The Loonie Hour

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! Fo...

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...

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! ht...

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...

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://...

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.neighb...

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:/...

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 Ho...

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...

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 Chec...

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 con...

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 consult...

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...

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:...

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.neighbourho...

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: ht...

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://ww...

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.  Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Investors and Advisors: https://www.ne...

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-in...

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 25...

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: steve@stevesaretsky.com Stay up to date with ou...

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. Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Investors and Advisors: https://www.neighbourhood.co...

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.  Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Investors and Advisor...

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! For Investors and Advisors: https://www.neighbourhood.com/looniehour For Mortga...

Precious metals, and crypto are crashing. Ai is now threatening SAAS valuations. This is all putting pressure on private credit markets. Is the US economy entering deflation? Canada brings back EV rebates. Home sales tumble further in January.  Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Investors and Advisors: https://www.neighbourhood.com/looniehour...