Simon and Dan break down Canada’s latest inflation data, why core CPI remains stubbornly high, and what falling rents might mean for the Bank of Canada’s next move. They also dive into the growing turmoil in private credit, including the First Brands bankruptcy and Tricolor collapse, and what these cases reveal about risk in the shadow banking system. The episode wraps up with Beyond Meat’s shocking meme-stock comeback and a broader discussion about speculation and leverage in today’s markets.

Tickers of stocks discussed: BYND, TSM, ARCC, FSK, BN, JEF, UBS, JPM, WMT, AZO, GPC, GME, AMC.

Check out our portfolio by going to Jointci.com

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