The Loonie Hour

The World Will Never be The Same with Guest Pippa Malmgren

Geopolitical Expert Dr. Pippa Malmgren breaks down what is really driving global markets, energy policy, and the massive geopolitical shifts happening right now.We looked at why & why the US is reshaping global energy control, the tough choice Canada faces between old European ties and a changing American strategy, and where the global economy is heading next as tech, nuclear power, and space take over.Visit Dr. Pippa Malmgren's Substack here:https://substack.com/@drpippaStart an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourSchedule a call with IceCap Asset Management: https://icecapassetmanagement.com/contact/✉️ Media & Real Estate Inquiries: steve@stevesaretsky.comStay 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/looniehourTimestamps:00:00 Introduction07:43 Pippa Malmgren Joins the Show10:21 The Nuclear Energy Revolution11:44 Globalism Is Changing14:44 Which Countries Are Embracing the Future?20:56 What Canadians Are Missing About America26:18 AI Is Creating a New Economic Model28:44 Does Canada Discourage Risk-Taking?33:51 The Arctic, Space & the New Global Economy37:17 Data Centers Are Moving to Space39:13 Small Modular Reactors & Unlimited Energy43:36 Why Nuclear War Is No Longer an Option46:30 China, Russia & the Push for Peace50:30 What Happens After Trump Leaves?53:35 Iran, Venezuela, Taiwan & Ukraine Are Connected54:28 Moving the World Beyond Oil & Gas55:45 Canada’s Identity Crisis1:01:02 Establishment vs. Anti-Establishment1:01:55 The World in 5–10 Years1:05:52 What Rwanda Can Teach Canada1:06:54 Canada Could Become a Space Nation?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 #canada #geopolitics

Canada's Energy Boom is Upon Us- w/guest Heather Exner-Pirot

Today, we are joined for the fourth time by energy and policy expert Heather Exner-Pirot to discuss Canada's dramatic shift in energy policy and what it means for the country's future. We break down the push to build new pipelines, the growing role of nuclear power and critical minerals, and why Ottawa is embracing major infrastructure projects after years of opposition. We also examine the Bank of Canada's latest interest rate decision, why policymakers are keeping a close eye on oil prices, and what it all means for inflation, housing, and the Canadian economy.Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourSchedule a call with IceCap Asset Management: https://icecapassetmanagement.com/contact/✉️ Media & Real Estate Inquiries: steve@stevesaretsky.comStay 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/looniehourTimestamps:00:00 Introduction05:10 Canada's Housing Market Conditions07:21 Condos Are Still Struggling15:14 Heather Exner-Pirot Joins The Show16:51 Do We Have Our Next Pipeline?27:05 Ottawa and Alberta's Oil39:54 Oil Sands Story43:53 Legal Risks for Future Pipelines48:06 Canada's Nuclear Future50:59 CANDU Nuclear Story53:59 Canada's Critical Minerals59:59 The Future of Canada's Energy Sector1:03:11 Canada's Looming Electricity Issue1:06:48 BOC Holds Rates1:09:47 Higher Oil Prices Implications1:13:01 Spending More With DebtDisclaimer: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 #canada #macroeconomics

The Fiscal Bazooka is Coming- w/guest Kevin Muir

We're joined by macro strategist Kevin Muir—famously known online as The Macro Tourist—to break down the massive fiscal deficits pushing markets forward. We dive into the staggering reality of Canada’s new government-funded pipeline project, which is costing a massive $35B+ but driving up to 140,000 jobs.Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourSchedule a call with IceCap Asset Management: https://icecapassetmanagement.com/contact/✉️ Media & Real Estate Inquiries: steve@stevesaretsky.comStay 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[10/07/26, 7:48:33 PM] ~ Jeff: Timestamps:00:00 Introduction04:49 Oil, Iran, Pipelines, And More08:24 Introducing Kevin Muir13:10 Opposing Views14:02 Will The Bank of Canada Cut Rates?15:29 Why The Feds Could Turn Hawkish17:24 The Bond Market and Kevin Warsh20:18 Rate Hike Probability23:17 A Different Rate Cycle26:04 Modern Monetary Theory27:19 Government Spending In Inflation29:20 The Pipeline Story and Fiscal Spending30:02 Did Deficits Help The U.S.?32:08 The Rest Of The World Follows35:37 Canada's Financial Position Globally37:26 Could Canadian Capital Return Home?38:54 Another Global Stimulus?39:40 The NATO Defense Spending Expansion41:12 Canada's Looming Commodity Boom44:10 The MMT and Politics44:55 The Next Major Commodity Cycle51:26 Why Oil Became An Attractive Investment54:05 Long Term Bullish Oil Thesis1:01:26 What's The Next Market Bubble?1:05:18 Canadian Growth May Take Years1:06:29 The Alberta Pipeline Story1:09:39 Canada's Economic Outlook Improves1:10:00 Is Defense Spending Economically Productive?1:12:13 Canada's Trade Surplus1:12:57 All Eyes On The BOC's Next MeetingDisclaimer: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 #canada #macroeconomics

