The Loonie Hour
- Folgen
- 268
- Erscheint
- wöchentlich
- Letzte Folge
- 13. Nov. 2026
Über den Podcast
The Loonie Hour is a Canadian based macro economic podcast covering newsworthy events across the globe and how they will impact Canadians.
Folgen 268
The Immigration Numbers Ottawa is Hiding with Ben Rabidoux | The Loonie Hour Episode 268
Ottawa says immigration is slowing down, but do the numbers tell a different story? Are they quietly opening the door to more immigration than Canadians have been led to believe? Today, we're joined by Ben …
Shownotes
Ottawa says immigration is slowing down, but do the numbers tell a different story? Are they quietly opening the door to more immigration than Canadians have been led to believe? Today, we're joined by Ben Rabidoux to break down Carney's latest immigration plan, the numbers behind permanent residency targets, and the growing asylum backlog.
We also discuss the implications for Canada's housing market, wages, and economic growth, along with the federal budget, the Bank of Canada's next interest rate decision, and the growing risks in global financial markets.
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
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Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/
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Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
Timestamps:
00:00 Introduction
07:30 Ben Rabidoux Joins The Show
09:20 Canada's Immigration and Population Outlook
11:35 Carney's Immigration Math
12:20 The One-Time Immigration Measures
14:21 From Temporary to Permanent Residency
17:08 What This Means for Canada's Population
20:00 Immigration, Housing, and Wages
26:20 Removing the Foreign Buyer Ban?
33:34 The Outlook for New Construction
35:13 Canada's Temporary Resident Problem
38:57 The Growing Asylum Backlog
44:16 Canada's Federal Budget and Housing
50:30 Banking and Financial Risks
54:13 Will the Bank of Canada Hike Again?
58:55 Breaking Down Canada's Federal Budget
1:02:31 Business Investment and Tax Incentives
1:06:22 Canada's Economic Forecasts
1:09:54 The AI Bubble and Stock Market Risks
1:14:43 US Inflation and Interest Rates
1:17:59 The UK's Bond Market Problem
1:20:44 Could a Global Debt Crisis Trigger QE?
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 #carney
How Europe Strangled Its Own Economy with Daniel Lacalle | The Loonie Hour Episode 267
Is Europe's sovereign debt bubble finally bursting, and could Canada be heading down the same economic path? Today, we're joined by economist and fund manager Daniel Lacalle to discuss the growing risks in …
Shownotes
Is Europe's sovereign debt bubble finally bursting, and could Canada be heading down the same economic path? Today, we're joined by economist and fund manager Daniel Lacalle to discuss the growing risks in global sovereign debt markets, Europe's economic stagnation, the consequences of central bank policies, and the striking similarities between Europe's economic challenges and Canada's. We also explore EU-Canada trade relations, energy policy, and the political shifts unfolding across Europe. Is the so-called "Everything Bubble" finally beginning to burst?
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Stay up to date with our information -
📫 My Real Estate Substack:
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📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
Timestamps:
00:00 Introduction
06:38 BC's $1 Million-a-Day Tunnel Controversy
08:56 US Elections & This Week's Topics
11:23 Daniel Lacalle Joins the Show
11:43 The Everything Bubble Is Bursting
14:36 Europe's Sovereign Debt Crisis
16:58 Is the ECB Making a Massive Mistake?
20:37 Spain's Housing Affordability Crisis
26:49 Can Europe Grow Out of Its Debt Problem?
30:16 Europe's Economic Policy Failures
30:48 Canada and the European Union
32:23 Bureaucracy & Barriers to Trade
35:11 Europe's Hidden Trade Barriers
40:50 Carbon Border Taxes & Energy Costs
43:00 Political Change Across Europe
46:49 Canada's Similarities to Europe
49:21 Poland, France & Political Unrest
53:32 Immigration, Wages & Government Dependency
56:39 Is There Hope for Europe's Future?
58:16 Europe's Russian Energy Contradiction
01:03:09 EU's Economic Outlook & Canada's Opportunities
01:05:03 US Election Results & Energy Policy
01:09:02 AI, Cybersecurity & Global Risks
01:12:14 Bank of Canada & GDP Data
01:15:51 Are Government Bonds Attractive Again?
01:18:56 Canada's Upcoming Budget
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 #europe
The Fed Will Have to Print: Chris Whalen on the AI Bubble & Government Bonds
Is the AI boom turning into the next financial bubble? Today, we're joined by financial analyst Chris Whalen to discuss the massive spending behind artificial intelligence, the risks facing financial markets …
Shownotes
Is the AI boom turning into the next financial bubble? Today, we're joined by financial analyst Chris Whalen to discuss the massive spending behind artificial intelligence, the risks facing financial markets, and the growing disconnect between the Federal Reserve and the bond market. We also explore private credit, government debt, Canada's changing political landscape, and the Bank of Canada's latest interest rate decision as affordability pressures continue to weigh on the economy.
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/
✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
Timestamps:
00:00 Intro
03:29 Introducing Chris Whalen
04:44 Is AI Becoming a Financial Bubble?
08:22 The Risks of AI Vendor Financing
12:12 The Global AI Arms Race
15:42 Data Centers and the Infrastructure Problem
20:31 The Federal Reserve and Kevin Warsh
23:51 Bank Reserves and Market Liquidity
27:35 Is Monetary Policy Losing Its Effectiveness?
31:51 The Bond Market and Government Debt
34:10 Household Credit and Private Credit Risks
36:33 Trouble in Private Equity
40:11 Could the Fed Return to Quantitative Easing?
42:01 Final Thoughts from Chris Whalen
43:06 Canada's Political Shake-Up
46:08 What Political Change Could Mean for BC
49:03 Investment and Economic Policy
52:16 The Bank of Canada's Rate Decision
55:15 Inflation and the Cost of Living
59:41 The Bank of Canada's Economic Outlook
01:02:28 Inflation Forecasts for 2027
01:06:20 Canada's Federal Budget and Deficit
01:10:49 The Problem with Net Debt
01:13:39 Canada's Federal and Provincial Debt
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 #federalreserve
Oil Boom, Condo Bust Canada’s Two Speed Economy | The Loonie Hour Episode 265
Today, we'll unpack Canada's growing economic challenges. From Alberta's surprising fiscal surplus and Toronto's struggling condo market to renewed immigration debates and Canada's uncertain trade relationship …
Shownotes
Today, we'll unpack Canada's growing economic challenges. From Alberta's surprising fiscal surplus and Toronto's struggling condo market to renewed immigration debates and Canada's uncertain trade relationship with the United States, we'll examine the policies shaping the country's trajectory. We'll also discuss Europe's political and fiscal instability and what it could mean for global markets, including a plan for Canada to pursue an "associate-member" status with the European Union.
