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 ...

In this episode of The Canadian Investor Podcast, Simon and Dan break down a packed week of earnings, acquisitions and market-moving news. They start with Reddit after the stock’s sharp decline despite strong revenue and profit growth. The bigger concern is user growth, as Google’s AI Ov...

PwC and ULI’s 2027 Emerging Trends report says Canadian real estate is now an infrastructure story. Nick and Dan break down the three forces driving the money: power, defence and an aging population. They also cover what each one means and how it will impact investors. Read the report: https:/...

In this episode of The Canadian Investor Podcast, Simon and Dan compare two of the biggest IPO stories of 2026: SpaceX and Anthropic. While both companies have major exposure to artificial intelligence, their business models, financial profiles and risks couldn't be more different. They break down S...