WTFinance

The Recession has been Delayed, Not Cancelled with Jeff Snider


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Interview recorded - 30th of October, 2023

On this episode of the WTFinance podcast I have the pleasure of welcoming Jeff Snider - One of the foremost experts on the global monetary system and Host of Eurodollar University.

During this conversation we spoke about what Jeff is seeing in the economy, what this means for the bond markets, collateral issues, why the recession has not been cancelled but delayed and what is happening in China. I hope you enjoy!

0:00 - Introduction
1:11 - What is Jeff seeing in markets and the economy?
4:13 - What is the short end doing that most aren’t considering?
5:48 - Supply and demand issue for long bonds?
9:13 - What is the short end tell us?
11:53 - Why collateral could lead to deflation?
16:18 - Increasing yields reduced collateral pool?
18:23 - What impact will BoJ policy changes have on collateral?
20:53 - Is there the risk that the economy has shifted?
24:03 - Manufacturing PMI increasing, Service PMI decreasing?
25:48 - Weak employment data coming through?
27:59 - What will happen to the economy in the next 6 months?
29:53 - Could we have a financial crisis?
32:48 - More regional bank risk?
36:58 - Can China prevent an economic meltdown?
41:02 - One message to takeaway from our conversation?

Jeff Snider is one of the foremost experts on the global monetary system, specifically the eurodollar money system, and all aspects of its misunderstood inner workings and how they impact global markets, commerce, and economy. His podcast - Eurodollar University - aims to educate the public on the evolution and nature, and nuances of the eurodollar system and true monetary principles. He is a regular contributor to Real Clear Markets and a columnist for the Epoch Times, and is active on Twitter as well as He has been a guest on countless programs including MacroVoices, and Real Vision for his insights into the Eurodollar system, LIBOR, and repo/securities lending markets., etc.

Jeff Snider - 

YouTube -  @eurodollaruniversity  
Website - https://www.eurodollar.university/
Twitter - https://twitter.com/JeffSnider_AIP

WTFinance - 

Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/
Twitter - https://twitter.com/AnthonyFatseas

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WTFinanceBy Anthony Fatseas

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