Trade Wars & Bubbles: What's Next?

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.

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Timestamps:

00:00 Introduction

04:29 Canada-US Trade Deal Falls Apart

05:59 Carney Moves Closer to Europe

08:20 What Happens Without a Trade Deal?

11:13 Is This Really About Canada or China?

12:21 Peter Berezin Joins the Show

13:33 Economic Impact of the Canada-U.S. Trade War

15:20 Could Canada Actually Win?

17:09 Risk of Canada Losing Manufacturing

17:49 Could More Stimulus Be Coming?

19:36 Canada's Productivity Problem

22:22 How Canada Can Turn Things Around

24:05 How Transformational Will AI Really Be?

26:26 The Massive AI Spending Boom

27:37 AI's $10 Trillion Revenue Problem

30:26 Are Corporate Margins Sustainable?

33:40 AI Agents, Stablecoins & Crypto

35:06 Why Long-Term Bond Yields Keep Rising

37:50 The Growing Government Debt Problem

40:06 Fed Liquidity & Quantitative Easing

41:20 Stock Market Outlook

42:14 Peter's Portfolio

43:39 Inside Goldman Sachs During the 2008 Crisis

45:57 Current Investment Opportunities?

49:08 Final Thoughts on Peter Berezin

51:05 The Coming Food Inflation Problem

54:50 Are We Entering a Commodity Boom?

55:35 Could the Bank of Canada Cut Rates?

58:21 Final Thoughts

Disclaimer:

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