dollars spent on a Property Condition Report actually save your self-storage investment…and pay for itself many times over? Joe Downs and guest David Harkness of Fivefold Technical Consultants prove exactly why the answer is yes. This is the inspection tool that saved Belrose and their students over $200,000 this year alone. David brings his engineering expertise, drone technology, and boots-on-the-ground experience to every acquisition, and in this episode he reveals what he actually finds on site: failing metal roofs, catastrophic drainage problems, hidden vehicle damage, and deferred maintenance that sellers routinely underestimate. This is the self-storage investing intelligence that separates the investors who survive from the ones who thrive. Listen For::12 What due diligence mistake turned a “$200,000 roof fix” into a $1 million problem?1:50 What is a property condition report and how is it different from a home inspection?7:07 What are the three most valuable things investors get from a property condition report?17:36 Why did this Buffalo-area facility really need a full roof replacement?28:25 What hidden self-storage issues help investors renegotiate major discounts? Leave a positive rating for this podcast with one click CONNECT WITH GUEST: DAVIDE HARKNESS, TECHNICAL DIRECTOR | SENIOR CONSULTANT AT 5-FOLD TECHNICAL CONSULTANTSWebsite | LinkedIn | Email CONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | InstagramJoe Downs on LinkedInBelrose website | Belrose email | Belrose LinkedIn Follow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.Attend the LAST Self Storage Academy of 2026A 3-Day Live Implementation Event for Investors Ready to Executehttps://selfstorageacademy.com/https://selfstorageacademy.com/
Not one but two negative payrolls. That's what we got from the latest update on the employment situation, a double dose of flat Beverage amidst a historic week in the oil market and another major escalation in the private credit bust. And all these things go together. The looming oil shock is coming at the worst possible time with employment already in this bad shape. And private credit, well, as I've been telling since last summer, negative payrolls would change everything. 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
Roundup of the Week's Top Stories in Economics and FreedomIran, China and the PetrodollarTrump Allies Capture CNN$1.3 Trillion Climate Rule ScrappedAI taking 10,000 Hollywood Jobs a MonthWill Iran Cause a Recession?Read the article "Will Iran Cause a Recession?" at https://www.profstonge.com/Visit our Sponsor: Monetary MetalsEarn 5% to 12% interest on your physical gold and silver, paid in physical gold and silver.Visit our Sponsor: CoinKiteProtect your Bitcoin with an Ultra-Secure Hardware WalletProfstonge WeeklyWeekly articles on economics and freedom and a monthly investment Watch ListDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show
In this episode of the Market Insights podcast, Fisher Investments' founder, Executive Chairman, and Co-Chief Investment Officer, Ken Fisher, tackles a fresh round of listener questions. Ken shares his thoughts on topics like tariffs' economic impact, the probability of a recession in 2026, being a “perma-bull,” and comparisons between AI stocks and the dot-com bubble.. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 01/12/2026. Visit our episode page, where you'll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
Recession fears for 2026 persist, with J.P. Morgan estimating a 40% probability of a U.S. and global downturn. Concerns are driven by high inflation, rising unemployment, and trade uncertainties, and war in the middle-east.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:10 Sponsor: Tangem00:50 Big Week01:30 Oil depot bombed02:00 Trump press conference02:20 Emergency Reserves03:00 Trump 201203:30 CNBC: Sky is the limit04:30 End of March05:00 Not the biggest oil06:00 Trueflation06:30 Recession07:45 Ben Cowen: Fed checkmate09:45 Recession odds10:15 Black Swan priced in?10:40 CNBC: Cracks from financial giants12:40 Cathie Wood: Private market risks15:00 xNASDAQ15:40 Solana RWA16:00 Tom Lee purchases increasing16:30 OGs buying spree17:00 Pokopia17:40 Senate race 202618:15 Texas18:45 How this ends19:45 Ceasefire20:00 Outro#Crypto #Bitcoin #Inflation~Recession Fears Skyrocket!
In this episode of The Chinchilla Picking Podcast, David Underwood and Brandon Beaver dive deep into the chaotic market shifts hitting in early March 2026. From a massive jobs report revision to the rapid displacement of labor by Artificial Intelligence, the landscape of the American economy is changing overnight.What's inside this episode:The Jobs Illusion: Why the BLS just wiped out thousands of jobs from the record and what "zero growth" means for your portfolio.The Private Equity Crisis: BlackRock is limiting withdrawals and writing loans down to zero. Is your money safe?The AI Revolution: Why high-level execs are resigning over Pentagon deals and how AI is fundamentally changing the definition of a "Recession."Market Plays: Brandon breaks down why he's still backing NVIDIA and Main Street Capital (MAIN), plus a look at Oracle, Tesla, and Aries Capital (ARCC).Whether you're a day trader or a long-term investor, this episode covers the essential macro trends you can't afford to ignore.