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/
✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
Timestamps:
00:00 Introduction
04:40 Alberta's Referendum Results
07:01 Alberta's Policy and Immigration Demands
11:35 Alberta's Economic Challenges
13:08 Oil Royalties and Alberta's Fiscal Surplus
15:29 Toronto's Condo Market Crisis
19:02 Government Incentives for Condo Developers
24:02 Distressed Condos and Market Opportunities
27:06 Foreign Buyers and Immigration Policy
29:18 Canada's Immigration Policy Debate
33:40 Immigration's Impact on Wages and Housing
36:15 Immigration and Economic Consequences
40:14 Bank of Canada Warnings on Immigration
44:30 Canada–U.S. Trade Negotiations
47:44 Canada's Proposed EU Trade Alignment
49:13 Europe's Growing Political Instability
50:40 France's Fiscal Crisis
55:59 European Politics and Economic Unrest
01:00:24 Economic Inequality and Public Frustration
01:03:10 Canada's U.S. Treasury Holdings
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 #canada
Big Six vs Big Crypto: The Fight for Your Deposits | The Loonie Hour Episode 264
Today, we're joined by Fraser Matthews, CEO of Netcoins, to discuss the rise of stablecoins, their impact on the banking system, and the future of digital payments. Are stablecoins an existential threat to …
Shownotes
Today, we're joined by Fraser Matthews, CEO of Netcoins, to discuss the rise of stablecoins, their impact on the banking system, and the future of digital payments. Are stablecoins an existential threat to traditional banks or the railways and bridges connecting traditional finance and the on-chain economy? We also tackle Canada's struggling housing market, stubborn inflation, rising bond yields, and the growing risks facing financial markets.
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/
✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
Timestamps:
00:00 Introduction
04:02 Canada's Housing Market Outlook
11:49 Introducing the Future of Finance
12:48 Fraser Matthews Joins The Show
20:44 Stablecoin Regulation and Adoption
21:44 What Are Stablecoins?
23:13 Why Stablecoins Matter
24:53 Are Stablecoins a Threat to Banks?
29:57 Stablecoins and US Treasury Demand
32:58 Crypto and Money Laundering Concerns
44:13 The Battle for Bank Deposits
47:13 The Future of Stablecoins
52:41 Canadian Stablecoin Developments
55:30 Tokenized Stocks and Financial Markets
56:49 AI Agents and Programmable Money
01:04:10 The Growing Threat to Commercial Banks
01:06:50 Inflation Surprises to the Upside
01:09:21 Bond Market Risks
01:11:11 Could Bonds Stage a Rally?
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 #crypto
Can BC Be Saved? Conservative Leader Lorne Doerkson on BC’s $13.8B Deficit
British Columbia is facing a record $13.8 billion budget deficit, mounting tax pressures, and a struggling housing market. With the October 24 election approaching, we sit down with B.C. Conservative Leader …
Shownotes
British Columbia is facing a record $13.8 billion budget deficit, mounting tax pressures, and a struggling housing market. With the October 24 election approaching, we sit down with B.C. Conservative Leader Lorne Doerkson to discuss the province's fiscal challenges, the NDP's tax policies, housing affordability, stalled development, the rampant crime and drug use, and the future of investment in British Columbia. We also examine the political shakeup in Quebec, rising global bond yields, mounting concerns over government debt, and the Canadian dollar's weakness against the U.S. dollar. Could higher long-term interest rates put even more pressure on Canada's economy and housing market?
Join Us for The Loonie Hour Investor Series — Live in Ottawa with Ben Rabidoux on October 13th, and Live in Montreal on October 15th!
Get Your Tickets Here:
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/
✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
Timestamps:
00:00 Introduction
07:17 British Columbia's Political and Economic Outlook
13:29 Lorne Doerkson Joins The Show
22:48 B.C.'s Record Deficit and Tax Policies
24:49 Infrastructure Spending and Government Priorities
26:37 Unsold Condos and B.C.'s Housing Crisis
30:39 Construction Costs and Housing Affordability
35:07 Natural Resources and Investment in B.C.
40:46 Crime, Drugs, and Public Safety
47:10 B.C. Election Takeaways
48:30 Quebec's Political Shakeup
53:10 Population Growth and Immigration
54:58 The Loonie Hour Live Events
57:10 Global Bond Yields Continue to Rise
01:03:41 Government Debt and Rising Borrowing Costs
01:07:37 Canadian Dollar Under Pressure
01:14:02 Market Volatility and Investor Positioning
01:18:12 Closing Remarks
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 #britishcolumbia
Are we Reaching Capitulation in the Bond Market?
Bond markets are deteriorating rapidly as yields rise and credit spreads begin to widen across the U.S., Canada, Europe, and Japan. We discuss what tightening financial conditions could mean for housing …
Shownotes
Bond markets are deteriorating rapidly as yields rise and credit spreads begin to widen across the U.S., Canada, Europe, and Japan. We discuss what tightening financial conditions could mean for housing, equities, the broader economy, as well as the possibility that a short-term recovery in bonds could ultimately prove to be a bear trap. Meanwhile, B.C.’s condo market continues to struggle with thousands of completed and unsold units as developers face mounting pressure. We also discuss Canada’s debt maturity schedule, Saskatchewan's push toward nuclear power, taxes and talent retention, and the renewed debate over immigration and temporary foreign workers.
Join Us for The Loonie Hour Investor Series — Live in Ottawa with Ben Rabidoux on October 13th, and Live in Montreal on October 15th!
