The Perils of The Green Energy Transition- w/ guest Doomberg
05 Jan 2024
Contributed by Lukas
We interview energy expert, and popular newsletter writer Doomberg on the green energy transition. N...
Is Canada on the Verge of a Debt Crisis?
29 Dec 2023
Contributed by Lukas
We discuss Pierre Poilievres video that has gone viral regarding a potential debt crisis in Canada. ...
Canada Mandates Zero-Emission Vehicles During Cost of Living Crisis
22 Dec 2023
Contributed by Lukas
All vehicles sold in Canada must be hybrid or electric by 2035. We interviewed transportation energy...
Did Central Banks Just Pivot?
15 Dec 2023
Contributed by Lukas
The Fed shocks the market with a dovish outlook, forecasts 3 rate cuts next year. Bond yields tumble...
Waiting on the Bank of Canada to Cut Rates
08 Dec 2023
Contributed by Lukas
The Bank of Canada held rates again. Markets are expecting 100bps of rate cuts in 2024. Bond yields ...
Canadian Banks Bracing For a Weaker Economy
01 Dec 2023
Contributed by Lukas
Canadian banks reported earnings this week. Nearly all of them significantly increased their provisi...
Without Nuclear Canada's Energy Transition is Doomed, w/ guest Dr. Chris Keefer
24 Nov 2023
Contributed by Lukas
We interview the president of Canadians for Nuclear energy Dr. Chris Keefer to discuss nuclear energ...
How to Slow Canada's Food Inflation Problem - with guest The Food Professor
17 Nov 2023
Contributed by Lukas
Dr. Sylvain Charlebois aka The Food Professor joins the podcast to discuss food inflation hitting Ca...
Canada's Biggest Retailers Warn Consumers are Tapped Out
10 Nov 2023
Contributed by Lukas
Bank of Canada flags government spending in 2024. Canadian Tire and its chain of retailers warn abou...
Consumer Confidence in Canada Plummets to Lowest Levels since 1982
03 Nov 2023
Contributed by Lukas
Confidence plunges as recession hits Canada. Bond yields retrace as Central Banks signal end of hiki...
Bank of Canada Says Inflation Will Return to Target in 2025
27 Oct 2023
Contributed by Lukas
Bank of Canada holds rates, says global bond yields are doing the tightening. Inflation back to targ...
The Bond Bear Market Could Derail the Global Economy - w/ guest Mike Green
20 Oct 2023
Contributed by Lukas
Economic growth prospects continue to be revised higher, what are we all missing? Inflation slows in...
Canada Will Have the Largest Economic Growth in the G7 Next Year?
13 Oct 2023
Contributed by Lukas
We discuss the implications of the turmoil in the middle east from a markets perspective. The IMF pr...
The Canadian Housing Slump is Back On
06 Oct 2023
Contributed by Lukas
Recent data out of Vancouver & Toronto points to a marked slowdown in September that looks poise...
Canadian Economy Accelerating into Hard Landing
29 Sep 2023
Contributed by Lukas
Local governments raising taxes as interest payments rise and tax revenues fall. Bond market contagi...
Bond Market Crushing Soft Landing Hopes
22 Sep 2023
Contributed by Lukas
Canada CPI comes in hot. Bond yields ripping higher over inflation concerns. Oil continues to push h...
Interest Rates at these Levels Will Break Things- w/ guest Ben Rabidoux
15 Sep 2023
Contributed by Lukas
We are joined this week by Canadian credit and housing analyst Ben Rabidoux. Insolvencies are ratche...
Has the Recession Already Started in Canada?
08 Sep 2023
Contributed by Lukas
The Bank of Canada holds interest rates. Q2 GDP unexpectedly contracts, defying Bank of Canada forec...
Provincial Governments Urge Bank of Canada to Stop Rate Hikes
01 Sep 2023
Contributed by Lukas
Canadian banks report rising loan loss provisions. The Federal Government admits to undercounting no...
Are There Still Issues Brewing Inside the Banks?
25 Aug 2023
Contributed by Lukas
The Federal government is back from their housing retreat with no real changes other than a further ...
