The Canadian Investor

In this episode of The Canadian Macro Investor Podcast, Simon and Dan break down the latest Fed decision and why the bond market may be starting to challenge Kevin Warsh’s inflation message. They discuss the split reaction across the yield curve, with short-term yields moving differently than ...

In this episode of The Canadian Investor Podcast, we break down Alphabet’s latest earnings and why investors are questioning the massive AI capex spending despite strong growth in Google Cloud. We also look at Celestica’s monster quarter, SK Hynix’s booming demand from AI memory, a...

In this episode of The Canadian Investor Podcast, we look at whether Canadian bank stocks have become too expensive after their big run. We discuss David Rosenberg’s recent Globe and Mail article, the valuation of the big banks, why earnings growth may not be as strong as it looks, and whether...

In this episode of the Friday Macro Show, we look at why Google sold off after earnings despite strong headline numbers, and what rising AI infrastructure spending could mean for the broader market. We also discuss Canada’s latest inflation and retail sales data, why consumers may be reacting ...

In this episode of The Canadian Investor Podcast, we start with the latest Canadian inflation data and why the headline number may not fully reflect what households are feeling. We then look at TSMC’s huge quarter and what it says about the AI chip boom, before turning to Intuitive Surgical an...

In this episode of The Canadian Investor Podcast, we break down which types of investments may be best suited for different Canadian accounts, including TFSAs, RRSPs, FHSAs, RESPs and taxable accounts. We look at Canadian stocks, U.S. stocks, Canadian-listed ETFs, U.S.-listed ETFs and international ...