About these summaries
Octagon has summarized 23 episodes of Eurodollar University published between Oct 13, 2026 and Nov 13, 2026. The companies discussed most often are Monetary Metals, Bravais Social and Anthropic. Frequent guests include Steve Van Metre. Each summary lists key takeaways, short timestamped quotes and the companies and tickers mentioned, with a link to the full episode.
Most-mentioned tickers
- AVGO 2
- META 2
Most-mentioned companies
- Monetary Metals 13
- Bravais Social 5
- Anthropic 2
- Bloomberg 2
- Broadcom 2
- Meta 2
Frequent guests
- Steve Van Metre 4
Episodes
- Commodity Markets Are Preparing for Something
Copper’s slide from its September highs is presented as a warning that the market is shifting from supply fear to demand doubt.
- Baby Food Prices Just Revealed a Dark Truth About the U.S. Economy
Baby food and formula prices rising 5.1% in October is treated as the clearest sign that the U.S. is in an affordability crisis, not a generalized inflation boom.
- You Won’t Believe What the Bond Market Just Did
The bond market’s recent rally has reversed after stronger-than-expected payrolls, an upside CPI surprise, and a sharp shift toward more hawkish Federal Reserve rhetoric.
- IKEA Just Sent a TERRIFYING Warning About Consumer Spending
IKEA’s weaker sales, Papa John’s slumping North American same-store sales, and similar consumer warnings are framed as evidence that households are tapped out despite headline…
- China’s “Government-Backed Companies Are Missing Payments. How Bad Is China’s Debt?
Zhuhai Huafa Group’s missed payments on two trust products and its request that banks extend loans are treated as a major escalation in China’s property and credit crisis.
- WTF Just Happened To Global Markets
The episode argues that the day’s selloff is bigger than an AI-stock correction: equities are dropping, but Treasury bonds are rallying at the same time, which the host treats as…
- The Midterms Just Exposed How Bad It Really Is...
The episode argues that the midterm election was less a market event than a public verdict on an economy that has stopped delivering enough income, jobs, and affordability.
- WTF Is Happening to Gold, Silver and Gas?
The host argues that commodities are flashing a broad warning, with the most important signal coming from gasoline.
- The US Consumer Is Just Broke (Here's the Proof)
The core argument is that corporate America is no longer hiding a weakening U.S. consumer.
- The AI Bubble Is Now A Debt Disaster
Amazon, Alphabet, and Microsoft are presented as proof that the AI boom has shifted from a growth story to a financing problem.
- Are We Entering a New Economic Era? How to Prepare Your Portfolio Without Trying to Time the Market
George Gam argues that the right way to read the macro environment is through market signals, not Fed-centered DSG models or backward-looking data.
- Banks Are Starting To Panic...
HSBC’s 32% rise in pretax profit did not reassure investors, because interest income missed expectations and management sounded less upbeat about the benefit of higher rates than…
- Elon Musk Warns Banks Have STOPPED Lending to AI Companies
The episode argues that the AI boom is running into a widening credit squeeze just as its financing needs are getting larger.
- Airlines Just Sent a TERRIFYING Warning About the Economy
Rising oil prices are being framed as an early warning that the economy is no longer as resilient as markets once assumed.
- The Credit Cycle Just Flipped (The Stock Market Is Next)
Credit stress has moved beyond the weakest borrowers and is starting to show up in investment-grade debt.
- Meta Is in SERIOUS Trouble (And Wall Street Is Freaking Out)
Meta’s latest report is presented as a turning point for the AI trade because it combined sharply higher future spending commitments with negative quarterly free cash flow.
- Anthropic Has $750 Billion in Commitments... and Just $17 Billion in Revenue
The episode argues that AI is following a familiar bubble-and-bust pattern, not a permanently different regime.
- Home Sales Just Fell Below 2008 Levels... And It's Getting Worse
Pending home sales in the United States just hit the lowest level ever recorded, and the host argues that the collapse is bigger than a mortgage-rate story.
- Gas Stations Just Sent a TERRIFYING Warning About the Economy
Consumers are pulling back first on the smallest, most discretionary purchases at gas stations and convenience stores.
- I've Never Seen Anything Like This... Until Now
George Gam argues that the Census Bureau’s latest benchmark revision did more than fine-tune retail sales data: it erased more than 5% of retail sales back to 2022, after an…
- You Won't Believe What Just Happened in the Bond Market
The episode argues that the bond market has already rejected the simple “hot inflation means higher yields” story.
- The Private Credit Crisis Just Went Public...
The episode argues that the private-credit problem is no longer confined to redemption queues and stale valuations: it is spilling into the broader credit market.
- Paul Tudor Jones Just Issued a Terrifying Warning for 2027
Paul Tudor Jones’ warning is not just that 2027 could be a bad year for stocks, but that the market could still rally before it breaks.
Eurodollar University, its episodes and artwork belong to Jeff Snider. Octagon is not affiliated with the show; these pages are independent summaries.
