The Loonie Hour Precious Metals, Crypto, and the SAAS Crash
43 snips
Feb 6, 2026 Markets are rattled as precious metals and crypto plunge and volatility ripples through private credit. AI threatens SaaS pricing and margins, raising worries about valuations and lender exposure. Housing markets in Canada show steep sales drops while EV rebates return. Discussion touches on deflation risks, policy shifts, and where volatility might create investment openings.
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Listener Offer Opens A Nuclear Tour
- Keith was invited to tour an Ontario nuclear plant by a listener named Alan and plans to follow up.
- The story shows how audience connections can open unique local access and reporting opportunities.
Hold Liquidity To Buy The Slingshot
- Keep cash and liquidity ready to buy into oversold markets; opportunity arises when volatility creates deep discounts.
- Stay disciplined: only increase exposure when prices and fundamentals align with your risk tolerance.
Crypto Drawdown Intensifies Risk-Off
- Crypto has experienced large drawdowns (Bitcoin ~40%, Ethereum >50%), amplifying sentiment shifts across risk assets.
- Market narratives (e.g., Fed positioning) can accelerate liquidations in speculative corners like crypto.