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The Loonie Hour

Wild & Unexpected Predictions for 2025

Jan 3, 2025
The hosts dive into wild market predictions, forecasting tumbling bond yields and a crash of the Euro amidst rising house prices in Canada. They humorously tackle the struggles of reading goals while exploring the intricate connections between the U.S. and Canadian housing markets. The discussion highlights a potential recession in the US and a crisis in the Canadian housing sector, all while weaving in personal anecdotes. Expect a lively analysis of economic risks, wealth disparities, and the unpredictability of the financial landscape ahead!
59:38

Podcast summary created with Snipd AI

Quick takeaways

  • Bond yields are expected to decline due to debt deflation in China, leading to lower mortgage rates and higher house prices in Canada.
  • The podcast emphasizes the advantages of investing in private credit through Neighborhood Holdings, which offers stable returns amid volatile public markets.

Deep dives

Neighborhood Holdings as a Private Credit Solution

Neighborhood Holdings offers a private credit fund that aims to provide steady monthly income for investors, targeting a net yield of 8-10%. With a nearly decade-long track record of consistent performance, it differentiates itself by focusing on quality borrowers who may not meet traditional lending criteria, particularly those in transitional circumstances. By collaborating with banks and brokers, they provide temporary financing secured by first mortgages, typically at a lower loan-to-value ratio of under 60%. This strategy minimizes risk while allowing investors to benefit from a more stable investment compared to public markets.

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