The Podcast For Canadian Investors. The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles. Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.
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Trump’s Meme Coin Frenzy, Tariff Drama, and Canada’s Inflation Breakdown
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In this episode of The Canadian Investor Podcast, we discuss the latest Canadian CPI data, which reveals the impact of the GST break and implications for interest rate cuts. We discuss Donald Trump's potential 25% tariffs on Canadian goods and the launch of the Trump and Melania meme coins. We also take a look at the recent earnings from BlackRock …
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Has Adobe Become a Value Stock?
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In this episode, we dive into the world of leveraged ETFs, exploring how they amplify exposure to assets through debt and derivatives. From the explosive growth in leveraged ETF inflows to the risks of daily rebalancing and long-term viability, we break down what investors need to know before jumping into these high-risk, high-reward products. Brad…
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Aritzia’s Turnaround and How to Own Bitcoin
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In this episode, Simon goes over the alarming findings from the latest MNP Consumer Debt Index. How Canadians are grappling with financial strain, rising insolvency fears, and shrinking disposable incomes, despite declining interest rates. Simon also analyzes Terravest’s impressive Q4 and full-year results, highlighting their growth, acquisitions, …
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In this episode of The Canadian Investor Podcast, we dive into the fundamentals of Porter’s Five Forces, exploring how shifts in industry dynamics create opportunities for savvy investors. Using real-world examples like TSMC and Delta Airlines, we analyze how changes in competition, bargaining power, and substitutes impact profitability. We also br…
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Portfolio Rules, Hedging Strategies, and Leveraging a Weak Loonie
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In this episode, we tackle listener questions on portfolio allocation, diversification, and investment strategies. Simon and Dan share their personal approaches to asset, sector, and geographical weightings, emphasizing the importance of individualizing your portfolio to fit your goals, risk tolerance, and financial situation. Tickers of Stocks/ETF…
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In this episode, Simon starts by giving props to Braden for one of his bold predictions coming through on the last day of 2024. Simon then goes over the stocks he sold in 2024 and how they’ve performed since he sold each position. We wrap up the episode with Braden going over the metric he uses the most for screening for companies. He goes over the…
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In this special new year episode, Simon, Dan, and Braden review their 2024 bold predictions and give some fresh bold predictions for the year ahead. From the future of Bitcoin, Canadian banks, and BCE’s dividend, to Shopify’s rise and the fate of the Canadian dollar, the trio shares their bold takes on what the new year could hold. Tickers of stock…
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The Top Stories of 2024 for Canadian Investors
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In this episode of The Canadian Investor Podcast, we explore the major investing stories of 2024 that reshaped financial markets. We begin with the Bank of Canada’s aggressive 175-basis-point rate cuts and their ripple effects across the economy. Next, we analyze the sharp decline of the Canadian dollar against the U.S. dollar, plunging to levels n…
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10 ETFs on Our Watchlist For the New Year
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In this episode, we dive deep into the U.S. Federal Reserve's latest rate cut announcement, bringing the fed funds rate down by 25bps for their final decision of the year. We discuss why markets reacted sharply to the news and what it means for investors. We also spotlight 10 ETFs to watch for 2025. From strategies to hedge against the "Magnificent…
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What Canada's Fall Economic Statement Means for Investors
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In this episode, we dive into Canada's Fall Economic Statement, unpacking the key takeaways for investors and what it means for Canada’s fiscal situation for the years to come. We also look at the S&P 500 historical returns by year and how having back to back 20%+ years is very rare. Check out our portfolio by going to Jointci.com Our Website Canad…
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Two Retail Stocks Crushing It and One That’s Falling Behind
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In this episode, we dive into Canada's latest CPI data, with inflation now sitting below the Bank of Canada’s target, and what it means for policy rates heading into 2025. We analyze the Bank of Canada’s final 2024 announcement, including a 50-basis point rate cut and its implications for the economy, housing, and inflation. We also cover earnings …
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A Simple Retirement Income Strategy and Canada’s Urgent Need for Private Sector Growth
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In this episode of The Canadian Investor Podcast, we dive into alternative strategies for retirement income, including a simple and dynamic approach to replace the traditional 4% rule. Simon explores the pros, cons, and practical ways to implement this strategy while focusing on capital preservation and variable income management in retirement. We …
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Signs Markets Might be Peaking and Mixed Results from Canadian Banks
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In this episode, we start by discussing signs that we may be nearing a market peak, using examples like the catastrophic launch of the Hawk Tuah token and its striking resemblance to the speculative frenzy of 2021. Simon and Dan also break down the latest earnings reports from Canada’s Big 6 banks, highlighting the impressive performances of Nation…
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Year-End Changes We are Making to our Portfolios
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In this episode, Simon and Braden explore the nuanced debate between growth, value, and quality investing. Braden shares his perspective on how these styles overlap and differ, emphasizing the importance of understanding your own "order of operations" when analyzing investment opportunities. Whether you're starting with business quality or valuatio…
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What Subprime Lending Growth is Telling Us About the Economy
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In this episode, we start by discussing the Bank of Canada’s final rate announcement of the year. Will it be another 50bps cut, or will they ease up with just 25bps? We break down the economic data driving each case, including GDP contractions, inflation surprises, and the impact on the Canadian dollar. We also discuss Scotiabank’s fourth-quarter r…
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Home Ownership on The Decline in Canada?
