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Jeff Snider

43 Podcast Episodes

Latest 29 Nov 2022 | Updated Daily

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Jeff Snider LIVE! Swap Line Deep Dive (Is This GFC 2.0?)

The Rebel Capitalist Show

Check out my private, online investment community (Rebel Capitalist Pro) with Chris MacIntosh, Lyn Alden and many more for $1!! click here https://georgegammon.com/pro

54mins

21 Oct 2022

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MacroVoices #343 Jeff Snider: Why the Dollar Remains King

Macro Voices

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. With the USD appreciating to levels few predicted, it was time to bring back someone who predicted the move. So this week’s feature interview will focus on what the factors are that drive the U.S. Dollar. We’re also introducing a new show format this week, which includes adding a new personality to our postgame segment to keep things interesting. https://bit.ly/3LX9bxY Download Jeff’s slide deck: https://bit.ly/3SK5myg Download Big Picture Trading chartbook 📈📉 https://bit.ly/3dWjtSf ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://bit.ly/3SqTy45 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

1hr 27mins

29 Sep 2022

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The Next Big Trade - Jeff Snider on the “Grotesquely Upside Down” Eurodollar Futures Curve

Real Vision Daily Briefing: Finance & Investing

Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. Jeff Snider, the chief strategist at Atlas Financial and the co-host of the Eurodollar University podcast, joins Harry Melandri to talk about the “grotesquely upside down” Eurodollar futures curve in another gripping episode of The Next Big Trade. Jeff and Harry also discuss the implications of a rising U.S. dollar and the consequences of a collateral shortage for the global financial system. Learn more about your ad choices. Visit megaphone.fm/adchoices

53mins

14 Aug 2022

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Jeff Snider on the “Grotesquely Upside Down” Eurodollar Futures Curve

Real Vision: The Next Big Trade

Jeff Snider, the chief strategist at Atlas Financial and the co-host of the Eurodollar University podcast, joins Harry Melandri to talk about the “grotesquely upside down” Eurodollar futures curve in another gripping episode of The Next Big Trade. Jeff and Harry also discuss the implications of a rising U.S. dollar and the consequences of a collateral shortage for the global financial system.

53mins

9 Aug 2022

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Jeff Snider (Curve Inversions, Recession Probabilities, Dollar Shortage Deep Dive, 2020s = 1940s)

The Rebel Capitalist Show

✅ Check out Rebel Capitalist Pro with Chris MacIntosh, Lyn Alden and many more for $1 click here!! https://georgegammon.com/pro

1hr 16mins

30 Jul 2022

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They Wouldn't Listen! Jeff Snider with Steve van Metre [Eurodollar University, Ep. 258]

Eurodollar University

Steven Van Metre and Jeff Snider have partnered together to bring financial information, investment advice and monetary education to the public. ----EP. 258 REFERENCES----Steve Van Metre: http://www.portfolioshield.net/RealClear Markets Essays: https://bit.ly/38tL5a7Epoch Times Columns: https://bit.ly/39ESkRf-------THE EPISODES-------YouTube: https://bit.ly/310yisLVurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39XjrPodcastRepublic: https://bit.ly/3LH8JlV---------THE TEAM---------Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.------FIND THE TEAM-------Jeff: https://twitter.com/JeffSnider_AIPJeff: https://www.eurodollar.university/Emil: https://twitter.com/EmilKalinowskiEmil: https://www.EuroDollarEnterprises.comDavid: https://DavidParkins.com/Terence: https://www.VisualFocusMedia.comLazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg"Neon Dreams": https://youtu.be/8vk_pnHbeZ4-------DISCLOSURES--------Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

27mins

8 Jul 2022

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MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation

Macro Voices

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. Jeff says that monetary inflation is NOT the cause of out-of-control consumer prices, and he doesn’t see stagflation as a big risk. They discuss all of that and much more in this week’s feature interview. https://bit.ly/3uvwbMI Download Jeff's Charts 📈📉 https://bit.ly/3c1vHrD Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3NQoN5u ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

