Jeff Snider: We're Still On The Same Path To Recession

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

In this episode, Jeff explains the Fed's focus on consumer prices and the risks associated with this approach. Jeff also highlights the lurking risks in the commercial real estate market and the Chinese real estate bubble. He provides insights on asset allocation and portfolio construction in this uncertain environment.


Timestamps:
00:00 Introduction
01:05 Welcome Jeff and the macro view
03:08 Confusion and ambiguity in the economy
07:24 The Fed's focus on consumer prices
08:43 Market pricing and signaling
11:57 What the Fed should be focused on
14:30 Ambiguity in economic data
23:51 Fiscal support and the economy
26:39 Lurking risks: Commercial real estate and China
31:10 Asset allocation and portfolio construction
33:47 Eurodollar University and parting thoughts

#economy #recession #investing

[TheJuliaLaRocheShow]

Hey everyone! I hope you enjoy my conversation with Jeff Snider for his second appearance on the pod. Please let me know what you think in the comments section. And if you haven't done so, please be sure to subscribe to the channel. This will help me grow and bring on some more amazing guests. I appreciate you all! 💙Julia

[wymandyer]

Jeff is way ahead of his years in market research and analysis, , , , seniors love you out here in Wy Jeff, , , keep up the great work!

[junkscience]

Nice job, Ms. LaRoche. Jeff is often tough for me to understand, so thanks for asking great, clear questions! Much appreciated.

[Yetified_Mayhem]

As a trader I tune out 99% of financial media. But this is a great channel. Very well done

[fubarbrandon]

Excellent guest and great interview...thank you.

[togoni]

There is no good news for Jeff ever. He has been wrong for last 5 years. Doomsday King 😁😁🤦🏻‍♂️

[pete]

Yet another informative interview. I respect his pragmatic way of thinking.

[TheMasterhomaster]

Dr. Doom here has been wrong for the last 2 years and this anyone who took his advice missed out on huge gains. That said, he’ll eventually be right just as a broken analogue clock is right twice a day.

[bradleyqueen]

He'll be right eventually. No one knows when the next recession will start.

[bob.love.hope]

Jeff is delusional. People always spend more than they have, look at credit card debt. People don't care about the prices, they still buy

[frankarena]

I always enjoy listening to Jeff Snider, especially as a balance to the inflationistas out there. However I was very disappointed that you didn't pull him up on his view that the CPI increases of the last several years was ONLY due to supply issues. What about the massive increase of money supply, handouts, boondoggle, pork barreling and stimulus cheques to the masses? Otherwise, great interview, thank you very much to both.

[joshisidro]

Great interview! Like this new 30min format. Hopefully we can have 10-15min format. So i can check when i have mini breaks to check news.

[apothe]

Jeff has been hypothetically right, but practically wrong for a very long time.

[sleepersix]

Jeff has never been right about anything

[michaels]

Employment, stock market averages, and the GDP will continue to turn in good numbers until the first Wednesday after the first Monday in November.

[neil]

it was transitory, indeed. jeff, good guest.

[fred]

I would like to see a debate between Jeff Snider and George Robertson.

[Weetorp]

I like Jeff but he is a doomer who missed the massive impact of RRP. How can a montary expert do that?

[victorsperandeo]

Sorry but Jeff is 100+% wrong . The money supply was goosed almost 30 % ???? Please Jeff read some Milton Friedman

[Dandy]

Love Jeff but he is obviously wrong when he says we don’t have inflation but supply problems. We had both. Seems so obvious.