In this episode, Simon and Daniel Foch break down the latest Canadian employment numbers, including rising unemployment, pressure on youth employment, and the growing divide between full-time and part-time work.
They also discuss what Canada’s spring economic update could mean for housing, infrastructure, critical minerals, energy, and the federal government’s push to speed up major project approvals. Simon and Daniel look at whether Canada could be better positioned than many investors think in a world of geopolitical uncertainty, energy shocks, and shifting global supply chains.
They also touch on the Bank of Canada’s latest monetary policy outlook, the impact of higher oil prices, why railways could benefit from elevated fuel costs, and what Berkshire Hathaway’s massive cash position says about patience, liquidity, and investing in uncertain markets.
Tickers of stocks discussed: BRK.B, SHEL, ARX, CNR, CP, TSLA, NVDA
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