1hr 29mins

7 Jul 2022

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Jeff Snider Answers Your Questions, Eurodollar FAQs [Eurodollar University, Ep. 226]

Eurodollar University

Jeff Snider 'takes calls' from listeners across the globe. Your hottest requests! Playing the hits! Only on WFED 89.7 FM, The Reserve! Also, do callers play 'The U' in the background while making love? What does Jeff think about being responsible for bringing life into the world?----EP. 226 REFERENCES----Twitter Spaces: https://bit.ly/3vW4vk9Alhambra Investments Blog: https://bit.ly/2VIC2wWlinRealClear Markets Essays: https://bit.ly/38tL5a7-----SEE ALL EPISODES-----Alhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisL----HEAR ALL EPISODES-----Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39XjrPodcastRepublic:https://bit.ly/3LH8JlV---------THE TEAM---------Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "I Won" by Lukas Got Lucky.------FIND THE TEAM-------Jeff: https://twitter.com/JeffSnider_AIPJeff: https://alhambrapartners.com/author/jsnider/Emil: https://twitter.com/EmilKalinowskiEmil: https://www.EuroDollarEnterprises.comDavid: https://DavidParkins.com/Terence: https://www.VisualFocusMedia.comLukas Got Lucky: https://www.epidemicsound.com/artists/lukas-got-lucky/"I Won": https://www.epidemicsound.com/track/DLIf6oKwHI/

1hr 6mins

2 May 2022

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Michael Green: Nobody Wants Jeff Snider to Win! [Eurodollar University, Ep. 216]

Eurodollar University

Michael Green, professional gentleman of capital market structure, explains why US Treasury yields are rising, why options for Eurodollar future negative yields are gaining value, and why the balance of probabilities favors monetary / economic disinflation / deflation, not expansion, growth or inflation.-----SEE ALL EPISODES-----Alhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisL----HEAR ALL EPISODES-----Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason: https://bit.ly/3lt5NiHSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39XjrPodcastRepublic:https://bit.ly/3LH8JlV---------THE TEAM---------Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Melodic Space" by VELDA.------FIND THE TEAM-------Jeff: https://twitter.com/JeffSnider_AIPJeff: https://alhambrapartners.com/author/jsnider/Emil: https://twitter.com/EmilKalinowskiEmil: https://www.EuroDollarEnterprises.comDavid: https://DavidParkins.com/Terence: https://www.VisualFocusMedia.comVELDA: https://www.epidemicsound.com/artists/velda/"Melodic Space": https://www.epidemicsound.com/track/Wkrg98WtJS/#MichaelGreen #JeffSnider #Inflation #Deflation #EurodollarFutures #USTreasuryYields #YieldCurve

1hr

12 Apr 2022

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Jeff Snider: The Monetary System is Changing, Yield Curves, and Bitcoin - FED 78

