Shaun Newman Podcast #992 - Marc Cohodes
Jan 29, 2026
Marc Cohodes, outspoken short seller and investor known for exposing corporate fraud, offers a provocative take on geopolitics and Canada. He discusses Alberta's push for independence, U.S. strategic interest in its resources, risks in Canadian banking and regulators, and how grassroots movements can rapidly reshape politics. Conversations touch on BC, CCP influence, and possible cascading breakup scenarios.
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Canada’s Fragile Fault Lines
- Marc Cohodes argues Canada is politically fractured and vulnerable due to regional splits and foreign influence in BC.
- He sees Alberta as the pivotal region whose shift could reconfigure Canada's future and US relations.
US Views Alberta As Strategic Asset
- Cohodes reports US Treasury sees Alberta as valuable and problematic for Ottawa's transfers.
- He suggests the US could offer regulatory, banking, and law enforcement support to Alberta to keep its wealth local.
Demand Stronger Banking Oversight
- Do question OSFI's effectiveness and demand stronger banking oversight and transparency.
- Do consider US-style regulators (FDIC/OCC) to clean up money laundering and financial crime in Canadian banks.