Show notes
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-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourCheck 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: [email protected] 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 Introduction04:29 Canada-US Trade Deal Falls Apart05:59 Carney Moves Closer to Europe08:20 What Happens Without a Trade Deal?11:13 Is This Really About Canada or China?12:21 Peter Berezin Joins the Show13:33 Economic Impact of the Canada-U.S. Trade War15:20 Could Canada Actually Win?17:09 Risk of Canada Losing Manufacturing17:49 Could More Stimulus Be Coming?19:36 Canada's Productivity Problem22:22 How Canada Can Turn Things Around24:05 How Transformational Will AI Really Be?26:26 The Massive AI Spending Boom27:37 AI's $10 Trillion Revenue Problem30:26 Are Corporate Margins Sustainable?33:40 AI Agents, Stablecoins & Crypto35:06 Why Long-Term Bond Yields Keep Rising37:50 The Growing Government Debt Problem40:06 Fed Liquidity & Quantitative Easing41:20 Stock Market Outlook42:14 Peter's Portfolio43:39 Inside Goldman Sachs During the 2008 Crisis45:57 Current Investment Opportunities?49:08 Final Thoughts on Peter Berezin51:05 The Coming Food Inflation Problem54:50 Are We Entering a Commodity Boom?55:35 Could the Bank of Canada Cut Rates?58:21 Final ThoughtsDisclaimer: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
