In this episode of The Canadian Investor Podcast , Simon is joined by Daniel Foch to take a deep dive into Canadian REITs and the major forces reshaping the real estate market. They discuss why residential REITs are facing pressure from falling rents, rising vacancies, and slowing population growth,...

In this episode of  The Canadian Investor Podcast , Simon and Daniel Foch break down the increasingly confusing macro backdrop for Canadian investors. They discuss why Canada’s latest jobs report looked stronger than expected, but may actually make life harder for the Bank of Canada. ...

Every spring, Canadians convince themselves a lakefront cottage will "pay for itself" on Airbnb. Most won't. In this episode, Nick and Dan run the actual 2026 math — Royal LePage's $604K national median, Muskoka's slipping $950K, Atlantic Canada's 11.8% surge — and break down the...

In this episode, we cover several major stories across AI, tech, Berkshire Hathaway, housing, and Canadian banks. We start with Anthropic reportedly moving closer to a potential IPO and what that could mean for the broader AI IPO race. We also break down the latest SpaceX IPO update, including its m...

Ontario just hit a two-year high for publicly visible power-of-sale listings, and CMHC's Spring 2026 report confirms what the headlines miss: national mortgage delinquencies are still calm at 0.24%, but Toronto is up 45% year over year, Ontario is up 35%, and mortgage investment entities are running...

In this episode, we break down the latest CPP Investments annual report and why comparing CPP’s returns directly to the S&P 500 or TSX misses the mark. We discuss CPP’s 7.8% fiscal-year return, its heavy exposure to private equity, real assets and credit, and whether the high...