Best Monetary Order Podcasts (2024)

1
New Data Shows the ENTIRE Service Economy Is Facing Collapse 17:45

1h ago17:45

17:45

New information from various sources all around the US service sector shows a downturn taking hold in that segment with employment signals turning more and more negative. It confirms the ongoing and more decisive bull steepening continuing to take shape in the Treasury market. Even mainstream sources are having to cover the fact there is something …

1
Germany Is in Full Blown "Crisis" Mode, Heres What that Means for the World 18:51

5m ago18:51

18:51

German observers are saying the economy has reached crisis proportions and the reason is what the US economy's weakness is doing to the rest of the world. Rather than recover as many in Europe had hoped, the situation has turned grim due to America's growing negatives. As one result, bulls are firmly in charge of all the curves. Eurodollar Universi…

1
Chinese Company PLUNGES 30% (This Confirms Everything) 18:02

14m ago18:02

18:02

Chinese e-commerce retailer Temu becomes the latest global consumer business to warn about the economy - exactly what bonds have been doing all year much to the growing frustration of authorities. They'd rather derail lower market rates at the same time as cutting their own? It actually does make a lot of sense as all these things are related. Euro…

1
The REAL Reason Interest Rates are TANKING 18:43

2h ago18:43

18:43

Just as low interest rates are being validated in every way, some Economists like Nouriel Roubini are alleging that yields are instead being held down by noted monetary genius Janet Yellen who has the Treasury Department engaged in a form of stealth QE. The problem is actually Economists who think interest rates are nothing more than tools to be ma…

1
Everything The Main Stream Media Missed at Jackson Hole 18:32

1h ago18:32

18:32

Jay Powell's Jackson Hole appearance and speech wasn't really about rate cuts. It was a sales job trying to sell you and as much of the world as possible on the Fed itself. Just making the pitch, however, means implicitly admitting the US economy just leapt out of the frying pan and into the fire. Powell says it's OK because he knows how to turn th…

1
Jerome Powell Bombshell Speech Reveals Everything You Need To Know About The Economy 21:49

4m ago21:49

21:49

It wasn't just a pivot, Powell admits the US economy is in trouble as unemployment has already started rising. While that's it's own can of worms, there are also more monetary and financial considerations related to what happened early in August. CLOs, collateral, stock market liquidations, all tied to what the Fed just agreed to. Eurodollar Univer…

1
Central Banks Are Now Making Emergency Rate Cuts (Is the Fed Next?) 20:59

16m ago20:59

20:59

The economy really has deteriorated quickly, enough that what seemed highly unlikely if not impossible early in July was very near to happened at the end of the month. I said a July Fed rate cut was in play on the 3rd and now according to the FOMC's minutes...it was. That, along with panicky central bankers seeking to quicken the pace of cutting, i…

1
BREAKING: Job Market Just Revised Down 800,000! (Payroll Crash) 18:40

7d ago18:40

18:40

Was Macy's the latest victim of the strong labor market? That doesn't make sense, of course, and now the government data has been revised massively lower to better align what really happened last year with where we are this year. The new figures show not just one-third fewer jobs gained, more importantly what that does the rate of change in the rat…

1
Gold Surges To All-Time Highs (Everything You Need to Know) 19:04

7d ago19:04

19:04

Gold jumped to another record high at the same time stocks are back closing in on theirs. Only two weeks after global financial chaos that has everyone wondering where things are heading, the implications of each could not be more different. So, where does everything else stack up? Is it just gold vs equities? Eurodollar University's Money & Macro …

1
If This is Right, Unemployment is About to SKYROCKET 19:02

30m ago19:02

19:02

Economists and officials therefore the financial media continue to downplay the plunge in US consumer confidence, repeatedly referring to it as a "vibe-cession" that doesn't fit with the current data or modeled forecasts. History, common sense, and even econometric math isn't on their, or the data's, side. All of those say unemployment is about to …

