The Loonie Hour

The Changing World Order is Here- w/ guest Brent Johnson

23 snips
Mar 21, 2025
Brent Johnson, founder of Santiago Capital and co-host of Macro Alchemist, dives into the shifting global macroeconomic landscape. He discusses how Trump's policies have affected world order and the unique dynamics of Canada-U.S. relations during his era. As inflation rises and Canadian consumer confidence plummets, Brent analyzes the tightening of credit by banks and its implications. He highlights the importance of rational investment strategies in today’s uncertain environment, providing insights into the future of financial markets.
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INSIGHT

Trump's Strategy

  • Trump's open strategy is upsetting people as much as a hidden agenda would.
  • He likely wants a good relationship with Canada, but also wants them to contain China.
ANECDOTE

Western Canada vs. Eastern Canada

  • Brent Johnson attended a dinner in Vancouver in 2020 with prominent Canadian businessmen.
  • They expressed a strong sentiment of Western Canada not feeling represented by the East.
INSIGHT

Political Impact of Trump's Comments

  • The Liberal Party's popularity rebounded after Trump's comments, shifting the focus from their economic record.
  • This presents a challenge for Poilievre, who risks criticism regardless of his stance on Trump.
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