NeoClouds & the Debt Problem Behind the AI Boom

NeoClouds & the Debt Problem Behind the AI Bo...

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SpaceX vs. Anthropic: Which AI Giant Is the Better Investment?

In this episode of The Canadian Investor Podcast, Simon and Dan compare two of the biggest IPO stories of 2026: SpaceX and Anthropic. While both companies have major exposure to artificial intelligence, their business models, financial profiles and risks couldn't be more differen ...  Show more

BoC Hikes, Fed Holds, Canadian Mortgage Stress Builds & Google Slumps

In this episode of The Canadian Macro Investor, Simon and Dan break down the Bank of Canada’s latest rate hike and the major shift in its inflation outlook. The Bank now expects inflation to remain elevated for longer, has pushed its return to the 2% target out to 2028, and is op ...  Show more

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