PwC and ULI’s 2027 Emerging Trends report says Canadian real estate is now an infrastructure story. Nick and Dan break down the three forces driving the money: power, defence and an aging population. They also cover what each one means and how it will impact investors. Read the report: https:/...

In this episode of The Canadian Investor Podcast, Simon and Dan compare two of the biggest IPO stories of 2026: SpaceX and Anthropic. While both companies have major exposure to artificial intelligence, their business models, financial profiles and risks couldn't be more different. They break down S...

In this episode of The Canadian Macro Investor, Simon and Dan break down the Bank of Canada’s latest rate hike and the major shift in its inflation outlook. The Bank now expects inflation to remain elevated for longer, has pushed its return to the 2% target out to 2028, and is openly acknowled...

The Bank of Canada just raised rates for the first time since 2023, taking the overnight rate from 2.25% to 2.5%. The economy isn’t booming, so why now? Nick and Dan explain how oil and the Middle East conflict are pushing the Bank to act, and recap the full ride from the 2022 hikes to the 202...

In this episode of The Canadian Investor Podcast, Simon and Dan start with the Bank of Canada’s latest 25-basis-point rate hike and discuss why sticky inflation, energy costs and a weaker Canadian dollar could be complicating the outlook for rates.  They then turn to the Anthropic S-1, wh...

Ottawa just put $2 billion on the table for the new National Heat Pump Rebate: up to $10,000 if you’re below median income, $2,000 for everyone else. Nick and Dan go through the fine print. You get one rebate per person, not per property, and the $1,400 savings claim covers oil and baseboard h...