Canada

3 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Feb 10, 2026 by Alex Behring · said 16 times in 8 episodes since 2024 · across every show →

Mentions by year

brought up most by Patrick O'Shaughnessy (6), Daniel Schwartz (3), William Hockey (1), Walter Russell Mead (1), Scott Nolan (1), Luca Ferrari (1), Jared Kushner (1), Dan Wang (1)

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Everything said about Canada, oldest first

Feb 10, 2026 positive
Opinion
Behring: Tim Hortons' Brand Power in Canada Has No US Equivalent
“Tim Hortons is a brand of a magnitude that I almost want to say that I'm unsure whether it exists in the U.S. It's just so, so large, the brand in Canada and so important for the Canadians”
Alex Behring Feb 10, 2026 ▶ 34:44 The Secretive PE Firm Behind Burger King, Tim Hortons, Skechers and Hunter Douglas (3G Capital) · Invest Like The Best
Apr 14, 2026 positive
Assertion Partly supported
Nolan: Global uranium ore reserves offer hundreds of years of supply
“We've got, yeah, certainly hundreds of years of supply in the ground. U S has supply. We have active mining in the U S Canada has even more supply, higher grade ores enough to supply us for a very long time. Same as Australia. And then Kazakhstan's a huge depo…”
Scott Nolan Apr 14, 2026 ▶ 1:00:27 From SpaceX to Founders Fund to Solving America's Nuclear Fuel Problem · Invest Like The Best
Jul 21, 2026 positive
Opinion
Smith: Canada Has the Richest Resource of Trapped Economic Natural Gas
“Canada, By far has the deepest and richest resource of economic gas in the ground, but it's been trapped behind pipe.”
Matt Smith Jul 21, 2026 ▶ 48:41 Why Natural Gas Will Be AI’s Next Great Shortage · Invest Like The Best
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