The AI Trade Gets Tested as Freight Stocks Recover
Jul 30, 2026 - 49:17
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In this episode of The Canadian Macro Investor Podcast, Simon and Dan break down the latest Fed decision and why the bond market may be starting to challenge Kevin Warsh's inflation message. They discuss the split reacti...
Is Canada Miscounting Its Population? Plus the Fed, Rising Yields, and Big Tech Capex is an episode from The Canadian Investor by Braden Dennis. In this episode of The Canadian Macro Investor Podcast, Simon and Dan break down the latest Fed...
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Published Aug 1, 2026, 73:07 long, audio available.
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