We are joined by friend of the show Ben Singer, of SR Law, Ben, maintains a general commercial real estate practice, including acquisitions, dispositions, financing as well as an emphasis on condominium and sub-division development. TORONTO MULTIPLEX EVENT Try it NordVPN risk-free now with a 30-day ...

Nvidia ( NVDA ) delivered another massive quarter, with data center revenue surging and management forecasting extraordinary growth ahead. But as the AI buildout gets larger, Nvidia is also becoming increasingly involved in financing, demand guarantees and other arrangements across the AI ecosystem....

Part 2 picks up at 2008. Canada dodges the financial crisis, decides it's bulletproof, and spends a decade building brakes (four Flaherty tightenings, foreign buyer taxes, two stress tests) all pointed at demand, while barely touching supply. Then free money in 2020, the February 2022 peak, and the ...

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 start with Royalty Pharma, a unique business that finances pharmaceutical and biotech products in exchange for future royalty streams. We break d...

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 trade tensions and what they could mean for the Canadian economy. They discuss why the trade war could weigh on consumer confidence, business investment...

Canada has never had a housing market, it has a housing policy, and the market is what happens downstream. Part 1 traces 100 years of deliberate decisions: 50% down mortgages that detonated in the Depression, CMHC inventing leverage in 1954, the 1972 tax exemption that made your house the best shelt...