Get Your Tickets Here:
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/
✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
Timestamps:
00:00 Introduction
04:28 Loonie Hour Investor Series
07:26 B.C. Election & David Eby’s Condo Tax
10:40 Taxing Unsold New Condos
12:31 B.C.’s Growing Condo Inventory
14:39 Developers Cutting Prices & Raising Commissions
16:19 Why Developers Can’t Simply Slash Prices
18:02 Bond Stress Meets the Housing Market
19:49 Loonie Hour Investor Series
21:39 The Global Bond Selloff
23:08 High-Yield Credit Spreads Are Moving
26:12 Is a Bond Market Recovery a Bear Trap?
27:52 Tightening Financial Conditions
30:42 Bond Market Warning Signals
33:55 U.S. Economy Complicates the Rate Outlook
36:59 Canada’s Coming Debt Maturity Wall
38:29 Canada Reshapes Its Debt Profile
40:17 Why U.S. and Canadian Bond Yields Differ
45:22 Canada Still Doesn’t Have a Budget
46:58 Saskatchewan Pushes Nuclear Power
50:04 Canada’s Changing Energy Policy
51:25 High Taxes & Canadian NHL Teams
53:45 Canada’s Talent Retention Problem
54:25 Property Tax Freeze for Seniors
56:00 Generational Inequality in Canada
56:22 Canada’s Immigration Debate Returns
01:01:18 Ottawa & Montreal Events
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 #bondmarket
McDonald's CEO: Food Inflation Is Here to Stay
Today, we'll break down the renewed surge in global bond yields and what it could mean for interest rates, mortgages, housing, and the broader economy. Long-term yields are climbing across central banks …
Shownotes
Today, we'll break down the renewed surge in global bond yields and what it could mean for interest rates, mortgages, housing, and the broader economy. Long-term yields are climbing across central banks globally, putting renewered pressure on borrowing costs just as households and businesses faces further challenges. We also discuss Canada's slowing population growth and rental market, mounting stress in US housing and multifamily real estate, weakness beneath the surface of the US consumer, and why companies like McDonald's are warning that sticky, elevated food inflation and flat customer traffic are the "new normal".
Join Us for The Loonie Hour Investor Series — Live in Ottawa with Ben Rabidoux on October 13th, and Live in Montreal on October 15th!
Get Your Tickets Here:
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
Check Out True North Mortgage's 40-Year Amortization Plan:
Visit https://www.truenorthmortgage.ca/ today!
Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/
✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
Timestamps:
00:00 Introduction
07:09 BC Election & Canadian Politics
18:18 Canada’s Population Growth Slows
24:44 Canada’s Rental Market & Long-Term Interest Rates
25:05 Global Bond Yields Surge
29:34 Bond Market & Mortgage Rates
35:09 Canadian Mortgage Rates Move Higher
36:23 US Housing Market Problems
37:17 US Multifamily Debt Crisis
40:20 Loonie Hour Investor Series
43:31 Bank of Canada Rate Hikes
49:11 Mortgage Renewals & Higher Rates
51:05 Energy Prices Are Getting Worse
53:59 US Diesel Export Ban
58:06 Stock Market Warning Signs
01:01:00 McDonald’s, Inflation & Consumer Weakness
01:03:14 US Consumer Confidence Plunges
01:06:03 The Big Mac Index & Inflation
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 #inflation
Central Banks Commit to Raising Rates into an Energy Crisis
Central banks are turning increasingly hawkish as an escalating global energy crisis keeps inflation under pressure. We'll break down why policymakers are committing to higher interest rates even as the …
Shownotes
Central banks are turning increasingly hawkish as an escalating global energy crisis keeps inflation under pressure. We'll break down why policymakers are committing to higher interest rates even as the underlying inflation problem is increasingly driven by energy supply. They discuss the latest moves from the Fed and European central banks, rising global bond yields, surging oil and fuel costs, and what it could mean for Canadian mortgage rates. Meanwhile, Canada’s housing market remains frozen, with national home sales falling to their lowest year-to-date level since 2003.
Join Us For The Loonie Hour Investor Series - With Ben Rabidoux, Live In Ottawa on October 13th!
Get Your Tickets Here:
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
Check Out True North Mortgage's 40-Year Amortization Plan:
Visit https://www.truenorthmortgage.ca/ today!
Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/
✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
Timestamps:
00:00 Introduction
06:52 Canada Housing Hits a 23-Year Low
09:34 Housing Inventory & Cancelled Listings
11:11 Housing Starts Keep Falling
13:18 What Happened to the 500,000 Homes?
14:03 Should Canada Keep the Foreign Buyer Ban?
18:38 Canada’s Massive Investment Push
20:16 Canada Cuts Investment Taxes
22:55 Breaking Down the $500B Investment Commitment
24:53 Where Are the Foreign Investors?
27:13 Canada’s Biggest New Investment Projects
30:27 Did Trump Force Canada to Change Course?
34:24 Canada Embraces Energy Again
38:04 Why Investment Will Take Years to Materialize
42:26 Central Banks Turn Hawkish
46:22 Could the Bank of Canada Raise Rates?
48:02 Higher Rates Won’t Fix Energy Inflation
51:00 Global Bond Markets Under Pressure
56:12 The Global Energy Crisis Deepens
58:43 The World Is Running Out of Energy Capacity
01:01:07 Oil Tanker Costs Explode
01:02:19 Canadian Mortgage Rates Under Pressure
01:05:06 Mortgage Arrears Hit a Decade High
01:06:18 Canada & the European Union
01:09:49 Canada Already Has an EU Trade Deal
01:11:03 Europe’s Sovereign Debt Risks
01:12:28 Would Canadians Actually Move to Europe?
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 #centralbank
Could the US Sanction Canadian Banks Next? w/ guest Ben Rabidoux
Ben Rabidoux joins the show to break down the latest housing data, rising mortgage rates, record mortgage renewals, the ongoing shifting in economic alliances, and why delinquencies could continue climbing …
Shownotes
Ben Rabidoux joins the show to break down the latest housing data, rising mortgage rates, record mortgage renewals, the ongoing shifting in economic alliances, and why delinquencies could continue climbing through 2027 and beyond. We also discuss the escalating Canada–U.S. trade dispute, inflation risks, rising global bond yields, weakness across several provincial housing markets, and how Canada’s booming energy sector might be helping keep government finances and mortgage rates under control.
