Best Mohit Chawla Podcasts (2024)

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

4h 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

4h 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

29m 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

22d 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

25d 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

10d 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

27d 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

1M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

3M 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

4M 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

4M 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

4M 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

4M 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

5M 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

5M 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

5M 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

5M 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

5M 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

6M 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.By Steve Saretsky

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

6M 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

6M 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

6M 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

7M 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

7M 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…

1
Consumer Confidence in Canada Plummets to Lowest Levels since 1982 1:09:52

7M ago1:09:52

1:09:52

Confidence plunges as recession hits Canada. Bond yields retrace as Central Banks signal end of hiking cycle. Carbon tax divides Canadian provinces as affordability crunch deepens. Home sales weaken in October. Loonie Hour Live in Toronto tickets https://www.eventbrite.com/e/the-loonie-hour-live-in-toronto-tickets-742892650917 Check out industry le…

1
Bank of Canada Says Inflation Will Return to Target in 2025 1:07:51

7M ago1:07:51

1:07:51

Bank of Canada holds rates, says global bond yields are doing the tightening. Inflation back to target in 2025. Canadian banks cutting jobs and selling loans. The ECB hits the panic pause. HSBC says the world is at "tipping point". Universal basic income surfaces in Canada. Try out Canva for Teams! Get an extended 45-day trial here: https://canva.m…

1
The Bond Bear Market Could Derail the Global Economy - w/ guest Mike Green 1:12:45

8M ago1:12:45

1:12:45

Economic growth prospects continue to be revised higher, what are we all missing? Inflation slows in Canada. Business outlook sours. Canada's banking regulator succumbs to political pressures. Try out Canva for Teams! Get an extended 45-day trial here: https://canva.me/looniehour See omnystudio.com/listener for privacy information.…

1
Canada Will Have the Largest Economic Growth in the G7 Next Year? 1:00:21

8M ago1:00:21

1:00:21

We discuss the implications of the turmoil in the middle east from a markets perspective. The IMF predicts Canada to have the largest economic growth in the G7 next year. US CPI remains sticky, securing central banks to hold rates. Bond volatility continues unabated. Try out Canva for Teams! Get an extended 45-day trial here: https://canva.me/looni…

1
The Canadian Housing Slump is Back On 1:06:41

8M ago1:06:41

1:06:41

Recent data out of Vancouver & Toronto points to a marked slowdown in September that looks poised to continue into Q4. Bond yields accelerate higher. Manufacturing data continues to weaken. China Coal usage ramps up. Reserve Bank of Australia moves firmly to the sidelines. Try out Canva for Teams! Get an extended 45-day trial here: https://canva.me…

1
Canadian Economy Accelerating into Hard Landing 1:08:43

8M ago1:08:43

1:08:43

Local governments raising taxes as interest payments rise and tax revenues fall. Bond market contagion deepens as yields surge higher. Canadian mortgage renewals becoming a bigger problem. Business and consumer sentiment tumbles. Household savings are depleted. Try out Canva for Teams! Get an extended 45-day trial here: https://canva.me/looniehour …

1
Bond Market Crushing Soft Landing Hopes 1:02:28

8M ago1:02:28

1:02:28

Canada CPI comes in hot. Bond yields ripping higher over inflation concerns. Oil continues to push higher which will act as a hard brake on the economy. Powell dismisses the base case for a soft landing. The Bank of England moves to the sidelines. Airlines in the eye of the storm. Try out Canva for Teams! Get an extended 45-day trial here: https://…

1
Interest Rates at these Levels Will Break Things- w/ guest Ben Rabidoux 1:14:59

9M ago1:14:59

1:14:59

We are joined this week by Canadian credit and housing analyst Ben Rabidoux. Insolvencies are ratcheting higher, the pre-sale market remains the biggest vulnerability. Mortgage rates are starting to break household balance sheets. Immigration is out of control. Canada apartment rents are still rising. The ECB hikes. US inflation still sticky. Try o…

1
Has the Recession Already Started in Canada? 57:28

9M ago57:28

57:28

The Bank of Canada holds interest rates. Q2 GDP unexpectedly contracts, defying Bank of Canada forecasts. Higher mortgage rates are starting to hit households hard. China & Germany have hit the brakes hard. The ECB could shift to the sidelines. US apartment rents are likely to contract in September, with implications on CPI. ---------- Check out Ad…

1
Provincial Governments Urge Bank of Canada to Stop Rate Hikes 1:00:17

9M ago1:00:17

1:00:17

Canadian banks report rising loan loss provisions. The Federal Government admits to undercounting non-permanent resident growth by a million people. The BC government pleads with the Bank of Canada ahead of the September 06 meeting. The US labour market shows signs of softening. Check out Addy! The largest institutional-grade commercial real estate…

