Braden Dennis

speaker

8,273 appearances 24 recordings 1 series first heard Apr 2026 last heard 4d ago

Braden Dennis’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 24 in all, peaking in May 2026 with 7.

Appearances

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The Canadian Investor · The BoC Is Concerned About Inflation & Bond Yields Hit New Multi-Year Highs · 5 Sep 2026 podcast

And the if if central banks are going to have to hike, that means that the bond market is assuming that. podcast-host

Consumers can actually absorb all of these the the cost push inflation that would come as a result of of these things. podcast-host

I don't I'm not convinced by that argument. podcast-host

Like I just don't I and I think you and I are. podcast-host

That's not what podcast-host

right. podcast-host

And I think and I think central bankers are saying this without saying it because they podcast-host

Are they not going to say that we, you know, like how this ends, right? podcast-host

But every you know, uh you and I were kind of talking about like how do we examine the timing on this of podcast-host

Yeah. podcast-host

You know, w at what point does it become too much for the consumer to bear? podcast-host

And at what point does it actually start becoming that we're talking about disinflation or deflation or recession because the cost cost push inflation has been added to the retail prices of goods and consumers have to start making real material changes to the way that they're spending to be able to to afford to to survive, right? podcast-host

Yeah. podcast-host

I think uh you know, the Home Depot one that like the example that you made, like same store sales being down, it stands out to me a lot because they podcast-host

Right. podcast-host

I I've I just thought that one was interesting because it feels like in the US, like you have all of these people who are trapped in their houses by low interest rates. podcast-host

And so, you know, anyone who sort of bought with it during COVID on a 30 year and and not n not dissimilar in Canada. podcast-host

It's just like the data is very is all US, right? podcast-host

Like all all the stuff that you would use. podcast-host

You're you know, you're talking about U in many cases US c companies, most of the their earnings is gonna be composed of the US. podcast-host

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