Nick sits down with Frankie Porco and Brendan Farrow of Platform Insurance, a Toronto brokerage focused on insurance and bonding for developers and builders. Since CMHC added a bonding requirement to MLI Select, bonding has gone from a public infrastructure product to something almost every purpose ...

In this episode of The Canadian Investor Podcast, Simon and Dan break down the extraordinary story surrounding Nvidia CEO Jensen Huang, his admitted affair with a Chinese businesswoman, and allegations from U.S. intelligence that she may have been recruited by Chinese intelligence. They discuss the ...

Ottawa says it’s extending the foreign buyer ban, but the law still ends it January 1. Nick and Dan go through Budget 2026 and sort what’s law from what’s only proposed. They cover the new 90% insured loan on triplexes and fourplexes (it’s 30 years and tests your income, not ...

In this episode of The Canadian Investor Podcast, Simon and Dan revisit the AI trade after a brutal stretch for technology stocks and ask whether the market is finally starting to question the enormous amount of capital being poured into artificial intelligence. They start with Anthropic’s ame...

In this episode of The Canadian Macro Investor, Simon and Dan break down a brutal day for markets as the Nasdaq plunges and semiconductor stocks get hit especially hard. They discuss the role leverage and forced selling may be playing in the decline, why memory stocks can look deceptively cheap at t...

Land can make you rich while producing nothing, and that’s both the appeal and the danger. Nick and Dan look at why Toronto high density land is trading 37 per cent below its 2021 peak while Canadian farmland rose 9.3 per cent in 2025. They cover the six reasons people buy land and how Canada ...