In this episode of The Canadian Investor Podcast, Simon is joined by Mark McGrath, a CFP and advice-only financial planner focused on helping Canadian physicians with comprehensive financial planning. Mark explains how advice-only planning works, how it differs from traditional portfolio management,...

In this live episode of The Canadian Macro Investor Podcast, Simon and Dan break down the recent intervention in the Japanese yen and why it matters for global bond markets, U.S. Treasury yields, mortgage rates and the yen carry trade. They discuss why Japan and the U.S. may have stepped in, how the...

If you bought a Canadian condo near the peak of the market, you may now be underwater, or losing money every month just to keep it. In this episode, Daniel and Nick tackle one of the hardest decisions facing Canadian homeowners and real estate investors: should you hold on, rent the property ou...

In this episode of The Canadian Investor Podcast, we break down a packed week of earnings and market news, starting with Goodfood filing for bankruptcy protection and what went wrong for the meal-kit business. We then look at Alimentation Couche-Tard’s proposed acquisition of Poland’s Za...

Nick & Dan are joined by Jacob Cohen , President of Daniels Corp. for a field report from inside a GTA development company. Why an activity slowdown worries developers more than falling prices, which input broke first: land, construction costs, rates, or sales velocity, and what still makes sense to...

In this episode of The Canadian Investor Podcast, we look at four stocks that are on our radar right now, including a mix of well-known names and smaller Canadian companies that may be overlooked by investors. We start with Netflix, which has fallen sharply from its highs and now looks much more rea...