Podcast Episodes

The Race to Zero Resumes, Markets Bet on More Rate Cuts

Season 205 Episode 205

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…

Published on 8 hours ago

Gold Surges on Looming Rate Cuts

Episode 204

Canada GDP contracts in Q2. Population growth slows to zero in BC & Ontario. Foreign workers face political backlash. Gold surges to new highs amidst looming rate cuts. Concerns mounting over the sov…

Published on 1 week ago

Elbows Down, IMF Bailouts Coming to a Country Near You?

Episode 203

Canada removes counter-tariffs on the US. The Bank of Canada says they will start looking at house price inflation. France and the UK warn of potential IMF bailouts as sovereign debt crisis looms. St…

Published on 2 weeks ago

Canada's Housing Markets are Flooded with Rental Supply

Episode 202

The Condo crash goes mainstream. Rental supply is flooding major metros across Canada. CPI inflation falls on lower gas prices and removal of carbon tax. Foreign investment fleeing the country. Vangu…

Published on 3 weeks ago

The UK Debt Spiral—A Cautionary Tale for Canada w/guest Liam Halligan

Episode 201

The UK fiscal crisis is worsening, sending bond yields higher. Governments refuse to reduce spending, and are increasing taxes further. Is this a cautionary tale for other sovereign debt markets like…

Published on 4 weeks ago

Is the US Economy Finally Rolling Over?

Episode 200

Trump fires the head of the BLS after job revisions. Weak data out of the US prompts further calls for rate cuts. Tariff revenue could match corporate income taxes. Toronto pre-sale market on the bri…

Published on 1 month ago

Governments Pleading With Central Banks to Cut Rates

Bank of Canada Holds rates again. Powell refuses to cut rates despite political pressures. US GDP comes in stronger than expected. Real Estate developers ask PM Carney to remove foreign buyer ban. Is…

Published on 1 month, 1 week ago

Another Wave of Inflation? w/ guest Pierre Poilievre

Episode 198

Big fiscal deficits, trade wars, immigration, and monetary debasement with guest Pierre Poilievre. We discuss the outlook for Canadian energy, taxes, and Tiff Macklem. 

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Published on 1 month, 2 weeks ago

Inflation Derails Further Rate Cuts from the Bank of Canada

Episode 197

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. 

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Published on 1 month, 3 weeks ago

Immigration Curbs Pushing Rents Lower Across the Country

Episode 196

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. Mar…

Published on 2 months ago