Inflation Bounces Higher as Global Bond Yields Hit 15 Year High
18 Aug 2023
Contributed by Lukas
Inflation in Canada jumped well above expectations in July, hitting 3.3%. Markets are now expecting ...
Prices are Contracting in the World's Second Largest Economy
11 Aug 2023
Contributed by Lukas
Consumer and producer prices in China are now outright contracting on an annual basis. US CPI inflat...
Are we in the Early Stages of a Sovereign Debt Crisis? - w/ guest Brent Johnson
04 Aug 2023
Contributed by Lukas
Markets are shorting the USD at a record pace and that could backfire very soon. Our special guest B...
Surging Interest Rates Set to Squeeze Canadian Households Further
29 Jul 2023
Contributed by Lukas
Interest rates are rising once again as economic growth remains resilient for now. The Fed and the E...
Canadian Oil, Economic Prosperity, and Navigating the Energy Transition
21 Jul 2023
Contributed by Lukas
We are joined this week by Professor David Rapson, an expert on energy markets and climate policy,...
The Hits Keep Coming, Bank of Canada Delivers Another Rate Hike
14 Jul 2023
Contributed by Lukas
The Bank of Canada raised interest rates another 25bps, bringing the overnight rate to its highest p...
Financial Watchdog Asks Canadian Banks to Ease Pain on Mortgage Holders
07 Jul 2023
Contributed by Lukas
The FCAC has asked Canadian banks to work with borrowers to extend amortizations and reduce prepayme...
Higher for Longer Interest Rates Will Create a lot of Winners and Losers
30 Jun 2023
Contributed by Lukas
Fixed mortgage rates still moving higher. Population growth hits 1.2M in Canada. The Fed and ECB pro...
Bond Yields Surge Higher as Central Banks Coordinate More Rate Hikes
23 Jun 2023
Contributed by Lukas
Central Banks Coordinate higher Rates. Bond yields suddenly ripping higher once again. The Bank of C...
The Great Canadian Credit Boom Comes to an End
16 Jun 2023
Contributed by Lukas
National house prices ticker higher in May. Mortgage credit growth tumbles to a 20 year low, signall...
The Bank of Canada Shocks The Bond Market- w/ guest Robert Asselin
09 Jun 2023
Contributed by Lukas
We are joined by Robert Asselin, former advisor to Justin Trudeau, and budget director to Bill Morn...
Canada's Population Boom Puts Pressure on the Bank of Canada
02 Jun 2023
Contributed by Lukas
Canada's GDP surprises to the upside, largely on the back of a massive population boom that is mask...
Rate Hikes Have Not Yet Hit Most Canadian Households
26 May 2023
Contributed by Lukas
Rate hikes have only hit one third of all mortgages outstanding. Scotiabank says their customers are...
Pressure Mounting for Bank of Canada to Raise Interest Rates Again
19 May 2023
Contributed by Lukas
Inflation surprised to the upside in April, forcing bond yields to surge higher and putting the Ban...
The Bank of Canada Moves Closer to a Central Bank Digital Currency
12 May 2023
Contributed by Lukas
The city of Toronto approves mass rezoning for residential development. There's an inventory shortag...
Fed Hikes Rates Despite Banking Crisis Spreading
05 May 2023
Contributed by Lukas
Home sales are bouncing back to life across Canada. Calgary Real Estate prices hit new record highs...
Canadian Wages are Dropping at an Alarming Pace
28 Apr 2023
Contributed by Lukas
The housing market continues to turn higher, yet wages are actually rolling over. Latest data shows ...
A Nation Failing To Reach it’s Potential- with guest Erin O’Toole
21 Apr 2023
Contributed by Lukas
Headline inflation falls to 4.2% in March. National house prices are back on the rise with housing s...
Bank of Canada Calls For Very Soft Landing
14 Apr 2023
Contributed by Lukas
The Bank of Canada kept interest rates on hold while raising GDP growth forecasts. Meanwhile, land l...