1
Episode 36f - Aldous Huxley's Brave New World 8:00:35

4d ago8:00:35

8:00:35

X: @MonetaryRevolu3 My work will always be free, but if you want to help out feel free to leave something small in various ways. BTC: bc1qphahmcaefeef3k837s8a35kgs0u5z69efnt4zh XMR: 41rWHcKVyn3BauSBimY5oSCVc8x6NPYPxQM2WF5DYEq5BpZVwpz8sT94H54nETMAP2JF384qvaG63UsTjTwzyA6z2K2E2VHBy Monetary Revolution

1
The REAL Economic Data Was Just Released, It's Not Good 17:43

4d ago17:43

17:43

Revisions are a normal part of high frequency data. Constant, near-exclusive downward revisions are not. Rewrites should be more evenly distributed which means these stats are overstating the economy. Plus, the problem is spreading hitting retail sales and IP as well as payrolls. While everyone went nuts over retail sales, the problem with July's n…

1
I've Changed My Mind, I Think Interest Rates are About to Rise, Here's Why 17:19

11d ago17:19

17:19

Financial volatility. Recession conditions. Lower growth and inflation. The rate cuts are still coming. So, that means interest rates around the world are about to go...UP? The fundamentals haven't changed - the calendar has. Eurodollar University's Money & Macro Analysis https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU…

1
What Steel Prices CRASHING Means for the Global Economy 16:37

13m ago16:37

16:37

Steel prices are plunging, down a quarter since May at lows not seen since 2016. The chairman of the world's largest producer just said he expects it to get much worse in terms of prices and for industry. The implications are far broader than steel or China. Eurodollar University's Money & Macro Analysis Bloomberg World’s Biggest Steel Producer War…

1
This Was the Point of NO return (CPI Breakdown) 17:43

5d ago17:43

17:43

This was supposed to be all about "inflation" and instead everything is coming up jobs - including the latest CPI report. From Home Depot's most recent admission to now US refiners taking drastic steps to avoid getting caught with an energy glut (yep, that's right), the entire economy flipped from "sticky inflation" to Uh-Oh over employment. Eurodo…

1
Record Amounts of Capital Urgently Fleeing China (Everything You Need to Know) 19:01

20h ago19:01

19:01

While the world was distracted by US recession provoking a Japanese stock market crash, China was continuing to meltdown. In just the past few days the country reported: a record drop in foreign money fleeing China; the first contraction in bank lending to the real economy in nineteen years; record low market interest rates; and the PBOC going off …

1
Why is the Global Economy So Interconnected? 18:42

19m ago18:42

18:42

How in the world does sudden fear over a US recession lead to a crash in Japanese stocks? Even more important, what might that crash suggest about the US recession? Our world is more interconnected than you've been led to believe. Our entire economic worldview is oriented around national groupings not because that’s the way the world works but beca…

1
Economist Calling for an Emergency 75 Basis Point Rate Cut 19:04

4d ago19:04

19:04

After a chaotic, somewhat panicky prior week, the talking points went out with a clear aim to restore calm. That meant downplaying every last concerning development, starting with Jeremy Siegel. Sure enough, he played along and on it went from there. Even Fed officials know what's coming yet they'll keep denying anything's wrong right up until the …

1
This Warning Indicator Has Only Been Here 3 Other Times 17:33

19d ago17:33

17:33

Though calm was restored after a wild few days in global financial markets, key market signals remained steadfastly negative. One of the most crucial of those even dropped to a level we've only seen three other times in more than 35 years - all three some of the worst cases. Moreover, that one was corroborated by a record low for swaps also set thi…

1
Every Time This Happens, It Leads to High Unemployment 18:42

16d ago18:42

18:42

Last week, the markets and the media melted down over well-founded recession fear. This week, in the aftermath, everyone will say it was all overblown. That's just normal. Meanwhile, the actual recession continues to progress and the data keeps showing momentum is all on that side. This includes yet another signal strongly correlated with unemploym…

