Inside the Room: What Canada’s $1-Trillion Pitch Looked Like Up Close

▶  WATCH NEW EPISODE Dan Niles doesn’t think AI wiping out humanity is a likely outcome—but he does think the technology could wipe out plenty of stocks. The Founder & Portfolio Manager of Niles Investment Management joins Amber Kanwar at a moment of peak AI anxiety to separate the existential fears from the very real […]

Bond yields flashing, Macy’s & American Eagle fall, Canadian earnings misses, Enbridge buys another US pipeline – raises equity, a new day at Apple

▶  WATCH THE FULL EPISODE Tariffs are dominating the headlines, but they’re not the biggest risk Jean-François Tardif sees for investors. The President of Timelo Investment Management is cautious on the economy, skeptical that the massive AI spending boom can last and actively positioning for downside. He explains why he’s short Canadian banks and semiconductors, […]

Stocks flat, Bank of Canada today, Dell soars, MongoDB drops, Couche-Tard US weakness

▶  WATCH THE FULL EPISODE Richard Abboud dropped out of university to pursue entrepreneurship. Today, he’s the Founder & CEO of Forum Asset Management, a $4 billion asset management business—and one of the country’s most vocal advocates for a more ambitious Canada. Looking to invest in high-quality companies without high fees? The HAMILTON CHAMPIONS™ suite […]