The Canadian Investor

In this episode of The Canadian Investor Podcast, Simon and Dan break down a rough quarter for Lululemon as falling comparable sales, heavier markdowns and weakening international growth raise serious questions about whether the brand can turn things around. They also look at BRP’s latest resu...

The AI infrastructure boom is running into a growing obstacle: communities and regulators are pushing back against massive data center projects. Simon and Dan look at why opposition to new data centers is accelerating, particularly around electricity demand, utility costs, water usage and the strain...

Bond yields are climbing, energy prices are surging, and central banks are being forced to navigate an increasingly complicated inflation picture. Simon and Dan break down what the bond market may be signaling and why higher long-term yields matter even if the Bank of Canada keeps its policy rate un...

Nvidia ( NVDA ) delivered another massive quarter, with data center revenue surging and management forecasting extraordinary growth ahead. But as the AI buildout gets larger, Nvidia is also becoming increasingly involved in financing, demand guarantees and other arrangements across the AI ecosystem....

In this episode of The Canadian Investor Podcast, we do a deep dive on two companies we haven’t covered much before: Royalty Pharma and AppLovin. We start with Royalty Pharma, a unique business that finances pharmaceutical and biotech products in exchange for future royalty streams. We break d...

In this episode of Canadian Macro, Simon and Dan are joined by Ben Rabidoux and Ron Butler for a wide-ranging discussion on the renewed U.S.-Canada trade tensions and what they could mean for the Canadian economy. They discuss why the trade war could weigh on consumer confidence, business investment...