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The podcast covers three main topics: the benefits of opening a First Home Savings Account (FHSA), reasons for retail investor underperformance in 2024, and highlights from Warren Buffett’s latest shareholder letter, focusing on his philanthropic vision and legacy. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcas…
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It's a TSX stock roundup as Braden and Dan discuss results from Canadian companies. Tickers of stock discussed: ATD, WSP, L, TVK, SHOP Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Wan…
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Braden Dennis and Ryan Henderson hop on the mic to discuss some interesting trends and key earnings reports from Q3. Tickers of stock discussed: NKE, SBUX, NFLX Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Tw…
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Why Buffett’s Cash Pile Is Growing and Bitcoin’s Post-Election Surge
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In this packed episode of The Canadian Investor Podcast, we start by discussing Bitcoin's impressive rally following the U.S. presidential election. We explore how a less hostile regulatory environment could impact the crypto industry and debate why some portfolio exposure to Bitcoin might make sense in today’s macroeconomic environment. Switching …
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Trump's Win and What It Means for Canadian Investors
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In this episode of The Canadian Investor Podcast, Simon and Dan dive into the potential impacts of a Trump presidency on Canadian investors. From the threat of tariffs on softwood lumber and dairy to the potential benefits for certain industries, they discuss the uncertainty ahead. Will capital flow to the U.S. due to deregulation, or could it bene…
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Selling Gold, Understanding Warrants, and Investing in a Rate-Cutting Environment
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In this episode of The Canadian Investor Podcast, we dive into practical strategies for selling physical gold, including how to avoid excessive fees and scams. We then break down the basics of stock warrants, explaining how they differ from options and the factors to consider before expiration. We also discuss the impact of a rate-cutting environme…
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Saving For A Down Payment In An Expensive Real Estate Market - Part 2
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This is the Part 2 of Saving For A Down Payment In An Expensive Real Estate Market. You can listen to Part 1 with the links below: Part 1 - Apple Podcast Part 1- Spotify Part 1 - Web Player In this episode Simon is joined by Dan Foch from the Canadian Real Estate Investor Podcast. We dive into strategies for building a down payment to purchase prop…
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Why Tech Giants Are Betting Big on Nuclear Power
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In this episode of the Canadian Investor Podcast we explore EY’s resignation as the Super Micro’s auditor. Why explain why this raises major concerns, especially when combined with a DOJ investigation and Hindenburg’s short report alleging accounting irregularities. Simon gives a breakdown of Super Micro’s impressive AI-fueled stock performance, fo…
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Bank of Canada Cuts and the Case for Gold Miners
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In this episode of the Canadian Investor Podcast, we start by discussing the 50 bps rate cut by the Bank of Canada last week. We go over our key takeaways from the press conference. Simon and Dan also discuss the implications of the BoC rate cut, rising bond yields and pressures on the Canadian dollar. In the earnings roundup, we examine Rogers Com…
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The Biggest Financial Mistake I Ever Made
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In this episode of the Canadian Investor Podcast, Simon takes a personal approach, reflecting on the biggest financial mistake he made over the years and the invaluable lessons it has taught him. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Brade…
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