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On Sh*t... Another Private Credit Fund Just Blew Up

Eurodollar University · 2026-09-04 · 22 min

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Topics in this episode

Eurodollar UniversityJeff SniderMonetary OrderCentral BanksAlhambra Investments

Episode notes

Most people believe the private-credit mess has gone away - because that’s what you’re led to believe. It has been roughly a year since Tricolor and First Brands became the warning signs - the first cockroaches suggesting something much larger might be hiding inside the walls of private lending. And because there hasn’t been a dramatic collapse since then, the assumption is that the industry absorbed the losses, restricted a few withdrawals, and moved on. But the truth is almost the exact opposite. 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: - Eurodollar University Live 2 October 9-12, West Palm Beach, Florida 40 seats exist. Application only. - Twitter: I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers.

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