Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  18  19  20  21  22  23  24  25  26  27  28  29  30 
 Introduction 
 00:00 • 2min 
 The Fed's Raising Rates 
 01:32 • 3min 
 The Importance of Housing Policy in Canada 
 04:10 • 2min 
 The Importance of Bank Deposits Being Guaranteed 
 05:40 • 3min 
 The Importance of Price Discovery in the Future of the World 
 09:04 • 2min 
 The Importance of Having a Plan 
 10:48 • 2min 
 Andrew Haines on the National Housing Data 
 12:47 • 2min 
 The Role of Canada in the Oil and Gas Industry 
 14:53 • 2min 
 The Importance of ESG in Energy Policy 
 17:16 • 4min 
 The Impact of the Environmental Industry on Canada 
 21:22 • 2min 
 The Importance of Natural Gas in Energy 
 23:00 • 2min 
 The Benefits of Natural Gas Exports 
 24:52 • 2min 
 The False Business Case for Canada's Natural Gas Exports 
 26:25 • 3min 
 The Failure of the Canadian Energy Sector 
 29:03 • 4min 
 The Environmental Movement and the Keystone XL Pipeline 
 33:03 • 2min 
 The Role of Global Groups in the Energy Sector 
 35:00 • 5min 
 The Future of Oil Consumption 
 39:46 • 2min 
 The Importance of Energy in the World 
 41:31 • 2min 
 The Risk of Capital's Life for Canada 
 43:48 • 2min 
 The Impact of Energy Markets on Canadians 
 45:55 • 2min 
 The Importance of Learning From a Believer 
 47:54 • 3min 
 The Fed's Pause on Inflation 
 50:38 • 2min 
 The Fed's Decision to Hike Rates 
 52:51 • 3min 
 The Fed's Guarantee of Bank Deposits 
 55:22 • 3min 
 The US Banks Face 400 Billion Dollars of Debt Due This Year 
 57:54 • 2min 
 The Great Rate Reset and the Commercial Real Estate Sector 
 59:41 • 3min 
 The Fed and the Deposit Crisis 
 01:02:19 • 3min 
 The Evolution of the Debt Crisis in Canada 
 01:05:09 • 2min 
 The Ramifications of the Credit Suisse Banking Crisis 
 01:07:25 • 2min 
 The Fed's Balance Needs Jumped 
 01:09:43 • 3min 


