March 25, 2022
Surging Mortgage Rates Could Break Canadian Real Estate
Mortgage rates are ripping, what happens when they hit 4% here in Canada? Meanwhile, Trudeau and Jagmeet partner up to create a deficit spending machine. We discuss the implications and the outlook for the Canadian economy. Listen to The Loonie Hour on your favorite podcast platform: The Loonie Hour…
March 18, 2022
Waiting for the Detonation, Central Banks Turn Hawkish
The Fed has officially begun raising interest rates with what is expected to be many more by year end. How will this play out? Meanwhile an update on the Canadian housing market and the job millennials should be considering Listen to The Loonie Hour on your favorite podcast platform: The…
March 11, 2022
Are We Setting up for a New Monetary System?
Commodity inflation will put central bankers in an uncomfortable spot in the coming months. We are seeing currencies being debased at a rapid pace, setting the stages for Bretton Woods 3. What does this look like? The gents discuss in this weeks episode. Listen to The Loonie Hour on…
March 4, 2022
Liftoff! Bank of Canada Begins Rate Hiking Cycle
For the first time since 2018 the Bank of Canada has begun raising interest rates. In this weeks show we analyze the move and make predictions on the path of rate increases moving forward. We also chat about the war in Ukraine and how it is adding to inflationary pressures…
February 25, 2022
The Invasion Has Begun, Macro Chess, and the Central Bankers Dilemma
Russia has officially invaded Ukraine. What does this mean for markets and for Canada? Is this the air cover central banks were looking for? The gents also weigh in on the Trudeau pivot, removing the emergency act.
February 18, 2022
Recession Signals, Oil Bulls, & Ukraine
The yield curve is flattening which is pointing towards possible recession signals ahead. Meanwhile, Rich lays out the bullish thesis for oil and the possible impacts on the Calgary housing market.
February 11, 2022
The Global Sovereign Debt Bubble
US inflation ripped to a 40 year high and central bankers are going to react by hiking interest rates on top of a global sovereign debt bubble. There won’t be a Paul Volcker moment this time around though. We also chat stocks and crypto.
February 4, 2022
Truckers in Ottawa, Wealth Gaps, and The Fourth Turning
The trucker convoy has landed in Ottawa. What are the implications from a societal, political, and financial perspective? Meanwhile, Canada’s banking regulator says home prices could drop 10 to 20% in certain markets.
January 28, 2022
The Bank of Canada Shocks The World, but not the Loonie Hour
The Bank of Canada shocked many in the financial world when they kept rates on hold this week. People were seriously pissed off. However, the gents at the Loonie Hour saw this coming. In this week’s episode, we discuss the implications of this policy decision and what we expect…