Best Steve Saretsky Podcasts (2025)

1
The Race to Zero Resumes, Markets Bet on More Rate Cuts 1:09:56

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17m ago1:09:56

1:09:56

Rate cuts coming next week in Canada and the US. Labour markets weakening. Backlash grows against temporary foreign workers. US inflation softens. No oil pipelines make the list for national projects of importance. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/loonieho…

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Gold Surges on Looming Rate Cuts 1:04:04

6d ago1:04:04

1:04:04

Canada GDP contracts in Q2. Population growth slows to zero in BC & Ontario. Foreign workers face political backlash. Gold surges to new highs amidst looming rate cuts. Concerns mounting over the sovereign debt crisis. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/loon…

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Elbows Down, IMF Bailouts Coming to a Country Near You? 1:07:08

11d ago1:07:08

1:07:08

Canada removes counter-tariffs on the US. The Bank of Canada says they will start looking at house price inflation. France and the UK warn of potential IMF bailouts as sovereign debt crisis looms. Stocks keep melting higher. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.co…

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Canada's Housing Markets are Flooded with Rental Supply 1:09:09

18d ago1:09:09

1:09:09

The Condo crash goes mainstream. Rental supply is flooding major metros across Canada. CPI inflation falls on lower gas prices and removal of carbon tax. Foreign investment fleeing the country. Vanguard recommends more bonds than stocks? Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourho…

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The UK Debt Spiral—A Cautionary Tale for Canada w/guest Liam Halligan 1:17:09

26d ago1:17:09

1:17:09

The UK fiscal crisis is worsening, sending bond yields higher. Governments refuse to reduce spending, and are increasing taxes further. Is this a cautionary tale for other sovereign debt markets like Canada? Our guest Liam Hallagan explains the debt doom loop and his friendship with Mark Carney. Check out Liam Halligan's When The Facts Change Subst…

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Is the US Economy Finally Rolling Over? 56:21

1M ago56:21

56:21

Trump fires the head of the BLS after job revisions. Weak data out of the US prompts further calls for rate cuts. Tariff revenue could match corporate income taxes. Toronto pre-sale market on the brink. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn …

1
Governments Pleading With Central Banks to Cut Rates 1:10:16

1M ago1:10:16

1:10:16

Bank of Canada Holds rates again. Powell refuses to cut rates despite political pressures. US GDP comes in stronger than expected. Real Estate developers ask PM Carney to remove foreign buyer ban. Is Canadian media compromised by the CCP? Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourh…

1
Another Wave of Inflation? w/ guest Pierre Poilievre 1:23:13

2M ago1:23:13

1:23:13

Big fiscal deficits, trade wars, immigration, and monetary debasement with guest Pierre Poilievre. We discuss the outlook for Canadian energy, taxes, and Tiff Macklem. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Check out Saily at https://ww…

1
Inflation Derails Further Rate Cuts from the Bank of Canada 1:07:08

2M ago1:07:08

1:07:08

Inflation trending higher. Bank of Canada on the sidelines. Bitcoin and Gold surge higher amidst fiat debasement. Sovereign debt markets in distress. House prices leak lower in June. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!…

1
Immigration Curbs Pushing Rents Lower Across the Country 1:15:56

2M ago1:15:56

1:15:56

Canada's housing agency flags falling rents, scales back construction financing. Ontario sheds 10,000 college jobs as immigration curbs bite. Carney seeks $25B in cuts, and fewer government jobs. Markets are pricing in more growth and inflation, bond yields tick higher. Start an investment portfolio that's built to perform with Neighbourhood Holdin…

1
The Fiscal Bazooka is Coming 1:11:30

2M ago1:11:30

1:11:30

The big beautiful bill passes, ensuring the next wave of fiscal stimulus. Financial markets are betting on a much looser interest rate policy. Will governments impose financial repression? The federal government drops the digital services tax. Germany pivots to natural gas. US jobs data comes in stronger. Start an investment portfolio that's built …

1
Canada’s Energy Crossroads: A Deep Dive with Heather Exner-Pirot 1:02:28

3M ago1:02:28

1:02:28

Can Ottawa unleash Canada's energy sector? NATO and the race for rare earth metals. Bill C-5 and what it means for new energy projects. The Loonie Hour sits down with energy expert Heather Exner-Pirot to discuss the inflection point for the future of Canada's Natural Resources. Start an investment portfolio that's built to perform with Neighbourhoo…

1
Canada's Population Growth Falls to Zero 1:08:02

3M ago1:08:02

1:08:02

Canada just reported the third lowest quarter for population growth since the 1950s. Rents falling as rental housing construction remains elevated. National housing sales pickup in May. Elbows down, BC Ferries sell out to China. Gas cars are poised to get more expensive in Canada. Too late Powell, Fed holds rates. Start an investment portfolio that…

