พอดคาสท์ Mohit Chawla ชั้นนำ (2024)

1
Financial Markets Anticipate the Next Round of Easy Money 58:30

1d ago58:30

58:30

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 55:07

8d ago55:07

55:07

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 57:18

15d ago57:18

57:18

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…

1
Central Banks are Panicking to Inject Liquidity 1:00:59

22d ago1:00:59

1:00:59

OSFI removes mortgage stress test on renewals. The BC Government will help you buy a home. Has Canadian energy peaked? Microsoft bets big on Nuclear energy and AI. The Chinese have fired the liquidity bazooka to try and revive its economy. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO Global Asset Mgmt, November 2023. Based…

1
Feds Prop Up Housing Bubble with Jumbo Mortgages- w/ guest Ron Butler 1:15:17

29d ago1:15:17

1:15:17

The federal government shocks the market by pushing CMHC insured mortgages up to $1.5M. The Bank of Canada finally gets inflation back down to 2%. The Federal Reserve surprises markets, cuts rates by 50bps. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO Global Asset Mgmt, November 2023. Based on $11billion in AUM in ZSP and …

1
The Canadian Labour Market Continues to Deteriorate 58:14

1M ago58:14

58:14

The unemployment rate moves higher. Rental and housing market continues to soften. The ECB cuts rates, more to come as the German economy weakens. US CPI comes in hotter than expected ahead of the Fed meeting next week. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO Global Asset Mgmt, November 2023. Based on $11billion in AU…

1
Bank of Canada Cuts, Rents Fall, and the NDP pulls the plug on Trudeau Bank of Canada Cuts, Rents Fall, and the NDP pulls the plug on Trudeau 54:31

1M ago54:31

54:31

The BoC cuts rates again, cautions home prices could rise. NDP kills the coalition with the liberal government, is a federal election coming soon? Rents falling in University cities, mortgage rates drift lower. US job market weakens as stock market wobbles. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO Global Asset Mgmt, No…

1
The Federal Government Pulls a U-Turn on Immigration 58:58

2M ago58:58

58:58

The Liberal government says they will change the temporary foreign worker program to slow immigration further. More signs of a weakening labour market. Canadian banks write off more bad loans. Toronto new home sales plunge to levels we've never seen before. Net zero without Chinese EV's. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3x…

1
Fixing the Housing & Immigration Crisis- w/ guest Dr. Mike Moffatt 1:24:12

2M ago1:24:12

1:24:12

Canada CPI inflation comes in lower, cementing another rate cut from the Bank of Canada. Economist and political insider Dr. Mike Moffatt explains how housing and immigration went so wrong, so quickly, and how to fix it. US jobs data gets revised nearly 1 million jobs lower ahead of Powell speech. Check Out BMO's S&P 500 Index ZSP ETF Here: https:/…

1
Canada’s Foreign Worker Program a Breeding Ground for Modern Slavery? 57:10

2M ago57:10

57:10

The UN accuses Canada's foreign worker program as modern slavery. The feds will convert these low skill immigrants to permanent residency status. Real Estate insolvencies surge to highest levels in more than two decades. Consensus calls for more rate cuts from the BoC and the Fed. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 B…

1
Bank of Japan Rate Hike Sends Financial Markets into a Panic 1:10:25

2M ago1:10:25

1:10:25

The Yen carry trade blows up after BoJ announces surprise rate hike. Markets call for immediate rate cuts. AirBnb data in Canada suggests governments are misguided. Temporary foreign workers surge, pushing youth unemployment higher. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO Global Asset Mgmt, November 2023. Based on $11…

1
The Politics of Climate Change in Canada w/ guest David Knight Legg 1:22:27

3M ago1:22:27

1:22:27

Was the devastation of Jasper National Park avoidable? Who's to blame? What ails the Canadian economy, and how to cut the green tape. Lowering emissions globally will require Canadian LNG. Bond yields tumble, Fed set to cut, financial markets are moving. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO Global Asset Mgmt, Novem…

