Is Canada on the Verge of a Commodities Boom? - w/ guest Heather Exner-Pirot
05 Dec 2025
Contributed by Lukas
What does the Alberta MOU really mean? Tanker bans. Nutrien potash terminal derails BC’s Eby. Albe...
Carney & Alberta Reach a Deal for an Oil Pipeline
28 Nov 2025
Contributed by Lukas
Carney and Smith sign a memorandum of understanding on a pipeline. Saskatchewan signs potash agreeme...
The Housing Bust Isn't Over Yet
21 Nov 2025
Contributed by Lukas
Home prices are still moving lower despite home sales improving. Canada inflation data steady. Risk ...
Can Canada's Auto Sector Survive?
14 Nov 2025
Contributed by Lukas
We are joined by guest Brian Kingston, President and CEO of the Canadian Vehicle Manufacturers’ As...
Canada's $78B Fiscal Bazooka - w/ guest Sean Speer
07 Nov 2025
Contributed by Lukas
Housing slump continues. Tensions flare over First Nations land claims. Carney's $78B fiscal baz...
Bank of Canada Warns of Structural Decline
31 Oct 2025
Contributed by Lukas
Bank of Canada and the Fed cut rates by 25bps. BoC warns of lower living standards. Richmond First N...
Inflation Rebounds Ahead of Bank of Canada Decision
25 Oct 2025
Contributed by Lukas
Inflation ticked higher than expected in September. Market odds favor another rate cut. First Nation...
The Death Knell for the Canadian Auto Sector
17 Oct 2025
Contributed by Lukas
Stellantis moves Jeep production to the US. Asking Rents continue to fall across Canada. The wealth ...
The Great Debasement Trade Continues
10 Oct 2025
Contributed by Lukas
Gold surges to new highs. Toronto home prices plunge 25%. New Zealand panic cuts. Germany proposes t...
Canada's Fiscal Bazooka Will Triple Budget Deficits
03 Oct 2025
Contributed by Lukas
Development has slowed to zero in Toronto. Canada's cumulative deficits will exceed $360B over t...
The Bull Market Isn't Over Yet- w/guest Michael Nicoletos
26 Sep 2025
Contributed by Lukas
Global liquidity continues to ramp higher. Why the demand for US assets continues to grow. The growi...
Bank of Canada Slashes Rates Ahead of Massive Federal Budget
19 Sep 2025
Contributed by Lukas
The BoC and the Fed both cut rates this week, signalling more easing ahead. Housing troubles persist...
The Race to Zero Resumes, Markets Bet on More Rate Cuts
12 Sep 2025
Contributed by Lukas
Rate cuts coming next week in Canada and the US. Labour markets weakening. Backlash grows against te...
Gold Surges on Looming Rate Cuts
05 Sep 2025
Contributed by Lukas
Canada GDP contracts in Q2. Population growth slows to zero in BC & Ontario. Foreign workers fac...
Elbows Down, IMF Bailouts Coming to a Country Near You?
29 Aug 2025
Contributed by Lukas
Canada removes counter-tariffs on the US. The Bank of Canada says they will start looking at house p...
Canada's Housing Markets are Flooded with Rental Supply
22 Aug 2025
Contributed by Lukas
The Condo crash goes mainstream. Rental supply is flooding major metros across Canada. CPI inflation...
The UK Debt Spiral—A Cautionary Tale for Canada w/guest Liam Halligan
15 Aug 2025
Contributed by Lukas
The UK fiscal crisis is worsening, sending bond yields higher. Governments refuse to reduce spending...
Is the US Economy Finally Rolling Over?
08 Aug 2025
Contributed by Lukas
Trump fires the head of the BLS after job revisions. Weak data out of the US prompts further calls f...
Governments Pleading With Central Banks to Cut Rates
01 Aug 2025
Contributed by Lukas
Bank of Canada Holds rates again. Powell refuses to cut rates despite political pressures. US GDP co...
Another Wave of Inflation? w/ guest Pierre Poilievre
25 Jul 2025
Contributed by Lukas
Big fiscal deficits, trade wars, immigration, and monetary debasement with guest Pierre Poilievre. W...
