Canada’s Housing Reset, AI Circular Financing and the Fed’s Impossible Choice

In this episode of Canadian Macro, Simon and Dan break down the disconnect between headline economic data and what households are actually experiencing. They discuss why strong jobs and GDP numbers may not tell the full story for Canadian consumers, how mortgage renewals and rising housing costs are putting pressure on household finances, and why the Bank of Canada may be stuck waiting for clearer signals before making its next move. They also dive into the growing debate around the AI boom — including Nvidia’s massive AI financing plans, the risks of circular financing, whether AI companies can eventually generate enough profits to justify current spending, and what could happen if investor expectations shift. Plus, they discuss oil markets, inflation risks, bond yields, the Fed’s difficult choices, and what a potential slowdown could mean for investors.   Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.