Join Us For The Loonie Hour Investor Series - With Ben Rabidoux, Live In Ottawa on October 13th!
Get Your Tickets Here:
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
Subscribe to Ben Rabidoux's Edge Analytics and Save $10/month forever!
https://www.edgeanalytics.ca/lh39
Check Out True North Mortgage's 40-Year Amortization Plan:
Visit https://www.truenorthmortgage.ca/ today!
Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/
✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
Timestamps:
00:00 Introduction
08:12 Is Canada’s Housing Market Bottoming?
11:27 Mortgage Rates Are Moving Higher
16:05 When Will Bonds Become Attractive Again?
18:19 Bank of Canada Rate Hikes Are Coming
20:04 Inflation Expectations Matter
23:35 Europe Is Raising Rates Again
25:22 The Next Wave of Inflation
30:02 Canada’s Regional Housing Markets
31:40 Canada’s Rental Market Will Stay Weak
32:54 Canada-U.S. Trade War Escalates
35:01 Mortgage Delinquencies Hit Record Highs
37:16 The Mortgage Renewal Wave Is Here
40:16 Canada’s Economy Faces More Pressure
41:44 The Risk To Canadian Banks
44:58 Canada’s Money Laundering Problem
49:40 How Iranian Capital Can Enter Canada
53:09 Good News For Canada
53:31 Foreign Investors Are Buying Canadian Bonds
54:28 Oil & Gas Is Helping Balance Canada’s Budget
56:08 Is Canada Becoming More Pro-Energy?
58:35 Canada’s Politically Charged Environment
01:02:38 Bank of Canada Rate Predictions
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 #bondmarket
Surging Bond Yields Will Delay Housing Recovery
Global bond markets are flashing warning signs as long-term yields surge across Japan, the UK, France, and other major economies, raising new concerns about government debt, inflation, and financial stability …
Shownotes
Global bond markets are flashing warning signs as long-term yields surge across Japan, the UK, France, and other major economies, raising new concerns about government debt, inflation, and financial stability. Meanwhile, Canada’s housing market remains under pressure, Vancouver records its slowest August sales since 2012, and rising energy prices could complicate the outlook for inflation and interest rates within the country.
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/
✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
Timestamps:
00:00 Introduction
05:14 Vancouver Housing Sales Hit 2012 Lows
09:48 Builders Get Aggressive on Prices
14:56 Rent Controls & Canada’s Housing Supply
22:46 Why Rent Controls Don’t Work
27:50 Bank of Canada & Interest Rates
30:36 Central Banks Talk Tough on Inflation
38:01 Global Bond Yields Are Surging
41:39 Is a Sovereign Debt Crisis Coming?
43:15 The Ultimate Bond Market Bear Trap
45:38 Canada’s GDP Gets Revised Higher
47:55 Could the Bank of Canada Raise Rates?
51:15 The Overlooked Energy Trade
52:55 Russia-Ukraine Energy Infrastructure Attacks
56:32 Global Oil & Natural Gas Supply Tightens
59:38 The Bull Case for Commodities
01:01:50 Energy Prices Are Spiking
01:04:36 The Opportunity in Higher Oil Prices
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 #bondmarket
Trade Wars & Bubbles: What's Next?
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.Start an investment portfolio that's built to perform with …
Shownotes
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
The Sovereign Debt Crisis Accelerates
The U.S. Treasury is taking steps that could help suppress long-term interest rates as exploding government debt and interest costs put increasing pressure on the financial system. We break down what this shift …
Shownotes
The U.S. Treasury is taking steps that could help suppress long-term interest rates as exploding government debt and interest costs put increasing pressure on the financial system. We break down what this shift means for bonds, the U.S. dollar, commodities, Canadian housing and global markets. We also touch on Canada-U.S. trade, the Churchill Falls energy deal, rising diesel prices, Argentina, various speculative assets like crypto and Bitcoin skyrocketing, and the worsening economic slowdown in China.
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Timestamps:
00:00 Introduction
08:21 Canadian Housing Update
13:22 Mortgage Rates and Housing Risk
16:04 Canada-U.S. Trade Deal
17:48 Churchill Falls Energy Megadeal
26:53 The U.S. Bond Market Intervention
30:58 How the Treasury Is Suppressing Long Rates
35:53 America’s Exploding Interest Costs
40:36 Canada’s Debt Problem
46:37 What Higher Rates Would Do to Housing
50:48 Commodities vs Financial Repression
54:17 The Commodity Supercycle
56:50 Diesel Prices Are Surging
57:57 Argentina and the Currency Crisis
01:02:52 China’s Economy Is Getting Worse
01:07:25 Global Macro Trends Are Strengthening
01:08:03 Canada Inflation Update
01:08:45 Closing 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 #globaldebt
We Are Early in the Secular Bull Market- w/Guest Jim Thorne
We sit down with Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, where he believes that we are setting up for a Secular Bull Market coming up. We go through the global debt problem, and …
Shownotes
We sit down with Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, where he believes that we are setting up for a Secular Bull Market coming up. We go through the global debt problem, and why AI could fuel a massive new investment cycle. Lastly, we'll touch on falling rates, explosive earnings growth, Bitcoin’s generational opportunity, and whether today’s technology boom ultimately ends like the dot-com bubble. We also discuss Canada’s economic challenges, a country deserving to be one of wealthiest in the world, yet decades of poor policy and underinvestment have left us falling behind.
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Timestamps:
00:00 Introduction
04:41 Introducing Jim Thorne
10:39 What Went Wrong With Canadian Finance?
13:45 Why Canada Is Falling Behind
16:04 Canada’s Natural Resource Problem
22:41 The Global Debt Problem
24:36 Canada Enters Secular Stagnation
29:01 The AI CAPEX Supercycle
33:15 What Happens to Canada and Europe?
34:43 Trump’s Economic Strategy
36:17 Carney Understands the Global Pivot?
