Trade Wars & Bubbles: What's Next?

<p>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.</p><p><br></p><p>Start an investment portfolio that&#39;s built to perform with Neighbourhood Holdings! </p><p>For Mortgage Brokers: <a href="https://www.neighbourhood.com/looniehour-brokers" target="_blank" rel="noopener noreferer">https://www.neighbourhood.com/looniehour-brokers</a></p><p>For Investors and Advisors: <a href="https://www.neighbourhood.com/looniehour" target="_blank" rel="noopener noreferer">https://www.neighbourhood.com/looniehour</a></p><p><br></p><p>Check out Saily at <a href="https://www.saily.com/looniehour " target="_blank" rel="noopener noreferer">https://www.saily.com/looniehour</a> and use our promo code &#39;LOONIEHOUR&#39; to get 15% off your first purchase!</p><p><br></p><p>Schedule an exploration call with IceCap Asset Management: <a href="https://icecapassetmanagement.com/contact/" target="_blank" rel="noopener noreferer">https://icecapassetmanagement.com/contact/</a></p><p><br></p><p>✉️ Media &amp; Real Estate Inquiries: <a href="mailto:steve@stevesaretsky.com" target="_blank" rel="noopener noreferer">steve@stevesaretsky.com</a></p><p><br></p><p>Stay up to date with our information -</p><p>📫 My Real Estate Substack: </p><p><a href="https://stevesaretsky.substack.com" target="_blank" rel="noopener noreferer">https://stevesaretsky.substack.com</a></p><p>📫 The Loonie Hour Substack: </p><p><a href="https://looniehour.substack.com/about" target="_blank" rel="noopener noreferer">https://looniehour.substack.com/about</a></p><p><br></p><p>📊➡️ Loonie Hour Socials: <a href="https://linktr.ee/looniehour" target="_blank" rel="noopener noreferer">https://linktr.ee/looniehour</a></p><p><br></p><p>🎙️ Listen to the Podcast on Your Preferred Platform:</p><p><a href="https://linktr.ee/looniehour" target="_blank" rel="noopener noreferer">https://linktr.ee/looniehour</a></p><p><br></p><p>Timestamps:</p><p>00:00 Introduction</p><p>04:29 Canada-US Trade Deal Falls Apart</p><p>05:59 Carney Moves Closer to Europe</p><p>08:20 What Happens Without a Trade Deal?</p><p>11:13 Is This Really About Canada or China?</p><p>12:21 Peter Berezin Joins the Show</p><p>13:33 Economic Impact of the Canada-U.S. Trade War</p><p>15:20 Could Canada Actually Win?</p><p>17:09 Risk of Canada Losing Manufacturing</p><p>17:49 Could More Stimulus Be Coming?</p><p>19:36 Canada&#39;s Productivity Problem</p><p>22:22 How Canada Can Turn Things Around</p><p>24:05 How Transformational Will AI Really Be?</p><p>26:26 The Massive AI Spending Boom</p><p>27:37 AI&#39;s $10 Trillion Revenue Problem</p><p>30:26 Are Corporate Margins Sustainable?</p><p>33:40 AI Agents, Stablecoins &amp; Crypto</p><p>35:06 Why Long-Term Bond Yields Keep Rising</p><p>37:50 The Growing Government Debt Problem</p><p>40:06 Fed Liquidity &amp; Quantitative Easing</p><p>41:20 Stock Market Outlook</p><p>42:14 Peter&#39;s Portfolio</p><p>43:39 Inside Goldman Sachs During the 2008 Crisis</p><p>45:57 Current Investment Opportunities?</p><p>49:08 Final Thoughts on Peter Berezin</p><p>51:05 The Coming Food Inflation Problem</p><p>54:50 Are We Entering a Commodity Boom?</p><p>55:35 Could the Bank of Canada Cut Rates?</p><p>58:21 Final Thoughts</p><p><br></p><p>Disclaimer:</p><p>The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a &quot;loonie&quot; into any of these financial markets.</p><p><br></p><p>#LoonieHour #macroeconomics #tradewar</p>