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.S. companies. They look at whether Adobe is finally starting to turn a corner, why Dollarama continues to deliver strong results despite its premium valuation…

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 are asking whether the company can regain its footing—or whether its best days are behind it. In this episode of The Canadian Investor Podcast, Simon and Dan …

Bond Yields Are Rising Fast — What It Means for Canada, the US and Homeowners

Bond yields are surging in Canada and the United States, and the implications are starting to ripple across the economy. In this episode of the Canadian Macro Show, Simon and Dan break down why the bond market appears to be pushing back against attempts to contain long-term yields, what rising gov…

Lululemon’s Brand Crisis Deepens & Trump Targets Canadian Companies

In this episode of The Canadian Investor Podcast, Simon and Dan break down a rough quarter for Lululemon as falling comparable sales, heavier markdowns and weakening international growth raise serious questions about whether the brand can turn things around. They also look at BRP’s latest results …

Data Center Revolt and the Best Ways to Invest in Pharma & Biotech

The AI infrastructure boom is running into a growing obstacle: communities and regulators are pushing back against massive data center projects. Simon and Dan look at why opposition to new data centers is accelerating, particularly around electricity demand, utility costs, water usage and the stra…

The BoC Is Concerned About Inflation & Bond Yields Hit New Multi-Year Highs

Bond yields are climbing, energy prices are surging, and central banks are being forced to navigate an increasingly complicated inflation picture. Simon and Dan break down what the bond market may be signaling and why higher long-term yields matter even if the Bank of Canada keeps its policy rate …

Nvidia’s AI Boom Gets Bigger, Canadian Banks Hold Up and Dollar Tree’s Turnaround

Nvidia (NVDA) delivered another massive quarter, with data center revenue surging and management forecasting extraordinary growth ahead. But as the AI buildout gets larger, Nvidia is also becoming increasingly involved in financing, demand guarantees and other arrangements across the AI ecosystem. …

Two Stocks That Could Surprise Investors | AppLovin & Royalty Pharma Deep Dive

In this episode of The Canadian Investor Podcast, we do a deep dive on two companies we haven’t covered much before: Royalty Pharma and AppLovin. We start with Royalty Pharma, a unique business that finances pharmaceutical and biotech products in exchange for future royalty streams. We break down …

The Canada-U.S. Trade War Fallout with Ben Rabidoux and Ron Butler

In this episode of Canadian Macro, Simon and Dan are joined by Ben Rabidoux and Ron Butler for a wide-ranging discussion on the renewed U.S.-Canada trade tensions and what they could mean for the Canadian economy. They discuss why the trade war could weigh on consumer confidence, business investme…

Canadian Banks Start Strong as Walmart and Intuit Slow Down

In this episode of The Canadian Investor Podcast, we break down the latest earnings from major U.S. retailers, Canadian banks, and one beaten-down software company. We start with Walmart and Target, where the results show that the consumer may be starting to feel more pressure. Walmart continues t…