Jeff Snyder (continued)
The convoluted logic on the podcast grows more insane with each episode. The last episode with Williamson takes the cake. Playing games with relative value when some used car is increasing in price. No, it’s not because the car has more value to the beholder you imbeciles. It make me wonder what kind of junk Alhambra investments is pushing. This is why Snyder avoids talking about asset inflation like the plague. We’re just going to be switching from asset price inflation to cost inflation with a big bust in between. Snyder is fixated on the velocity of money. Yet any graph shows this is a lagging indicator of inflation not a leading one. Find another indicator. How do you get any coherent signals at all from the bond market when the Fed is buying the remainder? Same for the Japanese treasuries which have had overt yield curve control since 2016. If a car dealer knew that all of his cars would be sold as a fleet sale at the end of month if all regular buyers disappeared, how much would the price change? Snyder needs to understand that the 90s are over and bond signals tell us nothing. What defines this financial era is a stunning near lack of signals altogether given the monetary experimentation at hand.
James894875 via Apple Podcasts · United States of America · 07/23/21
More reviews of Eurodollar University
Always thought-provoking. Fantastic podcast!
coys_coys_coys via Apple Podcasts · Canada · 02/27/22
Jeff and Emil are wonderful and give the best info out there you won’t hear in financial media. The learning curve is very high at first but after a while listening you start to grasp some of the things Jeff says and the financial space starts to make more sense.
Ahahrcdvd via Apple Podcasts · United States of America · 03/30/22
As usual, Jeff has an incredible grasp of the macroeconomic trends and is able to masterfully explain them to us. I am updating my earlier review to again compliment Jeff on a series of exceptional podcasts in recent episodes 372-374. I signed up as a EuroDollar member this week and found so...Read full review »
swac1102312 via Apple Podcasts · United States of America · 01/21/23
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