The Canadian Investor Subprime Lending Skyrockets as Cyclical Stocks Face Challenges
Sep 12, 2024
Discover the implications of the Bank of Canada’s recent rate cut on housing and consumer debt. Dive into Couche-Tard's ambitious acquisition of 7-Eleven and the surrounding market risks. Explore disappointing earnings from BRP, alongside the alarming rise of subprime lending. The segment on 'buy now, pay later' reveals increasing financial vulnerabilities among consumers. Finally, unravel the effects of rising living costs on spending habits and lending trends, all while navigating a complex economic landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Interest Rate Cuts in Canada
01:41 • 11min
Acquisition Challenges in Retail
13:09 • 12min
Financial Struggles and Market Resilience
25:25 • 9min
Understanding Cyclical Stocks and the Rise of Subprime Lending
34:32 • 4min
The Dynamics of Interest-Free Financing and Subprime Lending
38:36 • 14min
The Impact of Rising Costs on Consumer Behavior and Lending
53:00 • 2min