Canadian Insider Trading Allegations & the IPO Mania Continues

About this episode

The episode discusses recent macroeconomic news, insider trading allegations, and developments in the IPO market.

In this episode, we break down a packed week of macro, market and stock-specific news. We start with the Bank of Canada holding rates at 2.25% as inflation pressures remain sticky, then look at the latest U.S. CPI print and why markets are still worried about inflation staying higher for longer. We also discuss the insider tipping allegations surrounding TerraVest and why governance risk can matter, even when the underlying business remains strong. From there, we move to the IPO market, including OpenAI reportedly filing confidentially for an IPO, the latest on SpaceX’s expected public listing, and Wealthsimple’s new IPO access feature for retail investors. Finally, we look at Lululemon’s tough quarter, weak Americas sales, margin pressure, lowered guidance, and whether the company is starting to look more like a turnaround story than a premium compounder. Tickers of stocks discussed: TIH.TO, LULU, ATZ.TO, META, GOOGL, AMZN, MSFT, NVDA, SPY, QQQ Subscribe to 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…

People in this episode

Hosts: Braden Dennis, Simon Belanger

Topics covered

• insider trading
• IPO market
• inflation
• stock analysis
• economic news

Keywords

• insider trading
• IPO
• inflation
• Lululemon
• OpenAI
• SpaceX
• Wealthsimple
• TerraVest

Mentioned in this episode

Organizations: Bank of Canada, TerraVest, OpenAI, SpaceX, Wealthsimple, Lululemon, BMO Global Asset Management

Places: Canada, U.S.

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