The Loonie Hour
The Changing World Order is Here- w/ guest Brent Johnson
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.
01:26:24
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The podcast discusses how President Trump's actions reshaped the global order, underscoring the implications for investors and geopolitical stability.
- Neighborhood Holdings offers a unique investment approach focusing on stable returns through private credit, distinguishing itself from high-risk mortgage funds.
Deep dives
Neighborhood Holdings Offers Steady Income Options
Neighborhood Holdings provides a reliable income solution for investors seeking regular returns to diversify their portfolios. With a target net yield of 8-10%, it offers consistent monthly income without the volatility seen in public markets. Their approach focuses on partnering with banks and brokers to provide quality borrowers with temporary financing, secured by first mortgages at a conservative loan-to-value ratio of under 60%. This strategy distinguishes Neighborhood from other mortgage funds, which may take on higher risks by lending to construction projects or higher-value properties.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