1
The Canadian Housing Bust- w/ Ben Rabidoux | Loonie Hour Road Trip Episode 192 1:20:30

3M ago1:20:30

1:20:30

Is Canada’s red-hot real-estate machine finally seizing up? In this road-trip edition of The Loonie Hour (Ep. 192) we roll with housing analyst Ben Rabidoux to unpack a $900 million mortgage-fraud scandal, the cracks spreading through Canada’s economy and property market, and what higher rates, shrinking household cash-flow, and souring constructio…

1
Bank of Canada Puts Rate Cuts on Hold 1:19:04

3M ago1:19:04

1:19:04

The Bank of Canada holds rates again, markets price out further cuts. Home sales tank in Vancouver, inventory surges in the GTA for the month of May. Bond Market concerns deepen. Hang out with The Loonie Hour crew in Toronto on June 09! Grab your tickets https://www.eventbrite.com/e/loonie-hour-toronto-june-09-tickets-1388615449189?aff=oddtdtcreato…

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We Have a Crisis in the Toronto Condo Market 1:05:19

4M ago1:05:19

1:05:19

Pre-sale condos slump to levels last seen in the 1990's. Job losses pick up momentum. Bank earnings suggest more credit losses expected. Will the Bank of Canada cut rates next week? Trump tariffs head to court. The Japanese government vows to contain bond gitters. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Vi…

1
Governments Have Lost Control of the Bond Market 1:11:06

4M ago1:11:06

1:11:06

Core inflation jumps in Canada, potentially delaying rate cuts. Bond vigilantes take control of the bond market. Canada Pension Plan pulls the plug on Net Zero. Australia aims to tax unrealized capital gains. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to …

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Job Layoffs Mounting in the Real Estate Sector 1:12:27

4M ago1:12:27

1:12:27

Carney's cabinet ministers spark controversy. Honda delays its $15B EV project in Canada, humiliating policy makers. Inflation falls, and bond yields are back on the rise. Western democracies close the door on immigration. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/…

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Canadian Banks Forecast Steep Declines in the Condo Market 58:34

4M ago58:34

58:34

Price declines continue in Canada's condo market. Central Banks will have to do QE once again. Carney heads to the White House. The UK and China cut rates. Goodbye Warren Buffett. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Check out Saily a…

1
Liberal Victory Sparks Alberta Separation Anxiety 59:45

4M ago59:45

59:45

Mark Carney elected as PM fuels speculation of Alberta separation. Trade agreement with Trump might come quicker than expected. Spain and Portugal become first countries to achieve Net Zero. US GDP contracts ahead of trade war. National house prices in Canada facing steepest correction in nearly four decades. Start an investment portfolio that's bu…

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Canadians Head to the Polls in Record Numbers- w/guest Mainstreet Research 1:17:12

5M ago1:17:12

1:17:12

Record 7 million Canadians voted during advance polls. What are the key battleground areas? Can the Conservatives surprise pollsters and pull off a victory. The fiscal bazooka is coming, will the bond market revolt? We are joined by pollster Quito Maggi of Mainstreet Research. Check out Mainstreet Research Polling & Services Here: Visit https://www…

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Building Canada Into an Energy Superpower- w/ guest Doomberg 1:27:47

5M ago1:27:47

1:27:47

Canada inflation cools in March. Bank of Canada holds rates, signaling more uncertainty ahead. Will Mark Carney really unleash the Canadian energy sector? Our guest, Doomberg chimes in on the upcoming elections, ESG, and the fate of Canada's natural resource sector. See omnystudio.com/listener for privacy information.…

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Financial Markets in Turmoil Ahead of Canadian Elections 1:27:33

5M ago1:27:33

1:27:33

Stocks and Bonds down. Trump panics and pauses tariffs for 90 days. Is a China currency devaluation imminent? We also cover the upcoming federal elections in Canada and are joined by John Manley and David Herle for political commentary. Join the Ice Cap / Loonie Hour Webinar this April 21st! https://us02web.zoom.us/webinar/register/WN_DZsw6JwURYOqD…

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The Tariff War is Escalating Towards a New Monetary System 1:24:28

5M ago1:24:28

1:24:28

The tariff war goes global, what are the implications for various countries and the financial system? Stocks down, bonds up. Rate cut expectations increase. Mark Carney unveils his housing plan which includes paying for municipal development fees. Gas prices drop on removal of carbon tax. Pre-sale condo market unwinding. Start an investment portfol…

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Canadian Business Confidence Plunges to Decade Lows 1:15:27

6M ago1:15:27

1:15:27

Small businesses in Canada have never been more downbeat. Tariffs hit the auto sector hard. Is a recession part of the Trump fiscal plan? Bond yields push higher in Europe. Concern around job losses growing. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to l…

