Is Canada The New Argentina? With Jared Dillian

And Co-host of the @MacroDirtCast

00:00 - Intro
01:32 - The Strength of the US Economy and the Fed's Decisions
03:51 - Implications of Rising Treasury Yields]
06:25 - Are US Stocks Heading for a Pullback?
08:07 - Canada’s Economic Potential and Political Shift
10:37 - The Global Movement for Economic Reform
13:08 - Canada’s Housing Crisis and Its Economic Impact
16:55 - Risks to the Canadian Trade Opportunity
19:48 - Canadian Housing Market Challenges Explained
22:57 - The US Dollar Outlook Amid Tariff Concerns
24:27 - Gold and Canadian Investment Strategies
25:54 - Building a Canadian Investment Position in 2025
29:33 - Vulnerability of US Stocks and Market Rotation
32:33 - Shifting Investment Mindsets in Times of Stress
33:36 - Outlook on Bitcoin and Other Key Markets

*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

#economy #marketanalysis #investing #stockmarket #bonds #investing #fed #usdollar #nasdaq #bondmarket #monetarypolicy #inflation #investmentstrategy #talkshow #podcast #trumppresidency #bondyields #tradinginsights #tariffs #trade #monetarypolicy #federalreserve #financialbubble #sovereigndebtcrisis #economicdata #canada #jareddillian #jobsreport #nonfarmpayroll

[maggielake-talkingmarkets]

01:32 - The Strength of the US Economy and the Fed's Decisions
03:51 - Implications of Rising Treasury Yields]
06:25 - Are US Stocks Heading for a Pullback?
08:07 - Canada’s Economic Potential and Political Shift
10:37 - The Global Movement for Economic Reform
13:08 - Canada’s Housing Crisis and Its Economic Impact
16:55 - Risks to the Canadian Trade Opportunity
19:48 - Canadian Housing Market Challenges Explained
22:57 - The US Dollar Outlook Amid Tariff Concerns
24:27 - Gold and Canadian Investment Strategies
25:54 - Building a Canadian Investment Position in 2025
29:33 - Vulnerability of US Stocks and Market Rotation
32:33 - Shifting Investment Mindsets in Times of Stress
33:36 - Outlook on Bitcoin and Other Key Markets

[jeffreyharrison]

Thank you. Enjoyed this episode and just subscribed!

[AmazianLinsation]

Definitely, parents in their senior years should be visited as frequently as possible

[nickhornsey]

You are right about UK but we have 4.5 years to go yet 😩. Great show Maggie. Jared is a great guest. Thanks

[Jake-defr]

Things in Canada are not that bad. Poillieve, like Trump will have you believe the world is caving in on our countries. Standard of living is pretty good right now. It is not the fault of the government that people are willing to pay ridiculous amounts on a house when they probably can’t afford it. Why can’t people live within their means? I am not shedding any tears that people spend so much on their mortgages

[patrickusereau]

Canadian here. I can say with absolute positivity that Jared does not know what the hell he is talking about. Be careful out there.

[jamesdlow]

I disagree that FX markets are pricing in tariffs on Canada. Fx markets for AUD and CAD are pricing in deflation in China, tariffs on China, possible CNY devaluation and repercussion for countries that export commodities to China.

[highthereguys]

Housing in Canada is about to take an absolute massive dump. 4.9M visas expire this year, if half of those people leave that’s 5% of the population. Literally no one can afford to buy a house and even people living in their houses can’t afford them. Debt levels are through the roof. This dude XD

[highthereguys]

He didn’t realize Canadian natural resources is one of our biggest oil companies, he thought it meant just resources lol

[banana-lakefishing]

Don’t be surprised if Tim Cook announces his “retirement” in 2025.

[jeljel]

while it was echoey, that's the best you sounded, I didn't need to have my laptop volume cranked to 100 to hear you. I think you should put that mic in your home studio, it seems to do a much better job

[TM-frgh]

Maggie, here's some crazy info for you when you discuss Canada next. I have many friends who started working for the Canadian government during the pandemic. Most of them don't do anything. They just have a couple of meetings and send a couple of emails, and they work from home. A few of them are secretly working second full time jobs from home. That's the only way they're able to afford living, especially their mortgage payments. Shrinking the Canadian government could paradoxically backfire the same way it could in the US after Trump takes office. If I'm not mistaken, something like 50-60 percent of Canadian jobs rely directly or indirectly on government spending / grants etc. You'll have to ask the experts about that one!

[karld]

I like Jared but this is an incredibly naive take. You don't fix an economy that is rotten to the core by cutting a few taxes and regulations. Canada, like Australia, is going to take a generation to fix. Argentina is different because they barely have an economy at all, so the upside potential is huge.

[bryanmorrow]

Jared, please don't talk about Canada or its stock markets until you get informed and trust me, you are NOT informed. Canadian Natural Resources is also a company. A Huge company. Ticker: CNRL. Also, the Vancouver exchange is not only a wild west market so get some advice. Think Rick Rule. He knows our market like the back of his hand.

[ericfrith]

Exhausted by the market views based on political affiliation.

[davidobront]

jared is painfully oblivious to canada's economic reality

[dailydoseofnews]

The economy is not strong. Look at total people employed, has been flat since july 2023 while weekly working hours is down to levels only seen in recessions.

So we got same amount of ppl working but fewer hours. We are already in a recession hidden by inflation.

[brianpereira]

Canada is definitely not the best investment place at the moment. Over a decade from now it might be after the cleanse.
Mexico, Brazil are certain value plays but there is no value in Canada.

[douglasthompson]

A Tallahassee lassis…..yes with the resignation of Trudeau, things industrial can only go up. I see a dramatic difference coming. With the Conservative party taking over, Canada has tremendous upside.

[bryanmorrow]

Look out below if the Carney-Man wins. He's at least as left as Trudeau and probably more left. If he loses look out for the Canadian oils. I can hear the boom from here!