The Loonie Hour

Is the AI boom turning into the next financial bubble? Today, we're joined by financial analyst Chris Whalen to discuss the massive spending behind artificial intelligence, the risks facing financial markets, and the growing disconnect between the Federal Reserve and the bond market. We also explore private credit, government debt, Canada's changing political landscape, and the Bank of Canada's latest interest rate decision as affordability pressures continue to weigh on the economy.

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Timestamps:

00:00 Intro

03:29 Introducing Chris Whalen

04:44 Is AI Becoming a Financial Bubble?

08:22 The Risks of AI Vendor Financing

12:12 The Global AI Arms Race

15:42 Data Centers and the Infrastructure Problem

20:31 The Federal Reserve and Kevin Warsh

23:51 Bank Reserves and Market Liquidity

27:35 Is Monetary Policy Losing Its Effectiveness?

31:51 The Bond Market and Government Debt

34:10 Household Credit and Private Credit Risks

36:33 Trouble in Private Equity

40:11 Could the Fed Return to Quantitative Easing?

42:01 Final Thoughts from Chris Whalen

43:06 Canada's Political Shake-Up

46:08 What Political Change Could Mean for BC

49:03 Investment and Economic Policy

52:16 The Bank of Canada's Rate Decision

55:15 Inflation and the Cost of Living

59:41 The Bank of Canada's Economic Outlook

01:02:28 Inflation Forecasts for 2027

01:06:20 Canada's Federal Budget and Deficit

01:10:49 The Problem with Net Debt

01:13:39 Canada's Federal and Provincial 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 #macroeconomics #federalreserve

Today, we'll unpack Canada's growing economic challenges. From Alberta's surprising fiscal surplus and Toronto's struggling condo market to renewed immigration debates and Canada's uncertain trade relationship with the United States, we'll examine the policies shaping the country's trajectory. We'll also discuss Europe's political and fiscal instability and what it could mean for global markets, including a plan for Canada to pursue an "associate-member" status with the European Union.

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Timestamps:

00:00 Introduction

04:40 Alberta's Referendum Results

07:01 Alberta's Policy and Immigration Demands

11:35 Alberta's Economic Challenges

13:08 Oil Royalties and Alberta's Fiscal Surplus

15:29 Toronto's Condo Market Crisis

19:02 Government Incentives for Condo Developers

24:02 Distressed Condos and Market Opportunities

27:06 Foreign Buyers and Immigration Policy

29:18 Canada's Immigration Policy Debate

33:40 Immigration's Impact on Wages and Housing

36:15 Immigration and Economic Consequences

40:14 Bank of Canada Warnings on Immigration

44:30 Canada–U.S. Trade Negotiations

47:44 Canada's Proposed EU Trade Alignment

49:13 Europe's Growing Political Instability

50:40 France's Fiscal Crisis

55:59 European Politics and Economic Unrest

01:00:24 Economic Inequality and Public Frustration

01:03:10 Canada's U.S. Treasury Holdings

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

Today, we're joined by Fraser Matthews, CEO of Netcoins, to discuss the rise of stablecoins, their impact on the banking system, and the future of digital payments. Are stablecoins an existential threat to traditional banks or the railways and bridges connecting traditional finance and the on-chain economy? We also tackle Canada's struggling housing market, stubborn inflation, rising bond yields, and the growing risks facing financial markets.

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Stay up to date with our information -

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🎙️ Listen to the Podcast on Your Preferred Platform:

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Timestamps:

00:00 Introduction

04:02 Canada's Housing Market Outlook

11:49 Introducing the Future of Finance

12:48 Fraser Matthews Joins The Show

20:44 Stablecoin Regulation and Adoption

21:44 What Are Stablecoins?

23:13 Why Stablecoins Matter

24:53 Are Stablecoins a Threat to Banks?

29:57 Stablecoins and US Treasury Demand

32:58 Crypto and Money Laundering Concerns

44:13 The Battle for Bank Deposits

47:13 The Future of Stablecoins

52:41 Canadian Stablecoin Developments

55:30 Tokenized Stocks and Financial Markets

56:49 AI Agents and Programmable Money

01:04:10 The Growing Threat to Commercial Banks

01:06:50 Inflation Surprises to the Upside

01:09:21 Bond Market Risks

01:11:11 Could Bonds Stage a Rally?

