The Loonie Hour

Hosted by Steve Saretsky

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Episodes

256

Latest episode

Aug 2026

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EN-US

About the show

The Loonie Hour is a Canadian based macro economic podcast covering newsworthy events across the globe and how they will impact Canadians.

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60 recent

September 11, 2026Episode 2591 hr 4 min

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 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: https://www.eventbrite.com/e/the-loonie-hour-investor-series-with-ben-rabidoux-october-13th-tickets-2000313438341 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: steve@stevesaretsky.com 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: https://linktr.ee/looniehour 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

September 4, 2026Episode 2581 hr 7 min

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. 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: steve@stevesaretsky.com 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: https://linktr.ee/looniehour 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

August 28, 2026Episode 25759 min

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 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! Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/ ✉️ Media & Real Estate Inquiries: steve@stevesaretsky.com 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: https://linktr.ee/looniehour 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

August 21, 2026Episode 2561 hr 9 min

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 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. 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! Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/ ✉️ Media & Real Estate Inquiries: steve@stevesaretsky.com 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: https://linktr.ee/looniehour 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

August 14, 2026Episode 2551 hr 16 min

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 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. 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! Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/ ✉️ Media & Real Estate Inquiries: steve@stevesaretsky.com 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: https://linktr.ee/looniehour 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

August 7, 2026Episode 2541 hr 7 min

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 housing and rate expectations. Stay Up To Date With The Loonie Hour Substack: https://looniehour.substack.com/about 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: steve@stevesaretsky.com 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: https://linktr.ee/looniehour 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

July 31, 2026Episode 25359 min

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 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. 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 a call with IceCap Asset Management: https://icecapassetmanagement.com/contact/ ✉️ Media & Real Estate Inquiries: steve@stevesaretsky.com 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: https://linktr.ee/looniehour 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

July 24, 2026Episode 2521 hr 10 min

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 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 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 a call with IceCap Asset Management: https://icecapassetmanagement.com/contact/ ✉️ Media & Real Estate Inquiries: steve@stevesaretsky.com 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: https://linktr.ee/looniehour 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

July 17, 2026Episode 2511 hr 24 min

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 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. 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 a call with IceCap Asset Management: https://icecapassetmanagement.com/contact/ ✉️ Media & Real Estate Inquiries: steve@stevesaretsky.com 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: https://linktr.ee/looniehour 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

July 10, 2026Episode 2501 hr 13 min

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 government-funded pipeline project, which is costing a massive $35B+ but driving up to 140,000 jobs. 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 a call with IceCap Asset Management: https://icecapassetmanagement.com/contact/ ✉️ Media & Real Estate Inquiries: steve@stevesaretsky.com 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: https://linktr.ee/looniehour [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