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The $1 Trillion AI Spending Boom & the Race to Make It Profitable with Braden Dennis
Episode 654
The AI spending boom is reshaping much more than the technology sector.
In this episode of the Canadian Macro Show, Simon, Dan and Brayden discuss wh…
3 weeks, 5 days ago
Anthropic Eyes a $2 Trillion IPO While FICO & First Quantum Crash
Episode 653
In this episode of The Canadian Investor Podcast, Simon and Dan break down a packed week of market news, starting with the latest developments at the…
4 weeks ago
Tier Ranking 12 Discount Retail Stocks From Best to Worst
Episode 652
Discount retailers are benefiting as consumers increasingly look for value—but not every discount business is created equal.
In this episode, we rank…
1 month ago
Are Canadian Banks the Next Target in the U.S.-Canada Trade War? With Mark Cohodes and Ben Rabidoux
Episode 651
We sit down with famed short seller Mark Cohodes for a wide-ranging and at times heated discussion about the risks he sees building in Canada.
Cohode…
1 month ago
Berkshire Doubles Down on Housing as Investors Pile Into Canadian Stocks
Episode 650
In this episode, we break down the latest Canadian and U.S. ETF flows, including growing demand for fixed income, gold and crypto, while looking at a…
1 month ago
Two Canadian Stocks Deep Dive: One Boring, One Riding the AI Boom
Episode 649
In this episode, Simon and Dan go deep on two Canadian companies with very different investment stories.
Simon breaks down an under-the-radar Canadia…
1 month, 1 week ago
The Fed Raises Rates — Will the Bank of Canada Follow?
Episode 648
Oil, diesel and jet fuel prices are surging, putting renewed pressure on consumers and inflation. Simon and Dan discuss what higher energy costs coul…
1 month, 1 week ago
Is Adobe Finally Turning a Corner? Dollarama Stays Expensive & Oracle Doubles Down on AI
Episode 647
In this episode of The Canadian Investor Podcast, Simon and Dan break down the latest earnings and developments from several Canadian and U.S. compan…
1 month, 1 week ago
Why Investing Fashion Stocks Is So Hard: 3 Failures & 3 Comebacks
Episode 646
Lululemon was once one of the strongest brands in retail. Now comparable sales are falling, guidance has been cut repeatedly, and investors are askin…
1 month, 2 weeks ago
Bond Yields Are Rising Fast — What It Means for Canada, the US and Homeowners
Episode 645
Bond yields are surging in Canada and the United States, and the implications are starting to ripple across the economy.
In this episode of the Canad…
1 month, 2 weeks ago