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Anthropic IPO Nears, Meta Raises $97.5B & Celestica’s AI Boom Accelerates
Episode 664
In this episode of The Canadian Investor Podcast, Simon and Dan start with the Bank of Canada’s latest 25-basis-point rate hike and discuss why stick…
6 hours ago
NeoClouds & the Debt Problem Behind the AI Boom
Episode 663
In this episode of The Canadian Investor Podcast, Simon and Dan take a deep dive into NeoClouds and the increasingly important role debt plays in the…
3 days, 6 hours ago
SpaceX Growth Explodes, Netflix’s Slowdown & BlackRock’s Big Warning
Episode 662
In this episode of The Canadian Investor Podcast, Simon and Dan kick off earnings season with SpaceX, where revenue surged 161% as AI and Starlink gr…
1 week ago
Where We’re Finding Value in an AI-Obsessed Market — With Braden Dennis
Episode 661
Braden Dennis returns to The Canadian Investor as Simon and Dan look beyond the handful of mega-cap stocks driving much of today’s market and ask a s…
1 week, 3 days ago
Is the Economy Starting to Crack? Inflation, Housing & Consumer Stress
Episode 660
In this episode of The Canadian Macro Investor, Simon and Dan dig into growing stress beneath the AI infrastructure boom. CoreWeave’s debt is now tra…
1 week, 5 days ago
ASML Can’t Keep Up With Demand While CoreWeave Starts to Crack
Episode 659
In this episode of The Canadian Investor Podcast, Simon and Dan break down growing stress at CoreWeave as its unsecured bond yields surge to roughly …
2 weeks ago
AI Is Creating Opportunities in Engineering Stocks & Why McDonald’s Is Spending Billions to Reignite Growth
Episode 658
In this episode of The Canadian Investor Podcast, Simon and Dan look at the sharp selloff in engineering firms like WSP Global, Stantec and AtkinsRéa…
2 weeks, 3 days ago
Could U.S. Elections Slow the AI Data Centre Buildout? + Millennial Moron on Housing & Population Growth
Episode 657
In this episode of the Canadian Macro Show, Simon and Dan break down another surge in bond yields and what higher borrowing costs could mean for mort…
2 weeks, 5 days ago
Big Canadian Deals, Micron’s AI Boom & Nike Continues to Struggle
Episode 656
In this episode of The Canadian Investor Podcast, Simon and Dan break down a busy week of Canadian dealmaking, including the kmassive Emera–Canadian …
3 weeks ago
Lessons From 4 Market Leaders That Destroyed Their Moats
Episode 655
What causes a dominant company to lose an advantage that once looked almost impossible to disrupt?
In this episode of The Canadian Investor Podcast, …
3 weeks, 3 days ago