The Loonie Hour cover image

Bank of Canada Calls For Very Soft Landing

The Loonie Hour

00:00

Warren Buffett's Comments on the Energy Transition

In Japan, like if the bank in Japan, if they allow the yield curve to either shift higher or let the long end go up, it could attract a lot of money connection. Warren Buffett admitted that he reads my sub stack because he was basically talking about the energy transition and how it's a total waste of money. We had an incredible sort of over egg system on the fiscal side,. whether you strip out the federal reserve balance sheet,whether you strip out excess reserves... I don't really have a clear view but we're having a contraction inmoney supply growth.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app