Ben Rabidoux

Ben Rabidoux, a renowned real estate analyst at North Cove Advisors, sheds light on the Canadian housing market. He discusses the Bank of Canada's recent rate cuts and their implications amid a struggling labor market. Rabidoux highlights the decline in rents and the unprecedented construction supply. He also addresses the challenges posed by immigration surges and the need for an overhaul in the immigration system, linking these factors to broader economic dynamics in Canada.

Ben Rabidoux, founder of North Cove Advisors, dives into the intricacies of the Canadian housing market and economic landscape. He sheds light on immigration's influence on population growth and the challenges posed by government policies. The conversation shifts to the rising consumer debt and mortgage delinquencies affecting real estate. Rabidoux also discusses political changes, predicting a possible economic upswing under new leadership and critiques Canada's mortgage insurance system, questioning its long-term sustainability.

Ben Rabidoux from North Cove Advisors discusses US and Canadian housing markets, opportunities, and potential Big Short in Canada. They explore population growth challenges, risks in the real estate market, and impact of European elections. The podcast also covers market trends, technical analysis, bullish sentiment in copper, tactical bull trade in bonds, and market insights with a casual beer chat.