The Fiscal Bazooka is Coming- w/guest Kevin Muir

We'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.Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourSchedule a call with IceCap Asset Management: https://icecapassetmanagement.com/contact/✉️ Media & Real Estate Inquiries: [email protected] up to date with our information -📫 My Real Estate Substack: https://stevesaretsky.substack.com📫 The Loonie Hour Substack: https://looniehour.substack.com/about📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour🎙️ Listen to the Podcast on Your Preferred Platform:https://linktr.ee/looniehour[10/07/26, 7:48:33 PM] ~ Jeff: Timestamps:00:00 Introduction04:49 Oil, Iran, Pipelines, And More08:24 Introducing Kevin Muir13:10 Opposing Views14:02 Will The Bank of Canada Cut Rates?15:29 Why The Feds Could Turn Hawkish17:24 The Bond Market and Kevin Warsh20:18 Rate Hike Probability23:17 A Different Rate Cycle26:04 Modern Monetary Theory27:19 Government Spending In Inflation29:20 The Pipeline Story and Fiscal Spending30:02 Did Deficits Help The U.S.?32:08 The Rest Of The World Follows35:37 Canada's Financial Position Globally37:26 Could Canadian Capital Return Home?38:54 Another Global Stimulus?39:40 The NATO Defense Spending Expansion41:12 Canada's Looming Commodity Boom44:10 The MMT and Politics44:55 The Next Major Commodity Cycle51:26 Why Oil Became An Attractive Investment54:05 Long Term Bullish Oil Thesis1:01:26 What's The Next Market Bubble?1:05:18 Canadian Growth May Take Years1:06:29 The Alberta Pipeline Story1:09:39 Canada's Economic Outlook Improves1:10:00 Is Defense Spending Economically Productive?1:12:13 Canada's Trade Surplus1:12:57 All Eyes On The BOC's Next MeetingDisclaimer: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 #canada #macroeconomics