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The “Safest” Companies Are Warning the Consumer Is Breaking

Eurodollar University · 2026-07-27 · 22 min

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Topics in this episode

Eurodollar UniversityJeff SniderMonetary OrderCentral BanksAlhambra Investments

Episode notes

There is a MAJOR dislocation across the entire marketplace you need to know about, and it starts with Nestle and French fries, not the fed funds rate. Swaps, inflation demand, curves, even oil; you name it. You think everyone agrees with the Fed or ECB about what's coming next, but the truth is the OVERWHELMING consensus is entirely different from what you're hearing. It's not even close and that's huge. Eurodollar University's conversation w/Steve Van Metre - Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to: or text EURO to 35052. - If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here - Twitter: I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here:

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