The Loonie Hour

Core inflation in Canada hotter than expected, immigration pressures shelter inflation, Feds contemplate limiting foreign students, bond yields push higher, nuclear energy coming to Alberta, World Economic Forum kicks off

Inflation remains sticky but the Fed will still cut. Could this spark a second wave of inflation? Guest Jared Dillian, author of The Daily Dirtnap suggests the stock market is on the cusp of a pull-back. Trading sentiment tops and bottoms. The striking similarities between US stocks and Canadian housing. Property taxes surge in Canadian cities. Pre-order Jared’s new book, No Worries: https://www.amazon.ca/No-Worries-live-stress-financial-ebook/dp/B0BZZFQPBG?nodl=1&dplnkId=e3b1f304-3833-462e-a863-858ba884a23f Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/etf-centre/?ecid=dw-LHPODNovGAM1-ADBMO26See omnystudio.com/listener for privacy information.

Energy expert and popular newsletter writer, Doomberg, discusses the challenges of the green energy transition. They highlight the trade offs and the sobering reality Canadians face in the years ahead. Topics include net zero cars, nuclear energy, solar and wind, and the importance of considering nuclear power in reducing emissions.

We discuss Pierre Poilievres video that has gone viral regarding a potential debt crisis in Canada. Our total debt to GDP sits at 305% and is one of the highest in the G20. This has garnered responses from Chrystia Freeland, the mainstream media, and various economists. What does the Loonie Hour think? Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/etf-centre/?ecid=dw-LHPODNovGAM1-ADBMO26 Try Out Canva for Teams! Get an extended 45-day trial here:https://canva.me/looniehourSee omnystudio.com/listener for privacy information.

All vehicles sold in Canada must be hybrid or electric by 2035. We interviewed transportation energy expert David Rapson to discuss the economic impacts and the viability of the mandates. Reckless population growth running at highest levels in nearly 70 years. Canada CPI still sticky. Financial markets flirting with no landing or a soft landing.  Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/etf-centre/?ecid=dw-LHPODNovGAM1-ADBMO26 Try Out Canva for Teams! Get an extended 45-day trial here:https://canva.me/looniehourSee omnystudio.com/listener for privacy information.

The Fed shocks the market with a dovish outlook, forecasts 3 rate cuts next year. Bond yields tumble. Is a soft landing a fantasy or reality? Canadian mortgage rates are falling along with home prices. See omnystudio.com/listener for privacy information.

The Bank of Canada held rates again. Markets are expecting 100bps of rate cuts in 2024. Bond yields continue to tumble. Will housing perk up? Keep an eye on US non-farm payrolls. COP 28 brings big promises and big problems for Canadian oil and gas. Who is the most dangerous man in Canada? Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/etf-centre/?ecid=dw-LHPODNovGAM1-ADBMO26 Check out Addy! The largest institutional-grade commercial real estate investing platform in Canada! https://addyinvest.ca/Use our promo code "LOONIEHOUR" Try Out Canva for Teams! Get an extended 45-day trial here:https://canva.me/looniehourSee omnystudio.com/listener for privacy information.

Canadian banks reported earnings this week. Nearly all of them significantly increased their provision for loan losses. The economy contracted in Q3.  Markets are betting on the BoC to cut rates next year. US still holding up. Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/etf-centre/?ecid=dw-LHPODNovGAM1-ADBMO26 Check out Addy! The largest institutional-grade commercial real estate investing platform in Canada! https://addyinvest.ca/Use our promo code "LOONIEHOUR" Try Out Canva for Teams! Get an extended 45-day trial here:https://canva.me/looniehourSee omnystudio.com/listener for privacy information.

We interview the president of Canadians for Nuclear energy Dr. Chris Keefer to discuss nuclear energy and why the current government has suddenly taken  a u-turn on nuclear energy policy. We then discuss the Federal budget update, housing funds and the AirBnb changes coming. CPI in Canada falls back to within the BoC's target, and comments from Tiff Macklem.  Check out Canadians for Nuclear Energy: https://www.canfornuclearenergy.org/ Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/etf-centre/?ecid=dw-LHPODNovGAM1-ADBMO26 The Loonie Hour is live in Toronto on November 30th! Join us for drinks, appetizers, a live podcast, and Q&A session! Tickets for the live event in Toronto: https://www.eventbrite.com/e/the-loonie-hour-live-in-toronto-tickets-742892650917?aff=oddtdtcreator Please answer the Loonie Hour Survey and let us know more about you guys! This will help us create better content that'll resonate with you!https://www.surveymonkey.com/r/TheLoonieHourSee omnystudio.com/listener for privacy information.

Dr. Sylvain Charlebois aka The Food Professor joins the podcast to discuss food inflation hitting Canadian wallets. His Battle with the Bank of Canada, and the impacts of the carbon tax. Keith and Steve then discuss the recession playbook. US CPI, jobless claims and the bond trade. Are we at a turning point? Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/etf-centre/?ecid=dw-LHPODNovGAM1-ADBMO26 The Loonie Hour is live in Toronto on November 30th! Join us for drinks, appetizers, a live podcast, and Q&A session! Tickets for the live event in Toronto: https://www.eventbrite.com/e/the-loonie-hour-live-in-toronto-tickets-742892650917?aff=oddtdtcreator Please answer the Loonie Hour Survey and let us know more about you guys! This will help us create better content that'll resonate with you!https://www.surveymonkey.com/r/TheLoonieHourSee omnystudio.com/listener for privacy information.