EPISODE · May 9, 2025 · 1H 17M
US & Canada : Partners in Prosperity
from SKEPTIC’S GUIDE TO INVESTING · host Steve Davenport, Clement Miller
Please text and tell us what you likeWe explore the potential seismic shift in US-Canada relations following Mark Carney's election as Prime Minister of Canada and the implications for North American economic integration.• Moving back to centrist economic policies in both the US and Canada• Canada's competitive advantage in natural resources was ignored under Trudeau• The historical importance of the proportionality clause in US-Canada trade agreements• Why Calgary might become an economic powerhouse like Houston or Dallas• The weaponization of the US dollar against Russia has damaged trust in treasuries• Gold and Bitcoin emerging as potential anchors in a new monetary system• Trump's tariff tactics may be positioning for a larger deal on natural resources• Northern Ontario's rare earth deposits represent critical supply chain opportunity• Potential deregulation of US banks returning to pre-Dodd-Frank lending conditions• Investment opportunities in tech, gold, Bitcoin, pipelines, and corporate bondsThe midterm elections will be crucial for determining if Trump can translate executive orders into durable legislation that reshapes the North American economic relationship. Straight Talk for All - Nonsense for NonePlease check out our other podcasts:https://skepticsguidetoinvesting.buzzsprout.comDisclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.
What this episode covers
Please text and tell us what you like We explore the potential seismic shift in US-Canada relations following Mark Carney's election as Prime Minister of Canada and the implications for North American economic integration. • Moving back to centrist economic policies in both the US and Canada • Canada's competitive advantage in natural resources was ignored under Trudeau • The historical importance of the proportionality clause in US-Canada trade agreements • Why Calgary might become an econo...
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US & Canada : Partners in Prosperity
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