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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, 2 weeks ago
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
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
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, 3 weeks ago
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 …
1 month, 4 weeks ago
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
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
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 ago
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
Moderna’s Stock Soars and Will CoreWeave’s AI Bet Work?
Episode 635
In this episode of The Canadian Investor Podcast, we break down another busy week of market news and earnings.
We start with Moderna, whose stock mor…
2 months, 1 week ago