38:37 The Problem With Canadian Banks
39:24 Canada’s Coming Structural Adjustment
44:21 Why Higher Rates Can Increase Inflation
45:19 The Fed’s Next Move
49:36 AI, Growth, and the Stock Market
50:19 Why Jim Thinks Bond Yields Fall
56:09 Trump, Crypto, and Tokenization
57:31 The Great Bond Debate
58:07 The Bitcoin Debasement Trade
58:31 “Bitcoin Is a Generational Opportunity”
01:00:40 Post-Interview Reaction
01:02:47 The End of the Keynesian Supercycle
01:05:08 America’s Exploding Interest Bill
01:06:00 Gold, Bitcoin, and Debasement
01:09:35 Can AI Solve the Demographic Problem?
01:11:24 America Is Sucking Capital From the World
01:12:31 The AI Agent Economy
01:13:51 Another Dot-Com Bubble?
01:15:27 Outro
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 #bullmarket
The Japanese Currency Crisis
Why is the US stepping in to help Japan, and what does it mean for Canadians? China’s multi-decade tax crackdown, and $2.7 billion in new federal funding for rental units - plus the latest data on Canadian …
Shownotes
Why is the US stepping in to help Japan, and what does it mean for Canadians? China’s multi-decade tax crackdown, and $2.7 billion in new federal funding for rental units - plus the latest data on Canadian housing and rate expectations.
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Timestamps:
0:00 Introduction
06:29 Canada’s Housing Market Still Struggling
09:24 Condo Inventory Is Finally Falling
10:50 Where Are Canadian Mortgage Rates Going?
14:58 Is the Housing Crisis Already Being Solved?
18:42 Canada’s Housing Affordability Is Improving
20:11 Is Canada Becoming a Nation of Renters?
23:06 China Launches a Global Tax Hunt
25:21 China’s Banking System Is in Trouble
29:55 Real Estate vs Gold as a Store of Wealth
33:04 Japan’s Yen Crisis Explodes
35:39 The U.S. Steps In to Help Japan
38:13 Why Global Bond Yields Are Rising
41:06 Why America Is Helping Japan
43:34 The U.S. Dollar “Escape Room”
47:15 Trump, Warsh and the Federal Reserve
49:09 Is the Treasury Manipulating the Yield Curve?
51:34 U.S. Housing Is Completely Frozen
53:28 The Politics Behind the Yen Intervention
55:22 Could Jackson Hole Bring a Major Policy Shift?
56:35 America’s 7% Mortgage Problem
58:31 Where Does the Yen Go From Here?
01:00:25 Gold Is Starting to Move Again
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 #federalreserve
Will the Bond Market Force Central Banks to Raise Rates?
The Federal Reserve is changing how it communicates with markets, and the ripple effects are being felt across bonds, currencies, housing, and equities. We break down Kevin Warsh’s shift away from forward …
Shownotes
The Federal Reserve is changing how it communicates with markets, and the ripple effects are being felt across bonds, currencies, housing, and equities. We break down Kevin Warsh’s shift away from forward guidance, why long-term Treasury yields continue to climb, and what it could mean for interest rates going forward. We also discuss New York’s proposed second-home tax and government-backed grocery stores, the escalating conflict between the US and Iran, Korea’s margin-call meltdown, growing weakness in the bond market, pressure on the Canadian dollar, and why the energy sector may present one of today’s most compelling investment opportunities.
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Timestamps:
00:00 Introduction
04:58 Canada’s Housing Bailouts Aren’t Working
09:14 Will Higher Taxes Drive Capital Away?
15:31 Canada’s Empty Homes Taxes
16:57 When Homeowners Are Forced to Sell
20:10 Could Canadian Housing Stagnate for a Decade?
21:51 Kevin Warsh’s New Federal Reserve
22:51 The End of Forward Guidance
24:44 Why the Fed May Raise Interest Rates
26:22 Is the US Dollar About to Explode Higher?
28:34 Quantitative Easing Never Really Ended
30:50 What to Expect at Jackson Hole
32:19 US 30-Year Treasury Yields Surge
33:49 Could Long-Term Rates Eventually Reach 20%?
37:02 America’s Growing Debt Wall
39:01 Why the Bond Market Keeps Deteriorating
41:48 The US-Iran War Escalates Again
42:44 Are We Already in World War III?
45:13 The Rotation Out of Technology Stocks
46:22 Korea’s Leveraged Investing Disaster
47:02 The AI Hedge Fund That Blew Up
50:59 The Market’s Back-to-Back Bubbles
52:15 Hedge Funds Turn Bearish on the Canadian Dollar
54:26 The Market’s Biggest Current Debate
55:12 US Mortgage Rates Reach a One-Year High
56:19 America’s Multifamily Housing Crisis
57:06 Cheap Money Created an Oversupply Problem
57:30 The Feds Inflated Home Prices
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 #geopolitics
The World Will Never be The Same with Guest Pippa Malmgren
Geopolitical Expert Dr. Pippa Malmgren breaks down what is really driving global markets, energy policy, and the massive geopolitical shifts happening right now.We looked at why & why the US is reshaping global …
Shownotes
Geopolitical Expert Dr. Pippa Malmgren breaks down what is really driving global markets, energy policy, and the massive geopolitical shifts happening right now.
We looked at why & why the US is reshaping global energy control, the tough choice Canada faces between old European ties and a changing American strategy, and where the global economy is heading next as tech, nuclear power, and space take over.
Visit Dr. Pippa Malmgren's Substack here:
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Timestamps:
00:00 Introduction
07:43 Pippa Malmgren Joins the Show
10:21 The Nuclear Energy Revolution
11:44 Globalism Is Changing
14:44 Which Countries Are Embracing the Future?
20:56 What Canadians Are Missing About America
26:18 AI Is Creating a New Economic Model
28:44 Does Canada Discourage Risk-Taking?
33:51 The Arctic, Space & the New Global Economy
37:17 Data Centers Are Moving to Space
39:13 Small Modular Reactors & Unlimited Energy
43:36 Why Nuclear War Is No Longer an Option
46:30 China, Russia & the Push for Peace
50:30 What Happens After Trump Leaves?
