Podcast
The Loonie Hour.
Canada's leading macroeconomic and real estate podcast, exploring newsworthy events across global capital markets and how they can impact the lives of everyday Canadians. The latest episodes are below, click on the Spotify link below to listen.
Latest episodes
Catch up on the show.
The ten most recent episodes of The Loonie Hour, pulled straight from the feed.
September 4, 2026
Surging Bond Yields Will Delay Housing Recovery
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.
August 28, 2026
Trade Wars & Bubbles: What's Next?
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.
ListenAugust 21, 2026
The Sovereign Debt Crisis Accelerates
The U.S. Treasury is taking steps that could help suppress long-term interest rates as exploding government debt and interest costs put increasing pressure on the financial system. We break down what this shift means for bonds, the U.S. dollar, commodities, Canadian housing and global markets.
ListenAugust 14, 2026
We Are Early in the Secular Bull Market
We sit down with Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, where he believes that we are setting up for a Secular Bull Market coming up. We go through the global debt problem, and why AI could fuel a massive new investment cycle.
ListenAugust 7, 2026
The Japanese Currency Crisis
Why is the US stepping in to help Japan, and what does it mean for Canadians? China’s multi-decade tax crackdown, and $2.7 billion in new federal funding for rental units - plus the latest data on Canadian housing and rate expectations.
ListenJuly 31, 2026
Will the Bond Market Force Central Banks to Raise Rates?
The Federal Reserve is changing how it communicates with markets, and the ripple effects are being felt across bonds, currencies, housing, and equities. We break down Kevin Warsh’s shift away from forward guidance, why long-term Treasury yields continue to climb, and what it could mean for interest rates going forward.
ListenJuly 24, 2026
The World Will Never be The Same with Guest Pippa Malmgren
Geopolitical Expert Dr. Pippa Malmgren breaks down what is really driving global markets, energy policy, and the massive geopolitical shifts happening right now.
ListenJuly 17, 2026
Canada's Energy Boom is Upon Us
Today, we are joined for the fourth time by energy and policy expert Heather Exner-Pirot to discuss Canada's dramatic shift in energy policy and what it means for the country's future.
ListenJuly 10, 2026
The Fiscal Bazooka is Coming
We're joined by macro strategist Kevin Muir—famously known online as The Macro Tourist—to break down the massive fiscal deficits pushing markets forward. We dive into the staggering reality of Canada’s new government-funded pipeline project, which is costing a massive $35B+ but driving up to 140,000 jobs.
ListenJuly 3, 2026
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.
Listen
Prefer to read?
Our written Insights gather the latest analysis from the Loonie Hour Substack: the same thinking, in long form.
Read the latest Insights