Welcome to today's ICYMI, where we kick off the week with a quick game-changing tip from one of our guests that you might have missed. Money can be a major point of shame, anxiety, guilt, and avoidance for a lot of us, so we're throwing it back to this deep dive with financial expert Jessica Moorhouse on the psychology of money and how to heal your relationship with it, so you can stop toxic financial habits and rewire your money mindset. Jessica is a millennial money expert, speaker, Accredited Financial Counsellor Canada®, bestselling author of Everything but Money, host of the More Money Podcast, and a leading voice on personal finance and emotional literacy in financial wellness. Listen to our full episode with Jessica here. Check out Jessica's book, Everything but Money. Follow Jessica on Instagram, YouTube, and her website. Tune in every Monday for an expert dose of life advice in under 10 minutes. For advertising and sponsorship inquiries, please contact Frequency Podcast Network. Sign up for our monthly adulting newsletter:teachmehowtoadult.ca/newsletter Follow us on the ‘gram:@teachmehowtoadultmedia@gillian.bernerFollow on TikTok: @teachmehowtoadultSubscribe on YouTube
Send a textWhen a U.S.-Israel military operation launches against Iran and the Strait of Hormuz hangs in the balance, what does that mean for your self-storage portfolio? Scott Meyers cuts through the noise of the Iran conflict to deliver the practical, market-savvy analysis self-storage investors need right now. Scott unpacks Operation Epic Fury's immediate impact on oil prices, interest rates, inflation, and real estate markets then makes the data-backed case for why self-storage remains uniquely positioned to weather the storm. From the four D's of demand to month-to-month lease flexibility and a 190-basis-point outperformance over inflation from 2008 to 2024, Scott gives investors a clear-eyed picture of what's happening, what it means, and exactly what to do next.Listen For:2:44 What is Operation Epic Fury and why does it matter to self-storage investors right now?6:16 How did oil prices, treasury yields, and stock markets react the moment the Iran conflict began?13:59 How does the conflict in Iran directly affect the real estate market and self-storage construction costs?27:51 What opportunities does the current interest rate environment create for self-storage buyers with dry powder?32:28 What is Scott Meyers' practical playbook for self-storage investors navigating this market uncertainty?CONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | InstagramFollow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.Attend the LAST Self Storage Academy of 2026A 3-Day Live Implementation Event for Investors Ready to Executehttps://selfstorageacademy.com/https://selfstorageacademy.com/
Rudyard Griffiths and Sean Speer discuss spiking oil prices and the economic fallout from escalating conflict between Israel, the United States, and Iran. They examine how spiking oil prices threaten to push North America into recession, impact household budgets and mortgage rates, and expose vulnerabilities in Canada's debt-dependent economy. They also explore whether market pressures will influence President Trump's war strategy and question the sustainability of America's unilateral approach without consulting allies. The Hub is Canada's fastest growing independent digital news outlet. Subscribe to The Hub's podcast feed to get all our best content: https://tinyurl.com/3a7zpd7e (Apple) https://tinyurl.com/y8akmfn7 (Spotify) Watch a video version on YouTube: https://www.youtube.com/@TheHubCanada Follow The Hub on X: https://x.com/thehubcanada?lang=en CREDITS: Amal Attar-Guzman - Producer Elia Gross - Editor Rudyard Griffiths and Sean Speer - Hosts Vahid Salemi/AP Photo - Photo Credit
Chaos in the energy patch sent both prices and spreads exploding. It was the latter - the blowout in spreads - that is now the most concerning for what it says about this growing oil shock. At almost historic levels, just a nickel short of setting a new record, this kind of intensity and upset is alarming. Here's why and what you need to know.Eurodollar University's Money & Macro AnalysisJoin us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web
BlackRock's flagship private credit fund is getting hit with so many withdrawals the company has no choice but to start blocking these requests. It's another major escalation pointing to even more anxiety and maybe some panic in the credit market. The fact this shows up on a day when payrolls went negative yet again and oil has gone nuclear should not be dismissed, either. Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-webBlackRock Private Debt Fund Slumps After Slashing Dividendhttps://www.bloomberg.com/news/articles/2026-03-05/blackrock-slashes-another-private-loan-value-from-100-to-zeroBlackRock Slashed Private Loan Value From 100 to Zerohttps://www.bloomberg.com/news/articles/2026-02-27/blackrock-private-debt-fund-slumps-after-slashing-dividendBlackRock limits redemptions at private credit fund as outflows swellhttps://www.ft.com/content/2336fccb-745d-4f3b-8ade-d84f0027e70f
