logo
episode-header-image
Sep 2025
51m 49s

Oracle’s AI Boom, Lululemon’s Disastrous...

BRADEN DENNIS & SIMON BELANGER
About this episode
tail spinning
Up next
Yesterday
Canadian Banks Deliver Big Earnings as Uncertainty Rattles Markets
In our very first YouTube Live (also released on the podcast feed), we pivot from a planned “all-banks” episode after major U.S. and Israeli strikes on Iran pushed markets into risk-off mode. We break down the key market transmission mechanism—energy—through the Strait of Hormuz, ... Show More
48m 30s
Mar 2
The AI Boom That Could Crash Markets and the Economy: Fact or Fiction?
In this news-style episode, Simon and Dan break down Citrini Research’s The 2028 Global Intelligence Crisis—a “note from the future” dated June 30, 2028 that frames the most bullish AI adoption path as a surprisingly bearish outcome for the real economy. They walk through the cor ... Show More
54m 47s
Feb 26
Private Credit Cracks, Canadian Tire’s Turnaround & GoEasy Delays Earnings
Simon and Dan kick off with a quick update on the Canadian Investor Podcast’s first YouTube Live (March 3rd at noon ET). Then it’s straight into the GoEasy saga: Q4 earnings get pushed right up near the regulatory deadline, adding to a growing list of red flags around leadership ... Show More
42m 45s
Recommended Episodes
Sep 2025
Kraken Robotics: A Hypergrowth Small-Cap Stock For The Defense Spending Supercycle
On this episode of Chit Chat Stocks, Brett provides a comprehensive research report on a small-cap stock seeing rapid revenue growth due to changing dynamics in the defense sector. Subscribe to our newsletter for the full report, out Friday. We discuss:(00:00) Introduction(06:02) ... Show More
1h 5m
Oct 2025
US stocks hit fresh highs on deals and despite geopolitics
Major US equity indices, from small caps to tech, hit fresh highs yesterday, spurred by strong corporate news – from semiconductors to banking deals. Political uncertainty in France and Japan lifted bond yields, weakened the yen and euro, and drove gold towards the historic USD 4 ... Show More
13m 28s
Oct 2025
TIVP043: MSCI (MSCI): The Financial Giant Enabling Passive Investing w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down MSCI Inc. (MSCI), the global leader in financial market indexes that power the passive investing revolution. They explore how MSCI built its dominant, utility-like business model, its compounding potential, and whether the stock remain ... Show More
1h 12m
Sep 2024
Much to absorb in this data-heavy week
<p>Investors are grappling with a flood of data this week. Yesterday’s releases from the US revealed a two-year high in the trade deficit, a slowdown in the labour market and a cautious outlook from the Fed’s Beige Book. However, there was some respite as US factory orders reboun ... Show More
15m 58s
Sep 2025
Markets hold firm as shutdown fears loom
European markets closed higher yesterday, buoyed by strong performances in the healthcare and luxury sectors. In the US, concerns over a potential government shutdown failed to dampen investor sentiment, as a rebound in AI-related stocks helped support equity markets. Beyond mark ... Show More
13m 11s
Oct 2025
On banks, gold and the USD
US stocks opened higher yesterday, but then reversed course. Small caps underperformed, and market volatility rose amid credit concerns at regional banks. In Europe, Swiss and French equity markets outperformed, supported by positive corporate news and France temporarily avoiding ... Show More
14m 51s
Oct 2025
Financial markets shrug off the shutdown and embrace AI
European and US stock markets rallied on Wednesday, seemingly unconcerned by the US government shutdown. The S&P 500 closed above the 6,700 level for the first time ever. Asian stocks, particularly in South Korea, were boosted overnight after OpenAI signed an agreement with Samsu ... Show More
11m 26s
Sep 2025
New record closing and intraday highs for US stocks
US equities surged again yesterday, closing off their intraday highs but nevertheless achieving new records. US PPI data confirmed that growth is slowing, providing more of the data that the Fed needs to start cutting rates again – markets will now scrutinise today’s CPI data for ... Show More
15m 27s
Nov 2025
Alternative Investing: Alts For All - [Business Breakdowns, EP.234]
This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson, managing director at Prosek Partners. You may remember that Josh joined us last year in our primer series on private credit. He is back today to discuss wh ... Show More
50m 14s
Oct 2025
Our 6 Favorite Never Sell Stocks + Analyzing Ackman’s Portfolio And Shareholder Letter $UBER $CMG
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction (01:13) AI and E-commerce: Shopify's Partnership with OpenAI(07:25) Nike's Earnings Report: Challenges and Market P ... Show More
1h 7m