1
Something Fundamentally has Changed the Economy What It Means for You 18:11

8d ago18:11

18:11

The date July 11 keeps coming up in a lot of different markets, starting with stocks. The Nikkei's last all-time high was on that day and so was the NASDAQ's. But July also features prominently in commodities and even Treasuries. The reason for it confirms so many suspicions about what just happened this past weekend therefore what it means going f…

1
Global Asset Prices are Repricing Risk Assets (Rapidly) 17:47

6d ago17:47

17:47

When even big-name mainstream Economists are begging the Fed for emergency rate cuts, you might already have the sense this wasn't just a one-weekend show. US recession scrambles a lot of fundamental perceptions and values, causing a substantial and sizable repricing across asset classes. That repricing just happened to be most obvious and violent …

1
Japan is CRATERING, The Rest Of The World Is Next... 18:40

21d ago18:40

18:40

Japan was the epicenter for a wave of liquidations in smashing financial markets all over the world. It had all the telltale signs of a collateral and margin call. This wasn't about Japanese banks or even Japan, rather the sudden realization over the US soft landing narrative going up in smoke triggered a monster repricing and revaluation. So, what…

1
The Recession Has Hit The Job Market 18:57

8d ago18:57

18:57

The July payroll report confirmed the US economy is heading for trouble. Key parts of it showed recession has likely already begun. As reality dawns across the marketplace, focus turns to what comes next now that the soft landing didn't land. Eurodollar University's Money & Macro Analysis https://www.eurodollar.university Twitter: https://twitter.c…

1
It's Official: The Recession is Here 17:42

9d ago17:42

17:42

With the questions of "what" and "when" now mainly answered, we can finally focus on "how bad." To start putting together some answers, we'll use three different markets and sets of indications each examine a separate aspect of the recession proposition; short run, intermediate, and the long term. Eurodollar University's Money & Macro Analysis http…

1
It's Official: Unemployment Is About to Hit the Fan 21:42

15d ago21:42

21:42

A whole bunch of bad data, much of it focused on deterioration in the US labor market (pre-July payrolls). That unleashed huge swings in rates markets and forward rates. One reason for all this is the historical pattern is perfectly clear. What we're seeing right now happens EVERY TIME. No exceptions. Eurodollar University's Money & Macro Analysis …

1
Episode 36e - George Orwell's Nineteen Eighty-Four - Part Two 6:46:33

13d ago6:46:33

6:46:33

X: @MonetaryRevolu3 My work will always be free, but if you want to help out feel free to leave something small in various ways. BTC: bc1qphahmcaefeef3k837s8a35kgs0u5z69efnt4zh XMR: 41rWHcKVyn3BauSBimY5oSCVc8x6NPYPxQM2WF5DYEq5BpZVwpz8sT94H54nETMAP2JF384qvaG63UsTjTwzyA6z2K2E2VHBy Monetary Revolution

1
Episode 36e - George Orwell's Nineteen Eighty-Four - Part One 5:24:25

12d ago5:24:25

5:24:25

X: @MonetaryRevolu3 My work will always be free, but if you want to help out feel free to leave something small in various ways. BTC: bc1qphahmcaefeef3k837s8a35kgs0u5z69efnt4zh XMR: 41rWHcKVyn3BauSBimY5oSCVc8x6NPYPxQM2WF5DYEq5BpZVwpz8sT94H54nETMAP2JF384qvaG63UsTjTwzyA6z2K2E2VHBy Monetary Revolution

1
Japan's Central Bank Just Hiked Rates WHILE in a Recession 19:05

12d ago19:05

19:05

Central banks don't hike rates during a recession. Or do they? The Bank of Japan just did and for the second time. By doing it, BoJ is laying itself bare; both in terms of transparently acting politically and maybe more important exposing the lie about interest rate policies. Peter Pan is not happy. Eurodollar University's Money & Macro Analysis Ba…

1
Jobs Have Completely Stopped Hiring 16:36

13d ago16:36

16:36

Hiring in the US absolutely plunged in June, so much you really have to see it to believe it. At the same time, global fast food giant McDonalds reported lower same store sales for the first time since 2020. The reason why people can no longer afford to eat as much under the golden arches isn't necessarily price changes, what's changed recently is …

