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A full breakdown of CBRE's 2026 Canada Real Estate Market Outlook, all 42 pages, every sector, every major market. With GDP slowing, the Bank of Canada holding at 2.25%, and CUSMA under review in July, the episode unpacks what uncertainty means for investors and where the opportunities are. Office i...
In this episode, we break down the market’s reaction to the announced ceasefire between the U.S. and Iran and what it means for investors. With oil prices pulling back sharply and equities rallying, we discuss why this remains a highly headline-driven market—and why having a clea...
Canada's housing crisis isn't over, it just changed shape. Nick and Dan break down two major CMHC reports and find a market that isn't crashing, but isn't moving either. Construction is stalling, developers are pulling back, and the projects that should be getting built in 2026 simply aren't p...
In this quarterly “stocks on our radar” episode, we’re joined by Braden Dennis as each of us brings one investment idea to the table. Before diving into the stocks, we discuss major breaking news in AI and private markets, including reports of a potential SpaceX IPO and...
February 2026 home sales were 8.1% below last year — the weakest comparable data since the 2009 financial crisis — despite improving affordability, as tariff fears, job losses, and rising delinquencies keep buyers on the sidelines Canada lost 83,900 jobs in February and mortgage ...
In this episode, we break down a volatile week in the markets as the Nasdaq briefly entered correction territory before rebounding sharply, highlighting just how headline-driven markets have become amid geopolitical uncertainty. We discuss the growing divergence beneath the surface of major indices,...