The Loonie Hour

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.

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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

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.

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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

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 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 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

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

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

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:

https://substack.com/@drpippa

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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

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

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 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

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!

https://open.substack.com/pub/looniehour/p/canadas-big-short-moment?r=2g3ok&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

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

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:

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#LoonieHour #canada #carney

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. 

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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:

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#LoonieHour #canada #recession

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.

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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)

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Disclaimer:

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#LoonieHour #macroeconomics #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.

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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

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.

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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

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.

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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.

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Disclaimer:

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#LoonieHour #macroeconomics #bondmarket

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. 

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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.

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The S&P 500 recovers and hits new highs. Inflation in Canada came in softer than expected. Europe poised to hike rates? Alberta to BC pipeline faces new objections. Bank of Canada on deck next week.

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More than $1 Trillion of investment left Canada last decade. National home prices fell in March. Labour market remains dismal for Canadian youth. Fuel shortages are squeezing airlines. Fed QE is ramping up slowly.

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Unproduced Gulf barrels is set to rise above one billion barrels over full oil shock. Which countries will turn off the lights first? What is Canada's role in the future of energy security? This week's podcast features Canadian commodity expert Rory Johnston.

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The Carney government chops development fees in half for Ontario. Energy prices surge on the prospect of a prolonged war. Markets shift from inflation to recession fears. Bond yields drop. Private credit crunch deepens.

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Will the Bank of Canada raise rates three times this year? Stagflation risks are growing. Will energy prices provoke a global recession. Ontario government is throwing more tax dollars at Real Estate developers.

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#LoonieHour #macroeconomics #canadianrealestate

We interview pipeline expert John Carruthers who spent 10 years and $600M only to have Northern Gateway pipeline cancelled. We also discuss the war in the Middle East and the damage to critical energy infrastructure, Central Banks and Canada's declining population. 

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Oil tops $100, prompting fears of an energy crisis. Fertilizer prices have jumped nearly 80%. How bad will the next wave of inflation be?OSFI flags appraisal issues. Private credit crunch deepens. 

Join Us For The Loonie Hour Investor Series - With Ben Rabidoux, Live In Calgary on March 23rd, and Vancouver on March 25th!

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The Federal government enters into a rights agreement with the Musqueam First Nations covering most of Metro Vancouver. What are the implications? We discuss with expert lawyer Tom Isaac. We also discuss the ongoing housing slump, the war in Iran, energy and fertilizer prices. 

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Doomberg joins the show to discuss the conflict in the Persian Gulf. We discuss the implications for defense systems, oil and gas markets, and the Chinese economy. We also discuss the future of energy projects in Canada under a Carney government.

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#LoonieHour #macroeconomics #canadianrealestate

Toronto new condo sales fall to lowest levels since 1981. The private credit crunch is accelerating with SAAS stocks plunging. Electricity consumption is surging, creating social frictions and challenges for new data centres. The bull case for commodities.

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Disclaimer:

The information within our videos 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 #canadianrealestate

We are joined by economist and policy advisor Trevor Tombe to discuss Canada's productivity crisis, the urgency to harness our natural resources and eliminate interprovincial trade barriers. We also discuss the tensions in Iran and the problems brewing in the private credit market. 

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Check out Trevor Tombe's work at The Hub! https://thehub.ca/author/trevortombe/

First Nations lawyer Tom Isaac joins the show to discuss the perils of DRIPA, and the missteps of the BC government in protecting private property rights. Does the country have the ability to approve major natural resource projects? 

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Units of Neighbourhood Holdings Income Trust I (“NHIT”) are sold primarily through third-party registered dealers. If you would like to learn more, please contact investors@neighbourhood.com.

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Precious metals, and crypto are crashing. Ai is now threatening SAAS valuations. This is all putting pressure on private credit markets. Is the US economy entering deflation? Canada brings back EV rebates. Home sales tumble further in January. 

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Units of Neighbourhood Holdings Income Trust I (“NHIT”) are sold primarily through third-party registered dealers. If you would like to learn more, please contact investors@neighbourhood.com.

Check out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!

The Bank of Canada holds rates. The Fed turns hawkish. Gold and commodities ripping higher as geopolitical risks intensify. The International Monetary Fund suggests Canada needs to fix its own internal trade barriers. US warship arrives in the Middle East. 

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Pathways Alliance brings together six of Canada's largest oil sands companies working together to keep growing Canada's economy while providing the energy the world needs. Visit https://pathwaysalliance.ca/to learn more!