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 #crypto

British Columbia is facing a record $13.8 billion budget deficit, mounting tax pressures, and a struggling housing market. With the October 24 election approaching, we sit down with B.C. Conservative Leader Lorne Doerkson to discuss the province's fiscal challenges, the NDP's tax policies, housing affordability, stalled development, the rampant crime and drug use, and the future of investment in British Columbia. We also examine the political shakeup in Quebec, rising global bond yields, mounting concerns over government debt, and the Canadian dollar's weakness against the U.S. dollar. Could higher long-term interest rates put even more pressure on Canada's economy and housing market?

Join Us for The Loonie Hour Investor Series — Live in Ottawa with Ben Rabidoux on October 13th, and Live in Montreal on October 15th!

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Stay up to date with our information -

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🎙️ Listen to the Podcast on Your Preferred Platform:

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Timestamps:

00:00 Introduction

07:17 British Columbia's Political and Economic Outlook

13:29 Lorne Doerkson Joins The Show

22:48 B.C.'s Record Deficit and Tax Policies

24:49 Infrastructure Spending and Government Priorities

26:37 Unsold Condos and B.C.'s Housing Crisis

30:39 Construction Costs and Housing Affordability

35:07 Natural Resources and Investment in B.C.

40:46 Crime, Drugs, and Public Safety

47:10 B.C. Election Takeaways

48:30 Quebec's Political Shakeup

53:10 Population Growth and Immigration

54:58 The Loonie Hour Live Events

57:10 Global Bond Yields Continue to Rise

01:03:41 Government Debt and Rising Borrowing Costs

01:07:37 Canadian Dollar Under Pressure

01:14:02 Market Volatility and Investor Positioning

01:18:12 Closing Remarks

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 #britishcolumbia

Bond markets are deteriorating rapidly as yields rise and credit spreads begin to widen across the U.S., Canada, Europe, and Japan. We discuss what tightening financial conditions could mean for housing, equities, the broader economy, as well as the possibility that a short-term recovery in bonds could ultimately prove to be a bear trap. Meanwhile, B.C.’s condo market continues to struggle with thousands of completed and unsold units as developers face mounting pressure. We also discuss Canada’s debt maturity schedule, Saskatchewan's push toward nuclear power, taxes and talent retention, and the renewed debate over immigration and temporary foreign workers.

Join Us for The Loonie Hour Investor Series — Live in Ottawa with Ben Rabidoux on October 13th, and Live in Montreal on October 15th!

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For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers

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Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/

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Stay up to date with our information -

📫 My Real Estate Substack:

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📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour

🎙️ Listen to the Podcast on Your Preferred Platform:

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Timestamps:

00:00 Introduction

04:28 Loonie Hour Investor Series

07:26 B.C. Election & David Eby’s Condo Tax

10:40 Taxing Unsold New Condos

12:31 B.C.’s Growing Condo Inventory

14:39 Developers Cutting Prices & Raising Commissions

16:19 Why Developers Can’t Simply Slash Prices

18:02 Bond Stress Meets the Housing Market

19:49 Loonie Hour Investor Series

21:39 The Global Bond Selloff

23:08 High-Yield Credit Spreads Are Moving

26:12 Is a Bond Market Recovery a Bear Trap?

27:52 Tightening Financial Conditions

30:42 Bond Market Warning Signals

33:55 U.S. Economy Complicates the Rate Outlook

36:59 Canada’s Coming Debt Maturity Wall

38:29 Canada Reshapes Its Debt Profile

40:17 Why U.S. and Canadian Bond Yields Differ

45:22 Canada Still Doesn’t Have a Budget

46:58 Saskatchewan Pushes Nuclear Power

50:04 Canada’s Changing Energy Policy

51:25 High Taxes & Canadian NHL Teams

53:45 Canada’s Talent Retention Problem

54:25 Property Tax Freeze for Seniors

56:00 Generational Inequality in Canada

56:22 Canada’s Immigration Debate Returns

01:01:18 Ottawa & Montreal Events

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

Today, we'll break down the renewed surge in global bond yields and what it could mean for interest rates, mortgages, housing, and the broader economy. Long-term yields are climbing across central banks globally, putting renewered pressure on borrowing costs just as households and businesses faces further challenges. We also discuss Canada's slowing population growth and rental market, mounting stress in US housing and multifamily real estate, weakness beneath the surface of the US consumer, and why companies like McDonald's are warning that sticky, elevated food inflation and flat customer traffic are the "new normal".

Join Us for The Loonie Hour Investor Series — Live in Ottawa with Ben Rabidoux on October 13th, and Live in Montreal on October 15th!

