Episode #51: Inflation vs Productivity

Stephen Johnston of Omnigence, a private equity firm investing in the construction sector, has a stark warning. He sees a real risk of long-term stagflation (inflation coupled with low productivity and high unemployment) in our present conditions and government policies. His white paper lays out the broad details, but he joins The Hammer to talk about the specific effects in Canada’s homebuilding sector and what will be needed to avoid them. Full interview here.