In this episode of the Jim Paulsen Show, Jim joins Jack Forehand and Justin Carbonneau to break down the macro forces shaping today's markets and economy. Jim explains why the economy may be far weaker than headline GDP numbers suggest, how technology and AI investment are masking weakness in the broader economy, and why leadership in the stock market may be shifting. The conversation also explores the market implications of geopolitical conflict, the relationship between policy and market leadership, and how investors should think about AI's long-term economic impact.Topics covered in this episodeHow geopolitical events like the Iran conflict affect markets, volatility, oil prices, and investor sentimentWhy market reactions to geopolitical shocks often fade once the situation is “vetted” by investorsThe relationship between oil prices, the US dollar, and global financial marketsWhy Paulsen remains constructive on international stocks and emerging markets despite recent volatilityWhy energy and food now represent a much smaller share of consumer spending than in past inflation cyclesThe argument that inflation fears may be overstated given structural disinflationary forces in the economyHow AI and technological innovation can destroy some jobs while simultaneously creating new economic demandWhy technological progress often lowers costs and expands markets rather than simply eliminating workThe concept that the “new economy” driven by technology investment is now large enough to influence overall GDP growthPaulsen's analysis showing that roughly 11 percent of the economy tied to new-era investment is growing rapidly while the remaining 89 percent is barely growingWhy the broader economy may resemble a recession even while headline GDP remains positiveHow the dominance of large technology companies in indexes like the S&P 500 may be masking weakness in the broader marketThe historical “toggle” between technology leadership and broader market leadership in equity marketsWhy policy conditions like the yield curve and monetary easing often drive leadership shifts toward value, small caps, and cyclical stocksWhether the Federal Reserve could begin easing policy without a traditional recessionWhy policy support may eventually broaden the bull market beyond technology stocksTimestamps0:00 Jim Paulsen on geopolitical volatility, oil prices, and market reactions2:50 How investors should think about the Iran conflict and market implications10:50 The relationship between oil prices, the US dollar, and safe-haven flows12:20 Why Paulsen likes international and emerging market stocks14:30 Why higher oil prices may not lead to sustained inflation18:40 AI disruption and the economic debate around jobs and productivity23:00 How innovation historically creates new demand and economic growth29:40 Technology is the tail wagging the economic dog33:30 Why the “new economy” is growing far faster than the rest of the economy37:00 Evidence that most of the economy may already resemble a recession41:00 Profit growth disparity between technology and the rest of the economy45:40 Why the stock market can mask weakness in the broader economy46:30 The historical leadership toggle between tech and the broader market49:00 Valuation differences between technology and other sectors50:30 How policy conditions influence market leadership55:00 Signs that leadership may already be shifting beyond tech57:00 Could the Fed ease without a traditional recession59:00 What a policy shift could mean for the next phase of the bull market
Energy prices renewed their surge higher today. As it stands, WTI is now just shy of $80 per barrel, up 22% in a week. Wholesale gasoline is now above $2.60 per gallon, a 30% rise since last Thursday. These are the biggest short-term energy spikes we've seen since 2022. Because of that, we have to start seriously considering various potential paths for this burgeoning oil shock, up to and including a 1990 scenario where conflict in the Middle East sent energy prices skyrocketing and tipped a weak economy here and around the world into full-blown recession. Eurodollar University's Money & Macro Analysis
Paul and Jim share a somewhat funny take in MarketWatch from an investor who is all over the place, but actually represents many people who are still trying to beat markets and be “good” at investing. Listen along as these two investors talk about how markets go up during recessions and why being a good investor isn't about looking at all the news and trying to get your money in the right place at the right time. Later in the episode, Jim shares four signs to watch out for to avoid getting scammed out of a lot of money. Always remember, “If it sounds like it's too good to be true, it probably is.” Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.
