Tyler Meredith

It is always fun to chat with Armine. And this episode was full of 🔥

COMPLIMENTARY FULL EPISODE - MBP Ep 20: Intelligence Roundtable - Progressive Economics in the Carney Era: Poverty Reduction, EI vs CERB, the Care Economy, and Industrial Strategy Podcast Episode · MBP Intelligence Briefing · February 27 · 57m

What does "progressive economics" mean in these times?
Some thoughts, with @tylermeredith.bsky.social
podcasts.apple.com/us/podcast/c...

Tens of thousands march in Richmond Hill in support of anti-regime movement in Iran after U.S. and Israeli airstrikes “We are here to be their voice,” said one protester at the planned rally Saturday as others cheered the news Iran’s Supreme Leader Ayatollah Ali Khameini had been killed in the U.S. and Israeli airstr...

Tens of thousands of people marched at a rally in Richmond Hill on Saturday calling for regime change in Iran in a planned demonstration that took on new energy as protesters embraced the news that U.S. and Israeli airstrikes had killed the country’s supreme leader.

MEREDITH: Prediction markets may have value, but without serious regulation they will become a financial literacy disaster worse than some forms of gambling The prediction market industry wants to be treated as a serious financial product for regulatory classification purposes and as a fun startup when it comes to consumer protection. Canadian regulators ...

I love working with smart people.

My colleagues and I in print in last 24 hours:

1️⃣ Me: Prediction markets suck www.mbpintelligence.com/blog/meredit...

2️⃣ Ben on Pierre’s speech this week nationalpost.com/opinion/ben-...

3️⃣ Ken on AB separatism open.substack.com/pub/paulwell...

#cdnpoli

Prediction markets are having a moment. They are also a financial literacy disaster that could be worse than gambling.

Even though it’s not legal in Canada we aren’t regulating. That’s a risk.

We need a framework

My 2,000 word essay (free) www.mbpintelligence.com/blog/meredit...

#cdnpoli #onpoli

I missed this.

🇺🇸 private equity is taking a stake in GoodLife Fitness, valuing the top Canadian gym chain at $2Bn.

Should we expect fees to increase?

The Competition Bureau is now doing its review.

GoodLife was saved during COVID with government loans that were paid back.

#cdnpoli

Over concentration in the US market worked as a strategy for a long, long time and it delivered fantastic returns for Canadians

But now we need to be partners in building our own domestic resilience and partnerships with the rest of the non-US world.

1 / 2

What a time to be a Canadian pension fund.

US markets are underperforming the rest of the world by the biggest margin in 30 years.

Canadian investors have capital. But capital alone isn’t sufficient.

We also have to believe in ourselves. And invest in ourselves.

#cdnpoli

Africa needs to follow Asia’s path to grow So argues an important new book, “How Africa Works”

In 2026 African GDP growth is (unusually) set to outpace that of the Asia-Pacific region, as the Chinese economy slows and commodity prices have surged. Investors are becoming more bullish about the continent as a destination for capital, not charity

MBP Ep 18: Intelligence Briefing – Canada’s AI Strategy, Sovereignty, and the Commercialization Crossroads (Free Version) Podcast Episode · MBP Intelligence Briefing · 2026-02-14 · 12m

Apple: podcasts.apple.com/ca/podcast/m...

Spotify: open.spotify.com/episode/1T3k...

Canada’s AI Strategy will be out soon.

This week we sat down with Jaxson Khan to discuss:

— what to expect
— how Canada’s approach has changed
— why we need more sticks than carrots
— how to think about sovereignty
— what policy advocates get wrong

+ more!

Links below
#cdnpoli

The world is falling in love with 🇨🇦. Now is the perfect time to sell them our debt as we Build Canada Strong.

We can make the most of this if we leverage tech like tokenization as a means to open up a broader market - incl 🇨🇦 retail investors.

www.mbpintelligence.com/blog/meredit...

#cdnpoli

Health news article image

Bill proposes making health records sharable across Canada https://www.ctvnews.ca/winnipeg/video/2026/02/07/bill-proposes-making-health-records-sharable-across-canada/

⤷ canadahealthwatch.ca/featured 🍁

Ep 17: Intelligence Roundtable (Paid Version) The Source for Exclusive Policy Insights

Full version (paywall): www.mbpintelligence.com/blog/ep-17-i...

Ep 17: Intelligence Roundtable (Free Version) Budget Season, Ontario’s Auto Anxiety, BC’s Debt Spike, and Ottawa’s Exchange Fund Debate The MBP Intelligence Briefing delivers exclusive, insider insight into the policies, decisions, and dynamics ...

