Oil, diesel and jet fuel prices are surging, putting renewed pressure on consumers and inflation. Simon and Dan discuss what higher energy costs could mean for the Bank of Canada and the Fed, why bond yields continue to rise, and how higher borrowing costs could ripple through housing and the broader economy.
They also dig into the increasingly heated debate around AI: massive spending, circular financing, heavily subsidized AI models, and whether concerns about AI safety are legitimate—or partly about regulation, funding and protecting the industry's biggest players.
Plus, they look at Canada's latest inflation data, the Canadian dollar, the country's natural-resource advantage, and why higher rates can actually benefit some savers and retirees.
Stocks discussed: MPC, NVDA, BRK.B
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