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...

In this episode of The Canadian Investor Podcast, Simon and Dan take a deep dive into NeoClouds and the increasingly important role debt plays in the AI infrastructure boom. They explain how companies like CoreWeave finance massive GPU purchases, why its unsecured bonds are now trading at distressed...

Montreal was building gentle density a century before anyone called it “missing middle.” Nick and Dan go back to the Lachine Canal factory boom and a 10 foot setback rule that pushed staircases outside and gave the city its look. They get into the original house hack (owner downstairs, t...