1
Are There Still Issues Brewing Inside the Banks? 58:49

9M ago58:49

58:49

The Federal government is back from their housing retreat with no real changes other than a further review into foreign student loopholes. Regional bank stocks are tumbling once again. Jackson Hole, hawkish fed? Fixed mortgage rates back on the climb AGAIN. See omnystudio.com/listener for privacy information.…

1
Inflation Bounces Higher as Global Bond Yields Hit 15 Year High 58:55

10M ago58:55

58:55

Inflation in Canada jumped well above expectations in July, hitting 3.3%. Markets are now expecting no landing, pushing global bond yields to a 15 year high. The Panda in the room is only growing larger as the Chinese property market reaches a tipping point. Provincial governments fight back on green transition. See omnystudio.com/listener for priv…

1
Prices are Contracting in the World's Second Largest Economy 1:09:35

10M ago1:09:35

1:09:35

Consumer and producer prices in China are now outright contracting on an annual basis. US CPI inflation is nearly back on target, but how do you factor in base effects and lagging shelter prices? The largest retailer in Canada delivers ominous warning about the shape of Canadian households. See omnystudio.com/listener for privacy information.…

1
Are we in the Early Stages of a Sovereign Debt Crisis? - w/ guest Brent Johnson 1:09:09

10M ago1:09:09

1:09:09

Markets are shorting the USD at a record pace and that could backfire very soon. Our special guest Brent Johnson, views the USD as the ultimate flight to safety and thinks that need for safety could return as volatility erupts in global bond markets. Troubles are brewing in China and Japan. The new housing and immigration ministers say they have no…

1
Surging Interest Rates Set to Squeeze Canadian Households Further 1:14:26

10M ago1:14:26

1:14:26

Interest rates are rising once again as economic growth remains resilient for now. The Fed and the ECB raise rates once again. The federal government has a new housing minister. Thank you to our sponsors of this live event: BMO ETFs https://www.bmo.com/main/personal/investments/etf/ Canadian Western Bank https://www.cwbank.com/en/business Greater V…

1
Canadian Oil, Economic Prosperity, and Navigating the Energy Transition 1:11:00

11M ago1:11:00

1:11:00

We are joined this week by Professor David Rapson, an expert on energy markets and climate policy, with a recent focus on electric vehicles and transportation decarbonization. We debunk and discuss energy markets. Later in the show we discuss recent inflation in Canada, downside surprises, and mortgage relief proposals. The Loonie Hour is going liv…

1
The Hits Keep Coming, Bank of Canada Delivers Another Rate Hike 1:07:10

11M ago1:07:10

1:07:10

The Bank of Canada raised interest rates another 25bps, bringing the overnight rate to its highest point since 2001. US CPI tumbles below expectations. Producer prices keep falling. Used car prices are crashing. China issues could destroy a lot of economic forecasts. The Loonie Hour is going live in Vancouver and Calgary. Come join us for drinks, a…

1
Financial Watchdog Asks Canadian Banks to Ease Pain on Mortgage Holders 1:01:38

11M ago1:01:38

1:01:38

The FCAC has asked Canadian banks to work with borrowers to extend amortizations and reduce prepayment penalties for over leveraged home owners. Real Estate stats in Vancouver & Toronto point to a market that is slowing. The ISM continues to roll over. Waiting for Non-farm payroll to drop. Canada plans largest Uranium plant in the world. The Loonie…

1
Higher for Longer Interest Rates Will Create a lot of Winners and Losers 1:09:16

11M ago1:09:16

1:09:16

Fixed mortgage rates still moving higher. Population growth hits 1.2M in Canada. The Fed and ECB promise further rate hikes. The much talked about recession has not transpired, making the case for higher for longer interest rates. Government debt and the expectation for lower stock returns. The Loonie Hour is going live in Vancouver. Come join us f…

1
Bond Yields Surge Higher as Central Banks Coordinate More Rate Hikes 1:03:49

12M ago1:03:49

1:03:49

Central Banks Coordinate higher Rates. Bond yields suddenly ripping higher once again. The Bank of Canada says house prices concern them. Housing set to slow with mortgage stress test nearing 8%. Where is the recession? Liquidity is actually increasing, pushing stocks higher. See omnystudio.com/listener for privacy information.…

Podcasts Worth a Listen

Mohit Chawla Podcasts

Podcasts Worth a Listen

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