We are joined by chief economist Peter Berezin at BCA Research to discuss the intensifying trade wars, the AI Boom, and the sovereign debt bubble.
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers
For Investors and Advisors: https://www.neighbourhood.com/looniehour
Check out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!
Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/
✉️ Media & Real Estate Inquiries: steve@stevesaretsky.com
Stay up to date with our information -
📫 My Real Estate Substack:
https://stevesaretsky.substack.com
📫 The Loonie Hour Substack:
https://looniehour.substack.com/about
📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour
🎙️ Listen to the Podcast on Your Preferred Platform:
https://linktr.ee/looniehour
Timestamps:
00:00 Introduction
04:29 Canada-US Trade Deal Falls Apart
05:59 Carney Moves Closer to Europe
08:20 What Happens Without a Trade Deal?
11:13 Is This Really About Canada or China?
12:21 Peter Berezin Joins the Show
13:33 Economic Impact of the Canada-U.S. Trade War
15:20 Could Canada Actually Win?
17:09 Risk of Canada Losing Manufacturing
17:49 Could More Stimulus Be Coming?
19:36 Canada's Productivity Problem
22:22 How Canada Can Turn Things Around
24:05 How Transformational Will AI Really Be?
26:26 The Massive AI Spending Boom
27:37 AI's $10 Trillion Revenue Problem
30:26 Are Corporate Margins Sustainable?
33:40 AI Agents, Stablecoins & Crypto
35:06 Why Long-Term Bond Yields Keep Rising
37:50 The Growing Government Debt Problem
40:06 Fed Liquidity & Quantitative Easing
41:20 Stock Market Outlook
42:14 Peter's Portfolio
43:39 Inside Goldman Sachs During the 2008 Crisis
45:57 Current Investment Opportunities?
49:08 Final Thoughts on Peter Berezin
51:05 The Coming Food Inflation Problem
54:50 Are We Entering a Commodity Boom?
55:35 Could the Bank of Canada Cut Rates?
58:21 Final Thoughts
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.
#LoonieHour #macroeconomics #tradewar