Inflation Derails Further Rate Cuts from the Bank of Canada
18 Jul 2025
Contributed by Lukas
Inflation trending higher. Bank of Canada on the sidelines. Bitcoin and Gold surge higher amidst fia...
Immigration Curbs Pushing Rents Lower Across the Country
11 Jul 2025
Contributed by Lukas
Canada's housing agency flags falling rents, scales back construction financing. Ontario sheds 1...
The Fiscal Bazooka is Coming
04 Jul 2025
Contributed by Lukas
The big beautiful bill passes, ensuring the next wave of fiscal stimulus. Financial markets are bett...
Canada’s Energy Crossroads: A Deep Dive with Heather Exner-Pirot
27 Jun 2025
Contributed by Lukas
Can Ottawa unleash Canada's energy sector? NATO and the race for rare earth metals. Bill C-5 and...
Canada's Population Growth Falls to Zero
20 Jun 2025
Contributed by Lukas
Canada just reported the third lowest quarter for population growth since the 1950s. Rents falling a...
The Canadian Housing Bust- w/ Ben Rabidoux | Loonie Hour Road Trip Episode 192
13 Jun 2025
Contributed by Lukas
Is Canada’s red-hot real-estate machine finally seizing up? In this road-trip edition of The Looni...
Bank of Canada Puts Rate Cuts on Hold
06 Jun 2025
Contributed by Lukas
The Bank of Canada holds rates again, markets price out further cuts. Home sales tank in Vancouver, ...
We Have a Crisis in the Toronto Condo Market
30 May 2025
Contributed by Lukas
Pre-sale condos slump to levels last seen in the 1990's. Job losses pick up momentum. Bank earnings ...
Governments Have Lost Control of the Bond Market
23 May 2025
Contributed by Lukas
Core inflation jumps in Canada, potentially delaying rate cuts. Bond vigilantes take control of the ...
Job Layoffs Mounting in the Real Estate Sector
16 May 2025
Contributed by Lukas
Carney's cabinet ministers spark controversy. Honda delays its $15B EV project in Canada, humil...
Canadian Banks Forecast Steep Declines in the Condo Market
09 May 2025
Contributed by Lukas
Price declines continue in Canada's condo market. Central Banks will have to do QE once again. C...
Liberal Victory Sparks Alberta Separation Anxiety
02 May 2025
Contributed by Lukas
Mark Carney elected as PM fuels speculation of Alberta separation. Trade agreement with Trump might ...
Canadians Head to the Polls in Record Numbers- w/guest Mainstreet Research
25 Apr 2025
Contributed by Lukas
Record 7 million Canadians voted during advance polls. What are the key battleground areas? Can the...
Building Canada Into an Energy Superpower- w/ guest Doomberg
18 Apr 2025
Contributed by Lukas
Canada inflation cools in March. Bank of Canada holds rates, signaling more uncertainty ahead. Will ...
Financial Markets in Turmoil Ahead of Canadian Elections
11 Apr 2025
Contributed by Lukas
Stocks and Bonds down. Trump panics and pauses tariffs for 90 days. Is a China currency devaluation ...
The Tariff War is Escalating Towards a New Monetary System
04 Apr 2025
Contributed by Lukas
The tariff war goes global, what are the implications for various countries and the financial system...
Canadian Business Confidence Plunges to Decade Lows
28 Mar 2025
Contributed by Lukas
Small businesses in Canada have never been more downbeat. Tariffs hit the auto sector hard. Is a r...
The Changing World Order is Here- w/ guest Brent Johnson
21 Mar 2025
Contributed by Lukas
How President Trump upended the world order and his strategy behind it. PM Carney to call an electio...
Bank of Canada Abandons Inflation Mandate
14 Mar 2025
Contributed by Lukas
Bank of Canada cuts rates again citing new crisis, and expects higher prices. Mark Carney is anoint...
Tariff Volatility Roils Markets
07 Mar 2025
Contributed by Lukas
Tariff volatility continues, freezing business investment. Housing slump deepens in Vancouver & ...
