The Loonie Hour

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

  1. Mark Carney: 10 Years of Canadian Policy was Wrong (Policy Changes Are Coming)

    hace 3 d

    Mark Carney: 10 Years of Canadian Policy was Wrong (Policy Changes Are Coming)

    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 h 3 min
  2. Are Canadian Tax Payers Bailing Out Developers?

    26 jun

    Are Canadian Tax Payers Bailing Out Developers?

    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 h 39 min
  3. Ottawa’s War on Privacy and Internet Freedom- w/guest Sam Cooper

    19 jun

    Ottawa’s War on Privacy and Internet Freedom- w/guest Sam Cooper

    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 h 17 min
  4. A New Cold War Is Reshaping the World- w/guest Michael Nicoletos

    12 jun

    A New Cold War Is Reshaping the World- w/guest Michael Nicoletos

    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 h 34 min
  5. When Will Canadian Real Estate Hit Bottom? w/ guest Ben Rabidoux

    11 jun

    When Will Canadian Real Estate Hit Bottom? w/ guest Ben Rabidoux

    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

    1 h 12 min
  6. The Canadian Economy Slips into Recession

    5 jun

    The Canadian Economy Slips into 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 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

    59 min
  7. Canada's State Surveillance Bill - w/ guest Michael Geist

    29 may

    Canada's State Surveillance Bill - w/ guest Michael Geist

    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 h 30 min
  8. Inflation Is Heating Up… Will Central Banks Ignore It?

    22 may

    Inflation Is Heating Up… Will Central Banks Ignore It?

    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 h 10 min
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Información

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

Ficha técnica

  • Creado por
    Steve Saretsky
  • Años en activo
    2021 - 2026
  • Episodios
    249
  • Clasificación
    Explícito
  • Derechos de autor
    © Steve Saretsky
  • Sitio web del podcast
    The Loonie Hour

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