Is the Economy Starting to Crack? Inflation, Housing & Consumer Stress

Is the Economy Starting to Crack? Inflation, ...

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ASML Can’t Keep Up With Demand While CoreWeave Starts to Crack

In this episode of The Canadian Investor Podcast, Simon and Dan break down growing stress at CoreWeave as its unsecured bond yields surge to roughly 15%. They discuss why the company’s enormous debt load, reliance on new financing and potential shareholder dilution are becoming i ...  Show more

AI Is Creating Opportunities in Engineering Stocks & Why McDonald’s Is Spending Billions to Reignite Growth

In this episode of The Canadian Investor Podcast, Simon and Dan look at the sharp selloff in engineering firms like WSP Global, Stantec and AtkinsRéalis. Despite record backlogs, improving margins and solid earnings growth, valuations have collapsed as investors worry AI could di ...  Show more

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