The Canadian Investor

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...

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...

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...

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...

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...