1
Bank of Canada Cuts Rates, Signals More to Come 58:27

3M ago58:27

58:27

The BoC cut rates, highlighting excess supply and concerns over a weakening labour market. The Canadian dollar continues to weaken, with more rate cuts expected. US GDP came in stronger than expected, perhaps delaying any rate cuts in the US. Repo issues brewing in Canada, suggesting collateral concerns are growing at some banks. Check Out BMO's S&…

1
Markets Calling for More Rate Cuts from the Bank of Canada 58:57

3M ago58:57

58:57

Twinkie bets are live! Markets are calling for a rate cut next week and more to come. Lagging shelter inflation could bring CPI even lower. More pain to come for Real Estate developers. Political volatility is increasing. The death of ESG and DEI? Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO Global Asset Mgmt, November 202…

1
An Exodus of Capital Threatens the Chinese Economy- W/ guest Michael Nicoletos 1:11:06

3M ago1:11:06

1:11:06

Foreign direct investment has turned negative in China as capital leaves. The property market is wobbling and threatens to bring deflation to the rest of the world. The devalued Japanese Yen is creating headaches for the Chinese manufacturing sector. What are the implications for Canadians? Loonie Hour Social in Montreal Tickets: https://www.eventb…

1
The Housing Bubble Is Slowly Deflating 1:03:12

4M ago1:03:12

1:03:12

Home sales in Vancouver & Toronto plummet. Policy makers are doubling down on bad policy. Stories of financial stress are mounting. ISM services index falls to levels last seen during the depths of the pandemic. The presidential election heats up. Tickets to Montreal Loonie Hour Social: https://www.eventbrite.ca/e/loonie-hour-montreal-social-july-1…

1
Rent Inflation is Squeezing the Bank of Canada 1:10:40

4M ago1:10:40

1:10:40

Rent inflation surged pushing the CPI basket higher. The Liberals lose an important by election in Toronto. Will JT resign? Toronto new home sales fall off a cliff. The labour market weakens for new immigrants. The Japanese yen continues to roll lower, a key signpost for the global sovereign debt bubble. Check Out BMO's S&P 500 Index ZSP ETF Here: …

1
Record Short Position on the Canadian Dollar 1:10:00

4M ago1:10:00

1:10:00

Cities are taking housing accelerator funds and then raising development fees to crush supply. Canada's population surges again. Living standards have not improved in 7 years. Government muzzles oil and gas companies from promoting fossil fuels. Speculators have a record short position on the loonie. Check Out BMO's S&P 500 Index ZSP ETF Here: http…

1
Hawkish Powell Says Fed Will Only Cut Rates Once 1:02:40

4M ago1:02:40

1:02:40

US CPI data came in softer than expected but that didn't sway the fed. Projections now call for one cut this year. Producer prices are outright declining. Canadian housing can't be fixed, surging taxes killing development. The pendulum is swinging to the right as voters reject the status quo. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.…

1
The Rate Cutting Cycle Has Begun 1:08:01

4M ago1:08:01

1:08:01

Bank of Canada slashes interest rates, suggests more to come. The ECB also cuts rates, is the Fed next? Economic data is now softening in the US. Why this probably won't save the Canadian housing market. Private debt fund in Canada halts redemptions in a sign of things to come. Foreign interference corruption in Ottawa. Check Out BMO's S&P 500 Inde…

1
Canadian Households Need to Adjust to Higher Mortgage Rates - w/ guest Doug Porter 1:10:30

5M ago1:10:30

1:10:30

We are joined by BMO's chief economist Doug Porter. The Bank of Canada will cut, probably in June. Don't expect bond yields or fixed mortgage rates to budge. Inflation is nearly defeated in Canada but not the US. Weak investment in Canada to continue with capital gains increases. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BM…

