Nick & Dan do a comprehensive deep dive on Alberta's real estate market, part of "The Canadian Re Tour" podcast mini-series. We covers Alberta's economic fundamentals, major cities (Calgary and Edmonton), and mid-sized markets, with detailed data on home prices, rents, vacancy rates, and cap rat...

In this mixed earnings and macro episode, Simon and Dan break down Palantir’s explosive growth (and wild stock reaction), Microsoft’s cloud slowdown fears amid massive AI capex, and Starbucks’ underwhelming turnaround outlook. They also dig into what today’s v...

In this bonus episode of The Canadian Investor Podcast , Simon Belanger and Dan Kent break down the market turbulence driving major moves in gold and silver, and discuss why the Fed is “trapped” regardless of who replaces Jerome Powell—using the Kevin Warsh chatter as a...

A January 2026 Senate report called housing "Out of Reach." We look at the report and cover the rental market squeeze, development charges, and regulatory delays that are driving up housing costs across Canada Toronto housing fees are staggering: New homes in Toronto carry approximately $200,000 in ...

Markets have been chaotic over the past few sessions, so we pivot to a mostly-news episode to unpack what’s really driving the volatility. We start with “SaaSmageddon” — the sharp selloff across software stocks following rapid advances in AI, including Claude&...

BMO economist Robert Kavcic forecasts a "long and slow grind" toward housing affordability in Canada⁠ ⁠. Prices have fallen 17% from their 2022 peak, but remain unaffordable for many⁠ ⁠. Investors have exited the market, calling real estate "dead money" compared to equities⁠ ⁠, and Kavcic predicts p...