The big beautiful bill passes, ensuring the next wave of fiscal stimulus. Financial markets are betting on a much looser interest rate policy. Will governments impose financial repression? The federal government drops the digital services tax. Germany pivots to natural gas. US jobs data comes in stronger. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Get an online home insurance quote in 5 ...
Jul 04, 2025•1 hr 12 min•Ep. 195
Can Ottawa unleash Canada's energy sector? NATO and the race for rare earth metals. Bill C-5 and what it means for new energy projects. The Loonie Hour sits down with energy expert Heather Exner-Pirot to discuss the inflection point for the future of Canada's Natural Resources. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Get an online home insurance quote in 5 minutes! Visit https://squar...
Jun 27, 2025•1 hr 2 min•Ep. 194
Canada just reported the third lowest quarter for population growth since the 1950s. Rents falling as rental housing construction remains elevated. National housing sales pickup in May. Elbows down, BC Ferries sell out to China. Gas cars are poised to get more expensive in Canada. Too late Powell, Fed holds rates. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Get an online home insurance qu...
Jun 20, 2025•1 hr 8 min•Ep. 193
Is Canada’s red-hot real-estate machine finally seizing up? In this road-trip edition of The Loonie Hour (Ep. 192) we roll with housing analyst Ben Rabidoux to unpack a $900 million mortgage-fraud scandal, the cracks spreading through Canada’s economy and property market, and what higher rates, shrinking household cash-flow, and souring construction loans really mean for Canadians in 2025. Buckle up - this one’s shot in Ontario on location, five-camera 4K, amid limestone cliffs and cottage-count...
Jun 13, 2025•1 hr 21 min•Ep. 192
The Bank of Canada holds rates again, markets price out further cuts. Home sales tank in Vancouver, inventory surges in the GTA for the month of May. Bond Market concerns deepen. Hang out with The Loonie Hour crew in Toronto on June 09! Grab your tickets https://www.eventbrite.com/e/loonie-hour-toronto-june-09-tickets-1388615449189?aff=oddtdtcreator Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn...
Jun 06, 2025•1 hr 19 min•Ep. 191
Pre-sale condos slump to levels last seen in the 1990's. Job losses pick up momentum. Bank earnings suggest more credit losses expected. Will the Bank of Canada cut rates next week? Trump tariffs head to court. The Japanese government vows to contain bond gitters. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Loonie Hour in Toronto June 09. Grab your tickets https://www.eventbrite.com/e/loo...
May 30, 2025•1 hr 5 min•Ep. 190
Core inflation jumps in Canada, potentially delaying rate cuts. Bond vigilantes take control of the bond market. Canada Pension Plan pulls the plug on Net Zero. Australia aims to tax unrealized capital gains. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Check out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!...
May 23, 2025•1 hr 11 min•Ep. 189
Carney's cabinet ministers spark controversy. Honda delays its $15B EV project in Canada, humiliating policy makers. Inflation falls, and bond yields are back on the rise. Western democracies close the door on immigration. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Check out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!...
May 16, 2025•1 hr 12 min•Ep. 188
Price declines continue in Canada's condo market. Central Banks will have to do QE once again. Carney heads to the White House. The UK and China cut rates. Goodbye Warren Buffett. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Check out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!...
May 09, 2025•59 min•Ep. 187
Mark Carney elected as PM fuels speculation of Alberta separation. Trade agreement with Trump might come quicker than expected. Spain and Portugal become first countries to achieve Net Zero. US GDP contracts ahead of trade war. National house prices in Canada facing steepest correction in nearly four decades. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Check out Saily at https://www.saily...
May 02, 2025•1 hr•Ep. 186
Record 7 million Canadians voted during advance polls. What are the key battleground areas? Can the Conservatives surprise pollsters and pull off a victory. The fiscal bazooka is coming, will the bond market revolt? We are joined by pollster Quito Maggi of Mainstreet Research. Check out Mainstreet Research Polling & Services Here: Visit https://www.mainstreetresearch.ca/ today to learn more! Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www....
Apr 25, 2025•1 hr 17 min•Ep. 185
Canada inflation cools in March. Bank of Canada holds rates, signaling more uncertainty ahead. Will Mark Carney really unleash the Canadian energy sector? Our guest, Doomberg chimes in on the upcoming elections, ESG, and the fate of Canada's natural resource sector. See omnystudio.com/listener for privacy information.
Apr 18, 2025•1 hr 28 min•Ep. 184
Stocks and Bonds down. Trump panics and pauses tariffs for 90 days. Is a China currency devaluation imminent? We also cover the upcoming federal elections in Canada and are joined by John Manley and David Herle for political commentary. Join the Ice Cap / Loonie Hour Webinar this April 21st! https://us02web.zoom.us/webinar/register/WN_DZsw6JwURYOqDRADjVnQrg Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to...
Apr 11, 2025•1 hr 28 min•Ep. 183
The tariff war goes global, what are the implications for various countries and the financial system? Stocks down, bonds up. Rate cut expectations increase. Mark Carney unveils his housing plan which includes paying for municipal development fees. Gas prices drop on removal of carbon tax. Pre-sale condo market unwinding. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Check out Saily at saily...
Apr 04, 2025•1 hr 24 min•Ep. 182
Small businesses in Canada have never been more downbeat. Tariffs hit the auto sector hard. Is a recession part of the Trump fiscal plan? Bond yields push higher in Europe. Concern around job losses growing. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Check out Saily at saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase! See omnystudio.com/listener...
