Afleveringen
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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:
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
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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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Stay up to date with our information -
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🎙️ Listen to the Podcast on Your Preferred Platform:
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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)
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
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Zijn er afleveringen die ontbreken?
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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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Stay up to date with our information -
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🎙️ Listen to the Podcast on Your Preferred Platform:
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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
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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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Stay up to date with our information -
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🎙️ Listen to the Podcast on Your Preferred Platform:
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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
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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
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Stay up to date with our information -
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🎙️ Listen to the Podcast on Your Preferred Platform:
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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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✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
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🎙️ Listen to the Podcast on Your Preferred Platform:
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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
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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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For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
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Stay up to date with our information -
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🎙️ Listen to the Podcast on Your Preferred Platform:
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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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Stay up to date with our information -
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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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Stay up to date with our information -
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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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Request a consultation with IceCap Asset Management today!
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✉️ Media & Real Estate Inquiries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
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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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Stay up to date with our information -
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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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Stay up to date with our information -
📫 My Real Estate Substack:
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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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Sign up for Edge Analytics Research with Ben Rabidoux:
https://edgeanalytics.ca/
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Stay up to date with our information -
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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 #canadianrealestate
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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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Stay up to date with our information -
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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!
Get Your Tickets Here!
Calgary - https://www.eventbrite.com/e/loonie-hour-investor-series-with-ben-rabidoux-calgary-tickets-1984582823649?aff=oddtdtcreator
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Start an investment portfolio that's built to perform with Neighbourhood Holdings!
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For Mortgage Brokers:
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✉️ Media & Real Estate Inquries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
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📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
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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.
Join Us For The Loonie Hour Investor Series - With Ben Rabidoux, Live In Calgary on March 23rd, and Vancouver on March 25th!
Get Your Tickets Here!
Calgary - https://www.eventbrite.com/e/loonie-hour-investor-series-with-ben-rabidoux-calgary-tickets-1984582823649?aff=oddtdtcreator
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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.
Visit Doomberg's Substack Here: https://newsletter.doomberg.com/
✉️ Media & Real Estate Inquries: [email protected]
Stay up to date with our information -
📫 My Real Estate Substack:
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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 #canadianrealestate
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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/
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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?
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
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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 [email protected].
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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