TD Bank Becomes The Worlds Most Shorted Bank
07 Apr 2023
Contributed by Lukas
Sweeping policy changes are coming on the housing supply front in Vancouver. Meanwhile, TD Bank has...
Big Deficit Spending Will Put Pressure on the Bank of Canada
31 Mar 2023
Contributed by Lukas
The Federal Government announced its budget and it was a doozy. More inflationary spending, includin...
Canada Has a Massive Opportunity in the Energy Sector
24 Mar 2023
Contributed by Lukas
Canada's oil and gas sector could flourish, enriching the lives of all Canadians while lowering glo...
Banking Crisis Puts Pressure on Central Banks
17 Mar 2023
Contributed by Lukas
Banking crisis spreading across the US and more issues at Credit Suisse. Is this an isolated event o...
A Weaker Canadian Dollar is on the Horizon
10 Mar 2023
Contributed by Lukas
The Bank of Canada keeps rate hikes on pause, threatening a weaker currency as other central banks ...
Stagflation Grips the Canadian Economy
03 Mar 2023
Contributed by Lukas
Canada's GDP was flat in Q4, falling well below the Bank of Canada's forecast. The housing market co...
A Social Crisis is Brewing in this Country
24 Feb 2023
Contributed by Lukas
Inflation in Canada surprised to the downside. However, shelter and food inflation, two things you c...
Central Banks Have Not Yet Won The Fight on Inflation
17 Feb 2023
Contributed by Lukas
National home prices in Canada continue to slide, falling 12% on a yearly basis, the deepest slide ...
The Default Cycle Has Just Begun
10 Feb 2023
Contributed by Lukas
A big Vancouver Real Estate Developer goes belly up on over $700M in debt. Is this the canary in the...
What's Lurking in the Canadian Mortgage Market? With Guest Ron Butler
03 Feb 2023
Contributed by Lukas
More rate hikes from the Fed, the ECB, and the Bank of England. Are markets overly optimistic about ...
The Bank of Canada Signals a Pause and Takes a Victory Lap
27 Jan 2023
Contributed by Lukas
The Bank of Canada has raised interest rates another 25bps but has signalled they will pause and hol...
Is this the Last Interest Rate Hike From The Bank of Canada?
20 Jan 2023
Contributed by Lukas
National house prices continued their slide in December and are now down 17% since peaking. Inflatio...
The Wealth Effect Created One Third Of Inflation
13 Jan 2023
Contributed by Lukas
CPI inflation in the US continues to decelerate, right in line with expectations. We discuss the mar...
More than Half of Borrowers Went With a Variable Mortgage at The Peak of The Market
06 Jan 2023
Contributed by Lukas
Toronto and Vancouver home sales fell nearly 50% in the month of December. The comps are going to lo...
Forecasting Another Year of Volatility in 2023
30 Dec 2022
Contributed by Lukas
Liquidity is scarce to end the year. Stocks are down, bond yields are rising once again. Delinquenci...
Canada Population Growth Hits 50 Year High As Recession Looms
23 Dec 2022
Contributed by Lukas
Canada added over 800,000 people to the population, the largest increase going back to the 1970s. Th...
A Decade of Zero Returns for Passive Investors?
16 Dec 2022
Contributed by Lukas
National home prices continue to slide lower, now down 16% since peaking in March. US headline infla...
Interest Rates Have Likely Peaked, What's Next For the Canadian Economy?
09 Dec 2022
Contributed by Lukas
The Bank of Canada raised rates another 50bps, however they are now signaling a pause is in order. W...
Is The Bank of Canada Ready To Hit Pause?
02 Dec 2022
Contributed by Lukas
Canadian GDP growth slows ahead of Bank of Canada rate hike next week. Is the Bank of Canada nearing...
Nearly 13% of all Mortgages in Canada Have Become Interest Only Loans
25 Nov 2022
Contributed by Lukas
Bank of Canada says half of fixed payment variable rate mortgages have reached their trigger rates a...
Some of the Smartest Investors Get Duped By Massive FTX Crypto Fraud
18 Nov 2022
Contributed by Lukas
National house prices slid lower in October, bringing the total price decline to 15% since peaking e...