53:35 Iran, Venezuela, Taiwan & Ukraine Are Connected
54:28 Moving the World Beyond Oil & Gas
55:45 Canada’s Identity Crisis
1:01:02 Establishment vs. Anti-Establishment
1:01:55 The World in 5–10 Years
1:05:52 What Rwanda Can Teach Canada
1:06:54 Canada Could Become a Space Nation?
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 #canada #geopolitics
Canada's Energy Boom is Upon Us- w/guest Heather Exner-Pirot
Today, we are joined for the fourth time by energy and policy expert Heather Exner-Pirot to discuss Canada's dramatic shift in energy policy and what it means for the country's future. We break down the push to …
Shownotes
Today, we are joined for the fourth time by energy and policy expert Heather Exner-Pirot to discuss Canada's dramatic shift in energy policy and what it means for the country's future. We break down the push to build new pipelines, the growing role of nuclear power and critical minerals, and why Ottawa is embracing major infrastructure projects after years of opposition. We also examine the Bank of Canada's latest interest rate decision, why policymakers are keeping a close eye on oil prices, and what it all means for inflation, housing, and the Canadian economy.
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Timestamps:
00:00 Introduction
05:10 Canada's Housing Market Conditions
07:21 Condos Are Still Struggling
15:14 Heather Exner-Pirot Joins The Show
16:51 Do We Have Our Next Pipeline?
27:05 Ottawa and Alberta's Oil
39:54 Oil Sands Story
43:53 Legal Risks for Future Pipelines
48:06 Canada's Nuclear Future
50:59 CANDU Nuclear Story
53:59 Canada's Critical Minerals
59:59 The Future of Canada's Energy Sector
1:03:11 Canada's Looming Electricity Issue
1:06:48 BOC Holds Rates
1:09:47 Higher Oil Prices Implications
1:13:01 Spending More With Debt
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 #canada #macroeconomics
The Fiscal Bazooka is Coming- w/guest Kevin Muir
We're joined by macro strategist Kevin Muir—famously known online as The Macro Tourist—to break down the massive fiscal deficits pushing markets forward. We dive into the staggering reality of Canada’s new …
Shownotes
We're joined by macro strategist Kevin Muir—famously known online as The Macro Tourist—to break down the massive fiscal deficits pushing markets forward. We dive into the staggering reality of Canada’s new government-funded pipeline project, which is costing a massive $35B+ but driving up to 140,000 jobs.
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[10/07/26, 7:48:33 PM] ~ Jeff: Timestamps:
00:00 Introduction
04:49 Oil, Iran, Pipelines, And More
08:24 Introducing Kevin Muir
13:10 Opposing Views
14:02 Will The Bank of Canada Cut Rates?
15:29 Why The Feds Could Turn Hawkish
17:24 The Bond Market and Kevin Warsh
20:18 Rate Hike Probability
23:17 A Different Rate Cycle
26:04 Modern Monetary Theory
27:19 Government Spending In Inflation
29:20 The Pipeline Story and Fiscal Spending
30:02 Did Deficits Help The U.S.?
32:08 The Rest Of The World Follows
35:37 Canada's Financial Position Globally
37:26 Could Canadian Capital Return Home?
38:54 Another Global Stimulus?
39:40 The NATO Defense Spending Expansion
41:12 Canada's Looming Commodity Boom
44:10 The MMT and Politics
44:55 The Next Major Commodity Cycle
51:26 Why Oil Became An Attractive Investment
54:05 Long Term Bullish Oil Thesis
1:01:26 What's The Next Market Bubble?
1:05:18 Canadian Growth May Take Years
1:06:29 The Alberta Pipeline Story
1:09:39 Canada's Economic Outlook Improves
1:10:00 Is Defense Spending Economically Productive?
1:12:13 Canada's Trade Surplus
1:12:57 All Eyes On The BOC's Next Meeting
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 #canada #macroeconomics
Mark Carney: 10 Years of Canadian Policy was Wrong (Policy Changes Are Coming)
Mark Carney just admitted the last decade of energy policy was a total bust and didn't fit economic reality, so we're breaking down his massive pivot on Canadian oil and gas. We also hit on the US-Iran deal …
Shownotes
Mark Carney just admitted the last decade of energy policy was a total bust and didn't fit economic reality, so we're breaking down his massive pivot on Canadian oil and gas. We also hit on the US-Iran deal being a temporary play for the midterms, the stock market ditching tech for safe-haven sectors, and the economic mess left behind after Canada, the US, and Mexico missed their big July 1st trade deadline.
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Timestamps:
00:00 Introduction
02:38 Why Nuclear Is Canada's Competitive Advantage
05:24 Canada's Push Toward New Nuclear Projects
09:26 Public Fear Versus Nuclear Reality
10:40 Europe's Heat Wave & Air Conditioning Debate
17:20 Climate Policies Versus Human Comfort
17:57 Mark Carney's Major Energy Announcement
20:09 The Political Cost of Energy Policies
25:14 Canada's Massive Economic Opportunity
31:53 Current Accounts, Trade, and National Wealth
34:29 Oil & Gas, and Economic Reality
36:20 What Happens to the Loonie
38:30 US Midterms Predicament
39:11 Geopolitical Outlook & Peace Deal
42:50 Understanding the Oil Crack Spread
44:37 Can Commodity Markets Be Manipulated?
48:54 What Happens If Bond Markets Collapse
55:27 The Cost of Long-Term Uncertainty
57:13 Brexit Parallels and Economic Lessons
59:27 Why None of This Is Positive
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 #canada #carney
Are Canadian Tax Payers Bailing Out Developers?
The Canadian Condo Bailout lands in Vancouver, & Dan Foch fills us in. Which condos will the government buy, and is it going to be good value for tax payers? These are the questions we are trying to unravel …
Shownotes
The Canadian Condo Bailout lands in Vancouver, & Dan Foch fills us in. Which condos will the government buy, and is it going to be good value for tax payers? These are the questions we are trying to unravel. Energy expert Mike Rothman joins the show to share the details of why oil is being underestimated, and where he thinks it’s heading.
Check out the latest Loonie Hour Substack post here!
Check out Mike Rothman's Macro Energy research at https://www.cornerstoneanalytics.com/index.html
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Timestamps:
00:00 Introduction
04:46 Introducing Our Guests!
