Listen Score
LS 55
Global Rank
TOP 0.5%

ABOUT THIS PODCAST 🔗

Update frequency:
every 2 days
Average audio length:
49 minutes
Has sponsors
English
United States
664 episodes
since Nov. 26, 2019
episodic

AUDIENCE OF THIS PODCAST 🔗

~61.70% of listeners are from United States.
🇺🇸
US
61.70%
🇨🇦
CA
34.67%
🇮🇳
IN
0.90%
🇿🇦
ZA
0.38%
🇮🇱
IL
0.25%
🇫🇷
FR
0.25%
🇳🇱
NL
0.25%
🇨🇴
CO
0.12%
🇷🇺
RU
0.12%
🇭🇰
HK
0.12%
🇨🇳
CN
0.12%
🇭🇷
HR
0.12%
🇵🇰
PK
0.12%
🇨🇭
CH
0.12%
🇫🇮
FI
0.12%
🇦🇺
AU
0.12%
🇳🇿
NZ
0.12%
🇵🇱
PL
0.12%
🇬🇧
GB
0.12%
Others
0.16%
* Data source: directly measured on Listen Notes. real-time

LATEST EPISODE 🔗

In 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 nearly $10 billion of negative free cash flow and plans for …

SEARCH PAST EPISODES

Search past episodes of The Canadian Investor.

PREVIOUS EPISODES

Braden 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 sitting in corrections despite strong headline in…
In 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 heavily leveraged AI infrastructure companies can conti…
In 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 potential shareholder dilution are becoming increasingly d…
In 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 collapsed as investors worry AI could disrupt the tr…
In 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 political backlash against AI data centres as communities push bac…
In 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 the Weston family.  They also revisit Cobre Panama…
What 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 strategic decisions that helped erode their competitive adva…
The 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 could be contributing to higher bond yields and borrowing costs,…
In 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 Franco-Nevada. Pasted text They also dig into the controversial acqui…
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