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

So it's pretty simple.

They'll issue, they'll have to issue debt.

I mean, we're seeing some massive deficits of whether they issue it at 3.5, 4%, whatever rate they get, then they're hoping that their returns will increase.

deliver market returns which is kind of funny because this is where i think this is a real head scratcher for me because you're looking to invest in strategic canadian projects but then deliver market rate returns i guarantee you at some point they'll have to choose between the two

They didn't specify.

So are they talking about the TSX here?

Are they talking about, I guess it'll be mostly equity.

So yeah, they'll probably be comparing that to the TSX.

Or are they going to turn around and try to compare that to private equity returns?

Like I'm not quite sure.

It's very vague.

But at some point you have to decide, right?

Like...

Are you putting a priority over certain things?

Is your priority that the government invests in projects that are good for national security, maximum economic growth?

Or maybe you want to save jobs, so you make investments like that, which I would say...

They may not provide the best returns if that's the goal.

But we really don't know, right?

The governments may have some incentive.

I know they talked about ArmsLink creating a crown corporation for that, getting support from BDC, EDC, a bunch of different crown corporation as well.

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