05:26 The Canadian Condo Bailout Begins
07:29 Kevin Warsh & The Feds
08:41 Prepare For Volatility
13:41 The Problem With Government Intervention
16:07 Condo Program Breakdown
17:18 Who Benefits From The Bailout?
19:52 Why Investors Wouldn't Buy First?
23:34 Dog Crate Condos and Falling Demand
24:46 Could Prices Fall Another 50~75%
30:42 Wasting Government Spending
31:48 Housing Policy and Unintended Consequences
36:01 Canada's Real Estate Identity Crisis
40:32 Transition to Mike Rothman
41:47 Canadian Oil Bull Case
42:57 Responding to Anti-Oil Narratives
44:19 Oil Became Politically Toxic
50:28 Supply Constraints Are Getting Worse
53:21 Why Energy Investment Never Came Back
56:27 Russia, Ukraine, and Energy Geopolitics
59:11 Europe's Energy Mistakes
1:00:17 Long-Term Commodity Supercycles
1:05:17 Cushing Crude Stocks Explained
1:06:31 Physical Markets vs Financial Markets
1:12:05 Why Markets Ignored The Signs?
1:18:09 Green Energy Realities vs Oil Demand
1:20:52 Why Oil Still Matters For Decades?
1:25:06 Economic Cost of Inaction
1:28:11 Lessons From Global Credit Crisis
1:32:18 Canada's Future Growth Potential
1:35 What Canada Needs To Do Next?
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 #canada #macroeconomics
Ottawa’s War on Privacy and Internet Freedom- w/guest Sam Cooper
The Canadian government is rushing to pass sweeping regulations that will change privacy and social media forever. The US and Iran reach an agreement. Oil tumbles. The Fed signals rate hikes are coming. Start …
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The Canadian government is rushing to pass sweeping regulations that will change privacy and social media forever. The US and Iran reach an agreement. Oil tumbles. The Fed signals rate hikes are coming.
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Timestamps:
00:00 Introduction
05:11 The Push for New Speech Laws
07:49 Bill C-2, Bill C-22 and Government Overreach
15:44 Sam Cooper Joins the Show
17:04 Canada's New Laws Lack of Coverage
20:39 China's Influence and Interference?
25:47 UK Speech Crackdown Comparison
30:32 Bill C-22's Data Collection Concerns
35:28 Canada's Strategic Position
41:25 Privacy Rights, Surveillance & Government Tracking
49:20 Charter Rights, Legal Costs & Unequal Justice
55:58 Chinese Organized Crime
58:16 Canada's Money Laundering Problem
1:02:44 Immigration, Politics & Public Sentiment
1:06:42 Global Conflict, Commodities & Inflation
1:10:47 Federal Reserve Communication Changes
1:15:01 What the Fed Is Really Signaling?
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 #canada #carney
A New Cold War Is Reshaping the World- w/guest Michael Nicoletos
What's really happening in Iran? The European Central Bank is going to suffocate the economy. The future of money and Ai. Global inflation rips higher. The Bank of Canada is stuck in an uncomfortable dilemma …
Shownotes
What's really happening in Iran? The European Central Bank is going to suffocate the economy. The future of money and Ai. Global inflation rips higher. The Bank of Canada is stuck in an uncomfortable dilemma.
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
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✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
Timestamps:
00:00 Introduction
03:24 Episode 245 Recap & Ben Rabidoux Discussion
07:14 Cold War 2?
11:19 AI Infrastructure, Data Centers & Commoditization
16:15 Why AI Stocks May Face Pressure
21:07 The Energy Crisis Behind AI Growth
25:10 Stablecoins & Traditional Finance
30:17 The Future of Money
34:33 Crypto And Blockchain Adoption
38:53 Hidden Risks in Financial Systems
43:12 Oil, Inflation, and Global Markets
46:57 Why Politicians Keep Getting Economics Wrong?
51:16 Europe’s Economic Decline
55:59 Tesla, EVs, and Industrial Policy
01:00:05 Future Outlook: Markets, AI, and Geopolitics
01:04:14 Next 12–36 Months Outlook
01:08:05 Market Predictions!
01:12:05 Inflation, PMIs, and Economic Indicators
01:20:06 Canadian Housing and Mortgage Stress
01:24:31 Canada’s Economic Future
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 #canada #recession
When Will Canadian Real Estate Hit Bottom? w/ guest Ben Rabidoux
Credit delinquencies are still rising. The bull case for single family housing. The flood of rental supply, and the death of the pre-sale condo. Bonus episode with Ben Rabidoux of Edge Analytics. Start an …
Shownotes
Credit delinquencies are still rising. The bull case for single family housing. The flood of rental supply, and the death of the pre-sale condo. Bonus episode with Ben Rabidoux of Edge Analytics.
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
Edge Analytics – EDGE30 / EDGE330 for $30/month, $330/year: https://www.edgeanalytics.ca
✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
Timestamps:
00:00 Introduction
04:34 Canada's Technical Recession
6:24 Housing Weakness Spreads Through The Economy
8:25 Ontario's Economic Slowdown
12:00 Canada's Productivity Crisis
14:12 Why Do We Keep Falling Behind?
19:41 Delinuences, Defaults & Mortgage Stress
22:45 Canada's Oil Prices & Energy Markets
24:45 Why Alberta's So Resilient?
29:27 Mortgage Spreads & Lending Trends
32:38 First Nations Land Claims & Property Rights Debate
35:58 Consumer Spending Is Slowing
39:09 Canada's Population Growth Problem
45:50 Rental Market Correction Inbound
49:24 How Much Lower Can Home Prices Go?
52:42 Young Canadians Are Squeezed
56:01 Single-Family Homes Hits Historic Lows
01:04:10 Are We Near The Bottom?
1:06:01 Vancouver Real Estate Forecast
1:09:09 Consumer Sentiment & What's Next
Written, shot and produced by Unforgettable Studios (Adam “DC” Darvay-Canavor & Alvin Keung)
https://www.unforgettablestudios.ca
https://www.instagram.com/adamdcmedia/
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 #recession
The Canadian Economy Slips into Recession
Canada enters a "technical" recession. The curious case of the Bank of Canada's gold reserves. The Bitcoin bear market deepens. Canada has the second largest Natural Gas reserves in the world. Start an …
Shownotes
Canada enters a "technical" recession. The curious case of the Bank of Canada's gold reserves. The Bitcoin bear market deepens. Canada has the second largest Natural Gas reserves in the world.
