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Feb 2024
50m 11s

These 4 Quebec Rollups have Crushed the ...

BRADEN DENNIS & SIMON BELANGER
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Today
Silver Goes Parabolic, ASML Confirms the AI Boom, and UnitedHealth Gets Crushed
In this jam-packed news & earnings episode, Simon and Dan break down the Bank of Canada holding rates, the massive uncertainty around U.S. trade policy, and why macro headlines are driving markets more than usual. We also dig into silver’s parabolic run (and why Simon trimmed exp ... Show More
39m 54s
Jan 26
SaaS Stocks Are Getting Crushed. Buy the Dip or Stay Away?
Tech has looked unstoppable thanks to AI winners—but a huge part of the market is telling a very different story. In this episode, Simon and Dan break down the brutal valuation reset hitting SaaS (Software-as-a-Service) stocks, with many major names down 30–50%+ despite still-sol ... Show More
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Jan 22
Netflix Wants HBO & TSMC Says AI Isn’t Slowing Down
This week’s episode covers everything from inflation pressures in Canada to the biggest trends shaping global markets. Simon and Dan dig into Netflix’s earnings and its revised bid for Warner Bros/HBO, Taiwan Semiconductor’s explosive AI-driven growth, and what BlackRock’s latest ... Show More
32m 31s
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