The Dollar’s Blazing Crash, Treasury Market Destruction, and Western Society’s Ungentle Implosion – Live with Jeff Snider

Published on
January 13th, 2021
Duration
74 minutes

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The Dollar’s Blazing Crash, Treasury Market Destruction, and Western Society’s Ungentle Implosion – Live with Jeff Snider

Live ·
Featuring Jeffrey Snider and Ed Harrison

Published on: January 13th, 2021 • Duration: 74 minutes

Jeff Snider, head of global research at Alhambra Investments, returns to discuss with managing editor Ed Harrison the dollar’s downward spiral, increased pressure on yields, and the state of the US and global economy. Because the Fed’s quantitative easing has fallen short in adequately supporting the economy, Snider shares his insights on the current macro environment and where the dollar and Treasuries are now. He assesses what they’re indicating about the direction of markets in the coming months and whether if and how the federal government will step in with robust enough fiscal policy to fill in the gaps that monetary policy failed to.

Comments

Transcript

  • ES
    Edward S.
    15 January 2021 @ 21:30
    Could Jeff post some of the scholarly papers from the 1960's he referenced? Great interview.
  • DC
    Derek C.
    15 January 2021 @ 21:18
    Monthly Jeff / Ed interviews when?
  • AT
    ALAN T.
    15 January 2021 @ 21:16
    Jeff is my personal favorite.
  • HC
    Hector C.
    15 January 2021 @ 20:24
    15 dollar minimum wage nationally for inflation
  • MO
    Master O.
    15 January 2021 @ 12:38
    Jeffery Snider how can you rely on the bond market for signal when the bond market is still insisting to lend to a bankrupt entity for 10 years at 1%!!!
    • SS
      Stephen S.
      15 January 2021 @ 19:52
      Because that entity can just create more currency to pay off it’s debts and therefore is not bankrupt.
  • SS
    Stephen S.
    15 January 2021 @ 19:28
    Great analysis!
  • RW
    Richard W.
    15 January 2021 @ 10:42
    I find Jeff Snider interesting, but he is too verbose and needs to focus more on each point he wants to make. Otherwise his salient points get lost in a large volume of extraneous verbosity. For example, he asks rhetorical questions (ie he doesn't answer them). Persoanlly, if he poses a question during his discussion, I would like him to offer some form of explanation, rather than leave it hanging.
    • JA
      John A.
      15 January 2021 @ 14:39
      Yea, Jeff needs an interviewer who sorts of stops him and makes him explain his finer points for the uninitiated. Erik Townsend over at macrovoices does a good job "steering" Jeff. You kinda need to listen to Jeff for a while to start to get used to how we bounces around.
  • AC
    Alex C.
    15 January 2021 @ 13:47
    Nice interview, coherent and insightful.
  • JS
    Jon S.
    15 January 2021 @ 13:43
    Can someone transcript the authors he comments in the end of the video to make it easier? We need more names :) many thanks
  • MR
    Michael R.
    15 January 2021 @ 11:56
    A national & rationale treasure, thanks also to you Ed your right up there in the rarefied air also!
  • DS
    David S.
    15 January 2021 @ 09:24
    With massive stimulus and increasing Fed balances, the stock market will still go up. There is no NPV filter. When passive flows slow or reverse, the market will go down.. The high income earners, banks and hedge funds will keep driving capital into the market. The Western economies will tank, but the flow of funds into the stock market may continue for a long time. Be careful betting against passive money flows. DLS
  • JL
    James L.
    15 January 2021 @ 06:51
    How is the unemployment rate in Venezuela...Iran...Argentina over last 5 yrs? Based on the high unemployment they must have lots of deflation....
  • DY
    Damian Y.
    15 January 2021 @ 05:52
    Jeff is great, he's one of the few people I bother listening to these days. Thanks Ed for a great interview.
  • CK
    Cameron K.
    15 January 2021 @ 04:01
    Bitcoin doesn’t need the dollar to crash for it to succeed. Bitcoin will succeed because it is better money than any fiat currency, and historically the best money finally wins in the end. The people will chose. Bitcoin will crash the other fiats is what I’m betting on, not that the fiats crashing will help Bitcoin.
  • JA
    Jordan A.
    15 January 2021 @ 02:36
    What an awesome guy
  • BM
    Bolan M.
    15 January 2021 @ 02:07
    I am learning so much from Jeff and Real Vision... It is insane. I have learned so much more about the actual economy and financial markets than any college class could ever teach me. It is an empowering feeling because it allows me to help my clients build and protect their wealth. Thank you so much for everything that you do guys. 🙏🏼
  • RY
    Roger Y.
    15 January 2021 @ 01:39
    Jeff was articulate and insightful. Please bring him back to RV. The reflation/inflation camp should have a counterpoint such as Jeff.
  • MD
    Matt D.
    14 January 2021 @ 23:46
    ! Great interview - as usual (with Ed and Jeff) but still, great insights over a range of topics - inflation, crypto, BTC, China. Will refer back to this.