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...

In this episode of The Canadian Investor Podcast, Simon and Dan kick off earnings season with SpaceX, where revenue surged 161% as AI and Starlink growth accelerated. But the enormous growth comes with equally enormous spending, including nearly $10 billion of negative free cash flow and plans for a...

On October 8, Alberta ordered Edmonton to undo its zoning bylaw within three months. That means density and height go back to pre 2024 rules and parking minimums come back. Calgary, which already repealed its citywide rezoning, was told to hold where it is. Nick and Dan cover what actually changed i...

Braden Dennis returns to The Canadian Investor as Simon and Dan look beyond the handful of mega-cap stocks driving much of today’s market and ask a simple question: where can investors still find value? With more than 100 S&P 500 companies sitting in corrections despite strong headline index r...