Mar 28, 2025•1 hr 15 min•Ep. 181
How President Trump upended the world order and his strategy behind it. PM Carney to call an election this week. Canada CPI surges more than expected. The Fed holds rates for now. Canadian Banks tighten credit. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Check out Saily at saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase! See omnystudio.com/liste...
Mar 21, 2025•1 hr 26 min•Ep. 180
Bank of Canada cuts rates again citing new crisis, and expects higher prices. Mark Carney is anointed the next Prime Minister. The carbon tax isn't going away. The oil & gas emissions cap is expected to kill 50,000 jobs. Doug Ford threatens to turn off the power. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Protect your privacy! Try Incogni, risk-free for 30 days! Visit https://incogni...
Mar 14, 2025•1 hr 6 min•Ep. 179
Tariff volatility continues, freezing business investment. Housing slump deepens in Vancouver & Toronto. Germany unveils the fiscal bazooka, along with China. Political tensions rise. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Check out Saily at saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase! See omnystudio.com/listener for privacy informa...
Mar 07, 2025•1 hr 5 min•Ep. 178
Canadian bank earnings reported modestly higher loan loss provisions, despite a wave of renewals coming. Tariffs talks are ramping back up with the US expected to hit Canada next week. The bond market is worried about weaker growth. The EU pleads with India. Crypto market crashes. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Protect your privacy! Try Incogni, risk-free for 30 days! Visit h...
Feb 28, 2025•1 hr 13 min•Ep. 177
Canadian CPI moved higher, setting up a squeeze higher this summer. High Speed Rail to Quebec? Universal Basic Income making a comeback in Canada. Entrepreneurs fleeing Canada. Could the US demand that counties purchase zero coupon bonds for military protection? The changing world order is here. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Protect your privacy! Try Incogni, risk-free for 3...
Feb 21, 2025•1 hr 8 min
Immigration outflows are not being fully counted by stats Canada, making the labour market appear stronger than it is. Banks are now writing 100% LTV mortgages on new condos. US inflation is accelerating and the Fed is done cutting. Canada names their new Fentanyl Czar. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Check out Saily at https://saily.com/looniehour and use our promo code 'LOON...
Feb 14, 2025•1 hr 4 min
Canada's top investigative reporter and fentanyl expert Sam Cooper joins the show. How bad is the fentanyl problem, what does Trump want to see, and who will become Canada's fentanyl Czar? Corruption runs deep as policy makers turn a blind eye to the deepening drug crisis. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodholdings.com/looniehour to learn more Protect your online data and secure your privacy with Incogni! Check them out usin...
Feb 07, 2025•56 min
We are joined by Alberta Premier Danielle Smith to discuss trade negotiations, the currency, and our natural resources. The Bank of Canada cuts rates again. Policy makers preparing for helicopter money, and more global uncertainty. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodholdings.com/looniehour to learn more! Get your travel data sorted with Saily and enjoy smooth, safe, and reliable internet access while you're away in over 150 c...
Jan 31, 2025•1 hr 22 min
Canada's CPI inflation slowed in December. Will inflation perk up again this year? The bond market says one more rate cut for the Bank of Canada. Policy makers are swinging to the right as public sentiment shifts. Scrapping the Carbon tax and Capital gains tax. The UK debt market barreling towards a crisis provides insights for other western countries on managing deficits. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodholdings.com/looni...
Jan 24, 2025•1 hr 7 min
Alberta refuses to sign on with Trudeau's proposed retaliatory tariffs. Toronto new condo sales hit 28 year lows as property taxes surge. Is Mark Carney the next prime minister already? US CPI cools, bringing relief to the bond market. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodholdings.com/looniehour to learn more! Get your travel data sorted with Saily and enjoy smooth, safe, and reliable internet access while you're away in over 1...
Jan 17, 2025•1 hr 7 min
Unpacking the Trudeau prorogation. When will the next federal election be? Budget deficit is likely larger than $62B. Canadian oil exports to the US hit record highs. UK Gilt market having another crisis moment. China bond market forecasting more doom. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodholdings.com/looniehour to learn more! Check out Kate Harrison and her team's work at Summa Strategies here! https://summastrategies.ca/ See ...
Jan 10, 2025•1 hr 14 min•Ep. 170
Bond yields will tumble amidst debt deflation in China, propelling lower mortgage rates in Canada and higher house prices. The US stock market will see a large correction and usher in a recession in the US. The Euro will crash as the German economy sinks. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodholdings.com/looniehour to learn more! Get your travel data sorted with Saily and enjoy smooth, safe, and reliable internet access while y...
Jan 03, 2025•1 hr
Bond yields rising as central banks cut rates. Canadian housing faces rising defaults in new construction space. China’s bond market flashes red, awaiting giant stimulus. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodholdings.com/looniehour to learn more! See omnystudio.com/listener for privacy information.
Dec 27, 2024•1 hr
Finance minister Freeland resigns, Trudeau government hangs in the balance. Budget deficit explodes to $62B, surpassing the fiscal guardrails. The Loonie tumbles dropping to 69 cents. The US Fed cuts rates, says inflation target won't be hit until 2027. Coal usage hits record highs on Chinese demand. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodholdings.com/looniehour to learn more! See omnystudio.com/listener for privacy information....
Dec 20, 2024•1 hr 12 min
Bank of Canada slashes rates by another 50bps. The Labour market is getting worse. The Fed might be done cutting rates later this year but the BoC isn't. Rents continue to drop in major metros. Record supply under construction. Immigration system needs an overhaul as asylum claims surge. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodholdings.com/looniehour to learn more! Get your travel data sorted with Saily and enjoy smooth, safe, and...
Dec 13, 2024•1 hr 8 min
