Category Archive: 5.) Alhambra Investments

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Reading Jeff Snider: Nobody’s Looking, Economic Activity Revised Down [Ep. 147, Macropiece Theater]

2021-11-07

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The September 2021 reading for America's new orders of durable goods shows stagnation / stalling. It is likely much worse but we won't know it for several years, not until the benchmark revisions are performed. We've seen this before, in 2018.

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Reading Jeff Snider: Why Do We Think Inflation Expectations Matter? [Ep. 139, Macropiece Theater]

2021-10-31

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Federal Reserve economist Jeremy Rudd's paper savages the use of inflation expectations in monetary econometrics. He lambasts the profession for producing "minimal direct evidence" and the "next-to-no-examination of alternatives". A reading, by Emil Kalinowski.

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1970s Inflation vs. 2020s Price Increases [Ep. 130, Macropiece Theater]

2021-10-27

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Time travel to the early 1970s where we hear the Nixon Tapes, read memorandums, and study Congressional testimony to understand what the Federal Reserve knew, and when they knew it. Turns out they didn't know "money" then and they still don't today. A reading, by Emil Kalinowski.

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Reading Jeff Snider: US Bank Loans Shrinking in 2021 [Ep. 128, Macropiece Theater]

2021-10-19

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Bank balance sheets are expanding in 2021, which is great news if you believe credit is modern money. But a closer look reveals banks are PILING into the SAFEST assets while beating a RETREAT from loans (real economy money).

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Jeffrey Snider, Head of Global Research at Alhambra Investments demystifies global monetary system.

2021-10-18

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Special guest Jeffrey Snider is Head of Global Research at Alhambra Investments. He is not an economist, which is probably why he's been able to develop a working model of the global monetary system.

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Jeff Snider: The Global Currency System that Really Matters

2021-10-03

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Tom welcomes an extremely thought provoking guest Jeff Snider to the show. Jeff flips the lid on the global shadow money system and shows us all the mechanisms and leavers that lie in the shadows.

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Jeff Snider On Shadow Money, History, Eurodollar System, Central Banks, Repo, Collateral (RCS 117)

2021-07-12

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Topics- Were the Dot-Com Bubble and the Housing Bubble caused by the exponential growth of shadow money since the late 80s? Risk, liquidity, Credit Bubble of ’95, China, Eurodollar System. Rehypothecation and how it works: return, leveraging assets, Repo Market, treasuries, repledging, collateral, derivatives. Central Banks, Global Monetary System, Salomon Brothers. Collateral shortage: is that the problem?

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Jeff Snider Just Emailed Me…(You Won’t Believe What He Said)

2021-04-29

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Jeff Snider Just Emailed Me...(You Won't Believe What He Said)

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Jeff Snider On Salomon Brothers, Repo Market, Velocity, Shadow Money, Banks, FED (RCS Ep 117)

2021-04-07

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Topics- Salomon Brothers, the eurodollar market, treasuries, collateral, derivative market: Jeff tells the story of what happened in the early 90s with the Treasury, Warren Buffett, FED, Primary Dealer Banks, Repo market. Velocity: money supply, shadow money, measuring the monetary system. Repo market as a real monetary market: missing data in the FED’s measurements. FED funds rate, banking system, monetary details.

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57a Jeff Snider Reacts Live to Paul Krugman Column

2021-03-17

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Will Stagnation Follow the Biden Boom? So asks New York Times columnist (and Nobel memorial prize winner) Paul Krugman. Jeff Snider listens and reacts to Krugman's lament that though the relief bill is done, recovery may be harder.

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Ep 144- Yields Are Not Showing Inflation ft. Jeff Snider with Srivatsan Prakash

2021-03-16

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Jeff Snider is the Global Head of Research at Alhambra Investments, and well known for his disinflationary views and his Eurodollar University video. Here he talks about why yields' move higher isn't inflationary, why things are still not inflationary at all, and much more.

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Quick Takes: Not Allowing Deflation *is* the Inflation (w/Jeff Snider Criticism)

2021-02-17

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Two sides of the same coin here, where preventing deflation is the inflation. #JeffSnider #EmilKalinowski #AlhambraInvestments #InflationVsDeflation #LukeGromen #LynAlden

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Central Bank Omnipotence: Can They Spark Growth & Inflation?

2021-01-14

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Central banks are powerful entities -- of this, there is no doubt. As of late, however, they have gone from powerful to almost omnipotent. Markets hang on their every word, and even minuscule changes in rhetoric, implied or explicit, have monumental impacts on how participants position themselves.

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Jeff Snider (Shadow Money, Derivatives, Free Banking, Bitcoin, “Money Printing”)

2020-12-19

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Inflation Fairy Tale: Why It’s Deflation We Should Worry About (w/ Steven Van Metre & Jeff Snider)

2020-12-18

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Is inflation on the horizon? Should bank reserve balances stored with the Federal Reserve count as money?

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Making Sense Eurodollar University Episode 37 Part 2

2020-12-14

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Europe's latest PMI scores tell us the continent is falling into re-recession, perhaps not unlike Japan. Where did the momentum disappear to? The USA has better PMIs but should that give us comfort?

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Lyn Alden & Jeff Snider: US economy, Eurodollar System, Dollar, Digital Currency, Gold (RCS EP 94)

2020-12-12

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Interview original date: September 11th, 2020

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Ep 127- Jeffrey Snider “How Do Swap Lines Work?”

2020-12-11

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Jeff Snider is the Head of Global Research at Alhambra Investments, and here he explains how ridiculous the swap line system is. Swap lines don't work like how most people think they work.

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Submit Questions for Jeffrey Snider on Liberty and Finance!

2020-12-08

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​Submit Questions for Jeffrey Snider, Chief Investment Strategist for Alhambra Investments on Liberty and Finance!

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Making Sense Eurodollar University Episode 32 Part 3

2020-11-26

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The Chinese currency is gaining against the dollar. That SHOULD be an 'all-clear' signal that reflation, global trade, and positive momentum are in place. But we DO NOT see corroborating evidence on the People's Bank of China balance sheet. Maybe the move is an engineered feint?

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