SpaceX vs. Anthropic: Which AI Giant Is the Better Investment?
In this episode of The Canadian Investor Podcast, Simon and Dan compare two of the biggest IPO stories of 2026: SpaceX and Anthropic. While...
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The Canadian Investor
The Podcast For Canadian Investors. The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment...
Episodes
20 of 667 episodes
BoC Hikes, Fed Holds, Canadian Mortgage Stress Builds & Google Slumps
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 in...
Anthropic IPO Nears, Meta Raises $97.5B & Celestica’s AI Boom Accelerates
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...
NeoClouds & the Debt Problem Behind the AI Boom
In this episode of The Canadian Investor Podcast, Simon and Dan take a deep dive into NeoClouds and the increasingly important role debt pla...
SpaceX Growth Explodes, Netflix’s Slowdown & BlackRock’s Big Warning
In this episode of The Canadian Investor Podcast, Simon and Dan kick off earnings season with SpaceX, where revenue surged 161% as AI and St...
Where We’re Finding Value in an AI-Obsessed Market — With Braden Dennis
Braden Dennis returns to The Canadian Investor as Simon and Dan look beyond the handful of mega-cap stocks driving much of today's market an...
Is the Economy Starting to Crack? Inflation, Housing & Consumer Stress
In this episode of The Canadian Macro Investor, Simon and Dan dig into growing stress beneath the AI infrastructure boom. CoreWeave's debt i...
ASML Can’t Keep Up With Demand While CoreWeave Starts to Crack
In this episode of The Canadian Investor Podcast, Simon and Dan break down growing stress at CoreWeave as its unsecured bond yields surge to...
AI Is Creating Opportunities in Engineering Stocks & Why McDonald’s Is Spending Billions to Reignite Growth
In this episode of The Canadian Investor Podcast, Simon and Dan look at the sharp selloff in engineering firms like WSP Global, Stantec and...
Could U.S. Elections Slow the AI Data Centre Buildout? + Millennial Moron on Housing & Population Growth
In this episode of the Canadian Macro Show, Simon and Dan break down another surge in bond yields and what higher borrowing costs could mean...
Big Canadian Deals, Micron’s AI Boom & Nike Continues to Struggle
In this episode of The Canadian Investor Podcast, Simon and Dan break down a busy week of Canadian dealmaking, including the kmassive Emera&...
Lessons From 4 Market Leaders That Destroyed Their Moats
What causes a dominant company to lose an advantage that once looked almost impossible to disrupt? In this episode of The Canadian Investor...
The $1 Trillion AI Spending Boom & the Race to Make It Profitable with Braden Dennis
The AI spending boom is reshaping much more than the technology sector. In this episode of the Canadian Macro Show, Simon, Dan and Brayden d...
Anthropic Eyes a $2 Trillion IPO While FICO & First Quantum Crash
In this episode of The Canadian Investor Podcast, Simon and Dan break down a packed week of market news, starting with the latest developmen...
Tier Ranking 12 Discount Retail Stocks From Best to Worst
Discount retailers are benefiting as consumers increasingly look for value—but not every discount business is created equal. In this e...
Berkshire Doubles Down on Housing as Investors Pile Into Canadian Stocks
In this episode, we break down the latest Canadian and U.S. ETF flows, including growing demand for fixed income, gold and crypto, while loo...
Two Canadian Stocks Deep Dive: One Boring, One Riding the AI Boom
In this episode, Simon and Dan go deep on two Canadian companies with very different investment stories. Simon breaks down an under-the-rada...
The Fed Raises Rates — Will the Bank of Canada Follow?
Oil, diesel and jet fuel prices are surging, putting renewed pressure on consumers and inflation. Simon and Dan discuss what higher energy c...
Is Adobe Finally Turning a Corner? Dollarama Stays Expensive & Oracle Doubles Down on AI
In this episode of The Canadian Investor Podcast, Simon and Dan break down the latest earnings and developments from several Canadian and U....
Why Investing Fashion Stocks Is So Hard: 3 Failures & 3 Comebacks
Lululemon was once one of the strongest brands in retail. Now comparable sales are falling, guidance has been cut repeatedly, and investors...