The Loonie Hour

Steve Saretsky

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

  1. A New Cold War Is Reshaping the World- w/guest Michael Nicolteos

    4d ago

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

    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

    1h 34m
  2. When Will Canadian Real Estate Hit Bottom? w/ guest Ben Rabidoux

    5d ago

    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

    1h 12m
  3. The Canadian Economy Slips into Recession

    Jun 5

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

    May 29

    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

    1h 30m

Ratings & Reviews

5
out of 5
7 Ratings

About

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

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