What is whorebaiting? Why do people pretend to be sex workers when they're not? Edie and I discussed this, along with the "female gaze" in sex work, working through recessions, my criticisms of Kayla Jade, and starting a business as a sex worker.Edie Montana is a stripper, performer, show director, and writer. She is the co-founder and director of Slut Riot, a growing platform that combines art and activism, aimed at de-stigmatising sex work through performances and art. Born and raised in the Italian countryside, she completed a master's in Cultural Studies in New Zealand with her thesis on sex work representation, and now lives in Berlin. Her writing has been published in The New York Times and Huffpost, among other publications.Follow Edie on Socials:https://www.instagram.com/edie.montana/Check out Slut Riot:https://www.instagram.com/slvtriothttps://linktr.ee/slvtriot
The Swiss National Bank just issued a very rare warning hinting at currency intervention in the franc. While there is a mini-panic mainly in the mainstream media over oil being inflationary, look instead at what is going on in Switzerland and how it got to be this way. The last few years of consumer prices and interest rates. They are instructive about what we should expect everywhere else – including what happens when the world gets hit with a major oil spike. 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----------------------------------------------------------------------------------SNB Touts Intervention Threat as Iran Crisis Rattles Marketshttps://www.bloomberg.com/news/articles/2026-03-02/snb-says-increasingly-prepared-to-intervene-in-fx-marketshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Optimism among U.S. CPA decision-makers in February improved when compared with the outlook in November, but overall sentiment remains guarded. That's one conversation topic in the latest Journal of Accountancy podcast episode. In the episode, Ken Witt, CPA, CGMA, associate director–Management Accounting Research & Development for the AICPA and CIMA, break down the sentiment about the domestic economy, the global economy, and respondents' companies. The discussion also touches on top challenges, hiring plans, and recession expectations. What you'll learn from this episode: The increase in own‑company optimism from the previous quarter. The reasons that both optimists and pessimists cite for their views. The "dance" that inflation and domestic economic conditions have done on the survey's list of top challenges. Projected revenue and profit growth in the coming 12 months.
The oil spike has reached the global pain threshold unleashing liquidations and a scramble for liquidity. At the same time, another big development in private credit that is already spilling over into other parts of the marketplace. The dollar is jumping, never a good sign and no shortage of reasons why it is.Eurodollar University Money & Macro AnalysisJoin us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web
Global portfolio strategist James Kostohryz explains why the US and Israel are at war with Iran and why it may last longer than we think (0:35) Oil shocks can lead to business cycle recessions (29:00) Gold pricing in risk (37:20) US treasury bonds (53:40) Silver and copper (1:01:20)Show Notes:Will War Trigger A Bear Market And Spike In Oil?Fiscal Headwinds And Unrealistic S&P EPS Growth With James KostohryzStrait Of Hormuz: Main Focus Of Investors In Iran-Israel ConflictEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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The conflict erupting with Iran has already impacted financial markets, though the initial impact has been pretty muted. Most of the effect has fallen on the energy sector and related, no surprise. Oil has surged above $70 per barrel, US benchmark, while wholesale gasoline has soared 17% just since Thursday. Interest rates are up though not in the way you might think. Instead, USTs are signaling something else - something big. 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----------------------------------------------------------------------------------Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
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The financial news throws around terms that are hard to understand. Let’s break it down for you. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.
Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/cy4DikN or code euro50.Former Twitter CEO Jack Dorsey's latest firm, Block, announced it is laying off as much as 40% of its current workforce. The company also said it would rely on AI moving forward to take up any additional work, sparking renewed fears the technology is about unleash a torrent of unemployment. Joblessness is definitely a major concern, but there is far more to it and the real story of Dorsey and Block. Eurodollar University's conversation w/Steve Van Metrehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Economist Howard Yaruss, the author of "Understandable Economics" and a professor at New York University, says that the market and the economy are strong on average, but that "chaos" — including the international tensions that escalated in Iran over the weekend, but also tariff and trade policies and more — should have investors leaning into gold. Yaruss notes that the market has seen so much speculative activity — including trillions for dollars invested into artificial intelligence infrastructure — so that when people see smaller-than-expected payback, the market and economy could go through the kind of demoralizing event that, historically, creates a recession. Yaruss isn't the only one focused on chaos, as Vijay Marolia, chief investment officer at Regal Point Capital, talks in "The Week That Is' about "disruption" being the keyword for the week and beyond. He says that tensions in the Middle East have the potential to disrupt the oil market, noting how artificial intelligence has disrupted software stocks and, more broadly, technology companies and the market itself, but he also says that investors need to avoid disrupting their own portfolios by over-reacting to the headlines and the rapid-fire emotional swings. Building on that theme of changes impacting the market's leading sector — and continuing a theme from recent Danger Zone segments, Kyle Guske, investment analyst at New Constructs, says that technology stocks outside of the Mag 5 are headed for trouble. And, yes, he calls it the "Mag 5" because he doesn't think two companies come close to still qualifying as "magnificent." Plus, Herb Greenberg, editor of Herb Greenberg's Red Flag Alerts, discusses his recent coverage of Blue Owl's private credit meltdown and how the company's answers to questions on private credit may be a sign of more trouble ahead, not just for the BDC company – which has been hammered since it stopped redemptions in a non-traded BDC due to problems with some of its software lending – but for private credit markets generally.
