This episode analyzes the recent developments in Canada-U.S. relations, focusing on the rhetoric and policy proposals of incoming U.S. President Donald Trump and the responses from various Canadian political figures. Trump has made alarming statements suggesting the potential use of "economic force" to acquire Canada, coupled with threats of significant tariffs. This has triggered responses from Canadian leaders across the political spectrum, focusing on defending Canada's sovereignty, while also leading to some internal political finger pointing related to recent leadership changes. The situation is further complicated by Trump’s assertion that Canada is heavily subsidized by the US and has caused a significant trade deficit.

This episode analyzes insights from a financial expert regarding the Canadian REIT (Real Estate Investment Trust) sector's potential in 2025. The expert predicts a strong rebound in REIT performance, driven by anticipated interest rate cuts by the Bank of Canada, leading to a potential 10%+ total return. The analysis highlights the undervaluation of the sector and identifies specific REITs with promising growth potential. However, the discussion also flags potential risks, primarily related to inflationary pressures caused by potential US trade policies.

This episode summarizes the market outlook for Canada in 2025, based on insights from Philae Peteron, Chief Investment Strategist at IG Wealth. The analysis suggests a potential for positive returns in the Canadian stock market, particularly the TSX, despite economic headwinds. Key factors include the attractiveness of the TSX relative to the U.S. market, the potential bottoming of oil prices, and the impact of interest rate differentials. While a recession is considered a possibility, the financial sector may find some tailwinds from a steepening yield curve. A weaker Canadian dollar is also expected due to interest rate disparities with the US.