Published by Steve Saretsky
The Loonie Hour is a Canadian based macro economic podcast covering newsworthy events across the globe and how they will impact Canadians.
Listen on Apple Podcasts59 min
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
1 hr 10 min
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
1 hr 24 min
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
1 hr 13 min
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
1 hr 2 min
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. 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 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
1 hr 39 min
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 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 Join Seeking Alpha Premium And Get 25% Off Today!: https://link.seekingalpha.com/52636H6/4G6SHH/ ✉️ 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 04:46 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
1 hr 16 min
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. 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 Join Seeking Alpha Premium And Get 25% Off Today!: https://link.seekingalpha.com/52636H6/4G6SHH/ ✉️ 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 05:11 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: 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
1 hr 34 min
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. 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 Join Seeking Alpha Premium And Get 25% Off Today!: https://link.seekingalpha.com/52636H6/4G6SHH/ ✉️ 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 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
1 hr 11 min
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. 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 Edge Analytics – EDGE30 / EDGE330 for $30/month, $330/year: https://www.edgeanalytics.ca ✉️ 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
58 min
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 Join Seeking Alpha Premium And Get 25% Off Today!: https://link.seekingalpha.com/52636H6/4G6SHH/ ✉️ 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
1 hr 29 min
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: 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 05:15 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
1 hr 9 min
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
1 hr 6 min
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. 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 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
1 hr 5 min
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. 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: 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
1 hr 5 min
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. 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: 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
1 hr 9 min
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. 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: 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
1 hr 9 min
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. 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! 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
1 hr 20 min
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. 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! 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
1 hr 5 min
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. Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Investors and Advisors: https://www.neighbourhood.com/looniehour For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers Request a consultation with IceCap Asset Management today! 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
1 hr 12 min
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. Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Investors and Advisors: https://www.neighbourhood.com/looniehour For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers Sign up for Edge Analytics Research with Ben Rabidoux: https://edgeanalytics.ca/ ✉️ 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 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