Units of Neighbourhood Holdings Income Trust I (“NHIT”) are sold primarily through third-party registered dealers. If you would like to learn more, please contact investors@neighbourhood.com.

Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/

Carney cuts a deal with China, deviating away from US policy. The World Economic Forum kicks off with heated speeches. Canadian food inflation accelerates. The battle for Greenland and the race to secure critical minerals. Toronto pre-sales hit 40 year lows. 

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Pathways Alliance brings together six of Canada's largest oil sands companies working together to keep growing Canada's economy while providing the energy the world needs. Visit https://pathwaysalliance.ca/ to learn more!

Units of Neighbourhood Holdings Income Trust I (“NHIT”) are sold primarily through third-party registered dealers. If you would like to learn more, please contact investors@neighbourhood.com.

Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/

David Chilton, author of 'The Wealthy Barber' joins the pod. We discuss housing, the cost of living, and how Canadians can get ahead. Postgame includes the coercion of the Federal Reserve, China's whopping trade surplus, and Germany's failed energy policy. 

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Pathways Alliance brings together six of Canada's largest oil sands companies working together to keep growing Canada's economy while providing the energy the world needs. Visit https://pathwaysalliance.ca/ to learn more!

Units of Neighbourhood Holdings Income Trust I (“NHIT”) are sold primarily through third-party registered dealers. If you would like to learn more, please contact investors@neighbourhood.com.

Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/

Trump captures Maduro, plans to reinvigorate Venezuela oil. What are the impacts on Canadian oil? US National security implications, critical minerals, and the quest for Greenland. 

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Pathways Alliance brings together six of Canada's largest oil sands companies working together to keep growing Canada's economy while providing the energy the world needs. Visit https://pathwaysalliance.ca/ to learn more!

Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/

Gold jumped more than 60% over the past year, and silver is now ripping higher. A warning sign for 2026? Good intentions gone bad, First Nations reconciliation. Widespread fraud hits Minnesota.  

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Pathways Alliance brings together six of Canada's largest oil sands companies working together to keep growing Canada's economy while providing the energy the world needs. Visit https://pathwaysalliance.ca/ to learn more!

Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/

Toronto new home sales fall to lowest levels on records for the year. The Federal Government wants to bring foreign buyers back. The boys make their 2026 predictions with guest Ben Rabidoux. Currency volatility, falling rents, and the rise of right wing governments. 

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Pathways Alliance brings together six of Canada's largest oil sands companies working together to keep growing Canada's economy while providing the energy the world needs. Visit https://pathwaysalliance.ca/ to learn more!

Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/

Canada's population shrinks for the first time in years. Vacancies surge. House prices are still falling, now down 21% from the peak. Private credit price discovery. Ford cancels EV push. 

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Pathways Alliance brings together six of Canada's largest oil sands companies working together to keep growing Canada's economy while providing the energy the world needs. Visit https://pathwaysalliance.ca/to learn more!

Fundraiser by Running Night Club - Let's run together to raise funds for Moisson Laurentides and help local families! https://www.canadahelps.org/en/pages/courir-pour-nourrir/

Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/

Canada's largest brokerage calls for falling home prices in 2026. Fed starts buying short term treasuries and says it's not QE. We are joined by guest Jim Iuorio to discuss Fed rate cuts, fiscal bazookas and risk assets. 

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Pathways Alliance brings together six of Canada's largest oil sands companies working together to keep growing Canada's economy while providing the energy the world needs. Visit https://pathwaysalliance.ca/ to learn more!

Fundraiser by Running Night Club - Let's run together to raise funds for Moisson Laurentides and help local families! https://www.canadahelps.org/en/pages/courir-pour-nourrir/

Check out Jim's podcast The Futures Edge: https://www.youtube.com/@futuresedgepodcast

Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/

What does the Alberta MOU really mean? Tanker bans. Nutrien potash terminal derails BC’s Eby. Alberta poised for Ai power centers. Bank of Canada and the Fed on deck. 

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Pathways Alliance brings together six of Canada's largest oil sands companies working together to keep growing Canada's economy while providing the energy the world needs. Visit https://pathwaysalliance.ca/to learn more!

Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/

Carney and Smith sign a memorandum of understanding on a pipeline. Saskatchewan signs potash agreement. Toronto new home sales slow to near zero. Are government stats concealing the poverty line?

