British Columbia is facing a record $13.8 billion budget deficit, mounting tax pressures, and a struggling housing market. With the October 24 election approaching, we sit down with B.C. Conservative Leader Lorne Doerkson to discuss the province's fiscal challenges, the NDP's tax policies, housing affordability, stalled development, the rampant crime and drug use, and the future of investment in B
9 Oct 2026 · 1 h 20 minThe Loonie Hour is a Canadian based macro economic podcast covering newsworthy events across the globe and how they will impact Canadians.
Latest episodes
Bond markets are deteriorating rapidly as yields rise and credit spreads begin to widen across the U.S., Canada, Europe, and Japan. We discuss what tightening financial conditions could mean for housing, equities, the broader economy, as well as the possibility that a short-term recovery in bonds could ultimately prove to be a bear trap. Meanwhile, B.C.’s condo market continues to struggle with th
2 Oct 2026 · 1 h 2 minToday, we'll break down the renewed surge in global bond yields and what it could mean for interest rates, mortgages, housing, and the broader economy. Long-term yields are climbing across central banks globally, putting renewered pressure on borrowing costs just as households and businesses faces further challenges. We also discuss Canada's slowing population growth and rental market, mounting st
25 Sep 2026 · 1 h 10 minCentral banks are turning increasingly hawkish as an escalating global energy crisis keeps inflation under pressure. We'll break down why policymakers are committing to higher interest rates even as the underlying inflation problem is increasingly driven by energy supply. They discuss the latest moves from the Fed and European central banks, rising global bond yields, surging oil and fuel costs, a
18 Sep 2026 · 1 h 15 minBen Rabidoux joins the show to break down the latest housing data, rising mortgage rates, record mortgage renewals, the ongoing shifting in economic alliances, and why delinquencies could continue climbing through 2027 and beyond. We also discuss the escalating Canada–U.S. trade dispute, inflation risks, rising global bond yields, weakness across several provincial housing markets, and how Canada’
11 Sep 2026 · 1 h 4 minGlobal bond markets are flashing warning signs as long-term yields surge across Japan, the UK, France, and other major economies, raising new concerns about government debt, inflation, and financial stability. Meanwhile, Canada’s housing market remains under pressure, Vancouver records its slowest August sales since 2012, and rising energy prices could complicate the outlook for inflation and inte
4 Sep 2026 · 1 h 7 minWe 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
28 Aug 2026 · 59 minThe U.S. Treasury is taking steps that could help suppress long-term interest rates as exploding government debt and interest costs put increasing pressure on the financial system. We break down what this shift means for bonds, the U.S. dollar, commodities, Canadian housing and global markets. We also touch on Canada-U.S. trade, the Churchill Falls energy deal, rising diesel prices, Argentina, var
21 Aug 2026 · 1 h 9 minWe sit down with Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, where he believes that we are setting up for a Secular Bull Market coming up. We go through the global debt problem, and why AI could fuel a massive new investment cycle. Lastly, we'll touch on falling rates, explosive earnings growth, Bitcoin’s generational opportunity, and whether today’s technology boom ult
14 Aug 2026 · 1 h 16 minWhy is the US stepping in to help Japan, and what does it mean for Canadians? China’s multi-decade tax crackdown, and $2.7 billion in new federal funding for rental units - plus the latest data on Canadian housing and rate expectations. Stay Up To Date With The Loonie Hour Substack: https://looniehour.substack.com/about Start an investment portfolio that's built to perform with Neighbourhood Holdi
7 Aug 2026 · 1 h 7 minThe Federal Reserve is changing how it communicates with markets, and the ripple effects are being felt across bonds, currencies, housing, and equities. We break down Kevin Warsh’s shift away from forward guidance, why long-term Treasury yields continue to climb, and what it could mean for interest rates going forward. We also discuss New York’s proposed second-home tax and government-backed groce
31 Jul 2026 · 59 minGeopolitical 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 tak
24 Jul 2026 · 1 h 10 minToday, 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 o
17 Jul 2026 · 1 h 24 minWe'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 Mortga
10 Jul 2026 · 1 h 13 minMark 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 trad
3 Jul 2026 · 1 h 2 minThe 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:
26 Jun 2026 · 1 h 39 minThe Canadian government is rushing to pass sweeping regulations that will change privacy and social media forever. The US and Iran reach an agreement. Oil tumbles. The Fed signals rate hikes are coming. 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.nei
19 Jun 2026 · 1 h 16 minWhat'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. 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://w
12 Jun 2026 · 1 h 34 minCredit delinquencies are still rising. The bull case for single family housing. The flood of rental supply, and the death of the pre-sale condo. Bonus episode with Ben Rabidoux of Edge Analytics. 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.neighbourh
11 Jun 2026 · 1 h 11 minCanada enters a "technical" recession. The curious case of the Bank of Canada's gold reserves. The Bitcoin bear market deepens. Canada has the second largest Natural Gas reserves in the world. 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
5 Jun 2026 · 58 min