The Loonie Hour
Avsnitt

A New Cold War Is Reshaping the World- w/guest Michael Nicoletos

Dela

What's really happening in Iran? The European Central Bank is going to suffocate the economy. The future of money and Ai. Global inflation rips higher. The Bank of Canada is stuck in an uncomfortable dilemma. 


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Timestamps:

00:00 Introduction

03:24 Episode 245 Recap & Ben Rabidoux Discussion

07:14 Cold War 2?

11:19 AI Infrastructure, Data Centers & Commoditization

16:15 Why AI Stocks May Face Pressure

21:07 The Energy Crisis Behind AI Growth

25:10 Stablecoins & Traditional Finance

30:17 The Future of Money

34:33 Crypto And Blockchain Adoption

38:53 Hidden Risks in Financial Systems

43:12 Oil, Inflation, and Global Markets

46:57 Why Politicians Keep Getting Economics Wrong?

51:16 Europe’s Economic Decline

55:59 Tesla, EVs, and Industrial Policy

01:00:05 Future Outlook: Markets, AI, and Geopolitics

01:04:14 Next 12–36 Months Outlook

01:08:05 Market Predictions!

01:12:05 Inflation, PMIs, and Economic Indicators

01:20:06 Canadian Housing and Mortgage Stress

01:24:31 Canada’s Economic Future


Disclaimer:

The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.


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