Join Us for The Loonie Hour Investor Series - with Ben Rabidoux, Live in Toronto on December 2nd, 2025! Get your tickets here! https://www.eventbrite.com/e/the-loonie-hour-investor-series-with-ben-rabidoux-dec-2nd-2025-tickets-1969989267931?aff=oddtdtcreator

Pathways Alliance brings together six of Canada's largest oil sands companies working together to keep growing Canada's economy while providing the energy the world needs. Visit https://pathwaysalliance.ca/ to learn more!

Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!

Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/

Home prices are still moving lower despite home sales improving. Canada inflation data steady. Risk assets selling off. Bond yields surging in Japan, the world's most indebted nation. BC cancels Net Zero auto sales target.

Join Us for The Loonie Hour Investor Series - with Ben Rabidoux, Live in Toronto on December 2nd, 2025! Get your tickets here! https://www.eventbrite.com/e/the-loonie-hour-investor-series-with-ben-rabidoux-dec-2nd-2025-tickets-1969989267931?aff=oddtdtcreator

Pathways Alliance brings together six of Canada's largest oil sands companies working together to keep growing Canada's economy while providing the energy the world needs. Visit https://pathwaysalliance.ca/ to learn more!

Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!

Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/

We are joined by guest Brian Kingston, President and CEO of the Canadian Vehicle Manufacturers’ Association. Tariffs, China EV's, and Canada's role in the EV race. What is the future of the Canadian auto sector? 

Join Us for The Loonie Hour Investor Series - with Ben Rabidoux, Live in Toronto on December 2nd, 2025! Get your tickets here! https://www.eventbrite.com/e/the-loonie-hour-investor-series-with-ben-rabidoux-dec-2nd-2025-tickets-1969989267931?aff=oddtdtcreator

Pathways Alliance brings together six of Canada's largest oil sands companies working together to keep growing Canada's economy while providing the energy the world needs. Visit https://pathwaysalliance.ca/to learn more!

Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!

Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/

Housing slump continues. Tensions flare over First Nations land claims. Carney's $78B fiscal bazooka drops. Can the budget fix what ails Canada? Emissions caps and pipelines. With guest and former economic policy advisor Sean Speer. 

Pathways Alliance brings together six of Canada's largest oil sands companies working together to keep growing Canada's economy while providing the energy the world needs. Visit https://pathwaysalliance.ca/to learn more!

Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!

Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/

Bank of Canada and the Fed cut rates by 25bps. BoC warns of lower living standards. Richmond First Nations dispute causing financing issues. Bill Gates pivots on climate change. 

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Inflation ticked higher than expected in September. Market odds favor another rate cut. First Nation land ruling. Layoff announcements accelerate. Global Carbon Tax.

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Stellantis moves Jeep production to the US. Asking Rents continue to fall across Canada. The wealth gap widens. Powell suggests an end to quantitative tightening. Cities roll-back multiplex zoning. 

Join The Loonie Hour and the Canadian Real Estate Investor Podcast live in Vancouver on October 21st! Get your tickets here! https://www.eventbrite.ca/e/canadian-real-estate-global-macro-tickets-1716213644209?aff=Loonie

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Gold surges to new highs. Toronto home prices plunge 25%. New Zealand panic cuts. Germany proposes to boost the retirement age. French government turbulence could spillover. Young Candians are increasingly less satisfied. 

Join The Loonie Hour and the Canadian Real Estate Investor Podcast live in Vancouver on October 21st! Get your tickets here! https://www.eventbrite.ca/e/canadian-real-estate-global-macro-tickets-1716213644209?aff=Loonie

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Development has slowed to zero in Toronto. Canada's cumulative deficits will exceed $360B over the next four years. Eby vows to block any new Alberta pipeline through BC. Power Demand set to Quadruple through Ai. The UK introduces a digital ID. 

Join The Loonie Hour and the Canadian Real Estate Investor Podcast live in Vancouver on October 21st! Get your tickets here! https://www.eventbrite.ca/e/canadian-real-estate-global-macro-tickets-1716213644209?aff=Loonie

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Global liquidity continues to ramp higher. Why the demand for US assets continues to grow. The growing role of stablecoins and crypto that could help fix the US debt crisis. The bull market isn't over yet, with guest and macro investor Michael Nicoletos.

Join The Loonie Hour and the Canadian Real Estate Investor Podcast live in Vancouver on October 21st! Get your tickets here! https://www.eventbrite.ca/e/canadian-real-estate-global-macro-tickets-1716213644209?aff=Loonie

Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!

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The BoC and the Fed both cut rates this week, signalling more easing ahead. Housing troubles persist. Federal budget gets delayed. China coal consumption hits record highs. IEA revises oil demand higher. 