1
The Global Repo Market is Starting to Explode (does This Mean a GFC is Near?) 18:25

1M ago18:25

18:25

A whole lot going on in the eurodollar shadows. Record high repo pool (reverse repo) at the Fed. Bull steepening even more aggressively outside of Treasuries. Primary dealers absolutely hoarding collateral to a degree we haven't seen since March 2020. Banks around the world heavily buying safety and liquidity. The dollar hammering currencies. But w…

1
People Are Running Out Of Money 18:01

1M ago18:01

18:01

According to the latest update, US consumers are out of savings. As nominal incomes have slowed way down, consumers have cut back only somewhat mainly spending on goods - causing the goods recession every big-name company is currently warning over. With unemployment rising and savings gone, there's no margin left even to maintain the current rate o…

1
This Just Confirmed Everything 18:04

1M ago18:04

18:04

Companies around the economy are increasingly warning about the negative effects of the goods recession, one after another missing revenue and sales targets/expectations. The latest from several of the largest global businesses point to deepening macroeconomic setbacks. Even the automobile industry is showing signs of serious weakness, starting wit…

1
New GDP Report Shocks the Market (what you need to know) 18:43

1M ago18:43

18:43

A majority of Americans believe the US is in recession and has been for some time. Second quarter GDP just came out wildly above expectations. So is everyone wrong? Not quite. In fact, the GDP estimates actually explain why people are so mad, what they are already doing about it, and why that spells trouble for the entire economy. Eurodollar Univer…

1
HOLY SMOKES, You Won't Believe What Just Happened To Bonds 18:33

20d ago18:33

18:33

The Treasury curve continues to make escalating even decisive bull moves. It's not difficult to see why, as another global consumer company admits its having trouble selling its products and in this case to the more well-to-do segment. In addition, former Fed members are urging immediate rate cuts openly wondering if it might be too late. One neigh…

1
The Q&A 100 2-hour Spectacular 2:12:48

1M ago2:12:48

2:12:48

Replay of the livestream Member Q&A 100 epic discussion. George. Jim. Steve. Mike. Eric. Brent. Emil and Jeff back together again. Two hours of back and forth. Including why Home Alone lied to you. There was so much all in one place. Spirited back and forth between all the fellas, a real deep dive in true Eurodollar University style. Arguing about …

1
The REAL Reason China’s Economy Is in Crisis Mode 19:00

1M ago19:00

19:00

China's dollar woes have jumped in recent months, so much that they've come out of the eurodollar shadows enough to impact the onshore banking system in an unexpected way. Foreign holdings of negotiable bank CDs have exploded. We'll discuss what that means and how it relates to China's dollar shortage and the surprise set of rate cuts announced by …

1
Why Getting A Good Job Feels Impossible Right Now 18:46

1M ago18:46

18:46

To way too many Americans and other workers, this is already a recession of opportunity. Without the major statics yet to show it, mainstream commentary has mocked their plight as a "vibe-cession." Now the data is beginning to more clearly align with the recession "vibe", suddenly even authorities are starting to worry so out comes the rate cuts. A…

1
What Will Happen When the Fed Finally Cuts Rates 19:58

1M ago19:58

19:58

All year all anyone has heard is the Fed and its rate cuts. Soft landings imply a little weakness but no worry, Jay Powell will cut rates once maybe twice and everything will be just fine. The only question is, why on earth does anyone believe this? The evidence and history of interest rate targeting - as you'll see - is indeed 100%, as in total fa…

1
The Copper Gold Ratio is Sending a Massive Warning to the Economy (here's what that means) 18:05

1M ago18:05

18:05

In the midst of other major warnings, here comes another substantial one. Copper has moved way past its supply squeezed record high from just two months ago and is now crashing. At the same time, gold is reaching new heights. The copper to gold ratio therefore just dropped to its lowest since...November 2020. Taking a deeper look at what all this m…

