The Canadian Investor
Today: #16 in Business, Canada on our combined chart.
Chart positions today · United States
Not on the United States charts we track today.
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Latest episodes
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NeoClouds & the Debt Problem Behind the AI Boom
October 26, 2026 · 43 minIn this episode of The Canadian Investor Podcast, Simon and Dan take a deep dive into NeoClouds and the increasingly important role debt plays in the AI infrastructure boom. They explain how companies like CoreWeave finance massive GPU…
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SpaceX Growth Explodes, Netflix’s Slowdown & BlackRock’s Big Warning
October 22, 2026 · 50 minIn 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…
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Where We’re Finding Value in an AI-Obsessed Market — With Braden Dennis
October 19, 2026 · 53 minBraden 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…
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Is the Economy Starting to Crack? Inflation, Housing & Consumer Stress
October 17, 2026 · 60 minIn this episode of The Canadian Macro Investor, Simon and Dan dig into growing stress beneath the AI infrastructure boom. CoreWeave’s debt is now trading at distressed yields as its borrowing costs surge, raising questions about how long…
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ASML Can’t Keep Up With Demand While CoreWeave Starts to Crack
October 15, 2026 · 53 minIn 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…
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AI Is Creating Opportunities in Engineering Stocks & Why McDonald’s Is Spending Billions to Reignite Growth
October 12, 2026 · 53 minIn 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…
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Could U.S. Elections Slow the AI Data Centre Buildout? + Millennial Moron on Housing & Population Growth
October 10, 2026 · 1 hr 18 minIn this episode of the Canadian Macro Show, Simon and Dan break down another surge in bond yields and what higher borrowing costs could mean for mortgages, housing, construction and the broader economy. They also discuss the growing…
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Big Canadian Deals, Micron’s AI Boom & Nike Continues to Struggle
October 8, 2026 · 51 minIn this episode of The Canadian Investor Podcast, Simon and Dan break down a busy week of Canadian dealmaking, including the kmassive Emera–Canadian Utilities merger, Cenovus buying Athabasca Oil, and another major acquisition involving…
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Lessons From 4 Market Leaders That Destroyed Their Moats
October 5, 2026 · 60 minWhat causes a dominant company to lose an advantage that once looked almost impossible to disrupt? In this episode of The Canadian Investor Podcast, Simon and Dan look at four companies that were once leaders in their industries but made…
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The $1 Trillion AI Spending Boom & the Race to Make It Profitable with Braden Dennis
October 3, 2026 · 1 hr 13 minThe AI spending boom is reshaping much more than the technology sector. In this episode of the Canadian Macro Show, Simon, Dan and Brayden discuss why massive AI infrastructure spending is increasingly competing for capital, how that…
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Anthropic Eyes a $2 Trillion IPO While FICO & First Quantum Crash
October 1, 2026 · 52 minIn this episode of The Canadian Investor Podcast, Simon and Dan break down a packed week of market news, starting with the latest developments at the Cobre Panama mine and what an orderly closure could mean for First Quantum and…
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Tier Ranking 12 Discount Retail Stocks From Best to Worst
September 28, 2026 · 58 minDiscount retailers are benefiting as consumers increasingly look for value—but not every discount business is created equal. In this episode, we rank 12 major discount retailers from S to F tier based primarily on business quality. We…

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