
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













