The Canadian Investor Netflix Wants HBO & TSMC Says AI Isn’t Slowing Down
Jan 22, 2026
This week, inflation pressures in Canada take center stage, affecting household budgets. The hosts dive into Netflix's bold all-cash bid for Warner Bros, detailing its implications for the streaming wars. Taiwan Semiconductor impresses with explosive revenue growth tied to AI, revealing its dominant role in chip manufacturing. BlackRock's remarkable inflows and strategic acquisitions highlight shifts in private credit markets. Join them for insights on these major trends shaping global finance!
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Inflation Is Mixed: Core Eases, Food Surges
- Canadian headline CPI for December came in hotter than expected at 2.4% year-over-year with food inflation accelerating to 6.2%.
- Core measures (CPI median 2.5%, trim 2.7%) are easing, suggesting some disinflation despite painful food pressure.
Bacon Shock: A Personal Grocery Example
- Simon described a personal example of rising grocery prices, noting bacon packs now cost about $10 compared to prior sale prices near $3.99.
- He used Costco bulk buying and freezing as a method to blunt grocery inflation in his household.
Shelter Inflation Lags But Could Fall
- Shelter inflation remains elevated at 2.1% due to lease timing and mortgage interest carryover, though rents are falling in many cities.
- As leases renew at lower rents and mortgage resets ease, shelter should exert downward pressure on CPI ahead.