The Loonie Hour

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

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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✉️ 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
04:34 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
adam@adamdc.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

Canada enters a "technical" recession. The curious case of the Bank of Canada's gold reserves. The Bitcoin bear market deepens. Canada has the second largest Natural Gas reserves in the world.

Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour

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✉️ 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
05:31 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.

Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour

Request a consultation with IceCap Asset Management today:
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✉️ 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
05:15 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.

Join Us For The Loonie Hour Investor Series - With Ron Butler and Daniel Foch, Live In Toronto on June 3rd! Get Your Tickets Here! https://www.eventbrite.com/e/the-loonie-hour-investor-series-with-ron-butler-daniel-foch-june-3rd-tickets-1990129219067

Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour

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

✉️ Media & Real Estate Inquiries: 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