Canadian Banks Brace for Mortgage Renewal Wall
28 Feb 2025
Contributed by Lukas
Canadian bank earnings reported modestly higher loan loss provisions, despite a wave of renewals com...
Bank of Canada Will Have to Choose Between Inflation or Housing
21 Feb 2025
Contributed by Lukas
Canadian CPI moved higher, setting up a squeeze higher this summer. High Speed Rail to Quebec? Unive...
Canadian Jobs Market is Weaker Than You Think
14 Feb 2025
Contributed by Lukas
Immigration outflows are not being fully counted by stats Canada, making the labour market appear st...
Canada's Fentanyl Crisis & Corruption- w/guest Sam Cooper
07 Feb 2025
Contributed by Lukas
Canada's top investigative reporter and fentanyl expert Sam Cooper joins the show. How bad...
Tariff Wars in Canada- w/ guest Danielle Smith
31 Jan 2025
Contributed by Lukas
We are joined by Alberta Premier Danielle Smith to discuss trade negotiations, the currency, and our...
Political Turmoil as Public Sentiment Swings to the Right
24 Jan 2025
Contributed by Lukas
Canada's CPI inflation slowed in December. Will inflation perk up again this year? The bond market s...
Are Tariffs Looming on Canadian Oil?
17 Jan 2025
Contributed by Lukas
Alberta refuses to sign on with Trudeau's proposed retaliatory tariffs. Toronto new condo sales hit ...
Trudeau Resigns, Leaving Parliament Frozen for Months- w/guest Kate Harrison
10 Jan 2025
Contributed by Lukas
Unpacking the Trudeau prorogation. When will the next federal election be? Budget deficit is likely ...
Wild & Unexpected Predictions for 2025
03 Jan 2025
Contributed by Lukas
Bond yields will tumble amidst debt deflation in China, propelling lower mortgage rates in Canada an...
Sovereign Debt Markets Facing Turmoil in 2025?
27 Dec 2024
Contributed by Lukas
Bond yields rising as central banks cut rates. Canadian housing faces rising defaults in new constru...
Chaos in Ottawa! Budget Deficit Explodes to $62B
20 Dec 2024
Contributed by Lukas
Finance minister Freeland resigns, Trudeau government hangs in the balance. Budget deficit explodes ...
Bank of Canada will Keep Cutting Rates into Falling Loonie- w/ guest Ben Rabidoux
13 Dec 2024
Contributed by Lukas
Bank of Canada slashes rates by another 50bps. The Labour market is getting worse. The Fed might be ...
Toronto Condo Completions are Heading to Zero by 2030
06 Dec 2024
Contributed by Lukas
Housing sales plunging means no new housing by 2030. Former BoC governor Poloz says we are in a rece...
Canadian Energy Sector Faces Trump Tariffs - w/ guest Heather Exner-Pirot
29 Nov 2024
Contributed by Lukas
Vibecession in Canada. Jobs not keeping pace with immigration. Emissions cap and Trump tariffs, what...
Real Estate Developers are Failing at an Alarming Rate
22 Nov 2024
Contributed by Lukas
Developer Insolvencies Surge to 10 year high. Private Credit funds shut the gates. Inflation ticks h...
Canadian Pensions Facing Financial Repression
15 Nov 2024
Contributed by Lukas
The Canadian dollar continues to weaken. Canada Pension plans gets political, potentially locking ca...
How Canada's Immigration System Imploded- w/ guest Mikal skuterud
08 Nov 2024
Contributed by Lukas
Canada's immigration demise was years in the making. Trump gets back to the White House, what are th...
The Canadian Dollar Falls to a Four Year Low
01 Nov 2024
Contributed by Lukas
The Canadian dollar has tumbled to its lowest levels in 4 years. Canada GDP slows, sets the stage fo...
Bank of Canada Delivers Jumbo Rate Cut- w/ guest Tian Yang
25 Oct 2024
Contributed by Lukas
The Bank of Canada delivered a 50bps rate cut and signalled more to come. The Bond market hasn't bud...
Financial Markets Anticipate the Next Round of Easy Money
18 Oct 2024
Contributed by Lukas
Canada CPI falls well below expectations, sets up a jumbo rate cut next week. European Central bank ...