1
Inflation Drops Ahead of Bank of Canada Meeting 1:06:08

5M ago1:06:08

1:06:08

CPI drops back within the Bank of Canada's target range, will it be enough for a cut in June? Population growth surges with some cities growing more than 6%. AirBnb bans will hit the tourism sector in some Canadian cities. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO Global Asset Mgmt, November 2023. Based on $11billion in…

1
Markets Melt Higher as Economic Data Weakens 1:03:00

5M ago1:03:00

1:03:00

US CPI cooled last month, along with retail sales. Canadian job numbers surprise to the upside giving further hesitation for the Bank of Canada. Banning China EV's, batteries and solar panels despite the war on climate change? Financial Markets drift higher. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO Global Asset Mgmt, N…

1
The Central Bank Endgame- w/ guest Grant Williams 59:49

5M ago59:49

59:49

Governments are broke, and central banks are trying to maintain the illusion of stability. The next decade will not be like the last one, prepare for volatility. Inflation, interest rates, and political risks abound. House prices have created massive inequality and threaten social stability. Where do we go from here, and how do we plan for the cent…

1
Currency Crisis in Japan? 1:04:48

6M ago1:04:48

1:04:48

The Japanese Yen has fallen almost 50% against the US dollar since 2020. Attempts to intervene are failing. The USD needs to go lower through Fed easing. The Bank of Canada desperately wants to cut. GDP on a per capita basis is still contracting. Mortgage renewals finally starting to bite? Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/…

1
How China is Interfering in Canadian Elections, Exposing Corruption w/ guest Sam Cooper. 1:12:26

6M ago1:12:26

1:12:26

How China is interfering in federal elections in Canada, spreading fentanyl, and exacerbating a housing crisis. Special interview with independent journalist Sam Cooper. Check out Sam's book, Willful Blindness. We also discuss markets pricing out fed rate cuts, weak Canadian retail sales, and stagflation concerns. See omnystudio.com/listener for pr…

1
Federal Budget Predicts Falling Interest Rates, No Recession? 1:05:25

6M ago1:05:25

1:05:25

The federal government dropped their latest budget which predicts no recession and falling interest rates. Will this make the Bank of Canada's job more difficult? Increased capital gains taxes will come with consequences, particularly for entrepreneurs. Who is really running the show in Ottawa? Robert Asselin, former economic advisor to finance min…

1
US Inflation Derails the Bond Market 1:10:12

6M ago1:10:12

1:10:12

This week's episode we are joined by Chace Barber of Edison Motors to discuss the government grant scandal impacting their EV truck company. We then discuss US inflation, surging bond yields, desperate housing policy changes. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO Global Asset Mgmt, November 2023. Based on $11billion…

1
Are financial markets getting complacent? 1:11:40

7M ago1:11:40

1:11:40

Government spending pouring fuel on the fire at the Bank of Canada. Bond yields pushing higher as growing concerns over fewer rate cuts. Oil continues to climb higher. Are financial markets getting complacent? Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/find-an-etf/?ecid=dw-LHPODNovGAM1-ADBM…

1
Immigration Cuts Could Push Canada into Hard Landing- w/ Ben Rabidoux 1:06:34

7M ago1:06:34

1:06:34

Immigration Minister announces big cuts to population growth. How will this slow the economy and rents? Rabidoux thinks the Bank of Canada will have to cut rates more than expected. OSFI keeps the mortgage stress test on lender switches. Trudeau announces renters bill of rights. Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en…

1
Central Banks are Going to Cut Rates into Accelerating Inflation 1:07:01

7M ago1:07:01

1:07:01

Canadian house prices bounce higher. Inflation dips in Canada. Central banks around the world are preparing to cut rates as commodity prices jump and financial markets rip. The Federal Government starts buying mortgage bonds. Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/find-an-etf/?ecid=dw-L…