Mark Carney: 10 Years of Canadian Policy was Wrong (Policy Changes Are Coming)

Mark Carney just admitted the last decade of energy policy was a total bust and didn't fit economic reality, so we're breaking down his massive pivot on Canadian oil and gas. We also hit on the US-Iran deal being a temporary play for the midterms, the stock market ditching tech for safe-haven sectors, and the economic mess left behind after Canada, the US, and Mexico missed their big July 1st trade deadline.Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourSchedule a call with IceCap Asset Management: https://icecapassetmanagement.com/contact/✉️ Media & Real Estate Inquiries: steve@stevesaretsky.comStay 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/looniehourTimestamps:00:00 Introduction02:38 Why Nuclear Is Canada's Competitive Advantage05:24 Canada's Push Toward New Nuclear Projects09:26 Public Fear Versus Nuclear Reality10:40 Europe's Heat Wave & Air Conditioning Debate17:20 Climate Policies Versus Human Comfort17:57 Mark Carney's Major Energy Announcement20:09 The Political Cost of Energy Policies25:14 Canada's Massive Economic Opportunity31:53 Current Accounts, Trade, and National Wealth34:29 Oil & Gas, and Economic Reality36:20 What Happens to the Loonie38:30 US Midterms Predicament39:11 Geopolitical Outlook & Peace Deal42:50 Understanding the Oil Crack Spread44:37 Can Commodity Markets Be Manipulated?48:54 What Happens If Bond Markets Collapse55:27 The Cost of Long-Term Uncertainty57:13 Brexit Parallels and Economic Lessons59:27 Why None of This Is PositiveDisclaimer: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 #canada #carney

Are Canadian Tax Payers Bailing Out Developers?

The Canadian Condo Bailout lands in Vancouver, & Dan Foch fills us in. Which condos will the government buy, and is it going to be good value for tax payers? These are the questions we are trying to unravel. Energy expert Mike Rothman joins the show to share the details of why oil is being underestimated, and where he thinks it’s heading.Check out the latest Loonie Hour Substack post here!https://open.substack.com/pub/looniehour/p/canadas-big-short-moment?r=2g3ok&utm_campaign=post&utm_medium=web&showWelcomeOnShare=trueCheck out Mike Rothman's Macro Energy research at https://www.cornerstoneanalytics.com/index.htmlStart an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourJoin Seeking Alpha Premium And Get 25% Off Today!: https://link.seekingalpha.com/52636H6/4G6SHH/✉️ Media & Real Estate Inquiries: steve@stevesaretsky.comStay 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/looniehourTimestamps:00:00 Introduction04:46 Introducing Our Guests!05:26 The Canadian Condo Bailout Begins07:29 Kevin Warsh & The Feds08:41 Prepare For Volatility13:41 The Problem With Government Intervention16:07 Condo Program Breakdown17:18 Who Benefits From The Bailout?19:52 Why Investors Wouldn't Buy First?23:34 Dog Crate Condos and Falling Demand24:46 Could Prices Fall Another 50~75%30:42 Wasting Government Spending31:48 Housing Policy and Unintended Consequences36:01 Canada's Real Estate Identity Crisis40:32 Transition to Mike Rothman41:47 Canadian Oil Bull Case42:57 Responding to Anti-Oil Narratives44:19 Oil Became Politically Toxic50:28 Supply Constraints Are Getting Worse53:21 Why Energy Investment Never Came Back56:27 Russia, Ukraine, and Energy Geopolitics59:11 Europe's Energy Mistakes1:00:17 Long-Term Commodity Supercycles1:05:17 Cushing Crude Stocks Explained1:06:31 Physical Markets vs Financial Markets1:12:05 Why Markets Ignored The Signs?1:18:09 Green Energy Realities vs Oil Demand1:20:52 Why Oil Still Matters For Decades?1:25:06 Economic Cost of Inaction1:28:11 Lessons From Global Credit Crisis1:32:18 Canada's Future Growth Potential1:35 What Canada Needs To Do Next?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 #canada #macroeconomics