One of Canada’s Largest private mortgage lenders Freezes Investor Redemptions
11 Nov 2022
Contributed by Lukas
Romspen, one of Canada’s prominent private mortgage lenders with $3.2-billion in assets under mana...
Interest Rates Need to Go Higher, Powell Crushes Stock Market
04 Nov 2022
Contributed by Lukas
The Fed raised rates another 75bps and says there is still work to be done. Keith makes the case for...
Did the Bank of Canada Just Wave the White Flag?
28 Oct 2022
Contributed by Lukas
The Bank of Canada hiked a dovish 50bps this week, contrary to market expectations for a larger move...
Inflation Coming Down Too Slowly For The Bank of Canada
21 Oct 2022
Contributed by Lukas
Canadian inflation continues to decelerate on a rate of change basis but it's coming down too slowly...
Canadian Government Faces Surging Interest Payments
14 Oct 2022
Contributed by Lukas
Another hot inflation print out of the US will keep the Fed from pivoting. Rates are moving higher a...
Bank of Canada Says Another Jump Rate Hike Coming in October
07 Oct 2022
Contributed by Lukas
Tiff Macklem says more rate hikes are coming and the job is not done yet. When was the last time a c...
Financial Markets Just Broke & The Economy Is Next
30 Sep 2022
Contributed by Lukas
Turmoil in the UK as surging interest rates nearly collapsed the entire pension system. The Bank of ...
The Fed Wants Stocks And House Prices To Keep Dropping
23 Sep 2022
Contributed by Lukas
National house prices in Canada have now endured their largest correction dating back to 2005. Meanw...
Canadian Households Lost Nearly $1T in Wealth Last Quarter
16 Sep 2022
Contributed by Lukas
Canadian household wealth fell by nearly one trillion last quarter with house prices dropping. More ...
Bank of Canada Delivers Another Massive Rate Hike Into Debt Bubble
09 Sep 2022
Contributed by Lukas
The Bank of Canada, Australia and the Euro zone all raised interest rates this week. The US dollar c...
Bank of Canada To Deliver Another Jumbo Rate Hike Next Week
02 Sep 2022
Contributed by Lukas
Twinkies are on the line, as the gents place their wagers for the Bank of Canada next week. A surpri...
Canadian Banks Positioning for Soft Landing?
26 Aug 2022
Contributed by Lukas
Canadian banks announced earnings and are increasing their loan loss provisions, but likely not enou...
Canadian Housing Market Dropping at Quickest Pace since 1980's
19 Aug 2022
Contributed by Lukas
Seasonally adjusted average house prices have now dropped the most since the 1980's. Inflation is su...
Bear Market Rally On Softer Inflation Data
12 Aug 2022
Contributed by Lukas
US inflation has made the turn and is now trending lower, but will it fall enough to allow central b...
Bubbles Are Bursting in Two of the Largest Housing Markets
05 Aug 2022
Contributed by Lukas
Will the Central banks cave on their inflation mandate in the eyes of weakening economic data? The B...
The Recession is Here, When Will Central Banks Pivot?
29 Jul 2022
Contributed by Lukas
The US federal Reserve raised interest rates another 75bps. More interestingly is that Powell will b...
The End of Negative Rates In Europe & Bank Runs in China
22 Jul 2022
Contributed by Lukas
CPI inflation in Canada came in at a 40 year high, but was below market expectations. Has inflation ...
Bank of Canada Shocks Markets With Largest Rate Hike in 24 Years
15 Jul 2022
Contributed by Lukas
The Bank of Canada shocked markets with a 100bps rate hike, the largest rate hike since 1998. Variab...
Food Inflation Leading To Social Unrest Across The World
08 Jul 2022
Contributed by Lukas
Fixed Mortgage rates appear to have finally peaked and are now moving lower as markets price in an e...
Are We Already In A Recession?
01 Jul 2022
Contributed by Lukas
Latest data from the Atlanta Fed is suggesting we might already be in a recession. Meanwhile, home s...