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The Changing World Order is Here- w/ guest Brent Johnson 1:26:24

6M ago1:26:24

1:26:24

How President Trump upended the world order and his strategy behind it. PM Carney to call an election this week. Canada CPI surges more than expected. The Fed holds rates for now. Canadian Banks tighten credit. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour t…

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Bank of Canada Abandons Inflation Mandate 1:05:45

6M ago1:05:45

1:05:45

Bank of Canada cuts rates again citing new crisis, and expects higher prices. Mark Carney is anointed the next Prime Minister. The carbon tax isn't going away. The oil & gas emissions cap is expected to kill 50,000 jobs. Doug Ford threatens to turn off the power. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Vis…

1
Tariff Volatility Roils Markets 1:05:15

6M ago1:05:15

1:05:15

Tariff volatility continues, freezing business investment. Housing slump deepens in Vancouver & Toronto. Germany unveils the fiscal bazooka, along with China. Political tensions rise. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more! Check out Sai…

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Canadian Banks Brace for Mortgage Renewal Wall 1:12:44

7M ago1:12:44

1:12:44

Canadian bank earnings reported modestly higher loan loss provisions, despite a wave of renewals coming. Tariffs talks are ramping back up with the US expected to hit Canada next week. The bond market is worried about weaker growth. The EU pleads with India. Crypto market crashes. Start an investment portfolio that's built to perform with Neighbour…

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Bank of Canada Will Have to Choose Between Inflation or Housing 1:08:29

7M ago1:08:29

1:08:29

Canadian CPI moved higher, setting up a squeeze higher this summer. High Speed Rail to Quebec? Universal Basic Income making a comeback in Canada. Entrepreneurs fleeing Canada. Could the US demand that counties purchase zero coupon bonds for military protection? The changing world order is here. Start an investment portfolio that's built to perform…

1
Canadian Jobs Market is Weaker Than You Think 1:04:13

7M ago1:04:13

1:04:13

Immigration outflows are not being fully counted by stats Canada, making the labour market appear stronger than it is. Banks are now writing 100% LTV mortgages on new condos. US inflation is accelerating and the Fed is done cutting. Canada names their new Fentanyl Czar. Start an investment portfolio that's built to perform with Neighbourhood Holdin…

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Canada's Fentanyl Crisis & Corruption- w/guest Sam Cooper 56:08

7M ago56:08

56:08

Canada's top investigative reporter and fentanyl expert Sam Cooper joins the show. How bad is the fentanyl problem, what does Trump want to see, and who will become Canada's fentanyl Czar? Corruption runs deep as policy makers turn a blind eye to the deepening drug crisis. Start an investment portfolio that's built to perform with Neighbourhood Hol…

1
Tariff Wars in Canada- w/ guest Danielle Smith 1:22:08

7M ago1:22:08

1:22:08

We are joined by Alberta Premier Danielle Smith to discuss trade negotiations, the currency, and our natural resources. The Bank of Canada cuts rates again. Policy makers preparing for helicopter money, and more global uncertainty. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodholdings.com…

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Political Turmoil as Public Sentiment Swings to the Right 1:06:58

8M ago1:06:58

1:06:58

Canada's CPI inflation slowed in December. Will inflation perk up again this year? The bond market says one more rate cut for the Bank of Canada. Policy makers are swinging to the right as public sentiment shifts. Scrapping the Carbon tax and Capital gains tax. The UK debt market barreling towards a crisis provides insights for other western countr…

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Are Tariffs Looming on Canadian Oil? 1:06:46

8M ago1:06:46

1:06:46

Alberta refuses to sign on with Trudeau's proposed retaliatory tariffs. Toronto new condo sales hit 28 year lows as property taxes surge. Is Mark Carney the next prime minister already? US CPI cools, bringing relief to the bond market. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodholdings…

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Trudeau Resigns, Leaving Parliament Frozen for Months- w/guest Kate Harrison 1:14:25

8M ago1:14:25

1:14:25

Unpacking the Trudeau prorogation. When will the next federal election be? Budget deficit is likely larger than $62B. Canadian oil exports to the US hit record highs. UK Gilt market having another crisis moment. China bond market forecasting more doom. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neig…

1
Wild & Unexpected Predictions for 2025 59:38

8M ago59:38

59:38

Bond yields will tumble amidst debt deflation in China, propelling lower mortgage rates in Canada and higher house prices. The US stock market will see a large correction and usher in a recession in the US. The Euro will crash as the German economy sinks. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.n…

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Sovereign Debt Markets Facing Turmoil in 2025? 1:00:11

9M ago1:00:11

1:00:11

Bond yields rising as central banks cut rates. Canadian housing faces rising defaults in new construction space. China’s bond market flashes red, awaiting giant stimulus. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodholdings.com/looniehour to learn more! See omnystudio.com/listener for pr…

