January 12, 2024
Inflation Jumps Higher than Forecasted – w/ guest Jared Dillian
Inflation remains sticky but the FED will still cut. Could this spark a second wave of inflation? Guest Jared Dillian, author of The Daily Dirtnap suggests that the stock market is on the cusp of a pull-back. Trading sentiment tops and bottoms. The striking similarities between US stocks and Canadian…
January 5, 2024
The Perils of the Green Energy Transition w/ guest Doomberg
We interview energy expert, and popular newsletter writer Doomberg on the green energy transition. Net zero cars, nuclear energy, solar and wind, this is a masterclass on all things energy. There are no solutions, only trade offs, and Doomberg provides the sobering reality Canadians face in the years ahead as…
December 29, 2023
Is Canada on the Verge of a Debt Crisis?
We discuss Pierre Polievre’s video that has gone viral regarding a potential debt crisis in Canada. Our total debt to GDP sits at 305% and is one of the highest in the G20. This has garnered response from Chrystia Freeland, the mainstream media, and various economists. What does the Loonie…
December 22, 2023
Canada Mandates Zero-Emission Vehicles During Cost of Living Crisis
All vehicles sold in Canada must be hybrid or electric by 2035. We interviewed transportation energy expert David Rapson to discuss the economic impacts and the viability of the mandates. Reckless population growth running at the highest levels in nearly 70 years. Canada CPI still sticky. Financial Markets flirting with…
December 15, 2023
Did Central Banks Just Pivot?
The Fed shocks the market with a dovish outlook, forcasting 3 rate cuts next year. Bond yields tumble. Is a soft landing a fantasy or reality? Canadian mortgage rates are falling along with home prices.
December 8, 2023
Waiting on the Bank of Canada to Cut Rates
The Bank of Canada held rates again. Markets are expecting 100bps of rate cuts in 2024. Bond yields continue to tumble. Will housing perk up? Keep an eye on US non-farm payrolls. COP 28 brings big promises and big problems for Canadian oil and gas. Who is the most dangerous…
December 1, 2023
Canadian Banks are Bracing For a Weaker Economy
Canadian banks reported earnings this week. Nearly all of them significantly increased their provisions for loan losses. the economy contracted in Q3. Markets are betting on the BoC to cut rates next year. US still holding up.
November 24, 2023
Without Nuclear Canada’s Energy Transition is Doomed…
We interview the President of the Canadians for Nuclear energy Dr. Chris Keefer to discuss nuclear energy and why the current government has suddenly taken a u-turn on nuclear energy policy. We then discuss the Federal budget update, housing funds and the AirBnb changes coming. CPI in Canada falls back…
November 17, 2023
How to Slow Canada’s Food Inflation Problem – With Guest The Food Professor
Dr. Sylvain Charlebois aka The Food Professor joins the podscast to discuss food inflation hitting Canadian wallets. His battle with the Bank of Canada, and the impacts of the carbon tax. Keith and Steve then discuss the recession playbook. US CPI, jobless claims and the bond trade. Are we at…
START INVESTING
Sign up for your IceCap ETF Managed Portfolio that we will uniquely develop to achieve your specific goals & objectives.
Enroll Today