Eurodollar University — monetary-plumbing analyst focused on the offshore (eurodollar) dollar system, collateral and curves. Mostly macro signal-reading, not single-name stock picks.
Snider's work is almost entirely macro (the dollar system, curves, TIPS, central banks), so this index is sparse — the substance lives in each video's talking points and feeds the master macro viewpoints.
Gold — long-run safe-haven bid of the "forgot how to grow" 2020s intact; the 25% drawdown is dollar-shortage liquidation (reserve-asset swaps) + a momentum correction, with more short-run downside possible.
Copper — no reflation signal: copper/gold ratio at pandemic-lockdown levels near its record low; price strength is supply-driven, not an AI/demand super cycle.
Silver — gold/silver ratio belongs at ~80+ (China's secular industrial funk) → ~$50 next, and markets overcorrect; 2011-replay risk, but an overshoot below $50 could be a tremendous buying opportunity.
In one line: The 2026 energy shock is a dollar shock — an acute eurodollar shortage is forcing reserve-asset liquidation (gold swaps, Treasury repo, India's import curbs), while the TIPS market and the curves say the central-bank hiking impulse is a mistake they'll reverse; the "forgot how to grow" safe-haven regime of the 2020s is intact.
Energy shock = dollar shock. Expensive oil forces oil importers to scramble for dollars, tightening the offshore (eurodollar) system — so the Iran-conflict oil spike shows up as dollar illiquidity, not durable inflation. Gold topped on March 2nd, the day the conflict arrived, for exactly this reason.
Gold: liquidation, not lost faith. The 25% drawdown is reserve assets doing their job — holders (Turkey confirmed; plausibly Indian banks) swapping/selling gold to raise dollars, plus the correction of a too-far-too-fast 2025 run. "They want the gold, but they need the dollars more." Long-run safe-haven demand "is still there and should emerge"; short-run downside deepens with Asia's desperation.
No reflation anywhere in the signals. Silver's super-cycle story was a supply squeeze: the gold/silver ratio belongs at ~80+ while China stays in its secular industrial funk (→ silver ~$50 with an overshoot lower; 2011-replay risk). Copper/gold sits at pandemic-lockdown levels — "that's not reflationary."
Central banks: one-and-done, then regret. TIPS breakevens (historically validated, with predictive power) say the oil pass-through in CPIs is all the inflation there is. Rate hikes are "utterly symbolic" — "interest rates are information not tools" — and the 2008/2011/2018 precedents give hikers a months-long window before they're forced to cut. The ECB "will regret that rate hike."
Read the markets, not the central bankers. His signal stack — TIPS, yield-curve flatness, forward-rate "curve frowns," the copper/gold and gold/silver ratios, and now the precious-metals liquidations — all traces the same framework: a weakening, dollar-short global economy.
The product — Eurodollar University
What it is: Jeff Snider's research/education business built around the free Eurodollar University YouTube channel (near-daily macro signal-readings like this one). On top of the free videos he runs paid offerings he plugged in this appearance: a sign-up webinar (Sunday June 28, 5:30 p.m. ET — using the inflation/dollar signals "in an investment context, in a portfolio management context") and premium "deep dive analysis" research (where, e.g., the factors governing a sub-$50 silver entry are covered).
From his own descriptions in the appearances archived here (so far: 2026-JUN-11).
Offering
What it is
How he runs it
Seen in the index
YouTube videos (free)
Frequent solo chart-walkthrough videos reading the market signals (TIPS, curves, metals, dollar conditions).
References "yesterday's YouTube video" and prior episodes as a running series; each builds on the standing framework.
GLD, SLV, Copper (macro talking points)
Webinars (sign-up)
Scheduled deep sessions applying the signals to investing and portfolio management.
June 28, 5:30 p.m. ET session on the inflation debate, macro/private-credit cycle and portfolio context; sign-up link in the video description.
— (announced here)
Deep dive analysis (premium)
Written/long-form research going further than the videos.
"Already talked about this in our deep dive analysis" — e.g. the couple of factors that would make sub-$50 silver a buying opportunity, which he deliberately doesn't cover on YouTube.
SLV
How it serves retail investors:
Free signal-reading, daily-ish. The core analysis — what TIPS, the curves and the metal ratios are saying — is given away on YouTube with the charts on screen.
A teachable framework, not picks. He sells understanding ("interest rates are information not tools"; energy shock = dollar shock) that a viewer can rerun on the next episode, rather than trade alerts.
The actionable layer is the upsell. Entry levels and portfolio application (e.g. when a silver overshoot becomes a buy) live in the paid webinar/deep-dive tier — flagged transparently in the free videos.
Transcripts
One dated page per appearance — each has its talking points and the saved transcript. Newest first.