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Chaos in Ottawa! Budget Deficit Explodes to $62B 1:12:14

9M ago1:12:14

1:12:14

Finance minister Freeland resigns, Trudeau government hangs in the balance. Budget deficit explodes to $62B, surpassing the fiscal guardrails. The Loonie tumbles dropping to 69 cents. The US Fed cuts rates, says inflation target won't be hit until 2027. Coal usage hits record highs on Chinese demand. Start an investment portfolio that's built to pe…

1
Bank of Canada will Keep Cutting Rates into Falling Loonie- w/ guest Ben Rabidoux 1:07:40

9M ago1:07:40

1:07:40

Bank of Canada slashes rates by another 50bps. The Labour market is getting worse. The Fed might be done cutting rates later this year but the BoC isn't. Rents continue to drop in major metros. Record supply under construction. Immigration system needs an overhaul as asylum claims surge. Start an investment portfolio that's built to perform with Ne…

1
Toronto Condo Completions are Heading to Zero by 2030 1:02:35

9M ago1:02:35

1:02:35

Housing sales plunging means no new housing by 2030. Former BoC governor Poloz says we are in a recession. Canadian businesses struggling with Canada Post strikes. Powell at the Fed signals rate cuts might be over. Bank of Canada on deck next week. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbou…

1
Canadian Energy Sector Faces Trump Tariffs - w/ guest Heather Exner-Pirot 1:14:10

10M ago1:14:10

1:14:10

Vibecession in Canada. Jobs not keeping pace with immigration. Emissions cap and Trump tariffs, what is the fate of the Canadian energy sector? GST holiday gets a boost in Ontario. The Eurozone continues to circle the drain in large part due to poor energy policy. Check out Heather Exner-Pirot's Research Here: https://heatherexnerpirot.com/about St…

1
Real Estate Developers are Failing at an Alarming Rate 1:09:14

10M ago1:09:14

1:09:14

Developer Insolvencies Surge to 10 year high. Private Credit funds shut the gates. Inflation ticks higher, stoking concerns for the Bank of Canada. No GST for the holidays, Trudeau opens up the cheque book. Budget deficit concerns increase. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodhol…

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Canadian Pensions Facing Financial Repression 1:06:51

10M ago1:06:51

1:06:51

The Canadian dollar continues to weaken. Canada Pension plans gets political, potentially locking capital in Canada. The German economy continues to sputter. Housing activity bounces on rate cut optimism. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodholdings.com/looniehour to learn more! …

1
How Canada's Immigration System Imploded- w/ guest Mikal skuterud 1:17:05

10M ago1:17:05

1:17:05

Canada's immigration demise was years in the making. Trump gets back to the White House, what are the market implications? Stocks, crypto and bond yields surge higher. The Federal government continues to punish the Oil & gas sector, implementing defacto production caps. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO Global A…

1
The Canadian Dollar Falls to a Four Year Low 56:35

11M ago56:35

56:35

The Canadian dollar has tumbled to its lowest levels in 4 years. Canada GDP slows, sets the stage for another rate cut from the Bank of Canada. US election to bring increased volatility to financial markets. The UK gilt market gets its second warning. The German industrial base is suffocating. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit…

1
Bank of Canada Delivers Jumbo Rate Cut- w/ guest Tian Yang 1:06:41

11M ago1:06:41

1:06:41

The Bank of Canada delivered a 50bps rate cut and signalled more to come. The Bond market hasn't budged. Money is still flowing out of China as the economy wobbles. The Trudeau government announces immigration cuts, population growth to zero next year. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO Global Asset Mgmt, Novembe…

1
Financial Markets Anticipate the Next Round of Easy Money 58:50

11M ago58:50

58:50

Canada CPI falls well below expectations, sets up a jumbo rate cut next week. European Central bank slashes rates again. Stocks, the USD dollar, and gold all rise on an easing of financial conditions. Will the bond vigilantes return? Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO Global Asset Mgmt, November 2023. Based on $1…

1
Bond Yields, Oil Prices, and Inflation Moving Higher as Central Banks Cut Rates 55:28

11M ago55:28

55:28

The Federal government proposes an empty land tax. Former BoC deputy governor says 50bps cut is coming. Oil prices move higher along with long term bond yields. US CPI comes in hotter than expected. Central banks easing globally into higher inflation? Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO Global Asset Mgmt, November…

1
The Race to Zero, Liquidity Measures Turning Higher 57:39

11M ago57:39

57:39

Central banks are aggressively easing and liquidity measures are turning up. Geopolitical conflict is ramping up, putting upwards pressure on oil prices, could this stoke another wave of inflation? Toronto and Vancouver Real Estate see rising inventory levels despite lower rates. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BM…