Simon and Braden start the episode by discussing the acquisition of Activision Blizzard by Microsoft. During the rest of the episode, we talk about the following topics:
Stratosphere 🚀 https://www.stratosphereinvesting.com/

The BoC Is Stuck and These Companies Are Feeling It
41:21

Constellation Software’s AI Outlook and More Trouble in Private Credit
48:42

Unpacking Why Subprime Lender Goeasy Stock Crashed 60%
48:55