In this episode of the Canadian Macro Show, Simon and Dan break down another surge in bond yields and what higher borrowing costs could mean for mortgages, housing, construction and the broader economy. They also discuss the growing political backlash against AI data centres as communities push back...

Death and divorce move more Canadian real estate than any rate change. Nick and Daniel break down what happens to the house when a couple splits or a parent passes: who really owns the matrimonial home, how buyouts get financed, the tax CRA charges at death, why putting a kid on title can backfire, ...

In this episode of The Canadian Investor Podcast, Simon and Dan break down a busy week of Canadian dealmaking, including the kmassive Emera–Canadian Utilities merger, Cenovus buying Athabasca Oil, and another major acquisition involving the Weston family.  They also revisit Cobre Panama, ...

The Bank of Canada is holding rates, but fixed mortgage quotes are still going up. Dan and Nick explain how rising bond yields push fixed rates higher, why more borrowers are choosing variable again, and what to check before you pick: payment changes, trigger rates, penalties and whether your budget...

What causes a dominant company to lose an advantage that once looked almost impossible to disrupt? In this episode of The Canadian Investor Podcast, Simon and Dan look at four companies that were once leaders in their industries but made strategic decisions that helped erode their competitive advant...

The AI spending boom is reshaping much more than the technology sector. In this episode of the Canadian Macro Show, Simon, Dan and Brayden discuss why massive AI infrastructure spending is increasingly competing for capital, how that could be contributing to higher bond yields and borrowing costs, a...