The credit market's terrible, horrible, no good, very bad week finishes off with yet another bankruptcy and more losses for the big Wall Street names. Worse, it's the same thing yet again: fraud and fake collateral. Plus, more bad news among BDCs has shares down. Dealer banks, however, continue to prepare for not only what we're seeing now, but looking ahead beyond it. Eurodollar University's Money and Macro AnalysisJoin us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-webNew Credit Blowup in London Has Wall Street Chasing Billionshttps://www.bloomberg.com/news/articles/2026-02-26/a-new-credit-blowup-in-london-has-wall-street-chasing-billionsMFS Creditors Warn of £930 Million Shortfall From Double Pledgeshttps://www.bloomberg.com/news/articles/2026-02-27/mfs-creditors-warn-of-930-million-shortfall-from-double-pledgesFS KKR Private Credit Fund Plunges to 2020 Low as Bad Loans Bitehttps://www.bloomberg.com/news/articles/2026-02-26/fs-kkr-private-credit-fund-cuts-dividend-amid-rise-in-bad-loans
Tim Goeglein, Sr. of Focus on the Family Why young adults need Dating 101 Stumbling Toward Utopia Toward a More Perfect UnionThe post The Dating Recession – Tim Goeglein, 2/27/26 (0583) first appeared on Issues, Etc..
Just today over in Europe, two of the continent's biggest insurance companies put out statements that show this thing has already gotten very serious. At the same time of course, European banks just bought another epic amount of govt bond safety, the second most in any month on record, after telling the ECB they're highly risk averse and who can blame them with everything that keeps coming out. 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----------------------------------------------------------------------------------Insurers See Themselves Shielded From Private Credit Worrieshttps://www.bloomberg.com/news/articles/2026-02-26/axa-s-buberl-sees-concern-over-private-credit-says-exposure-lowDeutsche Bank Leads EU Lenders' Exposure to Shadow Bankshttps://www.bloomberg.com/news/articles/2025-12-11/deutsche-bank-most-exposed-in-europe-to-shadow-banks-ubs-sayshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Something has shifted in the coaching and consulting space, and it's not money. It's trust. Clients are asking better questions. Taking their time. Looking more closely before they commit. In this episode, I break down how to price within a trust recession. We'll talk about why dropping your rate reactively weakens your positioning, how over-explaining your price signals doubt, and what to strengthen instead: visible process, tighter specificity, depth over volume, and extending trust before expecting it back. When prospective clients think more carefully, you don't shrink your fee, you become clearer, stronger, and more intentional in how you position the value of what you are delivering. In this episode, I talk about: What a trust recession really is - and why money isn't the issue. Why lowering your price in response to hesitation destabilizes your positioning. The difference between creating comfort and creating real trust in a sales conversation. How over-explaining your rate can unintentionally signal doubt. How making your process visible & more specific calms a buyer's nervous system. The leadership mindset required to hold premium pricing in a discerning market. ~~ For full show notes, transcript, and to check out Your Pricing Breakthrough, click here: www.themoneycoachschoolpodcast.com/127
Another day, several more critical development in the credit markets. Loss projections are soaring. A second fund stepped forward acknowledging asset sales (at lower prices). Big (related) shift in rates markets that ties in the Fed, yield curve, and everything else. Here we go over all three; what happened, what it all means. Eurodollar University's Money & Macro Analysis------------------------------------------------------Eurodollar University's Free Guide (video) to interpreting market signals. Taken from the EDU membership, it will help you learn fundamentals necessary to deciphering and decoding market information in a useful manner, unlike everything you get from mainstream sources. https://web.eurodollar-university.com/home------------------------------------------------------Private Credit Fears Deepen With UBS Warning of 15% Defaultshttps://www.bloomberg.com/news/articles/2026-02-24/ubs-now-sees-private-credit-defaults-reaching-15-in-worst-caseBoaz Weinstein Warns ‘Wheels Coming Off' Private Credit Fundshttps://www.bloomberg.com/news/articles/2026-02-24/boaz-weinstein-warns-wheels-coming-off-private-credit-fundsPrivate Credit Fund Is Selling $477 Million of Assets at 94% Value as Industry Worries Continuehttps://www.bloomberg.com/news/articles/2026-02-24/new-mountain-bdc-is-selling-477-million-of-assets-at-94-value
