Canada’s economic bubble is starting to burst. Portfolio manager Danielle Park joins Jay Martin to unpack why Canadian housing is cracking, why boomers and millennials alike are overleveraged, and how investor psychology mirrors the final stages of every bubble. From soaring household debt and collapsing home equity to U.S. tech overconcentration and the “fragile decade” before retirement, this is a sobering look at what’s next for North American markets and how investors can protect themselves before the music stops.

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0:00 Why is the Canadian economy breaking down?

7:00 What happens when mortgages renew at higher rates?

11:50 Is real estate still a good investment—or a dangerous myth?

22:20 How does Canada’s lack of tech exposure compare to the U.S.?

23:30 Are investors repeating the same mistakes as in housing?

31:10 What is the “fragile decade,” and why is it so risky?

43:25 Why is private equity entering pension funds—and what’s the risk?

53:00 Can Canada survive simultaneous housing and equity bubbles?

59:00 Are younger generations more resilient than boomers?

#7 ...und haben harmonischen Krach

Treffen sich Drei

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