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Bond Yields Are Rising Fast — What It Means for Canada, the US and Homeowners
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

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Lululemon’s Brand Crisis Deepens & Trump Targets Canadian Companies
Lululemon’s Brand Crisis Deepens & Trump Targets Canadian Companies

Episode 644

In this episode of The Canadian Investor Podcast, Simon and Dan break down a rough quarter for Lululemon as falling comparable sales, heavier markdow…

1 month, 3 weeks ago

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Data Center Revolt and the Best Ways to Invest in Pharma & Biotech
Data Center Revolt and the Best Ways to Invest in Pharma & Biotech

Episode 643

The AI infrastructure boom is running into a growing obstacle: communities and regulators are pushing back against massive data center projects.

Simo…

1 month, 3 weeks ago

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The BoC Is Concerned About Inflation & Bond Yields Hit New Multi-Year Highs
The BoC Is Concerned About Inflation & Bond Yields Hit New Multi-Year Highs

Episode 642

Bond yields are climbing, energy prices are surging, and central banks are being forced to navigate an increasingly complicated inflation picture.

Si…

1 month, 3 weeks ago

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Nvidia’s AI Boom Gets Bigger, Canadian Banks Hold Up and Dollar Tree’s Turnaround
Nvidia’s AI Boom Gets Bigger, Canadian Banks Hold Up and Dollar Tree’s Turnaround

Episode 641

Nvidia (NVDA) delivered another massive quarter, with data center revenue surging and management forecasting extraordinary growth ahead. But as the A…

1 month, 4 weeks ago

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Two Stocks That Could Surprise Investors | AppLovin & Royalty Pharma Deep Dive
Two Stocks That Could Surprise Investors | AppLovin & Royalty Pharma Deep Dive

Episode 640

In this episode of The Canadian Investor Podcast, we do a deep dive on two companies we haven’t covered much before: Royalty Pharma and AppLovin.

We …

2 months ago

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The Canada-U.S. Trade War Fallout with Ben Rabidoux and Ron Butler
The Canada-U.S. Trade War Fallout with Ben Rabidoux and Ron Butler

Episode 639

In this episode of Canadian Macro, Simon and Dan are joined by Ben Rabidoux and Ron Butler for a wide-ranging discussion on the renewed U.S.-Canada t…

2 months ago

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Canadian Banks Start Strong as Walmart and Intuit Slow Down
Canadian Banks Start Strong as Walmart and Intuit Slow Down

Episode 638

In this episode of The Canadian Investor Podcast, we break down the latest earnings from major U.S. retailers, Canadian banks, and one beaten-down so…

2 months ago

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10 Investing Mistakes That Can Wreck Your Portfolio
10 Investing Mistakes That Can Wreck Your Portfolio

Episode 637

In this episode of The Canadian Investor Podcast, we break down 10 common mistakes that investors make and how they can hurt long-term returns.

We di…

2 months, 1 week ago

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Trade Deal Hopes, Consumer Weakness, and Bond Market Jitters Send Gold & Bitcoin Higher
Trade Deal Hopes, Consumer Weakness, and Bond Market Jitters Send Gold & Bitcoin Higher

Episode 636

In this episode of Canadian Macro, Simon and Dan break down a busy week for inflation, trade, bonds, currencies and commodities.

They start with the …

2 months, 1 week ago

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