1
The Global Monetary System Is Reliant on Swap Spreads (and they are doing something big) 18:56

1M ago18:56

18:56

Swaps are of paramount importance to the financial world, priced by the very monetary system itself. As a consequence, swap market indications are even more critical than the yield curve. But what does it all mean, and how can you decipher what appear its confusing signals? A few minutes on some manageable basics and you're ready to read the market…

1
We Need to Discuss the Yield Curve Immediately 17:36

1M ago17:36

17:36

Another part of the yield curve un-inverted, this time the short to long segment. Demonstrating the perpetual inability to make sense of it, mainstream sources are suggesting some "Trump trade" is behind this. No. Unequivocally no. The classic bull case is building and this is merely the latest nascent signal. It isn't complete yet, but incoming da…

1
It's Over: China’s ENTIRE Economy Just Collapsed 20:09

2M ago20:09

20:09

It started Friday when China's central bank reported more than just new record low credit stats, the deterioration over the past few months has been astounding. That obviously spread to the Chinese economy which the government confirmed today with ugly data across-the-board, big miss in GDP and grim numbers on retail sales. Yet, everyone wants more…

1
The Japanese Government Is Getting Desperate As The Yen Collapses 19:07

2M ago19:07

19:07

Why does the Japanese government keep intervening trying to prop up the yen, and why does it keep failing? This isn't just about the yen or Japan, nor is it completely a matter of what's unfolding right now. There is a deeper truth that needs to be made more widely which applies universally to monetary systems around the world. And the yen's crash …

1
Episode 36d - Plato's The Republic - Part Two 7:25:35

1M ago7:25:35

7:25:35

X: @MonetaryRevolu3 My work will always be free, but if you want to help out feel free to leave something small in various ways. BTC: bc1qphahmcaefeef3k837s8a35kgs0u5z69efnt4zh XMR: 41rWHcKVyn3BauSBimY5oSCVc8x6NPYPxQM2WF5DYEq5BpZVwpz8sT94H54nETMAP2JF384qvaG63UsTjTwzyA6z2K2E2VHBy Monetary Revolution

1
Inflation Report Reveals the Truth About the Economy 18:18

2M ago18:18

18:18

There was an unnoticed yet absolutely critical detail in the June CPI report that pointed to a lot more than just benign disinflation, a development that has only rarely been observed in decades of history. More disturbing still, the context behind this one is consistent with those few past instances including a few new pieces of subsequent informa…

1
Bombshell CPI Report Shocks The Market (Here's What You Need To Know) 18:23

2M ago18:23

18:23

The June consumer price estimates at first seemed like good news. Two months in a row at low and now negative changes. But these past two months have shown a little more weakness than most had bargained for, instead so many of the details consistent with recession indications spilling out from all over the economy. No wonder bond yields dropped sha…

1
You Won't Believe What's Happening in China 19:44

2M ago19:44

19:44

Chinese authorities are becoming increasingly desperate over their inability to stabilize any of the economy, banking system, or markets. CNY keeps going down, as does the economy. Banks in China aren't lending while dozens are now 'disappearing.' Safety/liquidity of government bonds makes perfect sense. Not to the PBOC which is going to be shortin…

1
LEAKED: Interest Rate Cuts Are Coming?! 17:08

2M ago17:08

17:08

From 'strong and resilient' to 'uh oh' in a heartbeat. The unemployment rate has intruded itself on the soft landing narrative, forcing a near-total rethink of the situation all across the mainstream. Some major bank strategists are now calling for aggressive rate cuts from the Fed at the same time the yield curve is beginning to flash bull. Eurodo…

1
Europe is Now In Full Blown Crisis Mode (what does this mean for the rest of the world?) 17:45

2M ago17:45

17:45

Political turmoil in Europe is very easy to understand. The European economy is supposed to be recovering from its unofficial recession, and yet the most recent data shows instead alarming (re)acceleration to the downside in a number of places. Realizing this means the path to clawing back some of the supply shock's price increases is disappearing,…

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