The Canadian Investor

In this episode of The Canadian Investor Podcast, Simon and Dan break down the extraordinary story surrounding Nvidia CEO Jensen Huang, his admitted affair with a Chinese businesswoman, and allegations from U.S. intelligence that she may have been recruited by Chinese intelligence. They discuss the investigation into billions of dollars of Nvidia chip purchases, questions sur...

In this episode of The Canadian Investor Podcast, Simon and Dan revisit the AI trade after a brutal stretch for technology stocks and ask whether the market is finally starting to question the enormous amount of capital being poured into artificial intelligence.

They start with Anthropic’s amended S-1, where the latest numbers paint a less flattering picture than the o...

In this episode of The Canadian Macro Investor, Simon and Dan break down a brutal day for markets as the Nasdaq plunges and semiconductor stocks get hit especially hard. They discuss the role leverage and forced selling may be playing in the decline, why memory stocks can look deceptively cheap at the top of a cycle, and how an AI-driven selloff could eventually spill over in...

In this episode of The Canadian Investor Podcast, Simon and Dan break down a packed week of earnings, acquisitions and market-moving news. They start with Reddit after the stock’s sharp decline despite strong revenue and profit growth. The bigger concern is user growth, as Google’s AI Overviews increasingly answer questions without sending users to Reddit—potentially cutting ...

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 different.

They break down SpaceX's increasingly diversified empire, including Starlink, its reusab...