Bond Yields, Oil Prices, and Inflation Moving Higher as Central Banks Cut Rates
11 Oct 2024
Contributed by Lukas
The Federal government proposes an empty land tax. Former BoC deputy governor says 50bps cut is com...
The Race to Zero, Liquidity Measures Turning Higher
04 Oct 2024
Contributed by Lukas
Central banks are aggressively easing and liquidity measures are turning up. Geopolitical conflict i...
Central Banks are Panicking to Inject Liquidity
27 Sep 2024
Contributed by Lukas
OSFI removes mortgage stress test on renewals. The BC Government will help you buy a home. Has Canad...
Feds Prop Up Housing Bubble with Jumbo Mortgages- w/ guest Ron Butler
20 Sep 2024
Contributed by Lukas
The federal government shocks the market by pushing CMHC insured mortgages up to $1.5M. The Bank of ...
The Canadian Labour Market Continues to Deteriorate
13 Sep 2024
Contributed by Lukas
The unemployment rate moves higher. Rental and housing market continues to soften. The ECB cuts rate...
Bank of Canada Cuts, Rents Fall, and the NDP pulls the plug on Trudeau Bank of Canada Cuts, Rents Fall, and the NDP pulls the plug on Trudeau
06 Sep 2024
Contributed by Lukas
The BoC cuts rates again, cautions home prices could rise. NDP kills the coalition with the liberal ...
The Federal Government Pulls a U-Turn on Immigration
30 Aug 2024
Contributed by Lukas
The Liberal government says they will change the temporary foreign worker program to slow immigratio...
Fixing the Housing & Immigration Crisis- w/ guest Dr. Mike Moffatt
23 Aug 2024
Contributed by Lukas
Canada CPI inflation comes in lower, cementing another rate cut from the Bank of Canada. Economist a...
Canada’s Foreign Worker Program a Breeding Ground for Modern Slavery?
16 Aug 2024
Contributed by Lukas
The UN accuses Canada's foreign worker program as modern slavery. The feds will convert these low sk...
Bank of Japan Rate Hike Sends Financial Markets into a Panic
09 Aug 2024
Contributed by Lukas
The Yen carry trade blows up after BoJ announces surprise rate hike. Markets call for immediate rate...
The Politics of Climate Change in Canada w/ guest David Knight Legg
02 Aug 2024
Contributed by Lukas
Was the devastation of Jasper National Park avoidable? Who's to blame? What ails the Canadian econom...
Bank of Canada Cuts Rates, Signals More to Come
26 Jul 2024
Contributed by Lukas
The BoC cut rates, highlighting excess supply and concerns over a weakening labour market. The Canad...
Markets Calling for More Rate Cuts from the Bank of Canada
19 Jul 2024
Contributed by Lukas
Twinkie bets are live! Markets are calling for a rate cut next week and more to come. Lagging shelt...
An Exodus of Capital Threatens the Chinese Economy- W/ guest Michael Nicoletos
12 Jul 2024
Contributed by Lukas
Foreign direct investment has turned negative in China as capital leaves. The property market is wob...
The Housing Bubble Is Slowly Deflating
05 Jul 2024
Contributed by Lukas
Home sales in Vancouver & Toronto plummet. Policy makers are doubling down on bad policy. Storie...
Rent Inflation is Squeezing the Bank of Canada
28 Jun 2024
Contributed by Lukas
Rent inflation surged pushing the CPI basket higher. The Liberals lose an important by election in T...
Record Short Position on the Canadian Dollar
21 Jun 2024
Contributed by Lukas
Cities are taking housing accelerator funds and then raising development fees to crush supply. Canad...
Hawkish Powell Says Fed Will Only Cut Rates Once
14 Jun 2024
Contributed by Lukas
US CPI data came in softer than expected but that didn't sway the fed. Projections now call for one ...
The Rate Cutting Cycle Has Begun
07 Jun 2024
Contributed by Lukas
Bank of Canada slashes interest rates, suggests more to come. The ECB also cuts rates, is the Fed ne...