Join The Loonie Hour and the Canadian Real Estate Investor Podcast live in Vancouver on October 21st! Get your tickets here! https://www.eventbrite.ca/e/canadian-real-estate-global-macro-tickets-1716213644209?aff=Loonie

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Rate cuts coming next week in Canada and the US. Labour markets weakening. Backlash grows against temporary foreign workers. US inflation softens. No oil pipelines make the list for national projects of importance. 

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Canada GDP contracts in Q2. Population growth slows to zero in BC & Ontario. Foreign workers face political backlash. Gold surges to new highs amidst looming rate cuts. Concerns mounting over the sovereign debt crisis. 

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Canada removes counter-tariffs on the US. The Bank of Canada says they will start looking at house price inflation. France and the UK warn of potential IMF bailouts as sovereign debt crisis looms. Stocks keep melting higher. 

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The Condo crash goes mainstream. Rental supply is flooding major metros across Canada. CPI inflation falls on lower gas prices and removal of carbon tax. Foreign investment fleeing the country. Vanguard recommends more bonds than stocks?

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The UK fiscal crisis is worsening, sending bond yields higher. Governments refuse to reduce spending, and are increasing taxes further. Is this a cautionary tale for other sovereign debt markets like Canada? Our guest Liam Hallagan explains the debt doom loop and his friendship with Mark Carney. 

Check out Liam Halligan's When The Facts Change Substack! Visit https://substack.com/@liamhalligan today!

Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!

Check out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!

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Trump fires the head of the BLS after job revisions. Weak data out of the US prompts further calls for rate cuts. Tariff revenue could match corporate income taxes. Toronto pre-sale market on the brink. 

Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!

Check out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!

Bank of Canada Holds rates again. Powell refuses to cut rates despite political pressures. US GDP comes in stronger than expected. Real Estate developers ask PM Carney to remove foreign buyer ban. Is Canadian media compromised by the CCP?

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The Loonie Hour team is currently looking for a full-time content manager / social media curator! Email your application to looniehourjobs@gmail.com if you're interested!

Big fiscal deficits, trade wars, immigration, and monetary debasement with guest Pierre Poilievre. We discuss the outlook for Canadian energy, taxes, and Tiff Macklem. 

Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!

Check out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!

Inflation trending higher. Bank of Canada on the sidelines. Bitcoin and Gold surge higher amidst fiat debasement. Sovereign debt markets in distress. House prices leak lower in June. 

Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!

Canada's housing agency flags falling rents, scales back construction financing. Ontario sheds 10,000 college jobs as immigration curbs bite. Carney seeks $25B in cuts, and fewer government jobs. Markets are pricing in more growth and inflation, bond yields tick higher. 

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Get an online home insurance quote in 5 minutes!

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Check out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!

The big beautiful bill passes, ensuring the next wave of fiscal stimulus. Financial markets are betting on a much looser interest rate policy. Will governments impose financial repression? The federal government drops the digital services tax. Germany pivots to natural gas. US jobs data comes in stronger.

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Get an online home insurance quote in 5 minutes!

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Can Ottawa unleash Canada's energy sector? NATO and the race for rare earth metals. Bill C-5 and what it means for new energy projects. The Loonie Hour sits down with energy expert Heather Exner-Pirot to discuss the inflection point for the future of Canada's Natural Resources. 

Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!

Get an online home insurance quote in 5 minutes!

Visit https://squareone.ca/looniehour and get a $20 account credit today!

Check out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!

Canada just reported the third lowest quarter for population growth since the 1950s. Rents falling as rental housing construction remains elevated. National housing sales pickup in May. Elbows down, BC Ferries sell out to China. Gas cars are poised to get more expensive in Canada. Too late Powell, Fed holds rates. 

Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!

Get an online home insurance quote in 5 minutes!

Visit squareone.ca/looniehour and get a $20 account credit today!

Check out Saily at saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!

Subscribe to Ben Rabidoux's work at Edge Analytics - Regular price $50/mo. Loonie Hour listeners lock it in at $30/mo with code OG-30: https://www.edgeanalytics.ca

Is Canada’s red-hot real-estate machine finally seizing up? In this road-trip edition of The Loonie Hour (Ep. 192) we roll with housing analyst Ben Rabidoux to unpack a $900 million mortgage-fraud scandal, the cracks spreading through Canada’s economy and property market, and what higher rates, shrinking household cash-flow, and souring construction loans really mean for Canadians in 2025. Buckle up - this one’s shot in Ontario on location, five-camera 4K, amid limestone cliffs and cottage-country calm, but the data is anything but chill.

