Canadian Banks Set More Aside for Bad loans

In this episode of The Canadian Investor Podcast, Simon and Dan kick off earnings season with SpaceX, where revenue surged 161% as AI and Starlink growth accelerated. But the enormous growth comes with equally enormous spending, including nearly $10 billion of negative free cash ...  Show more

Braden Dennis returns to The Canadian Investor as Simon and Dan look beyond the handful of mega-cap stocks driving much of today’s market and ask a simple question: where can investors still find value? With more than 100 S&P 500 companies sitting in corrections despite strong he ...  Show more

This episode, Stu Kedwell, Co-Head, North American Equities, joins Dave to discuss Q1 earnings results of Canada’s top banks. Stu also takes a look at what’s in store for the financial sector, as broader economic recovery presses on. (Recorded February 24, 2021)To view the transc ...  Show more

The Bank of Canada holds interest rates. Q2 GDP unexpectedly contracts, defying Bank of Canada forecasts. Higher mortgage rates are starting to hit households hard. China & Germany have hit the brakes hard. The ECB could shift to the sidelines. US apartment rents are likel ...

Both the Federal Reserve and Bank of Canada have kicked off interest rate-cutting cycles. Both the U.S. and Canadian economies are facing questions about recession risk. And both U.S. and Canadian investors are wondering what’s next for stocks, real estate, currencies, and commod ...  Show more