Lee notes a divergence between U.S. and Canadian financial markets, with U.S. institutions faring better due to a more robust economy, while Canadian banks face stress, particularly in the mortgage market. The discussion also touches on interest rate movements, their...

Dave highlights strong earnings despite a subdued economic backdrop. As Dave remains optimistic about Apple's fundamentals, they delve into the company's recent performance and Warren Buffett's decision to reduce Berkshire Hathaway's stake in it. They also discuss the...

Brian provides an in-depth look at how these essential products—from groceries to cleaning supplies—offer stability and consistent returns during market downturns. Focusing on the performance of consumer staples during recent economic disruptions, the conversation...

They explore the resurgence of uranium in nuclear power, the emerging role of green hydrogen, and the continued importance of traditional oil and gas. Grayson shares insights on how these energy trends influence strategic investment decisions while emphasizing...

With the Bank of Canada making rate cuts and the US Federal Reserve holding steady, what does this mean for bond markets, corporate spreads, and preferred shares? Hear Nicholas unpack the implications for investors, from the impact on yield curves to strategic moves...

Inflation and interest rates show improvement in Canada and the U.S., but Canada's GDP growth lags behind the U.S. Concerns about a potential recession remain due to indicators like the inverted yield curve and low manufacturing numbers. While interest rates may...

Starting with Amazon's impressive performance and Canadian Tire's resilience to the potential of home improvement giants like Home Depot, Lee shares valuable perspectives on key players and future opportunities. Discover how inflation trends, interest rates, and...