Offers for Loonie Hour listeners:

Neighbourhood Holdings – Private mortgage solutions.

For Investors & Advisors: https://www.neighbourhoodholdings.com/looniehour

For Mortgage Brokers: https://www.neighbourhoodholdings.com/looniehour-brokers

BICI – Premium cycling gear designed in Canada. Use code looniehour10 for 10% off your next order: http://bit.ly/3Zt8wMB

Edge Analytics – The data platform Ben swears by. Regular price $50/mo— Loonie Hour listeners lock it in at $30/mo with code OG-30:

https://www.edgeanalytics.ca

⸻

Meet the crew

Hosted by Steve Saretsky, Keith Dicker, & Richard Dias

Special guest Ben Rabidoux

Shot & produced by Unforgettable Studios (Adam “DC” Darvay-Canavor & Alvin Keung)

Subscribe To My Channel For More Videos Like This One: https://www.youtube.com/@saretsky?subscribe

Listen to The Loonie Hour on your favourite podcast platform:

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#TheLoonieHour #Macroeconomics #PersonalFinanceCanada

The Bank of Canada holds rates again, markets price out further cuts. Home sales tank in Vancouver, inventory surges in the GTA for the month of May. Bond Market concerns deepen. 

Hang out with The Loonie Hour crew in Toronto on June 09! Grab your tickets

https://www.eventbrite.com/e/loonie-hour-toronto-june-09-tickets-1388615449189?aff=oddtdtcreator

Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn

Pre-sale condos slump to levels last seen in the 1990's. Job losses pick up momentum. Bank earnings suggest more credit losses expected. Will the Bank of Canada cut rates next week? Trump tariffs head to court. The Japanese government vows to contain bond gitters. 

Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!

Loonie Hour in Toronto June 09. Grab your tickets https://www.eventbrite.com/e/loonie-hour-toronto-june-09-tickets-1388615449189?aff=oddtdtcreator

Core inflation jumps in Canada, potentially delaying rate cuts. Bond vigilantes take control of the bond market. Canada Pension Plan pulls the plug on Net Zero. Australia aims to tax unrealized capital gains. 

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Check out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!

Carney's cabinet ministers spark controversy. Honda delays its $15B EV project in Canada, humiliating policy makers. Inflation falls, and bond yields are back on the rise. Western democracies close the door on immigration. 

Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!

Check out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!

Price declines continue in Canada's condo market. Central Banks will have to do QE once again. Carney heads to the White House. The UK and China cut rates. Goodbye Warren Buffett.

Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!

Check out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!

Mark Carney elected as PM fuels speculation of Alberta separation. Trade agreement with Trump might come quicker than expected. Spain and Portugal become first countries to achieve Net Zero. US GDP contracts ahead of trade war. National house prices in Canada facing steepest correction in nearly four decades.

Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!

Check out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!

Record 7 million Canadians voted during advance polls. What are the key battleground areas? Can the Conservatives surprise pollsters and pull off a victory. The fiscal bazooka is coming, will the bond market revolt? We are joined by pollster Quito Maggi of Mainstreet Research. 

Check out Mainstreet Research Polling & Services Here: Visit https://www.mainstreetresearch.ca/ today to learn more!

Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!

Check out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!

Canada inflation cools in March. Bank of Canada holds rates, signaling more uncertainty ahead. Will Mark Carney really unleash the Canadian energy sector? Our guest, Doomberg chimes in on the upcoming elections, ESG, and the fate of Canada's natural resource sector. 

See omnystudio.com/listener for privacy information.

Stocks and Bonds down. Trump panics and pauses tariffs for 90 days. Is a China currency devaluation imminent? We also cover the upcoming federal elections in Canada and are joined by John Manley and David Herle for political commentary.

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The tariff war goes global, what are the implications for various countries and the financial system? Stocks down, bonds up. Rate cut expectations increase. Mark Carney unveils his housing plan which includes paying for municipal development fees. Gas prices drop on removal of carbon tax. Pre-sale condo market unwinding. 

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Small businesses in Canada have never been more downbeat. Tariffs hit the auto sector hard. Is a recession part of the Trump fiscal plan? Bond yields push higher in Europe. Concern around job losses growing. 

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How President Trump upended the world order and his strategy behind it. PM Carney to call an election this week. Canada CPI surges more than expected. The Fed holds rates for now. Canadian Banks tighten credit.

