ALERT: Did Anthropic Just Pop AI Bubble?
A leaked S-1 that filled in a lot of missing pieces. Maybe, for Anthropic and the AI bubble, too much. The upshot is...this time is never di...
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Eurodollar University
Discussing the function and malfunction of the global monetary order and its consequences on finance, economics, politics and society.
Episodes
20 of 1,491 episodesPepsi and Red Bull Just Confirmed the Worst-Case Scenario for the Economy
Just months after PepsiCo slashed prices by as much as 15% to win back cash-strapped shoppers, the company is preparing to **raise** them ag...
Something Extremely Rare Just Happened to the Yield Curve
The Treasury market is doing something it has only done on 5.4% of the time over the last 36-plus years. In broad terms, the yield curve is...
BREAKING: India Just Intervened to Save Its Currency
India just attracted an extraordinary amount of foreign money into its banking system. And yet the rupee is moving back toward its record lo...
You Won’t Believe What the Bond Market Just Did
If you follow the financial headlines, you probably think investors are preparing to dump Treasuries and head for the inflationary hawkish h...
Mexico’s Tourism Just PLUNGED... and Airlines Are Warning of More
Demand destruction is simply becoming impossible to ignore—and it’s appearing across the global economy at exactly the wrong moment. Just lo...
WTF Just Happened to Diesel...
We need to begin seriously considering what would happen if diesel reaches eight, nine, or even ten dollars per gallon. That is not a predic...
BREAKING: Private Credit Defaults Just Hit a Record High
Private credit defaults have officially reached a record. According to Fitch Ratings, the default rate rose to 6.3% in August, exceeding the...
LIVE: Will the Fed Really Raise Rates Into a Struggling Economy
It's FOMC decision day. The data says do nothing. Flat curves say mistake. The inflation data doesn't say what hawks think it does. Do polic...
German Banks Are Getting Bailed Out… WTF Is Going On?
A relatively small German cooperative bank is receiving a financial rescue, a bail out, worth as much. The bank, Volksbank Brawo, had €6.5 b...
Grocery Stores Just Issued a Warning About the American Consumer
Americans overwhelmingly don’t just disagree with this idea of a resilient economy, they vehemently disagree. And Kroger may have just deliv...
this won't end well...
There is only one way this ends, and it's not the one everyone right now believes. That's not (just) my take. This is the majority consensus...
Americans Are Bracing for Something Not Seen Since 2020...
More Americans now believe unemployment will rise than at any point since April 2020. Not inflation. Unemployment. And that’s according to,...
BREAKING: Blue Owl Just Took a 100% Loss, Signaling A LOT More Stress Ahead
One hundred to Zero. That’s Blue Owl writing down a private loan from full value to something resembling nothing—in a matter of months. That...
BREAKING: China Is Bailing Out Its ENTIRE Financial System
The Great Chinese Tobacco Insurance Rescue of 2026. The real issue is why cigarettes are being "volunteered" and why insurance is being incl...
Eurodollar Talk: The AI Trade Is Entering Its Most Dangerous Phase | Lyn Alden
Discussing the function and malfunction of the global monetary order and its consequences on finance, economics, politics and society.
Eurodollar Talk: Wall Street Is Preparing for the Next Financial Shock | George Gammon Explains
Discussing the function and malfunction of the global monetary order and its consequences on finance, economics, politics and society.
Eurodollar Talk: The AI Bubble Is Following a 180-Year-Old Playbook
Ben Brey Substack https://www.capitalmisallocation.com/ and X https://x.com/BenBrey?s=20 Subscribe for new interviews every week!
Eurodollar Talk: BlackRock Insider Reveals What’s REALLY Happening in Private Credit
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