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
Join Seeking Alpha Premium And Get 25% Off Today!: https://link.seekingalpha.com/52636H6/4G6SHH/
✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
Timestamps:
00:00 Introduction
05:31 Housing Market Bottomed?
10:14 Timing the Bond Market Crisis
11:53 Why Bond ETFs May Be Riskier Than Investors Think
14:06 Demographics, Labor Supply & Selling Pressure
15:59 Will Governments React Too Late?
19:23 Why Canada Sold Its Gold
20:58 Gold as a Strategic National Asset
23:03 Has Canada Entered a Technical Recession?
26:10 GDP, Productivity & Population Growth
27:22 Canada's Housing Crisis vs Population Crisis
28:22 Commodities, Debt & Government Spending
29:19 Is There Any Good News in Canada?
32:08 BC Hydro, Electricity Rates & Government Policy
34:01 BC's Looming Power Shortage
37:28 Energy Reality vs Political Narratives
38:54 Natural Gas, Emissions & Energy Security
40:28 Economic Weakness Is Starting to Show
41:13 Mortgage Renewals & Household Stress
42:03 Rising Delinquencies Across Canada
43:12 Distressed Sales Hit 25-Year High
44:19 Foreclosures, Courts & Forced Sales
45:09 What's Driving Financial Stress?
49:08 Why Investors Are Sleeping on Gold
50:24 Gold's Recent Weakness Creates Opportunity
51:14 Crypto, Currency Debasement & Market Cycles
52:16 Revisiting Crypto Risks
53:34 Investor Series Preview & Positioning for What's Next
54:30 Why Worrying Doesn't Help Investors
55:07 Strategic Oil Reserves Around the World
56:14 Oil Markets, Reserves & Supply Constraints
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 #canada #recession
Canada's State Surveillance Bill - w/ guest Michael Geist
Bill C22 threatens individual privacy rights and opens the door for state surveillance. Tim Hortons says that they'll abandon temporary foreign workers. Canada signs massive LNG deal with Germany. Has the …
Shownotes
Bill C22 threatens individual privacy rights and opens the door for state surveillance. Tim Hortons says that they'll abandon temporary foreign workers. Canada signs massive LNG deal with Germany. Has the Canada Pension Plan underperformed?
Tickets to The Loonie Hour Investor Series Toronto event are now SOLD OUT.
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
Request a consultation with IceCap Asset Management today:
https://icecapassetmanagement.com/contact/
✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
Timestamps:
00:00 Introduction
05:15 Tickets Sold Out - See You Soon!
07:57 Bill C-11 Recap & Streaming Act Overview
10:30 Government Control, Privacy & Digital Rights
15:31 Why Netflix & Apple Object
24:15 Who Benefits From These Policies?
30:00 Online News Act Explained
32:24 Is The Online News Act Just A Tax?
40:17 Metadata Collection Creates A Surveillance Map
43:50 Do Canadians Have A Right To Privacy?
51:46 Why Governments Want More Control
55:42 What Can Canadians Do?
01:02:00 Germany's Energy Crisis
01:03:31 Nord Stream & European Natural Gas
01:05:08 Europe Quietly Returning To Fossil Fuels
01:07:47 Steven Guilbeault Steps Down
01:08:32 Tim Hortons & Temporary Foreign Workers
01:10:15 Canada's Immigration Policy Reversal
01:11:41 Immigration Fraud & Diploma Mills
01:23:03 Why Pension Funds Can't Just Buy ETFs
01:24:25 Career Risk In Pension Management
01:26:10 The Incentives Driving Pension Decisions
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 #canada
Inflation Is Heating Up… Will Central Banks Ignore It?
Global bond yields keep pushing higher. Inflation data shows little signs of easing. The future of Canada's electrical grid. Euphoria hits Korean stock market. Join Us For The Loonie Hour Investor Series - With …
Shownotes
Global bond yields keep pushing higher. Inflation data shows little signs of easing. The future of Canada's electrical grid. Euphoria hits Korean stock market.
Join Us For The Loonie Hour Investor Series - With Ron Butler and Daniel Foch, Live In Toronto on June 3rd! Get Your Tickets Here! https://www.eventbrite.com/e/the-loonie-hour-investor-series-with-ron-butler-daniel-foch-june-3rd-tickets-1990129219067
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
Check out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!
✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
The Bond Market Could Crush Your Retirement Plans
Inflation ticks higher. Bond yields hit 19 year high. Bonds are no longer the safety hedge your retirement depends on. Another distressed condo fund emerges in Toronto. Start an investment portfolio that's …
Shownotes
Inflation ticks higher. Bond yields hit 19 year high. Bonds are no longer the safety hedge your retirement depends on. Another distressed condo fund emerges in Toronto.
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
Check out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!
✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
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 #bondmarket
Energy Superpower? Canada Is Blowing It
Oil industry blasts Carney's carbon tax. Toronto real estate prices perk up. US tech earnings beat. UK bond yields surge to the highest level in 25 years. Start an investment portfolio that's built to perform …
Shownotes
Oil industry blasts Carney's carbon tax. Toronto real estate prices perk up. US tech earnings beat. UK bond yields surge to the highest level in 25 years.
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
Request a consultation with IceCap Asset Management today:
https://icecapassetmanagement.com/contact/
✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
Canada's Sovereign Wealth Fund?
Is Canada creating a sovereign wealth fund, or a debt fund? Bank of Canada holds rates. Bond yields jump. The UAE pulls out of OPEC. Hormuz remains closed. Start an investment portfolio that's built to perform …
Shownotes
Is Canada creating a sovereign wealth fund, or a debt fund? Bank of Canada holds rates. Bond yields jump. The UAE pulls out of OPEC. Hormuz remains closed.
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
Request a consultation with IceCap Asset Management today:
https://icecapassetmanagement.com/contact/
✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
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