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Bank of Canada cuts rates again citing new crisis, and expects higher prices. Mark Carney is anointed the next Prime Minister. The carbon tax isn't going away. The oil & gas emissions cap is expected to kill 50,000 jobs. Doug Ford threatens to turn off the power. 

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Tariff volatility continues, freezing business investment. Housing slump deepens in Vancouver & Toronto. Germany unveils the fiscal bazooka, along with China. Political tensions rise. 

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Canadian bank earnings reported modestly higher loan loss provisions, despite a wave of renewals coming. Tariffs talks are ramping back up with the US expected to hit Canada next week. The bond market is worried about weaker growth. The EU pleads with India. Crypto market crashes.

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Canadian CPI moved higher, setting up a squeeze higher this summer. High Speed Rail to Quebec? Universal Basic Income making a comeback in Canada. Entrepreneurs fleeing Canada. Could the US demand that counties purchase zero coupon bonds for military protection? The changing world order is here.

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Immigration outflows are not being fully counted by stats Canada, making the labour market appear stronger than it is. Banks are now writing 100% LTV mortgages on new condos. US inflation is accelerating and the Fed is done cutting. Canada names their new Fentanyl Czar. 

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Canada's top investigative reporter and fentanyl expert Sam Cooper joins the show. How bad is the fentanyl problem, what does Trump want to see, and who will become Canada's fentanyl Czar? Corruption runs deep as policy makers turn a blind eye to the deepening drug crisis. 

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We are joined by Alberta Premier Danielle Smith to discuss trade negotiations, the currency, and our natural resources. The Bank of Canada cuts rates again. Policy makers preparing for helicopter money, and more global uncertainty. 

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Canada's CPI inflation slowed in December. Will inflation perk up again this year? The bond market says one more rate cut for the Bank of Canada. Policy makers are swinging to the right as public sentiment shifts. Scrapping the Carbon tax and Capital gains tax. The UK debt market barreling towards a crisis provides insights for other western countries on managing deficits.

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Alberta refuses to sign on with Trudeau's proposed retaliatory tariffs. Toronto new condo sales hit 28 year lows as property taxes surge. Is Mark Carney the next prime minister already? US CPI cools, bringing relief to the bond market. 

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Unpacking the Trudeau prorogation. When will the next federal election be? Budget deficit is likely larger than $62B. Canadian oil exports to the US hit record highs. UK Gilt market having another crisis moment. China bond market forecasting more doom. 

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Bond yields will tumble amidst debt deflation in China, propelling lower mortgage rates in Canada and higher house prices. The US stock market will see a large correction and usher in a recession in the US. The Euro will crash as the German economy sinks. 

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Bond yields rising as central banks cut rates. Canadian housing faces rising defaults in new construction space. China’s bond market flashes red, awaiting giant stimulus.

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Finance minister Freeland resigns, Trudeau government hangs in the balance. Budget deficit explodes to $62B, surpassing the fiscal guardrails. The Loonie tumbles dropping to 69 cents. The US Fed cuts rates, says inflation target won't be hit until 2027. Coal usage hits record highs on Chinese demand.

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Bank of Canada slashes rates by another 50bps. The Labour market is getting worse. The Fed might be done cutting rates later this year but the BoC isn't. Rents continue to drop in major metros. Record supply under construction. Immigration system needs an overhaul as asylum claims surge. 

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Housing sales plunging means no new housing by 2030. Former BoC governor Poloz says we are in a recession. Canadian businesses struggling with Canada Post strikes. Powell at the Fed signals rate cuts might be over. Bank of Canada on deck next week.

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Vibecession in Canada. Jobs not keeping pace with immigration. Emissions cap and Trump tariffs, what is the fate of the Canadian energy sector? GST holiday gets a boost in Ontario. The Eurozone continues to circle the drain in large part due to poor energy policy. 

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Developer Insolvencies Surge to 10 year high. Private Credit funds shut the gates. Inflation ticks higher, stoking concerns for the Bank of Canada. No GST for the holidays, Trudeau opens up the cheque book. Budget deficit concerns increase. 

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The Canadian dollar continues to weaken. Canada Pension plans gets political, potentially locking capital in Canada. The German economy continues to sputter. Housing activity bounces on rate cut optimism. 

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Canada's immigration demise was years in the making. Trump gets back to the White House, what are the market implications? Stocks, crypto and bond yields surge higher. The Federal government continues to punish the Oil & gas sector, implementing defacto production caps. 

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