Canadian Households Need to Adjust to Higher Mortgage Rates - w/ guest Doug Porter
31 May 2024
Contributed by Lukas
We are joined by BMO's chief economist Doug Porter. The Bank of Canada will cut, probably in June. D...
Inflation Drops Ahead of Bank of Canada Meeting
24 May 2024
Contributed by Lukas
CPI drops back within the Bank of Canada's target range, will it be enough for a cut in June? Popula...
Markets Melt Higher as Economic Data Weakens
17 May 2024
Contributed by Lukas
US CPI cooled last month, along with retail sales. Canadian job numbers surprise to the upside givin...
The Central Bank Endgame- w/ guest Grant Williams
10 May 2024
Contributed by Lukas
Governments are broke, and central banks are trying to maintain the illusion of stability. The next ...
Currency Crisis in Japan?
03 May 2024
Contributed by Lukas
The Japanese Yen has fallen almost 50% against the US dollar since 2020. Attempts to intervene are f...
How China is Interfering in Canadian Elections, Exposing Corruption w/ guest Sam Cooper.
26 Apr 2024
Contributed by Lukas
How China is interfering in federal elections in Canada, spreading fentanyl, and exacerbating a hous...
Federal Budget Predicts Falling Interest Rates, No Recession?
19 Apr 2024
Contributed by Lukas
The federal government dropped their latest budget which predicts no recession and falling interest ...
US Inflation Derails the Bond Market
12 Apr 2024
Contributed by Lukas
This week's episode we are joined by Chace Barber of Edison Motors to discuss the government grant s...
Are financial markets getting complacent?
05 Apr 2024
Contributed by Lukas
Government spending pouring fuel on the fire at the Bank of Canada. Bond yields pushing higher as gr...
Immigration Cuts Could Push Canada into Hard Landing- w/ Ben Rabidoux
29 Mar 2024
Contributed by Lukas
Immigration Minister announces big cuts to population growth. How will this slow the economy and ren...
Central Banks are Going to Cut Rates into Accelerating Inflation
22 Mar 2024
Contributed by Lukas
Canadian house prices bounce higher. Inflation dips in Canada. Central banks around the world are pr...
Canadian Living Standards are Falling
15 Mar 2024
Contributed by Lukas
Premiers across the country are demanding Trudeau to pause the Carbon tax increase. US inflation jum...
Canadian Businesses are Failing at the Highest Rate Since 2006
08 Mar 2024
Contributed by Lukas
Business insolvencies are surging. Mortgage arrears are climbing, albeit coming off record lows. The...
No Rate Cuts from The Bank of Canada this Year?
01 Mar 2024
Contributed by Lukas
Tiff Macklem is on deck next week. Bitcoin hits record highs in Canadian dollars. Financial conditi...
Canadian Farmers are Bracing for Tough Times Ahead- w/ guest Shaun Haney
23 Feb 2024
Contributed by Lukas
Commodity prices are falling, interest rates are up, and government policy is hurting Canadian farme...
Higher for Longer? You can thank the US Economy
16 Feb 2024
Contributed by Lukas
CPI inflation came in hot once again in the US. Bond yield volatility surges. Markets removing rate...
Real Estate Crisis Brings Deflation to China
09 Feb 2024
Contributed by Lukas
US jobs numbers come in hotter than expected, boosting bond yields higher. Jerome Powell speaks on 6...
The Economic Shock Will Come from Outside the US
02 Feb 2024
Contributed by Lukas
Commercial Real Estate is dragging global banks lower. Powell pushes back rate cuts. The return of b...
Nobody is Positioned for a Second Wave of Inflation- w/ guest Tian Yang
26 Jan 2024
Contributed by Lukas
Bank of Canada holds rates, but signals transition. Federal Government caps immigration of foreign s...
Hopes of Rate Cuts from the Bank of Canada are Starting to Fade
19 Jan 2024
Contributed by Lukas
Core inflation in Canada came in hotter than expected. Immigration continues to pressure shelter inf...
Inflation Jumps Higher than Forecasted- w/ guest Jared Dillian
12 Jan 2024
Contributed by Lukas
Inflation remains sticky but the Fed will still cut. Could this spark a second wave of inflation? Gu...