Trade Wars & Bubbles: What's Next?
Notes de l’épisode
We are joined by chief economist Peter Berezin at BCA Research to discuss the intensifying trade wars, the AI Boom, and the sovereign debt bubble.
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Timestamps:
00:00 Introduction
04:29 Canada-US Trade Deal Falls Apart
05:59 Carney Moves Closer to Europe
08:20 What Happens Without a Trade Deal?
11:13 Is This Really About Canada or China?
12:21 Peter Berezin Joins the Show
13:33 Economic Impact of the Canada-U.S. Trade War
15:20 Could Canada Actually Win?
17:09 Risk of Canada Losing Manufacturing
17:49 Could More Stimulus Be Coming?
19:36 Canada's Productivity Problem
22:22 How Canada Can Turn Things Around
24:05 How Transformational Will AI Really Be?
26:26 The Massive AI Spending Boom
27:37 AI's $10 Trillion Revenue Problem
30:26 Are Corporate Margins Sustainable?
33:40 AI Agents, Stablecoins & Crypto
35:06 Why Long-Term Bond Yields Keep Rising
37:50 The Growing Government Debt Problem
40:06 Fed Liquidity & Quantitative Easing
41:20 Stock Market Outlook
42:14 Peter's Portfolio
43:39 Inside Goldman Sachs During the 2008 Crisis
45:57 Current Investment Opportunities?
49:08 Final Thoughts on Peter Berezin
51:05 The Coming Food Inflation Problem
54:50 Are We Entering a Commodity Boom?
55:35 Could the Bank of Canada Cut Rates?
58:21 Final Thoughts
Disclaimer:
The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.
#LoonieHour #macroeconomics #tradewar