Are Markets Finally Pricing In An Economic Downturn?
24 Jun 2022
Contributed by Lukas
Canada's inflation rate ripped higher once again, hitting 7.7% year-over-year and surpassing market ...
Sovereign Debt Bubbles Ready To Pop
17 Jun 2022
Contributed by Lukas
The Bank of Canada Threatens To Break The Housing MarketThe Federal Reserve raises rates by 75bps th...
The Bank of Canada Threatens To Break The Housing Market
10 Jun 2022
Contributed by Lukas
More hawkish rhetoric from the Bank of Canada as they prep for another rate hike. Mortgage rates in ...
Will The Bank of Canada Get Interest Rates To 3% This Year
03 Jun 2022
Contributed by Lukas
The Bank of Canada raised interest rates another 50bps this week. They remain very hawkish and sugge...
Households Are Tapping Out Under Inflationary Pressures
27 May 2022
Contributed by Lukas
The boys predict what the Bank of Canada will do at their meeting next week. Oil prices continue to ...
Central Banks Can’t Print More Oil & Wheat
20 May 2022
Contributed by Lukas
Inflation in Canada ticket higher once again, running at three decade highs. Food and shelter inflat...
Risk Happens Fast, $35 Trillion of Wealth Evaporated
13 May 2022
Contributed by Lukas
All hell has broken loose in the crypto market. One of the most popular Crypto projects, Luna, has b...
Fed Hikes, Asset Markets Tumble
06 May 2022
Contributed by Lukas
The Fed raised rates by 50bps and said another 50bps should be on the table for the next couple of m...
The Japanese Yen is Signaling Troubles Ahead
29 Apr 2022
Contributed by Lukas
Troubles are brewing in Japan as the Yen continues to depreciate against a surging USD, falling to a...
Yield Curve Control or Currency Crisis, The Central Bankers Dilemma
22 Apr 2022
Contributed by Lukas
Inflation hits 30 year high in Canada, more rate hike increases expected. Are we nearing the detonat...
Canada’s Housing Market in the Crosshairs of Tiff Macklem
15 Apr 2022
Contributed by Lukas
Canada’s Housing Market in the Crosshairs of Tiff MacklemThe Bank of Canada raised rates by 50bps,...
The Federal Government Unveils Rosy Budget Projections
08 Apr 2022
Contributed by Lukas
The updated Federal Budget was announced with some optimistic projects and of course, housing tweaks...
Policy Makers Are Screwed Either Way, Bond Holders Will Pay The Price
01 Apr 2022
Contributed by Lukas
Mortgage rates continue to rip higher and will hit home buyer demand in the months ahead. Canadian h...
Surging Mortgage Rates Could Break Canadian Real Estate
25 Mar 2022
Contributed by Lukas
Mortgage rates are ripping, what happens when they hit 4% here in Canada? Meanwhile, Trudeau and Jag...
Waiting for the Detonation, Central Banks Turn Hawkish
18 Mar 2022
Contributed by Lukas
The Fed has officially begun raising interest rates with what is expected to be many more by year en...
Are We Setting up for a New Monetary System?
11 Mar 2022
Contributed by Lukas
Commodity inflation will put central bankers in an uncomfortable spot in the coming months. We are s...
Liftoff! Bank of Canada Begins Rate Hiking Cycle
04 Mar 2022
Contributed by Lukas
For the first time since 2018 the Bank of Canada has begun raising interest rates. In this weeks sho...
The Invasion Has Begun, Macro Chess, and the Central Bankers Dilemma
25 Feb 2022
Contributed by Lukas
Russia has officially invaded Ukraine. What does this mean for markets and for Canada? Is this the a...
Recession Signals, Oil Bulls, & Ukraine
18 Feb 2022
Contributed by Lukas
The yield curve is flattening which is pointing towards possible recession signals ahead. Meanwhile,...
The Global Sovereign Debt Bubble
11 Feb 2022
Contributed by Lukas
US inflation ripped to a 40 year high and central bankers are going to react by hiking interest rate...