The Canadian Investor · Braden Dennis & Simon Belanger
What’s Driving the Drop in Tech Stocks and Bitcoin?
November 20, 2025·48 min·4 clips
Coreweave's 60% EBITDA margins hide that 75% of revenue goes to depreciation and interest, questioning AI profitability.
As heard by us
A practical market check-in on October CPI, Bitcoin, high-growth tech, Berkshire's stake in Alphabet, and Loblaws.
The episode keeps its focus on the market: October CPI, risk assets under pressure, Bitcoin, and higher-growth tech names. It also uses Berkshire's move into Alphabet and Loblaws as a clean way to think about food inflation and what the tape means for investors, not just what…
Why you'd press play
If you want the market selloff translated into plain English, start here.
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