Get Your Tickets Here:

Ottawa - https://www.eventbrite.com/e/the-loonie-hour-investor-series-with-ben-rabidoux-october-13th-tickets-2000313438341

Montreal - https://www.eventbrite.com/e/montreal-the-loonie-hour-investor-series-october-15th-tickets-2000498679402

Start an investment portfolio that's built to perform with Neighbourhood Holdings!

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Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/

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Stay up to date with our information -

📫 My Real Estate Substack:

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📫 The Loonie Hour Substack:

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📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour

🎙️ Listen to the Podcast on Your Preferred Platform:

https://linktr.ee/looniehour

Timestamps:

00:00 Introduction

07:09 BC Election & Canadian Politics

18:18 Canada’s Population Growth Slows

24:44 Canada’s Rental Market & Long-Term Interest Rates

25:05 Global Bond Yields Surge

29:34 Bond Market & Mortgage Rates

35:09 Canadian Mortgage Rates Move Higher

36:23 US Housing Market Problems

37:17 US Multifamily Debt Crisis

40:20 Loonie Hour Investor Series

43:31 Bank of Canada Rate Hikes

49:11 Mortgage Renewals & Higher Rates

51:05 Energy Prices Are Getting Worse

53:59 US Diesel Export Ban

58:06 Stock Market Warning Signs

01:01:00 McDonald’s, Inflation & Consumer Weakness

01:03:14 US Consumer Confidence Plunges

01:06:03 The Big Mac Index & Inflation

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 #inflation

Central banks are turning increasingly hawkish as an escalating global energy crisis keeps inflation under pressure. We'll break down why policymakers are committing to higher interest rates even as the underlying inflation problem is increasingly driven by energy supply. They discuss the latest moves from the Fed and European central banks, rising global bond yields, surging oil and fuel costs, and what it could mean for Canadian mortgage rates. Meanwhile, Canada’s housing market remains frozen, with national home sales falling to their lowest year-to-date level since 2003.

Join Us For The Loonie Hour Investor Series - With Ben Rabidoux, Live In Ottawa on October 13th!

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https://www.eventbrite.com/e/the-loonie-hour-investor-series-with-ben-rabidoux-october-13th-tickets-2000313438341

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For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers

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Check Out True North Mortgage's 40-Year Amortization Plan:

Visit https://www.truenorthmortgage.ca/ today!

Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/

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Stay up to date with our information -

📫 My Real Estate Substack:

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📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour

🎙️ Listen to the Podcast on Your Preferred Platform:

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Timestamps:

00:00 Introduction

06:52 Canada Housing Hits a 23-Year Low

09:34 Housing Inventory & Cancelled Listings

11:11 Housing Starts Keep Falling

13:18 What Happened to the 500,000 Homes?

14:03 Should Canada Keep the Foreign Buyer Ban?

18:38 Canada’s Massive Investment Push

20:16 Canada Cuts Investment Taxes

22:55 Breaking Down the $500B Investment Commitment

24:53 Where Are the Foreign Investors?

27:13 Canada’s Biggest New Investment Projects

30:27 Did Trump Force Canada to Change Course?

34:24 Canada Embraces Energy Again

38:04 Why Investment Will Take Years to Materialize

42:26 Central Banks Turn Hawkish

46:22 Could the Bank of Canada Raise Rates?

48:02 Higher Rates Won’t Fix Energy Inflation

51:00 Global Bond Markets Under Pressure

56:12 The Global Energy Crisis Deepens

58:43 The World Is Running Out of Energy Capacity

01:01:07 Oil Tanker Costs Explode

01:02:19 Canadian Mortgage Rates Under Pressure

01:05:06 Mortgage Arrears Hit a Decade High

01:06:18 Canada & the European Union

01:09:49 Canada Already Has an EU Trade Deal

01:11:03 Europe’s Sovereign Debt Risks

01:12:28 Would Canadians Actually Move to Europe?

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 #centralbank

Ben Rabidoux joins the show to break down the latest housing data, rising mortgage rates, record mortgage renewals, the ongoing shifting in economic alliances, and why delinquencies could continue climbing through 2027 and beyond. We also discuss the escalating Canada–U.S. trade dispute, inflation risks, rising global bond yields, weakness across several provincial housing markets, and how Canada’s booming energy sector might be helping keep government finances and mortgage rates under control.

Join Us For The Loonie Hour Investor Series - With Ben Rabidoux, Live In Ottawa on October 13th!