Fed Watch - Bitcoin and Macro

If you enjoy this content please SUBSCRIBE, and REVIEW on iTunes, and SHARE! In this episode of Bitcoin Magazine’s “Fed Watch'' podcast, Christian Keroles and I sit down with Jeff Snider, Head of Global Investment Research at Alhambra Investments and premier Eurodollar expert, for a conversation about the current and changing state of the global financial system. We cover LIBOR and SOFR, the Federal Reserve hawkish pivot, what we can learn from yield curves, and of course, bitcoin. Why LIBOR and SOFR are important Deep in the heart of the Eurodollar system was the London Interbank Offer Rate, known as LIBOR. It was the rate that banks charged each other to borrow money. Since it acted as a Fed Funds rate of sorts for the international Eurodollar system, it was the rate at which informed all the other rates above it. For years, the Federal Reserve and other central banks had been trying to get rid of LIBOR and it seems they might have done it this time. In 2022, “financial firms using LIBOR face legal, operational, credit, regulatory, and reputational risk,” according to a Congressional Research Service (CRS) document published on Dec 15, 2021. Jeff's comments were insightful around why it had taken so long to move away from LIBOR and that the transition will take until at least June 2023 when the last futures contracts using LIBOR expire.  The replacement offered by the Federal Reserve is the Secured Overnight Financing Rate (SOFR), while private firms like Bloomberg are also offering alternatives. There is no clear winner at this time, and it might be that there isn’t one for a prolonged period of time. LIBOR was an emergent market phenomenon that allowed Eurodollars contracts to eat the financial world. From the above document, in 2020, LIBOR was referenced in $223 trillion worth of contracts. That’s a lot of unwinding, and Jeff mentioned that in stopping the market from using LIBOR, regulators opened up much more systemic risk and uncertainty. For my part, I think this a fantastic opportunity to observe how the system adapts to a fundamental change. One day, it will have to happen when they adopt bitcoin, so this experiment is one where we can get some data. Exploring Reasons for the Hawkish Fed Pivot I couldn’t let Jeff come on the show and not ask him what his thoughts are on the recent Jerome Powell flip-flopping. His response centered around the Fed being worried that the confusion and discontent over the world “transitory” was going to filter through to longer run consumer and business inflation expectations. That’s what the Fed has wanted since the Great Financial Crisis (GFC), but now they are worried inflation expectations will become too high. Jeff points out that inflation and growth expectations have actually been falling as the Fed has been pivoting hawkish (not after!). The 5y 5y forward is falling below 2% and the IMF has released their January updated GDP estimates for 2022, three months after their previous estimate, cutting US growth by 1.2% to 4 percent, and global growth to 4.4%. Next, we try to get into the head of the central banker and discuss other reasons Jerome Powell might have made this hawkish move, like to give room for future rate cuts and restarting of QE. What would the Fed do in the coming downturn if they were still at full throttle, rates at zero and QE at $120/month? That is the ECB’s current situation by the way. Yield Curves look more like Japan than Recovery Jeff is a yield curve whisperer. I ask him specifically about one of his recent points he made about the US yield curve is more like Japan, in the lost two decade sense, than any sort of recovery. He launches into a great explanation. I’ll quote at length because it’s that good. What we would expect to see if things are going from very wrong, which means low nominal levels, to something better than very wrong, or even normal, we would expect the yield curve to first steepen way out, nominal rates, especially the longer end to rise much more rapidly than those at the short end. And that would tell us, “OK, maybe there's a regime change. Maybe we're getting away from this Japan deflationary scenario, it's something better.”  It started to be the case early last year, late 2020 and early 2021, particularly January and February of 2021, when the yield curve did steepen out. The yield curve told us at that time, essentially because it was low still and not really transitioning all that much, but it was transitioning that the market was becoming a little bit more optimistic. If only relative to 2020. Which is not a very high standard for comparison. But it never really progressed much more than that. The yield curve always stayed low and flat, even though it had steepened out.  Now ever since March of last year, it has remained essentially that way, but it has flattened even more, because now we have the Fed coming in with its with its rate hikes expected for this year, which has had the effect of boosting short term interest rates without boosting long term interest rates. Now we have a flattening yield curve at an incredibly low level that never really got outside the Japanese range, for lack of a better term, which means the yield curve is telling us not inflation, more deflationary risks. Jeff Snider’s thoughts on Bitcoin Jeff has been on Fed Watch two previous times. Each time, we discussed bitcoin. He recently has been doing some different media where he gets to talk about bitcoin, so we were wondering if his opinions had changed at all. He is not anti-bitcoin. He likes bitcoin and wishes it luck, but doesn’t fully embrace it. His main hurdle in fully embracing it is important, and bitcoiners would be well served by listening to him and trying to answer it instead of dismissing it. I personally disagree, but he is coming from a vast knowledge of the current system. The bottom line is he doesn’t see a route to bitcoin being a transactional currency. He does see it as a store of value, but not able to get to a medium of exchange. The problem for Jeff is its lack of elasticity. Overall, it’s a rational argument and worth engaging with. I think I’ll write a future post for Bitcoin Magazine about precisely this criticism. Stay tuned. Thanks to Jeff Snider for coming on. It was a great conversation! If you enjoy this content please SUBSCRIBE, and REVIEW on iTunes, and SHARE!

49mins

26 Jan 2022

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