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Aug 2022
48m 47s

Is Index Investing or Stock Picking Bett...

BRADEN DENNIS & SIMON BELANGER
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Yesterday
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
53m 39s
Oct 31
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
1h 6m
Oct 29
Anthropic IPO Nears, Meta Raises $97.5B & Celestica’s AI Boom Accelerates
In this episode of The Canadian Investor Podcast, Simon and Dan start with the Bank of Canada’s latest 25-basis-point rate hike and discuss why sticky inflation, energy costs and a weaker Canadian dollar could be complicating the outlook for rates. They then turn to the Anthropic ... Show More
51m 54s
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