🎙️🎧 NEW POD: on this week’s MBP Intel Roundtable

We check in on upcoming BC and Ontario budgets

🚗 Dissect the new auto strategy

And discuss Canada’s foreign reserves!

Free (partial):
Apple www.mbpintelligence.com/blog/ep-17-i...

Spotify open.spotify.com/episode/1NGw...

#cdnpoli #onpoli #bcpoli

The Ontario Liberals need to elect someone who will get in front of the media - has a personality people like - and can communicate clearly in ways that inspire

MEREDITH: Ontario Liberals Can Beat Doug Ford — But How is What This Next Leadership Race Must be About The leadership race must answer a fundamental question: Which path to defeating Ford actually works? Key Takeaways: * The Ontario Liberal leadership race must decide between three strategic models:...

Next week will mark the start of Ontario Liberal leadership.

Rather than *who* this race needs to focus on *how* to beat Doug Ford.

While still being true as progressives.

There are several models and implications in this new FREE essay from me.

#cdnpoli

www.mbpintelligence.com/blog/meredit...

Opinion: One grand bargain to fight Canada’s housing crisis Canada has a narrow but historic window to tackle this crisis and rebuild our housing system

New essay from Tim Richter and me in the Globe

PM Carney has set the right national goals and has an ambitious agenda to fix housing & homelessness.

But it won’t work if provinces aren’t forced to the table.

Time for a Canada Housing Accord.

#cdnpoli

www.theglobeandmail.com/business/com...

How Restrictive is U.S. Trade Policy? Founded in 1920, the NBER is a private, non-profit, non-partisan organization dedicated to conducting economic research and to disseminating research findings among academics, public policy makers, an...

Full data: www.nber.org/papers/w3468...

A timely reminder — new US Federal Reserve research confirms the uncomfortable truth that Trump’s policies have a far greater impact on 🇨🇦 & 🇲🇽 than what average effective tariff rates show.

Because we are far more dependent on the US than the rest.

This must change.

#cdnpoli

New essay from me — we need to get creative with how to save $ if we are pay for ever increasing defence, housing, AI, infra + other critical investments.

One such idea: how to get better returns on $130 Billion USD in our fed govt investment portfolio.

www.mbpintelligence.com/blog/meredit...

Opinion: Can Pierre Poilievre’s conservatism win in our brave new world? The Tories will have to reckon with an uncomfortable question: can their Leader’s movement succeed in a Canada under the shadow of Donald Trump?

It’s always fun working with Ben Woodfinden - we both come from different parties but his insight into the world of the right is important.

His essay in today’s Globe on the major questions facing Conservatives is a must read for non-Cons as well.

www.theglobeandmail.com/opinion/arti...

#cdnpoli

New essay from me — we need to get creative with how to save $ if we are pay for ever increasing defence, housing, AI, infra + other critical investments.

One such idea: how to get better returns on $130 Billion USD in our fed govt investment portfolio.

www.mbpintelligence.com/blog/meredit...

There’s been a lot of wild takes about the impact of Trump’s moves in Venezuela.

To cut through the noise - and to get at the heart of what it means for 🇨🇦 oil, Alberta finances, pipelines, MOU etc…

We did 75 minutes with one of Canada’s best experts @roryjohnston.bsky.social

#cdnpoli #abpoli

I joined @tylermeredith.bsky.social, @sphillipsab.bsky.social, and Ben Woodfinden on the MBP Intelligence Briefing podcast for a deeper, wonkier conversation about what developments in Venezuela mean for Canada's oil industry and political environment.

Listen/watch:
open.spotify.com/episode/1GLZ...

COMPLIMENTARY FULL EPISODE - MBP Ep 13: Intelligence Briefing – Venezuela, Hemispheric Dominance, and What It Means for Canada with Rory Johnston Podcast Episode · MBP Intelligence Briefing · 2026-01-09 · 1h 12m

Apple podcasts.apple.com/ca/podcast/m...

Spotify open.spotify.com/episode/1GLZ...

There’s been a lot of wild takes about the impact of Trump’s moves in Venezuela.

To cut through the noise - and to get at the heart of what it means for 🇨🇦 oil, Alberta finances, pipelines, MOU etc…

We did 75 minutes with one of Canada’s best experts @roryjohnston.bsky.social

#cdnpoli #abpoli

Oil markets aren’t all that concerned or speculative about what happened this weekend in Venezuela.

WTI is up marginally but trading where it was at New Years Eve.

#cdnpoli #abpoli #trump #maduro

Who says AI doesn’t know us well?

#cdnpoli

We’ve not fully considered the impact that US long yields will have in 2026 as the Fed Chair transitions and markets assess independent.

US inflation is only marginally lower than a year ago.

Long duration bonds have resisted the drop in rates at the other ends of the curve.