Featuring Keith Dicker, Steve Saretsky, and Richard Dias
The Loonie Hour
The Loonie Hour is a Canadian based global macro and geopolitical podcast covering newsworthy events across the globe and how they will impact Canadians.
July 18, 2025
Inflation Derails Further Rate Cuts from the Bank of Canada
Inflation trending higher. Bank of Canada on the sidelines. Bitcoin and Gold surge higher amidst fiat debasement. Sovereign debt markets in distress. House prices leak lower in June.
Listen NowJuly 11, 2025
Immigration Curbs Pushing Rents Lower Across the Country
Canada’s housing agency flags falling rents, scales back construction financing. Ontario sheds 10,000 college jobs as immigration curbs bite. Carney seeks $25B in cuts, and fewer government jobs. Markets are pricing in more growth and inflation, bond yields tick higher.
July 4, 2025
The Fiscal Bazooka is Coming
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.
June 27, 2025
Canada’s Energy Crossroads: A Deep Dive with Heather Exner-Pirot
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 doen with energy expert Heather Exner-Pirot to discuss the inflection point for the future of Canada’s Natural Resources.
June 20, 2025
Canada’s Population Growth Falls to Zero
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…
June 13, 2025
The Canadian Housing Bust-w/Ben Rabidoux – Loonie Hour Road Trip
Is Canada’s red-hot real-estate machine finally seizing up? In this road trip edition of the 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,…
June 6, 2025
Bank of Canada Puts Rates Cuts on Hold
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.
May 30, 2025
We Have a Crisis in the Toronto Condo Market
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.
May 27, 2025
Governments Have Lost Control of the Bond Market
Core inflation jumps in Canada, potentially delaying rate cuts. Bond vigilantes take control of the bonbd market. Canada Pension PLan pulls the plug on Net Zero. Australia aims to tax unrealized capaital gains.
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