Lululemon was once one of the strongest brands in retail. Now comparable sales are falling, guidance has been cut repeatedly, and investors are asking whether the company can regain its footing—or whether its best days are behind it. In this episode of The Canadian Investor Podcast, Simon and ...

Bond yields are surging in Canada and the United States, and the implications are starting to ripple across the economy. In this episode of the Canadian Macro Show, Simon and Dan break down why the bond market appears to be pushing back against attempts to contain long-term yields, what rising gover...

GET TICKETS TO CANADA'S #1 MULTIPLEX EVENT: https://realist.ca/community/events/unpacking-multiplexes-toronto   Most Canadians think their home is an investment. And honestly, the data says they are not crazy. Homeowners are dramatically wealthier than renters. In Canada, StatCan showed homeown...

In this episode of The Canadian Investor Podcast, Simon and Dan break down a rough quarter for Lululemon as falling comparable sales, heavier markdowns and weakening international growth raise serious questions about whether the brand can turn things around. They also look at BRP’s latest resu...

GET TICKETS TO CANADA'S #1 MULTIPLEX EVENT: https://realist.ca/community/events/unpacking-multiplexes-toronto   On the Canadian Real Estate Investor podcast, Daniel welcomes Hooman from Alliance REIT ( https://www.alliancereit.com/) to discuss his path from Bay Street lawyer to multiplex develo...

The AI infrastructure boom is running into a growing obstacle: communities and regulators are pushing back against massive data center projects. Simon and Dan look at why opposition to new data centers is accelerating, particularly around electricity demand, utility costs, water usage and the strain...