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Feb 2
22m 15s

WTF Just Happened In Credit Markets

Jeff Snider
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Today
HOLY SH*T! Another Credit Company Just Blew Up
They thought they were reassuring debt markets over AI cash. Instead, the company kicked a hornet's nest, unleashing a MAJOR selloff that is sweeping through private credit. It isn't just the BDCs (publicly traded funds) this time, either. The asset managers themselves are now ge ... Show More
33m 1s
Yesterday
China Just Broke the Silver Market
The selloff in precious metals, particularly silver, has extended into today’s session. One reason why, one additional reason why, we’re seeing reports of fraud emerge in heavy buyer China, including from a guy who’s apparently called “the hat.” It’s the kind of thing that usuall ... Show More
19m 28s
Feb 1
Why Prices Never Come Back Down... Ever
Consumer prices are never going to go back to where they were before the pandemic. This simple reason is they can’t. You think that since they went up, they can just go right back down. That’s not unlikely, it is impossible and I’m going to show you why with a very simple example ... Show More
20m 24s
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