In this bonus episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent break down the market turbulence driving major moves in gold and silver, and discuss why the Fed is “trapped” regardless of who replaces Jerome Powell—using the Kevin Warsh chatter as a jumping-off point for fiscal dominance, bond demand, and what it all means for risk assets. They also run through earnings and capital allocation decisions from Canada’s rail giants, dig into PayPal’s latest stumble, and close with a surprisingly strong quarter from Apple.

Tickers of stocks discussed: CP.TO, CNR.TO, PYPL, AAPL

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