1
Canadian Living Standards are Falling 1:03:26

7M ago1:03:26

1:03:26

Premiers across the country are demanding Trudeau to pause the Carbon tax increase. US inflation jumps on higher producer prices. The crypto bull market is back. Rich takes the helm at the Bank of Canada. Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/find-an-etf/?ecid=dw-LHPODNovGAM1-ADBMO26 S…

1
Canadian Businesses are Failing at the Highest Rate Since 2006 59:28

8M ago59:28

59:28

Business insolvencies are surging. Mortgage arrears are climbing, albeit coming off record lows. The Bank of Canada holds rates. Federal Government attempting to mandate allocation of pension dollars. Markets awaiting US jobs data this week. Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/find-a…

1
No Rate Cuts from The Bank of Canada this Year? 1:03:53

8M ago1:03:53

1:03:53

Tiff Macklem is on deck next week. Bitcoin hits record highs in Canadian dollars. Financial conditions are easing, pushing US equities and inflation higher. Canadian banks report earnings, the mortgage renewal wall is still a very big problem. GDP per capita declines for the sixth straight quarter. Check out industry-leading BMO ETFs here: https://…

1
Canadian Farmers are Bracing for Tough Times Ahead- w/ guest Shaun Haney 1:11:21

8M ago1:11:21

1:11:21

Commodity prices are falling, interest rates are up, and government policy is hurting Canadian farmer profits. Inflation in Canada plummets as retail sales slide. More politicians are looking for rate cuts. Troubles are mounting at European banks. Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/…

1
Higher for Longer? You can thank the US Economy 58:46

8M ago58:46

58:46

CPI inflation came in hot once again in the US. Bond yield volatility surges. Markets removing rate cut expectations. Recessions in Japan and the UK. Construction costs in Canada are finally coming down. The $60M ArriveScam issue. The carbon tax rebrands. Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-trade…

1
Real Estate Crisis Brings Deflation to China 1:04:37

8M ago1:04:37

1:04:37

US jobs numbers come in hotter than expected, boosting bond yields higher. Jerome Powell speaks on 60 minutes interview. Canadians could be jailed for promoting the benefits of oil and gas. China is experiencing deflation, deepening financial woes. Commercial property bust leaks into Europe. eck out industry-leading BMO ETFs here: https://www.bmoga…

1
The Economic Shock Will Come from Outside the US 1:02:20

9M ago1:02:20

1:02:20

Commercial Real Estate is dragging global banks lower. Powell pushes back rate cuts. The return of bidding wars in the housing market? Europe is drifting towards deflation. China property crisis deepens, Evergrande to liquidate holdings. Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/etf-centre…

1
Nobody is Positioned for a Second Wave of Inflation- w/ guest Tian Yang 1:10:26

9M ago1:10:26

1:10:26

Bank of Canada holds rates, but signals transition. Federal Government caps immigration of foreign students. Business bankruptcies in Canada are soaring. US GDP comes in hot, defies recession calls. ECB holds rates. China financial risks and how they impact Vancouver Real Estate. Special interview with Tian Yang, CEO of global macro research firm V…

1
Hopes of Rate Cuts from the Bank of Canada are Starting to Fade 1:14:00

9M ago1:14:00

1:14:00

Core inflation in Canada came in hotter than expected. Immigration continues to pressure shelter inflation, creating further challenges for the Bank of Canada. The Feds contemplate limiting foreign students in several provinces. Bond yields push higher. Nuclear energy coming to Alberta. The World Economic Forum kicks off. Check out industry-leading…

1
Inflation Jumps Higher than Forecasted- w/ guest Jared Dillian 1:09:15

9M ago1:09:15

1:09:15

Inflation remains sticky but the Fed will still cut. Could this spark a second wave of inflation? Guest Jared Dillian, author of The Daily Dirtnap suggests the stock market is on the cusp of a pull-back. Trading sentiment tops and bottoms. The striking similarities between US stocks and Canadian housing. Property taxes surge in Canadian cities. Pre…