Now it's Jamie Dimon's turn, JP Morgan's highly visible CEO is the latest to make the 2008 comparison. Following up last year's cockroach quip this time saying a lot of people in the financial industry have done dumb things. But here's the thing, markets all over the world are starting to price it. The worry showing up in safe havens is maybe this really is happening - right now. From Canadian bonds to Swiss francs, Japan, China and yes Treasuries. Eurodollar University's Money & Macro Analysis------------------------------------------------------Eurodollar University's Free Guide (video) to interpreting market signals. Taken from the EDU membership, it will help you learn fundamentals necessary to deciphering and decoding market information in a useful manner, unlike everything you get from mainstream sources. https://web.eurodollar-university.com/home------------------------------------------------------Jamie Dimon says AI euphoria, record stocks and banks doing ‘dumb things' could lead to another financial crisishttps://www.cnn.com/2026/02/24/economy/jamie-dimon-warningThe Viral Citrini Substack Post That Has Sparked New AI Worries on Wall Streethttps://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-tariffs-02-23-2026/card/the-citrini-substack-selloff-70cWx0scioiLradyuTRaYen Slides After Report on Takaichi Caution Over Rate Hikeshttps://www.bloomberg.com/news/articles/2026-02-24/yen-extends-decline-after-report-on-takaichi-s-rate-hike-viewhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Axe Body Spray has a comeback plan… help users use less Axe Body Spray.10 years after Brexit, Milan is shining as the winner… Milan is the new London.Sam Altman dissed humans for drinking more water than AI… but Temu AI is the real threat.Plus, why hockey players statistically lose teeth… It's a Molar Recession$SPY $UL $META $AMZN $Buy tickets to The IPO Tour (our In-Person Offering) TODAYAustin, TX (2/25): SOLD OUTArlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): SOLD OUTGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.
In the wake of Blue Owl's shocking announcement last week basically trapping retail investors in a private credit fund they don't want to be in, signs of fallout from it are trickling in. To begin with, private continues to sell off, Blue Owl especially. But it's not just private credit, we're seeing stress in other corners of the risky credit markets, too, which has a number of prominent analysts and observers wondering if maybe we are seeing too many signs that look too much like 2007. 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
Walmart has been one of the few to benefit from the difficult economy the past few years. It's gotten to the point where even high income earners have become regular Walmart shoppers. But here's the thing, this week when forecasting earnings for the year ahead, now even Walmart is a bit concerned over the possible further negative consequences of what it's CFO called a “hiring recession.”Eurodollar University's conversation w/Steve Van Metre--------------------------------------------------------------------------This is the kinds of material we've been covering - at length and in depth - at Eurodollar University in our Deep Dive Analysis and memberships. It's the background, the core concepts, the unique insight that allows us to not just stay on top of everything, but actually understanding what's going on and why to then anticipate roughly where the markets, the economy, the entire world is heading. EDU's Memberships and Subscriptions. Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.https://web.eurodollar-university.com/eurodollar-vsl-page-a--------------------------------------------------------------------------Walmart Cites Worrying Economic Indicators in Cautious Forecasthttps://www.bloomberg.com/news/articles/2026-02-19/walmart-cites-worrying-economic-indicators-in-cautious-forecastFood Companies Sink as Executives Warn of Consumer Stresshttps://www.bloomberg.com/news/articles/2026-02-17/general-mills-warns-of-slumping-sales-on-weak-consumer-sentimenthttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
1. Bunker 1: Truman's Fair Deal and Internal Party Strife. In late 1949, President Truman struggled to implement his liberal Fair Deal reforms while facing a budget-draining recession and fierce opposition from fiscally conservative Democrats. Guest: Nick Bunker.