The Julia La Roche Show, Released on 3/4/25

Jeff Snider, host of the Eurodollar University podcast, returns to The Julia La Roche Show to discuss the current macroeconomic picture.

0:00 Introduction of Jeff Snider
0:54 Big picture macro view and recent market shift
2:14 Analysis of “artificial” economic factors
4:37 Consumer sentiment declining and job market concerns
5:40 Disconnect between economic data and real conditions
7:52 Missing context in economic recovery data
9:30 Housing market distortions and government intervention
11:52 Long-term consequences of pandemic policy
13:13 Discussion of growth scare vs. true recession
15:48 Market behaviors and bond market signals
19:18 Fed policy outlook and rate direction
22:30 Potential economic scenarios ahead
25:33 Challenges for investors in current environment
28:25 Base case economic outlook
31:14 Biggest risk and potential for financial shocks
34:48 Global interconnectedness and reserve currency effects
37:22 Path to positive outcome and economic reset
42:30 Problems with government intervention
45:08 Information about Eurodollar University
47:29 Closing thoughts on economic reality

Jeff Snider is head of global investment research for Alhambra Investment Partners, a registered investment advisory based in Palmetto Bay, Florida. As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base. Jeff is published nationally at RealClearMarkets, ZeroHedge, Minyanville and Yahoo!Finance. Jeff holds a FINRA Series 65 Investment Advisor License. His company Eurodollar University aims to educate the public on the evolution, nature, and nuances of the Eurodollar system and true monetary principles.

  economy, jeff snider, recession