Recession Warnings from Retail and Canadian B...

Simon and Braden reunite for a throwback 1-on-1 to break down what’s behind the recent “SaaS apocalypse.” They discuss why AI uncertainty is crushing software multiples, how coding agents could reduce seat counts, and where value capture might shift next (subscriptions vs. usage- ...  Show more

In this jam-packed news and earnings episode, Simon and Dan dig into the hyperscaler AI spending arms race—and what it could mean for shareholders. They break down Alphabet’s blowout quarter (surging Cloud growth, stronger engagement from AI-powered search, and a push to “own the ...  Show more

US stocks opened higher yesterday, but then reversed course. Small caps underperformed, and market volatility rose amid credit concerns at regional banks. In Europe, Swiss and French equity markets outperformed, supported by positive corporate news and France temporarily avoiding ...  Show more

Stocks and Bonds down. Trump panics and pauses tariffs for 90 days. Is a China currency devaluation imminent? We also cover the upcoming federal elections in Canada and are joined by John Manley and David Herle for political commentary. Join the Ice Cap / Loonie Hour Webinar this ...  Show more

Tariff volatility continues, freezing business investment. Housing slump deepens in Vancouver & Toronto. Germany unveils the fiscal bazooka, along with China. Political tensions rise. 

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Looking for a concise overview of the economy and housing markets across North America? This week, Ali Wolf, Chief Economist at Zonda & Advisor to the White House (yes, that White House), sits down with Matt & Adam to discuss the US housing market, the Vancouver real estate marke ...  Show more