Daniel Foch

speaker

1,195 appearances 3 recordings 1 series first heard May 2026 last heard 8 Jun

Daniel Foch’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.

Appearances

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The Canadian Investor · Real Estate M&A, Sticky Inflation, and Canada’s $25B Gamble · 2 May 2026 podcast

But in the case of bear market, you can also see some for different reasons, right?

You have some smaller players that are just struggling.

And then the bigger players are coming in a bit more as a lifeline and are able to get a better deal on those assets because they're trading at a discount because it is a bear market.

Right.

Yeah.

Okay.

If you have smart management, you do buy in bear markets because that's when you have the best deals.

But again, it could take a few years until it materialized, whether compare that to buying in a bull market where you're

you're paying oftentimes a premium, you're bidding against multiple players for the same assets.

So that's, yeah, that's kind of the way to see it.

Yeah, I haven't looked too much on the privatization.

I saw the headlines for the airports.

Yeah, yeah.

So maybe you can lead a little bit for that.

I mean, for the Canada Strong Fund or Canada Sovereign Wealth Fund, I had time to think a little bit about it.

We did a segment on Thursday on the podcast.

Really, for me, without rehashing it, because I'm sure people listening have heard a whole lot about it.

Obviously, there's the initial contribution of $25 billion.

The way I see it, essentially, the government of Canada is investing on margin.

And they're hoping that they'll get returns that are above their borrowing costs.

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