We sit down with famed short seller Mark Cohodes for a wide-ranging and at times heated discussion about the risks he sees building in Canada.
Cohodes explains why he's short CIBC, revisits his famous Home Capital short, and lays out his concerns about Canadian housing, bank valuations and the possibility that financial institutions become another pressure point in escalating U.S.-Canada tensions. Ben Rabidoux also joins the conversation to offer his perspective on Canadian banks, housing and credit risk.
We also get Mark's take on the AI boom, why he believes it has bubble-like characteristics, and how investors should think about risk when markets appear priced for very little to go wrong.
Note: This episode contains explicit language and strong opinions from our guests that do not necessarily reflect the views of the hosts.
Stocks discussed: CM.TO, TD.TO, GSY.TO, GS, JPM, DB, HSBC, GLASF
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