1
The Perils of The Green Energy Transition- w/ guest Doomberg 1:16:53

10M ago1:16:53

1:16:53

We interview energy expert, and popular newsletter writer Doomberg on the green energy transition. Net zero cars, nuclear energy, solar and wind, this is a masterclass on all things energy. There are no solutions, only trade offs, and Doomberg provides the sobering reality Canadians face in the years ahead as governments push climate policy. Check …

1
Is Canada on the Verge of a Debt Crisis? 1:08:20

10M ago1:08:20

1:08:20

We discuss Pierre Poilievres video that has gone viral regarding a potential debt crisis in Canada. Our total debt to GDP sits at 305% and is one of the highest in the G20. This has garnered responses from Chrystia Freeland, the mainstream media, and various economists. What does the Loonie Hour think? Check out industry-leading BMO ETFs here: http…

1
Canada Mandates Zero-Emission Vehicles During Cost of Living Crisis 1:18:38

10M ago1:18:38

1:18:38

All vehicles sold in Canada must be hybrid or electric by 2035. We interviewed transportation energy expert David Rapson to discuss the economic impacts and the viability of the mandates. Reckless population growth running at highest levels in nearly 70 years. Canada CPI still sticky. Financial markets flirting with no landing or a soft landing. Ch…

1
Did Central Banks Just Pivot? 1:01:26

10M ago1:01:26

1:01:26

The Fed shocks the market with a dovish outlook, forecasts 3 rate cuts next year. Bond yields tumble. Is a soft landing a fantasy or reality? Canadian mortgage rates are falling along with home prices. See omnystudio.com/listener for privacy information.โดย Steve Saretsky

1
Waiting on the Bank of Canada to Cut Rates 1:12:42

11M ago1:12:42

1:12:42

The Bank of Canada held rates again. Markets are expecting 100bps of rate cuts in 2024. Bond yields continue to tumble. Will housing perk up? Keep an eye on US non-farm payrolls. COP 28 brings big promises and big problems for Canadian oil and gas. Who is the most dangerous man in Canada? Check out industry-leading BMO ETFs here: https://www.bmogam…

1
Canadian Banks Bracing For a Weaker Economy 59:34

11M ago59:34

59:34

Canadian banks reported earnings this week. Nearly all of them significantly increased their provision for loan losses. The economy contracted in Q3. Markets are betting on the BoC to cut rates next year. US still holding up. Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/etf-centre/?ecid=dw-LH…

1
Without Nuclear Canada's Energy Transition is Doomed, w/ guest Dr. Chris Keefer 1:16:42

11M ago1:16:42

1:16:42

We interview the president of Canadians for Nuclear energy Dr. Chris Keefer to discuss nuclear energy and why the current government has suddenly taken a u-turn on nuclear energy policy. We then discuss the Federal budget update, housing funds and the AirBnb changes coming. CPI in Canada falls back to within the BoC's target, and comments from Tiff…

1
How to Slow Canada's Food Inflation Problem - with guest The Food Professor 1:09:32

11M ago1:09:32

1:09:32

Dr. Sylvain Charlebois aka The Food Professor joins the podcast to discuss food inflation hitting Canadian wallets. His Battle with the Bank of Canada, and the impacts of the carbon tax. Keith and Steve then discuss the recession playbook. US CPI, jobless claims and the bond trade. Are we at a turning point? Check out industry-leading BMO ETFs here…

1
Canada's Biggest Retailers Warn Consumers are Tapped Out 59:54

11M ago59:54

59:54

Bank of Canada flags government spending in 2024. Canadian Tire and its chain of retailers warn about weak consumer demand, job cuts. BC Government unveils drastic housing supply changes. Arrive Canada Scam heats up. Feds Jay Powell spooks markets. Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds…

พอดคาสต์ที่ควรค่าแก่การฟัง

Mohit Chawla พอดคาสต์

พอดคาสต์ที่ควรค่าแก่การฟัง

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