In this news and earnings episode, Simon and Dan break down Canada’s January CPI print and why food inflation still feels painfully high despite softer headline numbers. They dig into TELUS’ rough quarter, the surprise CEO change, and what it means for leverage, dividends, and long-term turnaround prospects.

The guys also cover Shopify’s strong Q4 results and growing AI integration—discussing whether AI is a real threat or a long-term tailwind for the platform—before wrapping up with Robinhood’s explosive growth in options and crypto trading, and why the business increasingly looks more like a casino than a traditional brokerage.

Along the way, they touch on grocery inflation, telecom price wars, valuation risks in high-multiple stocks, and what today’s speculative behavior could mean for markets going forward.

Tickers discussed: T.TO, SHOP, HOOD, DOL.TO, L.TO

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