Simon and Dan are back with another earnings-driven episode â this time focused entirely on Canadian companies.
They dig into a fresh batch of results across insurance, commodities, transportation, and airlines, discussing whatâs actually driving performance beneath the headlines, why some stocks are pulling back despite strong fundamentals, and how different business models are holding up in a slowing economy.
The conversation touches on operating leverage, cash flow trends, balance sheet strength, cyclical pressures, and how todayâs environment is reshaping investor sentiment â including where AI could become a tailwind versus a real threat. They also explore why more âreal-worldâ businesses may be starting to look attractive again after years of being overlooked.
Expect a mix of earnings analysis, macro context, capital allocation discussion, and a few candid rants along the way.
Tickers discussed: IFC.TO, AEM.TO, TFII.TO, AC.TO
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