November 14, 2025
Can Canada’s Auto Sector Survive?
We are joined by guest Brian Kingston, President and CEO of the Canadian Vehicle Manufacturer’s Association. Tarrifs, China EVs, and Canada’s role in the EV race. What is the future of the Canadian Auto Sector?…
November 7, 2025
Canada’s $78B Fiscal Bazooka -w/ guest Sean Speer
Housing Slump continues. Tensions flare over First Nations land claims. Carney’s $78B fiscal bazooka drops. Can the budget fix what ails Canada? Emissions caps and pipelines. With guest and former economic policy advisor Sean Speer.
October 31, 2025
Bank of Canada Warns of Structural Decline
Bank of Canada and the Fed cut rates by 25bps. BoC warns of lower living standards. Richmond First Nations dispute causing financing issues. Bill Fates pivots on climate change.
October 24, 2025
Inflation Rebounds Ahead of Bank of Canada Decision
Inflation ticked higher than expected in September. Market odds favour another rate cut. First Nation land ruling. layoff announcements accelerate. Global Carbon Tax.
October 17, 2025
The Death Knell for the Canadian Auto Sector
Stellantis moves Jeep production to the US. Asking rents continue to fall across Canada. The wealth gap widens. Powell suggests an end to quantitative tightening. Cities roll-back multiplex zoning. https://open.spotify.com/episode/4QDsCi5PvKNyihm3nWOZFm?si=0581c3e0d8634dde…
October 10, 2025
The Great Debasement Trade Continues
Gold surges to new highs. Toronto him prices plunge 25%. New Zealand panic cuts. Germany proposes to boost the retirement age. French government turbulence could spillover. Young Canadians are increasingly less satisfied.
October 3, 2025
Canada’s Fiscal Bazooka Will Triple Budget Deficits
Development has sloqwwed to zero in Toronto. Canada’s cumulative deficits will exceed $360B over the next four years. BC Premier David Eby vows to block any new Alberta Pipeline through BC. Power Demand set to quadruple due to AI. The UK introduces digital ID.
September 26, 2025
The Bull Market Isn’t Over Yet – w/guest Michael Nicoletos
Global liquidity continues to ramp higher. Why the demand for US assets continues to grow. The growing role of stablecoins and crypto that could help fix the US debt crisis. The bull market isn’t over yet, with guest and macro investor Michael Nicoletos.
September 12, 2025
The Race to Zero Resumes, Markets Bet on More Cuts
Rate cuts coming next week in Canada and the US. Labour markets weakening. Backlash grows against temporary foreign workers. US inflation softens. No oil pipelines make the list for national projects of importance.
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