The Fiscal Bazooka is Coming- w/guest Kevin Muir

<p>We&#39;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.</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>Schedule a 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>[10/07/26, 7:48:33 PM] ~ Jeff: Timestamps:</p><p>00:00 Introduction</p><p>04:49 Oil, Iran, Pipelines, And More</p><p>08:24 Introducing Kevin Muir</p><p>13:10 Opposing Views</p><p>14:02 Will The Bank of Canada Cut Rates?</p><p>15:29 Why The Feds Could Turn Hawkish</p><p>17:24 The Bond Market and Kevin Warsh</p><p>20:18 Rate Hike Probability</p><p>23:17 A Different Rate Cycle</p><p>26:04 Modern Monetary Theory</p><p>27:19 Government Spending In Inflation</p><p>29:20 The Pipeline Story and Fiscal Spending</p><p>30:02 Did Deficits Help The U.S.?</p><p>32:08 The Rest Of The World Follows</p><p>35:37 Canada&#39;s Financial Position Globally</p><p>37:26 Could Canadian Capital Return Home?</p><p>38:54 Another Global Stimulus?</p><p>39:40 The NATO Defense Spending Expansion</p><p>41:12 Canada&#39;s Looming Commodity Boom</p><p>44:10 The MMT and Politics</p><p>44:55 The Next Major Commodity Cycle</p><p>51:26 Why Oil Became An Attractive Investment</p><p>54:05 Long Term Bullish Oil Thesis</p><p>1:01:26 What&#39;s The Next Market Bubble?</p><p>1:05:18 Canadian Growth May Take Years</p><p>1:06:29 The Alberta Pipeline Story</p><p>1:09:39 Canada&#39;s Economic Outlook Improves</p><p>1:10:00 Is Defense Spending Economically Productive?</p><p>1:12:13 Canada&#39;s Trade Surplus</p><p>1:12:57 All Eyes On The BOC&#39;s Next Meeting</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 #canada #macroeconomics</p>