What Is the Credit Cycle, And Where Are We Now?

Episode notes

What Is a Credit Cycle - and Where Are We in It? These are questions that keep coming up with everything that’s happening in…the credit market. Not just private credit and shadow banks, but thinking more broadly. Those are where all the downside signals are strongest and where all the excitement is right now. But credit cycles go beyond one sector’s garbage lending and cockroach production. 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: - Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point It isn't that they're buying the wrong assets. They're using a broken map of the monetary system - and getting it wrong leads to catastrophic decisions. Let's fix that. Sunday, June 28 @ 5:30pm ET. Sign up below. - Twitter:

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