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https://www.eventbrite.com/e/the-loonie-hour-investor-series-with-ben-rabidoux-october-13th-tickets-2000313438341

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Stay up to date with our information -

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📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour

🎙️ Listen to the Podcast on Your Preferred Platform:

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Timestamps:

00:00 Introduction

08:12 Is Canada’s Housing Market Bottoming?

11:27 Mortgage Rates Are Moving Higher

16:05 When Will Bonds Become Attractive Again?

18:19 Bank of Canada Rate Hikes Are Coming

20:04 Inflation Expectations Matter

23:35 Europe Is Raising Rates Again

25:22 The Next Wave of Inflation

30:02 Canada’s Regional Housing Markets

31:40 Canada’s Rental Market Will Stay Weak

32:54 Canada-U.S. Trade War Escalates

35:01 Mortgage Delinquencies Hit Record Highs

37:16 The Mortgage Renewal Wave Is Here

40:16 Canada’s Economy Faces More Pressure

41:44 The Risk To Canadian Banks

44:58 Canada’s Money Laundering Problem

49:40 How Iranian Capital Can Enter Canada

53:09 Good News For Canada

53:31 Foreign Investors Are Buying Canadian Bonds

54:28 Oil & Gas Is Helping Balance Canada’s Budget

56:08 Is Canada Becoming More Pro-Energy?

58:35 Canada’s Politically Charged Environment

01:02:38 Bank of Canada Rate Predictions

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

Global bond markets are flashing warning signs as long-term yields surge across Japan, the UK, France, and other major economies, raising new concerns about government debt, inflation, and financial stability. Meanwhile, Canada’s housing market remains under pressure, Vancouver records its slowest August sales since 2012, and rising energy prices could complicate the outlook for inflation and interest rates within the country.

Start an investment portfolio that's built to perform with Neighbourhood Holdings!

For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers

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Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/

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Stay up to date with our information -

📫 My Real Estate Substack:

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📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour

🎙️ Listen to the Podcast on Your Preferred Platform:

https://linktr.ee/looniehour

Timestamps:

00:00 Introduction

05:14 Vancouver Housing Sales Hit 2012 Lows

09:48 Builders Get Aggressive on Prices

14:56 Rent Controls & Canada’s Housing Supply

22:46 Why Rent Controls Don’t Work

27:50 Bank of Canada & Interest Rates

30:36 Central Banks Talk Tough on Inflation

38:01 Global Bond Yields Are Surging

41:39 Is a Sovereign Debt Crisis Coming?

43:15 The Ultimate Bond Market Bear Trap

45:38 Canada’s GDP Gets Revised Higher

47:55 Could the Bank of Canada Raise Rates?

51:15 The Overlooked Energy Trade

52:55 Russia-Ukraine Energy Infrastructure Attacks

56:32 Global Oil & Natural Gas Supply Tightens

59:38 The Bull Case for Commodities

01:01:50 Energy Prices Are Spiking

01:04:36 The Opportunity in Higher Oil 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 #bondmarket

We are joined by chief economist Peter Berezin at BCA Research to discuss the intensifying trade wars, the AI Boom, and the sovereign debt bubble.

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Stay up to date with our information -

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📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour

🎙️ Listen to the Podcast on Your Preferred Platform:

https://linktr.ee/looniehour

Timestamps:

00:00 Introduction

04:29 Canada-US Trade Deal Falls Apart

05:59 Carney Moves Closer to Europe

08:20 What Happens Without a Trade Deal?

11:13 Is This Really About Canada or China?

12:21 Peter Berezin Joins the Show

13:33 Economic Impact of the Canada-U.S. Trade War

15:20 Could Canada Actually Win?

17:09 Risk of Canada Losing Manufacturing

17:49 Could More Stimulus Be Coming?

19:36 Canada's Productivity Problem

22:22 How Canada Can Turn Things Around

24:05 How Transformational Will AI Really Be?

26:26 The Massive AI Spending Boom

27:37 AI's $10 Trillion Revenue Problem

30:26 Are Corporate Margins Sustainable?

33:40 AI Agents, Stablecoins & Crypto

35:06 Why Long-Term Bond Yields Keep Rising

37:50 The Growing Government Debt Problem

40:06 Fed Liquidity & Quantitative Easing

41:20 Stock Market Outlook

42:14 Peter's Portfolio

43:39 Inside Goldman Sachs During the 2008 Crisis

45:57 Current Investment Opportunities?

49:08 Final Thoughts on Peter Berezin

51:05 The Coming Food Inflation Problem

54:50 Are We Entering a Commodity Boom?

55:35 Could the Bank of Canada Cut Rates?

58:21 Final Thoughts

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 #tradewar