We Are Early in the Secular Bull Market- w/Guest Jim Thorne

<p>We 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&#39;ll touch on falling rates, explosive earnings growth, Bitcoin’s generational opportunity, and whether today’s technology boom ultimately ends like the dot-com bubble. We also discuss Canada’s economic challenges, a country deserving to be one of wealthiest in the world, yet decades of poor policy and underinvestment have left us falling behind. </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>04:41 Introducing Jim Thorne</p><p>10:39 What Went Wrong With Canadian Finance?</p><p>13:45 Why Canada Is Falling Behind</p><p>16:04 Canada’s Natural Resource Problem</p><p>22:41 The Global Debt Problem</p><p>24:36 Canada Enters Secular Stagnation</p><p>29:01 The AI CAPEX Supercycle</p><p>33:15 What Happens to Canada and Europe?</p><p>34:43 Trump’s Economic Strategy</p><p>36:17 Carney Understands the Global Pivot?</p><p>38:37 The Problem With Canadian Banks</p><p>39:24 Canada’s Coming Structural Adjustment</p><p>44:21 Why Higher Rates Can Increase Inflation</p><p>45:19 The Fed’s Next Move</p><p>49:36 AI, Growth, and the Stock Market</p><p>50:19 Why Jim Thinks Bond Yields Fall</p><p>56:09 Trump, Crypto, and Tokenization</p><p>57:31 The Great Bond Debate</p><p>58:07 The Bitcoin Debasement Trade</p><p>58:31 “Bitcoin Is a Generational Opportunity”</p><p>01:00:40 Post-Interview Reaction</p><p>01:02:47 The End of the Keynesian Supercycle</p><p>01:05:08 America’s Exploding Interest Bill</p><p>01:06:00 Gold, Bitcoin, and Debasement</p><p>01:09:35 Can AI Solve the Demographic Problem?</p><p>01:11:24 America Is Sucking Capital From the World</p><p>01:12:31 The AI Agent Economy</p><p>01:13:51 Another Dot-Com Bubble?</p><p>01:15:27 Outro</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