The AI Trade Gets Tested as Freight Stocks Recover

The AI Trade Gets Tested as Freight Stocks Re...

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Is Canada Miscounting Its Population? Plus the Fed, Rising Yields, and Big Tech Capex

In this episode of The Canadian Macro Investor Podcast, Simon and Dan break down the latest Fed decision and why the bond market may be starting to challenge Kevin Warsh’s inflation message. They discuss the split reaction across the yield curve, with short-term yields moving dif ...  Show more

Are Canadian Banks in a Bubble?

In this episode of The Canadian Investor Podcast, we look at whether Canadian bank stocks have become too expensive after their big run. We discuss David Rosenberg’s recent Globe and Mail article, the valuation of the big banks, why earnings growth may not be as strong as it look ...  Show more

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<ul> <li>Check out our ⁠⁠Leading Indicator⁠⁠ podcast for interviews with leaders in business and tech. </li> <li>Subscribe to the <a href=" ...  Show more