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The Loonie Hour

The Tariff War is Escalating Towards a New Monetary System

Apr 4, 2025
The global tariff war escalates, prompting discussions on its impact on the financial system and market dynamics. With stock prices falling and bond yields rising, experts analyze shifting consumer confidence in the Canadian housing market amid rising interest rates. The effectiveness of government housing initiatives comes under scrutiny, alongside a humorous take on gas price drops linked to carbon tax debates. As trade relationships evolve, the potential for economic restructuring reminiscent of Bretton Woods is examined, highlighting the need for adaptive investment strategies.
01:24:28

Podcast summary created with Snipd AI

Quick takeaways

  • The global tariff war may lead to inflationary pressures in Canada, adversely affecting consumer confidence and the housing market.
  • Recent housing data reveals a significant decline in sales and heightened inventory levels in major cities like Toronto and Vancouver.

Deep dives

Neighborhood Holdings: A Reliable Income Solution

Neighborhood Holdings offers a private credit fund that seeks to address the growing need for stable income solutions for investors. The fund distinguishes itself by maintaining a target net yield of 8-10%, providing monthly income without the volatility typically seen in public markets. Over nearly a decade, the fund's consistent performance is highlighted by its strategic partnerships with banks and brokers, allowing them to lend to quality borrowers at a lower loan-to-value ratio. This approach not only minimizes risks compared to traditional mortgage funds but also provides a valuable alternative in uncertain market conditions.

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